CMP Study Group : CMP Study Group Session One ©2009 Ellen Maiara, CMP & Event Solutions Management
Agenda : Agenda Housekeeping
Review Quiz
Content review ©2009 Ellen Maiara, CMP & Event Solutions Management 2
Housekeeping : Housekeeping How did writing questions go?
Question submittal form
Introduction in the forum
Are your assignments, vocabulary and quizzes clear on the Moodle site? ©2009 Ellen Maiara, CMP & Event Solutions Management 3
Quiz : Quiz Quiz ©2009 Ellen Maiara, CMP & Event Solutions Management 4
Evaluations : Evaluations Start with the end in mind
Record both successes and challenges
Ongoing process
Records history
Plan for the future ©2009 Ellen Maiara, CMP & Event Solutions Management 5
Who Defines Success? : Who Defines Success? Stakeholders
Board of Directors
Conference coordinator
Exhibitors
Sponsors
Attendees
Contracted service providers and hotel ©2009 Ellen Maiara, CMP & Event Solutions Management 6
What should be evaluated? : What should be evaluated? Conference program
Dates
Schedule
Learning objectives
Speakers
Audiovisual
Recommendations for the future ©2009 Ellen Maiara, CMP & Event Solutions Management 7
What should be evaluated? : What should be evaluated? Exhibition
Hours
Quality of exhibitor
Quality of attendees
Exhibit services and Move in/out
Security
Promotional materials ©2009 Ellen Maiara, CMP & Event Solutions Management 8
What should be evaluated? : What should be evaluated? Site
City
Hotel
Meeting facilities
Food and beverage ©2009 Ellen Maiara, CMP & Event Solutions Management 9
What should be evaluated? : What should be evaluated? Services
Facility staff
CVB staff
Tour operators
Transportation providers
AV contractors ©2009 Ellen Maiara, CMP & Event Solutions Management 10
What should be evaluated? : What should be evaluated? Other elements
Entertainment
Recreational activities
Spouse/guest programs
Social activities
Any other ideas? ©2009 Ellen Maiara, CMP & Event Solutions Management 11
When to conduct an evaluation? : When to conduct an evaluation? Before the event
Needs assessment
Provide benchmarks for post event evaluation
During the event
Sessions immediately after they conclude
After the event
1 – 2 weeks after gauge overall experience ©2009 Ellen Maiara, CMP & Event Solutions Management 12
Surveys/Questionnaires : Surveys/Questionnaires Most common form of evaluation
Responses can be biased
Leading questions
Omitting key questions
Vague choices for response ©2009 Ellen Maiara, CMP & Event Solutions Management 13
Surveys/Questionnaires : Surveys/Questionnaires Can be tabulated and quantified
Quantifiable/hard data
Can be represented numerically
Used in executive summary ©2009 Ellen Maiara, CMP & Event Solutions Management 14
Types of Data : Types of Data Quantitative
Hard data
Represented numerically
Allow comparison of scores, ranks, averages and frequencies
Responses tallied and assigned point value ©2009 Ellen Maiara, CMP & Event Solutions Management 15
Types of Data : Types of Data Qualitative
Soft data
Descriptive record of observations
Derived from open ended questions
Limit the number ©2009 Ellen Maiara, CMP & Event Solutions Management 16
Types of Questions : Types of Questions Open ended
Unlimited response options
What did you like about the conference and why? ©2009 Ellen Maiara, CMP & Event Solutions Management 17
Types of Questions : Types of Questions Checklist
List of items
Participants check all that apply
Which of the following activities did you attend?
Opening reception
Networking lunch
Closing reception ©2009 Ellen Maiara, CMP & Event Solutions Management 18
Types of Questions : Types of Questions Two way question
Offers alternative responses
Did you attend the awards banquet?
Yes
No ©2009 Ellen Maiara, CMP & Event Solutions Management 19
Types of Questions : Types of Questions Multiple Choice Question
Provides a range of response options
Also called a Likert Scale or Rating Scale
How would you rate the speaker for this session?
Excellent
Good
Fair
Poor ©2009 Ellen Maiara, CMP & Event Solutions Management 20
Types of Questions : Types of Questions Ranking Scale
Requires respondent to rank a list of items
Please rank the following items (1-4) in their importance to you with 1 being the most important and 4 the least.
Room rate
Airline rate
Recreational activities
Meeting facilities ©2009 Ellen Maiara, CMP & Event Solutions Management 21
Survey Design : Survey Design Keep it short and easy – limit to one page
Ask specific questions, addressing only one topic
Avoid professional jargon, abbreviations and acronyms
Put harder questions at the end ©2009 Ellen Maiara, CMP & Event Solutions Management 22
Survey Design : Survey Design Ask personal questions in ranges
Age
Under 18
18-25
26-35
Over 35
Avoid asking names – make it optional
Include contact name and information ©2009 Ellen Maiara, CMP & Event Solutions Management 23
Survey Design : Survey Design Number all questions
Readable and visually simple
Provide space between questions
When evaluating different groups, put surveys on different color paper ©2009 Ellen Maiara, CMP & Event Solutions Management 24
Survey Design : Survey Design Offer to make results available to respondents
Use online surveys
Thank respondents for their time and effort
Pretest the survey ©2009 Ellen Maiara, CMP & Event Solutions Management 25
Administering the Evaluation : Administering the Evaluation Distribute on site
In tote bags
Central drop off location
Follow-up with a mail, phone or online survey
Include postage paid envelope
Small incentive as a thank you ©2009 Ellen Maiara, CMP & Event Solutions Management 26
Analyzing the Results : Analyzing the Results Count frequencies
Determine averages
Outsource the process to professionals
Optical scan
Reduce time to read and tabulate
Online surveys
Reduce time to read and tabulate ©2009 Ellen Maiara, CMP & Event Solutions Management 27
Etiquette : Etiquette Touches all elements of communication and the way we deal with customers and colleagues. ©2009 Ellen Maiara, CMP & Event Solutions Management 28
Protocol : Protocol The code of international courtesy that blends diplomatic form, ceremony and etiquette. ©2009 Ellen Maiara, CMP & Event Solutions Management 29
Forms of Address : Forms of Address First impressions are lasting ones
Handshake
Firm
Web to web
Direct eye contact
2 or 3 shakes
Smile
Mention the person by name
Start and end conversations
Be culturally aware ©2009 Ellen Maiara, CMP & Event Solutions Management 30
Forms of Address : Forms of Address Introductions
HOW
H = higher authority
The person of lesser rank is introduced to the person of higher rank
O = older
When rank is not a major issue, introduce the younger to the older
W = women
When there are 2 people of similar age and rank, introduce the man to the woman
Exceptions - clients, clergy & political dignitary
Receive the introduction and be mentioned first ©2009 Ellen Maiara, CMP & Event Solutions Management 31
Communication & Correspondence : Communication & Correspondence Email
Write a solid subject line
Put important message first
Use punctuation, paragraphs
Do not reprimand
Be careful about humor, sarcasm, politics, religion & chain letters
Avoid emoticons ?
Spell check & always re-read before sending
Signature lines ©2009 Ellen Maiara, CMP & Event Solutions Management 32
Communication & Correspondence : Communication & Correspondence Telephone etiquette
Answer the phone with a smile on your face
Keep voicemail message short and to the point
Be aware of time when you are returning calls
Be organized before placing calls
If you are making the call and get disconnected, you should call back
If you are place on hold, after 3 minutes, you have the right to hang up ©2009 Ellen Maiara, CMP & Event Solutions Management 33
Communication & Correspondence : Communication & Correspondence Conference call etiquette
If you are placing the call, be aware of time zones
If you are calling in, be on time or slightly early
Always identify yourself before speaking ©2009 Ellen Maiara, CMP & Event Solutions Management 34
Communication & Correspondence : Communication & Correspondence Speaker phones
Never answer phone using speaker function
Cell phones
Remember your surroundings
Be considerate
Leave the table ©2009 Ellen Maiara, CMP & Event Solutions Management 35
Communication & Correspondence : Communication & Correspondence Invitations
Formal
Hand addressed in black ink
Use stamp, not meter
Include who, what, where and how ©2009 Ellen Maiara, CMP & Event Solutions Management 36
Communication & Correspondence : Communication & Correspondence Thank you notes
Personal
Simple
Timely
3-3-3 format
3 minute to write
No more than 3 lines
Send within 3 days ©2009 Ellen Maiara, CMP & Event Solutions Management 37
Communication & Correspondence : Communication & Correspondence Stationary
State image and perception about company
Letterhead
US 8.5 x 11 inches
Logo
Quality paper
2nd sheet same paper, no logo
Matching envelopes with return address ©2009 Ellen Maiara, CMP & Event Solutions Management 38
Communication & Correspondence : Communication & Correspondence Stationary
Monarch
US 7.25 x 10.5 US
Personal business letters
“Executive sheets”
If for personal use – imprinted with name
If for business use – imprinted same as letterhead
Fold over notes
Ideal for thank you notes ©2009 Ellen Maiara, CMP & Event Solutions Management 39
Communication & Correspondence : Communication & Correspondence Stationary
Correspondence cards
US 4.25 x 6.5 inches
Less formal
Flat heavy paper
Print styles
Engraving – 3-dimensional impression
Thermograph – perceived as 3-d but is not
Flat – ink applied to a flat surface ©2009 Ellen Maiara, CMP & Event Solutions Management 40
RSVPs : RSVPs Stands for repondez s’il vous plait (please reply)
Reply quickly
You must reply, accept or regrets
You may change your mind
Follow-up with host
Never ask to bring uninvited guests
Expressed as RSVP or R.S.V.P. ©2009 Ellen Maiara, CMP & Event Solutions Management 41
Receiving Lines : Receiving Lines Do not use with 50 or fewer guests
Near the entrance door and away from cocktail area
Host
Guest of Honor
Guest of Honor’s spouse
Host’s spouse
Relay names or guests introduce themselves ©2009 Ellen Maiara, CMP & Event Solutions Management 42
Independent Meeting Planner : Independent Meeting Planner Fastest growing segment in industry
Many different functions
Own you own business
Home office
Self discipline
Business plan
Finding a niche market ©2009 Ellen Maiara, CMP & Event Solutions Management 43
Core Competencies : Core Competencies Administration
Office neat and tidy
Process accounts, filing, etc
Technology
Communication
Ensure regular contact with clients
Stay current
Working with Suppliers
Excellent resource ©2009 Ellen Maiara, CMP & Event Solutions Management 44
Core Competencies : Core Competencies Responding to RFPs
Build new business
Include experience and background
Expertise and services provided
Ability to complete the project on a timely basis within budget
Tools the planner has to complete the project
Whether the planner will be using third parties to complete the project ©2009 Ellen Maiara, CMP & Event Solutions Management 45
Support Mechanisms : Support Mechanisms Lawyers
Accountants
Technology ©2009 Ellen Maiara, CMP & Event Solutions Management 46
The Contract : The Contract Contracting parties
Scope of responsibilities of both parties
Statement about how and when the planner will be paid
Mutual indemnification
Termination and cancellation clauses ©2009 Ellen Maiara, CMP & Event Solutions Management 47
Legal Structure : Legal Structure Sole proprietorship
Limited liability company
Tax advantages
Partnership
Corporation
Tax advantages
Fictitious name
May need to file additional documentation ©2009 Ellen Maiara, CMP & Event Solutions Management 48
Pricing and Start Up Costs : Pricing and Start Up Costs How to price services?
Advice from others
Personal expenses
Business expenses
Build a budget
Commissions and conflicts ©2009 Ellen Maiara, CMP & Event Solutions Management 49
Dining : Dining Host
Lead your guests through the meal
Guest
Let the host guide you
Seating arrangements
Removing napkin from the table
Speed and protocol of the meal and business
Wait to conduct business between the entrée and dessert and/or coffee ©2009 Ellen Maiara, CMP & Event Solutions Management 50
Seating Arrangements : Seating Arrangements Considerations
Rank
Country
Religious officials
Elderly
Military personnel
Executives
Seat of honor is to the right of the host
2nd important seat to the left of the host ©2009 Ellen Maiara, CMP & Event Solutions Management 51
Seating Arrangements : Seating Arrangements Each table should have a designated host
Alternate male-female seating
Do not seat spouses together
Round tables are preferable
Facilitates conversation
Seat speakers as close to the lectern as possible
In complicated matters, consult a comprehensive protocol reference ©2009 Ellen Maiara, CMP & Event Solutions Management 52
Seating Arrangements : Seating Arrangements Table host should make introductions
If using place cards, honorifics & names should be handwritten
Titles and surnames are spelled out in full ©2009 Ellen Maiara, CMP & Event Solutions Management 53
Business Cards : Business Cards Be aware of special protocol
Japan
present with both hands, slight bow
Middle East and Southeast Asia
Present with only right hand
Include company name and title
Do not use abbreviations
2 languages – 2 sided
Accept card with both hands.
Treat it as valuable ©2009 Ellen Maiara, CMP & Event Solutions Management 54
Flags : Flags Appearing on its home ground
Speaker’s right as he/she faces the audience
2 or more countries
Same size
Separate staffs that are the same height
Guest of honor’s flag is placed to the left of the host’s flag
Other national flags are placed in alphabetical order, to the left of the guest of honor’s flag ©2009 Ellen Maiara, CMP & Event Solutions Management 55
Meeting People : Meeting People Treat each meeting as an interview
Arrive on time
Be prepared
Remain standing and ready for handshake
Walk around the table/desk
Wait to be invited to sit
Address person by their name
Eye contact
Listen ©2009 Ellen Maiara, CMP & Event Solutions Management 56
Attitude and Appearance : Attitude and Appearance First impression
5 – 10 seconds
Appear approachable
Arms at side
Direct eye contact
Warm smile
Reactions to other people
7% spoken word
38% tone
55% nonverbal communication ©2009 Ellen Maiara, CMP & Event Solutions Management 57
Image : Image Business casual
A style of dress that is less formal than the standard office attire of suit and tie or dress
Casual attire
Sports shirt, possibly with a jacket for me, resort wear for women ©2009 Ellen Maiara, CMP & Event Solutions Management 58
Networking : Networking Arrive on time
Keep in mind why you are there and who sent you
Be confident, extend hand and make introductions
Have business cards ready, not brochures
Be ready with small talk – not inappropriate topics ©2009 Ellen Maiara, CMP & Event Solutions Management 59
Networking : Networking Don’t monopolize the conversation
Be aware of current events
Pay attention
Maintain eye contact
80/20 Rule
80% time you listen, 20% of the time you talk ©2009 Ellen Maiara, CMP & Event Solutions Management 60
Giving Toasts : Giving Toasts Verbal salute
Lift glass
Honored guest remains seated and usually does not drink to himself
After the toast may rise and say thank you
May then raise his glass and return a toast
Keep it short, simple and sincere ©2009 Ellen Maiara, CMP & Event Solutions Management 61
Ethics : Ethics No universal ethical conduct exists
MPI’s Principals of Professionalism
How well will you think of yourself?
How would someone you admire respond? ©2009 Ellen Maiara, CMP & Event Solutions Management 62
Ethics : Ethics 6 point test
Does the chosen course of action seem logical and reasonable?
Does the choice pass the test of sportsmanship? Is it fair to all involved?
Where do you think the plan will lead?
How well will you think of yourself?
How would someone you admire respond?
Would it make a difference if your family and friends knew about your decision? ©2009 Ellen Maiara, CMP & Event Solutions Management 63
Event Industry Ethics : Event Industry Ethics Familiarization (Fam) Trips
Ethical when they involve a legitimate buyer and a legitimate seller
Complimentary room amenities
Gifts and cash considerations are not ethical
Offering and accepting a bribe is not ethical
Incentive not relative to the event is not ethical
Separate the lure of incentive ©2009 Ellen Maiara, CMP & Event Solutions Management 64
Event Industry Ethics : Event Industry Ethics One party in a contract negotiation changes the text of the contract without advising or consulting the other part is unethical
A venue canceling a booking when presented with a more lucrative deal is unethical
Shopping bids by sharing proposals with competitors in unethical ©2009 Ellen Maiara, CMP & Event Solutions Management 65
Event Industry Ethics : Event Industry Ethics Using creative concepts and intellectual property proposed to you but not purchased by you is unethical
Leveraging suppliers against one another when one supplier has no chance of being awarded the business
Third party bookings at venues and commissions
Overestimating room blocks ©2009 Ellen Maiara, CMP & Event Solutions Management 66
Event Industry Ethics : Event Industry Ethics Accounting of gratuity budget
Suppliers who raise prices during peak times
Perquisites (perks)
Payment, benefit or privilege received in addition to regular income or salary
Conflict of interest statements ©2009 Ellen Maiara, CMP & Event Solutions Management 67
Accepted Practices : Accepted Practices Code of ethics
Professional conduct
Maintain integrity
Be fair
Respect the rights of others
Build goodwill
Work together to benefit all
Living document ©2009 Ellen Maiara, CMP & Event Solutions Management 68
Small Meetings : Small Meetings Determined by number of people
Shorter time line
Develop agenda
Meeting participants – stakeholders
Start on time
Ground rules
Active participant
Stay involved
Focus on the current discussion
Agree to support meeting outcomes ©2009 Ellen Maiara, CMP & Event Solutions Management 69
Thank You! : Thank You! To reach me for a one on one session with your application or to pay for the study group, please contact me as follows:
Ellen Maiara, CMP
877-721-0044
813-401-0739 (cell)
ellen@eventsolutionsmanagement.com
Skype: emaiara ©2009 Ellen Maiara, CMP & Event Solutions Management 70
CMP Study Group : CMP Study Group Information Session ©2009 Ellen Maiara, CMP & Event Solutions Management