Train the Trainer Workshop Setting up and running a cycle based delivery business Contract n°: IEE/13/628/SI Project duration : may 2014 – april 2017 Slides version : oct 2014

Introductions Gary Armstrong Innovative cycle based delivery company – Cambridge, UK EU project to promote the use of bicycles for carrying cargo in urban areas

Introductions – Ice Breaker Your name Where you are from – Town/City, Country Most unusual thing you have delivered using a cargo bike Tell Us

Aims & Objectives of This Workshop What do you want to get out of this workshop? EXERCISE

Aims & Objectives of This Workshop Marketing & promoting the workshop to potential participants Workshop organisation and administration Devising a workshop agenda Presenting the workshop Amending the workshop material to meet local conditions Evaluating the workshop Introduction to the Business Planner Methodology for handling enquiries

Agenda 1.Training Workshop (as run by Outspoken Delivery) -Organisation & Administration -Marketing & Promotion -Workshop Agenda -Walkthrough of training presentation & exercises -Workshop supporting material -Evaluation 2.Training Workshop (as run by Txita) 3.Business Planner 4.Handling Enquiries (know-how transfer) 5.Summary & Wrap-up TIMING Lunch to Coffee Break to Finish 18.00

Training Workshop – Organisation & Administration What organisation and administration needs to be in place to run a successful workshop? EXERCISE

Training Workshop – Organisation & Administration Duration Half day or full day

Training Workshop – Organisation & Administration Duration Half day or full day Number of Participants Maximum 20

Training Workshop – Organisation & Administration Venue Room Capacity Room Layout (workshop style) Catering (on arrival, breaks, lunch) Facilities (IT, projector, screen, wi-fi, etc) Try-out Space Duration Half day or full day Number of Participants Maximum 20

Training Workshop – Organisation & Administration Venue Room Capacity Room Layout (workshop style) Catering (on arrival, breaks, lunch) Facilities (IT, projector, screen, wi-fi, etc) Try-out Space Duration Half day or full day Number of Participants Maximum 20 Presenters Main presenter Local cyclelogistics operator Bike Supplier

Training Workshop – Organisation & Administration Venue Room Capacity Room Layout (workshop style) Catering (on arrival, breaks, lunch) Facilities (IT, projector, screen, wi-fi, etc) Try-out Space Registration Enquiries Registering participants Participant communication (confirmation, joining instructions, special needs) Travel & accommodation advice Duration Half day or full day Number of Participants Maximum 20 Presenters Main presenter Local cyclelogistics operator Bike Supplier

Training Workshop – Organisation & Administration Venue Room Capacity Room Layout (workshop style) Catering (on arrival, breaks, lunch) Facilities (IT, projector, screen, wi-fi, etc) Try-out Space Registration Enquiries Registering participants Participant communication (confirmation, joining instructions, special needs) Travel & accommodation advice Duration Half day or full day Number of Participants Maximum 20 Presenters Main presenter Local cyclelogistics operator Bike Supplier Participant Fee

Training Workshop – Organisation & Administration Venue Room Capacity Room Layout (workshop style) Catering (on arrival, breaks, lunch) Facilities (IT, projector, screen, wi-fi, etc) Try-out Space Registration Enquiries Registering participants Participant communication (confirmation, joining instructions, special needs) Travel & accommodation advice Duration Half day or full day Number of Participants Maximum 20 Presenters Main presenter Local cyclelogistics operator Bike Supplier Evaluation Form Access to material Participant Fee

Training Workshop – Organisation & Administration Remember to take photographs!

Training Workshop – Marketing & Promotion

Change photographs

Training Workshop – Marketing & Promotion Change photographs Edit arrangements

Training Workshop – Marketing & Promotion Change photographs Edit arrangements Delivery Language

Training Workshop – Marketing & Promotion Change photographs Edit arrangements Delivery Language Local Language

Training Workshop – Marketing & Promotion Where to promote the workshop: Local/national contacts Press & broadcast media Own website Social media (Twitter, Facebook) National cycling campaigning groups ECLF website – set up event ECLF mailing list – can provide contact list for your country CycleLogistics Ahead website European Cyclists’ Federation website Look for a partner to host workshop (eg municipality, local government office, sustainability group, etc)

Training Workshop – Workshop Agenda 1.Provide a written agenda in advance 2.Allow time for participants to try out cargo bikes/trikes 3.Keep to time! - start on time - breaks & lunch - finish on time 4. Back-up & filler material

Training Workshop – Workshop Agenda Backup & Filler Material Videos from CycleLogistics operators European Cycle Logistics Federation Conference International Cargo Bike Festival CycleLogistics Ahead Project Material See “Backup CycleLogistics Material” for full list of resources

Training Workshop – Workshop Walkthrough Walkthrough of presentation material and workshop exercises Presentation is Prezi based (can copy to Powerpoint via PDF) Workshop material based on the Outspoken way of working Anecdotes Presentation and exercises may need amending to: -Meet local conditions/legislation -Highlight how operations are handled in a different way -Reflect local cyclelogistics company (eg. logo, photos, etc) -Be in local language

Training Workshop – Workshop Walkthrough EXERCISE Think how you might amend each of the respective presentation sections 1.Business Planning (Imagine Cargo) 2.Equipment (Bicicapace) 3.Market Research – Cargo Types (Urbanbm) 4.Service Types (Ecopony Express) 5.Pricing & Delivery Area (TRT) 6.Marketing & Promotion (Hajtas Pajtas) 7.Potential Customers (Messenger) 8.Staffing (Txita) 9.Unique Selling Points (Urban-e) 10.Set-up & Running Costs (FIAB) 5 minutes (maximum) for each company to present their ideas!

Training Workshop – Workshop Walkthrough Walk through prezi

Training Workshop – Workshop Supporting Material 13 page summary of workshop presentation Potential amendment requirements: -Language -Photos & logo -Reflect any changes to presentation Sections most likely to change: -3. Market Research – Cargo Types -6. Marketing & Promotion -8. Potential customers -9. Staffing -Resources Only hand-out on receipt of completed evaluation form

Training Workshop – Participant Evaluation Why is the participant evaluation important?

Training Workshop – Participant Evaluation Why is the participant evaluation important? 1.Evaluation provides valuable feedback on what needs to be improved 2.Allows workshop to evolve to meet new requirements 3.Provides a record of who attended – important for CycleLogistics Ahead targets 4.Provides an audit capability – highlights the good from the not so good presenters 5.Documentary evidence & photographs It is a requirement to provide ECLF with a copy of all the evaluation forms and a summary

Training Workshop – Participant Evaluation Keep it simple – 1 page maximum Create incentive to complete Produce a summary of all the responses

Training Workshop – Participant Evaluation

Training Workshop – Txita Workshop 1 or 2 Day training course based on the following modules Module 1: Company & Services Module 2: The City Module 3: Sector evolution and interesting partners Module 4: Vehicles Module 5: Market Analysis Module 6: Operations (based on customer type) Module 7: Advertising Module 8: Viability plan Module 9: Questions & clarifications

Training Workshop – The Business Planner Business planning tool for start-up CycleLogistics companies Excel worksheet (currency independent) Three main elements: - data input sheets on income and expenditure - monthly & annual summary sheets (including a P&L) - contract planner

Training Workshop – Handling Enquiries Context As profile widens enquires will be received - individuals wanting to set up a Cycle Logistics company - existing CycleLogistics companies who have just started trading - existing companies wanting to use cargo bikes/trikes - researchers/students - enquires from Europe and worldwide First CycleLogistics project – 70 enquires received (11 co’s subsequently set up) 10 enquires so far received in CycleLogistics Ahead Methodology needed to handle enquires

Training Workshop – Handling Enquiries Methodology 1.Log enquiry – CLA needs to report on this 2.Initial response providing information 3.Telephone/skype conversation with enquirer 4.Invite to a workshop (if one to be run shortly) 5.Invite to your premises to see how you operate 6.Provide support and advice

Training Workshop – Handling Enquiries 1. Log Enquiry (CLA need this information!): Date Name or Company Contact name address Telephone/skype number Web site if appropriate City Country Source Status ( ed, telephone conversation, workshop, visit, joined ECLF) Name of company subsequently set up Notes

Training Workshop – Handling Enquiries 2. Initial response with information (devise a template): Case study of your company Description of cargo bikes/trikes used Economic argument document Link to an appropriate presentation on your company Attach any additional and relevant documents or links - Published articles - Presentations (ECLF 2014 conference) Link to CycleLogistics Ahead website Link to European Cycle Logistics Ahead website Invite them to call to discuss material and ask questions

Training Workshop – Handling Enquiries 3. Telephone/skype conversation with enquirer 4. Invite to a workshop (if one to be run shortly) 5. Invite to your premises to see how you operate 6. Provide ongoing support and advice Enquirer will probably have lots of questions! If you have a presentation about your company do a walkthrough Encourage them to sign-up to ECLF Enquirer can see operation If appropriate let them work for you for 1 or 2 days

Training Workshop – Handling Enquiries Useful Material 1.Templates - enquiry log sheet - template used by Outspoken Delivery 2.CycleLogistics & ECLF websites & CycleLogistics Deliverables - D3.2 Resource Pack – Commercial Delivery using cargo bikes - D6.9 Final public report - D7.1 CycleLogistics Baseline Study 4.CycleLogistics Press Coverage Presentations from the 2014 European Cycle Logistics Federation conference

Training Workshop – Summary & Wrap-up Concerns about running a workshop Location ideas for potential workshops Any amendments to material to be reviewed by ECLF Information required by ECLF (eg evaluations forms & photos) We can provide support & advice Evaluation

Contact WP4 Training & Know-how Transfer Leader Gary Armstrong Outspoken Delivery, Cambridge, UK Tel: