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Planning a Meeting:Establishing Goals and Objectives
Using SMARTER Planning
Speaker Name
Date
A Program for SGMP’s [ ] Chapter
www.sgmp.org
• Timelines for Planning• Goals and Objectives -- SMARTER Planning
• Specific
• Measurable
• Attainable
• Realistic
• Time-Bound
• Evaluate
• Re-Evaluate
Overview
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• Start 18 months out • Create Project Plan
• Two month intervals• 2 weeks out• 1 week• Pre Conference• Meeting Day• Post Conference
Timelines
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Goals and Objectives
• Who will be in attendance?• What do you want to achieve?• Why are you meeting?• Where would be the best place to meet or where
would your attendees most likely travel to?• When do you expect to meet?
www.sgmp.org
SMARTER Planning
•Specific• How does this meeting
fit in?• Why are we meeting?• What is the purpose of
the meeting?• Who should attend?
www.sgmp.org
SMARTER Planning
•Measurable• What is our budget?• Break-even numbers = Total fixed
costs/registration fee - variable cost for food and beverage per attendee
• Registration fee = Total fixed costs + variable costs for food and average per attendee/# of attendees
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SMARTER Planning
Attainable•Set the meeting in an environment that is consistent with the organizational goals•Assignment of duties•Who else will help?
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SMARTER Planning
•Realistic• Create Agenda• Document logistics• Make the meeting relevant• Resonate with attendees• Recordable or document the
program
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SMARTER Planning
•Time-Bound• Keep the project on time• Request for Proposal • SGMP’s RFP Connection
• Site Selection• Marketing• Document logistics• Including food and beverage
changes
www.sgmp.org
SMARTER Planning
•Evaluate• Poll potential attendees• Create an
evaluation/survey after the program
• Online surveys – Zoomerang – Survey Monkey
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SMARTER Planning
•Re-Evaluate• Reassess• Revisit• Review
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• What was the most important thing you learned today?• What questions do you have?• What will you do with this material?
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Conclusions
Thank you for your participation! You have earned one educational
contact hour for this session.
Original content provided by Debbie Kopkau, MBA, CMP, GMS for the Gilmer Institute of Learning
www.sgmp.org