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Meeting Planning Timeline: Making A Plan, Planning for Success Society of Government Meeting Professionals A Gilmer Institute of Learning Presentation www.sgmp.org Idea for Meetin g Meetin g Succes s

Meeting Planning Timeline: Making A Plan, Planning for Success Society of Government Meeting Professionals A Gilmer Institute of Learning Presentation

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Meeting Planning Timeline: Making A Plan, Planning for

Success

Society of Government Meeting ProfessionalsA Gilmer Institute of Learning Presentation

www.sgmp.org

Idea for

Meeting

Meeting

Success

Steps in the Timeline1. Six to 12 months out

2. Four to six months out

3. Three months out

4. Two months out

5. One month out

6. One week out

7. Post conference

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Determine who will attend Select several possible meeting

dates and sites Contact hotel/conference centers

and visit relevant Web sites Submit your RFP through

SGMP’s RFP Connection

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Six to 12 Months Out:Once You Decide to Have the Meeting

Visit potential sites and consider: Distance from airportShuttle service and parking

optionsAccessible parking

Select potential sites, obtain referrals

Select a destination and facility

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Six to 12 Months Out:Once You Decide to Have the Meeting

Inform potential attendees of date and locationE-mailRegistration documents

Refine the program/agenda Confirm speakers

Send letter of confirmation with agenda Guidelines for preparing presentations Obtain presenter bio sketches

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Four to Six Months Out

Know your approximate numbers for food and beverage

Be sure to include ADA requirements Look for cost savings measures Include AV needs Identify taxes and service charges Review cancellation and attrition clauses Confirm meeting and sleeping room rate Sign contract

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Four to Six Months Out: Hotel Negotiations

Arrange local transportation needs Shuttles from the airport and train stationsVIP transportationTransportation to special events

Guests needing special assistanceInterpretersAccessible rooms Transportation

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Three Months Out

Determine meeting room set up Design seating for comfort and engagementWatch maximum capacity

Order signageWelcome bannersPodiums signsDirectional signsMessage boards

Communicate with attendeesHotel confirmationTransportation to venues

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Two Months Out

Send rooming list to hotel Finalize speaker travel Determine staff roles at event Order name badges and promotional

materials based on amount needed Finalize AV needs Finalize menus based on what is in season Communicate special dietary needs to chef

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One Month Out

Prepare conference bags and handouts Meet with internal and external meeting staff Run through AV requirements for special

and/or large events with technical staff Confirm signature authority Review emergency preparedness plans

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One Week Out

Post-con with venue Detailed review of billing statements Collect evaluations Evaluate challenges with internal staff Celebrate successes!

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Post Conference

Questions and Answers

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Thank you for participating in today’s workshop. You have earned one

educational contact hour.

Original content for this presentation developed by Charles Sadler, CGMP, CHSP, CHSC.

Edited by Lisa Silverman, MA, CGMP. November 2011