Temple American Inn of Court
Team Leader Checklist
Guidance on Topics / Programming
- Start brainstorming with team members as soon as practicable and ideally about 2-3 months before the program, AS SOON AS POSSIBLE
- Topics should be timely and apolitical to the extent possible; there has been recent feedback that programming has been too overtly political and we should strive for legal issues of interest to the Inn
- Topics should be interesting and make the audience think about an important topic or a timely update on an important legal issue; the best programs leave the audience talking on the way out the door about the issues presented by the presentation
- Consider having multi-media, video, and guest presenters in addition to the traditional skit / vignette format
- Delegate tasks within the team and make members responsible for different parts of the program; the best programs have buy-in and participation from the greatest number of team members
- In-person meetings are most productive and consider having them weekly in the lead up to the program
- Have social events within the team other than program planning!
- Your budget is $2000 for EVERYTHING, including food, beverages, event space, etc.
- Locate a venue and confirm said venue with the Inn Administrator, Amey Park (email@example.com).
- FREE venues are highly encouraged, as our budget is constrained.
- If you are requesting money to book a venue, please contact the Inn Treasurer, Steve Tornone (firstname.lastname@example.org), BEFORE booking the venue. Our budget may not allow for us to pay for a venue.
- Your venue should be ADA accessible.
- Set up caterer and buy alcoholic beverages
- DiBruno Brothers has become quite expensive, so we encourage using other caterers.
- We recommend the following caterers:
- 12th Street Catering, contact Kara Rivers, email@example.com
- Hart of Catering & Café, contact Kevin Hart, firstname.lastname@example.org
- We use drop-off catering, so you will need to make sure that you do the following:
- Order plates, napkins, silverware, and cups
- Have someone at the venue early to receive the catering
- Have team members prepared to clean up the catering following the program
- If you need assistance ordering food, please reach out to Melanie Foreman (email@example.com), Amey Park (firstname.lastname@example.org), or Steve Tornone (STornone@donors1.org).
- Follow-up with the caterer a few days before your program to ensure delivery and that paper products are included.
- We recommend ordering for approximately 40 – 50 individuals.
- Teams will be responsible for buying alcoholic beverages within their $2000 budget. We suggest spending $250 on alcoholic beverages.
- Don’t forget to order non-alcoholic beverages.
- Contact Jason Novak at email@example.com to video tape the program.
45 days prior to your program, send the following information to Kelly Conway (firstname.lastname@example.org) and Sam Weinstock (email@example.com). Failing to send this information in a timely fashion will affect the ability of the entire Inn to receive CLE credits.
- Course Title
- Course Date and Time
- Course City and State
- 500-character course description
- Any supporting materials
- If you are requesting Ethics, please designate the program as such. You will need to justify the Ethics credit via the following guidelines:
- Ethics and/or professional responsibility courses or segments of courses are devoted to (1) the substance, underlying rationale, and the practical application of the Rules of Professional Conduct; (2) the professional obligations of the attorney to the client, the court, the public, and other lawyers; or (3) substance abuse and its effects on lawyers and the practice of law. BCLE Reg. 103:1(k).
- Within 7 days after your program, submit all materials required by National to Laura Persun (firstname.lastname@example.org)
- Retain bios of your team members in the event we are audited in the future.
- Report to the Inn Membership Co-Chairs, Yvette Cooper (email@example.com), Maria Janoski (firstname.lastname@example.org), and Brooke Kravitz (email@example.com), regarding team members that were especially helpful and team members who were non-participatory.
Networking and Developing of Professional Relationships
- Hold team meetings in person (if possible)
- Throughout the year, organize/host other in-person get-togethers with the team (team lunch, meetings for coffee, team happy hour)
- The goal is to encourage consistent networking and mentoring opportunities throughout the year (that supplement substantive team meetings and the monthly meetings), including after your team presents its monthly program
- Encourage team members to participate in day-of-service activities