Selection Criteria

In the selection process, carried out by a group working collaboratively that includes the Education Development Committee and the Council of Deans, the following criteria will be considered:

• Timing of rollout of the content in light of other content from the same content category area, with a lens on not oversaturating any one content area or neglecting others.
• Opportunities to maximize the impact and uptake of content by members. 
• Balancing the need to hear fresh perspectives from newer voices, as well as from longtime and trusted veteran experts. 
• Identifying and promoting content that can be repurposed for use with our Collaboratories – where these groups can utilize the content to dive further into discussion or practice. 
• The relevance, credentials, and expertise of the presenter related to the topic being presented. 
• Content that will grow and expand upon the perspectives widely shared in our field.

Content is reviewed on a quarterly basis. Those who submit content can expect to hear back by early in the following quarter. Topics tied to a current event or time sensitive trend will be fast tracked as necessary. 

Diversity is extremely important for the PPI team, and we encourage Black, Indigenous, Latinx, Asian, LGBTQIA+, and those who hold marginalized identities, including religious or cultural, as well as those not listed to submit. 

Channel Definitions

Podcast: 

Channel Definition: A public facing platform to attract and engage a wide audience, showcasing expertise across the organization, driving interest in membership, and educating the audience on the benefits of purposeful planning at large. The focus of these topics is concise, digestible content suitable for the broader audience, featuring casual conversations with less than three main talking points. 

Benefits 

• for Presenters: opportunity to reach a public audience as a thought leader on a particular subject area related to Purposeful Planning
• for Learners: Information offered in a brief, accessible high-level, one way learning downloadable format

Webinar: 

Channel Definition: Exclusive content for paid members offering more structured presentations tailored to the needs and interests of advisors doing the work of purposeful planning. Content may include advanced insights on topics with more in depth concepts, having both a live and on-demand webinar recording audience, and geared towards deeper learning and professional development.

Benefits

• for Presenters: opportunity to be recognized in the community as a thought leader on a particular in-depth subject area and to circulate thought leadership amongst a community of like minded professionals. 
• for Learners: Information offered live with limited engagement back to presenter and via chat and q&a with other listeners, as well as offered on-demand in recorded webinar format in the archives

Written Material:

Channel Definition: Exclusive content for paid members offering articles for the benefit of education and tools to bolster practice and approaches. 

Benefits

• for Presenters: opportunity to be recognized in the community as a thought leader on a particular in-depth subject area and to circulate thought leadership amongst a community of like minded professionals. 
• for Learners: to derive educational benefit from articles and to utilize the tools shared by PPI thought leaders.