event planning in the new millenium presented by: lise fitzpatrick, jacquard event management

18
2012 IASA Advanced Boot Camp: Mastering the Art of Marketing & Selling to Insurance Companies! Thursday, March 15 th & Friday, March 16 th Omni Amelia Island Plantation Resort Amelia Island, Florida

Upload: peony

Post on 21-Mar-2016

59 views

Category:

Documents


0 download

DESCRIPTION

Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management Margaret McKeon, IASA. Meeting Planning in the New Millennium –EVENTS. The Key to Success: The 5 or 6 P’s : Proper – Planning – Prevents Piss and/or Poor Performance. - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

2012 IASA Advanced Boot Camp:Mastering the Art of Marketing & Selling to Insurance Companies!

Thursday, March 15th &

Friday, March 16th

Omni Amelia Island Plantation ResortAmelia Island, Florida

Page 2: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Event Planning in the New Millenium

Presented by:Lise Fitzpatrick, Jacquard Event Management

Margaret McKeon, IASA

Page 3: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Meeting Planning in the New Millennium –EVENTS

The Key to Success:The 5 or 6 P’s :

Proper – Planning – Prevents

Piss and/or Poor

Performance

Page 4: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Meeting Planning in the New Millennium –EVENTS

Why hold an event?Inside the booth:

Drive Traffic to your boothOne up your competition Because everyone likes Popcorn and Chocolate Fountains!

Outside of the booth: Sponsorship – get your name attached to the overall eventHave access to all the attendees not just those that visit your booth

Page 5: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Meeting Planning in the New Millennium –EVENTS

Check with Conference organizers…

Inside the booth:Date / Time restrictions?Are there sponsorship opportunities?Is alcohol allowed? Is cooking allowed?

Outside of the booth: Are there sponsorship opportunities?Date / Time restrictions?

Page 6: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Meeting Planning in the New Millennium –EVENTS

Determine realistic booth traffic and numbersCheck with Conference organizers on registration numbersUse any history you may have from previous events to determine the numbersAlways guess low, you can always increase food numbers before guarantee, but you can NEVER lower them once given.

Page 7: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Meeting Planning in the New Millennium –EVENTS

Create a budget…For Inside/Outside

Catering Menus are typically available in the Exhibitor Kit along with contact information. All venues will have menus or a preferred caterer list.Look for surcharges such as bartender fees, chef feesConsider cost of theme props, specialty linens, flowers, entertainment

Outside additional considerations Venue Rental Shuttle needs/costs

Page 8: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Meeting Planning in the New Millennium –EVENTS

Preparing for NegotiationRead the fine print on all printed materials Be familiar with what you really need vs. “like to haves.” Don’t automatically think the hotel/venue will know what you need, they will only write down what you tell them. More information is better!

Page 9: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Meeting Planning in the New Millennium –EVENTS

NegotiationRequest a custom proposal that works within your budgetChallenge the bartender fees and/or minimums, based on total F&B revenueCatering may be exclusive but entertainment, props, flowers, AV is not. Let them know you are shopping around Payment Terms: Depending on venue they will differ

Page 10: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Meeting Planning in the New Millennium –EVENTS

ReviewReview the written materials receivedREAD THE WHOLE CONTRACT!Make sure the dates are accurate and “Days/Dates” are accurateReview performance clauses food and beverage. Make sure you are prepared to meet the clause terms.Highlight anything you do not understand and clarify with the Caterer/Venue/Supplier. Don’t sign it if you don’t understand it!

Page 11: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

KEY TO SUCCESS:The better you PLAN and PREPARE the better

PERFORMANCE you will receivefrom your vendors

Meeting Planning in the New Millennium –EVENTS

Page 12: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Food and Beverage PlanningReview the printed catering menus. Printed banquet menus are generally not negotiable; if you don’t see something that works within your budget ask for custom proposals. Review Catering Rules and Regulations; BEO’s are a contract; read the small print!Per person VS. Ala Carte – Do the math, compare the cost of a per person coffee break with the cost of an ala carte per piece break. Sometimes one or the other could be cheaper.

One (1) Gallon of Coffee will serve 18 cups Control quantities by remembering: not everyone will eat

everything you put out. If doing ala carte, prepare to serve at least 80% of your group.

Meeting Planning in the New Millennium –EVENTS

Page 13: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Food and Beverage Planning Cont’dBeverage: If “Hosted Bar” by the organization; purchase by the drink and request to inventory the bars with the beverage manager before they open. This will help keep the bartender honest with his numbers. One bar can effectively service up to 100 people

Meeting Planning in the New Millennium –EVENTS

Page 14: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

GuaranteesDefinition: This is the number of guests the venue will prepare for and the minimum number for which you will be billed. It is always easier raise the number but you can NEVER lower it. Plan accordingly!

Remember not everyone will show up and not everyone will eat every item you order

Review history, if you have it. If you don’t have it a good rule of thumb is 80-85% of expected. Request RSVPs for the eventProvide tickets for the event and collect them, then count them. This will help you build history for future events.

Meeting Planning in the New Millennium –EVENTS

Page 15: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

On-site Management Either load up your iPad or create your own on-site “book” binder. You should be armed with all of your meeting contracts, communications, schedule…etc. All in on place.Arrange to meet your main contacts prior to the start of the event. Review event in detail. Arrive early to every event, check the detailsConduct your own attendance count and compare with the Banquet Captain. Carry a clicker…it’s quickerRemember to collect bar consumption sheetsReview all bills before you leave, especially if you are being billed post event. Easier to make adjustments onsite than it is once the bill arrives.

Meeting Planning in the New Millennium –EVENTS

Page 16: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Meeting Planning in the New Millennium –EVENTS

What if you have to cancel the eventDiffers depending on:

Rental Venue (Outside of Booth) Caterer Hotel Convention Center Supplier

Understand your contract terms – however cancellation can also be negotiable no matter what

the contract says

Page 17: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Meeting Planning in the New Millennium –EVENTS

? & A

Page 18: Event Planning in the New Millenium Presented by: Lise Fitzpatrick, Jacquard Event Management

Progress Though Sharing Knowledge

Event Planning in the New Millenium

If you have questions specific to this presentation, please feel free to email:

Lise Fitzpatrick Margaret McKeonPresident VP of Conferences & EventsJacquard Event Mgmt. [email protected] [email protected]

Thank you for your time and attention.

Now, we would like to bring up James Wallace of Experient for a short presentation of the SWAP system that will be used at this year’s IASA Annual Conference.