Instructions on How to Correctly Fill Out Bio/Disclosure Form Step 1: Fill out Header Title, Activity Number, Start Date * Suggestion pre-complete the header for all bio/disclosure forms before sending – them out. Date Submitted * Can be the same date they signed the form or after Notice the format is mm/dd/yyyy – Role in Educational Activity Suggestion pre-mark these boxes. – If only a planner - mark planner. If a presenter mark that box, if they play – both roles planner and presenter then mark both boxes. – Section 1: Demographic Data All fields must be completed Name, credentials….This most match identically with what they enter as their signature in Section 6 Position/title Current Employer/address Phone Email address Suggestion highlight in yellow the requested data categories – Section 2: Education/Expertise Suggestion list degrees and institutions but also if claiming any sort of – credential show the year received, certificate number, institution (as – appropriate) Example CHES, 2007, Certificate Number 123455 – Describe expertise specific to the educational activity…really we need work experience cut and pasted from their CV and placed here. If they don’t want to fill this out they can type CV” and then we can refer to their – “See CV for this information. This must be a more detailed description than “I have worked 15 years in the field of______ and am an expert in my area.” This second box often is not filled out completely.
Instructions on How to Correctly Fill Out Bio/Disclosure Form Step 1: Fill out Header Title, Activity Number, Start Date * Suggestion – pre-complete the header for all bio/disclosure forms before sending them out. Date Submitted * Can be the same date they signed the form or after Notice the format is – mm/dd/yyyy Role in Educational Activity Suggestion – pre-mark these boxes. If only a planner - mark planner. If a presenter – mark that box, if they play both roles – planner and presenter then mark both boxes. Section 1: Demographic Data All fields must be completed Name, credentials….This most match identically with what they enter as their signature in Section 6 Position/title Current Employer/address Phone Email address Suggestion – highlight in yellow the requested data categories Section 2: Education/Expertise Suggestion – list degrees and institutions but also if claiming any sort of credential – show the year received, certificate number, institution (as appropriate) Example – CHES, 2007, Certificate Number 123455 Describe expertise specific to the educational activity…really we need work experience cut and pasted from their CV and placed here. If they don’t want to fill this out – they can type “See CV” and then we can refer to their CV for this information. This must be a more detailed description than “I have worked 15 years in the field of______ and am an expert in my area.” This second box often is not filled out completely.
Instructions-on-How-to-Correctly-Fill-Out-Bio.docx