Linking Objectives to Outcomes for Successful Results

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Helping your clients connect the meeting objectives (the why) with the logistics (what and the how) can result in a meeting that exceeds expectations and has measurable results. Using ROI or ‘return on investment’ tools will enable you to set measurable objectives that will guide your planning and evaluation process and ensure that you are an integral part of the team.

Citation preview

Linking Objectives to Outcomes –

for Successful Results

Carolyn Browning, CMP, CMM

crb@carolynbrowning.com

Twitter - @crbcmp

Housekeeping• Cell phones on stun

• Please tweet/share!

– @crbcmp

– #rejuvenateMP

• Handouts are for reference – summarize content

• Survey on conference app at end of session

• Green feedback form for speaker

Objectives Drive DecisionsType of Meeting

Broad Objective(WHY?)

Training Introduce new product to sales team

Incentive Reward & recognizetop performers

Sales Teambuilding, goals for year, some training

Convention Provide education & networking opportunities for membership

• Budget• Who’s going• Who’s paying• Type of venue• F&B• Entertainment• Guests• Amenities• Sponsors• Exhibits• Marketing• Etc.

Refine the Objectives

• Use action verbs – show me

• Make them SMART

Objectives & ROI – what’s the link?

Food Pyramid -Way to Eat

Level 5 -ROI

Level 4 –Business Impact

Level 3 - Application

Level 2 - Learning

Level 1 – Reaction & Satisfaction

Level 0 – Statistics, Scope, Volume

Phillips Method -Way to Measure

Statistics, Scope, Volume

Level 0 - 100% of meetings

Example:Achieve 100 registrants @ $100 each by June 1

Reaction & Satisfaction

Level 1 – 90-100% of meetings

Example:40% of attendees would recommend meeting to others

Learning (Performance,

Condition, Criteria)

Level 2 – 40- 60% of meetings

Example:Score 80% or better on quiz given at end of session

Application (back in the

office)

Level 3 – 30% of meetingsExample:Use skills learned to resolve 80% of customer complaints within the first 3 months after the meeting

Business Impact

Level 4 – 10-20% of meetingsExample:Increase sales from existing customers by 5% within 6 months of the meeting

ROI

Level 5 – 5-10% of meetings

Example:Achieve 15% ROI within 12 months of the meeting.

ROI = (Benefits-Cost)/Cost

Decrease the amount of time required to complete projects by 5% within 6 months of the meeting.

This is a level ____ objective

Level 1 - Participant Reaction, Satisfaction & Planned Actions Level 2 - LearningLevel 3 - Application & ImplementationLevel 4 - ImpactLevel 5 - Return on Investment

After participating in the meeting, attendees will…

4

Score 80 out of 100 or better on the quiz at the end of the session.

This is a level ____ objective

Level 1 - Participant Reaction, Satisfaction & Planned Actions Level 2 - LearningLevel 3 - Application & ImplementationLevel 4 - ImpactLevel 5 - Return on Investment

After participating in the meeting, attendees will…

2

Use the new customer interaction skills in 90% of the situations where they are needed.

This is a level ____ objective

Level 1 - Participant Reaction, Satisfaction & Planned Actions Level 2 - LearningLevel 3 - Application & ImplementationLevel 4 - ImpactLevel 5 - Return on Investment

After participating in the meeting, attendees will…

3

Achieve a 25% return within 12 months of the meeting.

This is a level ____ objective

Level 1 - Participant Reaction, Satisfaction & Planned Actions Level 2 - LearningLevel 3 - Application & ImplementationLevel 4 - ImpactLevel 5 - Return on Investment

After participating in the meeting, attendees will…

5

Successfully demonstrate the new selling techniques during classroom role play.

This is a level ____ objective

Level 1 - Participant Reaction, Satisfaction & Planned Actions Level 2 - LearningLevel 3 - Application & ImplementationLevel 4 - ImpactLevel 5 - Return on Investment

After participating in the meeting, attendees will…

2

Increase sales from existing customers by 5% within 9 months of the meeting.

This is a level ____ objective

Level 1 - Participant Reaction, Satisfaction & Planned Actions Level 2 - LearningLevel 3 - Application & ImplementationLevel 4 - ImpactLevel 5 - Return on Investment

After participating in the meeting, attendees will…

4

After participating in the meeting, attendees will…

Rate the relevance of the meeting to success in their jobs as 4.5 on a 5 point scale.

This is a level ____ objective

Level 1 - Participant Reaction, Satisfaction & Planned Actions Level 2 - LearningLevel 3 - Application & ImplementationLevel 4 - ImpactLevel 5 - Return on Investment

1

Your turn

• Write 2 objectives for an upcoming meeting based on the Phillips Method

• Partner up & share

Remember…

Make them SMART

Level appropriate (most will be Level 2 or 3)

Don’t overcomplicate

Why ask “why”?

• Objectives define purpose

• Objectives direct logistics

• Objectives help with marketing by relating benefits

• Objectives give you something to measure

To complete your survey via

the app!

Connect with me!crb@carolynbrowning.com @crbcmpMEETing Needs, LLC

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