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?
Interactive Exercise
Reflect over the last 10 years of your life, what have you seen
become automated?
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.
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
Manage
Source
Communicate
Plan
Objectives
Data
Organization’s Mission
Project MgtScheduling
Transportation HousingSite Selection
Surveys
Badges, Check-in, etc
Marketing
Speaker Mgt Design
Reg Social Media
Reports
Measure
Database
Logistics
The
Meeting
Planning
Process
Pyramid
Automation 101: Meeting’s Objectives
• What does your audience need? (Education? Networking?)
• Who to invite?