Hi Dianne-  I have read-thru and digested to some extent your information. Congratulations on this.

I like it and see your purpose and your “drive”.

Further, I have “done some work” and came up with this prelim  DRAFT for your review and NEXT STEPS…

Yes, I’m excited …!

DRAFT……Potential Titles or Topic Names ………….. LOGO…………..

 I Q

corporate meetings/events

High-intelligence, Curated Training

for 

Developing, Planning and Executing Corporate Meetings/Events

THE

GOLD STANDARD CERTIFICATE

UpSkill & ReSkill

     5 CRITICAL AREAS  

CORPORATE RISK MANAGEMENT 

Lack of Staff Training Will Impact All Meetings & Events 

Untrained staff will cost company time, money, and reputation

Here’s where knowledge gaps lead to
business mistakes, legal/financial/brand risk,

and missed opportunities.

Planning & Financial Impact
     1. Define it… Objectives, Goals   – Explain it. What’s it all about?  Meeting/Event (who/what/why/when/where)
      2. Budget Mismanagement          – Don’t Underestimate or misallocate event costs.
      3. Contract/Vendor Negotiation    – RISKS: Legal, Missing terms, overpay, exposure/not knowing what to ask for.
      4. Timeline/Project Mgt               – Avoid disorganized/planning; avoid missed deadlines; overcome lack of response.
      5. ROI Measure/Event Analysis    – Identify key things to look for; impact evaluate; to DO’s/identify; reports to preparet.
      6. Registration & Guest List Mgt   – Don’t be Confused about RSVPs, waitlists, badges; identify best protocols – implement!
      7. Sustainability                          – Identify company philosophy/compliance (affects site selection, catering, etc).

Execution & Onsite Delivery
      1. Site Selection & Venue          – Avoid choosing wrong venue; know hidden fees; know what to do
       2. Onsite Coord & Flow              – Avoid show-timing issues; what to look for; fix fast! Know/Learn run-of-show.
       3. AV & Tech Integration            – Learn how-to, who-to-ask; learn underused tools, tech failures, user X.
       4. Emergency/Crisis                   – Learn how-to-be responsive; who-to-call! Learn preparedness; Crowd controls.
       5. Team Roles/Internal Comm     – Specify who/what/when/where. Avoid overlap, dropped tasks, manage stress; teach staff.
       6. Logistical experience              – Transportation, floor plans, recreation options

Attendee Experience
     1. Event Technology                   – Understanding various platforms and their capabilities
      2. Branding and Design               – Influence and impact on attendees
      3. Attendee Engagement             – Boring formats, no interaction, unmet expectations.
      4. Food & Beverage Plan              – Ignored dietary needs, poor service timing.
      5. Speaker & VIP                        – Miscommunications, missed deliverables.
      6. Cultural Sensitivity                  – Offending global or diverse audiences unintentionally.
      7. Sustainability & CSR                – Wasteful practices, missed ESG goals.

Compliance & Risk
    1. Risk Management                    – Don’t Ignore insurance, legal, permits, or union rules.
     2. ADA & Accessibility Oversight    – Know/Understand Who’s in audience? Don’t Fail/accommodate all attendees.
     3. Data Privacy & Cybersecurity    – Don’t Violate GDPR/CCPA, avoid attendee trust loss.
     4. Branding & Communication      – Review and Review again. No Inconsistent re “look/feel”; be aware of messaging.
     5. Vendor Communication            – Clarify Clarify …Don’t Misunderstand needs, deliverable schedule.

Growth & Relationship Building
    1. Stakeholder Alignment             – Review and Review Again…avoid conflicting expectations …manage/communicate last-minute changes.
     2. Lack of Feedback Collection      – DO surveys, debriefs, gain more audience insight.
     3. Post-Event Follow-Up               – Avoid missed thank-yous; develop leads/ask/nurturing people, think about what you can “upsell”.
     4. Trends & Industry Updates       – Avoid Falling-behind … tech, formats, preferences.
     5. Professionalism & Confidence   – Staff training and communicating constantly… to prevent staff not representing “the event” brand effectively.

            

Investing in staff training results in deeper understanding, better “COMPANY BRAND” management

planning, smoother execution  =  better organized process + productivity 
Empower your team with the 

 I Q certificate

corporate meetings/events

THE

GOLD STANDARD CERTIFICATE

High-intelligence, Curated Training

for 

Developing, Planning and Executing Corporate Meetings/Events

DRAFT             …             for discussion and positioning only

Template Suggestion/DRAFT for Ed and Dianne for 20-30-minute segment template,

Guest speakers? Phil Berry? Paul Falcone?

Potential Titles or Topic Names
THE GOLD STANDARD CERTIFICATE

BUSINESS IQ: UpSkill & ReSkill

The intelligent, curated training for developing, planning and executing Meetings& Events

 

1. Introduction –
Why Ed took an interest in this topic and how it affects companies bottom lines –
whose responsibility is it? HR? Learning & Development? Corp Communications
(budget to train)

             1. Over 85% of EAs and Admins are tasked with the responsibility to plan meetings and events

                2. About the same have not had any formal training

                 3. Companies lose money, reputation, diminishing returns, increasing risk –EAs are faced with enormous stress

2. Personal Story – Set the scene, what went wrong, why it happened, consequences.

Business Loss
For example: I was called out of the blue from the PR company planning the second Clinton Global Initiative.

They said, “we hear that you’re the “it” girl.

They went on to discuss the need for an organized, efficient and effective Registration process. 

The first year of the conference, the prior year, was a disaster with people like Barbara Streisand and global CEOs standing in line for over 2 hours.

This affected live streaming, etc. as the Registration process was not prepared to handle the responsibility – no one realized what was entailed.

Key notes for Ed and Dianne to discuss:

           1. they wanted to use a NEW technology

                   – Dianne insisted on printed lists – alphabetically, name, company, country, etc. and performed daily check

                  – Heads of State, Presidents (as in US), CEOs, etc. all had different demands 

           2. They didn’t hire me

                       They regretted it.

                        Was hired the following year

                        They copied our processes and so it goes!

3. Breakdown; Key Insights

        1. How efficient registration processes impact perception and safety

        2. The importance of a first impression

        3. Realizing the data that can be captured in an efficient Registration platform

       4. Lesson Learned:

                     The devil is in the details – management has NO time to pay attention to this and
                     has unrealistic expectations or are used to status quo and accept it.

                     Support staff have not been supported and yet in this area affect the company human capital –
                     staff, clients, customers, vendors, etc.

                    Who is responsible? HR? Corporate Communications? Marketing?

       5. Call to Action –
                     Encourage companies to support training; Dianne’s “Boot Camp” (I will explain)
                      include the Certificate in L&D offerings and allow EAs, AAs the TIME to train themselves.

                      – Certificate can be an investment – corporate pricing
                      – Week long Boot Camp to train

Dianne Devitt
Thu, Jul 31, 12:48 PM (3 days ago)
to me, Dianne

 

We can discuss when you’re able next week and CHANGE or EDIT whatever works best for you and the Show.

  • For our discussions, I’m going with the presumption that management (your audience) does not have the time to care about training EAs or AAs, but IS concerned with outcomes, results, and return.   
  • We will  offer “food for thought”
  • In the “DRAFT” Outline above, there is a list of 25 different topics. 
  • I’m thinking we focus on One topic each segment – a GUEST Speaker…… or one of your contacts.
    • Based on a bi-monthly show, this gives us content for a good 10 months based on how we produce it.
  • In the “Suggested Outline” Template for Global Business News, there is a “template” outline for our review – I’m thinking if the show has some type of format, it will keep me on track 🙂

–          The Management Alert attachment could be an add-on to your website – up to you – to support

 “The Gold Standard Certificate” which is how we are now referring to it.

  • I’m working on a Dianne Devitt “Boot Camp” for Meeting and Event Planners that we will Launch on the Show
  • I’ll also feature the Second Edition of  my book
  • “What Color is Your Event”  
  • Permission-to-Play Coloring Book     (a wellness and stress tool for planners)

THANK YOU – I look forward to your feedback.

Best,

Dianne

917.647.8757

MANAGEMENT ALERT:

Your Staff Plans Meetings and Events.   Are you Aware of the Risks involved?

If you are assigning event and meeting responsibilities to employees without formal training, you are putting your budget, brand, and business results at risk.

The Real Cost of Untrained Planning:

�� Overspending

        Vendors, venues, and services cost more when staff don’t know how to negotiate or budget properly.

�� Low ROI

         Without clear goals and structure, meetings miss the mark.

�� Risk to Brand & Reputation

         Poorly run events reflect directly on your company image.

        Wasted Time

         Trial-and-error planning leads to lost productivity and frustrated employees.

�� Stress & Burnout

        Untrained staff carry heavy responsibility with little support.

The Solution: An industry recognized Certificate in the Business of Meetings & Events™

           Empower your staff with professional-level training that delivers immediate results:

�� Your ROI Starts on Day One

 Produce more effective meetings / Maximize every dollar invested

         Reduce errors, stress, and delays
         Elevate your brand through professional execution
         Retain and value employees with career-building skills

Train Smart. Lead Smarter:

Invest in a Certificate that Pays for Itself

— and Then Some.

Dianne Devitt LLC * Speaker * Author * Producer * Creative

m/917.647.8757 

www.diannedevitt.com/certificate 

www.diannedevitt.com 

dd@diannedevitt.com