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Event workflow

Step-by-step workflow for Meetings & Events 

Whether you're in charge of planning events or optimizing Meetings & Events processes, this guide will help you understand what a typical planning workflow looks like and how to optimize it with tech.

What you will learn

The new reality of the events industry, and new best practices

  • Event planning is more and more decentralized
  • Meeting spend is on the rise
  • How centralization is the key to savings

How to consistently execute great events

  • Creating an event brief
  • Sourcing venues and vendors
  • Negotiating for the best price
  • Handling booking and payments
  • Planning and executing an event

How Planned’s product team is approaching each planning phase

  • The key parts of event planning we automate
  • How we facilitate internal approvals
  • How we facilitate payment & contracting
  • How we help companies save on events

How to implement your company’s M&E program

  • Where to begin
  • Benchmarks for must-have policies