The Ultimate Guide to Meeting Planning Automation v1 - Feb 2014

Introduction to Meeting

Planning Automation

What it is, why its important,

and what you can do about it

Feb 20

#MPITechCon

Audience-Presenter Agreement

• Stop me at any point if you have any questions.

• Engage me (@danberger) and other via twitter #MtgAutomation.

• Take as many notes/photos and share as you please.

• Free pass to not participate.

• Help me slow down.

Learning Objectives

1. Understand what really automation means.

2. Learn how you can start automating now.

3. See the future of meeting planning automation.

Turn to your neighbor: Which of these is most important to you and why?

Chapter 1: Automation

Quick poll

• Who finds automation a scary word?

Interactive Exercise

Reflect over the last 10 years of your life, what have you seen

become automated?

Examples of automation today

Meeting Planning Automation (def.)

The use of various technologies for meeting planning with minimal or

reduced human intervention.

A process or combination of processes to help you become more

strategic about and effective at your job.

Interactive Exercise

What are some of the things in

your workflow that you would

automate?

Tips:

Don’t just think about the parts

you hate. Think about the

things that take the most time.

Chapter 2: Automate Now!

The benefits of automation

• Give you time to do other things

• Decrease labor costs

• Lower probability for errors

• Advance your career

Baseline Needs from Any Technology

• Integrates into your workflow (SMS/Push/email)

• Cloud-based for collaboration

• Open

• Best Case = API

• Minimum = Data Liberation

Automation Glossary

Manage

Source

Communicate

Plan

Objectives

Data

Organization’s Mission

Project MgtScheduling

Transportation HousingSite Selection

Surveys

Badges, Check-in, etc

Email

Marketing

Speaker Mgt Design

Reg Social Media

Reports

Measure

Database

Logistics

The

Meeting

Planning

Process

Pyramid

Two ways to look at automation

• Task-specific

• System-wide

Task-specific

Measure

Manage

Source

Communicate

Plan

Objectives

Organization’s Mission

Data

Automation 101: Meeting’s Objectives

• What does your audience need? (Education? Networking?)

• Who to invite?

Measure

Manage

Source

Communicate

Plan

Objectives

Organization’s Mission

Data

Measure

Manage

Source

Communicate

Plan

Objectives

Organization’s Mission

Data

Measure

Manage

Source

Communicate

Plan

Objectives

Organization’s Mission

Data

Measure

Manage

Source

Communicate

Plan

Objectives

Organization’s Mission

Data

source: http://blog.nerdery.com/2013/11/nerdery-labs-ibeacon-experiments/

Measure

Manage

Source

Communicate

Plan

Objectives

Organization’s Mission

Data

Measure

Manage

Source

Communicate

Plan

Objectives

Organization’s Mission

Data

System-wide

System-wide (DIY)

Automation Consultants Available!

Find this

guy!

Thank you!

Email: [email protected]

Twitter: @danberger