Leader & Local Partner Organization Planning and Implementation Checklist

Living Well Leader & Local Partner Organization Planning and Implementation Checklist Thank you for your commitment to the Living Well program. This worksheet is a guide to help local partner organizations and Living Well leaders work together to schedule, organize and implement their workshops.

Local Partner Organization Name and Address:

______

Contact Individual: ______

Contact’s Phone and E-mail: ______

Leaders (Name, Address, Phone, E-mail):

1. ______

______

2. ______

______

Below is a listing of tasks to be completed. It is recommended that a Leader(s) hold their first workshop within 3 months of training. Please review the tasks and identify whether the leader(s), local partner organization or both will be responsible for each of the tasks.

1. Select the dates for the workshop: ______

2. Select the times for the workshop: ______

3. Select and reserve site, room, room arrangement: Location: ______

4. Is the location accessible by public transportation?

5. Is there public parking near the site?

6. Are the building, room and restrooms at your site accessible to people with mobility challenges? 7. Is there storage space available at the site between sessions? ______

8. Who will submit the class notification to WIHA? Electronically or paper?

9. Outreach/Marketing Plan for the Workshop. Note: This is the most critical set of tasks. The list below is organized in order of proven effectiveness. Please let us know which of these options you are planning to pursue.

Local Organization Leader #1 Leader #2

a. Personal invitations ______

b. Brochures ______Who will make them? How will they be distributed?

c. Posters ______Who will make them? Who will distribute them? Where will they be distributed?

d. Presentations ______What will be the content? Who will make them? In what sites?

e. Radio announcements ______What will be the content? How will they be distributed?

f. Newsletter articles ______What will be the content? Who will write them? How will they be distributed? For what newsletters?

10. Who or what agency will receive workshop registrations?

11. Are the Living Well charts with the designated information already available at this agency? If not, who will prepare them?

12. Who will arrange for supplies needed in the workshop? (easels, blank flipchart pads, tape and markers) 13. Who will purchase/arrange for workshop refreshments if planned?

14. Will a designated person or the leader be able to make copies of necessary documents used in the class at the site? Who will be responsible for this? (There are approximately 15 pages per person that are used throughout the program.)

If the local partner organization is not the county’s Aging and Disability Resource Center, is the organization willing to work with that agency to provide basic demographic information needed for their reporting purposes? ______We want to help you have a successful Living Well workshop! For assistance with any of the tasks, please contact Anne Hvizdak, Wisconsin’s Statewide Coordinator for Evidence-Based Prevention Programs for Healthy Aging, at 715-677-3037. [email protected]

*Marketing materials are available by contacting WIHA.

Signed:

______Leader #1 Leader #2 Date: ______Date: ______

______Local Partner Organization Representative Date

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THANK YOU FOR YOUR COMMITMENT TO WISCONSIN’S LIVING WELL PROGRAM!