Tips for Planning a Successful Meeting

In business life, we are often called upon to put together a meeting.  It could be a department level one day event or even a multi-day event that requires hotel rooms and dining options.  If you've never been in charge of planning and executing an event, don't panic!  There are some simple steps to follow that will help you come out looking like a star.

Ask Questions
The very worst thing you can do when planning a meeting is assume that you know what is expected.  You will need to ask questions, lots of questions, in order to put on a successful event.  Some basics that need to be established are:

• Budget of event
• Date(s) and time(s) of event
• Preferred location and second choice
• Theme of meeting or event
• Number of attendees and guests
• Meals that will be provided
• Any special entertainment or decorating needs
• AV needs for presenters
• Materials needed for participants
• Meeting room set-up
• Hotel rooms needed

This will give you an excellent starting point for planning, but do not stop asking questions.  The event will continue to evolve as planning goes on, so always be clarifying the details.

Set Up Agenda and Get RSVPs
One of the most difficult things to manage when putting on an event is keeping track of attendees.  It is best to get the agenda set up and sent out to the proposed attendees as soon as possible.  You should plan on having to send this out at least twice, and possibly more, in order to get the most accurate head counts for meals, seating, and hoteling.  It is also very effective to get it out in more than one way.  Send it via email, snail mail, and even by phone in order to reach the most people.

Track Budget and Attendees
Once you have the basics figured out and have made contact with your location, then you will need to start tracking the budget and attendees.  Administrative Business Consulting has put together a great budget and rooming list template that automatically calculates your meeting budget.



Double Check Everything Before the Event
The final tip is to always double check your plans at least a week before the meeting and once more a day or two before.  This will help you get a handle on what items are still unsettled and need to be finalized.  Make sure you know who your site contact will be and meet with that person before the meeting begins.  And last but not least, take a deep breath and enjoy yourself.