In this module, we will introduce you to the world of events and course requirements, along with a description of the course outline to highlight what you have ahead of you. We will cover what you should include in your services and the different ways you can structure your fees for service, along with a sample event agreement that you can provide to potential clients. Lastly, we will cover the vital components to look for when scoping an event and creating the all-important event scope, with consideration to the stakeholders and the concepts and objectives of the event - all critical to the foundation of any successful event.
About the Author
Course Introduction
What is Event Management?
What is an Event Manager?
When is an Event Manager Required?
What You Will Need
Software
Module Outlines
Event Management Contracts
Fees
Scope of Work
Deposits
Commission Payments
Cancellation and Postponement
Force Majeure
Country of Law
Taxes
Bank Fees
Insurance
Nondisclosure
Intellectual Property
Event Management Team
Overhead
Miscellaneous
Signatures
Client Scope of Works Template
Event Scope
Stakeholders
Purpose
History
Venues
Attendee Profile
Program
Speakers and Entertainment
Exhibition and Partners
Finance
Communication, Marketing and Collateral
Audiovisual and Decor
Legal and Risk
Sample Event Scope
Event Objectives
You have established what your event is about; now, you commence the quoting phase.
The focus now is to obtain the different supplier quotes you need to secure the correct venues and vendors for the event. Site visits of prospective venues and experiences play a critical role in deciding which is the best for your event.
In this module, we will cover how to create a quoting brief to send to suppliers and vendors for proposals, as well as how to collate the information and costs to aid in the decision-making process and for presentation to clients.
We will also discuss how to secure accommodation, flights, and appointments for the event reconnaissance, and cover the process for developing a site visit program, what elements to include, how to structure the itinerary, and tips on appointment timing.
Quoting
Sample Brief
Sample Proposal Requests
Request for Proposal Template
Site Inspections
Outlining a Site Inspection
Planning an On-Site Visit
Destination Blurb
Flight Information
Itinerary
Hotel Bookings
Key Contacts
Emergency Contacts
Destination Details
During the Visit
Function Space
Accommodations
In-Room Safes
Minibars
Planning a Virtual Site Inspection
Sample Site Document
Flights
Itinerary
Hotel Bookings
Key Contacts
Emergency Contacts
What to Know
Clothing
Health
Cuisine
Currency
People
Safety
Mobile Phone
Electricity
Tipping
Business Etiquette
You have now decided on suppliers and are contracting their services.
In this module, we will discuss how agreements should clearly cover the services, terms, and conditions agreed upon by both parties, and how to accomplish this.
We will also cover what you should look out for when reading through contracts, and elements to include. We will look at 4 different vendors and emphasize what can be considered when contracting their services. These include: accommodations & venues, flights, transfers, and photographers.
Contracting
Contract Inclusions
List of Considerations
Structure
List of Structural Elements
Accommodation and Venues
Accommodation
Star Ratings
Room Types
Supplying Hotel Information
Billing Instructions
Check-In and Arrival
Checkout
Room Drops
Commission
Loyalty Programmes
Venues
Supplying Venue Information
Billing Instructions
Special Notes
Flights
Direct Booking
Agent Best Fare
Agent Group Bookings
Chartering Flights
Collecting Information
Domestic Travel
International Travel
Visa and Visa Waivers
Airport Codes
Airline Flight Codes
Codeshare
Other Considerations
Transfers
Airport Transfers
Reputable Business
Obtain Quotes
Meet and Greet
Pickup Point
Making Payments
Luggage
Contact Info
Transfer Type
Driver Assistance
Booking Agencies
Outside the Box
Event Transfers
Photographer
Two of the most critical documents which are developed over the life of an event are covered in this module: the timeline and the run sheet.
In this module, we will learn how to create an event timeline and what aspects need to be covered in it, as well as how to best manage timeline updates. We will also cover the various ways of creating and managing event contact lists and how these contacts form the basis of other documents along the way.
Lastly, we will cover tips on creating a run sheet and the details to include, managing this document, and run sheet distribution.
Event Timeline
Creating a Timeline Template
Header
Due Date
Completion Date
Category
Action or Task
Responsible Party
Progress
Notes
Building a Timeline
List of Things to Consider
Sample Timeline Template
Contact Lists
External List
Attendee List
Internal List
Communications
Run Sheet
Sample Run Sheet
Managing event finance is the keystone to the event, with the budget being the most critical component of the overall financial landscape.
In this module, we will discuss how to create a budget and what to include, as well as best practices in managing a budget and items for consideration and inclusion.
We will also learn how to securely forward personal and financial information to suppliers.
Event Finance
Budget
Contingency
Taxes
Fringe Benefits Tax
Tax Concessions/Refunds
Resort Fees
Tipping
Bank Fees
Currencies
What to Include
Estimate & Quotes
Funds
Managing
Reconciliation
Budget Template
Invoicing
Payments
Sending Credit Info
Banking
Doc Encryption
Password Protect
Set Password
Remove Password
Effectively managing committee meetings assists in keeping the event decision-making process and event development team on track.
In this module, we will learn how to build an event program.
We will discuss types of event meetings and their purposes, the event committee's various roles and responsibilities, as well as types of event programs, what to include and samples.
Planning Meetings
Types of Planning Meetings
Frequency
Agenda/Minutes
Protocol
Sample Agenda Template
Sample Minutes Template
Event Committee Meetings
Committee Roles
Subcommittee Chairs
Program
Developing Program
Draft Conference Program
Types of Meetings
Timing
Draft Evening Program
What to Include
Session Agenda List
Content
Structure
Interaction
Participants
Participant Prep
Exhibition/Trade Shows
Planning
Research
Researching to understand what type of entertainers and speakers best suit your event needs, is the main element in sourcing speakers and entertainers and confirming their technical needs.
In this module, we will cover the basics of lighting, sound, and visual elements. We will also cover the types and roles of speakers/presenters and Emcees. We will learn about sourcing speakers, and the information required from them (as well as what to provide them) for a successful presentation.
Additionally, we will discuss the purpose and different styles of entertainment, along with audiovisual, sound, lighting, music, high-level tips, and equipment lists.
Audiovisual (A/V)
Equipment List
Vision
Switchers/Mixers
Operation Desk
Entertainment
Consider Your Audience
Understand the Purpose
Know Your Entertainers
Entertainer's Needs
Understand Your Venue
Keep on Budget
Limitations/Opportunities
Do the Research
Mainstream Entertainment
Interactive Entertainment
Entertainment & Theme
High-Tech Concepts
Physical Entertainment
How to Locate
Briefing
Lighting
Lighting Plan
Lighting Objectives
Safety Pathways
Color Objectives
Texture
Types of Lighting
Emcee and Speakers
Emcee (MC)
Qualities
Role
Qualities of a Speaker
Roles of Speakers
Keynote Speakers
Guest Speakers
Panelist/Forum Speakers
Fireside Chat
How to Find MC/Speaker
Engagement Fees
Briefings
Speaker Guideline Template
Music
Tempo/Structure
Purpose
Audience
Venue
Playlist
Copyright
Live/Recorded Music
Sound
Sound Plan
Speaker Systems
It is crucial to the success of an event to have a thorough understanding of your space.
In this module, we will learn about the importance and how-to of accommodating your attendees in the correct setting for functions, plus decorating the space according to the event's purpose, look and feel. We will discuss the elements to look for and think about when planning your event seating style, how to select the correct seating for the required functionality, the different styles of seating, and the purpose/advantages/disadvantages of each.
Seating
Number of Attendees
Dimensions of Space
Consider Your Needs
Presentation Objectives
Catering
Health and Safety
Feel and Look of Space
Workshops and Activities
Exhibition, Partners, Sponsors
Seating Styles
Theater Seating
Classroom Seating
Half Rounds
Cluster Seating
Boardroom Seating
U-Shape Seating
Cocktail Style
Banquet Seating
Long Tables
Other Types of Seating
Decor
Decor Elements
Decor Styles
Theme Concepts
Meetings
Social Functions
Color
Furniture
Linens
Collateral
Centerpieces
Scent
Candles
Props
Pyrotechnics
The food and beverage elements are more than a tick-box selection of food and drinks. Consideration needs to be given as to the style of food, style and timing of service, dietary needs, and complimenting beverage services.
In this module, we will discuss all things catering and the various types of food service. We will also discuss the management of dietary requirements, types of dietary needs, and what they mean.
In addition, we will cover the different types of billing arrangements for event beverages, types of wines and beers, and appropriate food/beverage pairings.
Food
Daytime Food
Breakfast
Continental Selection
Traditional Hot Breakfast
Breakfast Stations
Plated Breakfast
Fast Breakfast
Coffee and Tea
Lunches
Working Lunch
Boxed Lunches
Luncheon
Family Style
Plated Lunch
Beverages (Lunch)
Nighttime Food
Cocktail Reception
Buffet
Action Stations
Food Bars
Family Style
Food Trucks
Plated Meals
Plated Service Styles
Beverages
Open Bar
Beverage Packages
Drink Tickets
Combination
Selecting Wines
Wine Basics
Balance
Weight
Acidity
Spiciness
Wine Pairing Guide
Wine Intensity
Tannins and Food
Sauces
Saltiness
Sweetness
Selecting Beers
Light Beer
Dark Beer
Maltiness
Bitterness
Hoppiness
Other Beer Types
Beer Intensity
Signature Drinks
Dietary Requirements
Pregnancy
Religion
Gluten-Free
Vegetarian
Pescatarian
Dairy-Free
Nut-Free
Vegan
No Seafood
Paleo
Keto
Halal
Kosher
Catering Briefing
Event information collection and distribution come in many forms but predominately rely on an event website and/or an app for distribution and registration collection.
In this module, we will cover what information should be communicated to participants prior to their event registration, collecting information from your attendees, capturing their data, and collecting their commitment to the event.
We will also discuss the details of obtaining permission from attendees to collect their information/images, and various event app inclusions.
Information Site/Website
Building the Site
Brand Guidelines
Logo
Elements to Include
Dates
Welcome
Destination/Location
Staying On
Flights
Contact
Register
Costs/Investment
Accommodations
Venue
Program or Schedule
Speakers
Code of Conduct
Health and Safety
Tours and Experiences
Optional Workshops
Sponsors/Partners
Social Functions
Other Items
Event App
App Inclusions
Registration
Demographics
Flights
Health
Accommodation
Payment
Abstracts
As a person or business managing and caring for a group of people, your legal responsibilities are vast.
In this module, we will cover legal considerations, health and safety, Responsible Service of Alcohol (RSA), code of conduct, confidentiality or non-disclosure agreements, and liquor licensing.
Additionally, we will discuss insurance types, how to compile an event risk assessment, incident reporting, cyber security, and sustainability measures.
Workplace Health and Safety
Obligations
Complexity
Positive Duty
Identify Safety Hazards
Assess the Hazards and Safety Risks
Control the Risks
Review Control Measures
Sample On-Site Checklist
Responsible Service of Alcohol
Code of Conduct
Confidentiality/Non-Disclosure Doc
Reasons for Secrecy
What to Include
Liquor Licensing
Liquor Licensing Process
Sponsored Beverages
Insurance
Public Liability/Professional Indemnity
Employer’s Liability
Travel Insurance
Event Insurance
Property Insurance
Cyber Insurance
Insurance Costs
Exclusions and Coverage
Risk Assessment
Identifying Hazards
Who Could Be Harmed
Evaluating the Risk
Classifying the Risks
Significant Risks
Review and Revise
Supplier Documentation
On-Site Evaluation
Completing the Risk Assessment
Incident Reporting
Cyber Security
What Is Cyber Security?
Three Elements of Cyber Security
What Does All This Mean for Us?
Information Collection
Scenario
Corporate Social Responsibility
Types of CSR
Alternative Ideas
Sustainability
Food Waste
It’s now time to unveil all of your meticulous planning work and bring your event to life! During the event delivery process, you follow the event program along with the detailed run sheet and look at the other onsite required documentation and planning required.
In this module, we will cover the scope of event delivery: from documentation, roles, tasks, and briefings to on-site event kits.
We will also discuss the post-event process: the types of questioning to gather event feedback, reconciliation of event admin tasks, information security, acknowledgments, reports, and the critical event debrief.
Event Delivery
Expectations
Hardware
Documentation
Roles and Tasks
Sample Roles/Responsibilities
Briefings
Code of Conduct
Communication On-Site
On-Site Kits
Registration/Hospitality Desk
Conference Secretariat
Airport Staff
Health and Safety
Feedback
Surveys
Types of Questions
Collating
Pre-Event
Event Debrief
When Should a Debrief Take Place?
Who Should Attend?
Agenda
Items to Cover
What to do w/ Info
Event Reconciliation
Finance
Info Security
Website
Acknowledgements
Reports
Master File