Speaker Management¶

Overview¶

Speaker Management covers speaker profiles, call for speakers (CFP), applications with fee negotiation, contracts, travel/content/day-of workflows, program integration, feedback, alumni renewal, and check-in.

Purpose¶

Run end-to-end speaker operations from CFP through on-stage delivery and post-event feedback.

Who should use it¶

Content/program teams
Speaker liaisons
Speakers submitting proposals
Travel coordinators

Benefits¶

Slot budgeting (keynotes, panels, workshops, lightning)
Counter-offer and contract signing flows
Travel and content wizards
Program assignment integration

Roadmap: Judge panels / judging workflows are NOT implemented in the current codebase. Speaker review is organizer/staff-driven only.

Action	Path
Speakers hub	`/speakers/`
CFP list	`/speakers/call/`
CFP detail	`/speakers/call/<pk>/<tag>/`
Apply	`/speakers/apply/<pk>/<tag>/`
Event dashboard	`/speakers/events/<pk>/<tag>/dashboard/`
Applications	`/speakers/events/<pk>/<tag>/applications/`
Travel overview	`/speakers/events/<pk>/<tag>/travel/`
Day-of board	`/speakers/events/<pk>/<tag>/dayof/`
Check-in	`/speakers/events/<pk>/<tag>/checkin/`
Review queue	`/speakers/review/`

Prerequisites¶

Subscription: Presenter Pro+ (speakers tool key)
Event: speakers_enabled=True
Wizard step speakers with slots and deadline
(Recommended) Program module for scheduling

Step-by-step — Open CFP¶

Enable Speakers on event.
Wizard: call info, deadlines, slot counts, fee budget, topics.
Set speaker_approval_type.
Speakers browse /speakers/opportunities/ or direct CFP link.

Step-by-step — Application lifecycle¶

Speaker creates profile → submits proposal.
Organizer reviews (application_review).
Fee negotiation / counter-offer paths.
Contract signing → travel + content wizards.
Program assignment → speaker confirms slot.
Day-of check-in → feedback collection.

[SCREENSHOT: Speaker application review]

Field descriptions¶

Event field	Description
`speaker_call_info`	CFP marketing text
`speaker_application_deadline`	Last acceptance date
`speaker_slot_*`	Keynotes, panels, workshops, lightning counts
`speaker_fee_budget`	Total budget cap
`speaker_topics_needed`	One topic per line
`speaker_check_in_location`	Desk location

Application statuses (workflow)¶

draft, submitted, under_review, approved, rejected, waitlisted, counter_offer, confirmed, cancelled

Business rules¶

Rule	Detail
Slot caps	Enforced against `speaker_slot_*` fields
Waitlist	`waitlisted` status available
No judges	Review by host/staff only — judges not implemented
Alumni	Renewal invites for returning speakers
Program link	Session assignment via Program module

Validation rules¶

Deadline enforced on new submissions
Required profile fields per application form

User permissions¶

Role	Apply	Review	Contract
Speaker	✅	❌	Sign own
Host	Invite	✅	✅
Staff	✅	✅ admin	✅

Workflow¶

stateDiagram-v2 [*] --> Draft Draft --> Submitted Submitted --> UnderReview UnderReview --> Approved UnderReview --> Rejected UnderReview --> Waitlisted UnderReview --> CounterOffer CounterOffer --> Confirmed Approved --> Confirmed Confirmed --> [*]

Examples¶

Dev conference CFP: 3 keynotes, 20 talks, fee negotiation for keynotes only.

Best practices¶

Close CFP on deadline automatically via field
Confirm travel 2 weeks before event
Use day-of board for green room ops

Tips¶

Invite from directory: /speakers/directory/<profile_pk>/invite/
Public feedback link per application
Analytics summary email to organizers

Common mistakes¶

Mistake	Result	Fix
Expect judge scoring	Not available	Use organizer review
Zero slot counts	Confusing CFP	Set slot fields
Skip program link	Speaker not scheduled	Assign in Program

FAQs¶

Is there a judge portal?
No — documented as roadmap; not in codebase.

Speaker vs talent CRM?
Speakers are event-scoped applications; Talent module is org-level CRM.

Troubleshooting¶

Symptom	Cause	Fix
Can't apply	Past deadline	Extend deadline
No schedule	Not assigned	Program module assignment

Screenshot placeholders¶

[SCREENSHOT: CFP detail page]
[SCREENSHOT: Fee negotiation form]
[SCREENSHOT: Day-of speaker board]

Administrator notes¶

Admin review when speaker_approval_type=admin
Travel wizards: speaker + organizer parallel flows

Developer/API notes¶

Web-only speaker workflows.
Status choices in speakers migrations/workflow models.

See also: Known Limitations