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MANAGEMENT
HOW TO ORGANIZE
CHAI CONVENTION/
ANNUAL GENERAL
BODY MEETINGS
Hold preliminary discussion with the Governing Body of the Regional Unit concerned and
fix the Venue and D ate of the Convention/AGBM
Select a Theme for the Convention/AGBM of CHAI.
Prepare background papers on the Theme
Decide Registration Fee (including charges for food, accommodation, transport etc.)
Prepare and send circular with necessary information along with the Registration Form to
all the members at least 60 days before the date of Convention/AGBM.
Hold joint meeting of representatives of CHAI and Regional Unit and help in constituting
various Teams including a Coordination Team, which would facilitate/undertake different
activities related to Convention/AGBM.
Depute the Liaison Officer concerned/ or a senior staff as representative in the
Coordination Team.
Extend necessary support to the Regional Units in identifying, fixing and finalising Chief
Guest and other dignitaries for the inaugural function.
Prepare and make available write up on CHAI
Undertake Registration of delegates before the Convention/AGBM and on the Spot
Registration.
Provide the list of registered delegates to the Teams concerned and the Convention/AGBM
secretariat.
Prepare the Annual Report, Audited Statement of Accounts for the previous and the Budget
Prepare Badges for the Delegates.
Prepare Identity Cards and Ballot papers for Election
Assist in the conduct of election to the Executive Board
Conduct/ facilitate scientific sessions.
Make available to the Regional Unit the required funds for the approved heads of
expenditure.
Reimburse the travel expenditure of members of CHAI Executive Board, resource persons
etc.
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ROLE OF THE REGIONAL
GOVERNING BODY
The President of the Regional Unit shall be the Chief Coordinator of the Event Management
Coordination Team
Constitute different Event Management Teams for the following functions and entrust them
with various activities involved:
Obtain detailed plans of the Event Management Teams, preferably in the following format
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CONVENTION/AGBM SECRETARIAT
Maintain a secretariat with at least one competent person at least one month
before the Convention/AGBM in order to monitor activities related to the
organisation of various programmes. Secretariat also functions as the contact
point for delegates and others.
Ensure that the Secretariat has contact facilities for Telephone, E-mail and Fax
Draw up the list of VIPS/special invitees dignitaries to be invited for the events/
programmes
Prepare and print the invitation cards in consultation with the Director of CHAI,
Reception and Coordination Teams, and send them to the invitees.
Print and make available meals coupons in consultation with the Catering Team.
Make arrangements for booking return journey tickets for delegates and others
whenever requested.
Provide stationery items like chart papers, brown papers, marker pen, drawing
pins, sketch pens, clips and nylon ropes etc. to the concerned
Ensure secretarial support to various Teams and also to CHAI during the
Convention/AGBM.
Assist and support Coordination Team and sub-Teams in holding their meetings.
Keep CHAI Head Quarters informed of the happenings and progress of various
activities related to Convention/AGBM.
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RECEPTION
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INAUGURAL FUNCTION
Identify VVIPs/VIPs/dignitaries for the inaugural function (Five or seven persons: Chief
Guest, Presiding person (preferably the local Bishop), President of CHAI, Director of
CHAI, Keynote addressor and any other VIPs/dignitaries (Guests of Honour) and invite
them.
Finalise the list of dignitaries according to the protocol, fix the role of each one of them,
and brief them on the events, etc.
Obtain copies of the speeches of VVIPs/VIPs, if available, and make available copies of it
to the Publicity and Documentation Team.
Draw up the Programme Schedule of the Inaugural Function and arrange to deliver copies
of it to the VVIPs, VIPs, dignitaries etc.
Identify a Master of Ceremonies and entrust him/her with the related work.
Ensure proper seating on the dais for the Chief Guest, the Presiding person, the President of
CHAI, the Director of CHAI, the person who delivers the Keynote address and any other
VIPs/dignitaries (Guests of Honour).
Ensure arrangements for lighting of Lamp – persons and the order of lighting the lamp.
Keep ready bouquets, mementos and identify the persons to present the same to the
VIPs/dignitaries.
Master of Ceremonies to take charge of the Inaugural Function and conduct it as per
Inaugural Schedule.
Prepare a detailed plan of action as per the following format and submit a copy of it to
Coordination Team and the Finance Team:
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PHYSICAL ARRANGEMENTS
Install computer systems, Lap Top, LCD Projector, OHP, PA systems with required
number o of cordless mikes. UPS, Xerox machine, Junction Boxes, Extension Cords,
Generator, temporary telephone etc.
Arrange the services of an electrician for installation and monitoring of various systems.
Assist facilitators/presenters/Resource Person/participants in their presentations through
OHP/ LCD Projector.
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ACCOMMODATION
Delegates
Participants of other pre or post AGBM programmes
Members of CHAI Executive Board
CHAI Staff
Resource Persons
Bishops/ special invitees
Members of various Teams
Arrange for beds and bedspreads, mosquito nets/repellents, first aid kits,
soaps/towels, candles, match boxes etc if needed.
Provide the list of Allotment of Accommodation to the Reception and the Transport
Teams.
Display the Accommodation list at the Reception and General Information Counters
and at the places of accommodation.
Prepare a detailed plan of action as per the following format and submit a copy to
the Coordination Team and the Finance Team.
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TRANSPORTATION
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CATERING
Assess the catering needs of the programme, including pre and post AGBM
programme.
Identify and fix caterers after approving the lowest rates as per the menu for
each day.
Fix and display timings for breakfast, morning coffee, lunch, evening tea, and
supper.
Make arrangements for coffee and snacks for the inaugural function, including
special tea/coffee etc for VIPs/dignitaries
Make arrangements for providing food for those who arrive on the previous day
and for those who leave on the following day of the programme.
Prepare a detailed plan of action as per the following format and submit a copy
to the Finance Team.
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L I T U R G Y
Arrange liturgy for each day according to the programme schedule [usually on
the first day the Holy Mass will be in the evening and on all other days it will be
in the morning].
Prepare liturgy – introduction, readings, hymns etc - for each day according to
the theme, print/Xerox copies of the same and distribute them to the delegates
every day.
Arrange/prepare choir
Prepare a detailed plan of action as per the following format and submit a copy
of it to the Finance Team.
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ENTERTAINMENTS
Arrange for cultural programmes (maximum two hours) on the evening of the
first day.
Finalize the sight seeing schedule in consultation with the Transport Team and
take charge of the sight seeing tour.
Provide food packets (breakfast and lunch) to those who go for sight seeing The
participants are expected to meet the expenditure (including transport charges
and food))
Prepare a detailed plan of action as per the following format and submit a copy to
Coordination Team and the Finance Team.
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PUBLICITY &
DOCUMENTATION
Invite reporters from various Newspapers and news agencies to cover the events/
programme.
Contact local Doordarshan, private TV channels, AIR and request them to cover
the events/programmes.
Prepare News items of the day and send them to the Newspapers/agencies along
with photograph of the event, if any.
Interact with the scientific session team and prepare the detailed report
Prepare a detailed plan of action as per the following format and submit a copy
to Coordination Team and the Finance Team.
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FINANCE & FUND RAISING
Constitute a Finance and Fund Raising Team. A member of the Event Management
Coordination Team shall be its Coordinator.
Bishops
Provincials/Major Superiors
Industrial/Business Houses
Member Institutions
Organizations/Schools/Colleges
Individuals etc.
Personally contact the donors with a request letter signed by the President of the Regional
Unit concerned.
Get sponsors for various items/activities through the Event Management Teams concerned.
[Keeping in mind the policy of the Organisation, sponsors may be permitted to advertise their
products/services through handouts, banners etc].
Obtain action plans and budgets from different Event Management Teams, prepare a
consolidated budget, and provide a copy to the Chief Coordinator of the Even Management
Coordination Team. The Chief Coordinator shall forward it to the Director of CHAI with
his/her observation/recommendation.
Receive/obtain funds through the President of the Regional Unit concerned and disburse it
to the other Teams as per the approved budget.
Keep and maintain accounts as per audit requirements [For every expenditure incurred
supporting vouchers/bills/cash receipts are to be attached/obtained. These are to be
forwarded through the President of Regional Unit to the Director of CHAI, Secunderabad
together with a statement of account for replenishment or settlement as the case may be]
Note:
The Director of CHAI shall communicate his approval or otherwise in writing, to the President of
the Unit. He/she shall make the necessary arrangement for the transfer of the funds to the bank
account of the regional unit in instalment as and when required, within the approved budget.
If the Regional Unit concerned does not have an exemption under 80G of the Income Tax Act, all
donations in cash including Money Orders, Demand Drafts/Cheques are to be received in favour of
“The Catholic Health Association of India, Secunderabad “ only. The receipts of donations should
be made through official receipt of CHAI only (obtain required number of receipt books from
CHAI). Donations to CHAI are exempt from the Tax under section 80G of the Income Tax Act. The
donations (MOs, Cash, Cheque, DD etc.) are to be sent to CHAI through the President of the
Regional Units for remittance in its (CHAI) account in Secunderabad.
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SCIENTIFIC SESSIONS
Finalise scientific sessions in consultation with the Director and the Associate Directors
Identify and fix experts/resource persons for keynote address and other presentations
and assign their roles.
Identify and mark discussion rooms and group the delegates for discussions etc.
Identify and fix persons to facilitate/moderate group discussions, plenary session etc.
Obtain write-ups from the presenters in advance and make copies available to the
delegates/participants.
Prepare a detailed plan of action as per the following format and submit it to the
Director of CHAI for his approval.
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ROLE OF MEMBERSHIP TEAM
Arrange to despatch the AGBM Circulars with its enclosures to all the Members of
CHAI, CBCI and CRI and also to the regional and national voluntary organisations and
individuals who are associated with CHAI.
Receive the filled AGBM Registration forms and fees and register delegates for the
AGBM
verify the filled registration form and the fee received along with it,
hand over the filled in registration form, along with the fee to the Finance
Department and obtain official receipt for the payment
allot Registration Number and register the delegate
send acknowledgement letter to the delegate along with the Receipt
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ANNEX
SAMPLES OF INVITATION CARD/BANNERS ETC
[CORRECT THE TEXT AS PER THE NEED]
Director, CHAI
[Programme overleaf]
__________________________________________________________________
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Back page of the Invitation Card
[This could be replicated for the Inaugural Schedule]
PROGRAMME
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Banner for stage backdrop (on satin cloth in Red & Blue letters)
07 – 08 NOVEMBER 1998
TH
55 AGBM OF CHAI
07 – 08 NOVEMBER 1998
CAMPION SCHOOL, BHOPAL
THEME: ALTERNATIVE
MODELS FOR
HEALTH ACTION
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Welcome Banners
WELCOMES
TH
THE DELEGATES OF THE 55 CHAI AGBM
07 – 08 NOVEMBER 1998
HEARTY WELCOME
TO
TH
THE DELEGATES OF THE 55 CHAI
AGBM
07 – 08 NOVEMBER 1998
07 – 08 NOVEMBER 1998
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Matter for the AGBM Folder/Writing pad
07 – 08 NOVEMBER 1998
___________________________________________________
Printed matter for Badges for VIPs [ribbons used for making the badges should be in different colors: 3
colors for VVIPs & VIPs, another 3 different colors for Board Members & 2 colors for Conveners of Teams
and staff and single color for volunteers]
BHOPAL
07 – 08 NOV 1 998
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Agenda for the Business Session of AGBM
AGENDA
AGBM REGN NO
Name ……………………………………………………………
[Note: CHAI Central Office will prepare the badges for the Delegates]
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