PYM LIVE Atlanta 2015 Digital Guide

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We're excited to be unleashing a series of experiments at our live events this year. Here's our show program for our February 26, 2015 event in Atlanta, Georgia, complete with educational white papers, info about our sponsors, exhibitors, and more! For a full schedule of events, visit http://planyourmeetings.com/events

Transcript

t o day rsquo s AG E N DA 3ndash320 pm Check-in catch-up time

320ndash330 pm PYM LIVE kickoff

330ndash350 pm Bite-Size Education amp Team-Building Session

ldquoTeam-Based Event Designrdquo

350ndash5 pm Speed meetings

5ndash510 pm Break

510ndash515 pm Exercise Bytes fitness break

515ndash615 pm Planner Education ldquoTips to Negotiate and Navigate Like an AV Ninjardquo with Midori Connolly

515ndash615 pm Supplier Roundtable ldquoIndustry Challenges and Solutionsrdquo with Kristi Casey Sanders

615ndash655 pm Networking reception amp 1-on-1 meetings

655ndash7 pm Door prizes and goodbyes

7 pm Tours of the hotel

F E B R U A R Y 2 6 2 0 1 5

PYM Live At antaSites amp Bites

HOSTED BY PRODUCED BYPRESENTED BY

SHARING = CARINGSome door prizes will be given away based on social interactions so tag your tweets

pics and posts with YAYPYM

PYM LIVE ATLANTA | FEBRUARY 26 2015

S P E A K E R B I O S

MIDORI CONNOLLY is the Chief AVGirl of AVGirl Productions and co-founder of an AV company as well as senior tech advisor to 7 Degrees Communications She is a professional speaker and writer who specializes in providing end-to-end hybrid meeting design strategic technology planning and technological execution Her passion is to make technology more human approachable and sustainable You can reach her at midoriavgirlproductionscom or via Twitter AVGirlMidori

KRISTI CASEY SANDERS is an award-winning writer and creative director whorsquos covered the meetings industry since 2003 As VP of CreativeChief Storyteller of Plan Your Meetings a free educational resource for meeting and event planners she works to empower educate and inspire the unsung heroes of the corporate world and help them find the resources ideas and technical knowledge they need to plan better meetings and events through PYMrsquos digital content social communities and PYM LIVE Events Shersquos a popular speaker on the topics of technology sustainability event ROI and proving your own worth In addition to writing about meeting design shersquos also planned annual conferences and done site selection for the Eastern Chapter of the Society of American Travel Writers organized moderated and produced the virtual viewing experience for the 2014 Green Meeting Industry Councilrsquos Sustainable Meetings Conference and is PR Chair of the Atlanta chapter of the global tourism and travel association Skaringl International You can follow her on Twitter PYMLive and KristiCasey Plan well and prosper friends yaypym

M A K E T H E M O S T O F YO U R N E T WO R K I N G T I M E

TOPIWant to know who you should meet while yoursquore here Download our free conference app Topi available for Apple Android and Windows Mobile devices Connect it with your Facebook LinkedIn or other social

profiles and it will show you everyone whorsquos here based on how much you have in common It will also generate private chat rooms where you can connect with people who share your interests You can instantly connect via LinkedIn or add people to your friends list so you can communicate long after this event ends Topi also contains the digital show program and lets you take notes on people you meet Scan the QR code for your device below to download the Topi app and enter the code PYMATL15 to access the event (Want to know something cool Topirsquos app dashboard also powered our event website and registration)

Ezcompymapple

iPhoneiPad

Ezcompymandroid

Android

Ezcompymwindows

Windows mobile

For more information contact Eric Francois | (866) 659-8674 eftopicom | topicom | topi

notes S P E A K E R S

Midori Connolly Planner Education ldquoTips to Negotiate

and Navigate Like an AV Ninjardquo

Kristi Casey SandersSupplier Roundtable ldquoIndustry

Challenges and Solutionsrdquo

Herersquos a list of upcoming 2015 PYM LIVE Events to tell your friends aboutMarch 26 ndash Hotel Palomar San FranciscoApril 25 ndash The SkyDeck Chicago May 21 ndash Hilton Austin Dwtn June 25 ndash Raleigh Marriott City CenterJuly 30 ndash Coors Field Denver Aug 20 ndash Hilton Dallas Plano Granite Park Sept 24 ndash The Wayfarer New YorkNov 17 ndash JW Marriott Houston Dwtn

The Hyatt Atlanta Perimeter at Villa Christina

Atlantarsquos Newest Premier Destination

Extraordinary Events Happen HereContact Jim OrsquoConnell CMPDirector of Sales amp Marketing4000 Summit Blvd bull Atlanta GA 303196785152702 jamesorsquoconnellhyattcom

PLANYOURMEETINGSCOM

notesP R E S E N T I N G S P O N S O R S

THE ALLIANCE THEATREThe Alliance Theatre is the Southeastrsquos leading producing theatre Under the leadership of Susan V Booth Jennings

Hertz Artistic Director the Alliance Theatre received the Regional Theatre Tonyreg Award in recognition of sustained excellence in programming education and community engagement Housed at the Woodruff Arts Center the Alliance enjoys several privileges for group patrons planning events meetings and receptions including FREE event space rental with Alliance Theatre ticket purchases and Woodruff Arts Center Catering contracts

Kate McNeely | (404) 733-4605 | katemcneelywoodruffcenterorg alliancetheatreorg | alliancetheatre

MOUNTAIN MEETING ALLIANCEIntroducing the Mountain Meeting Alliance a collection Coloradorsquos finest independent mountain meeting destinations Discover the majestic beauty warm hospitality intimate business settings and legendary outdoor amenities these unique resorts have to offer groups year-round Our members mdash The Steamboat Grand Beaver

Run Resort Telluride and Copper Mountain Resort mdash want to raise awareness of mountain destinations within the meetings community to bring more exposure to independent properties and mountain locations to maximize marketing and sales dollars and to create more opportunities to showcase the properties by creating a brand thatrsquos synonymous with what we do For more information go to mountainmeetingalliancecom or contact one of the representatives below

Beaver Run Resort | Kelly Virgin | (303) 284-9666 kvirginbeaverruncom | beaverruncom

Copper Mountain Resort | Carol Schmidt | (970) 968-2318 ext 38809 cschmidtcoppercoloradocom | coppermeetingscom

Steamboat Grand | Karen Schneider | (970) 871-5544 kschneidersteamboatgrandcom | steamboatgrandcom

E V E N T H O S T

HYATT ATLANTA PERIMETER AT VILLA CHRISTINAThe moment you walk through our front door gracious southern hospitality defines the welome you will receive at the newly opened Hyatt Atlanta Perimeter at Villa Christina Located inside the Perimeter and just minutes from ultra-chic Buckhead Atlantarsquos new luxury urban resort offers all the comforts of a resort nestled

in the quiet oasis of Perimeter Summit The Hyatt Atlanta Perimeter at Villa Christina has quickly become a favorite location for conventions business meetings weddings and other social events and is destined to be one of the premier hotels in the city

Jim OrsquoConnell | (678) 515-2702 | jamesorsquoconnellhyattcom atlantaperimetervillachristinahyattcom | HyattVillaChris

E V E N T P R O D U C E D BY

PLAN YOUR MEETINGSEverything we do is designed to educate empower and inspire meeting professionals and connect them to the resources people and ideas they need to create better meetings and

events Think of us as your best friend in the industry If you need ideas resources hotel rooms or education visit us at PlanYourMeetingscom connect with us on social networks and ask us to connect you with PYM Partners who want value and respect your business Plan well amp prosper friends yaypym

Claudia Madigan | (678) 837-4027 | claudiamadiganplanyourmeetingscom planyourmeetingscom | pymlive

discover us discover you

Get Rave Reviews for Your Next EventMake your next event unforgettable with tickets to the lead producing theatre in the Southeast

Tony Award-winning Theatre Made in AtlantaThe Tony Award-winning Alliance Theatre is located in the heart of Midtown Atlanta Celebrated for its world premieres and groundbreakingwork in childrenrsquos theatre your Broadway-scale theatre with an Atlanta address specializes in catering to groups of all sizes

BONUS FOR MEETING PLANNERSWith group theatre tickets to the Alliance Theatre you access FREE event space rental at Woodruff Arts Center for pre- or post-show events Groups also access savings priority seating and exclusive behind-the-scenes experiences

Some restrictions apply

Innovative theatre performances running September-May Theatre rentals available (770 seat Alliance Stage 200 seat Hertz Stage black box)

1280 Peachtree Street NE | Atlanta GA 30309 | alliancetheatreorg | 4047334690| ATGroupswoodruffcenterorg

Alliance Theatre

mdash your ticket

to a successful

event

notes

PYM LIVE ATLANTA | FEBRUARY 26 2015

S P E E D M E E T I N G S P O N S O R

LANIER ISLANDSSituated along the shores of Georgiarsquos Great Lake just 45 minutes outside of Atlanta Lanier Islands features 1500 scenic acres beckoning to families and corporate groups alike Marrying luxurious

resort amenities with the unparalleled natural beauty of North Georgia a Lanier Islands vacation is one to be treasured long after your bags have been unpacked and your photos have been uploaded

The sprawling grounds feature an assortment of pet-friendly accommodations from stunning suites and family friendly ranch-style LakeHouses to rustic campsites and splendid villas After a perfect night of sleep Lanier Islands offers a multitude of experiences for your enjoyment and exhilaration Play a round of golf on our award-winning course gallop through the woods by horseback zipline through the trees on a guided canopy tour cruise across the lake in a private pontoon or explore our variety of dining options onsite In the summertime splash away at LanierWorld and in the winter discover our brand new winter experience SnowWorld

Whatever your reason for visiting Lanier Islands Georgia there will always be more reasons to return Make yourself at home at our hotel in Buford GA and allow yourself to unwind and open up to the endless adventures that await Wersquoll see you at the lake

Jill Eisel | (678) 318-2006 | jeiselLanierIslandscom | lanierislandscom | LanierIslands

T E C H S P O N S O R S

CATCHBOXWhether you are planning to host a conference meeting or lecture the Catchbox can help you make your next event memorable and productive by getting audiences engaged and part of the conversation

Pyry Taanila | +35 (840) 043-5459 | infogetcatchboxcom getcatchboxcom | thecatchbox

Bytestrade

on-demand fitness breaks

EXERCISE BYTESExercise Bytes X bytes are on-demand video fitness breaks for meetings training events conferences

and workplaces This new and innovative technology keeps people alert entertained and energized at learning events The breaks are brief sweat-free tailored for participants wearing business attire and for use at their seats Each of the four video breaks integrates easily into the agenda as energy boosters when energy levels are low (mid-morning and mid-afternoon) time fillers to fill unplanned gaps and social icebreakers that build camaraderie Videos can be corporate branded to attract sponsorship revenue

Kim Bercovitz PhD | (855) 892-9837 | kimx-bytescom | x-bytescom | xbytes

PATHABLEAre you ready for an event app that your attendees will love Pathable offers a complete conference experience suite including

middotMobile event app and ldquodesktoprdquo web community platformmiddotPrivate meeting scheduling and personalizable full conference agendamiddotExhibitor lists lead retrieval and interactive tradeshow floor mapsmiddotCommunity and social networking for events and associations

Itrsquos been transformational for conferences like the American Society of Anesthesiologists SAP and hundreds more Contact us for a personal tour

Jordan Schwartz | (866) 809-0252 | salespathablecom | pathablecom | pathable

PYM+Experience the magic of augmented reality with Plan Your Meetingsrsquo PYM+ app for Apple and Android devices (ezcom

pymplusapple and ezcompymplusandroid) If yoursquore interested in enhancing your company materials or show guides with augmented reality content let us know We can create custom channels as well as develop APIs you can embed into existing company or event apps

Evan Casey | (678) 837-4030 | evanplanyourmeetingscom planyourmeetingscom | pymlive

mobile apps and web sites for events

Event Apps that Inspire More

Networking and CommunityPersonalized AgendaPrivate Meeting SchedulingSurveys and PollsInteractive Tradeshow Floor MapsLead Retrieval and Badge Scanning

Give your attendees community

PLANYOURMEETINGSCOM

notesI N - S TAT E PA R T N E R S

CORAL HOSPITALITYContact Tina Godwin Phone (770) 674-2391 Location Alpharetta GA Email tgodwin coralhospitalitycom Web coralhospitalitycom Twitter coral_hosp

DALTON AREA CONVENTION AND VISITORS BUREAUContact Tonya Graham Phone (404) 456-6926 Location Dalton GA Email tonya daltontradecentercom Web daltontradecentercom Twitter VisitDalton

DOUGLASVILLE CONFERENCE CENTERContact Jennifer Bean Phone (678) 449-3116 Location Douglasville GA Email beanjdouglasvillegagov Web visitdouglasvillecom Twitter VisitDouglasville

HOTEL INDIGO ATHENSContact Meg Kozinsky Phone (706) 546-0430 Location Athens GA Email megkozinsky indigoathenscom Web indigoathenscom Twitter indigoathens

JAMES H RAINWATER CONFERENCE CENTERContact Sandra Roose Phone (229) 219-4405 Location Valdosta GA Email sroose valdostatourismcom Web rainwaterconference- centercom Twitter ValdostaMeeting

KING AND PRINCEContact Bud St Pierre Phone (912) 268-5003 Location St Simons Island GA Email bstpierremmihgcom Web kingandprincecom Twitter kingandprince

PEACHTREE CITY CONVENTION amp VISITORS BUREAUContact Jennifer Nirenberg Phone (678) 364-6946 Location Peachtree City GA Email jnirenberg visitpeachtreecitycom Web visitpeachtreecitycom Twitter ptccvb

VISIT MACONContact Kristen Simonton Phone (478) 743-1074 ext 104 Location Macon GA Email ksimonton visitmaconorg Web VisitMaconorg Twitter MaconGaRocks

ZOO ATLANTAContact Faythe VanPelt Phone (404) 624-5608 Location Atlanta GA Email fvanpeltzooatlantaorg Web zooatlantaorg 1212plan_an_event Twitter ZooATL

O U T- O F - S TAT E PA R T N E R S amp M E E T I N G S E RV I C E P R OV I D E R S

AMUSEMENT MASTERSContact Kelly Smink Phone (770) 451-9111 Location Tucker GA Email ksmink amusementmasterscom Web amusementmasterscom Twitter AmusementMasters

AVGIRL PRODUCTIONSContact Midori Connolly Phone (619) 517-5916 Location San Diego CA Email midori avgirlproductionscom Web avgirlproductionscom Twitter AVGirlMidori

BEAVER RUN RESORTContact Kelly Virgin Phone (303) 284-9666 Location Breckenridge CO Email kvirginbeaverruncom Web beaverruncom Twitter BeaverRun

CAESARS ENTERTAINMENTContact Shaun Tracy Phone (702) 777-7961 Location Las Vegas NV Email stracy2caesarscom Web caesarsmeansbusinesscom Twitter caesarsmeetings

COPPER MOUNTAIN RESORTContact Carol Schmidt Phone (970) 968-2318 ext 38809 Location Copper Mountain CO Email cschmidt coppercoloradocom Web coppermeetingscom Twitter CopperMtn

CROWNE PLAZA GREENVILLE SEA PALMS RESORTContact Drew Fransen Phone (770) 231-5540 Location Greenville SC St Simons Island GA Email dfransen valorhospitalitycom Web valorhospitalitycom Twitter CrownePlaza SeaPalmsResort

EAGLEWOOD RESORT amp SPAContact Kelly Kumzi Phone (630) 694-5913 Location Itasca IL Email kkumzi eaglewoodresortcom Web eaglewoodresortcom Twitter EaglewoodResort

HOTEL ARISTAContact Barb Hocker Phone (630) 579-7803 Location Naperville IL Email bhockerhotelaristacom Web hotelaristacom Twitter HotelArista

SENSATIONAL BASKETSContact Helen Taffet Phone (770) 587-5593 Location Alpharetta GA Email helen sensationalbasketscom Web sensationalbasketscom Twitter sensationalbkts

STEAMBOAT GRANDContact Meg Palumbo Phone (970) 871-5537 Location Steamboat Springs CO Email mpalumbosteamboatcom Web steamboatgrandcom Twitter steamboatgrand

VISIT FRANKLIN TNContact Kathryn York Phone (615) 794-8510 Location Franklin TN Email Kathrynvisitfranklincom Web VisitFranklincom Twitter VisitFranklin

On-Demand Fitness Breaks that Energize and Attract

Sponsorship Revenue

How X bytestrade WorksX bytestrade are short video bytes of exercise that are easy to ldquofitrsquorsquo into your already packed schedule

Each of the four X bytestrade videos is under 65 minutes and can fit into your program as

bullA mid-morning and mid-afternoon energy booster when energy levels are low

bullAn on-demand and on-the-spot time filler when things donrsquot go as planned

bullA new and innovative break that creates a memorable experience for attendees

bullA break room program where videos are looped and people follow along at their leisure

Each X bytestrade break consists of an engaging animation of less than a minute a 21 second introduction and a 5-minute fitness break The video can be shown in its entirety or shortened to fit your event schedule

X bytestrade Features and Benefits

bullBrief ndash can be easily inserted into anymeeting or conference program

bullConvenient social icebreaker ndash can bedone at attendeesrsquo seats or in a break room

bullOn-demand delivery ndash videos provide spontaneous and unlimited use

bullSweat-free ndash attendees exercise in their business attire

bullGentle for every body ndash there are no crazydance moves or awkward yoga poses

bullHealthy and memorable break ndash combats sitting fatigue and learning fatigue

X bytestrade are EASY to UseVideos can be downloaded from the Internet and played on a PC or Mac or web streamed

Custom Branding Options

X bytestrade provides sponsorship appeal Custom video branding brings sponsors memorable prominent and frequent exposure

Copyright copy 2013 All Rights Reserved X bytesTM Exercise BytesTM and the X-Man symbol are trademarks of Exercise Bytes Inc

Animation Introduction Fitness BreakLess than 1 minute 21 seconds 5 minutes

Complete Version (Less than 65 min)Abbreviated Version (55 min)

Short Version (5 min)

Let us show you how on-demand fitness breaks during the day can change your conference experience

infox-bytescom wwwx-bytescom 1-855-8xbytes Xbytes

Is your event jam-packed with sessions

Do you ever need to fill program gaps

Looking for new amp innovative sponsorship opportunities

Want to make your events more memorable

on-demand fitness breaks

Our PYM annual features bonus materials that can be unlocked with your mobile device

Download the FREE PYM+ app from Apple and Google Play stores Then scan the magazine to the left with the PYM+ app and see what we mean

Get monthly advice news and inspiration delivered to your inbox plus

bull Our award-winning PYM Annualbull Event invitationsbull Special meeting deals

Claim your free subscription to PYM and join our community of 100000 meeting professionals worldwide

CATCH UP ON THESE FREE ON-DEMAND

WEBINARS

CONTRACT NEGOTIATIONS PREPARED AND FAIR ARE

EFFECTIVE IN ANY MARKETwith Christy Lamagna

CMP CMM CTSMezcomprepared

HOW TO ENSURE YOUR EVENTS INCREASE

CONNECTIONS FOSTER COLLABORATION AND

DELIVER SALES RESULTSwith PYMrsquos Kristi Sanders and

Eric Olson CEO Zeristaezcom1to1

SOCIAL MEDIA SAFARI ITrsquoS A JUNGLE OUT THERE

with Barbara Rozgonyi Principal CoryWest Media

ezcomsocialsafari

Visit planyourmeetingscomcontests monthly to find our latest

surveysreferral promotions and you could win big

Our next event will be on March 26 2015 in San Francisco at the Hotel Palomar

For information about PYM LIVE Events in other cities visit PlanYourMeetingscomevents

FEELING LUCKYARE YOU A CHANGE AGENTDid you know that you inspire us We love hearing your stories seeing your pictures and getting to know more about you and your events Please connect with us on Facebook Twitter LinkedIn Google Plus Instagram Pinterest YouTube and Flickr and share your work images and ideas with us Donrsquot forget to tag your images tweets and posts with yaypym

Plan well and prosper friends

ZOO ATLANTA LUNCHEON

March 5th from 1130-130Contact Faythe VanPelt

(404) 624-5608fvanpeltzooatlantaorg

PEACHTREE CITY CVB FAM

June 19thContact Nancy Price

(678) 216-0282npricevisitpeachtreecitycom

TELL YOUR FRIENDS

PlanYourMeetingscomsubscribe

The only solution that connectseveryone at your event

contacttopicom for a free demo

topifacebookcomtopiapp

Geo-fencing

Questions amp feedbackProfile search

Interest group chats

LinkedIn Connect

Social network integration

TranslationsBroadcasts

In-app sponsorship

Dynamic agenda

Content sharing

and many morehellip

Topi makes it quick for conference participants to find and connect with each other mdash

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

Regardless of whether yoursquore an experienced or entry-level meeting planner you need to be aware of the best practices that have evolved in the industry over the years This guide will help you create and keep track of the goals for your meeting room layouts budgets FampB needs timetables and myriad other details What follows is a compilation of some of the best lists tips and guidelines culled from past Plan Your Meetings issues and LIVE Events updated by our editors advisory board and contributors For more industry news tips trends and advice visit PlanYourMeetingscom

THE PRACTICAL GUIDE TO

MEETING PLANNING

Bytestrade

on-demand fitness breaks

PYM 2015 | PLANYOURMEETINGSCOM2

Clarify the purpose Get the history Establish the goals and objectives Create a complete meeting profile mdash spend time upfront gathering the basic information to build a good foundation

1 What is it A new product launch an annual board meeting an incentive trip a sales meeting or a social event What are the goals

2 Who wants this meeting Who is the decision maker Who are the stakeholders3 Who will be attending Why are they coming What are their expectations

Where are they coming from What is the age range and are the majority male or female Are they bringing family or guests Are there any special needs

4 What have they done before What worked and what didnrsquot What was the cost of past meetings Where have they had meetings in the past Do they want to do something entirely different

5 Donrsquot forget to ask the people who didnrsquot attend last yearrsquos event why they stayed home Knowing that can help you create an irresistible event that they must attend this year

A blueprint will shape your event and can serve as a selling tool Whether you make a formal proposal to a client or simply need to report back to your corporate committee or manager you should prepare a structured proposal

CREATE A BLUEPRINT

o Objectives and preferenceso Geographical informationo Meeting structure

o Demographicso Budget parameters o Summary

THE PROPOSAL SHOULD CONTAIN THE FOLLOWINGo Destination review o Transportation plans o Site informationo Room breakdownso Food and beverage information o Entertainment and other activities o Day-to-day itinerary with grid overview o Cost summary sheet o Planning timetableo Detailed program inclusions (spells out

what is included in cost summary sheet eg site inspection promotion airfare hotel accommodations deacutecor special effects room gifts communication costs etc)

o Program options and enhancements (ie CSRsustainability initiatives)

o Other things to add historical information (if applicable) destination brochures location photos hotelmeeting room layouts brochures from restaurants caterers and entertainers promotional items sample invitations and depending on your relationship with the client your company profile and references If you are going to be responsible for securing sponsors and marketing the event include that information as well

(Note If you need supporting materials on a city and its attractions contact the CVB)

A COVER LETTER MIGHT INCLUDE

DEFINE YOUR MEETING

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

3PLANYOURMEETINGSCOM | PYM 2015

VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

DEVELOP THE BUDGET

LIST ALL FIXED AND VARIABLE COSTS

o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

o Product saleso Program advertisingo Sponsorso Other

LIST ALL REVENUES

8 EXTRA TIPS1 Keep track of how

you arrived at each budgeted item

2 Allow contingencies for the unexpected (about 10 percent

to 15 percent) 3 Have a credit card with the

right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

4 Have cash on hand for tips and other emergencies

5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

6 Keeping track of how much money yoursquove saved helps prove your worth to the company

7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

PYM 2015 | PLANYOURMEETINGSCOM4

AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

offering special guest services Business center printing free Wi-Fi etc

o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

o What attractions are on-site or nearby

FOOD amp BEVERAGEo What are the standard group offerings for

meals and breaks Can menus be created or tailored to your group (Collect menus)

o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

o What are the local liquor lawso What on-site dining venues are available

Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

o Company information (name address website phone and fax)

o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

number of rooms neededo Preferred location of event (city state and

area of town)o Venue requirements (hotel resort special

facility restaurant etc)o Type of event (meeting wedding social

reception product launch etc)

o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

o Offon-site requirements (caterer entertainment and setup)

o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

o ADA requirements (shuttles ramps parking etc)

o Time requirements (deadlines for proposals deposits vendors etc)

o Estimated budget (includes money allocated for event FampB venue travel AV etc)

o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

INCLUDE THE FOLLOWING

PREPARE THE RFP(REQUEST FOR PROPOSAL)

DO SITE INSPECTIONS

SAVE TIME MONEY1 Visit Ezcompymzen and

read about our innovative solution to the pain of sourcing venues

2 Follow the links to our intuitive RFP builder

3 Search comprehensive list of venues Select favorites Compare side by side

4 Click to submit RFPs 5 Receive bids within a few

hours Select winner6 As you go to contracting

phase other bidders are notified and thanked

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

5PLANYOURMEETINGSCOM | PYM 2015

GUEST ROOMSo What is the total number and type of

rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

o How many complimentary rooms are issued for units occupied before during and after the meeting dates

o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

o Ask if the rates apply to children staying in the same room

o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

THE LOBBYo Are the front-of-house staff (doormen

concierge reception etc) efficient and friendly

o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

o Is the lobby inviting Check the cleanliness of public restrooms

o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

o How far is the lobby from the self-park lot

MEETING ROOMSo Walk the space How long does it take

to get to and from roomso What technology is available Are there

fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

and easy to use Is the room comfortably well lit Can it be darkened

o Are temperature controls in the room and easy to use Is the air-conditioning quiet

o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

o Is adequate space available in or near the meeting rooms for breaks

o Does the hotel have in-house or preferred suppliers for AV florals etc

o Does the facility have any theme decorations or props you can use Are they free of charge

13 EXTRA TIPS 1 Prepare in advance

Visit websites 2 Take pictures or video with

camera or phone 3 Bring someone along

another pair of eyes helps 4 Create a timeline

from when you first experienced the property until the day you leave

5 Eat a meal at the property and sample on-site catering menus

6 Get to know the key employees the general manager concierge director of security chef etc

7 Discuss concessions but be ethical honest and realistic about your budget and expectations

8 Make an unannounced visit to the property

9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

11 Are any renovations planned Will the work interfere with your meeting

12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

PYM 2015 | PLANYOURMEETINGSCOM6

1 REPORT BACKo Notify all who were involved in the site

selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

and precise o Ask a meetings industry attorney to review

it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

o Does it contain cancellation clauses attrition fees etc

o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

o Update your meetings reacutesumeacute and double-check details before signing

o Make sure your contract is countersigned and dated by all necessary parties

3 CHOOSE VENDORSo Ask the facility to recommend

vendors if they donrsquot have on-site services or contracts

o Check references and talk with people who have used the service provider

o Meet with caterers and sample foodo Meet with speakers andor entertainers

and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

payment of charges Is there a discount for paying in advance or within a certain time frame

o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

o Finalize written agreements and follow up with final details

o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

and email invitations depending on the preference of your group

INDUSTRY WEBSITESbull Asaecenterorg

American Society of Association Executives

bull Conventionindustryorg Convention Industry Council (CIC)

bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

bull Gmicglobalorg Green Meeting Industry Council

bull Iaap-hqorg International Association of Administrative Professionals

bull Isescom International Special Events Society

bull Meetingscommunitycom MeCo listserve

bull Mpiweborg Meeting Professionals International

bull Pcmaorg Professional Convention Management Assn

bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

bull FacebookcomPlanyourmeetings An online community of meeting professionals

bull Sgmporg Society of Government Meeting Planners

bull Siteglobalcom Society of Incentive amp Travel Executives

FOLLOW THESE 6 STEPS

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

7PLANYOURMEETINGSCOM | PYM 2015

o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

o If no reusable supplies from previous events are available order signs and printed material including nametags

o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

o Arrange delivery of all meetings material with the event manager

o Develop and distribute meeting agenda (include hotel and transportation information)

o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

o Place gift orders wrap and distributeo Make arrangements for post-meeting

disposal of items whether they are to be donated recycled or shipped

6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

IN ADVANCEo Check with the hotel at intervals to review

the agreement plans and to make sure things are on schedule

o Submit group rooming list to hotel and

confirm arrangements three to four weeks out (including menus room setups and special requests)

o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

o Confirm logistical arrangements with other service providers

ON-SITEo Hold pre-conference meeting to

review detailso Confirm arrival of shipped materials

and distributeo Check hotel ldquoreader boardsrdquo for posted

times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

sign banquet checks dailyo Make sure everyone knows whatrsquos

acceptable See that either signage in-room screens or registration packets contain information about ground rules

AFTER THE MEETINGo Gather room pickup and other

reports from facilityo Prepare statistical reports on the

meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

6 EXTRA TIPS1 Room rates are the easiest

item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

5 Be courteous to everyone and make sure your staff is trained to be as well

6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

PYM 2015 | PLANYOURMEETINGSCOM8

o Get estimates and proposals

o Arrange tastings and take photos

o Choose catererrestaurant

o Sign contract

o Pay deposit

o Choose format

o Finalize menus (include special needs)

o Finalize seating deacutecor etc

o Take final head count

o Arrange for tips and taxes

o Arrange transportation and parking

NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

o Ask for references from groups that have held food functions at the facility within the last two months

o Find out how far in advance the property will confirm menureception prices

o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

PLAN YOUR FampB

DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

9PLANYOURMEETINGSCOM | PYM 2015

o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

o Make sure properties charge based on actual not estimated consumption

o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

FRESH IDEASo Put meal coupons in the attendeesrsquo

registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

o Consider an afternoon tea Offer a selection of green teas with finger

sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

o Always make sure buffets are double-sided even for smaller groups

o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

o Use props on the tables to tie in to your theme

o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

5 EXTRA TIPS1 Cutlery Rental cutlery

goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

3 Glassware Rent glasses in every shape and size Try different colors

4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

PYM 2015 | PLANYOURMEETINGSCOM10

Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

PAY ATTENTION TO ROOM SETUPS

7 EXTRA STEPS1 Make sure you take the

overview tour of meeting room locations Are the rooms easy to find How much signage is needed

2 Attendees should be able to leave the room without disturbing anyone else

3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

5 Provide plenty of ice water drinking glasses notepads pencils mints etc

6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

7 People learn and feel better in comfortable attractive surroundings keep that in mind

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

11PLANYOURMEETINGSCOM | PYM 2015

The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

1

2

3

4

5

678

9

1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

2 THEATER SEATING Theater seating maximizes space but it

is far less convenient for note-taking or group interaction

3 CHEVRON SEATING In this setup chairs are angled toward the

front of the room in a V-shape Chevron seating has a friendlier feel

4 CONFERENCE SEATING Used for meetings with 30 participants

or less all chairs gather around one large table

5 U-SHAPE SEATING Also used for small meetings standard

banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

7 T-SHAPE SEATING Another small group setup banquet tables

are arranged to form a large T giving a sense of having a head table where presenters might be seated

8 BANQUET SEATING The standard banquet table is 60 or 72

inches in diameter seats eight or 12 people and is nearly always used at food functions

9 CRESCENT SEATING Similar to banquet seating but the chairs

are placed around one-half or three-quarters of the table Chairs all face the front of the room

SEATING PLANS

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

PYM 2015 | PLANYOURMEETINGSCOM12

o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

o Check contingency plans for illness bad weather power outages etc

o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

o Arrange for something to fill in when the band takes a break

o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

o Check access to freight elevators and be sure to leave time for setup

and breakdowno Be sure to meet with the on-site

technician and make sure you can contact her or him in an emergency

o Check all mics and sound levels well before itrsquos time for the speaker

o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

o Will speaker provide handout material or need copies made

Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

o Have water available at the podiumo Let speakers and other guests know

what meetings or events they are invited to attend Are they invited to the awards dinner

o Are they willing to offer other services MCing working the floor handling an information booth etc

o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

HIRING SPEAKERS amp ENTERTAINMENT

SPEAKERS ONLINEbull Thespeakersgroupcom

Celebrity speakers and experts Search by price range

bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

bull Nsaspeakerorg National Speakers Association

bull Premierespeakerscom International resource for prominent speakers

bull Speakerscom Authors impersonators actors celebrities and special interest speakers

bull Speakingcom Keynote speakers

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

13PLANYOURMEETINGSCOM | PYM 2015

Continued on next page

MANAGE YOUR MEETINGo Get organized with the basics a word

processor a spreadsheet and a databaseo If you need guidance download

free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

o I nvite local press or industry bloggers to attend and cover your event

GET CONNECTEDo Make sure you know how attendees

can get connected to the Internet on-site and at what cost

o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

MAKE IT SNAPPYo Encourage presenters to include YouTube

videos and music in PowerPointKeynotePrezi presentations

o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

SET THE STAGEo Choose a room with adjustable

lighting Keep the room light enough to take notes

o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

o Copy boards let presenters record notes and print them out for attendees

o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

o Multiple panels can double as video-enhanced scenery projecting one or many background images

o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

o You donrsquot need a screen to project images

8 EXTRA TIPS

1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

8 4GLTE cell conections are faster than most Wi-Fi connctions

TECHNOLOGY KNOW-HOW

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

PYM 2015 | PLANYOURMEETINGSCOM14

The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

o Consider creating projected 3-D images to interact with speakers or audience

o Self-contained roll-up venues are available for outdoor events

o Check the presentation sightlines from everywhere in the room

o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

BE PREPAREDo Walkie-talkies are your best friends

All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

Continued

BY AIRo Whorsquos in charge of booking flights

An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

o Note fees for checked luggage

GROUND TRANSPORTATIONo Check with hotels and facilities many

have free dedicated airport shuttles or can provide airport pickups for a minimal fee

o Arrange limousine (Hummer town car) transfers for VIPs

o Do you need to ask for concessions on staging areas and curb space at the airport or venue

o Are police needed for extra security If so who will pay for themo Get advice from the local convention

and visitors bureau (CVB) about how to

GETTING THERE AND BACK

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

15PLANYOURMEETINGSCOM | PYM 2015

handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

o Contact local transportation companies the CVB recommends

o Does the city have a public transportation system that would be useful Are group fares or charters available

o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

equipped vehicles if neededo If venues are within walking distance

give attendees maps

BE PREPAREDo Make sure the vendor carries adequate

insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

is responsible for whato Have passenger lists to check so no one gets

left behindo Keep shuttle vans stocked with water and

light snacks especially if attendees will be getting on and off more than once a day

o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

o If attendees will have bags with them make sure shuttles have ample storage space

o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

PREPARE THEMo Keep attendees informed about what they

should expect before they arrive o Whatrsquos the weather like What activities

are planned Will they need sensible shoes What should they pack

o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

o Donrsquot ever assume attendees know where theyrsquore supposed to be

o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

7 SAFETY TIPS1 Gather a list of emergency

contact numbers from the local CVB and notify authorities when your group will be in town

2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

  • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
  • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
  • Pathable 85x11 adpdf
  • X-Bytes adpdf
  • Topi adpdf
  • PYM Practical Guide to Meeting Planning 2014 r1pdf

    PYM LIVE ATLANTA | FEBRUARY 26 2015

    S P E A K E R B I O S

    MIDORI CONNOLLY is the Chief AVGirl of AVGirl Productions and co-founder of an AV company as well as senior tech advisor to 7 Degrees Communications She is a professional speaker and writer who specializes in providing end-to-end hybrid meeting design strategic technology planning and technological execution Her passion is to make technology more human approachable and sustainable You can reach her at midoriavgirlproductionscom or via Twitter AVGirlMidori

    KRISTI CASEY SANDERS is an award-winning writer and creative director whorsquos covered the meetings industry since 2003 As VP of CreativeChief Storyteller of Plan Your Meetings a free educational resource for meeting and event planners she works to empower educate and inspire the unsung heroes of the corporate world and help them find the resources ideas and technical knowledge they need to plan better meetings and events through PYMrsquos digital content social communities and PYM LIVE Events Shersquos a popular speaker on the topics of technology sustainability event ROI and proving your own worth In addition to writing about meeting design shersquos also planned annual conferences and done site selection for the Eastern Chapter of the Society of American Travel Writers organized moderated and produced the virtual viewing experience for the 2014 Green Meeting Industry Councilrsquos Sustainable Meetings Conference and is PR Chair of the Atlanta chapter of the global tourism and travel association Skaringl International You can follow her on Twitter PYMLive and KristiCasey Plan well and prosper friends yaypym

    M A K E T H E M O S T O F YO U R N E T WO R K I N G T I M E

    TOPIWant to know who you should meet while yoursquore here Download our free conference app Topi available for Apple Android and Windows Mobile devices Connect it with your Facebook LinkedIn or other social

    profiles and it will show you everyone whorsquos here based on how much you have in common It will also generate private chat rooms where you can connect with people who share your interests You can instantly connect via LinkedIn or add people to your friends list so you can communicate long after this event ends Topi also contains the digital show program and lets you take notes on people you meet Scan the QR code for your device below to download the Topi app and enter the code PYMATL15 to access the event (Want to know something cool Topirsquos app dashboard also powered our event website and registration)

    Ezcompymapple

    iPhoneiPad

    Ezcompymandroid

    Android

    Ezcompymwindows

    Windows mobile

    For more information contact Eric Francois | (866) 659-8674 eftopicom | topicom | topi

    notes S P E A K E R S

    Midori Connolly Planner Education ldquoTips to Negotiate

    and Navigate Like an AV Ninjardquo

    Kristi Casey SandersSupplier Roundtable ldquoIndustry

    Challenges and Solutionsrdquo

    Herersquos a list of upcoming 2015 PYM LIVE Events to tell your friends aboutMarch 26 ndash Hotel Palomar San FranciscoApril 25 ndash The SkyDeck Chicago May 21 ndash Hilton Austin Dwtn June 25 ndash Raleigh Marriott City CenterJuly 30 ndash Coors Field Denver Aug 20 ndash Hilton Dallas Plano Granite Park Sept 24 ndash The Wayfarer New YorkNov 17 ndash JW Marriott Houston Dwtn

    The Hyatt Atlanta Perimeter at Villa Christina

    Atlantarsquos Newest Premier Destination

    Extraordinary Events Happen HereContact Jim OrsquoConnell CMPDirector of Sales amp Marketing4000 Summit Blvd bull Atlanta GA 303196785152702 jamesorsquoconnellhyattcom

    PLANYOURMEETINGSCOM

    notesP R E S E N T I N G S P O N S O R S

    THE ALLIANCE THEATREThe Alliance Theatre is the Southeastrsquos leading producing theatre Under the leadership of Susan V Booth Jennings

    Hertz Artistic Director the Alliance Theatre received the Regional Theatre Tonyreg Award in recognition of sustained excellence in programming education and community engagement Housed at the Woodruff Arts Center the Alliance enjoys several privileges for group patrons planning events meetings and receptions including FREE event space rental with Alliance Theatre ticket purchases and Woodruff Arts Center Catering contracts

    Kate McNeely | (404) 733-4605 | katemcneelywoodruffcenterorg alliancetheatreorg | alliancetheatre

    MOUNTAIN MEETING ALLIANCEIntroducing the Mountain Meeting Alliance a collection Coloradorsquos finest independent mountain meeting destinations Discover the majestic beauty warm hospitality intimate business settings and legendary outdoor amenities these unique resorts have to offer groups year-round Our members mdash The Steamboat Grand Beaver

    Run Resort Telluride and Copper Mountain Resort mdash want to raise awareness of mountain destinations within the meetings community to bring more exposure to independent properties and mountain locations to maximize marketing and sales dollars and to create more opportunities to showcase the properties by creating a brand thatrsquos synonymous with what we do For more information go to mountainmeetingalliancecom or contact one of the representatives below

    Beaver Run Resort | Kelly Virgin | (303) 284-9666 kvirginbeaverruncom | beaverruncom

    Copper Mountain Resort | Carol Schmidt | (970) 968-2318 ext 38809 cschmidtcoppercoloradocom | coppermeetingscom

    Steamboat Grand | Karen Schneider | (970) 871-5544 kschneidersteamboatgrandcom | steamboatgrandcom

    E V E N T H O S T

    HYATT ATLANTA PERIMETER AT VILLA CHRISTINAThe moment you walk through our front door gracious southern hospitality defines the welome you will receive at the newly opened Hyatt Atlanta Perimeter at Villa Christina Located inside the Perimeter and just minutes from ultra-chic Buckhead Atlantarsquos new luxury urban resort offers all the comforts of a resort nestled

    in the quiet oasis of Perimeter Summit The Hyatt Atlanta Perimeter at Villa Christina has quickly become a favorite location for conventions business meetings weddings and other social events and is destined to be one of the premier hotels in the city

    Jim OrsquoConnell | (678) 515-2702 | jamesorsquoconnellhyattcom atlantaperimetervillachristinahyattcom | HyattVillaChris

    E V E N T P R O D U C E D BY

    PLAN YOUR MEETINGSEverything we do is designed to educate empower and inspire meeting professionals and connect them to the resources people and ideas they need to create better meetings and

    events Think of us as your best friend in the industry If you need ideas resources hotel rooms or education visit us at PlanYourMeetingscom connect with us on social networks and ask us to connect you with PYM Partners who want value and respect your business Plan well amp prosper friends yaypym

    Claudia Madigan | (678) 837-4027 | claudiamadiganplanyourmeetingscom planyourmeetingscom | pymlive

    discover us discover you

    Get Rave Reviews for Your Next EventMake your next event unforgettable with tickets to the lead producing theatre in the Southeast

    Tony Award-winning Theatre Made in AtlantaThe Tony Award-winning Alliance Theatre is located in the heart of Midtown Atlanta Celebrated for its world premieres and groundbreakingwork in childrenrsquos theatre your Broadway-scale theatre with an Atlanta address specializes in catering to groups of all sizes

    BONUS FOR MEETING PLANNERSWith group theatre tickets to the Alliance Theatre you access FREE event space rental at Woodruff Arts Center for pre- or post-show events Groups also access savings priority seating and exclusive behind-the-scenes experiences

    Some restrictions apply

    Innovative theatre performances running September-May Theatre rentals available (770 seat Alliance Stage 200 seat Hertz Stage black box)

    1280 Peachtree Street NE | Atlanta GA 30309 | alliancetheatreorg | 4047334690| ATGroupswoodruffcenterorg

    Alliance Theatre

    mdash your ticket

    to a successful

    event

    notes

    PYM LIVE ATLANTA | FEBRUARY 26 2015

    S P E E D M E E T I N G S P O N S O R

    LANIER ISLANDSSituated along the shores of Georgiarsquos Great Lake just 45 minutes outside of Atlanta Lanier Islands features 1500 scenic acres beckoning to families and corporate groups alike Marrying luxurious

    resort amenities with the unparalleled natural beauty of North Georgia a Lanier Islands vacation is one to be treasured long after your bags have been unpacked and your photos have been uploaded

    The sprawling grounds feature an assortment of pet-friendly accommodations from stunning suites and family friendly ranch-style LakeHouses to rustic campsites and splendid villas After a perfect night of sleep Lanier Islands offers a multitude of experiences for your enjoyment and exhilaration Play a round of golf on our award-winning course gallop through the woods by horseback zipline through the trees on a guided canopy tour cruise across the lake in a private pontoon or explore our variety of dining options onsite In the summertime splash away at LanierWorld and in the winter discover our brand new winter experience SnowWorld

    Whatever your reason for visiting Lanier Islands Georgia there will always be more reasons to return Make yourself at home at our hotel in Buford GA and allow yourself to unwind and open up to the endless adventures that await Wersquoll see you at the lake

    Jill Eisel | (678) 318-2006 | jeiselLanierIslandscom | lanierislandscom | LanierIslands

    T E C H S P O N S O R S

    CATCHBOXWhether you are planning to host a conference meeting or lecture the Catchbox can help you make your next event memorable and productive by getting audiences engaged and part of the conversation

    Pyry Taanila | +35 (840) 043-5459 | infogetcatchboxcom getcatchboxcom | thecatchbox

    Bytestrade

    on-demand fitness breaks

    EXERCISE BYTESExercise Bytes X bytes are on-demand video fitness breaks for meetings training events conferences

    and workplaces This new and innovative technology keeps people alert entertained and energized at learning events The breaks are brief sweat-free tailored for participants wearing business attire and for use at their seats Each of the four video breaks integrates easily into the agenda as energy boosters when energy levels are low (mid-morning and mid-afternoon) time fillers to fill unplanned gaps and social icebreakers that build camaraderie Videos can be corporate branded to attract sponsorship revenue

    Kim Bercovitz PhD | (855) 892-9837 | kimx-bytescom | x-bytescom | xbytes

    PATHABLEAre you ready for an event app that your attendees will love Pathable offers a complete conference experience suite including

    middotMobile event app and ldquodesktoprdquo web community platformmiddotPrivate meeting scheduling and personalizable full conference agendamiddotExhibitor lists lead retrieval and interactive tradeshow floor mapsmiddotCommunity and social networking for events and associations

    Itrsquos been transformational for conferences like the American Society of Anesthesiologists SAP and hundreds more Contact us for a personal tour

    Jordan Schwartz | (866) 809-0252 | salespathablecom | pathablecom | pathable

    PYM+Experience the magic of augmented reality with Plan Your Meetingsrsquo PYM+ app for Apple and Android devices (ezcom

    pymplusapple and ezcompymplusandroid) If yoursquore interested in enhancing your company materials or show guides with augmented reality content let us know We can create custom channels as well as develop APIs you can embed into existing company or event apps

    Evan Casey | (678) 837-4030 | evanplanyourmeetingscom planyourmeetingscom | pymlive

    mobile apps and web sites for events

    Event Apps that Inspire More

    Networking and CommunityPersonalized AgendaPrivate Meeting SchedulingSurveys and PollsInteractive Tradeshow Floor MapsLead Retrieval and Badge Scanning

    Give your attendees community

    PLANYOURMEETINGSCOM

    notesI N - S TAT E PA R T N E R S

    CORAL HOSPITALITYContact Tina Godwin Phone (770) 674-2391 Location Alpharetta GA Email tgodwin coralhospitalitycom Web coralhospitalitycom Twitter coral_hosp

    DALTON AREA CONVENTION AND VISITORS BUREAUContact Tonya Graham Phone (404) 456-6926 Location Dalton GA Email tonya daltontradecentercom Web daltontradecentercom Twitter VisitDalton

    DOUGLASVILLE CONFERENCE CENTERContact Jennifer Bean Phone (678) 449-3116 Location Douglasville GA Email beanjdouglasvillegagov Web visitdouglasvillecom Twitter VisitDouglasville

    HOTEL INDIGO ATHENSContact Meg Kozinsky Phone (706) 546-0430 Location Athens GA Email megkozinsky indigoathenscom Web indigoathenscom Twitter indigoathens

    JAMES H RAINWATER CONFERENCE CENTERContact Sandra Roose Phone (229) 219-4405 Location Valdosta GA Email sroose valdostatourismcom Web rainwaterconference- centercom Twitter ValdostaMeeting

    KING AND PRINCEContact Bud St Pierre Phone (912) 268-5003 Location St Simons Island GA Email bstpierremmihgcom Web kingandprincecom Twitter kingandprince

    PEACHTREE CITY CONVENTION amp VISITORS BUREAUContact Jennifer Nirenberg Phone (678) 364-6946 Location Peachtree City GA Email jnirenberg visitpeachtreecitycom Web visitpeachtreecitycom Twitter ptccvb

    VISIT MACONContact Kristen Simonton Phone (478) 743-1074 ext 104 Location Macon GA Email ksimonton visitmaconorg Web VisitMaconorg Twitter MaconGaRocks

    ZOO ATLANTAContact Faythe VanPelt Phone (404) 624-5608 Location Atlanta GA Email fvanpeltzooatlantaorg Web zooatlantaorg 1212plan_an_event Twitter ZooATL

    O U T- O F - S TAT E PA R T N E R S amp M E E T I N G S E RV I C E P R OV I D E R S

    AMUSEMENT MASTERSContact Kelly Smink Phone (770) 451-9111 Location Tucker GA Email ksmink amusementmasterscom Web amusementmasterscom Twitter AmusementMasters

    AVGIRL PRODUCTIONSContact Midori Connolly Phone (619) 517-5916 Location San Diego CA Email midori avgirlproductionscom Web avgirlproductionscom Twitter AVGirlMidori

    BEAVER RUN RESORTContact Kelly Virgin Phone (303) 284-9666 Location Breckenridge CO Email kvirginbeaverruncom Web beaverruncom Twitter BeaverRun

    CAESARS ENTERTAINMENTContact Shaun Tracy Phone (702) 777-7961 Location Las Vegas NV Email stracy2caesarscom Web caesarsmeansbusinesscom Twitter caesarsmeetings

    COPPER MOUNTAIN RESORTContact Carol Schmidt Phone (970) 968-2318 ext 38809 Location Copper Mountain CO Email cschmidt coppercoloradocom Web coppermeetingscom Twitter CopperMtn

    CROWNE PLAZA GREENVILLE SEA PALMS RESORTContact Drew Fransen Phone (770) 231-5540 Location Greenville SC St Simons Island GA Email dfransen valorhospitalitycom Web valorhospitalitycom Twitter CrownePlaza SeaPalmsResort

    EAGLEWOOD RESORT amp SPAContact Kelly Kumzi Phone (630) 694-5913 Location Itasca IL Email kkumzi eaglewoodresortcom Web eaglewoodresortcom Twitter EaglewoodResort

    HOTEL ARISTAContact Barb Hocker Phone (630) 579-7803 Location Naperville IL Email bhockerhotelaristacom Web hotelaristacom Twitter HotelArista

    SENSATIONAL BASKETSContact Helen Taffet Phone (770) 587-5593 Location Alpharetta GA Email helen sensationalbasketscom Web sensationalbasketscom Twitter sensationalbkts

    STEAMBOAT GRANDContact Meg Palumbo Phone (970) 871-5537 Location Steamboat Springs CO Email mpalumbosteamboatcom Web steamboatgrandcom Twitter steamboatgrand

    VISIT FRANKLIN TNContact Kathryn York Phone (615) 794-8510 Location Franklin TN Email Kathrynvisitfranklincom Web VisitFranklincom Twitter VisitFranklin

    On-Demand Fitness Breaks that Energize and Attract

    Sponsorship Revenue

    How X bytestrade WorksX bytestrade are short video bytes of exercise that are easy to ldquofitrsquorsquo into your already packed schedule

    Each of the four X bytestrade videos is under 65 minutes and can fit into your program as

    bullA mid-morning and mid-afternoon energy booster when energy levels are low

    bullAn on-demand and on-the-spot time filler when things donrsquot go as planned

    bullA new and innovative break that creates a memorable experience for attendees

    bullA break room program where videos are looped and people follow along at their leisure

    Each X bytestrade break consists of an engaging animation of less than a minute a 21 second introduction and a 5-minute fitness break The video can be shown in its entirety or shortened to fit your event schedule

    X bytestrade Features and Benefits

    bullBrief ndash can be easily inserted into anymeeting or conference program

    bullConvenient social icebreaker ndash can bedone at attendeesrsquo seats or in a break room

    bullOn-demand delivery ndash videos provide spontaneous and unlimited use

    bullSweat-free ndash attendees exercise in their business attire

    bullGentle for every body ndash there are no crazydance moves or awkward yoga poses

    bullHealthy and memorable break ndash combats sitting fatigue and learning fatigue

    X bytestrade are EASY to UseVideos can be downloaded from the Internet and played on a PC or Mac or web streamed

    Custom Branding Options

    X bytestrade provides sponsorship appeal Custom video branding brings sponsors memorable prominent and frequent exposure

    Copyright copy 2013 All Rights Reserved X bytesTM Exercise BytesTM and the X-Man symbol are trademarks of Exercise Bytes Inc

    Animation Introduction Fitness BreakLess than 1 minute 21 seconds 5 minutes

    Complete Version (Less than 65 min)Abbreviated Version (55 min)

    Short Version (5 min)

    Let us show you how on-demand fitness breaks during the day can change your conference experience

    infox-bytescom wwwx-bytescom 1-855-8xbytes Xbytes

    Is your event jam-packed with sessions

    Do you ever need to fill program gaps

    Looking for new amp innovative sponsorship opportunities

    Want to make your events more memorable

    on-demand fitness breaks

    Our PYM annual features bonus materials that can be unlocked with your mobile device

    Download the FREE PYM+ app from Apple and Google Play stores Then scan the magazine to the left with the PYM+ app and see what we mean

    Get monthly advice news and inspiration delivered to your inbox plus

    bull Our award-winning PYM Annualbull Event invitationsbull Special meeting deals

    Claim your free subscription to PYM and join our community of 100000 meeting professionals worldwide

    CATCH UP ON THESE FREE ON-DEMAND

    WEBINARS

    CONTRACT NEGOTIATIONS PREPARED AND FAIR ARE

    EFFECTIVE IN ANY MARKETwith Christy Lamagna

    CMP CMM CTSMezcomprepared

    HOW TO ENSURE YOUR EVENTS INCREASE

    CONNECTIONS FOSTER COLLABORATION AND

    DELIVER SALES RESULTSwith PYMrsquos Kristi Sanders and

    Eric Olson CEO Zeristaezcom1to1

    SOCIAL MEDIA SAFARI ITrsquoS A JUNGLE OUT THERE

    with Barbara Rozgonyi Principal CoryWest Media

    ezcomsocialsafari

    Visit planyourmeetingscomcontests monthly to find our latest

    surveysreferral promotions and you could win big

    Our next event will be on March 26 2015 in San Francisco at the Hotel Palomar

    For information about PYM LIVE Events in other cities visit PlanYourMeetingscomevents

    FEELING LUCKYARE YOU A CHANGE AGENTDid you know that you inspire us We love hearing your stories seeing your pictures and getting to know more about you and your events Please connect with us on Facebook Twitter LinkedIn Google Plus Instagram Pinterest YouTube and Flickr and share your work images and ideas with us Donrsquot forget to tag your images tweets and posts with yaypym

    Plan well and prosper friends

    ZOO ATLANTA LUNCHEON

    March 5th from 1130-130Contact Faythe VanPelt

    (404) 624-5608fvanpeltzooatlantaorg

    PEACHTREE CITY CVB FAM

    June 19thContact Nancy Price

    (678) 216-0282npricevisitpeachtreecitycom

    TELL YOUR FRIENDS

    PlanYourMeetingscomsubscribe

    The only solution that connectseveryone at your event

    contacttopicom for a free demo

    topifacebookcomtopiapp

    Geo-fencing

    Questions amp feedbackProfile search

    Interest group chats

    LinkedIn Connect

    Social network integration

    TranslationsBroadcasts

    In-app sponsorship

    Dynamic agenda

    Content sharing

    and many morehellip

    Topi makes it quick for conference participants to find and connect with each other mdash

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    Regardless of whether yoursquore an experienced or entry-level meeting planner you need to be aware of the best practices that have evolved in the industry over the years This guide will help you create and keep track of the goals for your meeting room layouts budgets FampB needs timetables and myriad other details What follows is a compilation of some of the best lists tips and guidelines culled from past Plan Your Meetings issues and LIVE Events updated by our editors advisory board and contributors For more industry news tips trends and advice visit PlanYourMeetingscom

    THE PRACTICAL GUIDE TO

    MEETING PLANNING

    Bytestrade

    on-demand fitness breaks

    PYM 2015 | PLANYOURMEETINGSCOM2

    Clarify the purpose Get the history Establish the goals and objectives Create a complete meeting profile mdash spend time upfront gathering the basic information to build a good foundation

    1 What is it A new product launch an annual board meeting an incentive trip a sales meeting or a social event What are the goals

    2 Who wants this meeting Who is the decision maker Who are the stakeholders3 Who will be attending Why are they coming What are their expectations

    Where are they coming from What is the age range and are the majority male or female Are they bringing family or guests Are there any special needs

    4 What have they done before What worked and what didnrsquot What was the cost of past meetings Where have they had meetings in the past Do they want to do something entirely different

    5 Donrsquot forget to ask the people who didnrsquot attend last yearrsquos event why they stayed home Knowing that can help you create an irresistible event that they must attend this year

    A blueprint will shape your event and can serve as a selling tool Whether you make a formal proposal to a client or simply need to report back to your corporate committee or manager you should prepare a structured proposal

    CREATE A BLUEPRINT

    o Objectives and preferenceso Geographical informationo Meeting structure

    o Demographicso Budget parameters o Summary

    THE PROPOSAL SHOULD CONTAIN THE FOLLOWINGo Destination review o Transportation plans o Site informationo Room breakdownso Food and beverage information o Entertainment and other activities o Day-to-day itinerary with grid overview o Cost summary sheet o Planning timetableo Detailed program inclusions (spells out

    what is included in cost summary sheet eg site inspection promotion airfare hotel accommodations deacutecor special effects room gifts communication costs etc)

    o Program options and enhancements (ie CSRsustainability initiatives)

    o Other things to add historical information (if applicable) destination brochures location photos hotelmeeting room layouts brochures from restaurants caterers and entertainers promotional items sample invitations and depending on your relationship with the client your company profile and references If you are going to be responsible for securing sponsors and marketing the event include that information as well

    (Note If you need supporting materials on a city and its attractions contact the CVB)

    A COVER LETTER MIGHT INCLUDE

    DEFINE YOUR MEETING

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    3PLANYOURMEETINGSCOM | PYM 2015

    VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

    ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

    FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

    PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

    AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

    PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

    SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

    TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

    ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

    The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

    DEVELOP THE BUDGET

    LIST ALL FIXED AND VARIABLE COSTS

    o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

    o Product saleso Program advertisingo Sponsorso Other

    LIST ALL REVENUES

    8 EXTRA TIPS1 Keep track of how

    you arrived at each budgeted item

    2 Allow contingencies for the unexpected (about 10 percent

    to 15 percent) 3 Have a credit card with the

    right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

    4 Have cash on hand for tips and other emergencies

    5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

    6 Keeping track of how much money yoursquove saved helps prove your worth to the company

    7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

    8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    PYM 2015 | PLANYOURMEETINGSCOM4

    AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

    offering special guest services Business center printing free Wi-Fi etc

    o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

    o What attractions are on-site or nearby

    FOOD amp BEVERAGEo What are the standard group offerings for

    meals and breaks Can menus be created or tailored to your group (Collect menus)

    o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

    o What are the local liquor lawso What on-site dining venues are available

    Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

    BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

    o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

    o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

    After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

    o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

    o Company information (name address website phone and fax)

    o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

    number of rooms neededo Preferred location of event (city state and

    area of town)o Venue requirements (hotel resort special

    facility restaurant etc)o Type of event (meeting wedding social

    reception product launch etc)

    o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

    o Offon-site requirements (caterer entertainment and setup)

    o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

    o ADA requirements (shuttles ramps parking etc)

    o Time requirements (deadlines for proposals deposits vendors etc)

    o Estimated budget (includes money allocated for event FampB venue travel AV etc)

    o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

    INCLUDE THE FOLLOWING

    PREPARE THE RFP(REQUEST FOR PROPOSAL)

    DO SITE INSPECTIONS

    SAVE TIME MONEY1 Visit Ezcompymzen and

    read about our innovative solution to the pain of sourcing venues

    2 Follow the links to our intuitive RFP builder

    3 Search comprehensive list of venues Select favorites Compare side by side

    4 Click to submit RFPs 5 Receive bids within a few

    hours Select winner6 As you go to contracting

    phase other bidders are notified and thanked

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    5PLANYOURMEETINGSCOM | PYM 2015

    GUEST ROOMSo What is the total number and type of

    rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

    o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

    o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

    o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

    o How many complimentary rooms are issued for units occupied before during and after the meeting dates

    o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

    o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

    o Ask if the rates apply to children staying in the same room

    o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

    o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

    o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

    shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

    THE LOBBYo Are the front-of-house staff (doormen

    concierge reception etc) efficient and friendly

    o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

    o Is the lobby inviting Check the cleanliness of public restrooms

    o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

    o How far is the lobby from the self-park lot

    MEETING ROOMSo Walk the space How long does it take

    to get to and from roomso What technology is available Are there

    fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

    and easy to use Is the room comfortably well lit Can it be darkened

    o Are temperature controls in the room and easy to use Is the air-conditioning quiet

    o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

    o Is adequate space available in or near the meeting rooms for breaks

    o Does the hotel have in-house or preferred suppliers for AV florals etc

    o Does the facility have any theme decorations or props you can use Are they free of charge

    13 EXTRA TIPS 1 Prepare in advance

    Visit websites 2 Take pictures or video with

    camera or phone 3 Bring someone along

    another pair of eyes helps 4 Create a timeline

    from when you first experienced the property until the day you leave

    5 Eat a meal at the property and sample on-site catering menus

    6 Get to know the key employees the general manager concierge director of security chef etc

    7 Discuss concessions but be ethical honest and realistic about your budget and expectations

    8 Make an unannounced visit to the property

    9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

    10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

    11 Are any renovations planned Will the work interfere with your meeting

    12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

    13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    PYM 2015 | PLANYOURMEETINGSCOM6

    1 REPORT BACKo Notify all who were involved in the site

    selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

    o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

    2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

    and precise o Ask a meetings industry attorney to review

    it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

    o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

    o Does it contain cancellation clauses attrition fees etc

    o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

    ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

    o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

    o Update your meetings reacutesumeacute and double-check details before signing

    o Make sure your contract is countersigned and dated by all necessary parties

    3 CHOOSE VENDORSo Ask the facility to recommend

    vendors if they donrsquot have on-site services or contracts

    o Check references and talk with people who have used the service provider

    o Meet with caterers and sample foodo Meet with speakers andor entertainers

    and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

    o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

    payment of charges Is there a discount for paying in advance or within a certain time frame

    o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

    o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

    o Finalize written agreements and follow up with final details

    o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

    4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

    5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

    and email invitations depending on the preference of your group

    INDUSTRY WEBSITESbull Asaecenterorg

    American Society of Association Executives

    bull Conventionindustryorg Convention Industry Council (CIC)

    bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

    bull Gmicglobalorg Green Meeting Industry Council

    bull Iaap-hqorg International Association of Administrative Professionals

    bull Isescom International Special Events Society

    bull Meetingscommunitycom MeCo listserve

    bull Mpiweborg Meeting Professionals International

    bull Pcmaorg Professional Convention Management Assn

    bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

    bull FacebookcomPlanyourmeetings An online community of meeting professionals

    bull Sgmporg Society of Government Meeting Planners

    bull Siteglobalcom Society of Incentive amp Travel Executives

    FOLLOW THESE 6 STEPS

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    7PLANYOURMEETINGSCOM | PYM 2015

    o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

    o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

    o If no reusable supplies from previous events are available order signs and printed material including nametags

    o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

    o Arrange delivery of all meetings material with the event manager

    o Develop and distribute meeting agenda (include hotel and transportation information)

    o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

    o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

    o Place gift orders wrap and distributeo Make arrangements for post-meeting

    disposal of items whether they are to be donated recycled or shipped

    6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

    IN ADVANCEo Check with the hotel at intervals to review

    the agreement plans and to make sure things are on schedule

    o Submit group rooming list to hotel and

    confirm arrangements three to four weeks out (including menus room setups and special requests)

    o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

    o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

    o Confirm logistical arrangements with other service providers

    ON-SITEo Hold pre-conference meeting to

    review detailso Confirm arrival of shipped materials

    and distributeo Check hotel ldquoreader boardsrdquo for posted

    times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

    changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

    sign banquet checks dailyo Make sure everyone knows whatrsquos

    acceptable See that either signage in-room screens or registration packets contain information about ground rules

    AFTER THE MEETINGo Gather room pickup and other

    reports from facilityo Prepare statistical reports on the

    meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

    o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

    o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

    6 EXTRA TIPS1 Room rates are the easiest

    item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

    2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

    3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

    4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

    5 Be courteous to everyone and make sure your staff is trained to be as well

    6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    PYM 2015 | PLANYOURMEETINGSCOM8

    o Get estimates and proposals

    o Arrange tastings and take photos

    o Choose catererrestaurant

    o Sign contract

    o Pay deposit

    o Choose format

    o Finalize menus (include special needs)

    o Finalize seating deacutecor etc

    o Take final head count

    o Arrange for tips and taxes

    o Arrange transportation and parking

    NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

    pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

    o Ask for references from groups that have held food functions at the facility within the last two months

    o Find out how far in advance the property will confirm menureception prices

    o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

    o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

    o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

    o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

    o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

    o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

    o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

    o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

    PLAN YOUR FampB

    DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

    RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    9PLANYOURMEETINGSCOM | PYM 2015

    o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

    o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

    o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

    o Make sure properties charge based on actual not estimated consumption

    o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

    FRESH IDEASo Put meal coupons in the attendeesrsquo

    registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

    o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

    o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

    o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

    o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

    o Consider an afternoon tea Offer a selection of green teas with finger

    sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

    Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

    o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

    o Always make sure buffets are double-sided even for smaller groups

    o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

    o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

    o Use props on the tables to tie in to your theme

    o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

    o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

    5 EXTRA TIPS1 Cutlery Rental cutlery

    goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

    2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

    3 Glassware Rent glasses in every shape and size Try different colors

    4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

    5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    PYM 2015 | PLANYOURMEETINGSCOM10

    Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

    o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

    o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

    o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

    o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

    o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

    o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

    Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

    o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

    o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

    o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

    PAY ATTENTION TO ROOM SETUPS

    7 EXTRA STEPS1 Make sure you take the

    overview tour of meeting room locations Are the rooms easy to find How much signage is needed

    2 Attendees should be able to leave the room without disturbing anyone else

    3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

    4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

    5 Provide plenty of ice water drinking glasses notepads pencils mints etc

    6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

    7 People learn and feel better in comfortable attractive surroundings keep that in mind

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    11PLANYOURMEETINGSCOM | PYM 2015

    The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

    1

    2

    3

    4

    5

    678

    9

    1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

    rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

    2 THEATER SEATING Theater seating maximizes space but it

    is far less convenient for note-taking or group interaction

    3 CHEVRON SEATING In this setup chairs are angled toward the

    front of the room in a V-shape Chevron seating has a friendlier feel

    4 CONFERENCE SEATING Used for meetings with 30 participants

    or less all chairs gather around one large table

    5 U-SHAPE SEATING Also used for small meetings standard

    banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

    6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

    to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

    7 T-SHAPE SEATING Another small group setup banquet tables

    are arranged to form a large T giving a sense of having a head table where presenters might be seated

    8 BANQUET SEATING The standard banquet table is 60 or 72

    inches in diameter seats eight or 12 people and is nearly always used at food functions

    9 CRESCENT SEATING Similar to banquet seating but the chairs

    are placed around one-half or three-quarters of the table Chairs all face the front of the room

    SEATING PLANS

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    PYM 2015 | PLANYOURMEETINGSCOM12

    o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

    o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

    o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

    o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

    o Check contingency plans for illness bad weather power outages etc

    o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

    o Arrange for something to fill in when the band takes a break

    o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

    o Check access to freight elevators and be sure to leave time for setup

    and breakdowno Be sure to meet with the on-site

    technician and make sure you can contact her or him in an emergency

    o Check all mics and sound levels well before itrsquos time for the speaker

    o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

    o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

    o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

    o Will speaker provide handout material or need copies made

    Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

    o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

    o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

    o Have water available at the podiumo Let speakers and other guests know

    what meetings or events they are invited to attend Are they invited to the awards dinner

    o Are they willing to offer other services MCing working the floor handling an information booth etc

    o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

    o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

    o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

    HIRING SPEAKERS amp ENTERTAINMENT

    SPEAKERS ONLINEbull Thespeakersgroupcom

    Celebrity speakers and experts Search by price range

    bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

    bull Nsaspeakerorg National Speakers Association

    bull Premierespeakerscom International resource for prominent speakers

    bull Speakerscom Authors impersonators actors celebrities and special interest speakers

    bull Speakingcom Keynote speakers

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    13PLANYOURMEETINGSCOM | PYM 2015

    Continued on next page

    MANAGE YOUR MEETINGo Get organized with the basics a word

    processor a spreadsheet and a databaseo If you need guidance download

    free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

    o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

    o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

    o I nvite local press or industry bloggers to attend and cover your event

    GET CONNECTEDo Make sure you know how attendees

    can get connected to the Internet on-site and at what cost

    o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

    o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

    o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

    o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

    o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

    Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

    MAKE IT SNAPPYo Encourage presenters to include YouTube

    videos and music in PowerPointKeynotePrezi presentations

    o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

    o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

    SET THE STAGEo Choose a room with adjustable

    lighting Keep the room light enough to take notes

    o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

    o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

    o Copy boards let presenters record notes and print them out for attendees

    o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

    o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

    o Multiple panels can double as video-enhanced scenery projecting one or many background images

    o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

    o You donrsquot need a screen to project images

    8 EXTRA TIPS

    1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

    2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

    3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

    4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

    5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

    6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

    7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

    8 4GLTE cell conections are faster than most Wi-Fi connctions

    TECHNOLOGY KNOW-HOW

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    PYM 2015 | PLANYOURMEETINGSCOM14

    The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

    o Consider creating projected 3-D images to interact with speakers or audience

    o Self-contained roll-up venues are available for outdoor events

    o Check the presentation sightlines from everywhere in the room

    o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

    o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

    BE PREPAREDo Walkie-talkies are your best friends

    All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

    o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

    o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

    o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

    o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

    Continued

    BY AIRo Whorsquos in charge of booking flights

    An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

    o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

    o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

    o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

    o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

    o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

    o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

    o Note fees for checked luggage

    GROUND TRANSPORTATIONo Check with hotels and facilities many

    have free dedicated airport shuttles or can provide airport pickups for a minimal fee

    o Arrange limousine (Hummer town car) transfers for VIPs

    o Do you need to ask for concessions on staging areas and curb space at the airport or venue

    o Are police needed for extra security If so who will pay for themo Get advice from the local convention

    and visitors bureau (CVB) about how to

    GETTING THERE AND BACK

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    15PLANYOURMEETINGSCOM | PYM 2015

    handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

    o Contact local transportation companies the CVB recommends

    o Does the city have a public transportation system that would be useful Are group fares or charters available

    o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

    o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

    o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

    o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

    equipped vehicles if neededo If venues are within walking distance

    give attendees maps

    BE PREPAREDo Make sure the vendor carries adequate

    insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

    is responsible for whato Have passenger lists to check so no one gets

    left behindo Keep shuttle vans stocked with water and

    light snacks especially if attendees will be getting on and off more than once a day

    o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

    o If attendees will have bags with them make sure shuttles have ample storage space

    o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

    PREPARE THEMo Keep attendees informed about what they

    should expect before they arrive o Whatrsquos the weather like What activities

    are planned Will they need sensible shoes What should they pack

    o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

    o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

    o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

    o Donrsquot ever assume attendees know where theyrsquore supposed to be

    o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

    Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

    Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

    Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

    For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

    7 SAFETY TIPS1 Gather a list of emergency

    contact numbers from the local CVB and notify authorities when your group will be in town

    2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

    3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

    5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

    6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

    7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

    • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
    • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
    • Pathable 85x11 adpdf
    • X-Bytes adpdf
    • Topi adpdf
    • PYM Practical Guide to Meeting Planning 2014 r1pdf

      The Hyatt Atlanta Perimeter at Villa Christina

      Atlantarsquos Newest Premier Destination

      Extraordinary Events Happen HereContact Jim OrsquoConnell CMPDirector of Sales amp Marketing4000 Summit Blvd bull Atlanta GA 303196785152702 jamesorsquoconnellhyattcom

      PLANYOURMEETINGSCOM

      notesP R E S E N T I N G S P O N S O R S

      THE ALLIANCE THEATREThe Alliance Theatre is the Southeastrsquos leading producing theatre Under the leadership of Susan V Booth Jennings

      Hertz Artistic Director the Alliance Theatre received the Regional Theatre Tonyreg Award in recognition of sustained excellence in programming education and community engagement Housed at the Woodruff Arts Center the Alliance enjoys several privileges for group patrons planning events meetings and receptions including FREE event space rental with Alliance Theatre ticket purchases and Woodruff Arts Center Catering contracts

      Kate McNeely | (404) 733-4605 | katemcneelywoodruffcenterorg alliancetheatreorg | alliancetheatre

      MOUNTAIN MEETING ALLIANCEIntroducing the Mountain Meeting Alliance a collection Coloradorsquos finest independent mountain meeting destinations Discover the majestic beauty warm hospitality intimate business settings and legendary outdoor amenities these unique resorts have to offer groups year-round Our members mdash The Steamboat Grand Beaver

      Run Resort Telluride and Copper Mountain Resort mdash want to raise awareness of mountain destinations within the meetings community to bring more exposure to independent properties and mountain locations to maximize marketing and sales dollars and to create more opportunities to showcase the properties by creating a brand thatrsquos synonymous with what we do For more information go to mountainmeetingalliancecom or contact one of the representatives below

      Beaver Run Resort | Kelly Virgin | (303) 284-9666 kvirginbeaverruncom | beaverruncom

      Copper Mountain Resort | Carol Schmidt | (970) 968-2318 ext 38809 cschmidtcoppercoloradocom | coppermeetingscom

      Steamboat Grand | Karen Schneider | (970) 871-5544 kschneidersteamboatgrandcom | steamboatgrandcom

      E V E N T H O S T

      HYATT ATLANTA PERIMETER AT VILLA CHRISTINAThe moment you walk through our front door gracious southern hospitality defines the welome you will receive at the newly opened Hyatt Atlanta Perimeter at Villa Christina Located inside the Perimeter and just minutes from ultra-chic Buckhead Atlantarsquos new luxury urban resort offers all the comforts of a resort nestled

      in the quiet oasis of Perimeter Summit The Hyatt Atlanta Perimeter at Villa Christina has quickly become a favorite location for conventions business meetings weddings and other social events and is destined to be one of the premier hotels in the city

      Jim OrsquoConnell | (678) 515-2702 | jamesorsquoconnellhyattcom atlantaperimetervillachristinahyattcom | HyattVillaChris

      E V E N T P R O D U C E D BY

      PLAN YOUR MEETINGSEverything we do is designed to educate empower and inspire meeting professionals and connect them to the resources people and ideas they need to create better meetings and

      events Think of us as your best friend in the industry If you need ideas resources hotel rooms or education visit us at PlanYourMeetingscom connect with us on social networks and ask us to connect you with PYM Partners who want value and respect your business Plan well amp prosper friends yaypym

      Claudia Madigan | (678) 837-4027 | claudiamadiganplanyourmeetingscom planyourmeetingscom | pymlive

      discover us discover you

      Get Rave Reviews for Your Next EventMake your next event unforgettable with tickets to the lead producing theatre in the Southeast

      Tony Award-winning Theatre Made in AtlantaThe Tony Award-winning Alliance Theatre is located in the heart of Midtown Atlanta Celebrated for its world premieres and groundbreakingwork in childrenrsquos theatre your Broadway-scale theatre with an Atlanta address specializes in catering to groups of all sizes

      BONUS FOR MEETING PLANNERSWith group theatre tickets to the Alliance Theatre you access FREE event space rental at Woodruff Arts Center for pre- or post-show events Groups also access savings priority seating and exclusive behind-the-scenes experiences

      Some restrictions apply

      Innovative theatre performances running September-May Theatre rentals available (770 seat Alliance Stage 200 seat Hertz Stage black box)

      1280 Peachtree Street NE | Atlanta GA 30309 | alliancetheatreorg | 4047334690| ATGroupswoodruffcenterorg

      Alliance Theatre

      mdash your ticket

      to a successful

      event

      notes

      PYM LIVE ATLANTA | FEBRUARY 26 2015

      S P E E D M E E T I N G S P O N S O R

      LANIER ISLANDSSituated along the shores of Georgiarsquos Great Lake just 45 minutes outside of Atlanta Lanier Islands features 1500 scenic acres beckoning to families and corporate groups alike Marrying luxurious

      resort amenities with the unparalleled natural beauty of North Georgia a Lanier Islands vacation is one to be treasured long after your bags have been unpacked and your photos have been uploaded

      The sprawling grounds feature an assortment of pet-friendly accommodations from stunning suites and family friendly ranch-style LakeHouses to rustic campsites and splendid villas After a perfect night of sleep Lanier Islands offers a multitude of experiences for your enjoyment and exhilaration Play a round of golf on our award-winning course gallop through the woods by horseback zipline through the trees on a guided canopy tour cruise across the lake in a private pontoon or explore our variety of dining options onsite In the summertime splash away at LanierWorld and in the winter discover our brand new winter experience SnowWorld

      Whatever your reason for visiting Lanier Islands Georgia there will always be more reasons to return Make yourself at home at our hotel in Buford GA and allow yourself to unwind and open up to the endless adventures that await Wersquoll see you at the lake

      Jill Eisel | (678) 318-2006 | jeiselLanierIslandscom | lanierislandscom | LanierIslands

      T E C H S P O N S O R S

      CATCHBOXWhether you are planning to host a conference meeting or lecture the Catchbox can help you make your next event memorable and productive by getting audiences engaged and part of the conversation

      Pyry Taanila | +35 (840) 043-5459 | infogetcatchboxcom getcatchboxcom | thecatchbox

      Bytestrade

      on-demand fitness breaks

      EXERCISE BYTESExercise Bytes X bytes are on-demand video fitness breaks for meetings training events conferences

      and workplaces This new and innovative technology keeps people alert entertained and energized at learning events The breaks are brief sweat-free tailored for participants wearing business attire and for use at their seats Each of the four video breaks integrates easily into the agenda as energy boosters when energy levels are low (mid-morning and mid-afternoon) time fillers to fill unplanned gaps and social icebreakers that build camaraderie Videos can be corporate branded to attract sponsorship revenue

      Kim Bercovitz PhD | (855) 892-9837 | kimx-bytescom | x-bytescom | xbytes

      PATHABLEAre you ready for an event app that your attendees will love Pathable offers a complete conference experience suite including

      middotMobile event app and ldquodesktoprdquo web community platformmiddotPrivate meeting scheduling and personalizable full conference agendamiddotExhibitor lists lead retrieval and interactive tradeshow floor mapsmiddotCommunity and social networking for events and associations

      Itrsquos been transformational for conferences like the American Society of Anesthesiologists SAP and hundreds more Contact us for a personal tour

      Jordan Schwartz | (866) 809-0252 | salespathablecom | pathablecom | pathable

      PYM+Experience the magic of augmented reality with Plan Your Meetingsrsquo PYM+ app for Apple and Android devices (ezcom

      pymplusapple and ezcompymplusandroid) If yoursquore interested in enhancing your company materials or show guides with augmented reality content let us know We can create custom channels as well as develop APIs you can embed into existing company or event apps

      Evan Casey | (678) 837-4030 | evanplanyourmeetingscom planyourmeetingscom | pymlive

      mobile apps and web sites for events

      Event Apps that Inspire More

      Networking and CommunityPersonalized AgendaPrivate Meeting SchedulingSurveys and PollsInteractive Tradeshow Floor MapsLead Retrieval and Badge Scanning

      Give your attendees community

      PLANYOURMEETINGSCOM

      notesI N - S TAT E PA R T N E R S

      CORAL HOSPITALITYContact Tina Godwin Phone (770) 674-2391 Location Alpharetta GA Email tgodwin coralhospitalitycom Web coralhospitalitycom Twitter coral_hosp

      DALTON AREA CONVENTION AND VISITORS BUREAUContact Tonya Graham Phone (404) 456-6926 Location Dalton GA Email tonya daltontradecentercom Web daltontradecentercom Twitter VisitDalton

      DOUGLASVILLE CONFERENCE CENTERContact Jennifer Bean Phone (678) 449-3116 Location Douglasville GA Email beanjdouglasvillegagov Web visitdouglasvillecom Twitter VisitDouglasville

      HOTEL INDIGO ATHENSContact Meg Kozinsky Phone (706) 546-0430 Location Athens GA Email megkozinsky indigoathenscom Web indigoathenscom Twitter indigoathens

      JAMES H RAINWATER CONFERENCE CENTERContact Sandra Roose Phone (229) 219-4405 Location Valdosta GA Email sroose valdostatourismcom Web rainwaterconference- centercom Twitter ValdostaMeeting

      KING AND PRINCEContact Bud St Pierre Phone (912) 268-5003 Location St Simons Island GA Email bstpierremmihgcom Web kingandprincecom Twitter kingandprince

      PEACHTREE CITY CONVENTION amp VISITORS BUREAUContact Jennifer Nirenberg Phone (678) 364-6946 Location Peachtree City GA Email jnirenberg visitpeachtreecitycom Web visitpeachtreecitycom Twitter ptccvb

      VISIT MACONContact Kristen Simonton Phone (478) 743-1074 ext 104 Location Macon GA Email ksimonton visitmaconorg Web VisitMaconorg Twitter MaconGaRocks

      ZOO ATLANTAContact Faythe VanPelt Phone (404) 624-5608 Location Atlanta GA Email fvanpeltzooatlantaorg Web zooatlantaorg 1212plan_an_event Twitter ZooATL

      O U T- O F - S TAT E PA R T N E R S amp M E E T I N G S E RV I C E P R OV I D E R S

      AMUSEMENT MASTERSContact Kelly Smink Phone (770) 451-9111 Location Tucker GA Email ksmink amusementmasterscom Web amusementmasterscom Twitter AmusementMasters

      AVGIRL PRODUCTIONSContact Midori Connolly Phone (619) 517-5916 Location San Diego CA Email midori avgirlproductionscom Web avgirlproductionscom Twitter AVGirlMidori

      BEAVER RUN RESORTContact Kelly Virgin Phone (303) 284-9666 Location Breckenridge CO Email kvirginbeaverruncom Web beaverruncom Twitter BeaverRun

      CAESARS ENTERTAINMENTContact Shaun Tracy Phone (702) 777-7961 Location Las Vegas NV Email stracy2caesarscom Web caesarsmeansbusinesscom Twitter caesarsmeetings

      COPPER MOUNTAIN RESORTContact Carol Schmidt Phone (970) 968-2318 ext 38809 Location Copper Mountain CO Email cschmidt coppercoloradocom Web coppermeetingscom Twitter CopperMtn

      CROWNE PLAZA GREENVILLE SEA PALMS RESORTContact Drew Fransen Phone (770) 231-5540 Location Greenville SC St Simons Island GA Email dfransen valorhospitalitycom Web valorhospitalitycom Twitter CrownePlaza SeaPalmsResort

      EAGLEWOOD RESORT amp SPAContact Kelly Kumzi Phone (630) 694-5913 Location Itasca IL Email kkumzi eaglewoodresortcom Web eaglewoodresortcom Twitter EaglewoodResort

      HOTEL ARISTAContact Barb Hocker Phone (630) 579-7803 Location Naperville IL Email bhockerhotelaristacom Web hotelaristacom Twitter HotelArista

      SENSATIONAL BASKETSContact Helen Taffet Phone (770) 587-5593 Location Alpharetta GA Email helen sensationalbasketscom Web sensationalbasketscom Twitter sensationalbkts

      STEAMBOAT GRANDContact Meg Palumbo Phone (970) 871-5537 Location Steamboat Springs CO Email mpalumbosteamboatcom Web steamboatgrandcom Twitter steamboatgrand

      VISIT FRANKLIN TNContact Kathryn York Phone (615) 794-8510 Location Franklin TN Email Kathrynvisitfranklincom Web VisitFranklincom Twitter VisitFranklin

      On-Demand Fitness Breaks that Energize and Attract

      Sponsorship Revenue

      How X bytestrade WorksX bytestrade are short video bytes of exercise that are easy to ldquofitrsquorsquo into your already packed schedule

      Each of the four X bytestrade videos is under 65 minutes and can fit into your program as

      bullA mid-morning and mid-afternoon energy booster when energy levels are low

      bullAn on-demand and on-the-spot time filler when things donrsquot go as planned

      bullA new and innovative break that creates a memorable experience for attendees

      bullA break room program where videos are looped and people follow along at their leisure

      Each X bytestrade break consists of an engaging animation of less than a minute a 21 second introduction and a 5-minute fitness break The video can be shown in its entirety or shortened to fit your event schedule

      X bytestrade Features and Benefits

      bullBrief ndash can be easily inserted into anymeeting or conference program

      bullConvenient social icebreaker ndash can bedone at attendeesrsquo seats or in a break room

      bullOn-demand delivery ndash videos provide spontaneous and unlimited use

      bullSweat-free ndash attendees exercise in their business attire

      bullGentle for every body ndash there are no crazydance moves or awkward yoga poses

      bullHealthy and memorable break ndash combats sitting fatigue and learning fatigue

      X bytestrade are EASY to UseVideos can be downloaded from the Internet and played on a PC or Mac or web streamed

      Custom Branding Options

      X bytestrade provides sponsorship appeal Custom video branding brings sponsors memorable prominent and frequent exposure

      Copyright copy 2013 All Rights Reserved X bytesTM Exercise BytesTM and the X-Man symbol are trademarks of Exercise Bytes Inc

      Animation Introduction Fitness BreakLess than 1 minute 21 seconds 5 minutes

      Complete Version (Less than 65 min)Abbreviated Version (55 min)

      Short Version (5 min)

      Let us show you how on-demand fitness breaks during the day can change your conference experience

      infox-bytescom wwwx-bytescom 1-855-8xbytes Xbytes

      Is your event jam-packed with sessions

      Do you ever need to fill program gaps

      Looking for new amp innovative sponsorship opportunities

      Want to make your events more memorable

      on-demand fitness breaks

      Our PYM annual features bonus materials that can be unlocked with your mobile device

      Download the FREE PYM+ app from Apple and Google Play stores Then scan the magazine to the left with the PYM+ app and see what we mean

      Get monthly advice news and inspiration delivered to your inbox plus

      bull Our award-winning PYM Annualbull Event invitationsbull Special meeting deals

      Claim your free subscription to PYM and join our community of 100000 meeting professionals worldwide

      CATCH UP ON THESE FREE ON-DEMAND

      WEBINARS

      CONTRACT NEGOTIATIONS PREPARED AND FAIR ARE

      EFFECTIVE IN ANY MARKETwith Christy Lamagna

      CMP CMM CTSMezcomprepared

      HOW TO ENSURE YOUR EVENTS INCREASE

      CONNECTIONS FOSTER COLLABORATION AND

      DELIVER SALES RESULTSwith PYMrsquos Kristi Sanders and

      Eric Olson CEO Zeristaezcom1to1

      SOCIAL MEDIA SAFARI ITrsquoS A JUNGLE OUT THERE

      with Barbara Rozgonyi Principal CoryWest Media

      ezcomsocialsafari

      Visit planyourmeetingscomcontests monthly to find our latest

      surveysreferral promotions and you could win big

      Our next event will be on March 26 2015 in San Francisco at the Hotel Palomar

      For information about PYM LIVE Events in other cities visit PlanYourMeetingscomevents

      FEELING LUCKYARE YOU A CHANGE AGENTDid you know that you inspire us We love hearing your stories seeing your pictures and getting to know more about you and your events Please connect with us on Facebook Twitter LinkedIn Google Plus Instagram Pinterest YouTube and Flickr and share your work images and ideas with us Donrsquot forget to tag your images tweets and posts with yaypym

      Plan well and prosper friends

      ZOO ATLANTA LUNCHEON

      March 5th from 1130-130Contact Faythe VanPelt

      (404) 624-5608fvanpeltzooatlantaorg

      PEACHTREE CITY CVB FAM

      June 19thContact Nancy Price

      (678) 216-0282npricevisitpeachtreecitycom

      TELL YOUR FRIENDS

      PlanYourMeetingscomsubscribe

      The only solution that connectseveryone at your event

      contacttopicom for a free demo

      topifacebookcomtopiapp

      Geo-fencing

      Questions amp feedbackProfile search

      Interest group chats

      LinkedIn Connect

      Social network integration

      TranslationsBroadcasts

      In-app sponsorship

      Dynamic agenda

      Content sharing

      and many morehellip

      Topi makes it quick for conference participants to find and connect with each other mdash

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      Regardless of whether yoursquore an experienced or entry-level meeting planner you need to be aware of the best practices that have evolved in the industry over the years This guide will help you create and keep track of the goals for your meeting room layouts budgets FampB needs timetables and myriad other details What follows is a compilation of some of the best lists tips and guidelines culled from past Plan Your Meetings issues and LIVE Events updated by our editors advisory board and contributors For more industry news tips trends and advice visit PlanYourMeetingscom

      THE PRACTICAL GUIDE TO

      MEETING PLANNING

      Bytestrade

      on-demand fitness breaks

      PYM 2015 | PLANYOURMEETINGSCOM2

      Clarify the purpose Get the history Establish the goals and objectives Create a complete meeting profile mdash spend time upfront gathering the basic information to build a good foundation

      1 What is it A new product launch an annual board meeting an incentive trip a sales meeting or a social event What are the goals

      2 Who wants this meeting Who is the decision maker Who are the stakeholders3 Who will be attending Why are they coming What are their expectations

      Where are they coming from What is the age range and are the majority male or female Are they bringing family or guests Are there any special needs

      4 What have they done before What worked and what didnrsquot What was the cost of past meetings Where have they had meetings in the past Do they want to do something entirely different

      5 Donrsquot forget to ask the people who didnrsquot attend last yearrsquos event why they stayed home Knowing that can help you create an irresistible event that they must attend this year

      A blueprint will shape your event and can serve as a selling tool Whether you make a formal proposal to a client or simply need to report back to your corporate committee or manager you should prepare a structured proposal

      CREATE A BLUEPRINT

      o Objectives and preferenceso Geographical informationo Meeting structure

      o Demographicso Budget parameters o Summary

      THE PROPOSAL SHOULD CONTAIN THE FOLLOWINGo Destination review o Transportation plans o Site informationo Room breakdownso Food and beverage information o Entertainment and other activities o Day-to-day itinerary with grid overview o Cost summary sheet o Planning timetableo Detailed program inclusions (spells out

      what is included in cost summary sheet eg site inspection promotion airfare hotel accommodations deacutecor special effects room gifts communication costs etc)

      o Program options and enhancements (ie CSRsustainability initiatives)

      o Other things to add historical information (if applicable) destination brochures location photos hotelmeeting room layouts brochures from restaurants caterers and entertainers promotional items sample invitations and depending on your relationship with the client your company profile and references If you are going to be responsible for securing sponsors and marketing the event include that information as well

      (Note If you need supporting materials on a city and its attractions contact the CVB)

      A COVER LETTER MIGHT INCLUDE

      DEFINE YOUR MEETING

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      3PLANYOURMEETINGSCOM | PYM 2015

      VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

      ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

      FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

      PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

      AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

      PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

      SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

      TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

      ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

      The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

      DEVELOP THE BUDGET

      LIST ALL FIXED AND VARIABLE COSTS

      o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

      o Product saleso Program advertisingo Sponsorso Other

      LIST ALL REVENUES

      8 EXTRA TIPS1 Keep track of how

      you arrived at each budgeted item

      2 Allow contingencies for the unexpected (about 10 percent

      to 15 percent) 3 Have a credit card with the

      right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

      4 Have cash on hand for tips and other emergencies

      5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

      6 Keeping track of how much money yoursquove saved helps prove your worth to the company

      7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

      8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      PYM 2015 | PLANYOURMEETINGSCOM4

      AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

      offering special guest services Business center printing free Wi-Fi etc

      o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

      o What attractions are on-site or nearby

      FOOD amp BEVERAGEo What are the standard group offerings for

      meals and breaks Can menus be created or tailored to your group (Collect menus)

      o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

      o What are the local liquor lawso What on-site dining venues are available

      Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

      BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

      o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

      o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

      After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

      o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

      o Company information (name address website phone and fax)

      o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

      number of rooms neededo Preferred location of event (city state and

      area of town)o Venue requirements (hotel resort special

      facility restaurant etc)o Type of event (meeting wedding social

      reception product launch etc)

      o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

      o Offon-site requirements (caterer entertainment and setup)

      o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

      o ADA requirements (shuttles ramps parking etc)

      o Time requirements (deadlines for proposals deposits vendors etc)

      o Estimated budget (includes money allocated for event FampB venue travel AV etc)

      o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

      INCLUDE THE FOLLOWING

      PREPARE THE RFP(REQUEST FOR PROPOSAL)

      DO SITE INSPECTIONS

      SAVE TIME MONEY1 Visit Ezcompymzen and

      read about our innovative solution to the pain of sourcing venues

      2 Follow the links to our intuitive RFP builder

      3 Search comprehensive list of venues Select favorites Compare side by side

      4 Click to submit RFPs 5 Receive bids within a few

      hours Select winner6 As you go to contracting

      phase other bidders are notified and thanked

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      5PLANYOURMEETINGSCOM | PYM 2015

      GUEST ROOMSo What is the total number and type of

      rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

      o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

      o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

      o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

      o How many complimentary rooms are issued for units occupied before during and after the meeting dates

      o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

      o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

      o Ask if the rates apply to children staying in the same room

      o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

      o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

      o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

      shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

      THE LOBBYo Are the front-of-house staff (doormen

      concierge reception etc) efficient and friendly

      o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

      o Is the lobby inviting Check the cleanliness of public restrooms

      o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

      o How far is the lobby from the self-park lot

      MEETING ROOMSo Walk the space How long does it take

      to get to and from roomso What technology is available Are there

      fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

      and easy to use Is the room comfortably well lit Can it be darkened

      o Are temperature controls in the room and easy to use Is the air-conditioning quiet

      o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

      o Is adequate space available in or near the meeting rooms for breaks

      o Does the hotel have in-house or preferred suppliers for AV florals etc

      o Does the facility have any theme decorations or props you can use Are they free of charge

      13 EXTRA TIPS 1 Prepare in advance

      Visit websites 2 Take pictures or video with

      camera or phone 3 Bring someone along

      another pair of eyes helps 4 Create a timeline

      from when you first experienced the property until the day you leave

      5 Eat a meal at the property and sample on-site catering menus

      6 Get to know the key employees the general manager concierge director of security chef etc

      7 Discuss concessions but be ethical honest and realistic about your budget and expectations

      8 Make an unannounced visit to the property

      9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

      10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

      11 Are any renovations planned Will the work interfere with your meeting

      12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

      13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      PYM 2015 | PLANYOURMEETINGSCOM6

      1 REPORT BACKo Notify all who were involved in the site

      selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

      o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

      2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

      and precise o Ask a meetings industry attorney to review

      it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

      o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

      o Does it contain cancellation clauses attrition fees etc

      o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

      ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

      o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

      o Update your meetings reacutesumeacute and double-check details before signing

      o Make sure your contract is countersigned and dated by all necessary parties

      3 CHOOSE VENDORSo Ask the facility to recommend

      vendors if they donrsquot have on-site services or contracts

      o Check references and talk with people who have used the service provider

      o Meet with caterers and sample foodo Meet with speakers andor entertainers

      and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

      o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

      payment of charges Is there a discount for paying in advance or within a certain time frame

      o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

      o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

      o Finalize written agreements and follow up with final details

      o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

      4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

      5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

      and email invitations depending on the preference of your group

      INDUSTRY WEBSITESbull Asaecenterorg

      American Society of Association Executives

      bull Conventionindustryorg Convention Industry Council (CIC)

      bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

      bull Gmicglobalorg Green Meeting Industry Council

      bull Iaap-hqorg International Association of Administrative Professionals

      bull Isescom International Special Events Society

      bull Meetingscommunitycom MeCo listserve

      bull Mpiweborg Meeting Professionals International

      bull Pcmaorg Professional Convention Management Assn

      bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

      bull FacebookcomPlanyourmeetings An online community of meeting professionals

      bull Sgmporg Society of Government Meeting Planners

      bull Siteglobalcom Society of Incentive amp Travel Executives

      FOLLOW THESE 6 STEPS

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      7PLANYOURMEETINGSCOM | PYM 2015

      o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

      o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

      o If no reusable supplies from previous events are available order signs and printed material including nametags

      o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

      o Arrange delivery of all meetings material with the event manager

      o Develop and distribute meeting agenda (include hotel and transportation information)

      o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

      o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

      o Place gift orders wrap and distributeo Make arrangements for post-meeting

      disposal of items whether they are to be donated recycled or shipped

      6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

      IN ADVANCEo Check with the hotel at intervals to review

      the agreement plans and to make sure things are on schedule

      o Submit group rooming list to hotel and

      confirm arrangements three to four weeks out (including menus room setups and special requests)

      o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

      o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

      o Confirm logistical arrangements with other service providers

      ON-SITEo Hold pre-conference meeting to

      review detailso Confirm arrival of shipped materials

      and distributeo Check hotel ldquoreader boardsrdquo for posted

      times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

      changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

      sign banquet checks dailyo Make sure everyone knows whatrsquos

      acceptable See that either signage in-room screens or registration packets contain information about ground rules

      AFTER THE MEETINGo Gather room pickup and other

      reports from facilityo Prepare statistical reports on the

      meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

      o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

      o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

      6 EXTRA TIPS1 Room rates are the easiest

      item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

      2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

      3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

      4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

      5 Be courteous to everyone and make sure your staff is trained to be as well

      6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      PYM 2015 | PLANYOURMEETINGSCOM8

      o Get estimates and proposals

      o Arrange tastings and take photos

      o Choose catererrestaurant

      o Sign contract

      o Pay deposit

      o Choose format

      o Finalize menus (include special needs)

      o Finalize seating deacutecor etc

      o Take final head count

      o Arrange for tips and taxes

      o Arrange transportation and parking

      NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

      pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

      o Ask for references from groups that have held food functions at the facility within the last two months

      o Find out how far in advance the property will confirm menureception prices

      o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

      o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

      o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

      o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

      o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

      o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

      o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

      o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

      PLAN YOUR FampB

      DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

      RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      9PLANYOURMEETINGSCOM | PYM 2015

      o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

      o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

      o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

      o Make sure properties charge based on actual not estimated consumption

      o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

      FRESH IDEASo Put meal coupons in the attendeesrsquo

      registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

      o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

      o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

      o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

      o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

      o Consider an afternoon tea Offer a selection of green teas with finger

      sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

      Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

      o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

      o Always make sure buffets are double-sided even for smaller groups

      o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

      o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

      o Use props on the tables to tie in to your theme

      o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

      o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

      5 EXTRA TIPS1 Cutlery Rental cutlery

      goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

      2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

      3 Glassware Rent glasses in every shape and size Try different colors

      4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

      5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      PYM 2015 | PLANYOURMEETINGSCOM10

      Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

      o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

      o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

      o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

      o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

      o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

      o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

      Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

      o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

      o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

      o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

      PAY ATTENTION TO ROOM SETUPS

      7 EXTRA STEPS1 Make sure you take the

      overview tour of meeting room locations Are the rooms easy to find How much signage is needed

      2 Attendees should be able to leave the room without disturbing anyone else

      3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

      4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

      5 Provide plenty of ice water drinking glasses notepads pencils mints etc

      6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

      7 People learn and feel better in comfortable attractive surroundings keep that in mind

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      11PLANYOURMEETINGSCOM | PYM 2015

      The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

      1

      2

      3

      4

      5

      678

      9

      1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

      rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

      2 THEATER SEATING Theater seating maximizes space but it

      is far less convenient for note-taking or group interaction

      3 CHEVRON SEATING In this setup chairs are angled toward the

      front of the room in a V-shape Chevron seating has a friendlier feel

      4 CONFERENCE SEATING Used for meetings with 30 participants

      or less all chairs gather around one large table

      5 U-SHAPE SEATING Also used for small meetings standard

      banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

      6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

      to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

      7 T-SHAPE SEATING Another small group setup banquet tables

      are arranged to form a large T giving a sense of having a head table where presenters might be seated

      8 BANQUET SEATING The standard banquet table is 60 or 72

      inches in diameter seats eight or 12 people and is nearly always used at food functions

      9 CRESCENT SEATING Similar to banquet seating but the chairs

      are placed around one-half or three-quarters of the table Chairs all face the front of the room

      SEATING PLANS

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      PYM 2015 | PLANYOURMEETINGSCOM12

      o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

      o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

      o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

      o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

      o Check contingency plans for illness bad weather power outages etc

      o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

      o Arrange for something to fill in when the band takes a break

      o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

      o Check access to freight elevators and be sure to leave time for setup

      and breakdowno Be sure to meet with the on-site

      technician and make sure you can contact her or him in an emergency

      o Check all mics and sound levels well before itrsquos time for the speaker

      o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

      o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

      o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

      o Will speaker provide handout material or need copies made

      Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

      o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

      o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

      o Have water available at the podiumo Let speakers and other guests know

      what meetings or events they are invited to attend Are they invited to the awards dinner

      o Are they willing to offer other services MCing working the floor handling an information booth etc

      o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

      o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

      o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

      HIRING SPEAKERS amp ENTERTAINMENT

      SPEAKERS ONLINEbull Thespeakersgroupcom

      Celebrity speakers and experts Search by price range

      bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

      bull Nsaspeakerorg National Speakers Association

      bull Premierespeakerscom International resource for prominent speakers

      bull Speakerscom Authors impersonators actors celebrities and special interest speakers

      bull Speakingcom Keynote speakers

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      13PLANYOURMEETINGSCOM | PYM 2015

      Continued on next page

      MANAGE YOUR MEETINGo Get organized with the basics a word

      processor a spreadsheet and a databaseo If you need guidance download

      free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

      o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

      o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

      o I nvite local press or industry bloggers to attend and cover your event

      GET CONNECTEDo Make sure you know how attendees

      can get connected to the Internet on-site and at what cost

      o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

      o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

      o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

      o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

      o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

      Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

      MAKE IT SNAPPYo Encourage presenters to include YouTube

      videos and music in PowerPointKeynotePrezi presentations

      o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

      o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

      SET THE STAGEo Choose a room with adjustable

      lighting Keep the room light enough to take notes

      o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

      o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

      o Copy boards let presenters record notes and print them out for attendees

      o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

      o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

      o Multiple panels can double as video-enhanced scenery projecting one or many background images

      o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

      o You donrsquot need a screen to project images

      8 EXTRA TIPS

      1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

      2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

      3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

      4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

      5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

      6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

      7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

      8 4GLTE cell conections are faster than most Wi-Fi connctions

      TECHNOLOGY KNOW-HOW

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      PYM 2015 | PLANYOURMEETINGSCOM14

      The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

      o Consider creating projected 3-D images to interact with speakers or audience

      o Self-contained roll-up venues are available for outdoor events

      o Check the presentation sightlines from everywhere in the room

      o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

      o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

      BE PREPAREDo Walkie-talkies are your best friends

      All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

      o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

      o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

      o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

      o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

      Continued

      BY AIRo Whorsquos in charge of booking flights

      An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

      o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

      o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

      o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

      o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

      o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

      o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

      o Note fees for checked luggage

      GROUND TRANSPORTATIONo Check with hotels and facilities many

      have free dedicated airport shuttles or can provide airport pickups for a minimal fee

      o Arrange limousine (Hummer town car) transfers for VIPs

      o Do you need to ask for concessions on staging areas and curb space at the airport or venue

      o Are police needed for extra security If so who will pay for themo Get advice from the local convention

      and visitors bureau (CVB) about how to

      GETTING THERE AND BACK

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      15PLANYOURMEETINGSCOM | PYM 2015

      handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

      o Contact local transportation companies the CVB recommends

      o Does the city have a public transportation system that would be useful Are group fares or charters available

      o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

      o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

      o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

      o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

      equipped vehicles if neededo If venues are within walking distance

      give attendees maps

      BE PREPAREDo Make sure the vendor carries adequate

      insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

      is responsible for whato Have passenger lists to check so no one gets

      left behindo Keep shuttle vans stocked with water and

      light snacks especially if attendees will be getting on and off more than once a day

      o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

      o If attendees will have bags with them make sure shuttles have ample storage space

      o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

      PREPARE THEMo Keep attendees informed about what they

      should expect before they arrive o Whatrsquos the weather like What activities

      are planned Will they need sensible shoes What should they pack

      o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

      o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

      o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

      o Donrsquot ever assume attendees know where theyrsquore supposed to be

      o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

      Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

      Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

      Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

      For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

      7 SAFETY TIPS1 Gather a list of emergency

      contact numbers from the local CVB and notify authorities when your group will be in town

      2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

      3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

      5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

      6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

      7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

      • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
      • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
      • Pathable 85x11 adpdf
      • X-Bytes adpdf
      • Topi adpdf
      • PYM Practical Guide to Meeting Planning 2014 r1pdf

        PLANYOURMEETINGSCOM

        notesP R E S E N T I N G S P O N S O R S

        THE ALLIANCE THEATREThe Alliance Theatre is the Southeastrsquos leading producing theatre Under the leadership of Susan V Booth Jennings

        Hertz Artistic Director the Alliance Theatre received the Regional Theatre Tonyreg Award in recognition of sustained excellence in programming education and community engagement Housed at the Woodruff Arts Center the Alliance enjoys several privileges for group patrons planning events meetings and receptions including FREE event space rental with Alliance Theatre ticket purchases and Woodruff Arts Center Catering contracts

        Kate McNeely | (404) 733-4605 | katemcneelywoodruffcenterorg alliancetheatreorg | alliancetheatre

        MOUNTAIN MEETING ALLIANCEIntroducing the Mountain Meeting Alliance a collection Coloradorsquos finest independent mountain meeting destinations Discover the majestic beauty warm hospitality intimate business settings and legendary outdoor amenities these unique resorts have to offer groups year-round Our members mdash The Steamboat Grand Beaver

        Run Resort Telluride and Copper Mountain Resort mdash want to raise awareness of mountain destinations within the meetings community to bring more exposure to independent properties and mountain locations to maximize marketing and sales dollars and to create more opportunities to showcase the properties by creating a brand thatrsquos synonymous with what we do For more information go to mountainmeetingalliancecom or contact one of the representatives below

        Beaver Run Resort | Kelly Virgin | (303) 284-9666 kvirginbeaverruncom | beaverruncom

        Copper Mountain Resort | Carol Schmidt | (970) 968-2318 ext 38809 cschmidtcoppercoloradocom | coppermeetingscom

        Steamboat Grand | Karen Schneider | (970) 871-5544 kschneidersteamboatgrandcom | steamboatgrandcom

        E V E N T H O S T

        HYATT ATLANTA PERIMETER AT VILLA CHRISTINAThe moment you walk through our front door gracious southern hospitality defines the welome you will receive at the newly opened Hyatt Atlanta Perimeter at Villa Christina Located inside the Perimeter and just minutes from ultra-chic Buckhead Atlantarsquos new luxury urban resort offers all the comforts of a resort nestled

        in the quiet oasis of Perimeter Summit The Hyatt Atlanta Perimeter at Villa Christina has quickly become a favorite location for conventions business meetings weddings and other social events and is destined to be one of the premier hotels in the city

        Jim OrsquoConnell | (678) 515-2702 | jamesorsquoconnellhyattcom atlantaperimetervillachristinahyattcom | HyattVillaChris

        E V E N T P R O D U C E D BY

        PLAN YOUR MEETINGSEverything we do is designed to educate empower and inspire meeting professionals and connect them to the resources people and ideas they need to create better meetings and

        events Think of us as your best friend in the industry If you need ideas resources hotel rooms or education visit us at PlanYourMeetingscom connect with us on social networks and ask us to connect you with PYM Partners who want value and respect your business Plan well amp prosper friends yaypym

        Claudia Madigan | (678) 837-4027 | claudiamadiganplanyourmeetingscom planyourmeetingscom | pymlive

        discover us discover you

        Get Rave Reviews for Your Next EventMake your next event unforgettable with tickets to the lead producing theatre in the Southeast

        Tony Award-winning Theatre Made in AtlantaThe Tony Award-winning Alliance Theatre is located in the heart of Midtown Atlanta Celebrated for its world premieres and groundbreakingwork in childrenrsquos theatre your Broadway-scale theatre with an Atlanta address specializes in catering to groups of all sizes

        BONUS FOR MEETING PLANNERSWith group theatre tickets to the Alliance Theatre you access FREE event space rental at Woodruff Arts Center for pre- or post-show events Groups also access savings priority seating and exclusive behind-the-scenes experiences

        Some restrictions apply

        Innovative theatre performances running September-May Theatre rentals available (770 seat Alliance Stage 200 seat Hertz Stage black box)

        1280 Peachtree Street NE | Atlanta GA 30309 | alliancetheatreorg | 4047334690| ATGroupswoodruffcenterorg

        Alliance Theatre

        mdash your ticket

        to a successful

        event

        notes

        PYM LIVE ATLANTA | FEBRUARY 26 2015

        S P E E D M E E T I N G S P O N S O R

        LANIER ISLANDSSituated along the shores of Georgiarsquos Great Lake just 45 minutes outside of Atlanta Lanier Islands features 1500 scenic acres beckoning to families and corporate groups alike Marrying luxurious

        resort amenities with the unparalleled natural beauty of North Georgia a Lanier Islands vacation is one to be treasured long after your bags have been unpacked and your photos have been uploaded

        The sprawling grounds feature an assortment of pet-friendly accommodations from stunning suites and family friendly ranch-style LakeHouses to rustic campsites and splendid villas After a perfect night of sleep Lanier Islands offers a multitude of experiences for your enjoyment and exhilaration Play a round of golf on our award-winning course gallop through the woods by horseback zipline through the trees on a guided canopy tour cruise across the lake in a private pontoon or explore our variety of dining options onsite In the summertime splash away at LanierWorld and in the winter discover our brand new winter experience SnowWorld

        Whatever your reason for visiting Lanier Islands Georgia there will always be more reasons to return Make yourself at home at our hotel in Buford GA and allow yourself to unwind and open up to the endless adventures that await Wersquoll see you at the lake

        Jill Eisel | (678) 318-2006 | jeiselLanierIslandscom | lanierislandscom | LanierIslands

        T E C H S P O N S O R S

        CATCHBOXWhether you are planning to host a conference meeting or lecture the Catchbox can help you make your next event memorable and productive by getting audiences engaged and part of the conversation

        Pyry Taanila | +35 (840) 043-5459 | infogetcatchboxcom getcatchboxcom | thecatchbox

        Bytestrade

        on-demand fitness breaks

        EXERCISE BYTESExercise Bytes X bytes are on-demand video fitness breaks for meetings training events conferences

        and workplaces This new and innovative technology keeps people alert entertained and energized at learning events The breaks are brief sweat-free tailored for participants wearing business attire and for use at their seats Each of the four video breaks integrates easily into the agenda as energy boosters when energy levels are low (mid-morning and mid-afternoon) time fillers to fill unplanned gaps and social icebreakers that build camaraderie Videos can be corporate branded to attract sponsorship revenue

        Kim Bercovitz PhD | (855) 892-9837 | kimx-bytescom | x-bytescom | xbytes

        PATHABLEAre you ready for an event app that your attendees will love Pathable offers a complete conference experience suite including

        middotMobile event app and ldquodesktoprdquo web community platformmiddotPrivate meeting scheduling and personalizable full conference agendamiddotExhibitor lists lead retrieval and interactive tradeshow floor mapsmiddotCommunity and social networking for events and associations

        Itrsquos been transformational for conferences like the American Society of Anesthesiologists SAP and hundreds more Contact us for a personal tour

        Jordan Schwartz | (866) 809-0252 | salespathablecom | pathablecom | pathable

        PYM+Experience the magic of augmented reality with Plan Your Meetingsrsquo PYM+ app for Apple and Android devices (ezcom

        pymplusapple and ezcompymplusandroid) If yoursquore interested in enhancing your company materials or show guides with augmented reality content let us know We can create custom channels as well as develop APIs you can embed into existing company or event apps

        Evan Casey | (678) 837-4030 | evanplanyourmeetingscom planyourmeetingscom | pymlive

        mobile apps and web sites for events

        Event Apps that Inspire More

        Networking and CommunityPersonalized AgendaPrivate Meeting SchedulingSurveys and PollsInteractive Tradeshow Floor MapsLead Retrieval and Badge Scanning

        Give your attendees community

        PLANYOURMEETINGSCOM

        notesI N - S TAT E PA R T N E R S

        CORAL HOSPITALITYContact Tina Godwin Phone (770) 674-2391 Location Alpharetta GA Email tgodwin coralhospitalitycom Web coralhospitalitycom Twitter coral_hosp

        DALTON AREA CONVENTION AND VISITORS BUREAUContact Tonya Graham Phone (404) 456-6926 Location Dalton GA Email tonya daltontradecentercom Web daltontradecentercom Twitter VisitDalton

        DOUGLASVILLE CONFERENCE CENTERContact Jennifer Bean Phone (678) 449-3116 Location Douglasville GA Email beanjdouglasvillegagov Web visitdouglasvillecom Twitter VisitDouglasville

        HOTEL INDIGO ATHENSContact Meg Kozinsky Phone (706) 546-0430 Location Athens GA Email megkozinsky indigoathenscom Web indigoathenscom Twitter indigoathens

        JAMES H RAINWATER CONFERENCE CENTERContact Sandra Roose Phone (229) 219-4405 Location Valdosta GA Email sroose valdostatourismcom Web rainwaterconference- centercom Twitter ValdostaMeeting

        KING AND PRINCEContact Bud St Pierre Phone (912) 268-5003 Location St Simons Island GA Email bstpierremmihgcom Web kingandprincecom Twitter kingandprince

        PEACHTREE CITY CONVENTION amp VISITORS BUREAUContact Jennifer Nirenberg Phone (678) 364-6946 Location Peachtree City GA Email jnirenberg visitpeachtreecitycom Web visitpeachtreecitycom Twitter ptccvb

        VISIT MACONContact Kristen Simonton Phone (478) 743-1074 ext 104 Location Macon GA Email ksimonton visitmaconorg Web VisitMaconorg Twitter MaconGaRocks

        ZOO ATLANTAContact Faythe VanPelt Phone (404) 624-5608 Location Atlanta GA Email fvanpeltzooatlantaorg Web zooatlantaorg 1212plan_an_event Twitter ZooATL

        O U T- O F - S TAT E PA R T N E R S amp M E E T I N G S E RV I C E P R OV I D E R S

        AMUSEMENT MASTERSContact Kelly Smink Phone (770) 451-9111 Location Tucker GA Email ksmink amusementmasterscom Web amusementmasterscom Twitter AmusementMasters

        AVGIRL PRODUCTIONSContact Midori Connolly Phone (619) 517-5916 Location San Diego CA Email midori avgirlproductionscom Web avgirlproductionscom Twitter AVGirlMidori

        BEAVER RUN RESORTContact Kelly Virgin Phone (303) 284-9666 Location Breckenridge CO Email kvirginbeaverruncom Web beaverruncom Twitter BeaverRun

        CAESARS ENTERTAINMENTContact Shaun Tracy Phone (702) 777-7961 Location Las Vegas NV Email stracy2caesarscom Web caesarsmeansbusinesscom Twitter caesarsmeetings

        COPPER MOUNTAIN RESORTContact Carol Schmidt Phone (970) 968-2318 ext 38809 Location Copper Mountain CO Email cschmidt coppercoloradocom Web coppermeetingscom Twitter CopperMtn

        CROWNE PLAZA GREENVILLE SEA PALMS RESORTContact Drew Fransen Phone (770) 231-5540 Location Greenville SC St Simons Island GA Email dfransen valorhospitalitycom Web valorhospitalitycom Twitter CrownePlaza SeaPalmsResort

        EAGLEWOOD RESORT amp SPAContact Kelly Kumzi Phone (630) 694-5913 Location Itasca IL Email kkumzi eaglewoodresortcom Web eaglewoodresortcom Twitter EaglewoodResort

        HOTEL ARISTAContact Barb Hocker Phone (630) 579-7803 Location Naperville IL Email bhockerhotelaristacom Web hotelaristacom Twitter HotelArista

        SENSATIONAL BASKETSContact Helen Taffet Phone (770) 587-5593 Location Alpharetta GA Email helen sensationalbasketscom Web sensationalbasketscom Twitter sensationalbkts

        STEAMBOAT GRANDContact Meg Palumbo Phone (970) 871-5537 Location Steamboat Springs CO Email mpalumbosteamboatcom Web steamboatgrandcom Twitter steamboatgrand

        VISIT FRANKLIN TNContact Kathryn York Phone (615) 794-8510 Location Franklin TN Email Kathrynvisitfranklincom Web VisitFranklincom Twitter VisitFranklin

        On-Demand Fitness Breaks that Energize and Attract

        Sponsorship Revenue

        How X bytestrade WorksX bytestrade are short video bytes of exercise that are easy to ldquofitrsquorsquo into your already packed schedule

        Each of the four X bytestrade videos is under 65 minutes and can fit into your program as

        bullA mid-morning and mid-afternoon energy booster when energy levels are low

        bullAn on-demand and on-the-spot time filler when things donrsquot go as planned

        bullA new and innovative break that creates a memorable experience for attendees

        bullA break room program where videos are looped and people follow along at their leisure

        Each X bytestrade break consists of an engaging animation of less than a minute a 21 second introduction and a 5-minute fitness break The video can be shown in its entirety or shortened to fit your event schedule

        X bytestrade Features and Benefits

        bullBrief ndash can be easily inserted into anymeeting or conference program

        bullConvenient social icebreaker ndash can bedone at attendeesrsquo seats or in a break room

        bullOn-demand delivery ndash videos provide spontaneous and unlimited use

        bullSweat-free ndash attendees exercise in their business attire

        bullGentle for every body ndash there are no crazydance moves or awkward yoga poses

        bullHealthy and memorable break ndash combats sitting fatigue and learning fatigue

        X bytestrade are EASY to UseVideos can be downloaded from the Internet and played on a PC or Mac or web streamed

        Custom Branding Options

        X bytestrade provides sponsorship appeal Custom video branding brings sponsors memorable prominent and frequent exposure

        Copyright copy 2013 All Rights Reserved X bytesTM Exercise BytesTM and the X-Man symbol are trademarks of Exercise Bytes Inc

        Animation Introduction Fitness BreakLess than 1 minute 21 seconds 5 minutes

        Complete Version (Less than 65 min)Abbreviated Version (55 min)

        Short Version (5 min)

        Let us show you how on-demand fitness breaks during the day can change your conference experience

        infox-bytescom wwwx-bytescom 1-855-8xbytes Xbytes

        Is your event jam-packed with sessions

        Do you ever need to fill program gaps

        Looking for new amp innovative sponsorship opportunities

        Want to make your events more memorable

        on-demand fitness breaks

        Our PYM annual features bonus materials that can be unlocked with your mobile device

        Download the FREE PYM+ app from Apple and Google Play stores Then scan the magazine to the left with the PYM+ app and see what we mean

        Get monthly advice news and inspiration delivered to your inbox plus

        bull Our award-winning PYM Annualbull Event invitationsbull Special meeting deals

        Claim your free subscription to PYM and join our community of 100000 meeting professionals worldwide

        CATCH UP ON THESE FREE ON-DEMAND

        WEBINARS

        CONTRACT NEGOTIATIONS PREPARED AND FAIR ARE

        EFFECTIVE IN ANY MARKETwith Christy Lamagna

        CMP CMM CTSMezcomprepared

        HOW TO ENSURE YOUR EVENTS INCREASE

        CONNECTIONS FOSTER COLLABORATION AND

        DELIVER SALES RESULTSwith PYMrsquos Kristi Sanders and

        Eric Olson CEO Zeristaezcom1to1

        SOCIAL MEDIA SAFARI ITrsquoS A JUNGLE OUT THERE

        with Barbara Rozgonyi Principal CoryWest Media

        ezcomsocialsafari

        Visit planyourmeetingscomcontests monthly to find our latest

        surveysreferral promotions and you could win big

        Our next event will be on March 26 2015 in San Francisco at the Hotel Palomar

        For information about PYM LIVE Events in other cities visit PlanYourMeetingscomevents

        FEELING LUCKYARE YOU A CHANGE AGENTDid you know that you inspire us We love hearing your stories seeing your pictures and getting to know more about you and your events Please connect with us on Facebook Twitter LinkedIn Google Plus Instagram Pinterest YouTube and Flickr and share your work images and ideas with us Donrsquot forget to tag your images tweets and posts with yaypym

        Plan well and prosper friends

        ZOO ATLANTA LUNCHEON

        March 5th from 1130-130Contact Faythe VanPelt

        (404) 624-5608fvanpeltzooatlantaorg

        PEACHTREE CITY CVB FAM

        June 19thContact Nancy Price

        (678) 216-0282npricevisitpeachtreecitycom

        TELL YOUR FRIENDS

        PlanYourMeetingscomsubscribe

        The only solution that connectseveryone at your event

        contacttopicom for a free demo

        topifacebookcomtopiapp

        Geo-fencing

        Questions amp feedbackProfile search

        Interest group chats

        LinkedIn Connect

        Social network integration

        TranslationsBroadcasts

        In-app sponsorship

        Dynamic agenda

        Content sharing

        and many morehellip

        Topi makes it quick for conference participants to find and connect with each other mdash

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        Regardless of whether yoursquore an experienced or entry-level meeting planner you need to be aware of the best practices that have evolved in the industry over the years This guide will help you create and keep track of the goals for your meeting room layouts budgets FampB needs timetables and myriad other details What follows is a compilation of some of the best lists tips and guidelines culled from past Plan Your Meetings issues and LIVE Events updated by our editors advisory board and contributors For more industry news tips trends and advice visit PlanYourMeetingscom

        THE PRACTICAL GUIDE TO

        MEETING PLANNING

        Bytestrade

        on-demand fitness breaks

        PYM 2015 | PLANYOURMEETINGSCOM2

        Clarify the purpose Get the history Establish the goals and objectives Create a complete meeting profile mdash spend time upfront gathering the basic information to build a good foundation

        1 What is it A new product launch an annual board meeting an incentive trip a sales meeting or a social event What are the goals

        2 Who wants this meeting Who is the decision maker Who are the stakeholders3 Who will be attending Why are they coming What are their expectations

        Where are they coming from What is the age range and are the majority male or female Are they bringing family or guests Are there any special needs

        4 What have they done before What worked and what didnrsquot What was the cost of past meetings Where have they had meetings in the past Do they want to do something entirely different

        5 Donrsquot forget to ask the people who didnrsquot attend last yearrsquos event why they stayed home Knowing that can help you create an irresistible event that they must attend this year

        A blueprint will shape your event and can serve as a selling tool Whether you make a formal proposal to a client or simply need to report back to your corporate committee or manager you should prepare a structured proposal

        CREATE A BLUEPRINT

        o Objectives and preferenceso Geographical informationo Meeting structure

        o Demographicso Budget parameters o Summary

        THE PROPOSAL SHOULD CONTAIN THE FOLLOWINGo Destination review o Transportation plans o Site informationo Room breakdownso Food and beverage information o Entertainment and other activities o Day-to-day itinerary with grid overview o Cost summary sheet o Planning timetableo Detailed program inclusions (spells out

        what is included in cost summary sheet eg site inspection promotion airfare hotel accommodations deacutecor special effects room gifts communication costs etc)

        o Program options and enhancements (ie CSRsustainability initiatives)

        o Other things to add historical information (if applicable) destination brochures location photos hotelmeeting room layouts brochures from restaurants caterers and entertainers promotional items sample invitations and depending on your relationship with the client your company profile and references If you are going to be responsible for securing sponsors and marketing the event include that information as well

        (Note If you need supporting materials on a city and its attractions contact the CVB)

        A COVER LETTER MIGHT INCLUDE

        DEFINE YOUR MEETING

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        3PLANYOURMEETINGSCOM | PYM 2015

        VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

        ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

        FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

        PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

        AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

        PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

        SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

        TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

        ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

        The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

        DEVELOP THE BUDGET

        LIST ALL FIXED AND VARIABLE COSTS

        o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

        o Product saleso Program advertisingo Sponsorso Other

        LIST ALL REVENUES

        8 EXTRA TIPS1 Keep track of how

        you arrived at each budgeted item

        2 Allow contingencies for the unexpected (about 10 percent

        to 15 percent) 3 Have a credit card with the

        right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

        4 Have cash on hand for tips and other emergencies

        5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

        6 Keeping track of how much money yoursquove saved helps prove your worth to the company

        7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

        8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        PYM 2015 | PLANYOURMEETINGSCOM4

        AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

        offering special guest services Business center printing free Wi-Fi etc

        o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

        o What attractions are on-site or nearby

        FOOD amp BEVERAGEo What are the standard group offerings for

        meals and breaks Can menus be created or tailored to your group (Collect menus)

        o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

        o What are the local liquor lawso What on-site dining venues are available

        Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

        BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

        o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

        o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

        After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

        o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

        o Company information (name address website phone and fax)

        o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

        number of rooms neededo Preferred location of event (city state and

        area of town)o Venue requirements (hotel resort special

        facility restaurant etc)o Type of event (meeting wedding social

        reception product launch etc)

        o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

        o Offon-site requirements (caterer entertainment and setup)

        o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

        o ADA requirements (shuttles ramps parking etc)

        o Time requirements (deadlines for proposals deposits vendors etc)

        o Estimated budget (includes money allocated for event FampB venue travel AV etc)

        o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

        INCLUDE THE FOLLOWING

        PREPARE THE RFP(REQUEST FOR PROPOSAL)

        DO SITE INSPECTIONS

        SAVE TIME MONEY1 Visit Ezcompymzen and

        read about our innovative solution to the pain of sourcing venues

        2 Follow the links to our intuitive RFP builder

        3 Search comprehensive list of venues Select favorites Compare side by side

        4 Click to submit RFPs 5 Receive bids within a few

        hours Select winner6 As you go to contracting

        phase other bidders are notified and thanked

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        5PLANYOURMEETINGSCOM | PYM 2015

        GUEST ROOMSo What is the total number and type of

        rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

        o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

        o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

        o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

        o How many complimentary rooms are issued for units occupied before during and after the meeting dates

        o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

        o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

        o Ask if the rates apply to children staying in the same room

        o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

        o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

        o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

        shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

        THE LOBBYo Are the front-of-house staff (doormen

        concierge reception etc) efficient and friendly

        o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

        o Is the lobby inviting Check the cleanliness of public restrooms

        o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

        o How far is the lobby from the self-park lot

        MEETING ROOMSo Walk the space How long does it take

        to get to and from roomso What technology is available Are there

        fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

        and easy to use Is the room comfortably well lit Can it be darkened

        o Are temperature controls in the room and easy to use Is the air-conditioning quiet

        o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

        o Is adequate space available in or near the meeting rooms for breaks

        o Does the hotel have in-house or preferred suppliers for AV florals etc

        o Does the facility have any theme decorations or props you can use Are they free of charge

        13 EXTRA TIPS 1 Prepare in advance

        Visit websites 2 Take pictures or video with

        camera or phone 3 Bring someone along

        another pair of eyes helps 4 Create a timeline

        from when you first experienced the property until the day you leave

        5 Eat a meal at the property and sample on-site catering menus

        6 Get to know the key employees the general manager concierge director of security chef etc

        7 Discuss concessions but be ethical honest and realistic about your budget and expectations

        8 Make an unannounced visit to the property

        9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

        10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

        11 Are any renovations planned Will the work interfere with your meeting

        12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

        13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        PYM 2015 | PLANYOURMEETINGSCOM6

        1 REPORT BACKo Notify all who were involved in the site

        selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

        o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

        2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

        and precise o Ask a meetings industry attorney to review

        it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

        o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

        o Does it contain cancellation clauses attrition fees etc

        o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

        ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

        o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

        o Update your meetings reacutesumeacute and double-check details before signing

        o Make sure your contract is countersigned and dated by all necessary parties

        3 CHOOSE VENDORSo Ask the facility to recommend

        vendors if they donrsquot have on-site services or contracts

        o Check references and talk with people who have used the service provider

        o Meet with caterers and sample foodo Meet with speakers andor entertainers

        and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

        o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

        payment of charges Is there a discount for paying in advance or within a certain time frame

        o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

        o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

        o Finalize written agreements and follow up with final details

        o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

        4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

        5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

        and email invitations depending on the preference of your group

        INDUSTRY WEBSITESbull Asaecenterorg

        American Society of Association Executives

        bull Conventionindustryorg Convention Industry Council (CIC)

        bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

        bull Gmicglobalorg Green Meeting Industry Council

        bull Iaap-hqorg International Association of Administrative Professionals

        bull Isescom International Special Events Society

        bull Meetingscommunitycom MeCo listserve

        bull Mpiweborg Meeting Professionals International

        bull Pcmaorg Professional Convention Management Assn

        bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

        bull FacebookcomPlanyourmeetings An online community of meeting professionals

        bull Sgmporg Society of Government Meeting Planners

        bull Siteglobalcom Society of Incentive amp Travel Executives

        FOLLOW THESE 6 STEPS

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        7PLANYOURMEETINGSCOM | PYM 2015

        o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

        o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

        o If no reusable supplies from previous events are available order signs and printed material including nametags

        o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

        o Arrange delivery of all meetings material with the event manager

        o Develop and distribute meeting agenda (include hotel and transportation information)

        o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

        o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

        o Place gift orders wrap and distributeo Make arrangements for post-meeting

        disposal of items whether they are to be donated recycled or shipped

        6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

        IN ADVANCEo Check with the hotel at intervals to review

        the agreement plans and to make sure things are on schedule

        o Submit group rooming list to hotel and

        confirm arrangements three to four weeks out (including menus room setups and special requests)

        o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

        o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

        o Confirm logistical arrangements with other service providers

        ON-SITEo Hold pre-conference meeting to

        review detailso Confirm arrival of shipped materials

        and distributeo Check hotel ldquoreader boardsrdquo for posted

        times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

        changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

        sign banquet checks dailyo Make sure everyone knows whatrsquos

        acceptable See that either signage in-room screens or registration packets contain information about ground rules

        AFTER THE MEETINGo Gather room pickup and other

        reports from facilityo Prepare statistical reports on the

        meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

        o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

        o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

        6 EXTRA TIPS1 Room rates are the easiest

        item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

        2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

        3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

        4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

        5 Be courteous to everyone and make sure your staff is trained to be as well

        6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        PYM 2015 | PLANYOURMEETINGSCOM8

        o Get estimates and proposals

        o Arrange tastings and take photos

        o Choose catererrestaurant

        o Sign contract

        o Pay deposit

        o Choose format

        o Finalize menus (include special needs)

        o Finalize seating deacutecor etc

        o Take final head count

        o Arrange for tips and taxes

        o Arrange transportation and parking

        NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

        pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

        o Ask for references from groups that have held food functions at the facility within the last two months

        o Find out how far in advance the property will confirm menureception prices

        o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

        o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

        o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

        o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

        o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

        o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

        o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

        o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

        PLAN YOUR FampB

        DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

        RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        9PLANYOURMEETINGSCOM | PYM 2015

        o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

        o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

        o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

        o Make sure properties charge based on actual not estimated consumption

        o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

        FRESH IDEASo Put meal coupons in the attendeesrsquo

        registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

        o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

        o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

        o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

        o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

        o Consider an afternoon tea Offer a selection of green teas with finger

        sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

        Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

        o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

        o Always make sure buffets are double-sided even for smaller groups

        o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

        o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

        o Use props on the tables to tie in to your theme

        o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

        o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

        5 EXTRA TIPS1 Cutlery Rental cutlery

        goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

        2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

        3 Glassware Rent glasses in every shape and size Try different colors

        4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

        5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        PYM 2015 | PLANYOURMEETINGSCOM10

        Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

        o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

        o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

        o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

        o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

        o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

        o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

        Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

        o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

        o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

        o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

        PAY ATTENTION TO ROOM SETUPS

        7 EXTRA STEPS1 Make sure you take the

        overview tour of meeting room locations Are the rooms easy to find How much signage is needed

        2 Attendees should be able to leave the room without disturbing anyone else

        3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

        4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

        5 Provide plenty of ice water drinking glasses notepads pencils mints etc

        6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

        7 People learn and feel better in comfortable attractive surroundings keep that in mind

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        11PLANYOURMEETINGSCOM | PYM 2015

        The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

        1

        2

        3

        4

        5

        678

        9

        1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

        rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

        2 THEATER SEATING Theater seating maximizes space but it

        is far less convenient for note-taking or group interaction

        3 CHEVRON SEATING In this setup chairs are angled toward the

        front of the room in a V-shape Chevron seating has a friendlier feel

        4 CONFERENCE SEATING Used for meetings with 30 participants

        or less all chairs gather around one large table

        5 U-SHAPE SEATING Also used for small meetings standard

        banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

        6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

        to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

        7 T-SHAPE SEATING Another small group setup banquet tables

        are arranged to form a large T giving a sense of having a head table where presenters might be seated

        8 BANQUET SEATING The standard banquet table is 60 or 72

        inches in diameter seats eight or 12 people and is nearly always used at food functions

        9 CRESCENT SEATING Similar to banquet seating but the chairs

        are placed around one-half or three-quarters of the table Chairs all face the front of the room

        SEATING PLANS

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        PYM 2015 | PLANYOURMEETINGSCOM12

        o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

        o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

        o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

        o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

        o Check contingency plans for illness bad weather power outages etc

        o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

        o Arrange for something to fill in when the band takes a break

        o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

        o Check access to freight elevators and be sure to leave time for setup

        and breakdowno Be sure to meet with the on-site

        technician and make sure you can contact her or him in an emergency

        o Check all mics and sound levels well before itrsquos time for the speaker

        o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

        o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

        o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

        o Will speaker provide handout material or need copies made

        Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

        o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

        o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

        o Have water available at the podiumo Let speakers and other guests know

        what meetings or events they are invited to attend Are they invited to the awards dinner

        o Are they willing to offer other services MCing working the floor handling an information booth etc

        o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

        o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

        o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

        HIRING SPEAKERS amp ENTERTAINMENT

        SPEAKERS ONLINEbull Thespeakersgroupcom

        Celebrity speakers and experts Search by price range

        bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

        bull Nsaspeakerorg National Speakers Association

        bull Premierespeakerscom International resource for prominent speakers

        bull Speakerscom Authors impersonators actors celebrities and special interest speakers

        bull Speakingcom Keynote speakers

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        13PLANYOURMEETINGSCOM | PYM 2015

        Continued on next page

        MANAGE YOUR MEETINGo Get organized with the basics a word

        processor a spreadsheet and a databaseo If you need guidance download

        free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

        o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

        o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

        o I nvite local press or industry bloggers to attend and cover your event

        GET CONNECTEDo Make sure you know how attendees

        can get connected to the Internet on-site and at what cost

        o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

        o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

        o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

        o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

        o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

        Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

        MAKE IT SNAPPYo Encourage presenters to include YouTube

        videos and music in PowerPointKeynotePrezi presentations

        o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

        o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

        SET THE STAGEo Choose a room with adjustable

        lighting Keep the room light enough to take notes

        o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

        o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

        o Copy boards let presenters record notes and print them out for attendees

        o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

        o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

        o Multiple panels can double as video-enhanced scenery projecting one or many background images

        o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

        o You donrsquot need a screen to project images

        8 EXTRA TIPS

        1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

        2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

        3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

        4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

        5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

        6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

        7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

        8 4GLTE cell conections are faster than most Wi-Fi connctions

        TECHNOLOGY KNOW-HOW

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        PYM 2015 | PLANYOURMEETINGSCOM14

        The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

        o Consider creating projected 3-D images to interact with speakers or audience

        o Self-contained roll-up venues are available for outdoor events

        o Check the presentation sightlines from everywhere in the room

        o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

        o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

        BE PREPAREDo Walkie-talkies are your best friends

        All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

        o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

        o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

        o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

        o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

        Continued

        BY AIRo Whorsquos in charge of booking flights

        An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

        o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

        o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

        o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

        o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

        o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

        o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

        o Note fees for checked luggage

        GROUND TRANSPORTATIONo Check with hotels and facilities many

        have free dedicated airport shuttles or can provide airport pickups for a minimal fee

        o Arrange limousine (Hummer town car) transfers for VIPs

        o Do you need to ask for concessions on staging areas and curb space at the airport or venue

        o Are police needed for extra security If so who will pay for themo Get advice from the local convention

        and visitors bureau (CVB) about how to

        GETTING THERE AND BACK

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        15PLANYOURMEETINGSCOM | PYM 2015

        handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

        o Contact local transportation companies the CVB recommends

        o Does the city have a public transportation system that would be useful Are group fares or charters available

        o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

        o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

        o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

        o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

        equipped vehicles if neededo If venues are within walking distance

        give attendees maps

        BE PREPAREDo Make sure the vendor carries adequate

        insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

        is responsible for whato Have passenger lists to check so no one gets

        left behindo Keep shuttle vans stocked with water and

        light snacks especially if attendees will be getting on and off more than once a day

        o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

        o If attendees will have bags with them make sure shuttles have ample storage space

        o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

        PREPARE THEMo Keep attendees informed about what they

        should expect before they arrive o Whatrsquos the weather like What activities

        are planned Will they need sensible shoes What should they pack

        o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

        o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

        o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

        o Donrsquot ever assume attendees know where theyrsquore supposed to be

        o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

        Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

        Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

        Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

        For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

        7 SAFETY TIPS1 Gather a list of emergency

        contact numbers from the local CVB and notify authorities when your group will be in town

        2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

        3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

        5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

        6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

        7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

        • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
        • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
        • Pathable 85x11 adpdf
        • X-Bytes adpdf
        • Topi adpdf
        • PYM Practical Guide to Meeting Planning 2014 r1pdf

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          notes

          PYM LIVE ATLANTA | FEBRUARY 26 2015

          S P E E D M E E T I N G S P O N S O R

          LANIER ISLANDSSituated along the shores of Georgiarsquos Great Lake just 45 minutes outside of Atlanta Lanier Islands features 1500 scenic acres beckoning to families and corporate groups alike Marrying luxurious

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          Whatever your reason for visiting Lanier Islands Georgia there will always be more reasons to return Make yourself at home at our hotel in Buford GA and allow yourself to unwind and open up to the endless adventures that await Wersquoll see you at the lake

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          T E C H S P O N S O R S

          CATCHBOXWhether you are planning to host a conference meeting or lecture the Catchbox can help you make your next event memorable and productive by getting audiences engaged and part of the conversation

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          EXERCISE BYTESExercise Bytes X bytes are on-demand video fitness breaks for meetings training events conferences

          and workplaces This new and innovative technology keeps people alert entertained and energized at learning events The breaks are brief sweat-free tailored for participants wearing business attire and for use at their seats Each of the four video breaks integrates easily into the agenda as energy boosters when energy levels are low (mid-morning and mid-afternoon) time fillers to fill unplanned gaps and social icebreakers that build camaraderie Videos can be corporate branded to attract sponsorship revenue

          Kim Bercovitz PhD | (855) 892-9837 | kimx-bytescom | x-bytescom | xbytes

          PATHABLEAre you ready for an event app that your attendees will love Pathable offers a complete conference experience suite including

          middotMobile event app and ldquodesktoprdquo web community platformmiddotPrivate meeting scheduling and personalizable full conference agendamiddotExhibitor lists lead retrieval and interactive tradeshow floor mapsmiddotCommunity and social networking for events and associations

          Itrsquos been transformational for conferences like the American Society of Anesthesiologists SAP and hundreds more Contact us for a personal tour

          Jordan Schwartz | (866) 809-0252 | salespathablecom | pathablecom | pathable

          PYM+Experience the magic of augmented reality with Plan Your Meetingsrsquo PYM+ app for Apple and Android devices (ezcom

          pymplusapple and ezcompymplusandroid) If yoursquore interested in enhancing your company materials or show guides with augmented reality content let us know We can create custom channels as well as develop APIs you can embed into existing company or event apps

          Evan Casey | (678) 837-4030 | evanplanyourmeetingscom planyourmeetingscom | pymlive

          mobile apps and web sites for events

          Event Apps that Inspire More

          Networking and CommunityPersonalized AgendaPrivate Meeting SchedulingSurveys and PollsInteractive Tradeshow Floor MapsLead Retrieval and Badge Scanning

          Give your attendees community

          PLANYOURMEETINGSCOM

          notesI N - S TAT E PA R T N E R S

          CORAL HOSPITALITYContact Tina Godwin Phone (770) 674-2391 Location Alpharetta GA Email tgodwin coralhospitalitycom Web coralhospitalitycom Twitter coral_hosp

          DALTON AREA CONVENTION AND VISITORS BUREAUContact Tonya Graham Phone (404) 456-6926 Location Dalton GA Email tonya daltontradecentercom Web daltontradecentercom Twitter VisitDalton

          DOUGLASVILLE CONFERENCE CENTERContact Jennifer Bean Phone (678) 449-3116 Location Douglasville GA Email beanjdouglasvillegagov Web visitdouglasvillecom Twitter VisitDouglasville

          HOTEL INDIGO ATHENSContact Meg Kozinsky Phone (706) 546-0430 Location Athens GA Email megkozinsky indigoathenscom Web indigoathenscom Twitter indigoathens

          JAMES H RAINWATER CONFERENCE CENTERContact Sandra Roose Phone (229) 219-4405 Location Valdosta GA Email sroose valdostatourismcom Web rainwaterconference- centercom Twitter ValdostaMeeting

          KING AND PRINCEContact Bud St Pierre Phone (912) 268-5003 Location St Simons Island GA Email bstpierremmihgcom Web kingandprincecom Twitter kingandprince

          PEACHTREE CITY CONVENTION amp VISITORS BUREAUContact Jennifer Nirenberg Phone (678) 364-6946 Location Peachtree City GA Email jnirenberg visitpeachtreecitycom Web visitpeachtreecitycom Twitter ptccvb

          VISIT MACONContact Kristen Simonton Phone (478) 743-1074 ext 104 Location Macon GA Email ksimonton visitmaconorg Web VisitMaconorg Twitter MaconGaRocks

          ZOO ATLANTAContact Faythe VanPelt Phone (404) 624-5608 Location Atlanta GA Email fvanpeltzooatlantaorg Web zooatlantaorg 1212plan_an_event Twitter ZooATL

          O U T- O F - S TAT E PA R T N E R S amp M E E T I N G S E RV I C E P R OV I D E R S

          AMUSEMENT MASTERSContact Kelly Smink Phone (770) 451-9111 Location Tucker GA Email ksmink amusementmasterscom Web amusementmasterscom Twitter AmusementMasters

          AVGIRL PRODUCTIONSContact Midori Connolly Phone (619) 517-5916 Location San Diego CA Email midori avgirlproductionscom Web avgirlproductionscom Twitter AVGirlMidori

          BEAVER RUN RESORTContact Kelly Virgin Phone (303) 284-9666 Location Breckenridge CO Email kvirginbeaverruncom Web beaverruncom Twitter BeaverRun

          CAESARS ENTERTAINMENTContact Shaun Tracy Phone (702) 777-7961 Location Las Vegas NV Email stracy2caesarscom Web caesarsmeansbusinesscom Twitter caesarsmeetings

          COPPER MOUNTAIN RESORTContact Carol Schmidt Phone (970) 968-2318 ext 38809 Location Copper Mountain CO Email cschmidt coppercoloradocom Web coppermeetingscom Twitter CopperMtn

          CROWNE PLAZA GREENVILLE SEA PALMS RESORTContact Drew Fransen Phone (770) 231-5540 Location Greenville SC St Simons Island GA Email dfransen valorhospitalitycom Web valorhospitalitycom Twitter CrownePlaza SeaPalmsResort

          EAGLEWOOD RESORT amp SPAContact Kelly Kumzi Phone (630) 694-5913 Location Itasca IL Email kkumzi eaglewoodresortcom Web eaglewoodresortcom Twitter EaglewoodResort

          HOTEL ARISTAContact Barb Hocker Phone (630) 579-7803 Location Naperville IL Email bhockerhotelaristacom Web hotelaristacom Twitter HotelArista

          SENSATIONAL BASKETSContact Helen Taffet Phone (770) 587-5593 Location Alpharetta GA Email helen sensationalbasketscom Web sensationalbasketscom Twitter sensationalbkts

          STEAMBOAT GRANDContact Meg Palumbo Phone (970) 871-5537 Location Steamboat Springs CO Email mpalumbosteamboatcom Web steamboatgrandcom Twitter steamboatgrand

          VISIT FRANKLIN TNContact Kathryn York Phone (615) 794-8510 Location Franklin TN Email Kathrynvisitfranklincom Web VisitFranklincom Twitter VisitFranklin

          On-Demand Fitness Breaks that Energize and Attract

          Sponsorship Revenue

          How X bytestrade WorksX bytestrade are short video bytes of exercise that are easy to ldquofitrsquorsquo into your already packed schedule

          Each of the four X bytestrade videos is under 65 minutes and can fit into your program as

          bullA mid-morning and mid-afternoon energy booster when energy levels are low

          bullAn on-demand and on-the-spot time filler when things donrsquot go as planned

          bullA new and innovative break that creates a memorable experience for attendees

          bullA break room program where videos are looped and people follow along at their leisure

          Each X bytestrade break consists of an engaging animation of less than a minute a 21 second introduction and a 5-minute fitness break The video can be shown in its entirety or shortened to fit your event schedule

          X bytestrade Features and Benefits

          bullBrief ndash can be easily inserted into anymeeting or conference program

          bullConvenient social icebreaker ndash can bedone at attendeesrsquo seats or in a break room

          bullOn-demand delivery ndash videos provide spontaneous and unlimited use

          bullSweat-free ndash attendees exercise in their business attire

          bullGentle for every body ndash there are no crazydance moves or awkward yoga poses

          bullHealthy and memorable break ndash combats sitting fatigue and learning fatigue

          X bytestrade are EASY to UseVideos can be downloaded from the Internet and played on a PC or Mac or web streamed

          Custom Branding Options

          X bytestrade provides sponsorship appeal Custom video branding brings sponsors memorable prominent and frequent exposure

          Copyright copy 2013 All Rights Reserved X bytesTM Exercise BytesTM and the X-Man symbol are trademarks of Exercise Bytes Inc

          Animation Introduction Fitness BreakLess than 1 minute 21 seconds 5 minutes

          Complete Version (Less than 65 min)Abbreviated Version (55 min)

          Short Version (5 min)

          Let us show you how on-demand fitness breaks during the day can change your conference experience

          infox-bytescom wwwx-bytescom 1-855-8xbytes Xbytes

          Is your event jam-packed with sessions

          Do you ever need to fill program gaps

          Looking for new amp innovative sponsorship opportunities

          Want to make your events more memorable

          on-demand fitness breaks

          Our PYM annual features bonus materials that can be unlocked with your mobile device

          Download the FREE PYM+ app from Apple and Google Play stores Then scan the magazine to the left with the PYM+ app and see what we mean

          Get monthly advice news and inspiration delivered to your inbox plus

          bull Our award-winning PYM Annualbull Event invitationsbull Special meeting deals

          Claim your free subscription to PYM and join our community of 100000 meeting professionals worldwide

          CATCH UP ON THESE FREE ON-DEMAND

          WEBINARS

          CONTRACT NEGOTIATIONS PREPARED AND FAIR ARE

          EFFECTIVE IN ANY MARKETwith Christy Lamagna

          CMP CMM CTSMezcomprepared

          HOW TO ENSURE YOUR EVENTS INCREASE

          CONNECTIONS FOSTER COLLABORATION AND

          DELIVER SALES RESULTSwith PYMrsquos Kristi Sanders and

          Eric Olson CEO Zeristaezcom1to1

          SOCIAL MEDIA SAFARI ITrsquoS A JUNGLE OUT THERE

          with Barbara Rozgonyi Principal CoryWest Media

          ezcomsocialsafari

          Visit planyourmeetingscomcontests monthly to find our latest

          surveysreferral promotions and you could win big

          Our next event will be on March 26 2015 in San Francisco at the Hotel Palomar

          For information about PYM LIVE Events in other cities visit PlanYourMeetingscomevents

          FEELING LUCKYARE YOU A CHANGE AGENTDid you know that you inspire us We love hearing your stories seeing your pictures and getting to know more about you and your events Please connect with us on Facebook Twitter LinkedIn Google Plus Instagram Pinterest YouTube and Flickr and share your work images and ideas with us Donrsquot forget to tag your images tweets and posts with yaypym

          Plan well and prosper friends

          ZOO ATLANTA LUNCHEON

          March 5th from 1130-130Contact Faythe VanPelt

          (404) 624-5608fvanpeltzooatlantaorg

          PEACHTREE CITY CVB FAM

          June 19thContact Nancy Price

          (678) 216-0282npricevisitpeachtreecitycom

          TELL YOUR FRIENDS

          PlanYourMeetingscomsubscribe

          The only solution that connectseveryone at your event

          contacttopicom for a free demo

          topifacebookcomtopiapp

          Geo-fencing

          Questions amp feedbackProfile search

          Interest group chats

          LinkedIn Connect

          Social network integration

          TranslationsBroadcasts

          In-app sponsorship

          Dynamic agenda

          Content sharing

          and many morehellip

          Topi makes it quick for conference participants to find and connect with each other mdash

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          Regardless of whether yoursquore an experienced or entry-level meeting planner you need to be aware of the best practices that have evolved in the industry over the years This guide will help you create and keep track of the goals for your meeting room layouts budgets FampB needs timetables and myriad other details What follows is a compilation of some of the best lists tips and guidelines culled from past Plan Your Meetings issues and LIVE Events updated by our editors advisory board and contributors For more industry news tips trends and advice visit PlanYourMeetingscom

          THE PRACTICAL GUIDE TO

          MEETING PLANNING

          Bytestrade

          on-demand fitness breaks

          PYM 2015 | PLANYOURMEETINGSCOM2

          Clarify the purpose Get the history Establish the goals and objectives Create a complete meeting profile mdash spend time upfront gathering the basic information to build a good foundation

          1 What is it A new product launch an annual board meeting an incentive trip a sales meeting or a social event What are the goals

          2 Who wants this meeting Who is the decision maker Who are the stakeholders3 Who will be attending Why are they coming What are their expectations

          Where are they coming from What is the age range and are the majority male or female Are they bringing family or guests Are there any special needs

          4 What have they done before What worked and what didnrsquot What was the cost of past meetings Where have they had meetings in the past Do they want to do something entirely different

          5 Donrsquot forget to ask the people who didnrsquot attend last yearrsquos event why they stayed home Knowing that can help you create an irresistible event that they must attend this year

          A blueprint will shape your event and can serve as a selling tool Whether you make a formal proposal to a client or simply need to report back to your corporate committee or manager you should prepare a structured proposal

          CREATE A BLUEPRINT

          o Objectives and preferenceso Geographical informationo Meeting structure

          o Demographicso Budget parameters o Summary

          THE PROPOSAL SHOULD CONTAIN THE FOLLOWINGo Destination review o Transportation plans o Site informationo Room breakdownso Food and beverage information o Entertainment and other activities o Day-to-day itinerary with grid overview o Cost summary sheet o Planning timetableo Detailed program inclusions (spells out

          what is included in cost summary sheet eg site inspection promotion airfare hotel accommodations deacutecor special effects room gifts communication costs etc)

          o Program options and enhancements (ie CSRsustainability initiatives)

          o Other things to add historical information (if applicable) destination brochures location photos hotelmeeting room layouts brochures from restaurants caterers and entertainers promotional items sample invitations and depending on your relationship with the client your company profile and references If you are going to be responsible for securing sponsors and marketing the event include that information as well

          (Note If you need supporting materials on a city and its attractions contact the CVB)

          A COVER LETTER MIGHT INCLUDE

          DEFINE YOUR MEETING

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          3PLANYOURMEETINGSCOM | PYM 2015

          VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

          ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

          FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

          PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

          AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

          PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

          SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

          TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

          ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

          The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

          DEVELOP THE BUDGET

          LIST ALL FIXED AND VARIABLE COSTS

          o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

          o Product saleso Program advertisingo Sponsorso Other

          LIST ALL REVENUES

          8 EXTRA TIPS1 Keep track of how

          you arrived at each budgeted item

          2 Allow contingencies for the unexpected (about 10 percent

          to 15 percent) 3 Have a credit card with the

          right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

          4 Have cash on hand for tips and other emergencies

          5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

          6 Keeping track of how much money yoursquove saved helps prove your worth to the company

          7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

          8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          PYM 2015 | PLANYOURMEETINGSCOM4

          AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

          offering special guest services Business center printing free Wi-Fi etc

          o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

          o What attractions are on-site or nearby

          FOOD amp BEVERAGEo What are the standard group offerings for

          meals and breaks Can menus be created or tailored to your group (Collect menus)

          o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

          o What are the local liquor lawso What on-site dining venues are available

          Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

          BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

          o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

          o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

          After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

          o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

          o Company information (name address website phone and fax)

          o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

          number of rooms neededo Preferred location of event (city state and

          area of town)o Venue requirements (hotel resort special

          facility restaurant etc)o Type of event (meeting wedding social

          reception product launch etc)

          o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

          o Offon-site requirements (caterer entertainment and setup)

          o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

          o ADA requirements (shuttles ramps parking etc)

          o Time requirements (deadlines for proposals deposits vendors etc)

          o Estimated budget (includes money allocated for event FampB venue travel AV etc)

          o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

          INCLUDE THE FOLLOWING

          PREPARE THE RFP(REQUEST FOR PROPOSAL)

          DO SITE INSPECTIONS

          SAVE TIME MONEY1 Visit Ezcompymzen and

          read about our innovative solution to the pain of sourcing venues

          2 Follow the links to our intuitive RFP builder

          3 Search comprehensive list of venues Select favorites Compare side by side

          4 Click to submit RFPs 5 Receive bids within a few

          hours Select winner6 As you go to contracting

          phase other bidders are notified and thanked

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          5PLANYOURMEETINGSCOM | PYM 2015

          GUEST ROOMSo What is the total number and type of

          rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

          o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

          o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

          o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

          o How many complimentary rooms are issued for units occupied before during and after the meeting dates

          o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

          o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

          o Ask if the rates apply to children staying in the same room

          o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

          o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

          o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

          shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

          THE LOBBYo Are the front-of-house staff (doormen

          concierge reception etc) efficient and friendly

          o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

          o Is the lobby inviting Check the cleanliness of public restrooms

          o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

          o How far is the lobby from the self-park lot

          MEETING ROOMSo Walk the space How long does it take

          to get to and from roomso What technology is available Are there

          fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

          and easy to use Is the room comfortably well lit Can it be darkened

          o Are temperature controls in the room and easy to use Is the air-conditioning quiet

          o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

          o Is adequate space available in or near the meeting rooms for breaks

          o Does the hotel have in-house or preferred suppliers for AV florals etc

          o Does the facility have any theme decorations or props you can use Are they free of charge

          13 EXTRA TIPS 1 Prepare in advance

          Visit websites 2 Take pictures or video with

          camera or phone 3 Bring someone along

          another pair of eyes helps 4 Create a timeline

          from when you first experienced the property until the day you leave

          5 Eat a meal at the property and sample on-site catering menus

          6 Get to know the key employees the general manager concierge director of security chef etc

          7 Discuss concessions but be ethical honest and realistic about your budget and expectations

          8 Make an unannounced visit to the property

          9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

          10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

          11 Are any renovations planned Will the work interfere with your meeting

          12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

          13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          PYM 2015 | PLANYOURMEETINGSCOM6

          1 REPORT BACKo Notify all who were involved in the site

          selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

          o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

          2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

          and precise o Ask a meetings industry attorney to review

          it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

          o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

          o Does it contain cancellation clauses attrition fees etc

          o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

          ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

          o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

          o Update your meetings reacutesumeacute and double-check details before signing

          o Make sure your contract is countersigned and dated by all necessary parties

          3 CHOOSE VENDORSo Ask the facility to recommend

          vendors if they donrsquot have on-site services or contracts

          o Check references and talk with people who have used the service provider

          o Meet with caterers and sample foodo Meet with speakers andor entertainers

          and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

          o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

          payment of charges Is there a discount for paying in advance or within a certain time frame

          o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

          o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

          o Finalize written agreements and follow up with final details

          o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

          4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

          5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

          and email invitations depending on the preference of your group

          INDUSTRY WEBSITESbull Asaecenterorg

          American Society of Association Executives

          bull Conventionindustryorg Convention Industry Council (CIC)

          bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

          bull Gmicglobalorg Green Meeting Industry Council

          bull Iaap-hqorg International Association of Administrative Professionals

          bull Isescom International Special Events Society

          bull Meetingscommunitycom MeCo listserve

          bull Mpiweborg Meeting Professionals International

          bull Pcmaorg Professional Convention Management Assn

          bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

          bull FacebookcomPlanyourmeetings An online community of meeting professionals

          bull Sgmporg Society of Government Meeting Planners

          bull Siteglobalcom Society of Incentive amp Travel Executives

          FOLLOW THESE 6 STEPS

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          7PLANYOURMEETINGSCOM | PYM 2015

          o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

          o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

          o If no reusable supplies from previous events are available order signs and printed material including nametags

          o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

          o Arrange delivery of all meetings material with the event manager

          o Develop and distribute meeting agenda (include hotel and transportation information)

          o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

          o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

          o Place gift orders wrap and distributeo Make arrangements for post-meeting

          disposal of items whether they are to be donated recycled or shipped

          6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

          IN ADVANCEo Check with the hotel at intervals to review

          the agreement plans and to make sure things are on schedule

          o Submit group rooming list to hotel and

          confirm arrangements three to four weeks out (including menus room setups and special requests)

          o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

          o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

          o Confirm logistical arrangements with other service providers

          ON-SITEo Hold pre-conference meeting to

          review detailso Confirm arrival of shipped materials

          and distributeo Check hotel ldquoreader boardsrdquo for posted

          times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

          changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

          sign banquet checks dailyo Make sure everyone knows whatrsquos

          acceptable See that either signage in-room screens or registration packets contain information about ground rules

          AFTER THE MEETINGo Gather room pickup and other

          reports from facilityo Prepare statistical reports on the

          meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

          o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

          o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

          6 EXTRA TIPS1 Room rates are the easiest

          item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

          2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

          3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

          4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

          5 Be courteous to everyone and make sure your staff is trained to be as well

          6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          PYM 2015 | PLANYOURMEETINGSCOM8

          o Get estimates and proposals

          o Arrange tastings and take photos

          o Choose catererrestaurant

          o Sign contract

          o Pay deposit

          o Choose format

          o Finalize menus (include special needs)

          o Finalize seating deacutecor etc

          o Take final head count

          o Arrange for tips and taxes

          o Arrange transportation and parking

          NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

          pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

          o Ask for references from groups that have held food functions at the facility within the last two months

          o Find out how far in advance the property will confirm menureception prices

          o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

          o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

          o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

          o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

          o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

          o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

          o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

          o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

          PLAN YOUR FampB

          DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

          RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          9PLANYOURMEETINGSCOM | PYM 2015

          o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

          o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

          o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

          o Make sure properties charge based on actual not estimated consumption

          o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

          FRESH IDEASo Put meal coupons in the attendeesrsquo

          registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

          o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

          o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

          o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

          o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

          o Consider an afternoon tea Offer a selection of green teas with finger

          sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

          Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

          o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

          o Always make sure buffets are double-sided even for smaller groups

          o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

          o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

          o Use props on the tables to tie in to your theme

          o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

          o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

          5 EXTRA TIPS1 Cutlery Rental cutlery

          goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

          2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

          3 Glassware Rent glasses in every shape and size Try different colors

          4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

          5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          PYM 2015 | PLANYOURMEETINGSCOM10

          Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

          o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

          o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

          o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

          o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

          o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

          o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

          Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

          o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

          o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

          o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

          PAY ATTENTION TO ROOM SETUPS

          7 EXTRA STEPS1 Make sure you take the

          overview tour of meeting room locations Are the rooms easy to find How much signage is needed

          2 Attendees should be able to leave the room without disturbing anyone else

          3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

          4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

          5 Provide plenty of ice water drinking glasses notepads pencils mints etc

          6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

          7 People learn and feel better in comfortable attractive surroundings keep that in mind

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          11PLANYOURMEETINGSCOM | PYM 2015

          The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

          1

          2

          3

          4

          5

          678

          9

          1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

          rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

          2 THEATER SEATING Theater seating maximizes space but it

          is far less convenient for note-taking or group interaction

          3 CHEVRON SEATING In this setup chairs are angled toward the

          front of the room in a V-shape Chevron seating has a friendlier feel

          4 CONFERENCE SEATING Used for meetings with 30 participants

          or less all chairs gather around one large table

          5 U-SHAPE SEATING Also used for small meetings standard

          banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

          6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

          to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

          7 T-SHAPE SEATING Another small group setup banquet tables

          are arranged to form a large T giving a sense of having a head table where presenters might be seated

          8 BANQUET SEATING The standard banquet table is 60 or 72

          inches in diameter seats eight or 12 people and is nearly always used at food functions

          9 CRESCENT SEATING Similar to banquet seating but the chairs

          are placed around one-half or three-quarters of the table Chairs all face the front of the room

          SEATING PLANS

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          PYM 2015 | PLANYOURMEETINGSCOM12

          o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

          o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

          o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

          o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

          o Check contingency plans for illness bad weather power outages etc

          o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

          o Arrange for something to fill in when the band takes a break

          o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

          o Check access to freight elevators and be sure to leave time for setup

          and breakdowno Be sure to meet with the on-site

          technician and make sure you can contact her or him in an emergency

          o Check all mics and sound levels well before itrsquos time for the speaker

          o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

          o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

          o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

          o Will speaker provide handout material or need copies made

          Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

          o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

          o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

          o Have water available at the podiumo Let speakers and other guests know

          what meetings or events they are invited to attend Are they invited to the awards dinner

          o Are they willing to offer other services MCing working the floor handling an information booth etc

          o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

          o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

          o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

          HIRING SPEAKERS amp ENTERTAINMENT

          SPEAKERS ONLINEbull Thespeakersgroupcom

          Celebrity speakers and experts Search by price range

          bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

          bull Nsaspeakerorg National Speakers Association

          bull Premierespeakerscom International resource for prominent speakers

          bull Speakerscom Authors impersonators actors celebrities and special interest speakers

          bull Speakingcom Keynote speakers

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          13PLANYOURMEETINGSCOM | PYM 2015

          Continued on next page

          MANAGE YOUR MEETINGo Get organized with the basics a word

          processor a spreadsheet and a databaseo If you need guidance download

          free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

          o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

          o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

          o I nvite local press or industry bloggers to attend and cover your event

          GET CONNECTEDo Make sure you know how attendees

          can get connected to the Internet on-site and at what cost

          o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

          o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

          o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

          o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

          o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

          Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

          MAKE IT SNAPPYo Encourage presenters to include YouTube

          videos and music in PowerPointKeynotePrezi presentations

          o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

          o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

          SET THE STAGEo Choose a room with adjustable

          lighting Keep the room light enough to take notes

          o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

          o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

          o Copy boards let presenters record notes and print them out for attendees

          o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

          o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

          o Multiple panels can double as video-enhanced scenery projecting one or many background images

          o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

          o You donrsquot need a screen to project images

          8 EXTRA TIPS

          1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

          2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

          3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

          4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

          5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

          6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

          7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

          8 4GLTE cell conections are faster than most Wi-Fi connctions

          TECHNOLOGY KNOW-HOW

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          PYM 2015 | PLANYOURMEETINGSCOM14

          The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

          o Consider creating projected 3-D images to interact with speakers or audience

          o Self-contained roll-up venues are available for outdoor events

          o Check the presentation sightlines from everywhere in the room

          o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

          o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

          BE PREPAREDo Walkie-talkies are your best friends

          All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

          o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

          o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

          o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

          o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

          Continued

          BY AIRo Whorsquos in charge of booking flights

          An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

          o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

          o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

          o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

          o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

          o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

          o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

          o Note fees for checked luggage

          GROUND TRANSPORTATIONo Check with hotels and facilities many

          have free dedicated airport shuttles or can provide airport pickups for a minimal fee

          o Arrange limousine (Hummer town car) transfers for VIPs

          o Do you need to ask for concessions on staging areas and curb space at the airport or venue

          o Are police needed for extra security If so who will pay for themo Get advice from the local convention

          and visitors bureau (CVB) about how to

          GETTING THERE AND BACK

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          15PLANYOURMEETINGSCOM | PYM 2015

          handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

          o Contact local transportation companies the CVB recommends

          o Does the city have a public transportation system that would be useful Are group fares or charters available

          o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

          o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

          o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

          o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

          equipped vehicles if neededo If venues are within walking distance

          give attendees maps

          BE PREPAREDo Make sure the vendor carries adequate

          insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

          is responsible for whato Have passenger lists to check so no one gets

          left behindo Keep shuttle vans stocked with water and

          light snacks especially if attendees will be getting on and off more than once a day

          o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

          o If attendees will have bags with them make sure shuttles have ample storage space

          o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

          PREPARE THEMo Keep attendees informed about what they

          should expect before they arrive o Whatrsquos the weather like What activities

          are planned Will they need sensible shoes What should they pack

          o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

          o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

          o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

          o Donrsquot ever assume attendees know where theyrsquore supposed to be

          o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

          Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

          Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

          Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

          For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

          7 SAFETY TIPS1 Gather a list of emergency

          contact numbers from the local CVB and notify authorities when your group will be in town

          2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

          3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

          5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

          6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

          7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

          • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
          • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
          • Pathable 85x11 adpdf
          • X-Bytes adpdf
          • Topi adpdf
          • PYM Practical Guide to Meeting Planning 2014 r1pdf

            notes

            PYM LIVE ATLANTA | FEBRUARY 26 2015

            S P E E D M E E T I N G S P O N S O R

            LANIER ISLANDSSituated along the shores of Georgiarsquos Great Lake just 45 minutes outside of Atlanta Lanier Islands features 1500 scenic acres beckoning to families and corporate groups alike Marrying luxurious

            resort amenities with the unparalleled natural beauty of North Georgia a Lanier Islands vacation is one to be treasured long after your bags have been unpacked and your photos have been uploaded

            The sprawling grounds feature an assortment of pet-friendly accommodations from stunning suites and family friendly ranch-style LakeHouses to rustic campsites and splendid villas After a perfect night of sleep Lanier Islands offers a multitude of experiences for your enjoyment and exhilaration Play a round of golf on our award-winning course gallop through the woods by horseback zipline through the trees on a guided canopy tour cruise across the lake in a private pontoon or explore our variety of dining options onsite In the summertime splash away at LanierWorld and in the winter discover our brand new winter experience SnowWorld

            Whatever your reason for visiting Lanier Islands Georgia there will always be more reasons to return Make yourself at home at our hotel in Buford GA and allow yourself to unwind and open up to the endless adventures that await Wersquoll see you at the lake

            Jill Eisel | (678) 318-2006 | jeiselLanierIslandscom | lanierislandscom | LanierIslands

            T E C H S P O N S O R S

            CATCHBOXWhether you are planning to host a conference meeting or lecture the Catchbox can help you make your next event memorable and productive by getting audiences engaged and part of the conversation

            Pyry Taanila | +35 (840) 043-5459 | infogetcatchboxcom getcatchboxcom | thecatchbox

            Bytestrade

            on-demand fitness breaks

            EXERCISE BYTESExercise Bytes X bytes are on-demand video fitness breaks for meetings training events conferences

            and workplaces This new and innovative technology keeps people alert entertained and energized at learning events The breaks are brief sweat-free tailored for participants wearing business attire and for use at their seats Each of the four video breaks integrates easily into the agenda as energy boosters when energy levels are low (mid-morning and mid-afternoon) time fillers to fill unplanned gaps and social icebreakers that build camaraderie Videos can be corporate branded to attract sponsorship revenue

            Kim Bercovitz PhD | (855) 892-9837 | kimx-bytescom | x-bytescom | xbytes

            PATHABLEAre you ready for an event app that your attendees will love Pathable offers a complete conference experience suite including

            middotMobile event app and ldquodesktoprdquo web community platformmiddotPrivate meeting scheduling and personalizable full conference agendamiddotExhibitor lists lead retrieval and interactive tradeshow floor mapsmiddotCommunity and social networking for events and associations

            Itrsquos been transformational for conferences like the American Society of Anesthesiologists SAP and hundreds more Contact us for a personal tour

            Jordan Schwartz | (866) 809-0252 | salespathablecom | pathablecom | pathable

            PYM+Experience the magic of augmented reality with Plan Your Meetingsrsquo PYM+ app for Apple and Android devices (ezcom

            pymplusapple and ezcompymplusandroid) If yoursquore interested in enhancing your company materials or show guides with augmented reality content let us know We can create custom channels as well as develop APIs you can embed into existing company or event apps

            Evan Casey | (678) 837-4030 | evanplanyourmeetingscom planyourmeetingscom | pymlive

            mobile apps and web sites for events

            Event Apps that Inspire More

            Networking and CommunityPersonalized AgendaPrivate Meeting SchedulingSurveys and PollsInteractive Tradeshow Floor MapsLead Retrieval and Badge Scanning

            Give your attendees community

            PLANYOURMEETINGSCOM

            notesI N - S TAT E PA R T N E R S

            CORAL HOSPITALITYContact Tina Godwin Phone (770) 674-2391 Location Alpharetta GA Email tgodwin coralhospitalitycom Web coralhospitalitycom Twitter coral_hosp

            DALTON AREA CONVENTION AND VISITORS BUREAUContact Tonya Graham Phone (404) 456-6926 Location Dalton GA Email tonya daltontradecentercom Web daltontradecentercom Twitter VisitDalton

            DOUGLASVILLE CONFERENCE CENTERContact Jennifer Bean Phone (678) 449-3116 Location Douglasville GA Email beanjdouglasvillegagov Web visitdouglasvillecom Twitter VisitDouglasville

            HOTEL INDIGO ATHENSContact Meg Kozinsky Phone (706) 546-0430 Location Athens GA Email megkozinsky indigoathenscom Web indigoathenscom Twitter indigoathens

            JAMES H RAINWATER CONFERENCE CENTERContact Sandra Roose Phone (229) 219-4405 Location Valdosta GA Email sroose valdostatourismcom Web rainwaterconference- centercom Twitter ValdostaMeeting

            KING AND PRINCEContact Bud St Pierre Phone (912) 268-5003 Location St Simons Island GA Email bstpierremmihgcom Web kingandprincecom Twitter kingandprince

            PEACHTREE CITY CONVENTION amp VISITORS BUREAUContact Jennifer Nirenberg Phone (678) 364-6946 Location Peachtree City GA Email jnirenberg visitpeachtreecitycom Web visitpeachtreecitycom Twitter ptccvb

            VISIT MACONContact Kristen Simonton Phone (478) 743-1074 ext 104 Location Macon GA Email ksimonton visitmaconorg Web VisitMaconorg Twitter MaconGaRocks

            ZOO ATLANTAContact Faythe VanPelt Phone (404) 624-5608 Location Atlanta GA Email fvanpeltzooatlantaorg Web zooatlantaorg 1212plan_an_event Twitter ZooATL

            O U T- O F - S TAT E PA R T N E R S amp M E E T I N G S E RV I C E P R OV I D E R S

            AMUSEMENT MASTERSContact Kelly Smink Phone (770) 451-9111 Location Tucker GA Email ksmink amusementmasterscom Web amusementmasterscom Twitter AmusementMasters

            AVGIRL PRODUCTIONSContact Midori Connolly Phone (619) 517-5916 Location San Diego CA Email midori avgirlproductionscom Web avgirlproductionscom Twitter AVGirlMidori

            BEAVER RUN RESORTContact Kelly Virgin Phone (303) 284-9666 Location Breckenridge CO Email kvirginbeaverruncom Web beaverruncom Twitter BeaverRun

            CAESARS ENTERTAINMENTContact Shaun Tracy Phone (702) 777-7961 Location Las Vegas NV Email stracy2caesarscom Web caesarsmeansbusinesscom Twitter caesarsmeetings

            COPPER MOUNTAIN RESORTContact Carol Schmidt Phone (970) 968-2318 ext 38809 Location Copper Mountain CO Email cschmidt coppercoloradocom Web coppermeetingscom Twitter CopperMtn

            CROWNE PLAZA GREENVILLE SEA PALMS RESORTContact Drew Fransen Phone (770) 231-5540 Location Greenville SC St Simons Island GA Email dfransen valorhospitalitycom Web valorhospitalitycom Twitter CrownePlaza SeaPalmsResort

            EAGLEWOOD RESORT amp SPAContact Kelly Kumzi Phone (630) 694-5913 Location Itasca IL Email kkumzi eaglewoodresortcom Web eaglewoodresortcom Twitter EaglewoodResort

            HOTEL ARISTAContact Barb Hocker Phone (630) 579-7803 Location Naperville IL Email bhockerhotelaristacom Web hotelaristacom Twitter HotelArista

            SENSATIONAL BASKETSContact Helen Taffet Phone (770) 587-5593 Location Alpharetta GA Email helen sensationalbasketscom Web sensationalbasketscom Twitter sensationalbkts

            STEAMBOAT GRANDContact Meg Palumbo Phone (970) 871-5537 Location Steamboat Springs CO Email mpalumbosteamboatcom Web steamboatgrandcom Twitter steamboatgrand

            VISIT FRANKLIN TNContact Kathryn York Phone (615) 794-8510 Location Franklin TN Email Kathrynvisitfranklincom Web VisitFranklincom Twitter VisitFranklin

            On-Demand Fitness Breaks that Energize and Attract

            Sponsorship Revenue

            How X bytestrade WorksX bytestrade are short video bytes of exercise that are easy to ldquofitrsquorsquo into your already packed schedule

            Each of the four X bytestrade videos is under 65 minutes and can fit into your program as

            bullA mid-morning and mid-afternoon energy booster when energy levels are low

            bullAn on-demand and on-the-spot time filler when things donrsquot go as planned

            bullA new and innovative break that creates a memorable experience for attendees

            bullA break room program where videos are looped and people follow along at their leisure

            Each X bytestrade break consists of an engaging animation of less than a minute a 21 second introduction and a 5-minute fitness break The video can be shown in its entirety or shortened to fit your event schedule

            X bytestrade Features and Benefits

            bullBrief ndash can be easily inserted into anymeeting or conference program

            bullConvenient social icebreaker ndash can bedone at attendeesrsquo seats or in a break room

            bullOn-demand delivery ndash videos provide spontaneous and unlimited use

            bullSweat-free ndash attendees exercise in their business attire

            bullGentle for every body ndash there are no crazydance moves or awkward yoga poses

            bullHealthy and memorable break ndash combats sitting fatigue and learning fatigue

            X bytestrade are EASY to UseVideos can be downloaded from the Internet and played on a PC or Mac or web streamed

            Custom Branding Options

            X bytestrade provides sponsorship appeal Custom video branding brings sponsors memorable prominent and frequent exposure

            Copyright copy 2013 All Rights Reserved X bytesTM Exercise BytesTM and the X-Man symbol are trademarks of Exercise Bytes Inc

            Animation Introduction Fitness BreakLess than 1 minute 21 seconds 5 minutes

            Complete Version (Less than 65 min)Abbreviated Version (55 min)

            Short Version (5 min)

            Let us show you how on-demand fitness breaks during the day can change your conference experience

            infox-bytescom wwwx-bytescom 1-855-8xbytes Xbytes

            Is your event jam-packed with sessions

            Do you ever need to fill program gaps

            Looking for new amp innovative sponsorship opportunities

            Want to make your events more memorable

            on-demand fitness breaks

            Our PYM annual features bonus materials that can be unlocked with your mobile device

            Download the FREE PYM+ app from Apple and Google Play stores Then scan the magazine to the left with the PYM+ app and see what we mean

            Get monthly advice news and inspiration delivered to your inbox plus

            bull Our award-winning PYM Annualbull Event invitationsbull Special meeting deals

            Claim your free subscription to PYM and join our community of 100000 meeting professionals worldwide

            CATCH UP ON THESE FREE ON-DEMAND

            WEBINARS

            CONTRACT NEGOTIATIONS PREPARED AND FAIR ARE

            EFFECTIVE IN ANY MARKETwith Christy Lamagna

            CMP CMM CTSMezcomprepared

            HOW TO ENSURE YOUR EVENTS INCREASE

            CONNECTIONS FOSTER COLLABORATION AND

            DELIVER SALES RESULTSwith PYMrsquos Kristi Sanders and

            Eric Olson CEO Zeristaezcom1to1

            SOCIAL MEDIA SAFARI ITrsquoS A JUNGLE OUT THERE

            with Barbara Rozgonyi Principal CoryWest Media

            ezcomsocialsafari

            Visit planyourmeetingscomcontests monthly to find our latest

            surveysreferral promotions and you could win big

            Our next event will be on March 26 2015 in San Francisco at the Hotel Palomar

            For information about PYM LIVE Events in other cities visit PlanYourMeetingscomevents

            FEELING LUCKYARE YOU A CHANGE AGENTDid you know that you inspire us We love hearing your stories seeing your pictures and getting to know more about you and your events Please connect with us on Facebook Twitter LinkedIn Google Plus Instagram Pinterest YouTube and Flickr and share your work images and ideas with us Donrsquot forget to tag your images tweets and posts with yaypym

            Plan well and prosper friends

            ZOO ATLANTA LUNCHEON

            March 5th from 1130-130Contact Faythe VanPelt

            (404) 624-5608fvanpeltzooatlantaorg

            PEACHTREE CITY CVB FAM

            June 19thContact Nancy Price

            (678) 216-0282npricevisitpeachtreecitycom

            TELL YOUR FRIENDS

            PlanYourMeetingscomsubscribe

            The only solution that connectseveryone at your event

            contacttopicom for a free demo

            topifacebookcomtopiapp

            Geo-fencing

            Questions amp feedbackProfile search

            Interest group chats

            LinkedIn Connect

            Social network integration

            TranslationsBroadcasts

            In-app sponsorship

            Dynamic agenda

            Content sharing

            and many morehellip

            Topi makes it quick for conference participants to find and connect with each other mdash

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            Regardless of whether yoursquore an experienced or entry-level meeting planner you need to be aware of the best practices that have evolved in the industry over the years This guide will help you create and keep track of the goals for your meeting room layouts budgets FampB needs timetables and myriad other details What follows is a compilation of some of the best lists tips and guidelines culled from past Plan Your Meetings issues and LIVE Events updated by our editors advisory board and contributors For more industry news tips trends and advice visit PlanYourMeetingscom

            THE PRACTICAL GUIDE TO

            MEETING PLANNING

            Bytestrade

            on-demand fitness breaks

            PYM 2015 | PLANYOURMEETINGSCOM2

            Clarify the purpose Get the history Establish the goals and objectives Create a complete meeting profile mdash spend time upfront gathering the basic information to build a good foundation

            1 What is it A new product launch an annual board meeting an incentive trip a sales meeting or a social event What are the goals

            2 Who wants this meeting Who is the decision maker Who are the stakeholders3 Who will be attending Why are they coming What are their expectations

            Where are they coming from What is the age range and are the majority male or female Are they bringing family or guests Are there any special needs

            4 What have they done before What worked and what didnrsquot What was the cost of past meetings Where have they had meetings in the past Do they want to do something entirely different

            5 Donrsquot forget to ask the people who didnrsquot attend last yearrsquos event why they stayed home Knowing that can help you create an irresistible event that they must attend this year

            A blueprint will shape your event and can serve as a selling tool Whether you make a formal proposal to a client or simply need to report back to your corporate committee or manager you should prepare a structured proposal

            CREATE A BLUEPRINT

            o Objectives and preferenceso Geographical informationo Meeting structure

            o Demographicso Budget parameters o Summary

            THE PROPOSAL SHOULD CONTAIN THE FOLLOWINGo Destination review o Transportation plans o Site informationo Room breakdownso Food and beverage information o Entertainment and other activities o Day-to-day itinerary with grid overview o Cost summary sheet o Planning timetableo Detailed program inclusions (spells out

            what is included in cost summary sheet eg site inspection promotion airfare hotel accommodations deacutecor special effects room gifts communication costs etc)

            o Program options and enhancements (ie CSRsustainability initiatives)

            o Other things to add historical information (if applicable) destination brochures location photos hotelmeeting room layouts brochures from restaurants caterers and entertainers promotional items sample invitations and depending on your relationship with the client your company profile and references If you are going to be responsible for securing sponsors and marketing the event include that information as well

            (Note If you need supporting materials on a city and its attractions contact the CVB)

            A COVER LETTER MIGHT INCLUDE

            DEFINE YOUR MEETING

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            3PLANYOURMEETINGSCOM | PYM 2015

            VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

            ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

            FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

            PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

            AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

            PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

            SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

            TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

            ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

            The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

            DEVELOP THE BUDGET

            LIST ALL FIXED AND VARIABLE COSTS

            o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

            o Product saleso Program advertisingo Sponsorso Other

            LIST ALL REVENUES

            8 EXTRA TIPS1 Keep track of how

            you arrived at each budgeted item

            2 Allow contingencies for the unexpected (about 10 percent

            to 15 percent) 3 Have a credit card with the

            right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

            4 Have cash on hand for tips and other emergencies

            5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

            6 Keeping track of how much money yoursquove saved helps prove your worth to the company

            7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

            8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            PYM 2015 | PLANYOURMEETINGSCOM4

            AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

            offering special guest services Business center printing free Wi-Fi etc

            o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

            o What attractions are on-site or nearby

            FOOD amp BEVERAGEo What are the standard group offerings for

            meals and breaks Can menus be created or tailored to your group (Collect menus)

            o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

            o What are the local liquor lawso What on-site dining venues are available

            Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

            BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

            o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

            o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

            After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

            o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

            o Company information (name address website phone and fax)

            o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

            number of rooms neededo Preferred location of event (city state and

            area of town)o Venue requirements (hotel resort special

            facility restaurant etc)o Type of event (meeting wedding social

            reception product launch etc)

            o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

            o Offon-site requirements (caterer entertainment and setup)

            o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

            o ADA requirements (shuttles ramps parking etc)

            o Time requirements (deadlines for proposals deposits vendors etc)

            o Estimated budget (includes money allocated for event FampB venue travel AV etc)

            o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

            INCLUDE THE FOLLOWING

            PREPARE THE RFP(REQUEST FOR PROPOSAL)

            DO SITE INSPECTIONS

            SAVE TIME MONEY1 Visit Ezcompymzen and

            read about our innovative solution to the pain of sourcing venues

            2 Follow the links to our intuitive RFP builder

            3 Search comprehensive list of venues Select favorites Compare side by side

            4 Click to submit RFPs 5 Receive bids within a few

            hours Select winner6 As you go to contracting

            phase other bidders are notified and thanked

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            5PLANYOURMEETINGSCOM | PYM 2015

            GUEST ROOMSo What is the total number and type of

            rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

            o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

            o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

            o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

            o How many complimentary rooms are issued for units occupied before during and after the meeting dates

            o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

            o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

            o Ask if the rates apply to children staying in the same room

            o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

            o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

            o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

            shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

            THE LOBBYo Are the front-of-house staff (doormen

            concierge reception etc) efficient and friendly

            o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

            o Is the lobby inviting Check the cleanliness of public restrooms

            o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

            o How far is the lobby from the self-park lot

            MEETING ROOMSo Walk the space How long does it take

            to get to and from roomso What technology is available Are there

            fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

            and easy to use Is the room comfortably well lit Can it be darkened

            o Are temperature controls in the room and easy to use Is the air-conditioning quiet

            o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

            o Is adequate space available in or near the meeting rooms for breaks

            o Does the hotel have in-house or preferred suppliers for AV florals etc

            o Does the facility have any theme decorations or props you can use Are they free of charge

            13 EXTRA TIPS 1 Prepare in advance

            Visit websites 2 Take pictures or video with

            camera or phone 3 Bring someone along

            another pair of eyes helps 4 Create a timeline

            from when you first experienced the property until the day you leave

            5 Eat a meal at the property and sample on-site catering menus

            6 Get to know the key employees the general manager concierge director of security chef etc

            7 Discuss concessions but be ethical honest and realistic about your budget and expectations

            8 Make an unannounced visit to the property

            9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

            10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

            11 Are any renovations planned Will the work interfere with your meeting

            12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

            13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            PYM 2015 | PLANYOURMEETINGSCOM6

            1 REPORT BACKo Notify all who were involved in the site

            selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

            o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

            2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

            and precise o Ask a meetings industry attorney to review

            it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

            o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

            o Does it contain cancellation clauses attrition fees etc

            o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

            ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

            o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

            o Update your meetings reacutesumeacute and double-check details before signing

            o Make sure your contract is countersigned and dated by all necessary parties

            3 CHOOSE VENDORSo Ask the facility to recommend

            vendors if they donrsquot have on-site services or contracts

            o Check references and talk with people who have used the service provider

            o Meet with caterers and sample foodo Meet with speakers andor entertainers

            and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

            o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

            payment of charges Is there a discount for paying in advance or within a certain time frame

            o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

            o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

            o Finalize written agreements and follow up with final details

            o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

            4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

            5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

            and email invitations depending on the preference of your group

            INDUSTRY WEBSITESbull Asaecenterorg

            American Society of Association Executives

            bull Conventionindustryorg Convention Industry Council (CIC)

            bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

            bull Gmicglobalorg Green Meeting Industry Council

            bull Iaap-hqorg International Association of Administrative Professionals

            bull Isescom International Special Events Society

            bull Meetingscommunitycom MeCo listserve

            bull Mpiweborg Meeting Professionals International

            bull Pcmaorg Professional Convention Management Assn

            bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

            bull FacebookcomPlanyourmeetings An online community of meeting professionals

            bull Sgmporg Society of Government Meeting Planners

            bull Siteglobalcom Society of Incentive amp Travel Executives

            FOLLOW THESE 6 STEPS

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            7PLANYOURMEETINGSCOM | PYM 2015

            o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

            o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

            o If no reusable supplies from previous events are available order signs and printed material including nametags

            o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

            o Arrange delivery of all meetings material with the event manager

            o Develop and distribute meeting agenda (include hotel and transportation information)

            o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

            o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

            o Place gift orders wrap and distributeo Make arrangements for post-meeting

            disposal of items whether they are to be donated recycled or shipped

            6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

            IN ADVANCEo Check with the hotel at intervals to review

            the agreement plans and to make sure things are on schedule

            o Submit group rooming list to hotel and

            confirm arrangements three to four weeks out (including menus room setups and special requests)

            o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

            o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

            o Confirm logistical arrangements with other service providers

            ON-SITEo Hold pre-conference meeting to

            review detailso Confirm arrival of shipped materials

            and distributeo Check hotel ldquoreader boardsrdquo for posted

            times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

            changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

            sign banquet checks dailyo Make sure everyone knows whatrsquos

            acceptable See that either signage in-room screens or registration packets contain information about ground rules

            AFTER THE MEETINGo Gather room pickup and other

            reports from facilityo Prepare statistical reports on the

            meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

            o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

            o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

            6 EXTRA TIPS1 Room rates are the easiest

            item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

            2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

            3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

            4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

            5 Be courteous to everyone and make sure your staff is trained to be as well

            6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            PYM 2015 | PLANYOURMEETINGSCOM8

            o Get estimates and proposals

            o Arrange tastings and take photos

            o Choose catererrestaurant

            o Sign contract

            o Pay deposit

            o Choose format

            o Finalize menus (include special needs)

            o Finalize seating deacutecor etc

            o Take final head count

            o Arrange for tips and taxes

            o Arrange transportation and parking

            NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

            pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

            o Ask for references from groups that have held food functions at the facility within the last two months

            o Find out how far in advance the property will confirm menureception prices

            o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

            o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

            o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

            o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

            o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

            o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

            o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

            o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

            PLAN YOUR FampB

            DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

            RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            9PLANYOURMEETINGSCOM | PYM 2015

            o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

            o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

            o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

            o Make sure properties charge based on actual not estimated consumption

            o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

            FRESH IDEASo Put meal coupons in the attendeesrsquo

            registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

            o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

            o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

            o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

            o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

            o Consider an afternoon tea Offer a selection of green teas with finger

            sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

            Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

            o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

            o Always make sure buffets are double-sided even for smaller groups

            o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

            o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

            o Use props on the tables to tie in to your theme

            o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

            o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

            5 EXTRA TIPS1 Cutlery Rental cutlery

            goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

            2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

            3 Glassware Rent glasses in every shape and size Try different colors

            4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

            5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            PYM 2015 | PLANYOURMEETINGSCOM10

            Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

            o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

            o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

            o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

            o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

            o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

            o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

            Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

            o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

            o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

            o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

            PAY ATTENTION TO ROOM SETUPS

            7 EXTRA STEPS1 Make sure you take the

            overview tour of meeting room locations Are the rooms easy to find How much signage is needed

            2 Attendees should be able to leave the room without disturbing anyone else

            3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

            4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

            5 Provide plenty of ice water drinking glasses notepads pencils mints etc

            6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

            7 People learn and feel better in comfortable attractive surroundings keep that in mind

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            11PLANYOURMEETINGSCOM | PYM 2015

            The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

            1

            2

            3

            4

            5

            678

            9

            1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

            rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

            2 THEATER SEATING Theater seating maximizes space but it

            is far less convenient for note-taking or group interaction

            3 CHEVRON SEATING In this setup chairs are angled toward the

            front of the room in a V-shape Chevron seating has a friendlier feel

            4 CONFERENCE SEATING Used for meetings with 30 participants

            or less all chairs gather around one large table

            5 U-SHAPE SEATING Also used for small meetings standard

            banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

            6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

            to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

            7 T-SHAPE SEATING Another small group setup banquet tables

            are arranged to form a large T giving a sense of having a head table where presenters might be seated

            8 BANQUET SEATING The standard banquet table is 60 or 72

            inches in diameter seats eight or 12 people and is nearly always used at food functions

            9 CRESCENT SEATING Similar to banquet seating but the chairs

            are placed around one-half or three-quarters of the table Chairs all face the front of the room

            SEATING PLANS

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            PYM 2015 | PLANYOURMEETINGSCOM12

            o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

            o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

            o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

            o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

            o Check contingency plans for illness bad weather power outages etc

            o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

            o Arrange for something to fill in when the band takes a break

            o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

            o Check access to freight elevators and be sure to leave time for setup

            and breakdowno Be sure to meet with the on-site

            technician and make sure you can contact her or him in an emergency

            o Check all mics and sound levels well before itrsquos time for the speaker

            o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

            o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

            o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

            o Will speaker provide handout material or need copies made

            Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

            o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

            o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

            o Have water available at the podiumo Let speakers and other guests know

            what meetings or events they are invited to attend Are they invited to the awards dinner

            o Are they willing to offer other services MCing working the floor handling an information booth etc

            o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

            o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

            o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

            HIRING SPEAKERS amp ENTERTAINMENT

            SPEAKERS ONLINEbull Thespeakersgroupcom

            Celebrity speakers and experts Search by price range

            bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

            bull Nsaspeakerorg National Speakers Association

            bull Premierespeakerscom International resource for prominent speakers

            bull Speakerscom Authors impersonators actors celebrities and special interest speakers

            bull Speakingcom Keynote speakers

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            13PLANYOURMEETINGSCOM | PYM 2015

            Continued on next page

            MANAGE YOUR MEETINGo Get organized with the basics a word

            processor a spreadsheet and a databaseo If you need guidance download

            free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

            o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

            o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

            o I nvite local press or industry bloggers to attend and cover your event

            GET CONNECTEDo Make sure you know how attendees

            can get connected to the Internet on-site and at what cost

            o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

            o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

            o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

            o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

            o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

            Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

            MAKE IT SNAPPYo Encourage presenters to include YouTube

            videos and music in PowerPointKeynotePrezi presentations

            o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

            o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

            SET THE STAGEo Choose a room with adjustable

            lighting Keep the room light enough to take notes

            o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

            o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

            o Copy boards let presenters record notes and print them out for attendees

            o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

            o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

            o Multiple panels can double as video-enhanced scenery projecting one or many background images

            o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

            o You donrsquot need a screen to project images

            8 EXTRA TIPS

            1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

            2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

            3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

            4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

            5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

            6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

            7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

            8 4GLTE cell conections are faster than most Wi-Fi connctions

            TECHNOLOGY KNOW-HOW

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            PYM 2015 | PLANYOURMEETINGSCOM14

            The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

            o Consider creating projected 3-D images to interact with speakers or audience

            o Self-contained roll-up venues are available for outdoor events

            o Check the presentation sightlines from everywhere in the room

            o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

            o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

            BE PREPAREDo Walkie-talkies are your best friends

            All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

            o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

            o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

            o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

            o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

            Continued

            BY AIRo Whorsquos in charge of booking flights

            An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

            o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

            o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

            o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

            o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

            o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

            o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

            o Note fees for checked luggage

            GROUND TRANSPORTATIONo Check with hotels and facilities many

            have free dedicated airport shuttles or can provide airport pickups for a minimal fee

            o Arrange limousine (Hummer town car) transfers for VIPs

            o Do you need to ask for concessions on staging areas and curb space at the airport or venue

            o Are police needed for extra security If so who will pay for themo Get advice from the local convention

            and visitors bureau (CVB) about how to

            GETTING THERE AND BACK

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            15PLANYOURMEETINGSCOM | PYM 2015

            handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

            o Contact local transportation companies the CVB recommends

            o Does the city have a public transportation system that would be useful Are group fares or charters available

            o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

            o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

            o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

            o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

            equipped vehicles if neededo If venues are within walking distance

            give attendees maps

            BE PREPAREDo Make sure the vendor carries adequate

            insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

            is responsible for whato Have passenger lists to check so no one gets

            left behindo Keep shuttle vans stocked with water and

            light snacks especially if attendees will be getting on and off more than once a day

            o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

            o If attendees will have bags with them make sure shuttles have ample storage space

            o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

            PREPARE THEMo Keep attendees informed about what they

            should expect before they arrive o Whatrsquos the weather like What activities

            are planned Will they need sensible shoes What should they pack

            o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

            o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

            o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

            o Donrsquot ever assume attendees know where theyrsquore supposed to be

            o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

            Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

            Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

            Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

            For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

            7 SAFETY TIPS1 Gather a list of emergency

            contact numbers from the local CVB and notify authorities when your group will be in town

            2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

            3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

            5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

            6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

            7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

            • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
            • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
            • Pathable 85x11 adpdf
            • X-Bytes adpdf
            • Topi adpdf
            • PYM Practical Guide to Meeting Planning 2014 r1pdf

              mobile apps and web sites for events

              Event Apps that Inspire More

              Networking and CommunityPersonalized AgendaPrivate Meeting SchedulingSurveys and PollsInteractive Tradeshow Floor MapsLead Retrieval and Badge Scanning

              Give your attendees community

              PLANYOURMEETINGSCOM

              notesI N - S TAT E PA R T N E R S

              CORAL HOSPITALITYContact Tina Godwin Phone (770) 674-2391 Location Alpharetta GA Email tgodwin coralhospitalitycom Web coralhospitalitycom Twitter coral_hosp

              DALTON AREA CONVENTION AND VISITORS BUREAUContact Tonya Graham Phone (404) 456-6926 Location Dalton GA Email tonya daltontradecentercom Web daltontradecentercom Twitter VisitDalton

              DOUGLASVILLE CONFERENCE CENTERContact Jennifer Bean Phone (678) 449-3116 Location Douglasville GA Email beanjdouglasvillegagov Web visitdouglasvillecom Twitter VisitDouglasville

              HOTEL INDIGO ATHENSContact Meg Kozinsky Phone (706) 546-0430 Location Athens GA Email megkozinsky indigoathenscom Web indigoathenscom Twitter indigoathens

              JAMES H RAINWATER CONFERENCE CENTERContact Sandra Roose Phone (229) 219-4405 Location Valdosta GA Email sroose valdostatourismcom Web rainwaterconference- centercom Twitter ValdostaMeeting

              KING AND PRINCEContact Bud St Pierre Phone (912) 268-5003 Location St Simons Island GA Email bstpierremmihgcom Web kingandprincecom Twitter kingandprince

              PEACHTREE CITY CONVENTION amp VISITORS BUREAUContact Jennifer Nirenberg Phone (678) 364-6946 Location Peachtree City GA Email jnirenberg visitpeachtreecitycom Web visitpeachtreecitycom Twitter ptccvb

              VISIT MACONContact Kristen Simonton Phone (478) 743-1074 ext 104 Location Macon GA Email ksimonton visitmaconorg Web VisitMaconorg Twitter MaconGaRocks

              ZOO ATLANTAContact Faythe VanPelt Phone (404) 624-5608 Location Atlanta GA Email fvanpeltzooatlantaorg Web zooatlantaorg 1212plan_an_event Twitter ZooATL

              O U T- O F - S TAT E PA R T N E R S amp M E E T I N G S E RV I C E P R OV I D E R S

              AMUSEMENT MASTERSContact Kelly Smink Phone (770) 451-9111 Location Tucker GA Email ksmink amusementmasterscom Web amusementmasterscom Twitter AmusementMasters

              AVGIRL PRODUCTIONSContact Midori Connolly Phone (619) 517-5916 Location San Diego CA Email midori avgirlproductionscom Web avgirlproductionscom Twitter AVGirlMidori

              BEAVER RUN RESORTContact Kelly Virgin Phone (303) 284-9666 Location Breckenridge CO Email kvirginbeaverruncom Web beaverruncom Twitter BeaverRun

              CAESARS ENTERTAINMENTContact Shaun Tracy Phone (702) 777-7961 Location Las Vegas NV Email stracy2caesarscom Web caesarsmeansbusinesscom Twitter caesarsmeetings

              COPPER MOUNTAIN RESORTContact Carol Schmidt Phone (970) 968-2318 ext 38809 Location Copper Mountain CO Email cschmidt coppercoloradocom Web coppermeetingscom Twitter CopperMtn

              CROWNE PLAZA GREENVILLE SEA PALMS RESORTContact Drew Fransen Phone (770) 231-5540 Location Greenville SC St Simons Island GA Email dfransen valorhospitalitycom Web valorhospitalitycom Twitter CrownePlaza SeaPalmsResort

              EAGLEWOOD RESORT amp SPAContact Kelly Kumzi Phone (630) 694-5913 Location Itasca IL Email kkumzi eaglewoodresortcom Web eaglewoodresortcom Twitter EaglewoodResort

              HOTEL ARISTAContact Barb Hocker Phone (630) 579-7803 Location Naperville IL Email bhockerhotelaristacom Web hotelaristacom Twitter HotelArista

              SENSATIONAL BASKETSContact Helen Taffet Phone (770) 587-5593 Location Alpharetta GA Email helen sensationalbasketscom Web sensationalbasketscom Twitter sensationalbkts

              STEAMBOAT GRANDContact Meg Palumbo Phone (970) 871-5537 Location Steamboat Springs CO Email mpalumbosteamboatcom Web steamboatgrandcom Twitter steamboatgrand

              VISIT FRANKLIN TNContact Kathryn York Phone (615) 794-8510 Location Franklin TN Email Kathrynvisitfranklincom Web VisitFranklincom Twitter VisitFranklin

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              Each of the four X bytestrade videos is under 65 minutes and can fit into your program as

              bullA mid-morning and mid-afternoon energy booster when energy levels are low

              bullAn on-demand and on-the-spot time filler when things donrsquot go as planned

              bullA new and innovative break that creates a memorable experience for attendees

              bullA break room program where videos are looped and people follow along at their leisure

              Each X bytestrade break consists of an engaging animation of less than a minute a 21 second introduction and a 5-minute fitness break The video can be shown in its entirety or shortened to fit your event schedule

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              bullBrief ndash can be easily inserted into anymeeting or conference program

              bullConvenient social icebreaker ndash can bedone at attendeesrsquo seats or in a break room

              bullOn-demand delivery ndash videos provide spontaneous and unlimited use

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              bullGentle for every body ndash there are no crazydance moves or awkward yoga poses

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              Copyright copy 2013 All Rights Reserved X bytesTM Exercise BytesTM and the X-Man symbol are trademarks of Exercise Bytes Inc

              Animation Introduction Fitness BreakLess than 1 minute 21 seconds 5 minutes

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              Is your event jam-packed with sessions

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              on-demand fitness breaks

              Our PYM annual features bonus materials that can be unlocked with your mobile device

              Download the FREE PYM+ app from Apple and Google Play stores Then scan the magazine to the left with the PYM+ app and see what we mean

              Get monthly advice news and inspiration delivered to your inbox plus

              bull Our award-winning PYM Annualbull Event invitationsbull Special meeting deals

              Claim your free subscription to PYM and join our community of 100000 meeting professionals worldwide

              CATCH UP ON THESE FREE ON-DEMAND

              WEBINARS

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              SOCIAL MEDIA SAFARI ITrsquoS A JUNGLE OUT THERE

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              Visit planyourmeetingscomcontests monthly to find our latest

              surveysreferral promotions and you could win big

              Our next event will be on March 26 2015 in San Francisco at the Hotel Palomar

              For information about PYM LIVE Events in other cities visit PlanYourMeetingscomevents

              FEELING LUCKYARE YOU A CHANGE AGENTDid you know that you inspire us We love hearing your stories seeing your pictures and getting to know more about you and your events Please connect with us on Facebook Twitter LinkedIn Google Plus Instagram Pinterest YouTube and Flickr and share your work images and ideas with us Donrsquot forget to tag your images tweets and posts with yaypym

              Plan well and prosper friends

              ZOO ATLANTA LUNCHEON

              March 5th from 1130-130Contact Faythe VanPelt

              (404) 624-5608fvanpeltzooatlantaorg

              PEACHTREE CITY CVB FAM

              June 19thContact Nancy Price

              (678) 216-0282npricevisitpeachtreecitycom

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              The only solution that connectseveryone at your event

              contacttopicom for a free demo

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              Geo-fencing

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              and many morehellip

              Topi makes it quick for conference participants to find and connect with each other mdash

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              Regardless of whether yoursquore an experienced or entry-level meeting planner you need to be aware of the best practices that have evolved in the industry over the years This guide will help you create and keep track of the goals for your meeting room layouts budgets FampB needs timetables and myriad other details What follows is a compilation of some of the best lists tips and guidelines culled from past Plan Your Meetings issues and LIVE Events updated by our editors advisory board and contributors For more industry news tips trends and advice visit PlanYourMeetingscom

              THE PRACTICAL GUIDE TO

              MEETING PLANNING

              Bytestrade

              on-demand fitness breaks

              PYM 2015 | PLANYOURMEETINGSCOM2

              Clarify the purpose Get the history Establish the goals and objectives Create a complete meeting profile mdash spend time upfront gathering the basic information to build a good foundation

              1 What is it A new product launch an annual board meeting an incentive trip a sales meeting or a social event What are the goals

              2 Who wants this meeting Who is the decision maker Who are the stakeholders3 Who will be attending Why are they coming What are their expectations

              Where are they coming from What is the age range and are the majority male or female Are they bringing family or guests Are there any special needs

              4 What have they done before What worked and what didnrsquot What was the cost of past meetings Where have they had meetings in the past Do they want to do something entirely different

              5 Donrsquot forget to ask the people who didnrsquot attend last yearrsquos event why they stayed home Knowing that can help you create an irresistible event that they must attend this year

              A blueprint will shape your event and can serve as a selling tool Whether you make a formal proposal to a client or simply need to report back to your corporate committee or manager you should prepare a structured proposal

              CREATE A BLUEPRINT

              o Objectives and preferenceso Geographical informationo Meeting structure

              o Demographicso Budget parameters o Summary

              THE PROPOSAL SHOULD CONTAIN THE FOLLOWINGo Destination review o Transportation plans o Site informationo Room breakdownso Food and beverage information o Entertainment and other activities o Day-to-day itinerary with grid overview o Cost summary sheet o Planning timetableo Detailed program inclusions (spells out

              what is included in cost summary sheet eg site inspection promotion airfare hotel accommodations deacutecor special effects room gifts communication costs etc)

              o Program options and enhancements (ie CSRsustainability initiatives)

              o Other things to add historical information (if applicable) destination brochures location photos hotelmeeting room layouts brochures from restaurants caterers and entertainers promotional items sample invitations and depending on your relationship with the client your company profile and references If you are going to be responsible for securing sponsors and marketing the event include that information as well

              (Note If you need supporting materials on a city and its attractions contact the CVB)

              A COVER LETTER MIGHT INCLUDE

              DEFINE YOUR MEETING

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              3PLANYOURMEETINGSCOM | PYM 2015

              VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

              ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

              FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

              PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

              AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

              PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

              SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

              TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

              ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

              The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

              DEVELOP THE BUDGET

              LIST ALL FIXED AND VARIABLE COSTS

              o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

              o Product saleso Program advertisingo Sponsorso Other

              LIST ALL REVENUES

              8 EXTRA TIPS1 Keep track of how

              you arrived at each budgeted item

              2 Allow contingencies for the unexpected (about 10 percent

              to 15 percent) 3 Have a credit card with the

              right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

              4 Have cash on hand for tips and other emergencies

              5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

              6 Keeping track of how much money yoursquove saved helps prove your worth to the company

              7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

              8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              PYM 2015 | PLANYOURMEETINGSCOM4

              AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

              offering special guest services Business center printing free Wi-Fi etc

              o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

              o What attractions are on-site or nearby

              FOOD amp BEVERAGEo What are the standard group offerings for

              meals and breaks Can menus be created or tailored to your group (Collect menus)

              o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

              o What are the local liquor lawso What on-site dining venues are available

              Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

              BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

              o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

              o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

              After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

              o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

              o Company information (name address website phone and fax)

              o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

              number of rooms neededo Preferred location of event (city state and

              area of town)o Venue requirements (hotel resort special

              facility restaurant etc)o Type of event (meeting wedding social

              reception product launch etc)

              o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

              o Offon-site requirements (caterer entertainment and setup)

              o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

              o ADA requirements (shuttles ramps parking etc)

              o Time requirements (deadlines for proposals deposits vendors etc)

              o Estimated budget (includes money allocated for event FampB venue travel AV etc)

              o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

              INCLUDE THE FOLLOWING

              PREPARE THE RFP(REQUEST FOR PROPOSAL)

              DO SITE INSPECTIONS

              SAVE TIME MONEY1 Visit Ezcompymzen and

              read about our innovative solution to the pain of sourcing venues

              2 Follow the links to our intuitive RFP builder

              3 Search comprehensive list of venues Select favorites Compare side by side

              4 Click to submit RFPs 5 Receive bids within a few

              hours Select winner6 As you go to contracting

              phase other bidders are notified and thanked

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              5PLANYOURMEETINGSCOM | PYM 2015

              GUEST ROOMSo What is the total number and type of

              rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

              o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

              o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

              o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

              o How many complimentary rooms are issued for units occupied before during and after the meeting dates

              o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

              o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

              o Ask if the rates apply to children staying in the same room

              o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

              o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

              o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

              shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

              THE LOBBYo Are the front-of-house staff (doormen

              concierge reception etc) efficient and friendly

              o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

              o Is the lobby inviting Check the cleanliness of public restrooms

              o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

              o How far is the lobby from the self-park lot

              MEETING ROOMSo Walk the space How long does it take

              to get to and from roomso What technology is available Are there

              fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

              and easy to use Is the room comfortably well lit Can it be darkened

              o Are temperature controls in the room and easy to use Is the air-conditioning quiet

              o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

              o Is adequate space available in or near the meeting rooms for breaks

              o Does the hotel have in-house or preferred suppliers for AV florals etc

              o Does the facility have any theme decorations or props you can use Are they free of charge

              13 EXTRA TIPS 1 Prepare in advance

              Visit websites 2 Take pictures or video with

              camera or phone 3 Bring someone along

              another pair of eyes helps 4 Create a timeline

              from when you first experienced the property until the day you leave

              5 Eat a meal at the property and sample on-site catering menus

              6 Get to know the key employees the general manager concierge director of security chef etc

              7 Discuss concessions but be ethical honest and realistic about your budget and expectations

              8 Make an unannounced visit to the property

              9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

              10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

              11 Are any renovations planned Will the work interfere with your meeting

              12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

              13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              PYM 2015 | PLANYOURMEETINGSCOM6

              1 REPORT BACKo Notify all who were involved in the site

              selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

              o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

              2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

              and precise o Ask a meetings industry attorney to review

              it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

              o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

              o Does it contain cancellation clauses attrition fees etc

              o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

              ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

              o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

              o Update your meetings reacutesumeacute and double-check details before signing

              o Make sure your contract is countersigned and dated by all necessary parties

              3 CHOOSE VENDORSo Ask the facility to recommend

              vendors if they donrsquot have on-site services or contracts

              o Check references and talk with people who have used the service provider

              o Meet with caterers and sample foodo Meet with speakers andor entertainers

              and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

              o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

              payment of charges Is there a discount for paying in advance or within a certain time frame

              o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

              o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

              o Finalize written agreements and follow up with final details

              o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

              4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

              5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

              and email invitations depending on the preference of your group

              INDUSTRY WEBSITESbull Asaecenterorg

              American Society of Association Executives

              bull Conventionindustryorg Convention Industry Council (CIC)

              bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

              bull Gmicglobalorg Green Meeting Industry Council

              bull Iaap-hqorg International Association of Administrative Professionals

              bull Isescom International Special Events Society

              bull Meetingscommunitycom MeCo listserve

              bull Mpiweborg Meeting Professionals International

              bull Pcmaorg Professional Convention Management Assn

              bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

              bull FacebookcomPlanyourmeetings An online community of meeting professionals

              bull Sgmporg Society of Government Meeting Planners

              bull Siteglobalcom Society of Incentive amp Travel Executives

              FOLLOW THESE 6 STEPS

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              7PLANYOURMEETINGSCOM | PYM 2015

              o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

              o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

              o If no reusable supplies from previous events are available order signs and printed material including nametags

              o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

              o Arrange delivery of all meetings material with the event manager

              o Develop and distribute meeting agenda (include hotel and transportation information)

              o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

              o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

              o Place gift orders wrap and distributeo Make arrangements for post-meeting

              disposal of items whether they are to be donated recycled or shipped

              6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

              IN ADVANCEo Check with the hotel at intervals to review

              the agreement plans and to make sure things are on schedule

              o Submit group rooming list to hotel and

              confirm arrangements three to four weeks out (including menus room setups and special requests)

              o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

              o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

              o Confirm logistical arrangements with other service providers

              ON-SITEo Hold pre-conference meeting to

              review detailso Confirm arrival of shipped materials

              and distributeo Check hotel ldquoreader boardsrdquo for posted

              times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

              changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

              sign banquet checks dailyo Make sure everyone knows whatrsquos

              acceptable See that either signage in-room screens or registration packets contain information about ground rules

              AFTER THE MEETINGo Gather room pickup and other

              reports from facilityo Prepare statistical reports on the

              meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

              o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

              o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

              6 EXTRA TIPS1 Room rates are the easiest

              item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

              2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

              3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

              4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

              5 Be courteous to everyone and make sure your staff is trained to be as well

              6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              PYM 2015 | PLANYOURMEETINGSCOM8

              o Get estimates and proposals

              o Arrange tastings and take photos

              o Choose catererrestaurant

              o Sign contract

              o Pay deposit

              o Choose format

              o Finalize menus (include special needs)

              o Finalize seating deacutecor etc

              o Take final head count

              o Arrange for tips and taxes

              o Arrange transportation and parking

              NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

              pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

              o Ask for references from groups that have held food functions at the facility within the last two months

              o Find out how far in advance the property will confirm menureception prices

              o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

              o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

              o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

              o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

              o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

              o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

              o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

              o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

              PLAN YOUR FampB

              DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

              RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              9PLANYOURMEETINGSCOM | PYM 2015

              o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

              o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

              o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

              o Make sure properties charge based on actual not estimated consumption

              o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

              FRESH IDEASo Put meal coupons in the attendeesrsquo

              registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

              o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

              o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

              o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

              o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

              o Consider an afternoon tea Offer a selection of green teas with finger

              sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

              Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

              o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

              o Always make sure buffets are double-sided even for smaller groups

              o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

              o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

              o Use props on the tables to tie in to your theme

              o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

              o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

              5 EXTRA TIPS1 Cutlery Rental cutlery

              goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

              2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

              3 Glassware Rent glasses in every shape and size Try different colors

              4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

              5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              PYM 2015 | PLANYOURMEETINGSCOM10

              Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

              o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

              o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

              o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

              o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

              o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

              o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

              Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

              o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

              o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

              o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

              PAY ATTENTION TO ROOM SETUPS

              7 EXTRA STEPS1 Make sure you take the

              overview tour of meeting room locations Are the rooms easy to find How much signage is needed

              2 Attendees should be able to leave the room without disturbing anyone else

              3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

              4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

              5 Provide plenty of ice water drinking glasses notepads pencils mints etc

              6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

              7 People learn and feel better in comfortable attractive surroundings keep that in mind

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              11PLANYOURMEETINGSCOM | PYM 2015

              The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

              1

              2

              3

              4

              5

              678

              9

              1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

              rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

              2 THEATER SEATING Theater seating maximizes space but it

              is far less convenient for note-taking or group interaction

              3 CHEVRON SEATING In this setup chairs are angled toward the

              front of the room in a V-shape Chevron seating has a friendlier feel

              4 CONFERENCE SEATING Used for meetings with 30 participants

              or less all chairs gather around one large table

              5 U-SHAPE SEATING Also used for small meetings standard

              banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

              6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

              to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

              7 T-SHAPE SEATING Another small group setup banquet tables

              are arranged to form a large T giving a sense of having a head table where presenters might be seated

              8 BANQUET SEATING The standard banquet table is 60 or 72

              inches in diameter seats eight or 12 people and is nearly always used at food functions

              9 CRESCENT SEATING Similar to banquet seating but the chairs

              are placed around one-half or three-quarters of the table Chairs all face the front of the room

              SEATING PLANS

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              PYM 2015 | PLANYOURMEETINGSCOM12

              o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

              o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

              o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

              o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

              o Check contingency plans for illness bad weather power outages etc

              o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

              o Arrange for something to fill in when the band takes a break

              o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

              o Check access to freight elevators and be sure to leave time for setup

              and breakdowno Be sure to meet with the on-site

              technician and make sure you can contact her or him in an emergency

              o Check all mics and sound levels well before itrsquos time for the speaker

              o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

              o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

              o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

              o Will speaker provide handout material or need copies made

              Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

              o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

              o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

              o Have water available at the podiumo Let speakers and other guests know

              what meetings or events they are invited to attend Are they invited to the awards dinner

              o Are they willing to offer other services MCing working the floor handling an information booth etc

              o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

              o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

              o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

              HIRING SPEAKERS amp ENTERTAINMENT

              SPEAKERS ONLINEbull Thespeakersgroupcom

              Celebrity speakers and experts Search by price range

              bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

              bull Nsaspeakerorg National Speakers Association

              bull Premierespeakerscom International resource for prominent speakers

              bull Speakerscom Authors impersonators actors celebrities and special interest speakers

              bull Speakingcom Keynote speakers

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              13PLANYOURMEETINGSCOM | PYM 2015

              Continued on next page

              MANAGE YOUR MEETINGo Get organized with the basics a word

              processor a spreadsheet and a databaseo If you need guidance download

              free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

              o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

              o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

              o I nvite local press or industry bloggers to attend and cover your event

              GET CONNECTEDo Make sure you know how attendees

              can get connected to the Internet on-site and at what cost

              o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

              o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

              o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

              o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

              o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

              Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

              MAKE IT SNAPPYo Encourage presenters to include YouTube

              videos and music in PowerPointKeynotePrezi presentations

              o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

              o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

              SET THE STAGEo Choose a room with adjustable

              lighting Keep the room light enough to take notes

              o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

              o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

              o Copy boards let presenters record notes and print them out for attendees

              o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

              o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

              o Multiple panels can double as video-enhanced scenery projecting one or many background images

              o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

              o You donrsquot need a screen to project images

              8 EXTRA TIPS

              1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

              2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

              3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

              4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

              5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

              6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

              7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

              8 4GLTE cell conections are faster than most Wi-Fi connctions

              TECHNOLOGY KNOW-HOW

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              PYM 2015 | PLANYOURMEETINGSCOM14

              The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

              o Consider creating projected 3-D images to interact with speakers or audience

              o Self-contained roll-up venues are available for outdoor events

              o Check the presentation sightlines from everywhere in the room

              o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

              o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

              BE PREPAREDo Walkie-talkies are your best friends

              All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

              o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

              o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

              o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

              o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

              Continued

              BY AIRo Whorsquos in charge of booking flights

              An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

              o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

              o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

              o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

              o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

              o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

              o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

              o Note fees for checked luggage

              GROUND TRANSPORTATIONo Check with hotels and facilities many

              have free dedicated airport shuttles or can provide airport pickups for a minimal fee

              o Arrange limousine (Hummer town car) transfers for VIPs

              o Do you need to ask for concessions on staging areas and curb space at the airport or venue

              o Are police needed for extra security If so who will pay for themo Get advice from the local convention

              and visitors bureau (CVB) about how to

              GETTING THERE AND BACK

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              15PLANYOURMEETINGSCOM | PYM 2015

              handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

              o Contact local transportation companies the CVB recommends

              o Does the city have a public transportation system that would be useful Are group fares or charters available

              o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

              o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

              o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

              o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

              equipped vehicles if neededo If venues are within walking distance

              give attendees maps

              BE PREPAREDo Make sure the vendor carries adequate

              insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

              is responsible for whato Have passenger lists to check so no one gets

              left behindo Keep shuttle vans stocked with water and

              light snacks especially if attendees will be getting on and off more than once a day

              o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

              o If attendees will have bags with them make sure shuttles have ample storage space

              o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

              PREPARE THEMo Keep attendees informed about what they

              should expect before they arrive o Whatrsquos the weather like What activities

              are planned Will they need sensible shoes What should they pack

              o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

              o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

              o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

              o Donrsquot ever assume attendees know where theyrsquore supposed to be

              o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

              Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

              Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

              Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

              For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

              7 SAFETY TIPS1 Gather a list of emergency

              contact numbers from the local CVB and notify authorities when your group will be in town

              2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

              3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

              5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

              6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

              7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

              • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
              • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
              • Pathable 85x11 adpdf
              • X-Bytes adpdf
              • Topi adpdf
              • PYM Practical Guide to Meeting Planning 2014 r1pdf

                PLANYOURMEETINGSCOM

                notesI N - S TAT E PA R T N E R S

                CORAL HOSPITALITYContact Tina Godwin Phone (770) 674-2391 Location Alpharetta GA Email tgodwin coralhospitalitycom Web coralhospitalitycom Twitter coral_hosp

                DALTON AREA CONVENTION AND VISITORS BUREAUContact Tonya Graham Phone (404) 456-6926 Location Dalton GA Email tonya daltontradecentercom Web daltontradecentercom Twitter VisitDalton

                DOUGLASVILLE CONFERENCE CENTERContact Jennifer Bean Phone (678) 449-3116 Location Douglasville GA Email beanjdouglasvillegagov Web visitdouglasvillecom Twitter VisitDouglasville

                HOTEL INDIGO ATHENSContact Meg Kozinsky Phone (706) 546-0430 Location Athens GA Email megkozinsky indigoathenscom Web indigoathenscom Twitter indigoathens

                JAMES H RAINWATER CONFERENCE CENTERContact Sandra Roose Phone (229) 219-4405 Location Valdosta GA Email sroose valdostatourismcom Web rainwaterconference- centercom Twitter ValdostaMeeting

                KING AND PRINCEContact Bud St Pierre Phone (912) 268-5003 Location St Simons Island GA Email bstpierremmihgcom Web kingandprincecom Twitter kingandprince

                PEACHTREE CITY CONVENTION amp VISITORS BUREAUContact Jennifer Nirenberg Phone (678) 364-6946 Location Peachtree City GA Email jnirenberg visitpeachtreecitycom Web visitpeachtreecitycom Twitter ptccvb

                VISIT MACONContact Kristen Simonton Phone (478) 743-1074 ext 104 Location Macon GA Email ksimonton visitmaconorg Web VisitMaconorg Twitter MaconGaRocks

                ZOO ATLANTAContact Faythe VanPelt Phone (404) 624-5608 Location Atlanta GA Email fvanpeltzooatlantaorg Web zooatlantaorg 1212plan_an_event Twitter ZooATL

                O U T- O F - S TAT E PA R T N E R S amp M E E T I N G S E RV I C E P R OV I D E R S

                AMUSEMENT MASTERSContact Kelly Smink Phone (770) 451-9111 Location Tucker GA Email ksmink amusementmasterscom Web amusementmasterscom Twitter AmusementMasters

                AVGIRL PRODUCTIONSContact Midori Connolly Phone (619) 517-5916 Location San Diego CA Email midori avgirlproductionscom Web avgirlproductionscom Twitter AVGirlMidori

                BEAVER RUN RESORTContact Kelly Virgin Phone (303) 284-9666 Location Breckenridge CO Email kvirginbeaverruncom Web beaverruncom Twitter BeaverRun

                CAESARS ENTERTAINMENTContact Shaun Tracy Phone (702) 777-7961 Location Las Vegas NV Email stracy2caesarscom Web caesarsmeansbusinesscom Twitter caesarsmeetings

                COPPER MOUNTAIN RESORTContact Carol Schmidt Phone (970) 968-2318 ext 38809 Location Copper Mountain CO Email cschmidt coppercoloradocom Web coppermeetingscom Twitter CopperMtn

                CROWNE PLAZA GREENVILLE SEA PALMS RESORTContact Drew Fransen Phone (770) 231-5540 Location Greenville SC St Simons Island GA Email dfransen valorhospitalitycom Web valorhospitalitycom Twitter CrownePlaza SeaPalmsResort

                EAGLEWOOD RESORT amp SPAContact Kelly Kumzi Phone (630) 694-5913 Location Itasca IL Email kkumzi eaglewoodresortcom Web eaglewoodresortcom Twitter EaglewoodResort

                HOTEL ARISTAContact Barb Hocker Phone (630) 579-7803 Location Naperville IL Email bhockerhotelaristacom Web hotelaristacom Twitter HotelArista

                SENSATIONAL BASKETSContact Helen Taffet Phone (770) 587-5593 Location Alpharetta GA Email helen sensationalbasketscom Web sensationalbasketscom Twitter sensationalbkts

                STEAMBOAT GRANDContact Meg Palumbo Phone (970) 871-5537 Location Steamboat Springs CO Email mpalumbosteamboatcom Web steamboatgrandcom Twitter steamboatgrand

                VISIT FRANKLIN TNContact Kathryn York Phone (615) 794-8510 Location Franklin TN Email Kathrynvisitfranklincom Web VisitFranklincom Twitter VisitFranklin

                On-Demand Fitness Breaks that Energize and Attract

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                How X bytestrade WorksX bytestrade are short video bytes of exercise that are easy to ldquofitrsquorsquo into your already packed schedule

                Each of the four X bytestrade videos is under 65 minutes and can fit into your program as

                bullA mid-morning and mid-afternoon energy booster when energy levels are low

                bullAn on-demand and on-the-spot time filler when things donrsquot go as planned

                bullA new and innovative break that creates a memorable experience for attendees

                bullA break room program where videos are looped and people follow along at their leisure

                Each X bytestrade break consists of an engaging animation of less than a minute a 21 second introduction and a 5-minute fitness break The video can be shown in its entirety or shortened to fit your event schedule

                X bytestrade Features and Benefits

                bullBrief ndash can be easily inserted into anymeeting or conference program

                bullConvenient social icebreaker ndash can bedone at attendeesrsquo seats or in a break room

                bullOn-demand delivery ndash videos provide spontaneous and unlimited use

                bullSweat-free ndash attendees exercise in their business attire

                bullGentle for every body ndash there are no crazydance moves or awkward yoga poses

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                X bytestrade are EASY to UseVideos can be downloaded from the Internet and played on a PC or Mac or web streamed

                Custom Branding Options

                X bytestrade provides sponsorship appeal Custom video branding brings sponsors memorable prominent and frequent exposure

                Copyright copy 2013 All Rights Reserved X bytesTM Exercise BytesTM and the X-Man symbol are trademarks of Exercise Bytes Inc

                Animation Introduction Fitness BreakLess than 1 minute 21 seconds 5 minutes

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                Is your event jam-packed with sessions

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                Download the FREE PYM+ app from Apple and Google Play stores Then scan the magazine to the left with the PYM+ app and see what we mean

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                The only solution that connectseveryone at your event

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                Topi makes it quick for conference participants to find and connect with each other mdash

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                Regardless of whether yoursquore an experienced or entry-level meeting planner you need to be aware of the best practices that have evolved in the industry over the years This guide will help you create and keep track of the goals for your meeting room layouts budgets FampB needs timetables and myriad other details What follows is a compilation of some of the best lists tips and guidelines culled from past Plan Your Meetings issues and LIVE Events updated by our editors advisory board and contributors For more industry news tips trends and advice visit PlanYourMeetingscom

                THE PRACTICAL GUIDE TO

                MEETING PLANNING

                Bytestrade

                on-demand fitness breaks

                PYM 2015 | PLANYOURMEETINGSCOM2

                Clarify the purpose Get the history Establish the goals and objectives Create a complete meeting profile mdash spend time upfront gathering the basic information to build a good foundation

                1 What is it A new product launch an annual board meeting an incentive trip a sales meeting or a social event What are the goals

                2 Who wants this meeting Who is the decision maker Who are the stakeholders3 Who will be attending Why are they coming What are their expectations

                Where are they coming from What is the age range and are the majority male or female Are they bringing family or guests Are there any special needs

                4 What have they done before What worked and what didnrsquot What was the cost of past meetings Where have they had meetings in the past Do they want to do something entirely different

                5 Donrsquot forget to ask the people who didnrsquot attend last yearrsquos event why they stayed home Knowing that can help you create an irresistible event that they must attend this year

                A blueprint will shape your event and can serve as a selling tool Whether you make a formal proposal to a client or simply need to report back to your corporate committee or manager you should prepare a structured proposal

                CREATE A BLUEPRINT

                o Objectives and preferenceso Geographical informationo Meeting structure

                o Demographicso Budget parameters o Summary

                THE PROPOSAL SHOULD CONTAIN THE FOLLOWINGo Destination review o Transportation plans o Site informationo Room breakdownso Food and beverage information o Entertainment and other activities o Day-to-day itinerary with grid overview o Cost summary sheet o Planning timetableo Detailed program inclusions (spells out

                what is included in cost summary sheet eg site inspection promotion airfare hotel accommodations deacutecor special effects room gifts communication costs etc)

                o Program options and enhancements (ie CSRsustainability initiatives)

                o Other things to add historical information (if applicable) destination brochures location photos hotelmeeting room layouts brochures from restaurants caterers and entertainers promotional items sample invitations and depending on your relationship with the client your company profile and references If you are going to be responsible for securing sponsors and marketing the event include that information as well

                (Note If you need supporting materials on a city and its attractions contact the CVB)

                A COVER LETTER MIGHT INCLUDE

                DEFINE YOUR MEETING

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                3PLANYOURMEETINGSCOM | PYM 2015

                VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

                ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

                FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

                PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

                AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

                PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

                SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

                TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

                ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

                The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

                DEVELOP THE BUDGET

                LIST ALL FIXED AND VARIABLE COSTS

                o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

                o Product saleso Program advertisingo Sponsorso Other

                LIST ALL REVENUES

                8 EXTRA TIPS1 Keep track of how

                you arrived at each budgeted item

                2 Allow contingencies for the unexpected (about 10 percent

                to 15 percent) 3 Have a credit card with the

                right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

                4 Have cash on hand for tips and other emergencies

                5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

                6 Keeping track of how much money yoursquove saved helps prove your worth to the company

                7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

                8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                PYM 2015 | PLANYOURMEETINGSCOM4

                AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

                offering special guest services Business center printing free Wi-Fi etc

                o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

                o What attractions are on-site or nearby

                FOOD amp BEVERAGEo What are the standard group offerings for

                meals and breaks Can menus be created or tailored to your group (Collect menus)

                o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

                o What are the local liquor lawso What on-site dining venues are available

                Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

                BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

                o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

                o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

                After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

                o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

                o Company information (name address website phone and fax)

                o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

                number of rooms neededo Preferred location of event (city state and

                area of town)o Venue requirements (hotel resort special

                facility restaurant etc)o Type of event (meeting wedding social

                reception product launch etc)

                o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

                o Offon-site requirements (caterer entertainment and setup)

                o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

                o ADA requirements (shuttles ramps parking etc)

                o Time requirements (deadlines for proposals deposits vendors etc)

                o Estimated budget (includes money allocated for event FampB venue travel AV etc)

                o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

                INCLUDE THE FOLLOWING

                PREPARE THE RFP(REQUEST FOR PROPOSAL)

                DO SITE INSPECTIONS

                SAVE TIME MONEY1 Visit Ezcompymzen and

                read about our innovative solution to the pain of sourcing venues

                2 Follow the links to our intuitive RFP builder

                3 Search comprehensive list of venues Select favorites Compare side by side

                4 Click to submit RFPs 5 Receive bids within a few

                hours Select winner6 As you go to contracting

                phase other bidders are notified and thanked

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                5PLANYOURMEETINGSCOM | PYM 2015

                GUEST ROOMSo What is the total number and type of

                rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

                o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

                o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

                o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

                o How many complimentary rooms are issued for units occupied before during and after the meeting dates

                o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

                o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

                o Ask if the rates apply to children staying in the same room

                o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

                o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

                o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

                shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

                THE LOBBYo Are the front-of-house staff (doormen

                concierge reception etc) efficient and friendly

                o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

                o Is the lobby inviting Check the cleanliness of public restrooms

                o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

                o How far is the lobby from the self-park lot

                MEETING ROOMSo Walk the space How long does it take

                to get to and from roomso What technology is available Are there

                fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

                and easy to use Is the room comfortably well lit Can it be darkened

                o Are temperature controls in the room and easy to use Is the air-conditioning quiet

                o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

                o Is adequate space available in or near the meeting rooms for breaks

                o Does the hotel have in-house or preferred suppliers for AV florals etc

                o Does the facility have any theme decorations or props you can use Are they free of charge

                13 EXTRA TIPS 1 Prepare in advance

                Visit websites 2 Take pictures or video with

                camera or phone 3 Bring someone along

                another pair of eyes helps 4 Create a timeline

                from when you first experienced the property until the day you leave

                5 Eat a meal at the property and sample on-site catering menus

                6 Get to know the key employees the general manager concierge director of security chef etc

                7 Discuss concessions but be ethical honest and realistic about your budget and expectations

                8 Make an unannounced visit to the property

                9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

                10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

                11 Are any renovations planned Will the work interfere with your meeting

                12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

                13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                PYM 2015 | PLANYOURMEETINGSCOM6

                1 REPORT BACKo Notify all who were involved in the site

                selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

                o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

                2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

                and precise o Ask a meetings industry attorney to review

                it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

                o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

                o Does it contain cancellation clauses attrition fees etc

                o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

                ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

                o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

                o Update your meetings reacutesumeacute and double-check details before signing

                o Make sure your contract is countersigned and dated by all necessary parties

                3 CHOOSE VENDORSo Ask the facility to recommend

                vendors if they donrsquot have on-site services or contracts

                o Check references and talk with people who have used the service provider

                o Meet with caterers and sample foodo Meet with speakers andor entertainers

                and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

                o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

                payment of charges Is there a discount for paying in advance or within a certain time frame

                o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

                o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

                o Finalize written agreements and follow up with final details

                o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

                4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

                5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

                and email invitations depending on the preference of your group

                INDUSTRY WEBSITESbull Asaecenterorg

                American Society of Association Executives

                bull Conventionindustryorg Convention Industry Council (CIC)

                bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

                bull Gmicglobalorg Green Meeting Industry Council

                bull Iaap-hqorg International Association of Administrative Professionals

                bull Isescom International Special Events Society

                bull Meetingscommunitycom MeCo listserve

                bull Mpiweborg Meeting Professionals International

                bull Pcmaorg Professional Convention Management Assn

                bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

                bull FacebookcomPlanyourmeetings An online community of meeting professionals

                bull Sgmporg Society of Government Meeting Planners

                bull Siteglobalcom Society of Incentive amp Travel Executives

                FOLLOW THESE 6 STEPS

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                7PLANYOURMEETINGSCOM | PYM 2015

                o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

                o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

                o If no reusable supplies from previous events are available order signs and printed material including nametags

                o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

                o Arrange delivery of all meetings material with the event manager

                o Develop and distribute meeting agenda (include hotel and transportation information)

                o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

                o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

                o Place gift orders wrap and distributeo Make arrangements for post-meeting

                disposal of items whether they are to be donated recycled or shipped

                6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

                IN ADVANCEo Check with the hotel at intervals to review

                the agreement plans and to make sure things are on schedule

                o Submit group rooming list to hotel and

                confirm arrangements three to four weeks out (including menus room setups and special requests)

                o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

                o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

                o Confirm logistical arrangements with other service providers

                ON-SITEo Hold pre-conference meeting to

                review detailso Confirm arrival of shipped materials

                and distributeo Check hotel ldquoreader boardsrdquo for posted

                times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

                changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

                sign banquet checks dailyo Make sure everyone knows whatrsquos

                acceptable See that either signage in-room screens or registration packets contain information about ground rules

                AFTER THE MEETINGo Gather room pickup and other

                reports from facilityo Prepare statistical reports on the

                meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

                o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

                o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

                6 EXTRA TIPS1 Room rates are the easiest

                item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

                2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

                3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

                4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

                5 Be courteous to everyone and make sure your staff is trained to be as well

                6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                PYM 2015 | PLANYOURMEETINGSCOM8

                o Get estimates and proposals

                o Arrange tastings and take photos

                o Choose catererrestaurant

                o Sign contract

                o Pay deposit

                o Choose format

                o Finalize menus (include special needs)

                o Finalize seating deacutecor etc

                o Take final head count

                o Arrange for tips and taxes

                o Arrange transportation and parking

                NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

                pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

                o Ask for references from groups that have held food functions at the facility within the last two months

                o Find out how far in advance the property will confirm menureception prices

                o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

                o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

                o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

                o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

                o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

                o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

                o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

                o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

                PLAN YOUR FampB

                DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

                RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                9PLANYOURMEETINGSCOM | PYM 2015

                o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

                o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

                o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

                o Make sure properties charge based on actual not estimated consumption

                o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

                FRESH IDEASo Put meal coupons in the attendeesrsquo

                registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

                o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

                o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

                o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

                o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

                o Consider an afternoon tea Offer a selection of green teas with finger

                sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

                Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

                o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

                o Always make sure buffets are double-sided even for smaller groups

                o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

                o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

                o Use props on the tables to tie in to your theme

                o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

                o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

                5 EXTRA TIPS1 Cutlery Rental cutlery

                goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

                2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

                3 Glassware Rent glasses in every shape and size Try different colors

                4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

                5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                PYM 2015 | PLANYOURMEETINGSCOM10

                Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                PAY ATTENTION TO ROOM SETUPS

                7 EXTRA STEPS1 Make sure you take the

                overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                2 Attendees should be able to leave the room without disturbing anyone else

                3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                7 People learn and feel better in comfortable attractive surroundings keep that in mind

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                11PLANYOURMEETINGSCOM | PYM 2015

                The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                1

                2

                3

                4

                5

                678

                9

                1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                2 THEATER SEATING Theater seating maximizes space but it

                is far less convenient for note-taking or group interaction

                3 CHEVRON SEATING In this setup chairs are angled toward the

                front of the room in a V-shape Chevron seating has a friendlier feel

                4 CONFERENCE SEATING Used for meetings with 30 participants

                or less all chairs gather around one large table

                5 U-SHAPE SEATING Also used for small meetings standard

                banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                7 T-SHAPE SEATING Another small group setup banquet tables

                are arranged to form a large T giving a sense of having a head table where presenters might be seated

                8 BANQUET SEATING The standard banquet table is 60 or 72

                inches in diameter seats eight or 12 people and is nearly always used at food functions

                9 CRESCENT SEATING Similar to banquet seating but the chairs

                are placed around one-half or three-quarters of the table Chairs all face the front of the room

                SEATING PLANS

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                PYM 2015 | PLANYOURMEETINGSCOM12

                o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                o Check contingency plans for illness bad weather power outages etc

                o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                o Arrange for something to fill in when the band takes a break

                o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                o Check access to freight elevators and be sure to leave time for setup

                and breakdowno Be sure to meet with the on-site

                technician and make sure you can contact her or him in an emergency

                o Check all mics and sound levels well before itrsquos time for the speaker

                o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                o Will speaker provide handout material or need copies made

                Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                o Have water available at the podiumo Let speakers and other guests know

                what meetings or events they are invited to attend Are they invited to the awards dinner

                o Are they willing to offer other services MCing working the floor handling an information booth etc

                o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                HIRING SPEAKERS amp ENTERTAINMENT

                SPEAKERS ONLINEbull Thespeakersgroupcom

                Celebrity speakers and experts Search by price range

                bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                bull Nsaspeakerorg National Speakers Association

                bull Premierespeakerscom International resource for prominent speakers

                bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                bull Speakingcom Keynote speakers

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                13PLANYOURMEETINGSCOM | PYM 2015

                Continued on next page

                MANAGE YOUR MEETINGo Get organized with the basics a word

                processor a spreadsheet and a databaseo If you need guidance download

                free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                o I nvite local press or industry bloggers to attend and cover your event

                GET CONNECTEDo Make sure you know how attendees

                can get connected to the Internet on-site and at what cost

                o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                MAKE IT SNAPPYo Encourage presenters to include YouTube

                videos and music in PowerPointKeynotePrezi presentations

                o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                SET THE STAGEo Choose a room with adjustable

                lighting Keep the room light enough to take notes

                o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                o Copy boards let presenters record notes and print them out for attendees

                o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                o Multiple panels can double as video-enhanced scenery projecting one or many background images

                o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                o You donrsquot need a screen to project images

                8 EXTRA TIPS

                1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                8 4GLTE cell conections are faster than most Wi-Fi connctions

                TECHNOLOGY KNOW-HOW

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                PYM 2015 | PLANYOURMEETINGSCOM14

                The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                o Consider creating projected 3-D images to interact with speakers or audience

                o Self-contained roll-up venues are available for outdoor events

                o Check the presentation sightlines from everywhere in the room

                o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                BE PREPAREDo Walkie-talkies are your best friends

                All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                Continued

                BY AIRo Whorsquos in charge of booking flights

                An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                o Note fees for checked luggage

                GROUND TRANSPORTATIONo Check with hotels and facilities many

                have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                o Arrange limousine (Hummer town car) transfers for VIPs

                o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                and visitors bureau (CVB) about how to

                GETTING THERE AND BACK

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                15PLANYOURMEETINGSCOM | PYM 2015

                handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                o Contact local transportation companies the CVB recommends

                o Does the city have a public transportation system that would be useful Are group fares or charters available

                o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                equipped vehicles if neededo If venues are within walking distance

                give attendees maps

                BE PREPAREDo Make sure the vendor carries adequate

                insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                is responsible for whato Have passenger lists to check so no one gets

                left behindo Keep shuttle vans stocked with water and

                light snacks especially if attendees will be getting on and off more than once a day

                o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                o If attendees will have bags with them make sure shuttles have ample storage space

                o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                PREPARE THEMo Keep attendees informed about what they

                should expect before they arrive o Whatrsquos the weather like What activities

                are planned Will they need sensible shoes What should they pack

                o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                o Donrsquot ever assume attendees know where theyrsquore supposed to be

                o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                7 SAFETY TIPS1 Gather a list of emergency

                contact numbers from the local CVB and notify authorities when your group will be in town

                2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                • Pathable 85x11 adpdf
                • X-Bytes adpdf
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                • PYM Practical Guide to Meeting Planning 2014 r1pdf

                  On-Demand Fitness Breaks that Energize and Attract

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                  How X bytestrade WorksX bytestrade are short video bytes of exercise that are easy to ldquofitrsquorsquo into your already packed schedule

                  Each of the four X bytestrade videos is under 65 minutes and can fit into your program as

                  bullA mid-morning and mid-afternoon energy booster when energy levels are low

                  bullAn on-demand and on-the-spot time filler when things donrsquot go as planned

                  bullA new and innovative break that creates a memorable experience for attendees

                  bullA break room program where videos are looped and people follow along at their leisure

                  Each X bytestrade break consists of an engaging animation of less than a minute a 21 second introduction and a 5-minute fitness break The video can be shown in its entirety or shortened to fit your event schedule

                  X bytestrade Features and Benefits

                  bullBrief ndash can be easily inserted into anymeeting or conference program

                  bullConvenient social icebreaker ndash can bedone at attendeesrsquo seats or in a break room

                  bullOn-demand delivery ndash videos provide spontaneous and unlimited use

                  bullSweat-free ndash attendees exercise in their business attire

                  bullGentle for every body ndash there are no crazydance moves or awkward yoga poses

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                  X bytestrade are EASY to UseVideos can be downloaded from the Internet and played on a PC or Mac or web streamed

                  Custom Branding Options

                  X bytestrade provides sponsorship appeal Custom video branding brings sponsors memorable prominent and frequent exposure

                  Copyright copy 2013 All Rights Reserved X bytesTM Exercise BytesTM and the X-Man symbol are trademarks of Exercise Bytes Inc

                  Animation Introduction Fitness BreakLess than 1 minute 21 seconds 5 minutes

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                  Short Version (5 min)

                  Let us show you how on-demand fitness breaks during the day can change your conference experience

                  infox-bytescom wwwx-bytescom 1-855-8xbytes Xbytes

                  Is your event jam-packed with sessions

                  Do you ever need to fill program gaps

                  Looking for new amp innovative sponsorship opportunities

                  Want to make your events more memorable

                  on-demand fitness breaks

                  Our PYM annual features bonus materials that can be unlocked with your mobile device

                  Download the FREE PYM+ app from Apple and Google Play stores Then scan the magazine to the left with the PYM+ app and see what we mean

                  Get monthly advice news and inspiration delivered to your inbox plus

                  bull Our award-winning PYM Annualbull Event invitationsbull Special meeting deals

                  Claim your free subscription to PYM and join our community of 100000 meeting professionals worldwide

                  CATCH UP ON THESE FREE ON-DEMAND

                  WEBINARS

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                  Visit planyourmeetingscomcontests monthly to find our latest

                  surveysreferral promotions and you could win big

                  Our next event will be on March 26 2015 in San Francisco at the Hotel Palomar

                  For information about PYM LIVE Events in other cities visit PlanYourMeetingscomevents

                  FEELING LUCKYARE YOU A CHANGE AGENTDid you know that you inspire us We love hearing your stories seeing your pictures and getting to know more about you and your events Please connect with us on Facebook Twitter LinkedIn Google Plus Instagram Pinterest YouTube and Flickr and share your work images and ideas with us Donrsquot forget to tag your images tweets and posts with yaypym

                  Plan well and prosper friends

                  ZOO ATLANTA LUNCHEON

                  March 5th from 1130-130Contact Faythe VanPelt

                  (404) 624-5608fvanpeltzooatlantaorg

                  PEACHTREE CITY CVB FAM

                  June 19thContact Nancy Price

                  (678) 216-0282npricevisitpeachtreecitycom

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                  The only solution that connectseveryone at your event

                  contacttopicom for a free demo

                  topifacebookcomtopiapp

                  Geo-fencing

                  Questions amp feedbackProfile search

                  Interest group chats

                  LinkedIn Connect

                  Social network integration

                  TranslationsBroadcasts

                  In-app sponsorship

                  Dynamic agenda

                  Content sharing

                  and many morehellip

                  Topi makes it quick for conference participants to find and connect with each other mdash

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  Regardless of whether yoursquore an experienced or entry-level meeting planner you need to be aware of the best practices that have evolved in the industry over the years This guide will help you create and keep track of the goals for your meeting room layouts budgets FampB needs timetables and myriad other details What follows is a compilation of some of the best lists tips and guidelines culled from past Plan Your Meetings issues and LIVE Events updated by our editors advisory board and contributors For more industry news tips trends and advice visit PlanYourMeetingscom

                  THE PRACTICAL GUIDE TO

                  MEETING PLANNING

                  Bytestrade

                  on-demand fitness breaks

                  PYM 2015 | PLANYOURMEETINGSCOM2

                  Clarify the purpose Get the history Establish the goals and objectives Create a complete meeting profile mdash spend time upfront gathering the basic information to build a good foundation

                  1 What is it A new product launch an annual board meeting an incentive trip a sales meeting or a social event What are the goals

                  2 Who wants this meeting Who is the decision maker Who are the stakeholders3 Who will be attending Why are they coming What are their expectations

                  Where are they coming from What is the age range and are the majority male or female Are they bringing family or guests Are there any special needs

                  4 What have they done before What worked and what didnrsquot What was the cost of past meetings Where have they had meetings in the past Do they want to do something entirely different

                  5 Donrsquot forget to ask the people who didnrsquot attend last yearrsquos event why they stayed home Knowing that can help you create an irresistible event that they must attend this year

                  A blueprint will shape your event and can serve as a selling tool Whether you make a formal proposal to a client or simply need to report back to your corporate committee or manager you should prepare a structured proposal

                  CREATE A BLUEPRINT

                  o Objectives and preferenceso Geographical informationo Meeting structure

                  o Demographicso Budget parameters o Summary

                  THE PROPOSAL SHOULD CONTAIN THE FOLLOWINGo Destination review o Transportation plans o Site informationo Room breakdownso Food and beverage information o Entertainment and other activities o Day-to-day itinerary with grid overview o Cost summary sheet o Planning timetableo Detailed program inclusions (spells out

                  what is included in cost summary sheet eg site inspection promotion airfare hotel accommodations deacutecor special effects room gifts communication costs etc)

                  o Program options and enhancements (ie CSRsustainability initiatives)

                  o Other things to add historical information (if applicable) destination brochures location photos hotelmeeting room layouts brochures from restaurants caterers and entertainers promotional items sample invitations and depending on your relationship with the client your company profile and references If you are going to be responsible for securing sponsors and marketing the event include that information as well

                  (Note If you need supporting materials on a city and its attractions contact the CVB)

                  A COVER LETTER MIGHT INCLUDE

                  DEFINE YOUR MEETING

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  3PLANYOURMEETINGSCOM | PYM 2015

                  VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

                  ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

                  FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

                  PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

                  AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

                  PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

                  SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

                  TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

                  ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

                  The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

                  DEVELOP THE BUDGET

                  LIST ALL FIXED AND VARIABLE COSTS

                  o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

                  o Product saleso Program advertisingo Sponsorso Other

                  LIST ALL REVENUES

                  8 EXTRA TIPS1 Keep track of how

                  you arrived at each budgeted item

                  2 Allow contingencies for the unexpected (about 10 percent

                  to 15 percent) 3 Have a credit card with the

                  right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

                  4 Have cash on hand for tips and other emergencies

                  5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

                  6 Keeping track of how much money yoursquove saved helps prove your worth to the company

                  7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

                  8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  PYM 2015 | PLANYOURMEETINGSCOM4

                  AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

                  offering special guest services Business center printing free Wi-Fi etc

                  o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

                  o What attractions are on-site or nearby

                  FOOD amp BEVERAGEo What are the standard group offerings for

                  meals and breaks Can menus be created or tailored to your group (Collect menus)

                  o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

                  o What are the local liquor lawso What on-site dining venues are available

                  Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

                  BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

                  o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

                  o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

                  After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

                  o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

                  o Company information (name address website phone and fax)

                  o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

                  number of rooms neededo Preferred location of event (city state and

                  area of town)o Venue requirements (hotel resort special

                  facility restaurant etc)o Type of event (meeting wedding social

                  reception product launch etc)

                  o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

                  o Offon-site requirements (caterer entertainment and setup)

                  o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

                  o ADA requirements (shuttles ramps parking etc)

                  o Time requirements (deadlines for proposals deposits vendors etc)

                  o Estimated budget (includes money allocated for event FampB venue travel AV etc)

                  o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

                  INCLUDE THE FOLLOWING

                  PREPARE THE RFP(REQUEST FOR PROPOSAL)

                  DO SITE INSPECTIONS

                  SAVE TIME MONEY1 Visit Ezcompymzen and

                  read about our innovative solution to the pain of sourcing venues

                  2 Follow the links to our intuitive RFP builder

                  3 Search comprehensive list of venues Select favorites Compare side by side

                  4 Click to submit RFPs 5 Receive bids within a few

                  hours Select winner6 As you go to contracting

                  phase other bidders are notified and thanked

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  5PLANYOURMEETINGSCOM | PYM 2015

                  GUEST ROOMSo What is the total number and type of

                  rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

                  o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

                  o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

                  o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

                  o How many complimentary rooms are issued for units occupied before during and after the meeting dates

                  o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

                  o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

                  o Ask if the rates apply to children staying in the same room

                  o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

                  o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

                  o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

                  shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

                  THE LOBBYo Are the front-of-house staff (doormen

                  concierge reception etc) efficient and friendly

                  o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

                  o Is the lobby inviting Check the cleanliness of public restrooms

                  o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

                  o How far is the lobby from the self-park lot

                  MEETING ROOMSo Walk the space How long does it take

                  to get to and from roomso What technology is available Are there

                  fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

                  and easy to use Is the room comfortably well lit Can it be darkened

                  o Are temperature controls in the room and easy to use Is the air-conditioning quiet

                  o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

                  o Is adequate space available in or near the meeting rooms for breaks

                  o Does the hotel have in-house or preferred suppliers for AV florals etc

                  o Does the facility have any theme decorations or props you can use Are they free of charge

                  13 EXTRA TIPS 1 Prepare in advance

                  Visit websites 2 Take pictures or video with

                  camera or phone 3 Bring someone along

                  another pair of eyes helps 4 Create a timeline

                  from when you first experienced the property until the day you leave

                  5 Eat a meal at the property and sample on-site catering menus

                  6 Get to know the key employees the general manager concierge director of security chef etc

                  7 Discuss concessions but be ethical honest and realistic about your budget and expectations

                  8 Make an unannounced visit to the property

                  9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

                  10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

                  11 Are any renovations planned Will the work interfere with your meeting

                  12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

                  13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  PYM 2015 | PLANYOURMEETINGSCOM6

                  1 REPORT BACKo Notify all who were involved in the site

                  selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

                  o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

                  2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

                  and precise o Ask a meetings industry attorney to review

                  it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

                  o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

                  o Does it contain cancellation clauses attrition fees etc

                  o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

                  ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

                  o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

                  o Update your meetings reacutesumeacute and double-check details before signing

                  o Make sure your contract is countersigned and dated by all necessary parties

                  3 CHOOSE VENDORSo Ask the facility to recommend

                  vendors if they donrsquot have on-site services or contracts

                  o Check references and talk with people who have used the service provider

                  o Meet with caterers and sample foodo Meet with speakers andor entertainers

                  and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

                  o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

                  payment of charges Is there a discount for paying in advance or within a certain time frame

                  o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

                  o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

                  o Finalize written agreements and follow up with final details

                  o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

                  4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

                  5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

                  and email invitations depending on the preference of your group

                  INDUSTRY WEBSITESbull Asaecenterorg

                  American Society of Association Executives

                  bull Conventionindustryorg Convention Industry Council (CIC)

                  bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

                  bull Gmicglobalorg Green Meeting Industry Council

                  bull Iaap-hqorg International Association of Administrative Professionals

                  bull Isescom International Special Events Society

                  bull Meetingscommunitycom MeCo listserve

                  bull Mpiweborg Meeting Professionals International

                  bull Pcmaorg Professional Convention Management Assn

                  bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

                  bull FacebookcomPlanyourmeetings An online community of meeting professionals

                  bull Sgmporg Society of Government Meeting Planners

                  bull Siteglobalcom Society of Incentive amp Travel Executives

                  FOLLOW THESE 6 STEPS

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  7PLANYOURMEETINGSCOM | PYM 2015

                  o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

                  o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

                  o If no reusable supplies from previous events are available order signs and printed material including nametags

                  o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

                  o Arrange delivery of all meetings material with the event manager

                  o Develop and distribute meeting agenda (include hotel and transportation information)

                  o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

                  o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

                  o Place gift orders wrap and distributeo Make arrangements for post-meeting

                  disposal of items whether they are to be donated recycled or shipped

                  6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

                  IN ADVANCEo Check with the hotel at intervals to review

                  the agreement plans and to make sure things are on schedule

                  o Submit group rooming list to hotel and

                  confirm arrangements three to four weeks out (including menus room setups and special requests)

                  o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

                  o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

                  o Confirm logistical arrangements with other service providers

                  ON-SITEo Hold pre-conference meeting to

                  review detailso Confirm arrival of shipped materials

                  and distributeo Check hotel ldquoreader boardsrdquo for posted

                  times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

                  changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

                  sign banquet checks dailyo Make sure everyone knows whatrsquos

                  acceptable See that either signage in-room screens or registration packets contain information about ground rules

                  AFTER THE MEETINGo Gather room pickup and other

                  reports from facilityo Prepare statistical reports on the

                  meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

                  o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

                  o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

                  6 EXTRA TIPS1 Room rates are the easiest

                  item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

                  2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

                  3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

                  4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

                  5 Be courteous to everyone and make sure your staff is trained to be as well

                  6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  PYM 2015 | PLANYOURMEETINGSCOM8

                  o Get estimates and proposals

                  o Arrange tastings and take photos

                  o Choose catererrestaurant

                  o Sign contract

                  o Pay deposit

                  o Choose format

                  o Finalize menus (include special needs)

                  o Finalize seating deacutecor etc

                  o Take final head count

                  o Arrange for tips and taxes

                  o Arrange transportation and parking

                  NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

                  pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

                  o Ask for references from groups that have held food functions at the facility within the last two months

                  o Find out how far in advance the property will confirm menureception prices

                  o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

                  o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

                  o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

                  o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

                  o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

                  o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

                  o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

                  o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

                  PLAN YOUR FampB

                  DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

                  RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  9PLANYOURMEETINGSCOM | PYM 2015

                  o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

                  o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

                  o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

                  o Make sure properties charge based on actual not estimated consumption

                  o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

                  FRESH IDEASo Put meal coupons in the attendeesrsquo

                  registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

                  o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

                  o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

                  o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

                  o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

                  o Consider an afternoon tea Offer a selection of green teas with finger

                  sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

                  Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

                  o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

                  o Always make sure buffets are double-sided even for smaller groups

                  o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

                  o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

                  o Use props on the tables to tie in to your theme

                  o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

                  o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

                  5 EXTRA TIPS1 Cutlery Rental cutlery

                  goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

                  2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

                  3 Glassware Rent glasses in every shape and size Try different colors

                  4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

                  5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  PYM 2015 | PLANYOURMEETINGSCOM10

                  Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                  o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                  o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                  o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                  o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                  o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                  o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                  Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                  o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                  o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                  o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                  PAY ATTENTION TO ROOM SETUPS

                  7 EXTRA STEPS1 Make sure you take the

                  overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                  2 Attendees should be able to leave the room without disturbing anyone else

                  3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                  4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                  5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                  6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                  7 People learn and feel better in comfortable attractive surroundings keep that in mind

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  11PLANYOURMEETINGSCOM | PYM 2015

                  The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                  1

                  2

                  3

                  4

                  5

                  678

                  9

                  1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                  rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                  2 THEATER SEATING Theater seating maximizes space but it

                  is far less convenient for note-taking or group interaction

                  3 CHEVRON SEATING In this setup chairs are angled toward the

                  front of the room in a V-shape Chevron seating has a friendlier feel

                  4 CONFERENCE SEATING Used for meetings with 30 participants

                  or less all chairs gather around one large table

                  5 U-SHAPE SEATING Also used for small meetings standard

                  banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                  6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                  to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                  7 T-SHAPE SEATING Another small group setup banquet tables

                  are arranged to form a large T giving a sense of having a head table where presenters might be seated

                  8 BANQUET SEATING The standard banquet table is 60 or 72

                  inches in diameter seats eight or 12 people and is nearly always used at food functions

                  9 CRESCENT SEATING Similar to banquet seating but the chairs

                  are placed around one-half or three-quarters of the table Chairs all face the front of the room

                  SEATING PLANS

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  PYM 2015 | PLANYOURMEETINGSCOM12

                  o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                  o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                  o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                  o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                  o Check contingency plans for illness bad weather power outages etc

                  o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                  o Arrange for something to fill in when the band takes a break

                  o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                  o Check access to freight elevators and be sure to leave time for setup

                  and breakdowno Be sure to meet with the on-site

                  technician and make sure you can contact her or him in an emergency

                  o Check all mics and sound levels well before itrsquos time for the speaker

                  o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                  o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                  o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                  o Will speaker provide handout material or need copies made

                  Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                  o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                  o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                  o Have water available at the podiumo Let speakers and other guests know

                  what meetings or events they are invited to attend Are they invited to the awards dinner

                  o Are they willing to offer other services MCing working the floor handling an information booth etc

                  o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                  o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                  o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                  HIRING SPEAKERS amp ENTERTAINMENT

                  SPEAKERS ONLINEbull Thespeakersgroupcom

                  Celebrity speakers and experts Search by price range

                  bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                  bull Nsaspeakerorg National Speakers Association

                  bull Premierespeakerscom International resource for prominent speakers

                  bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                  bull Speakingcom Keynote speakers

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  13PLANYOURMEETINGSCOM | PYM 2015

                  Continued on next page

                  MANAGE YOUR MEETINGo Get organized with the basics a word

                  processor a spreadsheet and a databaseo If you need guidance download

                  free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                  o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                  o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                  o I nvite local press or industry bloggers to attend and cover your event

                  GET CONNECTEDo Make sure you know how attendees

                  can get connected to the Internet on-site and at what cost

                  o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                  o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                  o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                  o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                  o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                  Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                  MAKE IT SNAPPYo Encourage presenters to include YouTube

                  videos and music in PowerPointKeynotePrezi presentations

                  o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                  o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                  SET THE STAGEo Choose a room with adjustable

                  lighting Keep the room light enough to take notes

                  o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                  o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                  o Copy boards let presenters record notes and print them out for attendees

                  o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                  o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                  o Multiple panels can double as video-enhanced scenery projecting one or many background images

                  o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                  o You donrsquot need a screen to project images

                  8 EXTRA TIPS

                  1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                  2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                  3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                  4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                  5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                  6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                  7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                  8 4GLTE cell conections are faster than most Wi-Fi connctions

                  TECHNOLOGY KNOW-HOW

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  PYM 2015 | PLANYOURMEETINGSCOM14

                  The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                  o Consider creating projected 3-D images to interact with speakers or audience

                  o Self-contained roll-up venues are available for outdoor events

                  o Check the presentation sightlines from everywhere in the room

                  o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                  o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                  BE PREPAREDo Walkie-talkies are your best friends

                  All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                  o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                  o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                  o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                  o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                  Continued

                  BY AIRo Whorsquos in charge of booking flights

                  An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                  o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                  o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                  o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                  o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                  o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                  o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                  o Note fees for checked luggage

                  GROUND TRANSPORTATIONo Check with hotels and facilities many

                  have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                  o Arrange limousine (Hummer town car) transfers for VIPs

                  o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                  o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                  and visitors bureau (CVB) about how to

                  GETTING THERE AND BACK

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  15PLANYOURMEETINGSCOM | PYM 2015

                  handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                  o Contact local transportation companies the CVB recommends

                  o Does the city have a public transportation system that would be useful Are group fares or charters available

                  o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                  o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                  o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                  o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                  equipped vehicles if neededo If venues are within walking distance

                  give attendees maps

                  BE PREPAREDo Make sure the vendor carries adequate

                  insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                  is responsible for whato Have passenger lists to check so no one gets

                  left behindo Keep shuttle vans stocked with water and

                  light snacks especially if attendees will be getting on and off more than once a day

                  o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                  o If attendees will have bags with them make sure shuttles have ample storage space

                  o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                  PREPARE THEMo Keep attendees informed about what they

                  should expect before they arrive o Whatrsquos the weather like What activities

                  are planned Will they need sensible shoes What should they pack

                  o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                  o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                  o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                  o Donrsquot ever assume attendees know where theyrsquore supposed to be

                  o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                  Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                  Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                  Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                  For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                  7 SAFETY TIPS1 Gather a list of emergency

                  contact numbers from the local CVB and notify authorities when your group will be in town

                  2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                  3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                  5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                  6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                  7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                  • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                  • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
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                  • PYM Practical Guide to Meeting Planning 2014 r1pdf

                    Our PYM annual features bonus materials that can be unlocked with your mobile device

                    Download the FREE PYM+ app from Apple and Google Play stores Then scan the magazine to the left with the PYM+ app and see what we mean

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                    FEELING LUCKYARE YOU A CHANGE AGENTDid you know that you inspire us We love hearing your stories seeing your pictures and getting to know more about you and your events Please connect with us on Facebook Twitter LinkedIn Google Plus Instagram Pinterest YouTube and Flickr and share your work images and ideas with us Donrsquot forget to tag your images tweets and posts with yaypym

                    Plan well and prosper friends

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                    March 5th from 1130-130Contact Faythe VanPelt

                    (404) 624-5608fvanpeltzooatlantaorg

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                    June 19thContact Nancy Price

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                    The only solution that connectseveryone at your event

                    contacttopicom for a free demo

                    topifacebookcomtopiapp

                    Geo-fencing

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                    Interest group chats

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                    TranslationsBroadcasts

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                    and many morehellip

                    Topi makes it quick for conference participants to find and connect with each other mdash

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    Regardless of whether yoursquore an experienced or entry-level meeting planner you need to be aware of the best practices that have evolved in the industry over the years This guide will help you create and keep track of the goals for your meeting room layouts budgets FampB needs timetables and myriad other details What follows is a compilation of some of the best lists tips and guidelines culled from past Plan Your Meetings issues and LIVE Events updated by our editors advisory board and contributors For more industry news tips trends and advice visit PlanYourMeetingscom

                    THE PRACTICAL GUIDE TO

                    MEETING PLANNING

                    Bytestrade

                    on-demand fitness breaks

                    PYM 2015 | PLANYOURMEETINGSCOM2

                    Clarify the purpose Get the history Establish the goals and objectives Create a complete meeting profile mdash spend time upfront gathering the basic information to build a good foundation

                    1 What is it A new product launch an annual board meeting an incentive trip a sales meeting or a social event What are the goals

                    2 Who wants this meeting Who is the decision maker Who are the stakeholders3 Who will be attending Why are they coming What are their expectations

                    Where are they coming from What is the age range and are the majority male or female Are they bringing family or guests Are there any special needs

                    4 What have they done before What worked and what didnrsquot What was the cost of past meetings Where have they had meetings in the past Do they want to do something entirely different

                    5 Donrsquot forget to ask the people who didnrsquot attend last yearrsquos event why they stayed home Knowing that can help you create an irresistible event that they must attend this year

                    A blueprint will shape your event and can serve as a selling tool Whether you make a formal proposal to a client or simply need to report back to your corporate committee or manager you should prepare a structured proposal

                    CREATE A BLUEPRINT

                    o Objectives and preferenceso Geographical informationo Meeting structure

                    o Demographicso Budget parameters o Summary

                    THE PROPOSAL SHOULD CONTAIN THE FOLLOWINGo Destination review o Transportation plans o Site informationo Room breakdownso Food and beverage information o Entertainment and other activities o Day-to-day itinerary with grid overview o Cost summary sheet o Planning timetableo Detailed program inclusions (spells out

                    what is included in cost summary sheet eg site inspection promotion airfare hotel accommodations deacutecor special effects room gifts communication costs etc)

                    o Program options and enhancements (ie CSRsustainability initiatives)

                    o Other things to add historical information (if applicable) destination brochures location photos hotelmeeting room layouts brochures from restaurants caterers and entertainers promotional items sample invitations and depending on your relationship with the client your company profile and references If you are going to be responsible for securing sponsors and marketing the event include that information as well

                    (Note If you need supporting materials on a city and its attractions contact the CVB)

                    A COVER LETTER MIGHT INCLUDE

                    DEFINE YOUR MEETING

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    3PLANYOURMEETINGSCOM | PYM 2015

                    VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

                    ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

                    FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

                    PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

                    AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

                    PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

                    SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

                    TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

                    ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

                    The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

                    DEVELOP THE BUDGET

                    LIST ALL FIXED AND VARIABLE COSTS

                    o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

                    o Product saleso Program advertisingo Sponsorso Other

                    LIST ALL REVENUES

                    8 EXTRA TIPS1 Keep track of how

                    you arrived at each budgeted item

                    2 Allow contingencies for the unexpected (about 10 percent

                    to 15 percent) 3 Have a credit card with the

                    right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

                    4 Have cash on hand for tips and other emergencies

                    5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

                    6 Keeping track of how much money yoursquove saved helps prove your worth to the company

                    7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

                    8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    PYM 2015 | PLANYOURMEETINGSCOM4

                    AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

                    offering special guest services Business center printing free Wi-Fi etc

                    o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

                    o What attractions are on-site or nearby

                    FOOD amp BEVERAGEo What are the standard group offerings for

                    meals and breaks Can menus be created or tailored to your group (Collect menus)

                    o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

                    o What are the local liquor lawso What on-site dining venues are available

                    Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

                    BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

                    o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

                    o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

                    After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

                    o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

                    o Company information (name address website phone and fax)

                    o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

                    number of rooms neededo Preferred location of event (city state and

                    area of town)o Venue requirements (hotel resort special

                    facility restaurant etc)o Type of event (meeting wedding social

                    reception product launch etc)

                    o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

                    o Offon-site requirements (caterer entertainment and setup)

                    o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

                    o ADA requirements (shuttles ramps parking etc)

                    o Time requirements (deadlines for proposals deposits vendors etc)

                    o Estimated budget (includes money allocated for event FampB venue travel AV etc)

                    o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

                    INCLUDE THE FOLLOWING

                    PREPARE THE RFP(REQUEST FOR PROPOSAL)

                    DO SITE INSPECTIONS

                    SAVE TIME MONEY1 Visit Ezcompymzen and

                    read about our innovative solution to the pain of sourcing venues

                    2 Follow the links to our intuitive RFP builder

                    3 Search comprehensive list of venues Select favorites Compare side by side

                    4 Click to submit RFPs 5 Receive bids within a few

                    hours Select winner6 As you go to contracting

                    phase other bidders are notified and thanked

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    5PLANYOURMEETINGSCOM | PYM 2015

                    GUEST ROOMSo What is the total number and type of

                    rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

                    o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

                    o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

                    o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

                    o How many complimentary rooms are issued for units occupied before during and after the meeting dates

                    o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

                    o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

                    o Ask if the rates apply to children staying in the same room

                    o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

                    o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

                    o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

                    shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

                    THE LOBBYo Are the front-of-house staff (doormen

                    concierge reception etc) efficient and friendly

                    o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

                    o Is the lobby inviting Check the cleanliness of public restrooms

                    o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

                    o How far is the lobby from the self-park lot

                    MEETING ROOMSo Walk the space How long does it take

                    to get to and from roomso What technology is available Are there

                    fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

                    and easy to use Is the room comfortably well lit Can it be darkened

                    o Are temperature controls in the room and easy to use Is the air-conditioning quiet

                    o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

                    o Is adequate space available in or near the meeting rooms for breaks

                    o Does the hotel have in-house or preferred suppliers for AV florals etc

                    o Does the facility have any theme decorations or props you can use Are they free of charge

                    13 EXTRA TIPS 1 Prepare in advance

                    Visit websites 2 Take pictures or video with

                    camera or phone 3 Bring someone along

                    another pair of eyes helps 4 Create a timeline

                    from when you first experienced the property until the day you leave

                    5 Eat a meal at the property and sample on-site catering menus

                    6 Get to know the key employees the general manager concierge director of security chef etc

                    7 Discuss concessions but be ethical honest and realistic about your budget and expectations

                    8 Make an unannounced visit to the property

                    9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

                    10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

                    11 Are any renovations planned Will the work interfere with your meeting

                    12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

                    13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    PYM 2015 | PLANYOURMEETINGSCOM6

                    1 REPORT BACKo Notify all who were involved in the site

                    selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

                    o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

                    2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

                    and precise o Ask a meetings industry attorney to review

                    it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

                    o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

                    o Does it contain cancellation clauses attrition fees etc

                    o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

                    ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

                    o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

                    o Update your meetings reacutesumeacute and double-check details before signing

                    o Make sure your contract is countersigned and dated by all necessary parties

                    3 CHOOSE VENDORSo Ask the facility to recommend

                    vendors if they donrsquot have on-site services or contracts

                    o Check references and talk with people who have used the service provider

                    o Meet with caterers and sample foodo Meet with speakers andor entertainers

                    and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

                    o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

                    payment of charges Is there a discount for paying in advance or within a certain time frame

                    o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

                    o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

                    o Finalize written agreements and follow up with final details

                    o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

                    4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

                    5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

                    and email invitations depending on the preference of your group

                    INDUSTRY WEBSITESbull Asaecenterorg

                    American Society of Association Executives

                    bull Conventionindustryorg Convention Industry Council (CIC)

                    bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

                    bull Gmicglobalorg Green Meeting Industry Council

                    bull Iaap-hqorg International Association of Administrative Professionals

                    bull Isescom International Special Events Society

                    bull Meetingscommunitycom MeCo listserve

                    bull Mpiweborg Meeting Professionals International

                    bull Pcmaorg Professional Convention Management Assn

                    bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

                    bull FacebookcomPlanyourmeetings An online community of meeting professionals

                    bull Sgmporg Society of Government Meeting Planners

                    bull Siteglobalcom Society of Incentive amp Travel Executives

                    FOLLOW THESE 6 STEPS

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    7PLANYOURMEETINGSCOM | PYM 2015

                    o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

                    o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

                    o If no reusable supplies from previous events are available order signs and printed material including nametags

                    o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

                    o Arrange delivery of all meetings material with the event manager

                    o Develop and distribute meeting agenda (include hotel and transportation information)

                    o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

                    o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

                    o Place gift orders wrap and distributeo Make arrangements for post-meeting

                    disposal of items whether they are to be donated recycled or shipped

                    6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

                    IN ADVANCEo Check with the hotel at intervals to review

                    the agreement plans and to make sure things are on schedule

                    o Submit group rooming list to hotel and

                    confirm arrangements three to four weeks out (including menus room setups and special requests)

                    o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

                    o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

                    o Confirm logistical arrangements with other service providers

                    ON-SITEo Hold pre-conference meeting to

                    review detailso Confirm arrival of shipped materials

                    and distributeo Check hotel ldquoreader boardsrdquo for posted

                    times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

                    changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

                    sign banquet checks dailyo Make sure everyone knows whatrsquos

                    acceptable See that either signage in-room screens or registration packets contain information about ground rules

                    AFTER THE MEETINGo Gather room pickup and other

                    reports from facilityo Prepare statistical reports on the

                    meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

                    o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

                    o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

                    6 EXTRA TIPS1 Room rates are the easiest

                    item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

                    2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

                    3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

                    4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

                    5 Be courteous to everyone and make sure your staff is trained to be as well

                    6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    PYM 2015 | PLANYOURMEETINGSCOM8

                    o Get estimates and proposals

                    o Arrange tastings and take photos

                    o Choose catererrestaurant

                    o Sign contract

                    o Pay deposit

                    o Choose format

                    o Finalize menus (include special needs)

                    o Finalize seating deacutecor etc

                    o Take final head count

                    o Arrange for tips and taxes

                    o Arrange transportation and parking

                    NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

                    pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

                    o Ask for references from groups that have held food functions at the facility within the last two months

                    o Find out how far in advance the property will confirm menureception prices

                    o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

                    o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

                    o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

                    o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

                    o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

                    o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

                    o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

                    o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

                    PLAN YOUR FampB

                    DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

                    RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    9PLANYOURMEETINGSCOM | PYM 2015

                    o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

                    o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

                    o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

                    o Make sure properties charge based on actual not estimated consumption

                    o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

                    FRESH IDEASo Put meal coupons in the attendeesrsquo

                    registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

                    o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

                    o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

                    o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

                    o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

                    o Consider an afternoon tea Offer a selection of green teas with finger

                    sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

                    Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

                    o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

                    o Always make sure buffets are double-sided even for smaller groups

                    o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

                    o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

                    o Use props on the tables to tie in to your theme

                    o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

                    o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

                    5 EXTRA TIPS1 Cutlery Rental cutlery

                    goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

                    2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

                    3 Glassware Rent glasses in every shape and size Try different colors

                    4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

                    5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    PYM 2015 | PLANYOURMEETINGSCOM10

                    Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                    o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                    o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                    o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                    o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                    o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                    o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                    Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                    o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                    o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                    o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                    PAY ATTENTION TO ROOM SETUPS

                    7 EXTRA STEPS1 Make sure you take the

                    overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                    2 Attendees should be able to leave the room without disturbing anyone else

                    3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                    4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                    5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                    6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                    7 People learn and feel better in comfortable attractive surroundings keep that in mind

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    11PLANYOURMEETINGSCOM | PYM 2015

                    The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                    1

                    2

                    3

                    4

                    5

                    678

                    9

                    1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                    rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                    2 THEATER SEATING Theater seating maximizes space but it

                    is far less convenient for note-taking or group interaction

                    3 CHEVRON SEATING In this setup chairs are angled toward the

                    front of the room in a V-shape Chevron seating has a friendlier feel

                    4 CONFERENCE SEATING Used for meetings with 30 participants

                    or less all chairs gather around one large table

                    5 U-SHAPE SEATING Also used for small meetings standard

                    banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                    6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                    to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                    7 T-SHAPE SEATING Another small group setup banquet tables

                    are arranged to form a large T giving a sense of having a head table where presenters might be seated

                    8 BANQUET SEATING The standard banquet table is 60 or 72

                    inches in diameter seats eight or 12 people and is nearly always used at food functions

                    9 CRESCENT SEATING Similar to banquet seating but the chairs

                    are placed around one-half or three-quarters of the table Chairs all face the front of the room

                    SEATING PLANS

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    PYM 2015 | PLANYOURMEETINGSCOM12

                    o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                    o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                    o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                    o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                    o Check contingency plans for illness bad weather power outages etc

                    o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                    o Arrange for something to fill in when the band takes a break

                    o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                    o Check access to freight elevators and be sure to leave time for setup

                    and breakdowno Be sure to meet with the on-site

                    technician and make sure you can contact her or him in an emergency

                    o Check all mics and sound levels well before itrsquos time for the speaker

                    o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                    o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                    o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                    o Will speaker provide handout material or need copies made

                    Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                    o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                    o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                    o Have water available at the podiumo Let speakers and other guests know

                    what meetings or events they are invited to attend Are they invited to the awards dinner

                    o Are they willing to offer other services MCing working the floor handling an information booth etc

                    o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                    o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                    o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                    HIRING SPEAKERS amp ENTERTAINMENT

                    SPEAKERS ONLINEbull Thespeakersgroupcom

                    Celebrity speakers and experts Search by price range

                    bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                    bull Nsaspeakerorg National Speakers Association

                    bull Premierespeakerscom International resource for prominent speakers

                    bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                    bull Speakingcom Keynote speakers

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    13PLANYOURMEETINGSCOM | PYM 2015

                    Continued on next page

                    MANAGE YOUR MEETINGo Get organized with the basics a word

                    processor a spreadsheet and a databaseo If you need guidance download

                    free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                    o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                    o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                    o I nvite local press or industry bloggers to attend and cover your event

                    GET CONNECTEDo Make sure you know how attendees

                    can get connected to the Internet on-site and at what cost

                    o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                    o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                    o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                    o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                    o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                    Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                    MAKE IT SNAPPYo Encourage presenters to include YouTube

                    videos and music in PowerPointKeynotePrezi presentations

                    o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                    o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                    SET THE STAGEo Choose a room with adjustable

                    lighting Keep the room light enough to take notes

                    o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                    o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                    o Copy boards let presenters record notes and print them out for attendees

                    o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                    o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                    o Multiple panels can double as video-enhanced scenery projecting one or many background images

                    o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                    o You donrsquot need a screen to project images

                    8 EXTRA TIPS

                    1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                    2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                    3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                    4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                    5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                    6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                    7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                    8 4GLTE cell conections are faster than most Wi-Fi connctions

                    TECHNOLOGY KNOW-HOW

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    PYM 2015 | PLANYOURMEETINGSCOM14

                    The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                    o Consider creating projected 3-D images to interact with speakers or audience

                    o Self-contained roll-up venues are available for outdoor events

                    o Check the presentation sightlines from everywhere in the room

                    o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                    o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                    BE PREPAREDo Walkie-talkies are your best friends

                    All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                    o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                    o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                    o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                    o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                    Continued

                    BY AIRo Whorsquos in charge of booking flights

                    An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                    o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                    o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                    o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                    o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                    o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                    o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                    o Note fees for checked luggage

                    GROUND TRANSPORTATIONo Check with hotels and facilities many

                    have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                    o Arrange limousine (Hummer town car) transfers for VIPs

                    o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                    o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                    and visitors bureau (CVB) about how to

                    GETTING THERE AND BACK

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    15PLANYOURMEETINGSCOM | PYM 2015

                    handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                    o Contact local transportation companies the CVB recommends

                    o Does the city have a public transportation system that would be useful Are group fares or charters available

                    o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                    o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                    o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                    o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                    equipped vehicles if neededo If venues are within walking distance

                    give attendees maps

                    BE PREPAREDo Make sure the vendor carries adequate

                    insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                    is responsible for whato Have passenger lists to check so no one gets

                    left behindo Keep shuttle vans stocked with water and

                    light snacks especially if attendees will be getting on and off more than once a day

                    o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                    o If attendees will have bags with them make sure shuttles have ample storage space

                    o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                    PREPARE THEMo Keep attendees informed about what they

                    should expect before they arrive o Whatrsquos the weather like What activities

                    are planned Will they need sensible shoes What should they pack

                    o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                    o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                    o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                    o Donrsquot ever assume attendees know where theyrsquore supposed to be

                    o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                    Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                    Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                    Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                    For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                    7 SAFETY TIPS1 Gather a list of emergency

                    contact numbers from the local CVB and notify authorities when your group will be in town

                    2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                    3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                    5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                    6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                    7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                    • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                    • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                    • Pathable 85x11 adpdf
                    • X-Bytes adpdf
                    • Topi adpdf
                    • PYM Practical Guide to Meeting Planning 2014 r1pdf

                      The only solution that connectseveryone at your event

                      contacttopicom for a free demo

                      topifacebookcomtopiapp

                      Geo-fencing

                      Questions amp feedbackProfile search

                      Interest group chats

                      LinkedIn Connect

                      Social network integration

                      TranslationsBroadcasts

                      In-app sponsorship

                      Dynamic agenda

                      Content sharing

                      and many morehellip

                      Topi makes it quick for conference participants to find and connect with each other mdash

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      Regardless of whether yoursquore an experienced or entry-level meeting planner you need to be aware of the best practices that have evolved in the industry over the years This guide will help you create and keep track of the goals for your meeting room layouts budgets FampB needs timetables and myriad other details What follows is a compilation of some of the best lists tips and guidelines culled from past Plan Your Meetings issues and LIVE Events updated by our editors advisory board and contributors For more industry news tips trends and advice visit PlanYourMeetingscom

                      THE PRACTICAL GUIDE TO

                      MEETING PLANNING

                      Bytestrade

                      on-demand fitness breaks

                      PYM 2015 | PLANYOURMEETINGSCOM2

                      Clarify the purpose Get the history Establish the goals and objectives Create a complete meeting profile mdash spend time upfront gathering the basic information to build a good foundation

                      1 What is it A new product launch an annual board meeting an incentive trip a sales meeting or a social event What are the goals

                      2 Who wants this meeting Who is the decision maker Who are the stakeholders3 Who will be attending Why are they coming What are their expectations

                      Where are they coming from What is the age range and are the majority male or female Are they bringing family or guests Are there any special needs

                      4 What have they done before What worked and what didnrsquot What was the cost of past meetings Where have they had meetings in the past Do they want to do something entirely different

                      5 Donrsquot forget to ask the people who didnrsquot attend last yearrsquos event why they stayed home Knowing that can help you create an irresistible event that they must attend this year

                      A blueprint will shape your event and can serve as a selling tool Whether you make a formal proposal to a client or simply need to report back to your corporate committee or manager you should prepare a structured proposal

                      CREATE A BLUEPRINT

                      o Objectives and preferenceso Geographical informationo Meeting structure

                      o Demographicso Budget parameters o Summary

                      THE PROPOSAL SHOULD CONTAIN THE FOLLOWINGo Destination review o Transportation plans o Site informationo Room breakdownso Food and beverage information o Entertainment and other activities o Day-to-day itinerary with grid overview o Cost summary sheet o Planning timetableo Detailed program inclusions (spells out

                      what is included in cost summary sheet eg site inspection promotion airfare hotel accommodations deacutecor special effects room gifts communication costs etc)

                      o Program options and enhancements (ie CSRsustainability initiatives)

                      o Other things to add historical information (if applicable) destination brochures location photos hotelmeeting room layouts brochures from restaurants caterers and entertainers promotional items sample invitations and depending on your relationship with the client your company profile and references If you are going to be responsible for securing sponsors and marketing the event include that information as well

                      (Note If you need supporting materials on a city and its attractions contact the CVB)

                      A COVER LETTER MIGHT INCLUDE

                      DEFINE YOUR MEETING

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      3PLANYOURMEETINGSCOM | PYM 2015

                      VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

                      ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

                      FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

                      PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

                      AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

                      PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

                      SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

                      TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

                      ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

                      The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

                      DEVELOP THE BUDGET

                      LIST ALL FIXED AND VARIABLE COSTS

                      o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

                      o Product saleso Program advertisingo Sponsorso Other

                      LIST ALL REVENUES

                      8 EXTRA TIPS1 Keep track of how

                      you arrived at each budgeted item

                      2 Allow contingencies for the unexpected (about 10 percent

                      to 15 percent) 3 Have a credit card with the

                      right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

                      4 Have cash on hand for tips and other emergencies

                      5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

                      6 Keeping track of how much money yoursquove saved helps prove your worth to the company

                      7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

                      8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      PYM 2015 | PLANYOURMEETINGSCOM4

                      AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

                      offering special guest services Business center printing free Wi-Fi etc

                      o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

                      o What attractions are on-site or nearby

                      FOOD amp BEVERAGEo What are the standard group offerings for

                      meals and breaks Can menus be created or tailored to your group (Collect menus)

                      o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

                      o What are the local liquor lawso What on-site dining venues are available

                      Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

                      BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

                      o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

                      o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

                      After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

                      o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

                      o Company information (name address website phone and fax)

                      o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

                      number of rooms neededo Preferred location of event (city state and

                      area of town)o Venue requirements (hotel resort special

                      facility restaurant etc)o Type of event (meeting wedding social

                      reception product launch etc)

                      o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

                      o Offon-site requirements (caterer entertainment and setup)

                      o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

                      o ADA requirements (shuttles ramps parking etc)

                      o Time requirements (deadlines for proposals deposits vendors etc)

                      o Estimated budget (includes money allocated for event FampB venue travel AV etc)

                      o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

                      INCLUDE THE FOLLOWING

                      PREPARE THE RFP(REQUEST FOR PROPOSAL)

                      DO SITE INSPECTIONS

                      SAVE TIME MONEY1 Visit Ezcompymzen and

                      read about our innovative solution to the pain of sourcing venues

                      2 Follow the links to our intuitive RFP builder

                      3 Search comprehensive list of venues Select favorites Compare side by side

                      4 Click to submit RFPs 5 Receive bids within a few

                      hours Select winner6 As you go to contracting

                      phase other bidders are notified and thanked

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      5PLANYOURMEETINGSCOM | PYM 2015

                      GUEST ROOMSo What is the total number and type of

                      rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

                      o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

                      o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

                      o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

                      o How many complimentary rooms are issued for units occupied before during and after the meeting dates

                      o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

                      o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

                      o Ask if the rates apply to children staying in the same room

                      o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

                      o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

                      o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

                      shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

                      THE LOBBYo Are the front-of-house staff (doormen

                      concierge reception etc) efficient and friendly

                      o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

                      o Is the lobby inviting Check the cleanliness of public restrooms

                      o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

                      o How far is the lobby from the self-park lot

                      MEETING ROOMSo Walk the space How long does it take

                      to get to and from roomso What technology is available Are there

                      fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

                      and easy to use Is the room comfortably well lit Can it be darkened

                      o Are temperature controls in the room and easy to use Is the air-conditioning quiet

                      o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

                      o Is adequate space available in or near the meeting rooms for breaks

                      o Does the hotel have in-house or preferred suppliers for AV florals etc

                      o Does the facility have any theme decorations or props you can use Are they free of charge

                      13 EXTRA TIPS 1 Prepare in advance

                      Visit websites 2 Take pictures or video with

                      camera or phone 3 Bring someone along

                      another pair of eyes helps 4 Create a timeline

                      from when you first experienced the property until the day you leave

                      5 Eat a meal at the property and sample on-site catering menus

                      6 Get to know the key employees the general manager concierge director of security chef etc

                      7 Discuss concessions but be ethical honest and realistic about your budget and expectations

                      8 Make an unannounced visit to the property

                      9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

                      10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

                      11 Are any renovations planned Will the work interfere with your meeting

                      12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

                      13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      PYM 2015 | PLANYOURMEETINGSCOM6

                      1 REPORT BACKo Notify all who were involved in the site

                      selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

                      o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

                      2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

                      and precise o Ask a meetings industry attorney to review

                      it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

                      o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

                      o Does it contain cancellation clauses attrition fees etc

                      o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

                      ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

                      o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

                      o Update your meetings reacutesumeacute and double-check details before signing

                      o Make sure your contract is countersigned and dated by all necessary parties

                      3 CHOOSE VENDORSo Ask the facility to recommend

                      vendors if they donrsquot have on-site services or contracts

                      o Check references and talk with people who have used the service provider

                      o Meet with caterers and sample foodo Meet with speakers andor entertainers

                      and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

                      o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

                      payment of charges Is there a discount for paying in advance or within a certain time frame

                      o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

                      o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

                      o Finalize written agreements and follow up with final details

                      o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

                      4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

                      5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

                      and email invitations depending on the preference of your group

                      INDUSTRY WEBSITESbull Asaecenterorg

                      American Society of Association Executives

                      bull Conventionindustryorg Convention Industry Council (CIC)

                      bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

                      bull Gmicglobalorg Green Meeting Industry Council

                      bull Iaap-hqorg International Association of Administrative Professionals

                      bull Isescom International Special Events Society

                      bull Meetingscommunitycom MeCo listserve

                      bull Mpiweborg Meeting Professionals International

                      bull Pcmaorg Professional Convention Management Assn

                      bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

                      bull FacebookcomPlanyourmeetings An online community of meeting professionals

                      bull Sgmporg Society of Government Meeting Planners

                      bull Siteglobalcom Society of Incentive amp Travel Executives

                      FOLLOW THESE 6 STEPS

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      7PLANYOURMEETINGSCOM | PYM 2015

                      o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

                      o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

                      o If no reusable supplies from previous events are available order signs and printed material including nametags

                      o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

                      o Arrange delivery of all meetings material with the event manager

                      o Develop and distribute meeting agenda (include hotel and transportation information)

                      o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

                      o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

                      o Place gift orders wrap and distributeo Make arrangements for post-meeting

                      disposal of items whether they are to be donated recycled or shipped

                      6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

                      IN ADVANCEo Check with the hotel at intervals to review

                      the agreement plans and to make sure things are on schedule

                      o Submit group rooming list to hotel and

                      confirm arrangements three to four weeks out (including menus room setups and special requests)

                      o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

                      o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

                      o Confirm logistical arrangements with other service providers

                      ON-SITEo Hold pre-conference meeting to

                      review detailso Confirm arrival of shipped materials

                      and distributeo Check hotel ldquoreader boardsrdquo for posted

                      times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

                      changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

                      sign banquet checks dailyo Make sure everyone knows whatrsquos

                      acceptable See that either signage in-room screens or registration packets contain information about ground rules

                      AFTER THE MEETINGo Gather room pickup and other

                      reports from facilityo Prepare statistical reports on the

                      meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

                      o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

                      o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

                      6 EXTRA TIPS1 Room rates are the easiest

                      item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

                      2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

                      3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

                      4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

                      5 Be courteous to everyone and make sure your staff is trained to be as well

                      6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      PYM 2015 | PLANYOURMEETINGSCOM8

                      o Get estimates and proposals

                      o Arrange tastings and take photos

                      o Choose catererrestaurant

                      o Sign contract

                      o Pay deposit

                      o Choose format

                      o Finalize menus (include special needs)

                      o Finalize seating deacutecor etc

                      o Take final head count

                      o Arrange for tips and taxes

                      o Arrange transportation and parking

                      NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

                      pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

                      o Ask for references from groups that have held food functions at the facility within the last two months

                      o Find out how far in advance the property will confirm menureception prices

                      o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

                      o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

                      o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

                      o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

                      o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

                      o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

                      o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

                      o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

                      PLAN YOUR FampB

                      DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

                      RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      9PLANYOURMEETINGSCOM | PYM 2015

                      o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

                      o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

                      o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

                      o Make sure properties charge based on actual not estimated consumption

                      o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

                      FRESH IDEASo Put meal coupons in the attendeesrsquo

                      registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

                      o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

                      o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

                      o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

                      o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

                      o Consider an afternoon tea Offer a selection of green teas with finger

                      sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

                      Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

                      o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

                      o Always make sure buffets are double-sided even for smaller groups

                      o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

                      o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

                      o Use props on the tables to tie in to your theme

                      o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

                      o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

                      5 EXTRA TIPS1 Cutlery Rental cutlery

                      goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

                      2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

                      3 Glassware Rent glasses in every shape and size Try different colors

                      4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

                      5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      PYM 2015 | PLANYOURMEETINGSCOM10

                      Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                      o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                      o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                      o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                      o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                      o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                      o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                      Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                      o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                      o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                      o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                      PAY ATTENTION TO ROOM SETUPS

                      7 EXTRA STEPS1 Make sure you take the

                      overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                      2 Attendees should be able to leave the room without disturbing anyone else

                      3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                      4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                      5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                      6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                      7 People learn and feel better in comfortable attractive surroundings keep that in mind

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      11PLANYOURMEETINGSCOM | PYM 2015

                      The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                      1

                      2

                      3

                      4

                      5

                      678

                      9

                      1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                      rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                      2 THEATER SEATING Theater seating maximizes space but it

                      is far less convenient for note-taking or group interaction

                      3 CHEVRON SEATING In this setup chairs are angled toward the

                      front of the room in a V-shape Chevron seating has a friendlier feel

                      4 CONFERENCE SEATING Used for meetings with 30 participants

                      or less all chairs gather around one large table

                      5 U-SHAPE SEATING Also used for small meetings standard

                      banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                      6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                      to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                      7 T-SHAPE SEATING Another small group setup banquet tables

                      are arranged to form a large T giving a sense of having a head table where presenters might be seated

                      8 BANQUET SEATING The standard banquet table is 60 or 72

                      inches in diameter seats eight or 12 people and is nearly always used at food functions

                      9 CRESCENT SEATING Similar to banquet seating but the chairs

                      are placed around one-half or three-quarters of the table Chairs all face the front of the room

                      SEATING PLANS

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      PYM 2015 | PLANYOURMEETINGSCOM12

                      o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                      o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                      o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                      o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                      o Check contingency plans for illness bad weather power outages etc

                      o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                      o Arrange for something to fill in when the band takes a break

                      o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                      o Check access to freight elevators and be sure to leave time for setup

                      and breakdowno Be sure to meet with the on-site

                      technician and make sure you can contact her or him in an emergency

                      o Check all mics and sound levels well before itrsquos time for the speaker

                      o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                      o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                      o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                      o Will speaker provide handout material or need copies made

                      Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                      o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                      o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                      o Have water available at the podiumo Let speakers and other guests know

                      what meetings or events they are invited to attend Are they invited to the awards dinner

                      o Are they willing to offer other services MCing working the floor handling an information booth etc

                      o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                      o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                      o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                      HIRING SPEAKERS amp ENTERTAINMENT

                      SPEAKERS ONLINEbull Thespeakersgroupcom

                      Celebrity speakers and experts Search by price range

                      bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                      bull Nsaspeakerorg National Speakers Association

                      bull Premierespeakerscom International resource for prominent speakers

                      bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                      bull Speakingcom Keynote speakers

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      13PLANYOURMEETINGSCOM | PYM 2015

                      Continued on next page

                      MANAGE YOUR MEETINGo Get organized with the basics a word

                      processor a spreadsheet and a databaseo If you need guidance download

                      free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                      o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                      o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                      o I nvite local press or industry bloggers to attend and cover your event

                      GET CONNECTEDo Make sure you know how attendees

                      can get connected to the Internet on-site and at what cost

                      o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                      o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                      o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                      o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                      o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                      Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                      MAKE IT SNAPPYo Encourage presenters to include YouTube

                      videos and music in PowerPointKeynotePrezi presentations

                      o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                      o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                      SET THE STAGEo Choose a room with adjustable

                      lighting Keep the room light enough to take notes

                      o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                      o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                      o Copy boards let presenters record notes and print them out for attendees

                      o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                      o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                      o Multiple panels can double as video-enhanced scenery projecting one or many background images

                      o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                      o You donrsquot need a screen to project images

                      8 EXTRA TIPS

                      1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                      2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                      3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                      4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                      5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                      6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                      7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                      8 4GLTE cell conections are faster than most Wi-Fi connctions

                      TECHNOLOGY KNOW-HOW

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      PYM 2015 | PLANYOURMEETINGSCOM14

                      The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                      o Consider creating projected 3-D images to interact with speakers or audience

                      o Self-contained roll-up venues are available for outdoor events

                      o Check the presentation sightlines from everywhere in the room

                      o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                      o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                      BE PREPAREDo Walkie-talkies are your best friends

                      All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                      o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                      o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                      o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                      o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                      Continued

                      BY AIRo Whorsquos in charge of booking flights

                      An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                      o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                      o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                      o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                      o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                      o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                      o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                      o Note fees for checked luggage

                      GROUND TRANSPORTATIONo Check with hotels and facilities many

                      have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                      o Arrange limousine (Hummer town car) transfers for VIPs

                      o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                      o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                      and visitors bureau (CVB) about how to

                      GETTING THERE AND BACK

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      15PLANYOURMEETINGSCOM | PYM 2015

                      handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                      o Contact local transportation companies the CVB recommends

                      o Does the city have a public transportation system that would be useful Are group fares or charters available

                      o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                      o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                      o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                      o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                      equipped vehicles if neededo If venues are within walking distance

                      give attendees maps

                      BE PREPAREDo Make sure the vendor carries adequate

                      insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                      is responsible for whato Have passenger lists to check so no one gets

                      left behindo Keep shuttle vans stocked with water and

                      light snacks especially if attendees will be getting on and off more than once a day

                      o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                      o If attendees will have bags with them make sure shuttles have ample storage space

                      o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                      PREPARE THEMo Keep attendees informed about what they

                      should expect before they arrive o Whatrsquos the weather like What activities

                      are planned Will they need sensible shoes What should they pack

                      o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                      o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                      o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                      o Donrsquot ever assume attendees know where theyrsquore supposed to be

                      o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                      Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                      Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                      Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                      For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                      7 SAFETY TIPS1 Gather a list of emergency

                      contact numbers from the local CVB and notify authorities when your group will be in town

                      2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                      3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                      5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                      6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                      7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                      • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                      • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                      • Pathable 85x11 adpdf
                      • X-Bytes adpdf
                      • Topi adpdf
                      • PYM Practical Guide to Meeting Planning 2014 r1pdf

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        Regardless of whether yoursquore an experienced or entry-level meeting planner you need to be aware of the best practices that have evolved in the industry over the years This guide will help you create and keep track of the goals for your meeting room layouts budgets FampB needs timetables and myriad other details What follows is a compilation of some of the best lists tips and guidelines culled from past Plan Your Meetings issues and LIVE Events updated by our editors advisory board and contributors For more industry news tips trends and advice visit PlanYourMeetingscom

                        THE PRACTICAL GUIDE TO

                        MEETING PLANNING

                        Bytestrade

                        on-demand fitness breaks

                        PYM 2015 | PLANYOURMEETINGSCOM2

                        Clarify the purpose Get the history Establish the goals and objectives Create a complete meeting profile mdash spend time upfront gathering the basic information to build a good foundation

                        1 What is it A new product launch an annual board meeting an incentive trip a sales meeting or a social event What are the goals

                        2 Who wants this meeting Who is the decision maker Who are the stakeholders3 Who will be attending Why are they coming What are their expectations

                        Where are they coming from What is the age range and are the majority male or female Are they bringing family or guests Are there any special needs

                        4 What have they done before What worked and what didnrsquot What was the cost of past meetings Where have they had meetings in the past Do they want to do something entirely different

                        5 Donrsquot forget to ask the people who didnrsquot attend last yearrsquos event why they stayed home Knowing that can help you create an irresistible event that they must attend this year

                        A blueprint will shape your event and can serve as a selling tool Whether you make a formal proposal to a client or simply need to report back to your corporate committee or manager you should prepare a structured proposal

                        CREATE A BLUEPRINT

                        o Objectives and preferenceso Geographical informationo Meeting structure

                        o Demographicso Budget parameters o Summary

                        THE PROPOSAL SHOULD CONTAIN THE FOLLOWINGo Destination review o Transportation plans o Site informationo Room breakdownso Food and beverage information o Entertainment and other activities o Day-to-day itinerary with grid overview o Cost summary sheet o Planning timetableo Detailed program inclusions (spells out

                        what is included in cost summary sheet eg site inspection promotion airfare hotel accommodations deacutecor special effects room gifts communication costs etc)

                        o Program options and enhancements (ie CSRsustainability initiatives)

                        o Other things to add historical information (if applicable) destination brochures location photos hotelmeeting room layouts brochures from restaurants caterers and entertainers promotional items sample invitations and depending on your relationship with the client your company profile and references If you are going to be responsible for securing sponsors and marketing the event include that information as well

                        (Note If you need supporting materials on a city and its attractions contact the CVB)

                        A COVER LETTER MIGHT INCLUDE

                        DEFINE YOUR MEETING

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        3PLANYOURMEETINGSCOM | PYM 2015

                        VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

                        ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

                        FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

                        PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

                        AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

                        PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

                        SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

                        TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

                        ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

                        The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

                        DEVELOP THE BUDGET

                        LIST ALL FIXED AND VARIABLE COSTS

                        o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

                        o Product saleso Program advertisingo Sponsorso Other

                        LIST ALL REVENUES

                        8 EXTRA TIPS1 Keep track of how

                        you arrived at each budgeted item

                        2 Allow contingencies for the unexpected (about 10 percent

                        to 15 percent) 3 Have a credit card with the

                        right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

                        4 Have cash on hand for tips and other emergencies

                        5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

                        6 Keeping track of how much money yoursquove saved helps prove your worth to the company

                        7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

                        8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        PYM 2015 | PLANYOURMEETINGSCOM4

                        AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

                        offering special guest services Business center printing free Wi-Fi etc

                        o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

                        o What attractions are on-site or nearby

                        FOOD amp BEVERAGEo What are the standard group offerings for

                        meals and breaks Can menus be created or tailored to your group (Collect menus)

                        o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

                        o What are the local liquor lawso What on-site dining venues are available

                        Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

                        BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

                        o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

                        o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

                        After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

                        o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

                        o Company information (name address website phone and fax)

                        o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

                        number of rooms neededo Preferred location of event (city state and

                        area of town)o Venue requirements (hotel resort special

                        facility restaurant etc)o Type of event (meeting wedding social

                        reception product launch etc)

                        o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

                        o Offon-site requirements (caterer entertainment and setup)

                        o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

                        o ADA requirements (shuttles ramps parking etc)

                        o Time requirements (deadlines for proposals deposits vendors etc)

                        o Estimated budget (includes money allocated for event FampB venue travel AV etc)

                        o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

                        INCLUDE THE FOLLOWING

                        PREPARE THE RFP(REQUEST FOR PROPOSAL)

                        DO SITE INSPECTIONS

                        SAVE TIME MONEY1 Visit Ezcompymzen and

                        read about our innovative solution to the pain of sourcing venues

                        2 Follow the links to our intuitive RFP builder

                        3 Search comprehensive list of venues Select favorites Compare side by side

                        4 Click to submit RFPs 5 Receive bids within a few

                        hours Select winner6 As you go to contracting

                        phase other bidders are notified and thanked

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        5PLANYOURMEETINGSCOM | PYM 2015

                        GUEST ROOMSo What is the total number and type of

                        rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

                        o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

                        o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

                        o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

                        o How many complimentary rooms are issued for units occupied before during and after the meeting dates

                        o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

                        o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

                        o Ask if the rates apply to children staying in the same room

                        o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

                        o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

                        o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

                        shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

                        THE LOBBYo Are the front-of-house staff (doormen

                        concierge reception etc) efficient and friendly

                        o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

                        o Is the lobby inviting Check the cleanliness of public restrooms

                        o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

                        o How far is the lobby from the self-park lot

                        MEETING ROOMSo Walk the space How long does it take

                        to get to and from roomso What technology is available Are there

                        fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

                        and easy to use Is the room comfortably well lit Can it be darkened

                        o Are temperature controls in the room and easy to use Is the air-conditioning quiet

                        o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

                        o Is adequate space available in or near the meeting rooms for breaks

                        o Does the hotel have in-house or preferred suppliers for AV florals etc

                        o Does the facility have any theme decorations or props you can use Are they free of charge

                        13 EXTRA TIPS 1 Prepare in advance

                        Visit websites 2 Take pictures or video with

                        camera or phone 3 Bring someone along

                        another pair of eyes helps 4 Create a timeline

                        from when you first experienced the property until the day you leave

                        5 Eat a meal at the property and sample on-site catering menus

                        6 Get to know the key employees the general manager concierge director of security chef etc

                        7 Discuss concessions but be ethical honest and realistic about your budget and expectations

                        8 Make an unannounced visit to the property

                        9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

                        10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

                        11 Are any renovations planned Will the work interfere with your meeting

                        12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

                        13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        PYM 2015 | PLANYOURMEETINGSCOM6

                        1 REPORT BACKo Notify all who were involved in the site

                        selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

                        o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

                        2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

                        and precise o Ask a meetings industry attorney to review

                        it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

                        o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

                        o Does it contain cancellation clauses attrition fees etc

                        o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

                        ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

                        o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

                        o Update your meetings reacutesumeacute and double-check details before signing

                        o Make sure your contract is countersigned and dated by all necessary parties

                        3 CHOOSE VENDORSo Ask the facility to recommend

                        vendors if they donrsquot have on-site services or contracts

                        o Check references and talk with people who have used the service provider

                        o Meet with caterers and sample foodo Meet with speakers andor entertainers

                        and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

                        o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

                        payment of charges Is there a discount for paying in advance or within a certain time frame

                        o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

                        o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

                        o Finalize written agreements and follow up with final details

                        o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

                        4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

                        5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

                        and email invitations depending on the preference of your group

                        INDUSTRY WEBSITESbull Asaecenterorg

                        American Society of Association Executives

                        bull Conventionindustryorg Convention Industry Council (CIC)

                        bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

                        bull Gmicglobalorg Green Meeting Industry Council

                        bull Iaap-hqorg International Association of Administrative Professionals

                        bull Isescom International Special Events Society

                        bull Meetingscommunitycom MeCo listserve

                        bull Mpiweborg Meeting Professionals International

                        bull Pcmaorg Professional Convention Management Assn

                        bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

                        bull FacebookcomPlanyourmeetings An online community of meeting professionals

                        bull Sgmporg Society of Government Meeting Planners

                        bull Siteglobalcom Society of Incentive amp Travel Executives

                        FOLLOW THESE 6 STEPS

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        7PLANYOURMEETINGSCOM | PYM 2015

                        o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

                        o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

                        o If no reusable supplies from previous events are available order signs and printed material including nametags

                        o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

                        o Arrange delivery of all meetings material with the event manager

                        o Develop and distribute meeting agenda (include hotel and transportation information)

                        o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

                        o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

                        o Place gift orders wrap and distributeo Make arrangements for post-meeting

                        disposal of items whether they are to be donated recycled or shipped

                        6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

                        IN ADVANCEo Check with the hotel at intervals to review

                        the agreement plans and to make sure things are on schedule

                        o Submit group rooming list to hotel and

                        confirm arrangements three to four weeks out (including menus room setups and special requests)

                        o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

                        o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

                        o Confirm logistical arrangements with other service providers

                        ON-SITEo Hold pre-conference meeting to

                        review detailso Confirm arrival of shipped materials

                        and distributeo Check hotel ldquoreader boardsrdquo for posted

                        times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

                        changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

                        sign banquet checks dailyo Make sure everyone knows whatrsquos

                        acceptable See that either signage in-room screens or registration packets contain information about ground rules

                        AFTER THE MEETINGo Gather room pickup and other

                        reports from facilityo Prepare statistical reports on the

                        meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

                        o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

                        o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

                        6 EXTRA TIPS1 Room rates are the easiest

                        item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

                        2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

                        3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

                        4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

                        5 Be courteous to everyone and make sure your staff is trained to be as well

                        6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        PYM 2015 | PLANYOURMEETINGSCOM8

                        o Get estimates and proposals

                        o Arrange tastings and take photos

                        o Choose catererrestaurant

                        o Sign contract

                        o Pay deposit

                        o Choose format

                        o Finalize menus (include special needs)

                        o Finalize seating deacutecor etc

                        o Take final head count

                        o Arrange for tips and taxes

                        o Arrange transportation and parking

                        NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

                        pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

                        o Ask for references from groups that have held food functions at the facility within the last two months

                        o Find out how far in advance the property will confirm menureception prices

                        o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

                        o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

                        o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

                        o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

                        o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

                        o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

                        o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

                        o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

                        PLAN YOUR FampB

                        DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

                        RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        9PLANYOURMEETINGSCOM | PYM 2015

                        o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

                        o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

                        o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

                        o Make sure properties charge based on actual not estimated consumption

                        o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

                        FRESH IDEASo Put meal coupons in the attendeesrsquo

                        registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

                        o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

                        o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

                        o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

                        o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

                        o Consider an afternoon tea Offer a selection of green teas with finger

                        sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

                        Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

                        o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

                        o Always make sure buffets are double-sided even for smaller groups

                        o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

                        o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

                        o Use props on the tables to tie in to your theme

                        o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

                        o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

                        5 EXTRA TIPS1 Cutlery Rental cutlery

                        goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

                        2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

                        3 Glassware Rent glasses in every shape and size Try different colors

                        4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

                        5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        PYM 2015 | PLANYOURMEETINGSCOM10

                        Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                        o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                        o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                        o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                        o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                        o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                        o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                        Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                        o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                        o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                        o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                        PAY ATTENTION TO ROOM SETUPS

                        7 EXTRA STEPS1 Make sure you take the

                        overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                        2 Attendees should be able to leave the room without disturbing anyone else

                        3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                        4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                        5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                        6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                        7 People learn and feel better in comfortable attractive surroundings keep that in mind

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        11PLANYOURMEETINGSCOM | PYM 2015

                        The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                        1

                        2

                        3

                        4

                        5

                        678

                        9

                        1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                        rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                        2 THEATER SEATING Theater seating maximizes space but it

                        is far less convenient for note-taking or group interaction

                        3 CHEVRON SEATING In this setup chairs are angled toward the

                        front of the room in a V-shape Chevron seating has a friendlier feel

                        4 CONFERENCE SEATING Used for meetings with 30 participants

                        or less all chairs gather around one large table

                        5 U-SHAPE SEATING Also used for small meetings standard

                        banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                        6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                        to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                        7 T-SHAPE SEATING Another small group setup banquet tables

                        are arranged to form a large T giving a sense of having a head table where presenters might be seated

                        8 BANQUET SEATING The standard banquet table is 60 or 72

                        inches in diameter seats eight or 12 people and is nearly always used at food functions

                        9 CRESCENT SEATING Similar to banquet seating but the chairs

                        are placed around one-half or three-quarters of the table Chairs all face the front of the room

                        SEATING PLANS

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        PYM 2015 | PLANYOURMEETINGSCOM12

                        o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                        o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                        o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                        o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                        o Check contingency plans for illness bad weather power outages etc

                        o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                        o Arrange for something to fill in when the band takes a break

                        o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                        o Check access to freight elevators and be sure to leave time for setup

                        and breakdowno Be sure to meet with the on-site

                        technician and make sure you can contact her or him in an emergency

                        o Check all mics and sound levels well before itrsquos time for the speaker

                        o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                        o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                        o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                        o Will speaker provide handout material or need copies made

                        Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                        o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                        o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                        o Have water available at the podiumo Let speakers and other guests know

                        what meetings or events they are invited to attend Are they invited to the awards dinner

                        o Are they willing to offer other services MCing working the floor handling an information booth etc

                        o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                        o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                        o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                        HIRING SPEAKERS amp ENTERTAINMENT

                        SPEAKERS ONLINEbull Thespeakersgroupcom

                        Celebrity speakers and experts Search by price range

                        bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                        bull Nsaspeakerorg National Speakers Association

                        bull Premierespeakerscom International resource for prominent speakers

                        bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                        bull Speakingcom Keynote speakers

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        13PLANYOURMEETINGSCOM | PYM 2015

                        Continued on next page

                        MANAGE YOUR MEETINGo Get organized with the basics a word

                        processor a spreadsheet and a databaseo If you need guidance download

                        free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                        o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                        o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                        o I nvite local press or industry bloggers to attend and cover your event

                        GET CONNECTEDo Make sure you know how attendees

                        can get connected to the Internet on-site and at what cost

                        o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                        o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                        o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                        o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                        o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                        Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                        MAKE IT SNAPPYo Encourage presenters to include YouTube

                        videos and music in PowerPointKeynotePrezi presentations

                        o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                        o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                        SET THE STAGEo Choose a room with adjustable

                        lighting Keep the room light enough to take notes

                        o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                        o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                        o Copy boards let presenters record notes and print them out for attendees

                        o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                        o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                        o Multiple panels can double as video-enhanced scenery projecting one or many background images

                        o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                        o You donrsquot need a screen to project images

                        8 EXTRA TIPS

                        1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                        2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                        3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                        4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                        5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                        6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                        7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                        8 4GLTE cell conections are faster than most Wi-Fi connctions

                        TECHNOLOGY KNOW-HOW

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        PYM 2015 | PLANYOURMEETINGSCOM14

                        The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                        o Consider creating projected 3-D images to interact with speakers or audience

                        o Self-contained roll-up venues are available for outdoor events

                        o Check the presentation sightlines from everywhere in the room

                        o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                        o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                        BE PREPAREDo Walkie-talkies are your best friends

                        All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                        o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                        o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                        o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                        o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                        Continued

                        BY AIRo Whorsquos in charge of booking flights

                        An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                        o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                        o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                        o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                        o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                        o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                        o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                        o Note fees for checked luggage

                        GROUND TRANSPORTATIONo Check with hotels and facilities many

                        have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                        o Arrange limousine (Hummer town car) transfers for VIPs

                        o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                        o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                        and visitors bureau (CVB) about how to

                        GETTING THERE AND BACK

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        15PLANYOURMEETINGSCOM | PYM 2015

                        handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                        o Contact local transportation companies the CVB recommends

                        o Does the city have a public transportation system that would be useful Are group fares or charters available

                        o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                        o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                        o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                        o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                        equipped vehicles if neededo If venues are within walking distance

                        give attendees maps

                        BE PREPAREDo Make sure the vendor carries adequate

                        insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                        is responsible for whato Have passenger lists to check so no one gets

                        left behindo Keep shuttle vans stocked with water and

                        light snacks especially if attendees will be getting on and off more than once a day

                        o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                        o If attendees will have bags with them make sure shuttles have ample storage space

                        o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                        PREPARE THEMo Keep attendees informed about what they

                        should expect before they arrive o Whatrsquos the weather like What activities

                        are planned Will they need sensible shoes What should they pack

                        o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                        o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                        o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                        o Donrsquot ever assume attendees know where theyrsquore supposed to be

                        o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                        Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                        Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                        Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                        For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                        7 SAFETY TIPS1 Gather a list of emergency

                        contact numbers from the local CVB and notify authorities when your group will be in town

                        2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                        3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                        5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                        6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                        7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                        • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                        • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                        • Pathable 85x11 adpdf
                        • X-Bytes adpdf
                        • Topi adpdf
                        • PYM Practical Guide to Meeting Planning 2014 r1pdf

                          PYM 2015 | PLANYOURMEETINGSCOM2

                          Clarify the purpose Get the history Establish the goals and objectives Create a complete meeting profile mdash spend time upfront gathering the basic information to build a good foundation

                          1 What is it A new product launch an annual board meeting an incentive trip a sales meeting or a social event What are the goals

                          2 Who wants this meeting Who is the decision maker Who are the stakeholders3 Who will be attending Why are they coming What are their expectations

                          Where are they coming from What is the age range and are the majority male or female Are they bringing family or guests Are there any special needs

                          4 What have they done before What worked and what didnrsquot What was the cost of past meetings Where have they had meetings in the past Do they want to do something entirely different

                          5 Donrsquot forget to ask the people who didnrsquot attend last yearrsquos event why they stayed home Knowing that can help you create an irresistible event that they must attend this year

                          A blueprint will shape your event and can serve as a selling tool Whether you make a formal proposal to a client or simply need to report back to your corporate committee or manager you should prepare a structured proposal

                          CREATE A BLUEPRINT

                          o Objectives and preferenceso Geographical informationo Meeting structure

                          o Demographicso Budget parameters o Summary

                          THE PROPOSAL SHOULD CONTAIN THE FOLLOWINGo Destination review o Transportation plans o Site informationo Room breakdownso Food and beverage information o Entertainment and other activities o Day-to-day itinerary with grid overview o Cost summary sheet o Planning timetableo Detailed program inclusions (spells out

                          what is included in cost summary sheet eg site inspection promotion airfare hotel accommodations deacutecor special effects room gifts communication costs etc)

                          o Program options and enhancements (ie CSRsustainability initiatives)

                          o Other things to add historical information (if applicable) destination brochures location photos hotelmeeting room layouts brochures from restaurants caterers and entertainers promotional items sample invitations and depending on your relationship with the client your company profile and references If you are going to be responsible for securing sponsors and marketing the event include that information as well

                          (Note If you need supporting materials on a city and its attractions contact the CVB)

                          A COVER LETTER MIGHT INCLUDE

                          DEFINE YOUR MEETING

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          3PLANYOURMEETINGSCOM | PYM 2015

                          VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

                          ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

                          FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

                          PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

                          AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

                          PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

                          SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

                          TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

                          ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

                          The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

                          DEVELOP THE BUDGET

                          LIST ALL FIXED AND VARIABLE COSTS

                          o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

                          o Product saleso Program advertisingo Sponsorso Other

                          LIST ALL REVENUES

                          8 EXTRA TIPS1 Keep track of how

                          you arrived at each budgeted item

                          2 Allow contingencies for the unexpected (about 10 percent

                          to 15 percent) 3 Have a credit card with the

                          right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

                          4 Have cash on hand for tips and other emergencies

                          5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

                          6 Keeping track of how much money yoursquove saved helps prove your worth to the company

                          7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

                          8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          PYM 2015 | PLANYOURMEETINGSCOM4

                          AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

                          offering special guest services Business center printing free Wi-Fi etc

                          o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

                          o What attractions are on-site or nearby

                          FOOD amp BEVERAGEo What are the standard group offerings for

                          meals and breaks Can menus be created or tailored to your group (Collect menus)

                          o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

                          o What are the local liquor lawso What on-site dining venues are available

                          Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

                          BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

                          o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

                          o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

                          After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

                          o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

                          o Company information (name address website phone and fax)

                          o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

                          number of rooms neededo Preferred location of event (city state and

                          area of town)o Venue requirements (hotel resort special

                          facility restaurant etc)o Type of event (meeting wedding social

                          reception product launch etc)

                          o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

                          o Offon-site requirements (caterer entertainment and setup)

                          o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

                          o ADA requirements (shuttles ramps parking etc)

                          o Time requirements (deadlines for proposals deposits vendors etc)

                          o Estimated budget (includes money allocated for event FampB venue travel AV etc)

                          o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

                          INCLUDE THE FOLLOWING

                          PREPARE THE RFP(REQUEST FOR PROPOSAL)

                          DO SITE INSPECTIONS

                          SAVE TIME MONEY1 Visit Ezcompymzen and

                          read about our innovative solution to the pain of sourcing venues

                          2 Follow the links to our intuitive RFP builder

                          3 Search comprehensive list of venues Select favorites Compare side by side

                          4 Click to submit RFPs 5 Receive bids within a few

                          hours Select winner6 As you go to contracting

                          phase other bidders are notified and thanked

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          5PLANYOURMEETINGSCOM | PYM 2015

                          GUEST ROOMSo What is the total number and type of

                          rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

                          o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

                          o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

                          o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

                          o How many complimentary rooms are issued for units occupied before during and after the meeting dates

                          o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

                          o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

                          o Ask if the rates apply to children staying in the same room

                          o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

                          o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

                          o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

                          shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

                          THE LOBBYo Are the front-of-house staff (doormen

                          concierge reception etc) efficient and friendly

                          o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

                          o Is the lobby inviting Check the cleanliness of public restrooms

                          o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

                          o How far is the lobby from the self-park lot

                          MEETING ROOMSo Walk the space How long does it take

                          to get to and from roomso What technology is available Are there

                          fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

                          and easy to use Is the room comfortably well lit Can it be darkened

                          o Are temperature controls in the room and easy to use Is the air-conditioning quiet

                          o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

                          o Is adequate space available in or near the meeting rooms for breaks

                          o Does the hotel have in-house or preferred suppliers for AV florals etc

                          o Does the facility have any theme decorations or props you can use Are they free of charge

                          13 EXTRA TIPS 1 Prepare in advance

                          Visit websites 2 Take pictures or video with

                          camera or phone 3 Bring someone along

                          another pair of eyes helps 4 Create a timeline

                          from when you first experienced the property until the day you leave

                          5 Eat a meal at the property and sample on-site catering menus

                          6 Get to know the key employees the general manager concierge director of security chef etc

                          7 Discuss concessions but be ethical honest and realistic about your budget and expectations

                          8 Make an unannounced visit to the property

                          9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

                          10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

                          11 Are any renovations planned Will the work interfere with your meeting

                          12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

                          13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          PYM 2015 | PLANYOURMEETINGSCOM6

                          1 REPORT BACKo Notify all who were involved in the site

                          selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

                          o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

                          2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

                          and precise o Ask a meetings industry attorney to review

                          it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

                          o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

                          o Does it contain cancellation clauses attrition fees etc

                          o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

                          ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

                          o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

                          o Update your meetings reacutesumeacute and double-check details before signing

                          o Make sure your contract is countersigned and dated by all necessary parties

                          3 CHOOSE VENDORSo Ask the facility to recommend

                          vendors if they donrsquot have on-site services or contracts

                          o Check references and talk with people who have used the service provider

                          o Meet with caterers and sample foodo Meet with speakers andor entertainers

                          and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

                          o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

                          payment of charges Is there a discount for paying in advance or within a certain time frame

                          o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

                          o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

                          o Finalize written agreements and follow up with final details

                          o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

                          4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

                          5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

                          and email invitations depending on the preference of your group

                          INDUSTRY WEBSITESbull Asaecenterorg

                          American Society of Association Executives

                          bull Conventionindustryorg Convention Industry Council (CIC)

                          bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

                          bull Gmicglobalorg Green Meeting Industry Council

                          bull Iaap-hqorg International Association of Administrative Professionals

                          bull Isescom International Special Events Society

                          bull Meetingscommunitycom MeCo listserve

                          bull Mpiweborg Meeting Professionals International

                          bull Pcmaorg Professional Convention Management Assn

                          bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

                          bull FacebookcomPlanyourmeetings An online community of meeting professionals

                          bull Sgmporg Society of Government Meeting Planners

                          bull Siteglobalcom Society of Incentive amp Travel Executives

                          FOLLOW THESE 6 STEPS

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          7PLANYOURMEETINGSCOM | PYM 2015

                          o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

                          o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

                          o If no reusable supplies from previous events are available order signs and printed material including nametags

                          o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

                          o Arrange delivery of all meetings material with the event manager

                          o Develop and distribute meeting agenda (include hotel and transportation information)

                          o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

                          o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

                          o Place gift orders wrap and distributeo Make arrangements for post-meeting

                          disposal of items whether they are to be donated recycled or shipped

                          6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

                          IN ADVANCEo Check with the hotel at intervals to review

                          the agreement plans and to make sure things are on schedule

                          o Submit group rooming list to hotel and

                          confirm arrangements three to four weeks out (including menus room setups and special requests)

                          o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

                          o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

                          o Confirm logistical arrangements with other service providers

                          ON-SITEo Hold pre-conference meeting to

                          review detailso Confirm arrival of shipped materials

                          and distributeo Check hotel ldquoreader boardsrdquo for posted

                          times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

                          changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

                          sign banquet checks dailyo Make sure everyone knows whatrsquos

                          acceptable See that either signage in-room screens or registration packets contain information about ground rules

                          AFTER THE MEETINGo Gather room pickup and other

                          reports from facilityo Prepare statistical reports on the

                          meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

                          o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

                          o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

                          6 EXTRA TIPS1 Room rates are the easiest

                          item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

                          2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

                          3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

                          4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

                          5 Be courteous to everyone and make sure your staff is trained to be as well

                          6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          PYM 2015 | PLANYOURMEETINGSCOM8

                          o Get estimates and proposals

                          o Arrange tastings and take photos

                          o Choose catererrestaurant

                          o Sign contract

                          o Pay deposit

                          o Choose format

                          o Finalize menus (include special needs)

                          o Finalize seating deacutecor etc

                          o Take final head count

                          o Arrange for tips and taxes

                          o Arrange transportation and parking

                          NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

                          pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

                          o Ask for references from groups that have held food functions at the facility within the last two months

                          o Find out how far in advance the property will confirm menureception prices

                          o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

                          o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

                          o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

                          o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

                          o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

                          o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

                          o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

                          o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

                          PLAN YOUR FampB

                          DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

                          RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          9PLANYOURMEETINGSCOM | PYM 2015

                          o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

                          o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

                          o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

                          o Make sure properties charge based on actual not estimated consumption

                          o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

                          FRESH IDEASo Put meal coupons in the attendeesrsquo

                          registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

                          o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

                          o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

                          o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

                          o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

                          o Consider an afternoon tea Offer a selection of green teas with finger

                          sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

                          Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

                          o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

                          o Always make sure buffets are double-sided even for smaller groups

                          o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

                          o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

                          o Use props on the tables to tie in to your theme

                          o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

                          o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

                          5 EXTRA TIPS1 Cutlery Rental cutlery

                          goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

                          2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

                          3 Glassware Rent glasses in every shape and size Try different colors

                          4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

                          5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          PYM 2015 | PLANYOURMEETINGSCOM10

                          Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                          o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                          o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                          o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                          o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                          o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                          o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                          Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                          o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                          o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                          o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                          PAY ATTENTION TO ROOM SETUPS

                          7 EXTRA STEPS1 Make sure you take the

                          overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                          2 Attendees should be able to leave the room without disturbing anyone else

                          3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                          4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                          5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                          6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                          7 People learn and feel better in comfortable attractive surroundings keep that in mind

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          11PLANYOURMEETINGSCOM | PYM 2015

                          The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                          1

                          2

                          3

                          4

                          5

                          678

                          9

                          1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                          rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                          2 THEATER SEATING Theater seating maximizes space but it

                          is far less convenient for note-taking or group interaction

                          3 CHEVRON SEATING In this setup chairs are angled toward the

                          front of the room in a V-shape Chevron seating has a friendlier feel

                          4 CONFERENCE SEATING Used for meetings with 30 participants

                          or less all chairs gather around one large table

                          5 U-SHAPE SEATING Also used for small meetings standard

                          banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                          6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                          to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                          7 T-SHAPE SEATING Another small group setup banquet tables

                          are arranged to form a large T giving a sense of having a head table where presenters might be seated

                          8 BANQUET SEATING The standard banquet table is 60 or 72

                          inches in diameter seats eight or 12 people and is nearly always used at food functions

                          9 CRESCENT SEATING Similar to banquet seating but the chairs

                          are placed around one-half or three-quarters of the table Chairs all face the front of the room

                          SEATING PLANS

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          PYM 2015 | PLANYOURMEETINGSCOM12

                          o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                          o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                          o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                          o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                          o Check contingency plans for illness bad weather power outages etc

                          o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                          o Arrange for something to fill in when the band takes a break

                          o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                          o Check access to freight elevators and be sure to leave time for setup

                          and breakdowno Be sure to meet with the on-site

                          technician and make sure you can contact her or him in an emergency

                          o Check all mics and sound levels well before itrsquos time for the speaker

                          o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                          o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                          o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                          o Will speaker provide handout material or need copies made

                          Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                          o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                          o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                          o Have water available at the podiumo Let speakers and other guests know

                          what meetings or events they are invited to attend Are they invited to the awards dinner

                          o Are they willing to offer other services MCing working the floor handling an information booth etc

                          o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                          o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                          o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                          HIRING SPEAKERS amp ENTERTAINMENT

                          SPEAKERS ONLINEbull Thespeakersgroupcom

                          Celebrity speakers and experts Search by price range

                          bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                          bull Nsaspeakerorg National Speakers Association

                          bull Premierespeakerscom International resource for prominent speakers

                          bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                          bull Speakingcom Keynote speakers

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          13PLANYOURMEETINGSCOM | PYM 2015

                          Continued on next page

                          MANAGE YOUR MEETINGo Get organized with the basics a word

                          processor a spreadsheet and a databaseo If you need guidance download

                          free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                          o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                          o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                          o I nvite local press or industry bloggers to attend and cover your event

                          GET CONNECTEDo Make sure you know how attendees

                          can get connected to the Internet on-site and at what cost

                          o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                          o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                          o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                          o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                          o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                          Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                          MAKE IT SNAPPYo Encourage presenters to include YouTube

                          videos and music in PowerPointKeynotePrezi presentations

                          o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                          o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                          SET THE STAGEo Choose a room with adjustable

                          lighting Keep the room light enough to take notes

                          o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                          o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                          o Copy boards let presenters record notes and print them out for attendees

                          o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                          o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                          o Multiple panels can double as video-enhanced scenery projecting one or many background images

                          o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                          o You donrsquot need a screen to project images

                          8 EXTRA TIPS

                          1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                          2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                          3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                          4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                          5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                          6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                          7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                          8 4GLTE cell conections are faster than most Wi-Fi connctions

                          TECHNOLOGY KNOW-HOW

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          PYM 2015 | PLANYOURMEETINGSCOM14

                          The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                          o Consider creating projected 3-D images to interact with speakers or audience

                          o Self-contained roll-up venues are available for outdoor events

                          o Check the presentation sightlines from everywhere in the room

                          o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                          o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                          BE PREPAREDo Walkie-talkies are your best friends

                          All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                          o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                          o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                          o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                          o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                          Continued

                          BY AIRo Whorsquos in charge of booking flights

                          An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                          o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                          o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                          o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                          o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                          o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                          o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                          o Note fees for checked luggage

                          GROUND TRANSPORTATIONo Check with hotels and facilities many

                          have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                          o Arrange limousine (Hummer town car) transfers for VIPs

                          o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                          o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                          and visitors bureau (CVB) about how to

                          GETTING THERE AND BACK

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          15PLANYOURMEETINGSCOM | PYM 2015

                          handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                          o Contact local transportation companies the CVB recommends

                          o Does the city have a public transportation system that would be useful Are group fares or charters available

                          o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                          o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                          o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                          o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                          equipped vehicles if neededo If venues are within walking distance

                          give attendees maps

                          BE PREPAREDo Make sure the vendor carries adequate

                          insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                          is responsible for whato Have passenger lists to check so no one gets

                          left behindo Keep shuttle vans stocked with water and

                          light snacks especially if attendees will be getting on and off more than once a day

                          o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                          o If attendees will have bags with them make sure shuttles have ample storage space

                          o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                          PREPARE THEMo Keep attendees informed about what they

                          should expect before they arrive o Whatrsquos the weather like What activities

                          are planned Will they need sensible shoes What should they pack

                          o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                          o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                          o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                          o Donrsquot ever assume attendees know where theyrsquore supposed to be

                          o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                          Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                          Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                          Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                          For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                          7 SAFETY TIPS1 Gather a list of emergency

                          contact numbers from the local CVB and notify authorities when your group will be in town

                          2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                          3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                          5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                          6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                          7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                          • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                          • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                          • Pathable 85x11 adpdf
                          • X-Bytes adpdf
                          • Topi adpdf
                          • PYM Practical Guide to Meeting Planning 2014 r1pdf

                            3PLANYOURMEETINGSCOM | PYM 2015

                            VENUEo Meeting or event space rentalo Room setupbreakdown costso Equipment rental and setupso Taxes and gratuities

                            ACCOMMODATIONSo Roomso Hospitality suiteo Taxes and gratuitieso Other fees (read the contract carefully)

                            FOOD amp BEVERAGEo Per-person food costso Beverageso Breakso Setupcleanupo Staffo Taxes and gratuitieso Fees (read the BEOs carefully)

                            PRINTINGDIGITAL COMMUNICATIONo Invitationsconfirmation cardso Websitesocial networkso Meetingpre-registration kito Online registrationo Agendaso Handout copieso Signage banners ticketso Internet

                            AUDIOVISUALo Computer rentalso AV equipmento Other technologyo Setupbreakdown fees o Gratuities

                            PROGRAMSROGRAMSo Field tripso Tour guideso Team-buildingo Sports feeso Health club feeso Gratuities

                            SPECIAL SERVICESo Decorationsfloralspropso Messengerso Photographerso Entertainmento Speakersrsquo fees and gifts o Linenslaundry

                            TRANSPORTATIONo Airfareo Taxis or limos from airporto Shuttleso Parkingo Valeto Gratuitieso Other

                            ADMINISTRATIONo Accounting serviceso Advertising and promotiono Insuranceo Legal serviceso Postageshipping o Securityo Staffingo Supplies (notepads nametags etc)o Telephoneo Gratuities o Other

                            The meeting budget is an estimate of expenses and anticipated income (if your event is profit-driven) It provides financial control and accountability Armed with the meetingrsquos objectives you can begin to develop a worksheet covering all categories Reviewing last yearrsquos budget if available will make your job easier

                            DEVELOP THE BUDGET

                            LIST ALL FIXED AND VARIABLE COSTS

                            o Audio tapes books videoso Event feeso Exhibitorso Grantso WebMobile advertising

                            o Product saleso Program advertisingo Sponsorso Other

                            LIST ALL REVENUES

                            8 EXTRA TIPS1 Keep track of how

                            you arrived at each budgeted item

                            2 Allow contingencies for the unexpected (about 10 percent

                            to 15 percent) 3 Have a credit card with the

                            right limits on it Discuss payment with all venues ahead of time and make sure the staff knows who gets the bill

                            4 Have cash on hand for tips and other emergencies

                            5 Make sure to keep track of actual costs against budgeted costs for each line item in a spreadsheet

                            6 Keeping track of how much money yoursquove saved helps prove your worth to the company

                            7 Keeping track of how much money your group spends on hotels incidentals and FampB can prove the worth of your business

                            8 Keeping track of how much business your attendees have given past exhibitors and sponsors will help prove the value of your event

                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                            PYM 2015 | PLANYOURMEETINGSCOM4

                            AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

                            offering special guest services Business center printing free Wi-Fi etc

                            o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

                            o What attractions are on-site or nearby

                            FOOD amp BEVERAGEo What are the standard group offerings for

                            meals and breaks Can menus be created or tailored to your group (Collect menus)

                            o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

                            o What are the local liquor lawso What on-site dining venues are available

                            Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

                            BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

                            o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

                            o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

                            After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

                            o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

                            o Company information (name address website phone and fax)

                            o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

                            number of rooms neededo Preferred location of event (city state and

                            area of town)o Venue requirements (hotel resort special

                            facility restaurant etc)o Type of event (meeting wedding social

                            reception product launch etc)

                            o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

                            o Offon-site requirements (caterer entertainment and setup)

                            o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

                            o ADA requirements (shuttles ramps parking etc)

                            o Time requirements (deadlines for proposals deposits vendors etc)

                            o Estimated budget (includes money allocated for event FampB venue travel AV etc)

                            o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

                            INCLUDE THE FOLLOWING

                            PREPARE THE RFP(REQUEST FOR PROPOSAL)

                            DO SITE INSPECTIONS

                            SAVE TIME MONEY1 Visit Ezcompymzen and

                            read about our innovative solution to the pain of sourcing venues

                            2 Follow the links to our intuitive RFP builder

                            3 Search comprehensive list of venues Select favorites Compare side by side

                            4 Click to submit RFPs 5 Receive bids within a few

                            hours Select winner6 As you go to contracting

                            phase other bidders are notified and thanked

                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                            5PLANYOURMEETINGSCOM | PYM 2015

                            GUEST ROOMSo What is the total number and type of

                            rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

                            o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

                            o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

                            o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

                            o How many complimentary rooms are issued for units occupied before during and after the meeting dates

                            o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

                            o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

                            o Ask if the rates apply to children staying in the same room

                            o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

                            o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

                            o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

                            shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

                            THE LOBBYo Are the front-of-house staff (doormen

                            concierge reception etc) efficient and friendly

                            o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

                            o Is the lobby inviting Check the cleanliness of public restrooms

                            o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

                            o How far is the lobby from the self-park lot

                            MEETING ROOMSo Walk the space How long does it take

                            to get to and from roomso What technology is available Are there

                            fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

                            and easy to use Is the room comfortably well lit Can it be darkened

                            o Are temperature controls in the room and easy to use Is the air-conditioning quiet

                            o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

                            o Is adequate space available in or near the meeting rooms for breaks

                            o Does the hotel have in-house or preferred suppliers for AV florals etc

                            o Does the facility have any theme decorations or props you can use Are they free of charge

                            13 EXTRA TIPS 1 Prepare in advance

                            Visit websites 2 Take pictures or video with

                            camera or phone 3 Bring someone along

                            another pair of eyes helps 4 Create a timeline

                            from when you first experienced the property until the day you leave

                            5 Eat a meal at the property and sample on-site catering menus

                            6 Get to know the key employees the general manager concierge director of security chef etc

                            7 Discuss concessions but be ethical honest and realistic about your budget and expectations

                            8 Make an unannounced visit to the property

                            9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

                            10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

                            11 Are any renovations planned Will the work interfere with your meeting

                            12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

                            13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                            PYM 2015 | PLANYOURMEETINGSCOM6

                            1 REPORT BACKo Notify all who were involved in the site

                            selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

                            o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

                            2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

                            and precise o Ask a meetings industry attorney to review

                            it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

                            o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

                            o Does it contain cancellation clauses attrition fees etc

                            o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

                            ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

                            o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

                            o Update your meetings reacutesumeacute and double-check details before signing

                            o Make sure your contract is countersigned and dated by all necessary parties

                            3 CHOOSE VENDORSo Ask the facility to recommend

                            vendors if they donrsquot have on-site services or contracts

                            o Check references and talk with people who have used the service provider

                            o Meet with caterers and sample foodo Meet with speakers andor entertainers

                            and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

                            o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

                            payment of charges Is there a discount for paying in advance or within a certain time frame

                            o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

                            o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

                            o Finalize written agreements and follow up with final details

                            o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

                            4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

                            5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

                            and email invitations depending on the preference of your group

                            INDUSTRY WEBSITESbull Asaecenterorg

                            American Society of Association Executives

                            bull Conventionindustryorg Convention Industry Council (CIC)

                            bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

                            bull Gmicglobalorg Green Meeting Industry Council

                            bull Iaap-hqorg International Association of Administrative Professionals

                            bull Isescom International Special Events Society

                            bull Meetingscommunitycom MeCo listserve

                            bull Mpiweborg Meeting Professionals International

                            bull Pcmaorg Professional Convention Management Assn

                            bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

                            bull FacebookcomPlanyourmeetings An online community of meeting professionals

                            bull Sgmporg Society of Government Meeting Planners

                            bull Siteglobalcom Society of Incentive amp Travel Executives

                            FOLLOW THESE 6 STEPS

                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                            7PLANYOURMEETINGSCOM | PYM 2015

                            o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

                            o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

                            o If no reusable supplies from previous events are available order signs and printed material including nametags

                            o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

                            o Arrange delivery of all meetings material with the event manager

                            o Develop and distribute meeting agenda (include hotel and transportation information)

                            o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

                            o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

                            o Place gift orders wrap and distributeo Make arrangements for post-meeting

                            disposal of items whether they are to be donated recycled or shipped

                            6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

                            IN ADVANCEo Check with the hotel at intervals to review

                            the agreement plans and to make sure things are on schedule

                            o Submit group rooming list to hotel and

                            confirm arrangements three to four weeks out (including menus room setups and special requests)

                            o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

                            o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

                            o Confirm logistical arrangements with other service providers

                            ON-SITEo Hold pre-conference meeting to

                            review detailso Confirm arrival of shipped materials

                            and distributeo Check hotel ldquoreader boardsrdquo for posted

                            times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

                            changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

                            sign banquet checks dailyo Make sure everyone knows whatrsquos

                            acceptable See that either signage in-room screens or registration packets contain information about ground rules

                            AFTER THE MEETINGo Gather room pickup and other

                            reports from facilityo Prepare statistical reports on the

                            meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

                            o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

                            o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

                            6 EXTRA TIPS1 Room rates are the easiest

                            item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

                            2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

                            3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

                            4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

                            5 Be courteous to everyone and make sure your staff is trained to be as well

                            6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                            PYM 2015 | PLANYOURMEETINGSCOM8

                            o Get estimates and proposals

                            o Arrange tastings and take photos

                            o Choose catererrestaurant

                            o Sign contract

                            o Pay deposit

                            o Choose format

                            o Finalize menus (include special needs)

                            o Finalize seating deacutecor etc

                            o Take final head count

                            o Arrange for tips and taxes

                            o Arrange transportation and parking

                            NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

                            pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

                            o Ask for references from groups that have held food functions at the facility within the last two months

                            o Find out how far in advance the property will confirm menureception prices

                            o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

                            o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

                            o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

                            o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

                            o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

                            o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

                            o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

                            o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

                            PLAN YOUR FampB

                            DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

                            RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                            9PLANYOURMEETINGSCOM | PYM 2015

                            o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

                            o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

                            o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

                            o Make sure properties charge based on actual not estimated consumption

                            o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

                            FRESH IDEASo Put meal coupons in the attendeesrsquo

                            registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

                            o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

                            o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

                            o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

                            o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

                            o Consider an afternoon tea Offer a selection of green teas with finger

                            sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

                            Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

                            o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

                            o Always make sure buffets are double-sided even for smaller groups

                            o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

                            o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

                            o Use props on the tables to tie in to your theme

                            o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

                            o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

                            5 EXTRA TIPS1 Cutlery Rental cutlery

                            goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

                            2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

                            3 Glassware Rent glasses in every shape and size Try different colors

                            4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

                            5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                            PYM 2015 | PLANYOURMEETINGSCOM10

                            Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                            o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                            o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                            o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                            o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                            o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                            o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                            Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                            o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                            o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                            o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                            PAY ATTENTION TO ROOM SETUPS

                            7 EXTRA STEPS1 Make sure you take the

                            overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                            2 Attendees should be able to leave the room without disturbing anyone else

                            3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                            4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                            5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                            6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                            7 People learn and feel better in comfortable attractive surroundings keep that in mind

                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                            11PLANYOURMEETINGSCOM | PYM 2015

                            The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                            1

                            2

                            3

                            4

                            5

                            678

                            9

                            1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                            rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                            2 THEATER SEATING Theater seating maximizes space but it

                            is far less convenient for note-taking or group interaction

                            3 CHEVRON SEATING In this setup chairs are angled toward the

                            front of the room in a V-shape Chevron seating has a friendlier feel

                            4 CONFERENCE SEATING Used for meetings with 30 participants

                            or less all chairs gather around one large table

                            5 U-SHAPE SEATING Also used for small meetings standard

                            banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                            6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                            to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                            7 T-SHAPE SEATING Another small group setup banquet tables

                            are arranged to form a large T giving a sense of having a head table where presenters might be seated

                            8 BANQUET SEATING The standard banquet table is 60 or 72

                            inches in diameter seats eight or 12 people and is nearly always used at food functions

                            9 CRESCENT SEATING Similar to banquet seating but the chairs

                            are placed around one-half or three-quarters of the table Chairs all face the front of the room

                            SEATING PLANS

                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                            PYM 2015 | PLANYOURMEETINGSCOM12

                            o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                            o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                            o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                            o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                            o Check contingency plans for illness bad weather power outages etc

                            o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                            o Arrange for something to fill in when the band takes a break

                            o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                            o Check access to freight elevators and be sure to leave time for setup

                            and breakdowno Be sure to meet with the on-site

                            technician and make sure you can contact her or him in an emergency

                            o Check all mics and sound levels well before itrsquos time for the speaker

                            o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                            o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                            o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                            o Will speaker provide handout material or need copies made

                            Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                            o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                            o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                            o Have water available at the podiumo Let speakers and other guests know

                            what meetings or events they are invited to attend Are they invited to the awards dinner

                            o Are they willing to offer other services MCing working the floor handling an information booth etc

                            o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                            o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                            o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                            HIRING SPEAKERS amp ENTERTAINMENT

                            SPEAKERS ONLINEbull Thespeakersgroupcom

                            Celebrity speakers and experts Search by price range

                            bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                            bull Nsaspeakerorg National Speakers Association

                            bull Premierespeakerscom International resource for prominent speakers

                            bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                            bull Speakingcom Keynote speakers

                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                            13PLANYOURMEETINGSCOM | PYM 2015

                            Continued on next page

                            MANAGE YOUR MEETINGo Get organized with the basics a word

                            processor a spreadsheet and a databaseo If you need guidance download

                            free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                            o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                            o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                            o I nvite local press or industry bloggers to attend and cover your event

                            GET CONNECTEDo Make sure you know how attendees

                            can get connected to the Internet on-site and at what cost

                            o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                            o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                            o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                            o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                            o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                            Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                            MAKE IT SNAPPYo Encourage presenters to include YouTube

                            videos and music in PowerPointKeynotePrezi presentations

                            o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                            o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                            SET THE STAGEo Choose a room with adjustable

                            lighting Keep the room light enough to take notes

                            o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                            o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                            o Copy boards let presenters record notes and print them out for attendees

                            o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                            o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                            o Multiple panels can double as video-enhanced scenery projecting one or many background images

                            o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                            o You donrsquot need a screen to project images

                            8 EXTRA TIPS

                            1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                            2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                            3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                            4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                            5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                            6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                            7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                            8 4GLTE cell conections are faster than most Wi-Fi connctions

                            TECHNOLOGY KNOW-HOW

                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                            PYM 2015 | PLANYOURMEETINGSCOM14

                            The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                            o Consider creating projected 3-D images to interact with speakers or audience

                            o Self-contained roll-up venues are available for outdoor events

                            o Check the presentation sightlines from everywhere in the room

                            o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                            o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                            BE PREPAREDo Walkie-talkies are your best friends

                            All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                            o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                            o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                            o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                            o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                            Continued

                            BY AIRo Whorsquos in charge of booking flights

                            An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                            o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                            o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                            o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                            o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                            o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                            o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                            o Note fees for checked luggage

                            GROUND TRANSPORTATIONo Check with hotels and facilities many

                            have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                            o Arrange limousine (Hummer town car) transfers for VIPs

                            o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                            o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                            and visitors bureau (CVB) about how to

                            GETTING THERE AND BACK

                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                            15PLANYOURMEETINGSCOM | PYM 2015

                            handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                            o Contact local transportation companies the CVB recommends

                            o Does the city have a public transportation system that would be useful Are group fares or charters available

                            o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                            o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                            o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                            o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                            equipped vehicles if neededo If venues are within walking distance

                            give attendees maps

                            BE PREPAREDo Make sure the vendor carries adequate

                            insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                            is responsible for whato Have passenger lists to check so no one gets

                            left behindo Keep shuttle vans stocked with water and

                            light snacks especially if attendees will be getting on and off more than once a day

                            o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                            o If attendees will have bags with them make sure shuttles have ample storage space

                            o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                            PREPARE THEMo Keep attendees informed about what they

                            should expect before they arrive o Whatrsquos the weather like What activities

                            are planned Will they need sensible shoes What should they pack

                            o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                            o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                            o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                            o Donrsquot ever assume attendees know where theyrsquore supposed to be

                            o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                            Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                            Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                            Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                            For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                            7 SAFETY TIPS1 Gather a list of emergency

                            contact numbers from the local CVB and notify authorities when your group will be in town

                            2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                            3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                            5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                            6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                            7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                            • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                            • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                            • Pathable 85x11 adpdf
                            • X-Bytes adpdf
                            • Topi adpdf
                            • PYM Practical Guide to Meeting Planning 2014 r1pdf

                              PYM 2015 | PLANYOURMEETINGSCOM4

                              AMENITIESo What ldquogreenrdquoCSR initiatives are in placeo Does the hotel have executiveclub floors

                              offering special guest services Business center printing free Wi-Fi etc

                              o Is there a pool health club andor a spa Are they complimentary Are group rates available What are treatments and prices

                              o What attractions are on-site or nearby

                              FOOD amp BEVERAGEo What are the standard group offerings for

                              meals and breaks Can menus be created or tailored to your group (Collect menus)

                              o Are taxes and gratuities included in FampB costs Are extra charges applied for events that run over schedule

                              o What are the local liquor lawso What on-site dining venues are available

                              Go through the RFPs yoursquove gotten back and eliminate the vendors and properties that wonrsquot work Schedule site inspections with your top prospects Ask questions Take notes

                              BASIC INFORMATION NEEDEDo Name of hotel or venueo All contact persons with informationo Cancellation policyo Fees

                              o Deposit requiredo Group rate for roomso Meeting room rateso Banquet facilities and menus

                              o On-site caterero Business serviceso Audiovisual serviceso Parkingo Bandwidthconnectivity

                              After you establish the meetingrsquos goals outline the agenda and know the budget you are ready to approach meeting facilities with a request for proposal (You are asking them to bid on your requirements) RFPs can be completed online using meetings-specific software through a CVB or over the phone Whatever method you use be specific An RFP can be one to 10 pages but make sure it is clean clear and precise This document represents you your company and your reputation It is paramount to be ethical remember you want to foster long-term relationships Respond to vendors in a timely fashion and be flexible

                              o Contact information (name title address phone fax and email) and preferred method of communication (phone email)

                              o Company information (name address website phone and fax)

                              o Event dates and alternative dateso Event start and end timeo Number of attendees and if property

                              number of rooms neededo Preferred location of event (city state and

                              area of town)o Venue requirements (hotel resort special

                              facility restaurant etc)o Type of event (meeting wedding social

                              reception product launch etc)

                              o Food and beverage requirements (passed hors drsquooeuvres buffet seated etc)

                              o Offon-site requirements (caterer entertainment and setup)

                              o Audiovisual requirements (sound stage lighting screen microphone laptop etc)

                              o ADA requirements (shuttles ramps parking etc)

                              o Time requirements (deadlines for proposals deposits vendors etc)

                              o Estimated budget (includes money allocated for event FampB venue travel AV etc)

                              o Additional details (sustainabilityCSR initiatives breakout rooms patterns etc)

                              INCLUDE THE FOLLOWING

                              PREPARE THE RFP(REQUEST FOR PROPOSAL)

                              DO SITE INSPECTIONS

                              SAVE TIME MONEY1 Visit Ezcompymzen and

                              read about our innovative solution to the pain of sourcing venues

                              2 Follow the links to our intuitive RFP builder

                              3 Search comprehensive list of venues Select favorites Compare side by side

                              4 Click to submit RFPs 5 Receive bids within a few

                              hours Select winner6 As you go to contracting

                              phase other bidders are notified and thanked

                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                              5PLANYOURMEETINGSCOM | PYM 2015

                              GUEST ROOMSo What is the total number and type of

                              rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

                              o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

                              o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

                              o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

                              o How many complimentary rooms are issued for units occupied before during and after the meeting dates

                              o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

                              o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

                              o Ask if the rates apply to children staying in the same room

                              o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

                              o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

                              o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

                              shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

                              THE LOBBYo Are the front-of-house staff (doormen

                              concierge reception etc) efficient and friendly

                              o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

                              o Is the lobby inviting Check the cleanliness of public restrooms

                              o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

                              o How far is the lobby from the self-park lot

                              MEETING ROOMSo Walk the space How long does it take

                              to get to and from roomso What technology is available Are there

                              fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

                              and easy to use Is the room comfortably well lit Can it be darkened

                              o Are temperature controls in the room and easy to use Is the air-conditioning quiet

                              o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

                              o Is adequate space available in or near the meeting rooms for breaks

                              o Does the hotel have in-house or preferred suppliers for AV florals etc

                              o Does the facility have any theme decorations or props you can use Are they free of charge

                              13 EXTRA TIPS 1 Prepare in advance

                              Visit websites 2 Take pictures or video with

                              camera or phone 3 Bring someone along

                              another pair of eyes helps 4 Create a timeline

                              from when you first experienced the property until the day you leave

                              5 Eat a meal at the property and sample on-site catering menus

                              6 Get to know the key employees the general manager concierge director of security chef etc

                              7 Discuss concessions but be ethical honest and realistic about your budget and expectations

                              8 Make an unannounced visit to the property

                              9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

                              10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

                              11 Are any renovations planned Will the work interfere with your meeting

                              12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

                              13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                              PYM 2015 | PLANYOURMEETINGSCOM6

                              1 REPORT BACKo Notify all who were involved in the site

                              selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

                              o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

                              2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

                              and precise o Ask a meetings industry attorney to review

                              it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

                              o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

                              o Does it contain cancellation clauses attrition fees etc

                              o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

                              ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

                              o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

                              o Update your meetings reacutesumeacute and double-check details before signing

                              o Make sure your contract is countersigned and dated by all necessary parties

                              3 CHOOSE VENDORSo Ask the facility to recommend

                              vendors if they donrsquot have on-site services or contracts

                              o Check references and talk with people who have used the service provider

                              o Meet with caterers and sample foodo Meet with speakers andor entertainers

                              and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

                              o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

                              payment of charges Is there a discount for paying in advance or within a certain time frame

                              o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

                              o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

                              o Finalize written agreements and follow up with final details

                              o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

                              4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

                              5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

                              and email invitations depending on the preference of your group

                              INDUSTRY WEBSITESbull Asaecenterorg

                              American Society of Association Executives

                              bull Conventionindustryorg Convention Industry Council (CIC)

                              bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

                              bull Gmicglobalorg Green Meeting Industry Council

                              bull Iaap-hqorg International Association of Administrative Professionals

                              bull Isescom International Special Events Society

                              bull Meetingscommunitycom MeCo listserve

                              bull Mpiweborg Meeting Professionals International

                              bull Pcmaorg Professional Convention Management Assn

                              bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

                              bull FacebookcomPlanyourmeetings An online community of meeting professionals

                              bull Sgmporg Society of Government Meeting Planners

                              bull Siteglobalcom Society of Incentive amp Travel Executives

                              FOLLOW THESE 6 STEPS

                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                              7PLANYOURMEETINGSCOM | PYM 2015

                              o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

                              o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

                              o If no reusable supplies from previous events are available order signs and printed material including nametags

                              o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

                              o Arrange delivery of all meetings material with the event manager

                              o Develop and distribute meeting agenda (include hotel and transportation information)

                              o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

                              o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

                              o Place gift orders wrap and distributeo Make arrangements for post-meeting

                              disposal of items whether they are to be donated recycled or shipped

                              6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

                              IN ADVANCEo Check with the hotel at intervals to review

                              the agreement plans and to make sure things are on schedule

                              o Submit group rooming list to hotel and

                              confirm arrangements three to four weeks out (including menus room setups and special requests)

                              o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

                              o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

                              o Confirm logistical arrangements with other service providers

                              ON-SITEo Hold pre-conference meeting to

                              review detailso Confirm arrival of shipped materials

                              and distributeo Check hotel ldquoreader boardsrdquo for posted

                              times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

                              changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

                              sign banquet checks dailyo Make sure everyone knows whatrsquos

                              acceptable See that either signage in-room screens or registration packets contain information about ground rules

                              AFTER THE MEETINGo Gather room pickup and other

                              reports from facilityo Prepare statistical reports on the

                              meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

                              o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

                              o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

                              6 EXTRA TIPS1 Room rates are the easiest

                              item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

                              2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

                              3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

                              4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

                              5 Be courteous to everyone and make sure your staff is trained to be as well

                              6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                              PYM 2015 | PLANYOURMEETINGSCOM8

                              o Get estimates and proposals

                              o Arrange tastings and take photos

                              o Choose catererrestaurant

                              o Sign contract

                              o Pay deposit

                              o Choose format

                              o Finalize menus (include special needs)

                              o Finalize seating deacutecor etc

                              o Take final head count

                              o Arrange for tips and taxes

                              o Arrange transportation and parking

                              NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

                              pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

                              o Ask for references from groups that have held food functions at the facility within the last two months

                              o Find out how far in advance the property will confirm menureception prices

                              o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

                              o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

                              o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

                              o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

                              o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

                              o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

                              o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

                              o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

                              PLAN YOUR FampB

                              DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

                              RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                              9PLANYOURMEETINGSCOM | PYM 2015

                              o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

                              o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

                              o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

                              o Make sure properties charge based on actual not estimated consumption

                              o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

                              FRESH IDEASo Put meal coupons in the attendeesrsquo

                              registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

                              o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

                              o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

                              o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

                              o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

                              o Consider an afternoon tea Offer a selection of green teas with finger

                              sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

                              Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

                              o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

                              o Always make sure buffets are double-sided even for smaller groups

                              o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

                              o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

                              o Use props on the tables to tie in to your theme

                              o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

                              o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

                              5 EXTRA TIPS1 Cutlery Rental cutlery

                              goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

                              2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

                              3 Glassware Rent glasses in every shape and size Try different colors

                              4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

                              5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                              PYM 2015 | PLANYOURMEETINGSCOM10

                              Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                              o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                              o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                              o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                              o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                              o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                              o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                              Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                              o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                              o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                              o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                              PAY ATTENTION TO ROOM SETUPS

                              7 EXTRA STEPS1 Make sure you take the

                              overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                              2 Attendees should be able to leave the room without disturbing anyone else

                              3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                              4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                              5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                              6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                              7 People learn and feel better in comfortable attractive surroundings keep that in mind

                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                              11PLANYOURMEETINGSCOM | PYM 2015

                              The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                              1

                              2

                              3

                              4

                              5

                              678

                              9

                              1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                              rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                              2 THEATER SEATING Theater seating maximizes space but it

                              is far less convenient for note-taking or group interaction

                              3 CHEVRON SEATING In this setup chairs are angled toward the

                              front of the room in a V-shape Chevron seating has a friendlier feel

                              4 CONFERENCE SEATING Used for meetings with 30 participants

                              or less all chairs gather around one large table

                              5 U-SHAPE SEATING Also used for small meetings standard

                              banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                              6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                              to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                              7 T-SHAPE SEATING Another small group setup banquet tables

                              are arranged to form a large T giving a sense of having a head table where presenters might be seated

                              8 BANQUET SEATING The standard banquet table is 60 or 72

                              inches in diameter seats eight or 12 people and is nearly always used at food functions

                              9 CRESCENT SEATING Similar to banquet seating but the chairs

                              are placed around one-half or three-quarters of the table Chairs all face the front of the room

                              SEATING PLANS

                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                              PYM 2015 | PLANYOURMEETINGSCOM12

                              o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                              o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                              o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                              o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                              o Check contingency plans for illness bad weather power outages etc

                              o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                              o Arrange for something to fill in when the band takes a break

                              o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                              o Check access to freight elevators and be sure to leave time for setup

                              and breakdowno Be sure to meet with the on-site

                              technician and make sure you can contact her or him in an emergency

                              o Check all mics and sound levels well before itrsquos time for the speaker

                              o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                              o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                              o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                              o Will speaker provide handout material or need copies made

                              Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                              o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                              o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                              o Have water available at the podiumo Let speakers and other guests know

                              what meetings or events they are invited to attend Are they invited to the awards dinner

                              o Are they willing to offer other services MCing working the floor handling an information booth etc

                              o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                              o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                              o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                              HIRING SPEAKERS amp ENTERTAINMENT

                              SPEAKERS ONLINEbull Thespeakersgroupcom

                              Celebrity speakers and experts Search by price range

                              bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                              bull Nsaspeakerorg National Speakers Association

                              bull Premierespeakerscom International resource for prominent speakers

                              bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                              bull Speakingcom Keynote speakers

                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                              13PLANYOURMEETINGSCOM | PYM 2015

                              Continued on next page

                              MANAGE YOUR MEETINGo Get organized with the basics a word

                              processor a spreadsheet and a databaseo If you need guidance download

                              free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                              o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                              o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                              o I nvite local press or industry bloggers to attend and cover your event

                              GET CONNECTEDo Make sure you know how attendees

                              can get connected to the Internet on-site and at what cost

                              o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                              o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                              o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                              o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                              o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                              Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                              MAKE IT SNAPPYo Encourage presenters to include YouTube

                              videos and music in PowerPointKeynotePrezi presentations

                              o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                              o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                              SET THE STAGEo Choose a room with adjustable

                              lighting Keep the room light enough to take notes

                              o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                              o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                              o Copy boards let presenters record notes and print them out for attendees

                              o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                              o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                              o Multiple panels can double as video-enhanced scenery projecting one or many background images

                              o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                              o You donrsquot need a screen to project images

                              8 EXTRA TIPS

                              1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                              2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                              3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                              4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                              5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                              6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                              7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                              8 4GLTE cell conections are faster than most Wi-Fi connctions

                              TECHNOLOGY KNOW-HOW

                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                              PYM 2015 | PLANYOURMEETINGSCOM14

                              The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                              o Consider creating projected 3-D images to interact with speakers or audience

                              o Self-contained roll-up venues are available for outdoor events

                              o Check the presentation sightlines from everywhere in the room

                              o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                              o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                              BE PREPAREDo Walkie-talkies are your best friends

                              All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                              o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                              o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                              o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                              o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                              Continued

                              BY AIRo Whorsquos in charge of booking flights

                              An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                              o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                              o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                              o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                              o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                              o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                              o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                              o Note fees for checked luggage

                              GROUND TRANSPORTATIONo Check with hotels and facilities many

                              have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                              o Arrange limousine (Hummer town car) transfers for VIPs

                              o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                              o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                              and visitors bureau (CVB) about how to

                              GETTING THERE AND BACK

                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                              15PLANYOURMEETINGSCOM | PYM 2015

                              handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                              o Contact local transportation companies the CVB recommends

                              o Does the city have a public transportation system that would be useful Are group fares or charters available

                              o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                              o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                              o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                              o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                              equipped vehicles if neededo If venues are within walking distance

                              give attendees maps

                              BE PREPAREDo Make sure the vendor carries adequate

                              insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                              is responsible for whato Have passenger lists to check so no one gets

                              left behindo Keep shuttle vans stocked with water and

                              light snacks especially if attendees will be getting on and off more than once a day

                              o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                              o If attendees will have bags with them make sure shuttles have ample storage space

                              o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                              PREPARE THEMo Keep attendees informed about what they

                              should expect before they arrive o Whatrsquos the weather like What activities

                              are planned Will they need sensible shoes What should they pack

                              o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                              o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                              o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                              o Donrsquot ever assume attendees know where theyrsquore supposed to be

                              o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                              Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                              Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                              Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                              For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                              7 SAFETY TIPS1 Gather a list of emergency

                              contact numbers from the local CVB and notify authorities when your group will be in town

                              2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                              3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                              5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                              6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                              7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                              • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                              • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                              • Pathable 85x11 adpdf
                              • X-Bytes adpdf
                              • Topi adpdf
                              • PYM Practical Guide to Meeting Planning 2014 r1pdf

                                5PLANYOURMEETINGSCOM | PYM 2015

                                GUEST ROOMSo What is the total number and type of

                                rooms in the hotel and the maximum number that can be committed to the meeting What are the room categories (nonsmoking ocean-view etc) and how many are available in each category Are smoking rooms close to nonsmoking or are there nonsmoking floors

                                o Determine the cut-off date for room reservations and room blocks as well as check-incheck-out times Will rooms be available for early arrivals and late departures Establish how many days before and after the official meeting dates special lodging rates apply

                                o What are the guarantee and deposit requirements What is the refund policy for cancellationsattrition

                                o If confirmed rooms are not available will property provide overflow housing at a comparable property for the conference rate and provide free transportation between the properties

                                o How many complimentary rooms are issued for units occupied before during and after the meeting dates

                                o Specify the number of rooms needed for staff speakers and VIPs Ask what the criteria are for obtaining free more discounted or higher-quality rooms

                                o Request the rate structure for both single and double occupancy with and without taxes Be sure there is an understanding about how sales and use taxes will be billed or avoided

                                o Ask if the rates apply to children staying in the same room

                                o Review services such as hotcontinental breakfasts newspapers Internet access resort amenities local phone calls etc Negotiate to have them included at no extra cost

                                o Ask whether there is space available to store luggage after checkout but before departure from the conference (This service should be provided free)

                                o Inspect the guest rooms Are they comfortable and clean Is the furniture in good condition Is there balcony furniture Are the bathroom fixtures modern Are robes and other amenities (bottled water

                                shampoo hair dryers irons etc) provided Do rooms offer adequate lighting (check and make sure light bulbs are working) closet space and hangers Are the rooms wired for Internet access What services does the TV offer (DVD conference news Web access)

                                THE LOBBYo Are the front-of-house staff (doormen

                                concierge reception etc) efficient and friendly

                                o Is the registration desk easy to find Is there staff to handle busy check-incheck-out times for major groups Is there a separate group check-in area

                                o Is the lobby inviting Check the cleanliness of public restrooms

                                o Check the availability and location of guest services such as ATM machines gift shop safety deposit boxes etc

                                o How far is the lobby from the self-park lot

                                MEETING ROOMSo Walk the space How long does it take

                                to get to and from roomso What technology is available Are there

                                fees for not using in-house AVo Are rooms adequately soundproofedo Are lighting controls in the room

                                and easy to use Is the room comfortably well lit Can it be darkened

                                o Are temperature controls in the room and easy to use Is the air-conditioning quiet

                                o Do meeting rooms have high ceilings Are columns or obstructions a concern Can rooms be set up in the seating styles required

                                o Is adequate space available in or near the meeting rooms for breaks

                                o Does the hotel have in-house or preferred suppliers for AV florals etc

                                o Does the facility have any theme decorations or props you can use Are they free of charge

                                13 EXTRA TIPS 1 Prepare in advance

                                Visit websites 2 Take pictures or video with

                                camera or phone 3 Bring someone along

                                another pair of eyes helps 4 Create a timeline

                                from when you first experienced the property until the day you leave

                                5 Eat a meal at the property and sample on-site catering menus

                                6 Get to know the key employees the general manager concierge director of security chef etc

                                7 Discuss concessions but be ethical honest and realistic about your budget and expectations

                                8 Make an unannounced visit to the property

                                9 Stay overnight Order late-night and early-morning room service Arrange a wake-up call and keep a checklist of all services

                                10 Use speedtestnet to test Internet speed and bandwidth in rooms and meeting space

                                11 Are any renovations planned Will the work interfere with your meeting

                                12 If yoursquore visiting an unfamiliar city also schedule tastings with potential caterers and meetings with other suppliers as well

                                13 you cant attend a site visit in person see if you can find a local planner through an online community like PYM or MeCo or an association like MPI to do the inspection and send you their notesimpressions

                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                PYM 2015 | PLANYOURMEETINGSCOM6

                                1 REPORT BACKo Notify all who were involved in the site

                                selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

                                o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

                                2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

                                and precise o Ask a meetings industry attorney to review

                                it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

                                o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

                                o Does it contain cancellation clauses attrition fees etc

                                o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

                                ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

                                o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

                                o Update your meetings reacutesumeacute and double-check details before signing

                                o Make sure your contract is countersigned and dated by all necessary parties

                                3 CHOOSE VENDORSo Ask the facility to recommend

                                vendors if they donrsquot have on-site services or contracts

                                o Check references and talk with people who have used the service provider

                                o Meet with caterers and sample foodo Meet with speakers andor entertainers

                                and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

                                o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

                                payment of charges Is there a discount for paying in advance or within a certain time frame

                                o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

                                o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

                                o Finalize written agreements and follow up with final details

                                o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

                                4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

                                5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

                                and email invitations depending on the preference of your group

                                INDUSTRY WEBSITESbull Asaecenterorg

                                American Society of Association Executives

                                bull Conventionindustryorg Convention Industry Council (CIC)

                                bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

                                bull Gmicglobalorg Green Meeting Industry Council

                                bull Iaap-hqorg International Association of Administrative Professionals

                                bull Isescom International Special Events Society

                                bull Meetingscommunitycom MeCo listserve

                                bull Mpiweborg Meeting Professionals International

                                bull Pcmaorg Professional Convention Management Assn

                                bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

                                bull FacebookcomPlanyourmeetings An online community of meeting professionals

                                bull Sgmporg Society of Government Meeting Planners

                                bull Siteglobalcom Society of Incentive amp Travel Executives

                                FOLLOW THESE 6 STEPS

                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                7PLANYOURMEETINGSCOM | PYM 2015

                                o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

                                o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

                                o If no reusable supplies from previous events are available order signs and printed material including nametags

                                o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

                                o Arrange delivery of all meetings material with the event manager

                                o Develop and distribute meeting agenda (include hotel and transportation information)

                                o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

                                o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

                                o Place gift orders wrap and distributeo Make arrangements for post-meeting

                                disposal of items whether they are to be donated recycled or shipped

                                6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

                                IN ADVANCEo Check with the hotel at intervals to review

                                the agreement plans and to make sure things are on schedule

                                o Submit group rooming list to hotel and

                                confirm arrangements three to four weeks out (including menus room setups and special requests)

                                o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

                                o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

                                o Confirm logistical arrangements with other service providers

                                ON-SITEo Hold pre-conference meeting to

                                review detailso Confirm arrival of shipped materials

                                and distributeo Check hotel ldquoreader boardsrdquo for posted

                                times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

                                changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

                                sign banquet checks dailyo Make sure everyone knows whatrsquos

                                acceptable See that either signage in-room screens or registration packets contain information about ground rules

                                AFTER THE MEETINGo Gather room pickup and other

                                reports from facilityo Prepare statistical reports on the

                                meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

                                o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

                                o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

                                6 EXTRA TIPS1 Room rates are the easiest

                                item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

                                2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

                                3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

                                4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

                                5 Be courteous to everyone and make sure your staff is trained to be as well

                                6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                PYM 2015 | PLANYOURMEETINGSCOM8

                                o Get estimates and proposals

                                o Arrange tastings and take photos

                                o Choose catererrestaurant

                                o Sign contract

                                o Pay deposit

                                o Choose format

                                o Finalize menus (include special needs)

                                o Finalize seating deacutecor etc

                                o Take final head count

                                o Arrange for tips and taxes

                                o Arrange transportation and parking

                                NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

                                pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

                                o Ask for references from groups that have held food functions at the facility within the last two months

                                o Find out how far in advance the property will confirm menureception prices

                                o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

                                o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

                                o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

                                o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

                                o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

                                o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

                                o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

                                o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

                                PLAN YOUR FampB

                                DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

                                RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                9PLANYOURMEETINGSCOM | PYM 2015

                                o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

                                o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

                                o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

                                o Make sure properties charge based on actual not estimated consumption

                                o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

                                FRESH IDEASo Put meal coupons in the attendeesrsquo

                                registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

                                o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

                                o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

                                o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

                                o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

                                o Consider an afternoon tea Offer a selection of green teas with finger

                                sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

                                Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

                                o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

                                o Always make sure buffets are double-sided even for smaller groups

                                o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

                                o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

                                o Use props on the tables to tie in to your theme

                                o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

                                o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

                                5 EXTRA TIPS1 Cutlery Rental cutlery

                                goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

                                2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

                                3 Glassware Rent glasses in every shape and size Try different colors

                                4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

                                5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                PYM 2015 | PLANYOURMEETINGSCOM10

                                Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                                o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                                o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                                o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                                o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                                o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                                o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                                Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                                o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                                o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                                o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                                PAY ATTENTION TO ROOM SETUPS

                                7 EXTRA STEPS1 Make sure you take the

                                overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                                2 Attendees should be able to leave the room without disturbing anyone else

                                3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                                4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                                5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                                6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                                7 People learn and feel better in comfortable attractive surroundings keep that in mind

                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                11PLANYOURMEETINGSCOM | PYM 2015

                                The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                                1

                                2

                                3

                                4

                                5

                                678

                                9

                                1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                                rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                                2 THEATER SEATING Theater seating maximizes space but it

                                is far less convenient for note-taking or group interaction

                                3 CHEVRON SEATING In this setup chairs are angled toward the

                                front of the room in a V-shape Chevron seating has a friendlier feel

                                4 CONFERENCE SEATING Used for meetings with 30 participants

                                or less all chairs gather around one large table

                                5 U-SHAPE SEATING Also used for small meetings standard

                                banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                                6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                                to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                                7 T-SHAPE SEATING Another small group setup banquet tables

                                are arranged to form a large T giving a sense of having a head table where presenters might be seated

                                8 BANQUET SEATING The standard banquet table is 60 or 72

                                inches in diameter seats eight or 12 people and is nearly always used at food functions

                                9 CRESCENT SEATING Similar to banquet seating but the chairs

                                are placed around one-half or three-quarters of the table Chairs all face the front of the room

                                SEATING PLANS

                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                PYM 2015 | PLANYOURMEETINGSCOM12

                                o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                                o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                                o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                                o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                                o Check contingency plans for illness bad weather power outages etc

                                o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                                o Arrange for something to fill in when the band takes a break

                                o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                                o Check access to freight elevators and be sure to leave time for setup

                                and breakdowno Be sure to meet with the on-site

                                technician and make sure you can contact her or him in an emergency

                                o Check all mics and sound levels well before itrsquos time for the speaker

                                o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                                o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                                o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                                o Will speaker provide handout material or need copies made

                                Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                                o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                                o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                                o Have water available at the podiumo Let speakers and other guests know

                                what meetings or events they are invited to attend Are they invited to the awards dinner

                                o Are they willing to offer other services MCing working the floor handling an information booth etc

                                o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                                o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                                o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                                HIRING SPEAKERS amp ENTERTAINMENT

                                SPEAKERS ONLINEbull Thespeakersgroupcom

                                Celebrity speakers and experts Search by price range

                                bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                                bull Nsaspeakerorg National Speakers Association

                                bull Premierespeakerscom International resource for prominent speakers

                                bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                                bull Speakingcom Keynote speakers

                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                13PLANYOURMEETINGSCOM | PYM 2015

                                Continued on next page

                                MANAGE YOUR MEETINGo Get organized with the basics a word

                                processor a spreadsheet and a databaseo If you need guidance download

                                free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                                o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                                o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                                o I nvite local press or industry bloggers to attend and cover your event

                                GET CONNECTEDo Make sure you know how attendees

                                can get connected to the Internet on-site and at what cost

                                o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                                o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                                o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                                o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                                o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                                Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                                MAKE IT SNAPPYo Encourage presenters to include YouTube

                                videos and music in PowerPointKeynotePrezi presentations

                                o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                                o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                                SET THE STAGEo Choose a room with adjustable

                                lighting Keep the room light enough to take notes

                                o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                                o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                                o Copy boards let presenters record notes and print them out for attendees

                                o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                                o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                                o Multiple panels can double as video-enhanced scenery projecting one or many background images

                                o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                                o You donrsquot need a screen to project images

                                8 EXTRA TIPS

                                1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                                2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                                3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                                4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                                5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                                6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                                7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                                8 4GLTE cell conections are faster than most Wi-Fi connctions

                                TECHNOLOGY KNOW-HOW

                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                PYM 2015 | PLANYOURMEETINGSCOM14

                                The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                                o Consider creating projected 3-D images to interact with speakers or audience

                                o Self-contained roll-up venues are available for outdoor events

                                o Check the presentation sightlines from everywhere in the room

                                o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                                o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                                BE PREPAREDo Walkie-talkies are your best friends

                                All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                                o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                                o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                                o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                                o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                                Continued

                                BY AIRo Whorsquos in charge of booking flights

                                An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                                o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                                o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                                o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                                o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                                o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                                o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                                o Note fees for checked luggage

                                GROUND TRANSPORTATIONo Check with hotels and facilities many

                                have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                                o Arrange limousine (Hummer town car) transfers for VIPs

                                o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                                o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                                and visitors bureau (CVB) about how to

                                GETTING THERE AND BACK

                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                15PLANYOURMEETINGSCOM | PYM 2015

                                handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                                o Contact local transportation companies the CVB recommends

                                o Does the city have a public transportation system that would be useful Are group fares or charters available

                                o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                                o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                                o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                                o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                                equipped vehicles if neededo If venues are within walking distance

                                give attendees maps

                                BE PREPAREDo Make sure the vendor carries adequate

                                insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                                is responsible for whato Have passenger lists to check so no one gets

                                left behindo Keep shuttle vans stocked with water and

                                light snacks especially if attendees will be getting on and off more than once a day

                                o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                                o If attendees will have bags with them make sure shuttles have ample storage space

                                o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                                PREPARE THEMo Keep attendees informed about what they

                                should expect before they arrive o Whatrsquos the weather like What activities

                                are planned Will they need sensible shoes What should they pack

                                o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                                o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                                o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                                o Donrsquot ever assume attendees know where theyrsquore supposed to be

                                o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                                Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                                Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                                Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                                For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                                7 SAFETY TIPS1 Gather a list of emergency

                                contact numbers from the local CVB and notify authorities when your group will be in town

                                2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                                3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                                5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                                6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                                7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                                • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                                • Pathable 85x11 adpdf
                                • X-Bytes adpdf
                                • Topi adpdf
                                • PYM Practical Guide to Meeting Planning 2014 r1pdf

                                  PYM 2015 | PLANYOURMEETINGSCOM6

                                  1 REPORT BACKo Notify all who were involved in the site

                                  selection process (national sales offices property-level sales manager CVBs etc) that the bid was awarded

                                  o Send thank-you notes to everyone you met and consider providing feedback to vendors you didnrsquot select

                                  2 NEGOTIATE SITE CONTRACTo Make sure the contract is easy to read

                                  and precise o Ask a meetings industry attorney to review

                                  it even if your company doesnrsquot require it At the least check to see that indemnification language is included and is reciprocal Make sure that each party is responsible for its own negligence

                                  o Make sure it includes concessions and upgrades besides the standard offering such as complimentary meeting space room upgrades VIP amenities complimentary welcome reception free parking health club passes etc Specify what is not allowable for direct billing ie personal phone calls alcoholic beverages movies room service etc

                                  o Does it contain cancellation clauses attrition fees etc

                                  o Strike out clauses that ldquodouble-diprdquoo Protect your group from change of

                                  ownership or any other factor that might reduce the quality of service by inserting a clause that gives you the right to cancel if quality of service is jeopardized by specific conditions

                                  o Include a statement in the contract that all fees and charges have been disclosed and that you are not liable for any other changes unless you agree to them in writing

                                  o Update your meetings reacutesumeacute and double-check details before signing

                                  o Make sure your contract is countersigned and dated by all necessary parties

                                  3 CHOOSE VENDORSo Ask the facility to recommend

                                  vendors if they donrsquot have on-site services or contracts

                                  o Check references and talk with people who have used the service provider

                                  o Meet with caterers and sample foodo Meet with speakers andor entertainers

                                  and review demo tapespress releases reacutesumeacutes Is there a backup plan if there are last-minute cancellations due to illness travel delays etc

                                  o Arrange for equipment needso Arrange transportationo Inquire about policies on credit and

                                  payment of charges Is there a discount for paying in advance or within a certain time frame

                                  o Ask about the cancellationrefund policy Find out what measures are in place in case of equipment failures

                                  o If the event is outdoors or includes outdoor activities what provisions are there in case of bad weather

                                  o Finalize written agreements and follow up with final details

                                  o Schedule extra help for the day(s) of the event (CVBs or colleges may have volunteers)

                                  4 CREATE SPEC WORKSHEETSMake separate worksheets for each function or meeting room so they can be given to everyone responsible for the session or activity They will facilitate communication and establish a chronology Includeo Billing costs and informationo Beveragebreakmenucatering detailso Equipment informationo Entertainment detailso Program location and titleo Setup detailsdiagramo Staff responsiblitieso Type of functiono Contact information

                                  5 INVITATIONS SIGNS AMENITIES ETCo Develop your attendee listo Print and mail invitations or save paper

                                  and email invitations depending on the preference of your group

                                  INDUSTRY WEBSITESbull Asaecenterorg

                                  American Society of Association Executives

                                  bull Conventionindustryorg Convention Industry Council (CIC)

                                  bull Ezcompymhangout PYMrsquos G+ community for meeting planners with monthly online video chats and broadcasts

                                  bull Gmicglobalorg Green Meeting Industry Council

                                  bull Iaap-hqorg International Association of Administrative Professionals

                                  bull Isescom International Special Events Society

                                  bull Meetingscommunitycom MeCo listserve

                                  bull Mpiweborg Meeting Professionals International

                                  bull Pcmaorg Professional Convention Management Assn

                                  bull PlanYourMeetingscom Plan Your Meetings online RFPs resource directory blogs news social networks advice tips and more

                                  bull FacebookcomPlanyourmeetings An online community of meeting professionals

                                  bull Sgmporg Society of Government Meeting Planners

                                  bull Siteglobalcom Society of Incentive amp Travel Executives

                                  FOLLOW THESE 6 STEPS

                                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                  7PLANYOURMEETINGSCOM | PYM 2015

                                  o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

                                  o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

                                  o If no reusable supplies from previous events are available order signs and printed material including nametags

                                  o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

                                  o Arrange delivery of all meetings material with the event manager

                                  o Develop and distribute meeting agenda (include hotel and transportation information)

                                  o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

                                  o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

                                  o Place gift orders wrap and distributeo Make arrangements for post-meeting

                                  disposal of items whether they are to be donated recycled or shipped

                                  6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

                                  IN ADVANCEo Check with the hotel at intervals to review

                                  the agreement plans and to make sure things are on schedule

                                  o Submit group rooming list to hotel and

                                  confirm arrangements three to four weeks out (including menus room setups and special requests)

                                  o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

                                  o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

                                  o Confirm logistical arrangements with other service providers

                                  ON-SITEo Hold pre-conference meeting to

                                  review detailso Confirm arrival of shipped materials

                                  and distributeo Check hotel ldquoreader boardsrdquo for posted

                                  times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

                                  changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

                                  sign banquet checks dailyo Make sure everyone knows whatrsquos

                                  acceptable See that either signage in-room screens or registration packets contain information about ground rules

                                  AFTER THE MEETINGo Gather room pickup and other

                                  reports from facilityo Prepare statistical reports on the

                                  meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

                                  o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

                                  o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

                                  6 EXTRA TIPS1 Room rates are the easiest

                                  item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

                                  2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

                                  3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

                                  4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

                                  5 Be courteous to everyone and make sure your staff is trained to be as well

                                  6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

                                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                  PYM 2015 | PLANYOURMEETINGSCOM8

                                  o Get estimates and proposals

                                  o Arrange tastings and take photos

                                  o Choose catererrestaurant

                                  o Sign contract

                                  o Pay deposit

                                  o Choose format

                                  o Finalize menus (include special needs)

                                  o Finalize seating deacutecor etc

                                  o Take final head count

                                  o Arrange for tips and taxes

                                  o Arrange transportation and parking

                                  NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

                                  pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

                                  o Ask for references from groups that have held food functions at the facility within the last two months

                                  o Find out how far in advance the property will confirm menureception prices

                                  o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

                                  o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

                                  o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

                                  o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

                                  o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

                                  o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

                                  o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

                                  o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

                                  PLAN YOUR FampB

                                  DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

                                  RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

                                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                  9PLANYOURMEETINGSCOM | PYM 2015

                                  o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

                                  o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

                                  o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

                                  o Make sure properties charge based on actual not estimated consumption

                                  o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

                                  FRESH IDEASo Put meal coupons in the attendeesrsquo

                                  registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

                                  o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

                                  o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

                                  o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

                                  o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

                                  o Consider an afternoon tea Offer a selection of green teas with finger

                                  sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

                                  Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

                                  o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

                                  o Always make sure buffets are double-sided even for smaller groups

                                  o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

                                  o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

                                  o Use props on the tables to tie in to your theme

                                  o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

                                  o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

                                  5 EXTRA TIPS1 Cutlery Rental cutlery

                                  goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

                                  2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

                                  3 Glassware Rent glasses in every shape and size Try different colors

                                  4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

                                  5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

                                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                  PYM 2015 | PLANYOURMEETINGSCOM10

                                  Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                                  o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                                  o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                                  o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                                  o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                                  o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                                  o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                                  Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                                  o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                                  o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                                  o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                                  PAY ATTENTION TO ROOM SETUPS

                                  7 EXTRA STEPS1 Make sure you take the

                                  overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                                  2 Attendees should be able to leave the room without disturbing anyone else

                                  3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                                  4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                                  5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                                  6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                                  7 People learn and feel better in comfortable attractive surroundings keep that in mind

                                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                  11PLANYOURMEETINGSCOM | PYM 2015

                                  The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                                  1

                                  2

                                  3

                                  4

                                  5

                                  678

                                  9

                                  1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                                  rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                                  2 THEATER SEATING Theater seating maximizes space but it

                                  is far less convenient for note-taking or group interaction

                                  3 CHEVRON SEATING In this setup chairs are angled toward the

                                  front of the room in a V-shape Chevron seating has a friendlier feel

                                  4 CONFERENCE SEATING Used for meetings with 30 participants

                                  or less all chairs gather around one large table

                                  5 U-SHAPE SEATING Also used for small meetings standard

                                  banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                                  6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                                  to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                                  7 T-SHAPE SEATING Another small group setup banquet tables

                                  are arranged to form a large T giving a sense of having a head table where presenters might be seated

                                  8 BANQUET SEATING The standard banquet table is 60 or 72

                                  inches in diameter seats eight or 12 people and is nearly always used at food functions

                                  9 CRESCENT SEATING Similar to banquet seating but the chairs

                                  are placed around one-half or three-quarters of the table Chairs all face the front of the room

                                  SEATING PLANS

                                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                  PYM 2015 | PLANYOURMEETINGSCOM12

                                  o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                                  o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                                  o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                                  o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                                  o Check contingency plans for illness bad weather power outages etc

                                  o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                                  o Arrange for something to fill in when the band takes a break

                                  o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                                  o Check access to freight elevators and be sure to leave time for setup

                                  and breakdowno Be sure to meet with the on-site

                                  technician and make sure you can contact her or him in an emergency

                                  o Check all mics and sound levels well before itrsquos time for the speaker

                                  o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                                  o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                                  o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                                  o Will speaker provide handout material or need copies made

                                  Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                                  o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                                  o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                                  o Have water available at the podiumo Let speakers and other guests know

                                  what meetings or events they are invited to attend Are they invited to the awards dinner

                                  o Are they willing to offer other services MCing working the floor handling an information booth etc

                                  o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                                  o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                                  o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                                  HIRING SPEAKERS amp ENTERTAINMENT

                                  SPEAKERS ONLINEbull Thespeakersgroupcom

                                  Celebrity speakers and experts Search by price range

                                  bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                                  bull Nsaspeakerorg National Speakers Association

                                  bull Premierespeakerscom International resource for prominent speakers

                                  bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                                  bull Speakingcom Keynote speakers

                                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                  13PLANYOURMEETINGSCOM | PYM 2015

                                  Continued on next page

                                  MANAGE YOUR MEETINGo Get organized with the basics a word

                                  processor a spreadsheet and a databaseo If you need guidance download

                                  free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                                  o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                                  o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                                  o I nvite local press or industry bloggers to attend and cover your event

                                  GET CONNECTEDo Make sure you know how attendees

                                  can get connected to the Internet on-site and at what cost

                                  o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                                  o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                                  o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                                  o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                                  o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                                  Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                                  MAKE IT SNAPPYo Encourage presenters to include YouTube

                                  videos and music in PowerPointKeynotePrezi presentations

                                  o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                                  o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                                  SET THE STAGEo Choose a room with adjustable

                                  lighting Keep the room light enough to take notes

                                  o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                                  o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                                  o Copy boards let presenters record notes and print them out for attendees

                                  o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                                  o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                                  o Multiple panels can double as video-enhanced scenery projecting one or many background images

                                  o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                                  o You donrsquot need a screen to project images

                                  8 EXTRA TIPS

                                  1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                                  2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                                  3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                                  4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                                  5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                                  6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                                  7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                                  8 4GLTE cell conections are faster than most Wi-Fi connctions

                                  TECHNOLOGY KNOW-HOW

                                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                  PYM 2015 | PLANYOURMEETINGSCOM14

                                  The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                                  o Consider creating projected 3-D images to interact with speakers or audience

                                  o Self-contained roll-up venues are available for outdoor events

                                  o Check the presentation sightlines from everywhere in the room

                                  o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                                  o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                                  BE PREPAREDo Walkie-talkies are your best friends

                                  All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                                  o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                                  o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                                  o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                                  o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                                  Continued

                                  BY AIRo Whorsquos in charge of booking flights

                                  An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                                  o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                                  o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                                  o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                                  o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                                  o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                                  o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                                  o Note fees for checked luggage

                                  GROUND TRANSPORTATIONo Check with hotels and facilities many

                                  have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                                  o Arrange limousine (Hummer town car) transfers for VIPs

                                  o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                                  o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                                  and visitors bureau (CVB) about how to

                                  GETTING THERE AND BACK

                                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                  15PLANYOURMEETINGSCOM | PYM 2015

                                  handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                                  o Contact local transportation companies the CVB recommends

                                  o Does the city have a public transportation system that would be useful Are group fares or charters available

                                  o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                                  o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                                  o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                                  o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                                  equipped vehicles if neededo If venues are within walking distance

                                  give attendees maps

                                  BE PREPAREDo Make sure the vendor carries adequate

                                  insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                                  is responsible for whato Have passenger lists to check so no one gets

                                  left behindo Keep shuttle vans stocked with water and

                                  light snacks especially if attendees will be getting on and off more than once a day

                                  o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                                  o If attendees will have bags with them make sure shuttles have ample storage space

                                  o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                                  PREPARE THEMo Keep attendees informed about what they

                                  should expect before they arrive o Whatrsquos the weather like What activities

                                  are planned Will they need sensible shoes What should they pack

                                  o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                                  o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                                  o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                                  o Donrsquot ever assume attendees know where theyrsquore supposed to be

                                  o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                                  Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                                  Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                                  Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                                  For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                                  7 SAFETY TIPS1 Gather a list of emergency

                                  contact numbers from the local CVB and notify authorities when your group will be in town

                                  2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                                  3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                                  5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                                  6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                                  7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                  • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                                  • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                                  • Pathable 85x11 adpdf
                                  • X-Bytes adpdf
                                  • Topi adpdf
                                  • PYM Practical Guide to Meeting Planning 2014 r1pdf

                                    7PLANYOURMEETINGSCOM | PYM 2015

                                    o Include information on agendas about suggested attire travel arrangements directions and other instructions (Consider including a list of other meeting attendees)

                                    o Track the number of RSVPs follow up with those who did not RSVP to find out why they canrsquotwonrsquot come

                                    o If no reusable supplies from previous events are available order signs and printed material including nametags

                                    o Put together your welcome package include evaluation forms (Consider distributing digitally or via flash drives)

                                    o Arrange delivery of all meetings material with the event manager

                                    o Develop and distribute meeting agenda (include hotel and transportation information)

                                    o Prepare a complete master set of all handouts and materials to carry with you in case digital files are corrupt or shipments get lost in the mail

                                    o Get estimatesproposals for gifts or favors Make sure they reflect the meeting and respect the corporate brandimage

                                    o Place gift orders wrap and distributeo Make arrangements for post-meeting

                                    disposal of items whether they are to be donated recycled or shipped

                                    6 PRE- AND POST-MEETINGSOnce the contracts are signed you will probably be assigned to a Conference Services Manager (CSM) by the facility Get to know the CSM very well he or she can help with upgrades perks and special requests Schedule pre- and post-conferences with the CSM Depending on your program the average pre-conference is two to four weeks prior to your meeting (date of arrival) The post-conference will provide important feedback for you the property and for future meetings So be honest and donrsquot forget to give praise where itrsquos deserved

                                    IN ADVANCEo Check with the hotel at intervals to review

                                    the agreement plans and to make sure things are on schedule

                                    o Submit group rooming list to hotel and

                                    confirm arrangements three to four weeks out (including menus room setups and special requests)

                                    o Provide guaranteed attendance numbers for food and beverage events at least 72 hours in advance

                                    o Confirm speakersrsquo AV needs and travel arrangements and review per diems and reimbursement policies

                                    o Confirm logistical arrangements with other service providers

                                    ON-SITEo Hold pre-conference meeting to

                                    review detailso Confirm arrival of shipped materials

                                    and distributeo Check hotel ldquoreader boardsrdquo for posted

                                    times and locations of your functions o Check function roombanquet setupso Notify on-site contacts of any

                                    changes in plans or requirementso Monitor service deliveryo Keep track of master account Review and

                                    sign banquet checks dailyo Make sure everyone knows whatrsquos

                                    acceptable See that either signage in-room screens or registration packets contain information about ground rules

                                    AFTER THE MEETINGo Gather room pickup and other

                                    reports from facilityo Prepare statistical reports on the

                                    meeting Detailed reports should include attendee demographics budgets and procedures as well as feedback (These will provide a history for future events)

                                    o Process evaluation forms Document your successes and share with meeting stakeholders Surveys should include more than routine questions about food entertainment and the facility ask what attendees learned from the meeting that will change the way they do business Evaluate overall satisfaction and demonstrate how well the event met its objectives

                                    o Provide feedback to the hotel it builds a future relationship Let them know what they did well and how they could improve

                                    6 EXTRA TIPS1 Room rates are the easiest

                                    item to negotiate Knowing your attendeesrsquo habits and what they will spend on other services such as golfing fees gives you more leverage Look for soft dates and off-peak savings

                                    2 Familiarize yourself with the destination and meeting locale Get to know the local culture find out what events are going on that you might tie into tap into the CVB and any other resource

                                    3 Stay in touch with everyone Make sure meeting objectives systems and procedures are clearly spelled out and conveyed to staff and attendees Keep suppliers speakers and staff up to date on the status of the meeting no matter how busy you are

                                    4 Stay on schedule Attendees want to know exactly what will be offered when it will start and how long theyrsquore expected to stay

                                    5 Be courteous to everyone and make sure your staff is trained to be as well

                                    6 Check airlift into potential meeting destinations If possible confirm with local CVBs or air carriers that service will still be available over the dates of your meeting If service is discontinued it can make formerly accesible destinations expensive to reach

                                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                    PYM 2015 | PLANYOURMEETINGSCOM8

                                    o Get estimates and proposals

                                    o Arrange tastings and take photos

                                    o Choose catererrestaurant

                                    o Sign contract

                                    o Pay deposit

                                    o Choose format

                                    o Finalize menus (include special needs)

                                    o Finalize seating deacutecor etc

                                    o Take final head count

                                    o Arrange for tips and taxes

                                    o Arrange transportation and parking

                                    NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

                                    pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

                                    o Ask for references from groups that have held food functions at the facility within the last two months

                                    o Find out how far in advance the property will confirm menureception prices

                                    o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

                                    o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

                                    o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

                                    o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

                                    o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

                                    o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

                                    o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

                                    o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

                                    PLAN YOUR FampB

                                    DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

                                    RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

                                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                    9PLANYOURMEETINGSCOM | PYM 2015

                                    o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

                                    o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

                                    o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

                                    o Make sure properties charge based on actual not estimated consumption

                                    o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

                                    FRESH IDEASo Put meal coupons in the attendeesrsquo

                                    registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

                                    o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

                                    o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

                                    o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

                                    o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

                                    o Consider an afternoon tea Offer a selection of green teas with finger

                                    sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

                                    Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

                                    o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

                                    o Always make sure buffets are double-sided even for smaller groups

                                    o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

                                    o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

                                    o Use props on the tables to tie in to your theme

                                    o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

                                    o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

                                    5 EXTRA TIPS1 Cutlery Rental cutlery

                                    goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

                                    2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

                                    3 Glassware Rent glasses in every shape and size Try different colors

                                    4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

                                    5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

                                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                    PYM 2015 | PLANYOURMEETINGSCOM10

                                    Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                                    o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                                    o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                                    o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                                    o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                                    o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                                    o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                                    Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                                    o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                                    o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                                    o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                                    PAY ATTENTION TO ROOM SETUPS

                                    7 EXTRA STEPS1 Make sure you take the

                                    overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                                    2 Attendees should be able to leave the room without disturbing anyone else

                                    3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                                    4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                                    5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                                    6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                                    7 People learn and feel better in comfortable attractive surroundings keep that in mind

                                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                    11PLANYOURMEETINGSCOM | PYM 2015

                                    The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                                    1

                                    2

                                    3

                                    4

                                    5

                                    678

                                    9

                                    1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                                    rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                                    2 THEATER SEATING Theater seating maximizes space but it

                                    is far less convenient for note-taking or group interaction

                                    3 CHEVRON SEATING In this setup chairs are angled toward the

                                    front of the room in a V-shape Chevron seating has a friendlier feel

                                    4 CONFERENCE SEATING Used for meetings with 30 participants

                                    or less all chairs gather around one large table

                                    5 U-SHAPE SEATING Also used for small meetings standard

                                    banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                                    6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                                    to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                                    7 T-SHAPE SEATING Another small group setup banquet tables

                                    are arranged to form a large T giving a sense of having a head table where presenters might be seated

                                    8 BANQUET SEATING The standard banquet table is 60 or 72

                                    inches in diameter seats eight or 12 people and is nearly always used at food functions

                                    9 CRESCENT SEATING Similar to banquet seating but the chairs

                                    are placed around one-half or three-quarters of the table Chairs all face the front of the room

                                    SEATING PLANS

                                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                    PYM 2015 | PLANYOURMEETINGSCOM12

                                    o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                                    o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                                    o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                                    o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                                    o Check contingency plans for illness bad weather power outages etc

                                    o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                                    o Arrange for something to fill in when the band takes a break

                                    o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                                    o Check access to freight elevators and be sure to leave time for setup

                                    and breakdowno Be sure to meet with the on-site

                                    technician and make sure you can contact her or him in an emergency

                                    o Check all mics and sound levels well before itrsquos time for the speaker

                                    o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                                    o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                                    o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                                    o Will speaker provide handout material or need copies made

                                    Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                                    o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                                    o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                                    o Have water available at the podiumo Let speakers and other guests know

                                    what meetings or events they are invited to attend Are they invited to the awards dinner

                                    o Are they willing to offer other services MCing working the floor handling an information booth etc

                                    o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                                    o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                                    o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                                    HIRING SPEAKERS amp ENTERTAINMENT

                                    SPEAKERS ONLINEbull Thespeakersgroupcom

                                    Celebrity speakers and experts Search by price range

                                    bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                                    bull Nsaspeakerorg National Speakers Association

                                    bull Premierespeakerscom International resource for prominent speakers

                                    bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                                    bull Speakingcom Keynote speakers

                                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                    13PLANYOURMEETINGSCOM | PYM 2015

                                    Continued on next page

                                    MANAGE YOUR MEETINGo Get organized with the basics a word

                                    processor a spreadsheet and a databaseo If you need guidance download

                                    free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                                    o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                                    o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                                    o I nvite local press or industry bloggers to attend and cover your event

                                    GET CONNECTEDo Make sure you know how attendees

                                    can get connected to the Internet on-site and at what cost

                                    o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                                    o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                                    o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                                    o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                                    o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                                    Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                                    MAKE IT SNAPPYo Encourage presenters to include YouTube

                                    videos and music in PowerPointKeynotePrezi presentations

                                    o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                                    o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                                    SET THE STAGEo Choose a room with adjustable

                                    lighting Keep the room light enough to take notes

                                    o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                                    o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                                    o Copy boards let presenters record notes and print them out for attendees

                                    o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                                    o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                                    o Multiple panels can double as video-enhanced scenery projecting one or many background images

                                    o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                                    o You donrsquot need a screen to project images

                                    8 EXTRA TIPS

                                    1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                                    2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                                    3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                                    4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                                    5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                                    6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                                    7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                                    8 4GLTE cell conections are faster than most Wi-Fi connctions

                                    TECHNOLOGY KNOW-HOW

                                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                    PYM 2015 | PLANYOURMEETINGSCOM14

                                    The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                                    o Consider creating projected 3-D images to interact with speakers or audience

                                    o Self-contained roll-up venues are available for outdoor events

                                    o Check the presentation sightlines from everywhere in the room

                                    o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                                    o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                                    BE PREPAREDo Walkie-talkies are your best friends

                                    All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                                    o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                                    o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                                    o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                                    o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                                    Continued

                                    BY AIRo Whorsquos in charge of booking flights

                                    An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                                    o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                                    o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                                    o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                                    o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                                    o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                                    o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                                    o Note fees for checked luggage

                                    GROUND TRANSPORTATIONo Check with hotels and facilities many

                                    have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                                    o Arrange limousine (Hummer town car) transfers for VIPs

                                    o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                                    o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                                    and visitors bureau (CVB) about how to

                                    GETTING THERE AND BACK

                                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                    15PLANYOURMEETINGSCOM | PYM 2015

                                    handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                                    o Contact local transportation companies the CVB recommends

                                    o Does the city have a public transportation system that would be useful Are group fares or charters available

                                    o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                                    o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                                    o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                                    o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                                    equipped vehicles if neededo If venues are within walking distance

                                    give attendees maps

                                    BE PREPAREDo Make sure the vendor carries adequate

                                    insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                                    is responsible for whato Have passenger lists to check so no one gets

                                    left behindo Keep shuttle vans stocked with water and

                                    light snacks especially if attendees will be getting on and off more than once a day

                                    o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                                    o If attendees will have bags with them make sure shuttles have ample storage space

                                    o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                                    PREPARE THEMo Keep attendees informed about what they

                                    should expect before they arrive o Whatrsquos the weather like What activities

                                    are planned Will they need sensible shoes What should they pack

                                    o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                                    o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                                    o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                                    o Donrsquot ever assume attendees know where theyrsquore supposed to be

                                    o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                                    Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                                    Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                                    Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                                    For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                                    7 SAFETY TIPS1 Gather a list of emergency

                                    contact numbers from the local CVB and notify authorities when your group will be in town

                                    2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                                    3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                                    5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                                    6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                                    7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                    • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                                    • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                                    • Pathable 85x11 adpdf
                                    • X-Bytes adpdf
                                    • Topi adpdf
                                    • PYM Practical Guide to Meeting Planning 2014 r1pdf

                                      PYM 2015 | PLANYOURMEETINGSCOM8

                                      o Get estimates and proposals

                                      o Arrange tastings and take photos

                                      o Choose catererrestaurant

                                      o Sign contract

                                      o Pay deposit

                                      o Choose format

                                      o Finalize menus (include special needs)

                                      o Finalize seating deacutecor etc

                                      o Take final head count

                                      o Arrange for tips and taxes

                                      o Arrange transportation and parking

                                      NEGOTIATING GUIDELINESo Donrsquot forget to take a look at menu

                                      pricing before hotel contracts are signed Beware of hidden charges mdash tax gratuities service charges setup fee decorations carving person labor bartender etc

                                      o Ask for references from groups that have held food functions at the facility within the last two months

                                      o Find out how far in advance the property will confirm menureception prices

                                      o Watch FampB attrition in the contract negotiation stage Tell them you will pay any attrition on their profit not the entire plate and not on service charges if the attrition happens far enough out that food and labor havenrsquot been ordered If you think this is going to be a problem ask the catering manager how far out they order the food Also go low on your numbers it is always easier to add than delete but be sure to keep your catering manager updated if your numbers are growing Most vendors provide 5 percent to 10 percent above the agreed-upon guaranteed number

                                      o If you know you will exceed the minimum FampB spend required you can use that as leverage in negotiations to gain concessions elsewhere

                                      o Find out when the sitersquos program coordinator will arrive to oversee last-minute details (This should be at least 30 minutes before the food function is scheduled)

                                      o The best way to handle FampB billing is have the property do a binder that has dividers by dates according to your catering functions Each morning they take the banquet check attach it to the BEO from the previous day and place them into the binder under the day the event happened Accounting then gives the binder to the meeting planner who is handling the billing on a daily basis to sign banquet checks Once checks for that day are signed give the binder back to accounting This way any discrepancies can be discussed while the meeting planner is still on-site

                                      o Be aware of what is happening in general with food costs If you frequent certain restaurants become friends with the manager and occasionally ask what pricing on food is looking like Same with liquor store owners

                                      o Keep an accurate history on your numbers Go around and see how many people you actually have Donrsquot count empty seats count folded napkins or unused silverware

                                      o For bar service on consumption is cheaper than per person Coffee breaks per piece are cheaper than per person If you are doing power bars or granola bars for your coffee breaks make sure they are on consumption as very few people eat them

                                      o The biggest cost-cutting yoursquoll do is in beverages by not having an open bar and just serving beer and wine Or have just one special drink in addition to beer and wine versus an open bar

                                      PLAN YOUR FampB

                                      DONT FORGETFood allergies and diet restrictions are an increasing concern among event attendees Make sure this information is gathered during registration and that allowances are made Donrsquot forget to make sure the banquet staff understands the importance of attending to and serving these needs

                                      RENT ITNeed a candelabra or brandy snifters Coat hangers or cutlery Fountains or furniture You can rent them all In fact when it comes to renting items by the hour the possibilities are endless Think ldquodifferentrdquo Need to set the stage Consider prop houses that work with theaters or within the film industry Think about renting plants from a nursery or paintings or sculptures from an art gallery Visit antiques stores specialty lighting facilities or furniture stores for ideas For trouble-free rentals make sure to have the time and people needed to make it work Visit the rental company and do a spot check for chips stains cigarette burns etc Finally check the cost of renting against the cost of buying In some cases it may actually be more cost-efficient to purchase the item

                                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                      9PLANYOURMEETINGSCOM | PYM 2015

                                      o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

                                      o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

                                      o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

                                      o Make sure properties charge based on actual not estimated consumption

                                      o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

                                      FRESH IDEASo Put meal coupons in the attendeesrsquo

                                      registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

                                      o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

                                      o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

                                      o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

                                      o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

                                      o Consider an afternoon tea Offer a selection of green teas with finger

                                      sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

                                      Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

                                      o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

                                      o Always make sure buffets are double-sided even for smaller groups

                                      o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

                                      o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

                                      o Use props on the tables to tie in to your theme

                                      o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

                                      o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

                                      5 EXTRA TIPS1 Cutlery Rental cutlery

                                      goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

                                      2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

                                      3 Glassware Rent glasses in every shape and size Try different colors

                                      4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

                                      5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

                                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                      PYM 2015 | PLANYOURMEETINGSCOM10

                                      Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                                      o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                                      o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                                      o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                                      o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                                      o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                                      o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                                      Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                                      o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                                      o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                                      o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                                      PAY ATTENTION TO ROOM SETUPS

                                      7 EXTRA STEPS1 Make sure you take the

                                      overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                                      2 Attendees should be able to leave the room without disturbing anyone else

                                      3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                                      4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                                      5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                                      6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                                      7 People learn and feel better in comfortable attractive surroundings keep that in mind

                                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                      11PLANYOURMEETINGSCOM | PYM 2015

                                      The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                                      1

                                      2

                                      3

                                      4

                                      5

                                      678

                                      9

                                      1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                                      rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                                      2 THEATER SEATING Theater seating maximizes space but it

                                      is far less convenient for note-taking or group interaction

                                      3 CHEVRON SEATING In this setup chairs are angled toward the

                                      front of the room in a V-shape Chevron seating has a friendlier feel

                                      4 CONFERENCE SEATING Used for meetings with 30 participants

                                      or less all chairs gather around one large table

                                      5 U-SHAPE SEATING Also used for small meetings standard

                                      banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                                      6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                                      to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                                      7 T-SHAPE SEATING Another small group setup banquet tables

                                      are arranged to form a large T giving a sense of having a head table where presenters might be seated

                                      8 BANQUET SEATING The standard banquet table is 60 or 72

                                      inches in diameter seats eight or 12 people and is nearly always used at food functions

                                      9 CRESCENT SEATING Similar to banquet seating but the chairs

                                      are placed around one-half or three-quarters of the table Chairs all face the front of the room

                                      SEATING PLANS

                                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                      PYM 2015 | PLANYOURMEETINGSCOM12

                                      o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                                      o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                                      o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                                      o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                                      o Check contingency plans for illness bad weather power outages etc

                                      o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                                      o Arrange for something to fill in when the band takes a break

                                      o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                                      o Check access to freight elevators and be sure to leave time for setup

                                      and breakdowno Be sure to meet with the on-site

                                      technician and make sure you can contact her or him in an emergency

                                      o Check all mics and sound levels well before itrsquos time for the speaker

                                      o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                                      o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                                      o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                                      o Will speaker provide handout material or need copies made

                                      Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                                      o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                                      o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                                      o Have water available at the podiumo Let speakers and other guests know

                                      what meetings or events they are invited to attend Are they invited to the awards dinner

                                      o Are they willing to offer other services MCing working the floor handling an information booth etc

                                      o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                                      o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                                      o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                                      HIRING SPEAKERS amp ENTERTAINMENT

                                      SPEAKERS ONLINEbull Thespeakersgroupcom

                                      Celebrity speakers and experts Search by price range

                                      bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                                      bull Nsaspeakerorg National Speakers Association

                                      bull Premierespeakerscom International resource for prominent speakers

                                      bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                                      bull Speakingcom Keynote speakers

                                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                      13PLANYOURMEETINGSCOM | PYM 2015

                                      Continued on next page

                                      MANAGE YOUR MEETINGo Get organized with the basics a word

                                      processor a spreadsheet and a databaseo If you need guidance download

                                      free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                                      o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                                      o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                                      o I nvite local press or industry bloggers to attend and cover your event

                                      GET CONNECTEDo Make sure you know how attendees

                                      can get connected to the Internet on-site and at what cost

                                      o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                                      o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                                      o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                                      o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                                      o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                                      Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                                      MAKE IT SNAPPYo Encourage presenters to include YouTube

                                      videos and music in PowerPointKeynotePrezi presentations

                                      o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                                      o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                                      SET THE STAGEo Choose a room with adjustable

                                      lighting Keep the room light enough to take notes

                                      o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                                      o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                                      o Copy boards let presenters record notes and print them out for attendees

                                      o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                                      o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                                      o Multiple panels can double as video-enhanced scenery projecting one or many background images

                                      o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                                      o You donrsquot need a screen to project images

                                      8 EXTRA TIPS

                                      1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                                      2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                                      3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                                      4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                                      5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                                      6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                                      7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                                      8 4GLTE cell conections are faster than most Wi-Fi connctions

                                      TECHNOLOGY KNOW-HOW

                                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                      PYM 2015 | PLANYOURMEETINGSCOM14

                                      The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                                      o Consider creating projected 3-D images to interact with speakers or audience

                                      o Self-contained roll-up venues are available for outdoor events

                                      o Check the presentation sightlines from everywhere in the room

                                      o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                                      o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                                      BE PREPAREDo Walkie-talkies are your best friends

                                      All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                                      o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                                      o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                                      o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                                      o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                                      Continued

                                      BY AIRo Whorsquos in charge of booking flights

                                      An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                                      o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                                      o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                                      o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                                      o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                                      o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                                      o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                                      o Note fees for checked luggage

                                      GROUND TRANSPORTATIONo Check with hotels and facilities many

                                      have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                                      o Arrange limousine (Hummer town car) transfers for VIPs

                                      o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                                      o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                                      and visitors bureau (CVB) about how to

                                      GETTING THERE AND BACK

                                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                      15PLANYOURMEETINGSCOM | PYM 2015

                                      handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                                      o Contact local transportation companies the CVB recommends

                                      o Does the city have a public transportation system that would be useful Are group fares or charters available

                                      o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                                      o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                                      o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                                      o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                                      equipped vehicles if neededo If venues are within walking distance

                                      give attendees maps

                                      BE PREPAREDo Make sure the vendor carries adequate

                                      insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                                      is responsible for whato Have passenger lists to check so no one gets

                                      left behindo Keep shuttle vans stocked with water and

                                      light snacks especially if attendees will be getting on and off more than once a day

                                      o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                                      o If attendees will have bags with them make sure shuttles have ample storage space

                                      o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                                      PREPARE THEMo Keep attendees informed about what they

                                      should expect before they arrive o Whatrsquos the weather like What activities

                                      are planned Will they need sensible shoes What should they pack

                                      o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                                      o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                                      o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                                      o Donrsquot ever assume attendees know where theyrsquore supposed to be

                                      o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                                      Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                                      Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                                      Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                                      For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                                      7 SAFETY TIPS1 Gather a list of emergency

                                      contact numbers from the local CVB and notify authorities when your group will be in town

                                      2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                                      3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                                      5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                                      6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                                      7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                                      copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                      • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                                      • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                                      • Pathable 85x11 adpdf
                                      • X-Bytes adpdf
                                      • Topi adpdf
                                      • PYM Practical Guide to Meeting Planning 2014 r1pdf

                                        9PLANYOURMEETINGSCOM | PYM 2015

                                        o Is there a charge for a bartendercashier In a cash bar reception find out if there is a minimum sales amount required to waive the cost (Be sure that you comply with the companyrsquos policy on alcohol)

                                        o Add curb value to your meal by having the chef put herbs in sauces food vodka etc It seems more elegant and wonrsquot raise your cost

                                        o Discuss how they dress their buffets Many companies are getting away from fluff cloths and as a result the buffets can look flat and boring If this isnrsquot acceptable ask for more layering and texture If you have a couple of pennies to spend buy some potted plants mdash they will last your entire stay

                                        o Make sure properties charge based on actual not estimated consumption

                                        o If you have a very tight budget its best to tell the chef how much you can spend per person and let him or her design a custom menu for your group

                                        FRESH IDEASo Put meal coupons in the attendeesrsquo

                                        registration package for those requesting special meals Have the banquet server set a cocktail round with the box of special meals behind them people can come up to this station to redeem their coupon

                                        o For breakfast think along the lines of a European continental breakfast assorted nuts trail mix cheese display with crackers and an antipasto platter of meats sausages and vegetables

                                        o For coffee breaks have the facility put the replenishments for cream sugar cups etc under the coffee break table Put creamer and sugar in big bowls to cut down on replenishment

                                        o Make sure snacks or treats are fresh Have healthy alternatives keep them simple but fun mdash baskets of popcorn plates of cookies yogurt with fresh fruit and granola everything chocolate or a local specialty like Moon Pies

                                        o Use decorative buckets to hold different types of snacks mdash trail mix dried fruit miniature pretzels chocolate-covered raisins etc Put out wax bags or little white bags with a sponsorrsquos sticker and let people make their own baggie

                                        o Consider an afternoon tea Offer a selection of green teas with finger

                                        sandwiches or mini-dessertso Donrsquot pay much attention to what is ldquoinrdquo

                                        Instead pay attention to the foods your group enjoys and try to put twists on them ie instead of chocolate chip oatmeal and peanut butter cookies do toffee chip MampM and Reesersquos Pieces cookies Or provide healthy alternatives like fruit and nuts

                                        o Be more conscious of the food that is coming back Get up and walk around the room during your events and see what people arenrsquot eating Ask the banquet captain to keep track of what comes back untouched (tip extra for his or her help)

                                        o Always make sure buffets are double-sided even for smaller groups

                                        o Make the menu a keepsake Do something different with your printed menu put relevant quotes above the item being served and then print the menu on a nice paper from a paper store Or if yoursquore interested in being green print the menu on a sheet embedded with wildflower seeds that can be planted or project the menu on a wall

                                        o Personalize the meal mdash have the company logo or name stenciled in chocolate or powdered sugar on the desserts ask the bartender to create a signature cocktail

                                        o Use props on the tables to tie in to your theme

                                        o Chef demonstrations wine-tasting dinners create-your-own stations and other interactive educational opportunities enhance events and make for memorable experiences

                                        o Lazy Susans or salads that need to be assembled at the table are a fun way to get people talking to others at banquets

                                        5 EXTRA TIPS1 Cutlery Rental cutlery

                                        goes far beyond plastic and stainless steel Your borrowed finery can include fish forks butter knives or demitasse spoons in gold plate or pure sterling

                                        2 Dishes Options range from exquisite table settings to Fiesta-ware for barbecue grub Beyond the basics you can choose from gold- or silver-rimmed plates bone china soup bowls demitasse cups dessert plates and so on Mixed shapes and patterns add to the tablersquos interest

                                        3 Glassware Rent glasses in every shape and size Try different colors

                                        4 Linens Rent tablecloths table runners and napkins in every imaginable hue and layer them Order dark napkins and lint-free tablecloths lint from white tablecloths and napkins leave a mess behind on dark suits Organize buffet tables into color groups to match a corporate or program theme

                                        5 Tables and chairs Tables come in half-moon serpentine high-top and more Or rent bar tables registration tables and banquet tables complete with covers of every description Ordinary banquet chairs can be covered with fabulous fabric for greater impact tied with bows or hang with silk vines and flowers

                                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                        PYM 2015 | PLANYOURMEETINGSCOM10

                                        Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                                        o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                                        o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                                        o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                                        o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                                        o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                                        o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                                        Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                                        o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                                        o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                                        o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                                        PAY ATTENTION TO ROOM SETUPS

                                        7 EXTRA STEPS1 Make sure you take the

                                        overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                                        2 Attendees should be able to leave the room without disturbing anyone else

                                        3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                                        4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                                        5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                                        6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                                        7 People learn and feel better in comfortable attractive surroundings keep that in mind

                                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                        11PLANYOURMEETINGSCOM | PYM 2015

                                        The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                                        1

                                        2

                                        3

                                        4

                                        5

                                        678

                                        9

                                        1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                                        rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                                        2 THEATER SEATING Theater seating maximizes space but it

                                        is far less convenient for note-taking or group interaction

                                        3 CHEVRON SEATING In this setup chairs are angled toward the

                                        front of the room in a V-shape Chevron seating has a friendlier feel

                                        4 CONFERENCE SEATING Used for meetings with 30 participants

                                        or less all chairs gather around one large table

                                        5 U-SHAPE SEATING Also used for small meetings standard

                                        banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                                        6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                                        to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                                        7 T-SHAPE SEATING Another small group setup banquet tables

                                        are arranged to form a large T giving a sense of having a head table where presenters might be seated

                                        8 BANQUET SEATING The standard banquet table is 60 or 72

                                        inches in diameter seats eight or 12 people and is nearly always used at food functions

                                        9 CRESCENT SEATING Similar to banquet seating but the chairs

                                        are placed around one-half or three-quarters of the table Chairs all face the front of the room

                                        SEATING PLANS

                                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                        PYM 2015 | PLANYOURMEETINGSCOM12

                                        o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                                        o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                                        o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                                        o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                                        o Check contingency plans for illness bad weather power outages etc

                                        o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                                        o Arrange for something to fill in when the band takes a break

                                        o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                                        o Check access to freight elevators and be sure to leave time for setup

                                        and breakdowno Be sure to meet with the on-site

                                        technician and make sure you can contact her or him in an emergency

                                        o Check all mics and sound levels well before itrsquos time for the speaker

                                        o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                                        o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                                        o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                                        o Will speaker provide handout material or need copies made

                                        Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                                        o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                                        o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                                        o Have water available at the podiumo Let speakers and other guests know

                                        what meetings or events they are invited to attend Are they invited to the awards dinner

                                        o Are they willing to offer other services MCing working the floor handling an information booth etc

                                        o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                                        o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                                        o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                                        HIRING SPEAKERS amp ENTERTAINMENT

                                        SPEAKERS ONLINEbull Thespeakersgroupcom

                                        Celebrity speakers and experts Search by price range

                                        bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                                        bull Nsaspeakerorg National Speakers Association

                                        bull Premierespeakerscom International resource for prominent speakers

                                        bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                                        bull Speakingcom Keynote speakers

                                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                        13PLANYOURMEETINGSCOM | PYM 2015

                                        Continued on next page

                                        MANAGE YOUR MEETINGo Get organized with the basics a word

                                        processor a spreadsheet and a databaseo If you need guidance download

                                        free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                                        o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                                        o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                                        o I nvite local press or industry bloggers to attend and cover your event

                                        GET CONNECTEDo Make sure you know how attendees

                                        can get connected to the Internet on-site and at what cost

                                        o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                                        o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                                        o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                                        o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                                        o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                                        Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                                        MAKE IT SNAPPYo Encourage presenters to include YouTube

                                        videos and music in PowerPointKeynotePrezi presentations

                                        o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                                        o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                                        SET THE STAGEo Choose a room with adjustable

                                        lighting Keep the room light enough to take notes

                                        o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                                        o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                                        o Copy boards let presenters record notes and print them out for attendees

                                        o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                                        o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                                        o Multiple panels can double as video-enhanced scenery projecting one or many background images

                                        o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                                        o You donrsquot need a screen to project images

                                        8 EXTRA TIPS

                                        1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                                        2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                                        3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                                        4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                                        5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                                        6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                                        7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                                        8 4GLTE cell conections are faster than most Wi-Fi connctions

                                        TECHNOLOGY KNOW-HOW

                                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                        PYM 2015 | PLANYOURMEETINGSCOM14

                                        The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                                        o Consider creating projected 3-D images to interact with speakers or audience

                                        o Self-contained roll-up venues are available for outdoor events

                                        o Check the presentation sightlines from everywhere in the room

                                        o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                                        o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                                        BE PREPAREDo Walkie-talkies are your best friends

                                        All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                                        o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                                        o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                                        o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                                        o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                                        Continued

                                        BY AIRo Whorsquos in charge of booking flights

                                        An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                                        o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                                        o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                                        o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                                        o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                                        o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                                        o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                                        o Note fees for checked luggage

                                        GROUND TRANSPORTATIONo Check with hotels and facilities many

                                        have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                                        o Arrange limousine (Hummer town car) transfers for VIPs

                                        o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                                        o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                                        and visitors bureau (CVB) about how to

                                        GETTING THERE AND BACK

                                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                        15PLANYOURMEETINGSCOM | PYM 2015

                                        handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                                        o Contact local transportation companies the CVB recommends

                                        o Does the city have a public transportation system that would be useful Are group fares or charters available

                                        o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                                        o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                                        o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                                        o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                                        equipped vehicles if neededo If venues are within walking distance

                                        give attendees maps

                                        BE PREPAREDo Make sure the vendor carries adequate

                                        insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                                        is responsible for whato Have passenger lists to check so no one gets

                                        left behindo Keep shuttle vans stocked with water and

                                        light snacks especially if attendees will be getting on and off more than once a day

                                        o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                                        o If attendees will have bags with them make sure shuttles have ample storage space

                                        o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                                        PREPARE THEMo Keep attendees informed about what they

                                        should expect before they arrive o Whatrsquos the weather like What activities

                                        are planned Will they need sensible shoes What should they pack

                                        o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                                        o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                                        o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                                        o Donrsquot ever assume attendees know where theyrsquore supposed to be

                                        o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                                        Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                                        Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                                        Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                                        For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                                        7 SAFETY TIPS1 Gather a list of emergency

                                        contact numbers from the local CVB and notify authorities when your group will be in town

                                        2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                                        3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                                        5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                                        6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                                        7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                                        copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                        • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                                        • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                                        • Pathable 85x11 adpdf
                                        • X-Bytes adpdf
                                        • Topi adpdf
                                        • PYM Practical Guide to Meeting Planning 2014 r1pdf

                                          PYM 2015 | PLANYOURMEETINGSCOM10

                                          Dynamic meetings effective interaction and successful learning depend on the setup of the room Pay close attention to details and donrsquot just accept the schematic the facility provides Make setup decisions based on your needs

                                          o Comfort zone Make sure the room is neither too hot nor too cold Are there any unpleasant odors Be aware of cleaning solutions food odors or any other less-than-pleasant scents in the room

                                          o Doors and walls Your group should face the longest wall in the room This way the maximum number of people face the presenters

                                          o Front and center Typically the back of the room fills far quicker to the speakerrsquos disadvantage Place rope and stanchions across the back rows forcing people to the front Or put the speaker in the center ldquoin the roundrdquo

                                          o General appearances Check to see if there are any panels on the ceiling that show signs of dirt or water damage that the windows are clean that chairs and tables donrsquot wobble or show signs of wear Ask when the last time air filters were changed

                                          o Lighting Make sure all the lights are functioning properly and set the way you prefer Consider pink lighting for the speaker which is the most flattering

                                          o Size Make sure the room is not too large or too small for the group If participants arrive and see a room that is relatively empty they may think the meeting is not very important A room that is too large is as negative as a room that is too crowded mdash both may give an impression of lack of respect for the meeting and speaker

                                          Have you left space for staging audiovisual equipment pillars or head tables Is there space for refreshment breaks How do you know if a potential space is adequate to your needs The best way to be certain your group will fit easily into a space is to create a diagram to scale (Room diagramming software is available) Another advantage to using a diagram is that it can simply be handed to the people in charge of setting up the room for your meeting

                                          o Sound Make sure the sound system is in excellent working condition and that there is someone who knows how to work it Do a sound check before the meeting starts and have an additional microphone on hand in case of technical difficulties Also consider neighboring room noises and hotel maintenance schedules You donrsquot want someone starting a vacuum cleaner or lawn mower outside your room during the presentation or meeting

                                          o Table shapes Square or rectangular tables create a sense of getting down to business and are often preferred for training sessions and instructional meetings Round tables encourage a sense of cooperation and sharing and are also a good shape for creative ideas and brainstorming sessions

                                          o Visibility Make sure presentations overheads and handouts use a typeface that all participants can easily see Make it easy for every person to see and hear the other individuals

                                          PAY ATTENTION TO ROOM SETUPS

                                          7 EXTRA STEPS1 Make sure you take the

                                          overview tour of meeting room locations Are the rooms easy to find How much signage is needed

                                          2 Attendees should be able to leave the room without disturbing anyone else

                                          3 If extensive writing is to be done or if the meeting will run more than two hours seat attendees at tables preferably without a cloth

                                          4 If chairs are not as comfortable as they could be ask your speaker to consider giving participants a stretch break

                                          5 Provide plenty of ice water drinking glasses notepads pencils mints etc

                                          6 Itrsquos important that during sessions attendees can see each other it helps them connect with each other and the presenter

                                          7 People learn and feel better in comfortable attractive surroundings keep that in mind

                                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                          11PLANYOURMEETINGSCOM | PYM 2015

                                          The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                                          1

                                          2

                                          3

                                          4

                                          5

                                          678

                                          9

                                          1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                                          rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                                          2 THEATER SEATING Theater seating maximizes space but it

                                          is far less convenient for note-taking or group interaction

                                          3 CHEVRON SEATING In this setup chairs are angled toward the

                                          front of the room in a V-shape Chevron seating has a friendlier feel

                                          4 CONFERENCE SEATING Used for meetings with 30 participants

                                          or less all chairs gather around one large table

                                          5 U-SHAPE SEATING Also used for small meetings standard

                                          banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                                          6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                                          to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                                          7 T-SHAPE SEATING Another small group setup banquet tables

                                          are arranged to form a large T giving a sense of having a head table where presenters might be seated

                                          8 BANQUET SEATING The standard banquet table is 60 or 72

                                          inches in diameter seats eight or 12 people and is nearly always used at food functions

                                          9 CRESCENT SEATING Similar to banquet seating but the chairs

                                          are placed around one-half or three-quarters of the table Chairs all face the front of the room

                                          SEATING PLANS

                                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                          PYM 2015 | PLANYOURMEETINGSCOM12

                                          o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                                          o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                                          o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                                          o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                                          o Check contingency plans for illness bad weather power outages etc

                                          o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                                          o Arrange for something to fill in when the band takes a break

                                          o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                                          o Check access to freight elevators and be sure to leave time for setup

                                          and breakdowno Be sure to meet with the on-site

                                          technician and make sure you can contact her or him in an emergency

                                          o Check all mics and sound levels well before itrsquos time for the speaker

                                          o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                                          o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                                          o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                                          o Will speaker provide handout material or need copies made

                                          Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                                          o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                                          o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                                          o Have water available at the podiumo Let speakers and other guests know

                                          what meetings or events they are invited to attend Are they invited to the awards dinner

                                          o Are they willing to offer other services MCing working the floor handling an information booth etc

                                          o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                                          o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                                          o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                                          HIRING SPEAKERS amp ENTERTAINMENT

                                          SPEAKERS ONLINEbull Thespeakersgroupcom

                                          Celebrity speakers and experts Search by price range

                                          bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                                          bull Nsaspeakerorg National Speakers Association

                                          bull Premierespeakerscom International resource for prominent speakers

                                          bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                                          bull Speakingcom Keynote speakers

                                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                          13PLANYOURMEETINGSCOM | PYM 2015

                                          Continued on next page

                                          MANAGE YOUR MEETINGo Get organized with the basics a word

                                          processor a spreadsheet and a databaseo If you need guidance download

                                          free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                                          o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                                          o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                                          o I nvite local press or industry bloggers to attend and cover your event

                                          GET CONNECTEDo Make sure you know how attendees

                                          can get connected to the Internet on-site and at what cost

                                          o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                                          o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                                          o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                                          o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                                          o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                                          Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                                          MAKE IT SNAPPYo Encourage presenters to include YouTube

                                          videos and music in PowerPointKeynotePrezi presentations

                                          o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                                          o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                                          SET THE STAGEo Choose a room with adjustable

                                          lighting Keep the room light enough to take notes

                                          o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                                          o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                                          o Copy boards let presenters record notes and print them out for attendees

                                          o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                                          o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                                          o Multiple panels can double as video-enhanced scenery projecting one or many background images

                                          o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                                          o You donrsquot need a screen to project images

                                          8 EXTRA TIPS

                                          1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                                          2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                                          3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                                          4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                                          5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                                          6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                                          7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                                          8 4GLTE cell conections are faster than most Wi-Fi connctions

                                          TECHNOLOGY KNOW-HOW

                                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                          PYM 2015 | PLANYOURMEETINGSCOM14

                                          The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                                          o Consider creating projected 3-D images to interact with speakers or audience

                                          o Self-contained roll-up venues are available for outdoor events

                                          o Check the presentation sightlines from everywhere in the room

                                          o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                                          o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                                          BE PREPAREDo Walkie-talkies are your best friends

                                          All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                                          o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                                          o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                                          o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                                          o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                                          Continued

                                          BY AIRo Whorsquos in charge of booking flights

                                          An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                                          o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                                          o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                                          o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                                          o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                                          o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                                          o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                                          o Note fees for checked luggage

                                          GROUND TRANSPORTATIONo Check with hotels and facilities many

                                          have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                                          o Arrange limousine (Hummer town car) transfers for VIPs

                                          o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                                          o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                                          and visitors bureau (CVB) about how to

                                          GETTING THERE AND BACK

                                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                          15PLANYOURMEETINGSCOM | PYM 2015

                                          handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                                          o Contact local transportation companies the CVB recommends

                                          o Does the city have a public transportation system that would be useful Are group fares or charters available

                                          o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                                          o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                                          o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                                          o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                                          equipped vehicles if neededo If venues are within walking distance

                                          give attendees maps

                                          BE PREPAREDo Make sure the vendor carries adequate

                                          insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                                          is responsible for whato Have passenger lists to check so no one gets

                                          left behindo Keep shuttle vans stocked with water and

                                          light snacks especially if attendees will be getting on and off more than once a day

                                          o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                                          o If attendees will have bags with them make sure shuttles have ample storage space

                                          o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                                          PREPARE THEMo Keep attendees informed about what they

                                          should expect before they arrive o Whatrsquos the weather like What activities

                                          are planned Will they need sensible shoes What should they pack

                                          o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                                          o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                                          o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                                          o Donrsquot ever assume attendees know where theyrsquore supposed to be

                                          o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                                          Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                                          Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                                          Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                                          For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                                          7 SAFETY TIPS1 Gather a list of emergency

                                          contact numbers from the local CVB and notify authorities when your group will be in town

                                          2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                                          3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                                          5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                                          6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                                          7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                                          copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                          • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                                          • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                                          • Pathable 85x11 adpdf
                                          • X-Bytes adpdf
                                          • Topi adpdf
                                          • PYM Practical Guide to Meeting Planning 2014 r1pdf

                                            11PLANYOURMEETINGSCOM | PYM 2015

                                            The following are common seating arrangements Whichever arrangement you choose should be comfortable and promote open discussion There are nine distinct choices each best suited to a specific set of circumstances For more out-of-the-box ideas visit thrivalcom

                                            1

                                            2

                                            3

                                            4

                                            5

                                            678

                                            9

                                            1 CLASSROOM SEATING Reminiscent of a schoolroom this is basically

                                            rows of tables with chairs Itrsquos preferred when attendees need table area to take notes spread out materials or do other activities One of the most efficient uses of space classroom tables come in two widths The standard table is 30 inches wide there also is an 18-inch version known in the trade as a ldquoskinnyrdquo Tables are either 6 or 8 feet long Place two participants at the 6-foot table and 3 at the longer version Specify in your contract the number of participants you want per table otherwise the facility may overcrowd each table to fit more people into a smaller room

                                            2 THEATER SEATING Theater seating maximizes space but it

                                            is far less convenient for note-taking or group interaction

                                            3 CHEVRON SEATING In this setup chairs are angled toward the

                                            front of the room in a V-shape Chevron seating has a friendlier feel

                                            4 CONFERENCE SEATING Used for meetings with 30 participants

                                            or less all chairs gather around one large table

                                            5 U-SHAPE SEATING Also used for small meetings standard

                                            banquet tables measuring 8 feet long and 30 feet wide are placed end-to-end to form a large U shape Participants face each other but there is space between the tables that can be used as a presentation area

                                            6 HOLLOW SQUARE SEATING Standard banquet tables are placed end-

                                            to-end forming a giant rectangle or square that is hollow in the middle Itrsquos generally used for groups of 30 or fewer

                                            7 T-SHAPE SEATING Another small group setup banquet tables

                                            are arranged to form a large T giving a sense of having a head table where presenters might be seated

                                            8 BANQUET SEATING The standard banquet table is 60 or 72

                                            inches in diameter seats eight or 12 people and is nearly always used at food functions

                                            9 CRESCENT SEATING Similar to banquet seating but the chairs

                                            are placed around one-half or three-quarters of the table Chairs all face the front of the room

                                            SEATING PLANS

                                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                            PYM 2015 | PLANYOURMEETINGSCOM12

                                            o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                                            o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                                            o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                                            o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                                            o Check contingency plans for illness bad weather power outages etc

                                            o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                                            o Arrange for something to fill in when the band takes a break

                                            o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                                            o Check access to freight elevators and be sure to leave time for setup

                                            and breakdowno Be sure to meet with the on-site

                                            technician and make sure you can contact her or him in an emergency

                                            o Check all mics and sound levels well before itrsquos time for the speaker

                                            o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                                            o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                                            o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                                            o Will speaker provide handout material or need copies made

                                            Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                                            o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                                            o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                                            o Have water available at the podiumo Let speakers and other guests know

                                            what meetings or events they are invited to attend Are they invited to the awards dinner

                                            o Are they willing to offer other services MCing working the floor handling an information booth etc

                                            o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                                            o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                                            o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                                            HIRING SPEAKERS amp ENTERTAINMENT

                                            SPEAKERS ONLINEbull Thespeakersgroupcom

                                            Celebrity speakers and experts Search by price range

                                            bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                                            bull Nsaspeakerorg National Speakers Association

                                            bull Premierespeakerscom International resource for prominent speakers

                                            bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                                            bull Speakingcom Keynote speakers

                                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                            13PLANYOURMEETINGSCOM | PYM 2015

                                            Continued on next page

                                            MANAGE YOUR MEETINGo Get organized with the basics a word

                                            processor a spreadsheet and a databaseo If you need guidance download

                                            free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                                            o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                                            o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                                            o I nvite local press or industry bloggers to attend and cover your event

                                            GET CONNECTEDo Make sure you know how attendees

                                            can get connected to the Internet on-site and at what cost

                                            o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                                            o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                                            o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                                            o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                                            o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                                            Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                                            MAKE IT SNAPPYo Encourage presenters to include YouTube

                                            videos and music in PowerPointKeynotePrezi presentations

                                            o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                                            o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                                            SET THE STAGEo Choose a room with adjustable

                                            lighting Keep the room light enough to take notes

                                            o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                                            o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                                            o Copy boards let presenters record notes and print them out for attendees

                                            o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                                            o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                                            o Multiple panels can double as video-enhanced scenery projecting one or many background images

                                            o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                                            o You donrsquot need a screen to project images

                                            8 EXTRA TIPS

                                            1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                                            2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                                            3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                                            4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                                            5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                                            6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                                            7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                                            8 4GLTE cell conections are faster than most Wi-Fi connctions

                                            TECHNOLOGY KNOW-HOW

                                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                            PYM 2015 | PLANYOURMEETINGSCOM14

                                            The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                                            o Consider creating projected 3-D images to interact with speakers or audience

                                            o Self-contained roll-up venues are available for outdoor events

                                            o Check the presentation sightlines from everywhere in the room

                                            o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                                            o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                                            BE PREPAREDo Walkie-talkies are your best friends

                                            All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                                            o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                                            o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                                            o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                                            o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                                            Continued

                                            BY AIRo Whorsquos in charge of booking flights

                                            An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                                            o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                                            o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                                            o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                                            o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                                            o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                                            o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                                            o Note fees for checked luggage

                                            GROUND TRANSPORTATIONo Check with hotels and facilities many

                                            have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                                            o Arrange limousine (Hummer town car) transfers for VIPs

                                            o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                                            o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                                            and visitors bureau (CVB) about how to

                                            GETTING THERE AND BACK

                                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                            15PLANYOURMEETINGSCOM | PYM 2015

                                            handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                                            o Contact local transportation companies the CVB recommends

                                            o Does the city have a public transportation system that would be useful Are group fares or charters available

                                            o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                                            o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                                            o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                                            o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                                            equipped vehicles if neededo If venues are within walking distance

                                            give attendees maps

                                            BE PREPAREDo Make sure the vendor carries adequate

                                            insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                                            is responsible for whato Have passenger lists to check so no one gets

                                            left behindo Keep shuttle vans stocked with water and

                                            light snacks especially if attendees will be getting on and off more than once a day

                                            o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                                            o If attendees will have bags with them make sure shuttles have ample storage space

                                            o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                                            PREPARE THEMo Keep attendees informed about what they

                                            should expect before they arrive o Whatrsquos the weather like What activities

                                            are planned Will they need sensible shoes What should they pack

                                            o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                                            o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                                            o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                                            o Donrsquot ever assume attendees know where theyrsquore supposed to be

                                            o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                                            Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                                            Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                                            Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                                            For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                                            7 SAFETY TIPS1 Gather a list of emergency

                                            contact numbers from the local CVB and notify authorities when your group will be in town

                                            2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                                            3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                                            5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                                            6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                                            7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                                            copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                            • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                                            • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                                            • Pathable 85x11 adpdf
                                            • X-Bytes adpdf
                                            • Topi adpdf
                                            • PYM Practical Guide to Meeting Planning 2014 r1pdf

                                              PYM 2015 | PLANYOURMEETINGSCOM12

                                              o Do you want them to educate entertain or persuade Make sure they can help you accomplish the meetingrsquos goals

                                              o Before hiring a speaker or entertainer meet with them in person watch a performance or ask for a demo tape

                                              o Discuss what the specific presentation or entertainment program will be for your event You donrsquot want to be surprised

                                              o Try to negotiate a flat fee See if the speaker is willing to include travel hotel or other costs in the fee

                                              o Check contingency plans for illness bad weather power outages etc

                                              o Make sure the venue can accommodate your choice (A two-piece act in a large convention room will get lost)

                                              o Arrange for something to fill in when the band takes a break

                                              o Make sure you have covered all equipment needs (lectern microphone preference overhead projector LCD panel video equipment) Check computer compatibility Be thorough about the technical requirements and make sure you know what is allowed and whether the room can accommodate the equipment such as large screens

                                              o Check access to freight elevators and be sure to leave time for setup

                                              and breakdowno Be sure to meet with the on-site

                                              technician and make sure you can contact her or him in an emergency

                                              o Check all mics and sound levels well before itrsquos time for the speaker

                                              o Make sure the speaker or room monitor knows where the light switches are how they work and who will dim them on cue

                                              o Check sightlines to the stage or podium Never place the speaker in front of a window shiny surface or busy background where glare or distracting elements will compete and diminish attention to the message

                                              o Fresh or silk flower arrangements or plants near the podium create a feeling of comfort (Be sure to ask the speaker about allergies)

                                              o Will speaker provide handout material or need copies made

                                              Be green Encourage attendees to go to websites for handouts or distribute them digitally on USB drives

                                              o Make sure the speaker knows how much time is allotted for his or her presentation and how much time should be left for QampAs

                                              o Is there a rehearsal schedule Is there a speakerrsquos room (green room) where he or she can wait or do last-minute preparations

                                              o Have water available at the podiumo Let speakers and other guests know

                                              what meetings or events they are invited to attend Are they invited to the awards dinner

                                              o Are they willing to offer other services MCing working the floor handling an information booth etc

                                              o If staff members are doing presentations and need to improve their speaking skills consider hiring a theater professional to work with them on stage presence body language vocal work and delivery Corporate divisions of theater and improv companies have a variety of programs that can enhance employee training and development and are often staffed by actors with corporate backgrounds

                                              o If you are planning a team-building activity make sure it suits your grouprsquos demographics Itrsquos important that whatever you plan itrsquos fun as well as challenging and wonrsquot leave anyone out in the cold

                                              o Want a speaker to be a virtual emcee or presenter Look for someone with broadcast experience

                                              HIRING SPEAKERS amp ENTERTAINMENT

                                              SPEAKERS ONLINEbull Thespeakersgroupcom

                                              Celebrity speakers and experts Search by price range

                                              bull Brooksinternationalcom Celebrities famous athletes motivational speakers and entertainers

                                              bull Nsaspeakerorg National Speakers Association

                                              bull Premierespeakerscom International resource for prominent speakers

                                              bull Speakerscom Authors impersonators actors celebrities and special interest speakers

                                              bull Speakingcom Keynote speakers

                                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                              13PLANYOURMEETINGSCOM | PYM 2015

                                              Continued on next page

                                              MANAGE YOUR MEETINGo Get organized with the basics a word

                                              processor a spreadsheet and a databaseo If you need guidance download

                                              free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                                              o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                                              o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                                              o I nvite local press or industry bloggers to attend and cover your event

                                              GET CONNECTEDo Make sure you know how attendees

                                              can get connected to the Internet on-site and at what cost

                                              o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                                              o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                                              o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                                              o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                                              o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                                              Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                                              MAKE IT SNAPPYo Encourage presenters to include YouTube

                                              videos and music in PowerPointKeynotePrezi presentations

                                              o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                                              o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                                              SET THE STAGEo Choose a room with adjustable

                                              lighting Keep the room light enough to take notes

                                              o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                                              o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                                              o Copy boards let presenters record notes and print them out for attendees

                                              o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                                              o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                                              o Multiple panels can double as video-enhanced scenery projecting one or many background images

                                              o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                                              o You donrsquot need a screen to project images

                                              8 EXTRA TIPS

                                              1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                                              2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                                              3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                                              4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                                              5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                                              6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                                              7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                                              8 4GLTE cell conections are faster than most Wi-Fi connctions

                                              TECHNOLOGY KNOW-HOW

                                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                              PYM 2015 | PLANYOURMEETINGSCOM14

                                              The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                                              o Consider creating projected 3-D images to interact with speakers or audience

                                              o Self-contained roll-up venues are available for outdoor events

                                              o Check the presentation sightlines from everywhere in the room

                                              o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                                              o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                                              BE PREPAREDo Walkie-talkies are your best friends

                                              All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                                              o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                                              o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                                              o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                                              o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                                              Continued

                                              BY AIRo Whorsquos in charge of booking flights

                                              An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                                              o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                                              o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                                              o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                                              o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                                              o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                                              o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                                              o Note fees for checked luggage

                                              GROUND TRANSPORTATIONo Check with hotels and facilities many

                                              have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                                              o Arrange limousine (Hummer town car) transfers for VIPs

                                              o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                                              o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                                              and visitors bureau (CVB) about how to

                                              GETTING THERE AND BACK

                                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                              15PLANYOURMEETINGSCOM | PYM 2015

                                              handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                                              o Contact local transportation companies the CVB recommends

                                              o Does the city have a public transportation system that would be useful Are group fares or charters available

                                              o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                                              o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                                              o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                                              o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                                              equipped vehicles if neededo If venues are within walking distance

                                              give attendees maps

                                              BE PREPAREDo Make sure the vendor carries adequate

                                              insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                                              is responsible for whato Have passenger lists to check so no one gets

                                              left behindo Keep shuttle vans stocked with water and

                                              light snacks especially if attendees will be getting on and off more than once a day

                                              o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                                              o If attendees will have bags with them make sure shuttles have ample storage space

                                              o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                                              PREPARE THEMo Keep attendees informed about what they

                                              should expect before they arrive o Whatrsquos the weather like What activities

                                              are planned Will they need sensible shoes What should they pack

                                              o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                                              o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                                              o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                                              o Donrsquot ever assume attendees know where theyrsquore supposed to be

                                              o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                                              Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                                              Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                                              Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                                              For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                                              7 SAFETY TIPS1 Gather a list of emergency

                                              contact numbers from the local CVB and notify authorities when your group will be in town

                                              2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                                              3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                                              5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                                              6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                                              7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                                              copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                              • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                                              • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                                              • Pathable 85x11 adpdf
                                              • X-Bytes adpdf
                                              • Topi adpdf
                                              • PYM Practical Guide to Meeting Planning 2014 r1pdf

                                                13PLANYOURMEETINGSCOM | PYM 2015

                                                Continued on next page

                                                MANAGE YOUR MEETINGo Get organized with the basics a word

                                                processor a spreadsheet and a databaseo If you need guidance download

                                                free Excel spreadsheet templates for everything from conference matrix grids to attrition calculators from corbinballcomtipstools

                                                o If you want everything spelled out for you meeting management software packages such as APEX Powershop can include everything from RFPs to housing lists nametags and budgets

                                                o Organize press releases email invitations and marketing metrics with an online system such as Certain Meetings or Constant Contact

                                                o I nvite local press or industry bloggers to attend and cover your event

                                                GET CONNECTEDo Make sure you know how attendees

                                                can get connected to the Internet on-site and at what cost

                                                o Use a video-conferencing facility G+ hangouts or a virtual network like Second Life to facilitate training sessions and conferences between attendees in far-flung destinations or to introduce a special speaker to the group

                                                o Need broadcast-quality resolution Go for HD camerasprojectors satellite feeds or Internet 2 access Live satellite broadcasts also are available for conferences held in movie theaters Check ncmcom for more information

                                                o On a tight budget Webcam-equipped laptops create instant conferences over the Internet using free software like Skypecom Google hangouts and ooVoocom

                                                o The World Clock Meeting Planner (timeanddatecomworldclockmeetinghtml) calculates the best conference times for attendees in up to four time zones

                                                o Leverage technology such as Twitter Facebook LinkedIn Eventbrite

                                                Slideshare Tumblr YouTube Lanyrd and Google+ to help you network connect attendees and market your event

                                                MAKE IT SNAPPYo Encourage presenters to include YouTube

                                                videos and music in PowerPointKeynotePrezi presentations

                                                o Spice up a boring presentation with a little humor Some improv theaters have corporate entertainmentvideo departments or can team-build

                                                o Moderate Twitter streams for real-time conversationsfeedback using an event specific hashtag (eg yaypym) and provide a blogging station during general sessions

                                                SET THE STAGEo Choose a room with adjustable

                                                lighting Keep the room light enough to take notes

                                                o Datadigital projectors can be hooked up to laptops DVD players or mobile devices

                                                o Using closed-circuit video in large rooms allows you to scatter satellite screens throughout the audience to improve everyonersquos access to the information presented

                                                o Copy boards let presenters record notes and print them out for attendees

                                                o Interactive whiteboards are connected to a computer and projector allowing presenters to interact with the audience and access computer-based information at the same time

                                                o Plasma display panels (PDP) or flat-panel television screens can be used in lieu of a traditional screen PDP overlays turn plasma panels into interactive whiteboards

                                                o Multiple panels can double as video-enhanced scenery projecting one or many background images

                                                o Water screens provide a high-resolution projection surface that ldquofloatsrdquo

                                                o You donrsquot need a screen to project images

                                                8 EXTRA TIPS

                                                1 Research areas yoursquore unfamiliar with at planyourmeetingscomdestinations or on our business directory

                                                2 Find out whether airfare rates are likely to rise or fall and see what the current lowest fares are at bingcomtravel

                                                3 Make sure software is com-patible with your comput-errsquos operating system Also only load software on the computer you will be doing the most work on software locks may prevent it from running on more than one machine

                                                4 Create a closed-circuit video connection between the main space and any spillover group so everyone can see whatrsquos going on

                                                5 Use the free TechSpec app to rate a venue or hotelrsquos technical infrastructure and compare potential meeting sites

                                                6 Need backup Internet 4GLTE aircards may be rented by the day from daypasswirelesscom

                                                7 A mobile devicersquos hotspot may be used in lieu of wired Internet if yours goes out But tether the device to a laptop via a USB cable to ensure the best connec-tion

                                                8 4GLTE cell conections are faster than most Wi-Fi connctions

                                                TECHNOLOGY KNOW-HOW

                                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                                PYM 2015 | PLANYOURMEETINGSCOM14

                                                The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                                                o Consider creating projected 3-D images to interact with speakers or audience

                                                o Self-contained roll-up venues are available for outdoor events

                                                o Check the presentation sightlines from everywhere in the room

                                                o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                                                o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                                                BE PREPAREDo Walkie-talkies are your best friends

                                                All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                                                o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                                                o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                                                o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                                                o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                                                Continued

                                                BY AIRo Whorsquos in charge of booking flights

                                                An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                                                o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                                                o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                                                o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                                                o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                                                o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                                                o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                                                o Note fees for checked luggage

                                                GROUND TRANSPORTATIONo Check with hotels and facilities many

                                                have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                                                o Arrange limousine (Hummer town car) transfers for VIPs

                                                o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                                                o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                                                and visitors bureau (CVB) about how to

                                                GETTING THERE AND BACK

                                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                                15PLANYOURMEETINGSCOM | PYM 2015

                                                handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                                                o Contact local transportation companies the CVB recommends

                                                o Does the city have a public transportation system that would be useful Are group fares or charters available

                                                o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                                                o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                                                o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                                                o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                                                equipped vehicles if neededo If venues are within walking distance

                                                give attendees maps

                                                BE PREPAREDo Make sure the vendor carries adequate

                                                insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                                                is responsible for whato Have passenger lists to check so no one gets

                                                left behindo Keep shuttle vans stocked with water and

                                                light snacks especially if attendees will be getting on and off more than once a day

                                                o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                                                o If attendees will have bags with them make sure shuttles have ample storage space

                                                o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                                                PREPARE THEMo Keep attendees informed about what they

                                                should expect before they arrive o Whatrsquos the weather like What activities

                                                are planned Will they need sensible shoes What should they pack

                                                o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                                                o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                                                o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                                                o Donrsquot ever assume attendees know where theyrsquore supposed to be

                                                o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                                                Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                                                Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                                                Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                                                For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                                                7 SAFETY TIPS1 Gather a list of emergency

                                                contact numbers from the local CVB and notify authorities when your group will be in town

                                                2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                                                3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                                                5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                                                6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                                                7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                                                copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                                • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                                                • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                                                • Pathable 85x11 adpdf
                                                • X-Bytes adpdf
                                                • Topi adpdf
                                                • PYM Practical Guide to Meeting Planning 2014 r1pdf

                                                  PYM 2015 | PLANYOURMEETINGSCOM14

                                                  The surface of a pool the walls of a room a wall of water mdash anything that is flat will add texture and a touch of the unexpected to projected displays

                                                  o Consider creating projected 3-D images to interact with speakers or audience

                                                  o Self-contained roll-up venues are available for outdoor events

                                                  o Check the presentation sightlines from everywhere in the room

                                                  o Encourage speakers to interact with the audience by providing clip-on lavaliere handheld wireless or headset microphones

                                                  o Use colors and light to transform the mood of a room and brand the space Laser lighting can create rock-show effects spell out company logos or slogans and reinforce the rhythm and mood of piped-in music Gobo gels in fixed lights can project logos and color washes Special gobo gels can simulate textures as well

                                                  BE PREPAREDo Walkie-talkies are your best friends

                                                  All important contacts should have one on the big day Donrsquot rely on cell phones (although the Voxer walkie-talkie app is cool)

                                                  o Make sure the venue provides you with at least one tech-savvy AV person who will be on-call and within armrsquos reach throughout the event

                                                  o Have extra batteries for microphones dongles for projectors and charger plugs for laptops in the presentation room

                                                  o Make sure projection equipment is compatible with the disc or laptop the presenter is bringing in advance Just in case have a backup plan

                                                  o Use text messages social networks conference apps and emails to broadcast emergency information or schedule changes as needed

                                                  Continued

                                                  BY AIRo Whorsquos in charge of booking flights

                                                  An in-house department An outside travel agency Coordinate flight arrivals to simplify ground transportation arrangements (and lower costs)

                                                  o Select an official airline Some airlines have group sales departments offering discounted fares ticketing services and convenient billing policies

                                                  o Airfares tend to be lower if yoursquore flying into a major hub where an airline is based

                                                  o Best fares are traditionally found 90 days out Bingcomtravel predicts whether fares will rise or drop and lists what the current lowest fare is on any given day

                                                  o Encourage attendees to use your official air carrier Use that as leverage to get complimentary tickets based on number of seats booked to use for future flights for staff or VIPs

                                                  o Ask airlines for additional frequent flyer points for your group and for an additional discount for those booking flights 60 days or more in advance

                                                  o Negotiate for the use of the carrierrsquos VIP lounge for an attendee meet- and-greet

                                                  o Note fees for checked luggage

                                                  GROUND TRANSPORTATIONo Check with hotels and facilities many

                                                  have free dedicated airport shuttles or can provide airport pickups for a minimal fee

                                                  o Arrange limousine (Hummer town car) transfers for VIPs

                                                  o Do you need to ask for concessions on staging areas and curb space at the airport or venue

                                                  o Are police needed for extra security If so who will pay for themo Get advice from the local convention

                                                  and visitors bureau (CVB) about how to

                                                  GETTING THERE AND BACK

                                                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                                  15PLANYOURMEETINGSCOM | PYM 2015

                                                  handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                                                  o Contact local transportation companies the CVB recommends

                                                  o Does the city have a public transportation system that would be useful Are group fares or charters available

                                                  o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                                                  o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                                                  o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                                                  o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                                                  equipped vehicles if neededo If venues are within walking distance

                                                  give attendees maps

                                                  BE PREPAREDo Make sure the vendor carries adequate

                                                  insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                                                  is responsible for whato Have passenger lists to check so no one gets

                                                  left behindo Keep shuttle vans stocked with water and

                                                  light snacks especially if attendees will be getting on and off more than once a day

                                                  o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                                                  o If attendees will have bags with them make sure shuttles have ample storage space

                                                  o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                                                  PREPARE THEMo Keep attendees informed about what they

                                                  should expect before they arrive o Whatrsquos the weather like What activities

                                                  are planned Will they need sensible shoes What should they pack

                                                  o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                                                  o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                                                  o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                                                  o Donrsquot ever assume attendees know where theyrsquore supposed to be

                                                  o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                                                  Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                                                  Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                                                  Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                                                  For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                                                  7 SAFETY TIPS1 Gather a list of emergency

                                                  contact numbers from the local CVB and notify authorities when your group will be in town

                                                  2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                                                  3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                                                  5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                                                  6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                                                  7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                                                  copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                                  • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                                                  • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                                                  • Pathable 85x11 adpdf
                                                  • X-Bytes adpdf
                                                  • Topi adpdf
                                                  • PYM Practical Guide to Meeting Planning 2014 r1pdf

                                                    15PLANYOURMEETINGSCOM | PYM 2015

                                                    handle group transportation needs Do they have examples of what similar size groups have done in the past Do they have suggestions for unusual forms of transportation

                                                    o Contact local transportation companies the CVB recommends

                                                    o Does the city have a public transportation system that would be useful Are group fares or charters available

                                                    o What are taxicab fares and can prepaid vouchers be purchased for attendees in advance

                                                    o Consider hiring a destination management company to arrange transportation and drivers print brochures and maps for attendees and set up signs and loading areas

                                                    o Whatrsquos the transportation schedule A continuous loop Morning and afternoon only On demand

                                                    o Whorsquos providing signage for each vehicleo Arrange America Disabilities Act (ADA)-

                                                    equipped vehicles if neededo If venues are within walking distance

                                                    give attendees maps

                                                    BE PREPAREDo Make sure the vendor carries adequate

                                                    insurance that states liability limits o Ask for recent referenceso Make sure vendorsrsquo contracts spell out who

                                                    is responsible for whato Have passenger lists to check so no one gets

                                                    left behindo Keep shuttle vans stocked with water and

                                                    light snacks especially if attendees will be getting on and off more than once a day

                                                    o Consider hiring a speaker or storyteller to amuse attendees if they will be on the bus for more than 20 minutes

                                                    o If attendees will have bags with them make sure shuttles have ample storage space

                                                    o Keep informed about local construction schedules and traffic patterns use that information to avoid both while in town

                                                    PREPARE THEMo Keep attendees informed about what they

                                                    should expect before they arrive o Whatrsquos the weather like What activities

                                                    are planned Will they need sensible shoes What should they pack

                                                    o Whatrsquos the airport layout Where should they go after they land and who will be there to meet them What should they do if their plane is late

                                                    o Greet attendees at the airport with a bottle of water and with welcome packets they can relax rehydrate and reorient themselves to the new task at hand before arriving at the hotel

                                                    o Provide diagrams of the meeting venue and transportation hubs so no one wastes time getting lost

                                                    o Donrsquot ever assume attendees know where theyrsquore supposed to be

                                                    o Be productive in informing attendees about potential crises like hurricanes or flu outbreaks so they know what contingency plans are in place

                                                    Jackie Thornton MS CMP contributed the seating chart to this guide President of Global Marketing and PR Inc Jackie also teaches event planning certificate courses

                                                    Claire Gould owner of Rx for Events LLC contributed to the FampB section Claire shares her FampB tips and experiences monthly at PlanYourMeetingscom

                                                    Plan Your Meetings Chief Storyteller Kristi Casey Sanders updated and edited this guide

                                                    For more best practices planning trends tips ideas examples industry news and more claim your free subscription to PYM at PlanYourMeetingscomsubscribe

                                                    7 SAFETY TIPS1 Gather a list of emergency

                                                    contact numbers from the local CVB and notify authorities when your group will be in town

                                                    2 Meet with hotel and facility security professionals and go over emergency procedures particularly exit and crowd management strategies Know city plans too

                                                    3 Go over internal communication plans know who is doing what and make sure everyone is on the same page and is connected during the event

                                                    5 Make sure properties and facilities are aware of who your vendors are what they are delivering and when they are expected

                                                    6 Know whatrsquos going on in the world Designate someone who can deal with questions and concerns attendees may have Have alternative travel plans just in case

                                                    7 Spell out specifically who is responsible for what in vendor contracts Vendorsrsquo insurance should state liability limits see if your group can be named as additional insured Consider getting an event cancellation policy

                                                    copy2015 Plan Your Meetings All rights reserved May not be reproduced in whole or part without permission

                                                    • PYM-LIVE-Event_2015_AtlProgram_proof-4pdf
                                                    • HyattPerimeterVC_PYM14i2 hp island hq r1pdf
                                                    • Pathable 85x11 adpdf
                                                    • X-Bytes adpdf
                                                    • Topi adpdf
                                                    • PYM Practical Guide to Meeting Planning 2014 r1pdf

                                                      top related