Initial Publication Date: February 13, 2019

Information for Symposium Conveners

It is our goal to support all workshop conveners in designing, planning, and executing workshops that follow best-practices. To that end, this page provides information about those best practices and the Serckit tools that can be used before, during, and after your workshop. If you have any questions about how to implement these features, contact your web team support person.

Jump Down To: Tools to Support Symposia | Other Resources | On-Site Logistics | Webteam Support and Deadlines

Session Instructions (Acrobat (PDF) 127kB Mar26 19), updated 3/26/19 (will be provided in each room)

Symposium Leader Webinar

Click to view the webinar screencast (MP4 Video 214.9MB Feb19 19)

Download the leader webinar slides (Acrobat (PDF) 580kB Feb19 19).

Workshop Best-Practices

Planning an effective workshop is much like planning an effective learning experience for students in the classroom and lab. What goals do you have for the participants? How will the workshop effectively engage participants and ensure that the goals for participants are met? How will you assess whether participants have benefited from the workshop? Here are some of SERC's best practices that have been gleaned over more than a decade of running workshops in On the Cutting Edge and InTeGrate.

Tools to Support Symposia

Through Serckit (formerly SERC CMS), you have access to a variety of tools to facilitate the run up to, execution of, and follow-up to your symposium at the Transforming Institutions Conference.

Action Plans

If you wish, you can have participants complete and upload an Action Plan for what they will do with what they learned in your workshop. We have a generic Action Plan Template (Microsoft Word 26kB Jun15 15) that you can use directly or customize for your workshop. If you want to make use of the Action Plan in your workshop, let your web team support person know before March 15, 2019 so they can build the necessary upload form in your workshop site.

Symposium Program

Each workshop has a page available for drafting and publishing a program for your workshop. This will help workshop participants come prepared and knowing what to expect. You must publish a clear workshop program online by March 1, 2019.


Symposia leaders may request a private workspace for use by the symposia participants. Participants can easily record discussion notes, synthesize community consensus, draft teaching or outreach materials, develop action plans and many other activities. You can see examples of how Workspaces can be used in the context of a workshop in this Example Workspace from On the Cutting Edge. Your web team support person can help you configure the workspace to support the kind of interaction that you want to facilitate so please have a conversation with them far enough in advance to set things up. Attendance is required in order to take advantage of Workspaces (see below).


Since the Transforming Institutions Conference participants don't have to register for the thematic symposia ahead of time, we need to have a way of knowing who is participating in order to provide access to the private workspaces. Symposia leaders will need to direct attendees to a webpage to complete this as they come in so that they can gain access to the workspace. Your web team support person has to set this up specifically for your symposium, so please have a conversation with them far enough in advance to set things up.

End of Workshop Evaluations

All workshops are required to have an End of Workshop Evaluation and you will be provided with a form to use. Your web team support person will build a form in your workshop site with standard questions. If you would like to add specific questions to the Evaluation, contact your web team support person before March 15, 2019.

Other Resources

You can read more about the lessons learned over the years of Cutting Edge and InTeGrate workshops on those project websites:

On-site Logistics

Each workshop room has wi-fi access and a projector. Please plan on bringing your own laptop to use for presentations (including an projector adapter if you're using a Mac). Also, plan to bring any supplies you might need (e.g., a clicker).

Webteam Support & Deadlines

Webteam Support Staff

  • Mitchell Awalt - mawalt AT carleton dot edu
    • Embedded expert models: Implementing change initiatives which support departments from within
    • The REFLECT Project: Spreading Evidence-Based Teaching in STEM
    • Sustaining Institutional Change for Inclusive Excellence
    • Transforming STEM education using a multipronged systems approach & High Impact Practices (HIPs)
    • Enhancing research capacity for systemic change in undergraduate STEM education by analyzing, organizing, and synthesizing theories of change
    • Towards Servingness: Transforming STEM Education at Hispanic Serving Institutions
  • Andrew Haveles - ahaveles AT carleton dot edu
    • Transforming the Teaching of Thousands: Promoting Evidence-based Practices at Scale
    • Bringing an asset-based community development framework to university change work
    • National Academies' Roundtable on Systemic Change in Undergraduate STEM Education
    • Improving Learning by Transforming the Evaluation of Teaching: Resources, Challenges, and Change Processes
    • Building and Facilitating a Multi-Institutional Collaboration to Support Systemic Change: Insights from the Next Generation of STEM Teacher Preparation Programs in Washington State


  • March 1, 2019: A clear workshop program is published online
  • March 15, 2019: Tell SERC support person what features you want. Sooner is better - this is the absolute last date.

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