4 Simple Steps to Get Started

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We’re so glad you’re considering offering an IISE course at your university! Here is your step-by-step roadmap to getting off to a solid start.

Step 1: Plan a Brainstorming Call with IISE

The first step is to schedule a 30-45 minute Zoom call with the Continuing Education team at IISE. We’ll
give you an overview of the program and help you think through key logistics as you’re getting started.
Just email IISE Director of Continuing Education James Swisher (jswisher@iise.org) or contact IISE
Student Training (StudentTraining@iise.org) if James is out of the office.

Checklist for your Brainstorming Call
 Have Key Student Leaders Who Will be Organizing the Class on the Call
 Let your Faculty Adviser Know About the Call
 Scan the Calendar for the Upcoming Semester for Key Dates (Sporting Events, Breaks, etc.)
 Have Questions Ready About Classes You are Interested In

Step 2: Finalize the Course(s), Format, and Pricing

Okay! You’ve had your brainstorming call and you have lots of good ideas about what to offer this
semester. Now it’s time to finalize your Plan. You’ll need to pick your course(s), format(s), and date(s).

To pick your Course(s):
• Review the course information on pages 3-4 of this guide.
• Consider what courses you have offered historically – What has been popular? What fills well
with your school’s needs?
• Consider polling your chapter members on their preferences. A quick survey on potential
courses is a great way to determine what to offer.
• Consider offering more than one alternative. While we’re focusing primarily on live in-person Green Belt courses, adding an online on-demand option after the live course is a great way to serve students who might have a date conflict. Plus, you won’t have to worry about meeting minimum enrollment requirements or reserving a room, so they’re easy to add.

To pick your Format(s):

• Review the course information on pages 3-4 of this guide.
• Consider what brings the most value to your potential participants. We still believe live in-person training is the best way to learn, but it may not be the right format for every school.
• Unless you have a very large pool of participants, offering more than one live in-person per semester is probably not feasible. However, having a live/livestream offering and an on-demand offering often works well.
• Don’t forget that live in-person and livestream courses have minimum enrollment thresholds, but don’t let that intimidate you. If you’re not at two-thirds of the minimum by two weeks prior to the course date, we’ll work with you on alternatives.

To pick your Date(s):
• For live in-person and livestream classes, be sure to check the number of days required for the course on page 4. The Lean Green Belt and Six Sigma Green Belt courses are offered over 3 days, typically scheduled on a Friday, Saturday, and Sunday.
o Be sure to look for and avoid date conflicts, like sporting events, homecoming, mid-term and final exams, and holidays.
o Remember that the student chapter will be responsible for securing a location on campus for the class, so be sure to check with your Faculty Adviser on any university policies and procedures for making a space request.
• For online on-demand courses, consider when you want to close registration. Students will be enrolled in online on-demand courses as they register instead of waiting to enroll all students on the same date. However, we have found that picking a registration close date well before the end of the semester works best. Keep in mind that you still want to advertise key dates, like early-bird pricing to encourage participants to register as early as possible (since all human beings like to procrastinate). We highly recommend that you promote a registration close date at least one month prior to the end of the semester.

Step 3: Confirm the Course & Sign the Contract

You’ve reviewed the courses, talked to your chapter to get input, thought through the dates and logistics, and made a decision with your student chapter leadership’s and Faculty Adviser’s input. Now, you’re ready to let us know what you decided.

Just email jswisher@iise.org and copy StudentTraining@iise.org with the following information:
– Course Name(s) & Format(s)
– Dates – Course dates for a live/livestream event and registration close dates for online on-demand events
– Any special information about the event you want IISE to know

IISE will review your plan and get back to you with any questions or concerns. Once the plan is confirmed, IISE will send you a short and simple contract that memorializes the course, dates, and plan. Please sign and return the contract as quickly as possible.

Step 4: Pick Your Registration Model & Finalize Pricing

The hardest part of course planning is almost over. You’ll just need to make one more decision to finalize the pricing model and start the registration process.

To simplify the process, the standard pricing model, including the optional Chapter fundraising fee which will be rebated to your Chapter after the course, will be:
• Student: $470 ($425 + $45 Chapter fundraising fee), which will increase to $495 ($450 + $45 Chapter fundraising fee) two weeks prior to the course start date
• Non-Student/Professional: $995 ($950 + $45 Chapter fundraising fee) throughout the registration period

Note on Custom Pricing Plans: If you prefer to forego the fundraising fee to keep prices at $425/$450 for students & $950 for professionals, just let us know and we’ll be happy to set your pricing plan up that way. Or, if you would like to offer a custom pricing plan, please let us know and we’ll send a short form to complete your custom plan information.

Here are key considerations for registration for the course:
• IISE will take care of the logistics of registering students and will handle all of the credit card processing and accounting.
• IISE will provide a link you can use in advertising.
• In some rare cases, you may want to handle registration yourself. If so, don’t forget to
o Provide regular reports on registration totals to IISE
o Ensure all information is complete using the IISE-supplied registration template
o Remember that you’ll provide a 50% deposit to IISE before the course and then pay the balance to IISE after the course. Be sure to have a plan for providing IISE with the deposit and final course fees for after the course in a timely manner.

Once you’ve finalized pricing and registration, email IISE Student Training (StudentTraining@iise.org) to confirm everything.

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