Initial Publication Date: February 13, 2019

Information for Workshop 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 Best-Practices | Other Resources | On-Site Logistics | Webteam Support and Deadlines

Pre-Conference Workshop 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 Best-Practices

Serckit (formerly the SERC CMS) was designed with support for these best-practices in mind. Through Serckit, you have access to a variety of tools to facilitate the run up to, execution of, and follow-up to your workshop at the Transforming Institutions Conference.

Participant Email List

Each workshop has a private email list that includes the participants and convener(s). This email list can be used to broadcast information to all of your participants and can also be configured to allow discussion between participants if you wish. This can be a good way of generating participant interaction around particular topics ahead of your workshop. Contact your web team support person for the unique email address of your list.

Pre-Workshop Survey

You can use Serckit's survey tools to gather information about your participants to aid in customizing your program for them. We recommend posting such surveys far enough in advance of the conference that you will be able to get a good response rate and also have time to digest the information that you receive. If you want to run such a survey, contact your web team support person before March 15, 2019.

Workshop 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. We ask that you publish a clear workshop program online by March 1, 2019.


Each workshop comes with a private workspace for use by the workshop 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.

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.

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
    • Advancing Diversity and Inclusion Through Multilevel Strategic Leadership
    • Using Social Psychological Interventions to Improve Learning of All Students
  • Andrew Haveles - ahaveles AT carleton dot edu
    • Using a Change Framework and Assessing Institutional Change
    • Using the Change Dashboard to Conceptualize Change Projects for Campus Reforms


  • March 1, 2019: A clear workshop program is published online
  • March 15, 2019: Tell SERC support person what features you want (pre-surveys, workspace, road checks, etc). Sooner is better - this is the absolute last date.

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