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Saturday, February 5, 2011

Meeting Planning - Glamorous, Exciting, Fun!

Day 5, hour 2, 3 to go. serious.
Just for fun, google "meeting planning glamorous" or "event planning glamorous" and you will find a whole page (or seven) of how this is, or is not. You will find some sites dedicated to education for meeting and event planning, you will find FB pages, magazine articles and so much more. 

What any meeting planners know is that it is glamorous. For about 4 days a year. It is always comes with its challenges, and often there is not a full understanding of all that a great planner brings. In this post I am going to focus on Meeting Planners and some of what they bring to each meeting. (The next will be about Event Producers - some focused differences).

Meeting planners have to know a lot, be able to do a lot, and have to be able to exceed stakeholder expectations in live events over and over and over again, being judged one meeting at a time. Of course we never get to work on only one meeting or event at a time, so the pressure is enormous.

Below I have at a glance, what a meeting planner is expected to be an expert on:
  1. Destinations - you are expected to know approximately 123 countries in the world, and which will best meet the expectations of the group and specific meeting
  2. Destination knowledge - local customs, traditions, laws, currency, taxes, gratuities, visas required to enter and exit which may vary based on your participants' country(ies) of origin, weather at the time of year you are considering, levels of service, infrastructure for meetings and events
  3. Venues - of the hotels and venues available, which ones have the appropriate capacity, amenities, location (where the local CVB and DMCs are invaluable resources)
  4. Finance and budgeting - part accountant, part manager, responsible for expenses, revenues, tracking, and staying on track 
  5. Sponsorship consultant - possibly recruitment, certainly fulfillment
  6. Marketer - to internal or external audiences, via print collateral, website, various on-line strategies, journals, word of mouth - to recruit and retain sponsors, exhibitors, delegates, speakers, and more
  7. Media / PR - when you want it how to get it, when you need to avoid it how to manage it
  8. Stakeholder / client manager - you need to keep multiple layers of leaders feeling like their vision is being brought to life
  9. Human resource manager - you need to manage up, down and sideways with internal and external partners
  10. Master communicator - generating reports, written and verbal communication with all levels to ensure comfort for the client and information for the team to be able to execute to the vision, which naturally "evolves"
  11. Law 101 - you have to be able to read, understand and negotiate contracts from multiple suppliers from hotels and conference centres to exhibit, activity or decor contractors and more Negotiating in challenging environments
  12. Negotiator - across all levels of suppliers, often in many cultures with different rules, in union and non-union environments with exclusive and preferred suppliers (including your own)
  13. Ethics expert - ensuring everyone on your team is playing fair
  14. Sustainability leader - meetings and events have a huge impact on both the greening aspects and the 3 P's and the meeting planner needs to lead by example while following their organization's mandates
  15. Team building - one of the reasons we meet is to strengthen team, so whether this is via a formal exercise or informal (networking) opportunities, it is always important
  16. Risk manager- you need to know exactly what is in place from your venue(s) and what your team will do if a crisis affects your meeting, and plan for everything from cords being taped down (not a standard in all countries) to volcanoes, terrorist attacks, illness on-site and so much more
  17. Program development - topic expert or liaising with those who are, providing an understanding of flow. Possibly contributing to how people will learn and take away learnings, working often with a programming committee to match space / amenities available with content desired.
  18. Evaluation - education offered, networking, ROI and more
  19. Technology - you have to keep up on what is not only now, but what is next - the evolution from carousel slides to multiple mobile apps has accelarated in the past 15 years since the internet came to be (1991!) and meeting planners have to be ahead of the curve of their participants
  20. Theming - how to cohesively carry a message through from the first announcement through the programming and the events (programming, decor, entertainment, environment, print / online materials and so much more)
  21. Logistics - from air and ground transportation to food and beverage, room setups and av, communication and signage, bump in to bump out of the many suppliers and participants that will touch and be touched by this event.
  22. Through it all you need to be professional, calm, supportive and inspiring, all while working 16+ hours per day, eating on the fly, and attemping to stay hydrated.
This is where a meeting planner needs a great team to support - which may include a CVB, incentive house, marketing agency, speakers bureau, travel agency, housing bureau, registration team, DMC, Producer and production team, tradeshow management, teambuilding organization, and on-site support, to name a few. Shameless self promotion

Oh there is more... bring it on! There are thousands of great meeting planners out there, who are all continually energized by doing events.  Through it all they continue life-long learning, either within their own organizations or with the meeting planning associations and experts who are continually sharing knowledge on line, in classrooms at universities around the world and at association meetings.

What are you doing to build your knowledge, stay inspired and keep up with your clients?

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