Webinars are deceptively complex. It seems as if it is a quick few hours during the webinar, but there is so much more. The registration, the prep, the delivery, the follow up with participants, the reports to you – it all takes about 1 full day for each webinar created. Because they are so complex, please be sure of your webinar responsibilities so together we can deliver an event with the highest quality.
FED PILOT RESPONSIBILITIES
Pre-Webinar
– Registration mechanism for federal employees
– Invitation sent to them for the webinar plus follow up emails as reminders and to share with coworkers
– Provide a pre-webinar orientation for the advisor
Day of Webinar
– Provide webinar environment, provide attendees with a cliffs notes workbook, evaluation & signup form
– Deliver 3 hours of training (you choose the schedule)
Post Webinar
– Send advisor webinar stats
– Follow up with federal employees after webinar via email, thanking them and pointing them to the financial professional
– When a new workshop/webinar is scheduled, they will be notified and encouraged to send the invite to colleagues.
– Monthly newsletters
YOUR RESPONSIBILITIES
Pre-Workshop
– Marketing of the webinar
– Attend the pre-webinar orientation
Day of Workshop
– Act as host and introduce the speaker
– Act as Q&A & chat moderator
Post Workshop
– Provide two (2) “Part 2” meetings
– Provide a report on their federal benefits