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