CAPT 1000: Captain Fundamentals
Description. Captain Fundamentals is the foundational course in the Captain’s program. It provides an introduction to event captaining and a general overview of the stages included in the lifecycle of an onsite event. These stages include pre-event preparation and setup, event execution, and post-event breakdown and analysis.
Directions. Please read through each of the course units and complete the knowledge checks at the end of the unit.
To prepare for our in-class activities, please pay special attention to the following topics:
Event Stages
Organizational Chain of Command + Communication Channels
Service Types
Communication
Reading Event Documentation (particularly a BEO)
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Introduction to Event Captaining
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1. The Event Captain
Key Considerations
Service
Service Professional
Event
Event Captain
Key Responsibilities of an Event Captain
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2. The Organizational Perspective
Key Considerations
Definition of an Organization
Definition of a Client, Event Planner, Vendor, and Caterer
Definition of a Venue, the Back of House (BOH), and the Front of House (FOH)
Description of BOH facilities and equipment
Definitions of common BOH roles and responsibilities
Definition of Sanitation
Description of FOH facilities and equipment
Definitions of common FOH roles and responsibilities
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3. Service Types
Key Considerations
Drop-off Service
Coffee Service
Buffet Service
Cocktail and/or Passed Hors D’oeuvres Service
French Service
Plated or American Service
Hybrid Service
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4. Event Types
Key Considerations
Event Types
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5. Communication
Key Considerations
Captain as Communicator
HEART Approach
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Knowledge Check: Introduction to Event Captaining
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Pre-Event Preparation and Setup
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1. Pre-Event Preparation and Setup
Key Considerations
Pre-Event Preparation
Parts of Pre-Event Preparation
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2. Review Safety Protocols
Key Considerations
Personal Safety
Food Safety
Equipment Safety
Evacuation
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3. Review Relevant Documentation
Key Considerations
Event Documentation
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4. BEO and ROS
Key Considerations
Banquet Event Order (BEO)
Aims of a BEO
Key Components of a BEO
Best Practices for Managing a BEO
Run of Show (ROS)
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Video: How to Read a BEO
Key Considerations:
How to Read a BEO
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5. Rental List
Key Considerations
Rental List
Best Practices for Managing a Rental List
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6. Staff List
Key Considerations
Staff List
Best Practices for Managing a Staff List
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7. Floor Plan
Key Considerations
Floor Plan
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8. Order Form and Expediting Sheet
Key Considerations
Order Form
Managing Order Forms
Expediting Sheet
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9. Beverage Inventory Sheet
Key Considerations
Beverage Inventory Sheet
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10. Conduct a Pre-Event Walkthrough
Key Considerations
Walkthrough
Types of Walkthroughs
Best Practices for Conducting a Walkthrough
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11. Conduct a Team Meeting
Key Considerations
Team Meeting
Best Practices for Conducting a Team Meeting
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Knowledge Check: Pre-Event Preparation and Setup
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Event Execution
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Post-Event Breakdown
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Post-Event Analysis