Free download from NSpine. The questions to answer before you commit to a date, a venue or a budget.
1. Why you, and why this course?
- What are you, your team or your hospital known for that few others can teach?
- Is there a group of surgeons who genuinely need this training? Where are they?
- Who is it for: residents, fellows, consultants, nurses, or a mix? How many is realistic?
- What will delegates be able to do afterwards that they cannot do now?
- Which courses already cover this, and how is yours different?
2. Format
- Case-based masterclass: small group, low cost.
- Hands-on lab on cadavers or high-fidelity models: high learning value, costly and complex.
- Conference: wide reach, sponsors and exhibition, the largest budget.
- Which format best fits your aim and your audience?
3. Venue and location
- Is it easy to reach for international delegates and faculty? Enough flights? Visas easy to get?
- Is there reasonably priced, good accommodation nearby?
- A large regional city attracts local industry; a remote venue attracts little.
- For industry support, the venue must not have a leisure or resort character (MedTech Europe rules).
- For labs: licensed cadaver facilities, or space for simulation models?
- For exhibitors: goods lift, loading access, parking bays, weight and size limits, local stand builders.
- Do your dates clash with major meetings or holidays?
4. Faculty and programme
- Who chairs the course, and do they have standing in the field?
- How much local expertise can you use? Local faculty cut travel and hotel costs.
- How many international experts do you really need?
- For labs: how many faculty per workstation?
- Is the balance right between lectures, cases and hands-on time?
- Which implants, instruments and equipment are needed, and who supplies them?
5. Budget and funding
- Which industry partners already support you, and how firm is that support?
- What registration fee can your delegates realistically pay? How many delegates do you need to break even?
- Main costs: venue, specimens or models, faculty travel, catering, audiovisual, marketing.
- Hidden costs: airport shuttles and taxis, faculty dinners, per diems, speaker gifts, audiovisual not included by the venue, room extras such as layout and tablecloths, and minimum room bookings.
- How much financial risk are you prepared to carry?
6. Compliance and accreditation
- If industry sponsors the event, it must meet MedTech Europe rules and pass the Conference Vetting System.
- Do you want CME credits? Allow for the application lead time.
- Are faculty fees and expenses reasonable and documented?
- Is any social programme modest and secondary to the science?
7. Timeline
| Before the event | What happens |
|---|---|
| 12 months | Start planning, look for the venue |
| 12 to 9 months | First announcement; sessions and course chairs set; venue secured |
| 9 months | Faculty invited and confirmed; first sponsor talks |
| 6 months | Final programme; travel and hotels booked; registration open; CME and Conference Vetting System submitted |
| 3 months | Marketing push; logistics confirmed |
| 1 month | Final numbers, briefings, materials |
Smaller meetings can work to a shorter timeline.
8. Marketing, registration and money
- Who exactly is your audience, and which channels reach them: society mailings, your network, social media, partners?
- Marketing emails cannot be sent to anyone without consent. Which lists can you lawfully use?
- Early-bird dates, online registration and payment, invoices for hospitals, cancellation and refund rules.
- Fees from delegates and sponsors usually involve VAT and need a proper business account. Money taken personally may count as your personal income. Check this with an accountant before you take any payment.
That's a lot to handle alongside a full clinical job.
NSpine takes care of all of it, so you can focus on the teaching. Book a free 30-minute call with Sebastien Moros at info@nspine.com. How it works →
This planner is general guidance, not legal, tax or compliance advice.