This page summarises the steps from project conception to conducting initial workshops. It looks at:

1. Setting up your tools
2. Choosing your contacts
3. Setting up your calendar

Curators may also need to support partners in getting their calendars linked to PlaceCal. For this, refer to the Partner Admin handbook.

1. Setting up your tools

You’ll need a system of simple tools to manage the project. Here are the steps you need to go through to get set up:

• Spend time before you begin thinking about how you will record meetings, engagements, followups, etc. – detailed notes are important.
• Start your project in either a spreadsheet or use a copy of our Airtable reporting tool (we’ll provide you with this), depending on which technology you’d prefer.
• You can choose between software such as Google Calendar, Office365 or your own website software as a means of recording events. PlaceCal works with your existing tools.

2. Choosing your contacts

Now we’ll cover choosing your contacts and deciding what to say to them.

• Ask yourself who are the people you need to talk to? What are the main places you need to visit?
• Make a list of all the key people and organisations you want to get on board.
• Think about each person or organisation and what they might need from you when you get in contact.
• Start out with the easier targets and bigger organisations since having “social proof” will make it easier to later convince other people to join.
• Add any events you discover along the way to your Google Calendar. This calendar can later be printed or shared with other people and will become a useful resource.

3. Setting up your calendar