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Open Advice/We are Not Crazy - We are Conference Organizers
We’re Not Crazy... We’re Conference Organizers!
- by Gareth J. Greenaway
- in: Open Advice
This text is available under the CC-BY-SA license. (see also: Open Advice/Info)
Contents |
I started writing this section with what I saw as the requirements and steps for organizing a Free & Open Source conference, however, most of what I found myself saying had been covered by community management expert Dave Neary. So rather than repeat and overlap what Dave had to say, I decided to share various stories from organizing SCALE along with lessons that were learned over the years.
Too much power!
SCALE was started 9 years ago by members of three local Linux Users Group, growing out of a small regional event organized by one of these LUGs. The first time around was definitely a learning experience. Many lessons were learned, there was quite a bit of running around and the event seemed to fly by very quickly. Because none of us had planned an event where we had to be concerned about the load on electrical circuits or power usage, we had not considered it and because of that we ended up tripping the electrical breakers for the venue several times throughout the event.
It’ll work... its wireless!
The second SCALE included many of the lessons learned from the previous year but a new venue would result in new lessons. The Los Angeles Convention Center served as the location for SCALE 2, providing much more space to spread out for the event. The new location also served as our first lesson in contracts with a large organization for things such as A/V equipment, Internet access and exhibitor furniture.
Because of the placement for the event within the convention center, we were forced to locate the show’s registration counters in an area that while visible to arriving attendees would be some distance away from the rest of the show. Our options for providing network access to the registration area were limited as fire regulations prevented running wire, so wireless was the only option. Everything was set up early the day for the show and was working great until mysteriously it was not. The wireless connection providing the much needed network access to the registration counter would simply disappear. There was much troubleshooting, much relocation of equipment and antennas and much frustration. “It should be working” was the only conclusion that everyone could come to, with little insight into why it simply was not working. Suddenly one of the team members, who had been standing some distance from the troubleshooting session, called everyone over to where he had been standing. In front of a large window which overlooked a large convention hall on the lower level, suddenly we all saw what it was he wanted us to see. Below us where dozens of flashing, spinning, pulsating lights staring up at us. Hundreds of electronic devices with flashing lights, sirens, blinking LED signs mockingly interfering with the wireless signals of our poor access points. We suddenly realized that our hours of working, attempting to solve this wireless issue had been futile. In the end we ran an Ethernet cable, taped it down securely as best we could and said a small prayer that the fire marshal would not make a surprise inspection.
Awards shows, snipers and the case of the missing IBM case
Perhaps one of the well-known stories from the history of SCALE is the mishaps and adventures that took place at SCALE 3. The adventures are well-known because as a SCALE attendee that year you could not help but experience them.
The third SCALE was set to take place once again at the L.A. Convention Center, the many months of planning and prep work had been done and everything was shaping up nicely. About 3 weeks prior to the event we received some information about various road closures around the convention center because of an upcoming awards show. The road closures resulted in there being one way in and out of the convention center, definitely not the ideal situation. Fortunately we had the time to alert everyone coming out for the show about the road closures and alternative routes. This was also the first year that SCALE would be a 2-day show, the hope being that things would be spread out a bit and not feel as rushed and hectic.
One of the long standing sponsors and exhibitors that SCALE has had over the years is IBM. They have always remained a welcome addition to the show, unfortunately their attendance is also usually met with some difficulty. The day before the event has typically been reserved as a setup day, an opportunity for the SCALE staff to set up and exhibitors to prepare their booths. It is also the day that any packages that exhibitors have delivered arrive. IBM had planned to showcase a new server line at the show and had had one of these servers shipped to the convention center, unfortunately it had not been delivered to their booth and no one at the convention center knew the whereabouts of the package. Many hours of searching all the possible locations within the convention center had not turned up any clues.
As it turned out, the awards show that would be taking place in a few days had rented a number of rooms for office space and storage needs. On a whim, the event coordinator who was assisting in the search suggested perhaps we search one of their storage rooms in hopes that the IBM case had been delivered there accidentally. The room in question was a small storage closet, inside we found boxes and boxes from the floor to the ceiling of tickets for the upcoming awards show. Behind these boxes, off in a corner was a large blue case with the IBM logo printed across it. Crisis averted!
The rest of the event ran smoothly and was relatively incident-free. As the event wound down a small crowd began to form near some large windows overlooking the street outside, as I walked past I realized what it was everyone was looking at. Several figures, all dressed in black, were moving around on the rooftops of the buildings across the street. All of these figures were carrying sniper rifles and were members of the Los Angeles Police Department’s SWAT team, there in preparation for the awards show that would be starting a few hours from then. This definitely made for an exciting departure from the convention center.
No room at the inn
The fourth SCALE resulted in another venue change, this time the switch was to a hotel instead of a convention center. As the years went by, more and more people were traveling to attend SCALE and staying at local hotels, we decided to explore the possibility of holding SCALE in a hotel. We scouted the area and ended up working with an event coordinator on finding the right venue for the event. Settling on a hotel near the Los Angeles airport, the planning began. Holding an event at the hotel quickly became a source for new lessons on dealing with factors unique to a hotel. One of the most important lessons that we came to learn was making sure that all contracts had an agreed-upon cancellation policy.
Roughly five weeks prior to the event we received a call from the venue telling us that their corporate entity was canceling our event and giving our space to another event. Obviously this came as quite a shock and left us scrambling. The contract with the hotel did not include any sort of agreement for relocation, but simply stated that they could cancel the event without cause.
After many phone calls and negotiations with the original venue, eventually they were willing to provide some funds to help relocate to another venue. The new venue was also willing to honor the same terms regarding electrical, Internet access and A/V equipment. Everything worked out and the SCALE team had learned a valuable lesson when negotiating future contracts.
Curtain Call
All in all, organizing a conference is a rewarding endeavor and a great way to give back to the community. Conferences are an important element, they allow in person interaction in a world that commonly relies on virtual means of communication.
Advice I would give to future conference organizers would be:
- Start small, do not cram too much into an event the first year.
- Take chances, make mistakes, do not be afraid to fail.
- Communication is key!
about the author
Gareth J. Greenaway has been actively involved in the Free & Open Source community since 1997 after discovering Linux. A majority of this involvement has been gathering like-minded people to learn and experience new elements of Free & Open Source software. This involvement began with a small Linux Users Group and has expanded into organizing the Southern California Linux Expo, also known as SCALE. As one of the founding members of the event, Gareth current holds two key positions with the organization. The first role is Conference Operations and the second is Community Relations.