Conference follow-up action list
Track every follow-up action from the September conference to completion, publish the slide deck once and get 19 attendance hours confirmed.
- Industry
- Nonprofits and Associations
- Team
- Client services
- Use case
- Training and programs
- Tags
- Client delivery
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 3 embedded blocks: Chart: Conference actions complete since the conference (c-actions-cumulative); Chart: Follow-up actions by type (c-action-types); KPI: Conference follow-up actions complete (k-actions) · Requires sign-in
Overview
What this template supports
A conference follow-up action list for an employer's training coordinator and the association's education staff. It shows 61 actions by type and pace, the 12 open actions with owners and dates, the repeated slide deck request, the 19 credential records waiting for attendance hours, a plan to October 12 and a publication checklist. The page includes live example Dashboards blocks.
- Stats row of actions created, complete and open
- Cumulative completion and actions by type blocks
- Open actions table with owners and due dates
- Repeated request warning and credential info callouts
- Gantt plan and publication checklist
How to use this template
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List the actions
Record every action created after the event with its group, owner and due date.
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Publish resources once
Post each approved resource in one place and point repeat requests to it, counting each repeat.
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Confirm attendance hours
The credentialing lead decides each attendance record from the scan or the sign-in sheet before any member sees hours.
Frequently asked questions
Why are repeat requests counted separately?
A repeat request is answered by pointing to the published copy. Counting it shows how much staff time one publication saves.
Who confirms attendance hours?
The credentialing lead decides each record from the sign-in sheets where the room scan is missing. The events team does not enter or change hours.
What does Conference follow-up action list help me do?
Track every follow-up action from the September conference to completion, publish the slide deck once and get 19 attendance hours confirmed.
Who reads and maintains this page?
Basalt Creek training coordinator and association education staff; prepared by the events coordinator. The member services lead reviews it.
When is the page ready to share with the client?
Shared with the employer after the counts match the program register and every open action has an owner and a date.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.