Meetings management:
Clear skies ahead
Co-written with a 30-year M&E veteran, this is the most practical guide for building, running and optimizing your program.
Policy frameworks, supplier strategy, adoption playbooks, and the reporting metrics that actually matter to leadership.
About this ebook
A practical guide to running a corporate meetings and events program, covering spend visibility, business cases, policy and supplier strategy, contracts, technology selection, adoption, executive metrics, and the realistic role of AI.
What you'll learn
- The signs your program is leaking money and where to look first when you don't have a single source of truth for spend
- What actually gets a business case approved (hint: lead with risk, not savings)
- The three policy pillars that make compliance enforceable without making it painful
- Why most preferred supplier programs fail and what to do instead (it usually comes down to too many properties and not enough volume)
- The contract clauses that protect you when plans change, including force majeure language that holds up better than what most companies had going into the pandemic
- What to prioritize when selecting meetings technology (integration capabilities matter more than features, and if the platform doesn't connect to your existing systems, it won't get used)
- Why sustainable adoption comes from ease of use and payment controls, not prize drawings and partner giveaways
- The metrics that actually matter to executives beyond top-line savings, and why most programs aren't tracking them
- Where AI fits today, where it doesn't yet, and how to evaluate vendors who claim it's built in
The results
- Faster program launch and fewer costly mistakes
- Stronger executive buy-in and funding
- Real cost savings and avoided penalties
- Sustainable adoption across your organization
How to use it
You don't need to read this cover to cover. Each chapter stands alone. If you're building a business case, start with chapter 2.
If you're selecting technology, skip to chapter 6. If you're struggling with adoption, chapter 7 has what you need.
Think of it as a reference you return to as problems arise, not a book you read once and shelve. And if you're not sure where to start, book some time with our team and we'll help you figure out where your program stands and what to prioritize next.
Want a physical copy? Drop us a line at info@planned.com and we’ll send one your way.
Schedule a live 30 minute demo
Work with experts who've built world-class M&E programs to design your approval flows, policies, KPIs, and bespoke change management plan
