Program and session planning

From a new retreat program to reviewed sessions with facilitators.

Step by step

Create the program Program Lead or Front Desk Agent

The program lead or front desk agent records the program with its start and end dates, participant capacity and program lead.
- Program recorded with lead and capacity
- Updates Retreat programs, People
Add sessions Program Lead

Sessions are added inside the program with their name, times and facilitator.
- Sessions scheduled with facilitators
- Updates Retreat sessions, People
Check the submission Program Lead

Each submission is checked before saving: impossible dates, invalid capacity, a missing lead or facilitator, or a repeated submission is rejected with nothing half-saved.
- Invalid submissions rejected
- Updates Retreat programs, Retreat sessions
Review Retreat Manager

The retreat manager reviews the program and its sessions and approves them.
- Program and sessions approved
- Updates Retreat programs, Retreat sessions
ApprovalA person approves before the work moves on.
Correct with new evidence Program Lead

A later change, such as a replacement facilitator, is added as new evidence; the earlier version stays in the record.
- Correction added; original kept
- Updates Retreat sessions

And how to keep it from happening.

A session is scheduled outside its program's dates.
A facilitator is double-booked across two programs.
A replacement facilitator overwrites the original, and nobody can tell who was planned.

Start free, then use Proto to change fields, steps and approvals before your team goes live.