00c_PCMA contents.qxp:00c_PCMA contents.qxp 3/26/08 4:57 PM Page v CONTENTS List of Illustrations ix Foreword xi Preface xiii Acknowledgments xvii Section 1 Chapter 1 What Is Professional Meeting Management? 1 A Fresh Perspective 3 Jeffrey Cufaude Section 2 What Is a Professionally Managed Meeting? 15 Meeting Management Strategies Chapter 2 Starting with the End in Mind: Creating Objectives for Meetings and Events 17 Monica Myhill, Jack J. Phillips Chapter 3 Effectively Managing Your Meeting’s Budget and Financial Success 29 Vicky A. Betzig Chapter 4 Sponsorships and Strategic Partnerships: A New Approach 49 Sherrif Karamat Chapter 5 Marketing and Promotion: Strategy and Collaboration for Success 61 Ellen J. Toups Chapter 6 A Strategic Perspective for Meetings Management 83 Richard A. Binford Chapter 7 Independent Meeting Planner: Entering a Brave New World 93 MaryAnne P. Bobrow Chapter 8 Small Meetings Management: Small Does Not Mean Uncomplicated 105 MaryAnne P. Bobrow Chapter 9 Committees, Volunteers and Staff: Working Together to Make Meetings Successful 115 Kelly Peacy Chapter 10 Technology Toolbox for Meeting Managers 129 James Spellos v 00c_PCMA contents.qxp:00c_PCMA contents.qxp 3/26/08 4:57 PM Page vi Destination Options, Issues and Assistance Chapter 11 Site Selection 143 Kevin C. Lewis Chapter 12 Convention and Visitors Bureaus: Partnering with Meeting Managers for Success 161 Paul Vallee Chapter 13 From Bits to Webcasts: The Technology Relevancy Factor 179 David Angeletti Chapter 14 Convention Centers: Unraveling the Mystery 197 Michael T. McQuade, Julie Burford Chapter 15 The Conference Center Difference 213 Tom Bolman Chapter 16 International Meetings, Conventions, and Exhibitions 221 Leigh Wintz Chapter 17 Co-Locating Trade Shows 239 Mike Muldoon Program Development Chapter 18 Strategies to Embrace the Adult Learner 247 Sandra K. Strick Chapter 19 Program Design and Development 265 Wanda Johnson Chapter 20 Writing Effective Learner Outcomes 283 Brian Miller, Glen C. Ramsborg Chapter 21 Hiring Speakers and Working with Speaker Bureaus 305 Brian D. Palmer, Donald C. Jenkins Chapter 22 Multicultural Aspects of Meetings 317 Sue Tinnish Chapter 23 The Environment for Meetings and Events 337 Jeffrey Beck Meeting Procedures Chapter 24 Taming the Registration Beast Kenneth G. Carlisle 359 Chapter 25 Housing and Room Block Management 375 Susan Bracken, Peter Shure Chapter 26 Food and Beverage Arrangements 399 Patti J. Shock Chapter 27 Exhibitions: It’s Show Business After All David A. Weil 419 Chapter 28 Signage and Wayfinding for Meeting Managers 437 Carol J. Sconzert vi 00c_PCMA contents.qxp:00c_PCMA contents.qxp 3/26/08 4:57 PM Page vii Chapter 29 Audiovisuals: Principles That Improve Meeting Communication 451 Greg Van Dyke Chapter 30 Environmentally and Socially Responsible Meetings and Events 467 Amy Spatrisano, Nancy J. Wilson Chapter 31 Guest Programs, Hospitality, and Recreation 487 Andrew Schorr Chapter 32 Planning Special Events Max Suzenaar 499 Chapter 33 Transportation Strategies and Solutions 511 Steve Weathers, Kathleen Eddy Chapter 34 It’s Showtime: Final Instructions to the Facility and Your Supplier Team 523 Gail E. Mutnik Meeting Production Chapter 35 Convention Services Manager 535 Association for Convention Operations Management, Editorial Committee Chapter 36 Effective Meeting Communications and On-Site Operations 553 Steve Drew, Janet M. Cooper Chapter 37 Suppliers and Contracted Services 563 Carol J. Sconzert Chapter 38 They Came, They Met, They Left — Now What? 579 Glory Wade Legal and Ethical Considerations Chapter 39 Ethics 591 Tyra W. Hilliard Chapter 40 Negotiating Strategically: Building Relationships and Striving to Do Better than Win-Win 603 Samuel R. Tepper Chapter 41 Facility Contracts in the Meetings Industry 627 John S. Foster Chapter 42 Developing Supplier Contracts 649 Mary Catherine Sexton, Julia W. Smith Chapter 43 The Americans with Disabilities Act 663 Jonathan T. Howe, Barbara F. Dunn Chapter 44 Risk Planning and Emergency Management 671 Tyra W. Hilliard vii 00c_PCMA contents.qxp:00c_PCMA contents.qxp 3/26/08 4:57 PM Page viii Evaluation Chapter 45 Determine the Success of Your Meeting through Evaluation 691 Monica Myhill, Jack Phillips Chapter 46 Return on Investment for Meetings and Events 711 Monica Myhill, Jack Phillips Section 3 What Is a Professional Meeting Manager? 725 Chapter 47 The Professional Meeting Manager 727 Joan L. Eisenstodt, Mitchell Beer Appendix A Resources 737 Appendix B About the Editors 743 Appendix C “Meeting Management by the Book—Professional Meeting Management Turns 20” 745 Appendix D Past Contributors 749 Glossary 751 Index 777 viii 00c_PCMA contents.qxp:00c_PCMA contents.qxp 3/26/08 4:57 PM Page ix L I S T O F I L L U S T R AT I O N S Figure 2.1 Figure 2.2 Figure 3.1 Figure 3.2 Figure 3.3 Figure 3.4 Figure 4.1 Figure 9.1 Figure 9.2 Figure 12.1 Figure 12.2 Figure 12.3 Figure 12.4 Figure 12.5 Figure 15.1 Figure 15.2 Figure 15.3 Figure 18.1 Figure 18.2 Figure 19.1 Figure 19.2 Figure 19.3 Figure 19.4 Figure 19.5 Figure 22.1 Figure 22.2 Figure 22.3 Figure 22.4 Figure 22.5 Figure 23.1 Figure 23.2 Recommended Percentage of Meeting Objectives at Each Level 22 Sample Objectives for IAMPS Upcoming Conference 26 Sample Functional Expense Budget 32 Sample Functional Income Budget 35 Sample Income Statement 38 Sample Spreadsheet Control Report 40 Strategic Partnership Development Model 50 Volunteer Lines of Communication Reporting to the Meeting Manager 119 Program Committee Structure Reporting to a Board of Directors 121 Typical CVB Business Flow 163 Vancouver, British Columbia 163 The CVB Sales Cycle 168 Online Request for Proposal (RFP) 169 The BestCities Global Alliance Brochure 171 Conference Center Meeting Rooms Are Designed Specifically for Comfort and Productivity 215 Customers of Conference Centers Anticipate a Flawless Meeting Environment and Proactive Service 216 Conference Centers Provide Continuous Refreshment Service Outside of Meeting Rooms 217 Learning Styles 257 Factors in the Learning Experience 259 Program Design and Development Flowchart 267 Sample Advance Planning Timeline for a Large Annual Meeting 270 Sample Planning Timeline 271 General Program Outline 276 Sample Program Schedule for Multiple-Day Meeting 277 Definition of Culture 319 Proxemics in North American Culture 322 Communication Takes Two People 324 Cultures of the World Arranged along the High/Low Context and Monochronic/Polychronic Continuum 327 Inappropriate Gestures 329 Serpentine Queue 344 Example of Booking Diary 345 ix 00c_PCMA contents.qxp:00c_PCMA contents.qxp 3/26/08 4:57 PM Page x Figure 23.3 Roundtable Set-up Seating Eight People per 60-Inch Table 347 Figure 23.4 Schoolroom (Classroom) Set-up 348 Figure 23.5 U-Shape Set-up 350 Figure 23.6 T-Shape Set-up 350 Figure 23.7 Traditional Boardroom Set-up 350 Figure 23.8 Hollow Square Set-up 351 Figure 23.9 Rounded Hollow Square Set-up 351 Figure 23.10 Theater-Style Set-up in Modified-Chevron 352 Figure 23.11 Theater-Style Set-up with Wall and Cross Aisles 353 Figure 24.1 APEX Event Registration Form Template 364–365 Figure 24.2 Layout with a Straight Queue and a Serpentine Queue 369 Figure 25.1 Sample Request for Proposal Form 382 Figure 25.2 Bell Curve for 1,650 Committable Rooms 386 Figure 25.3 Bell Curve for 500 Committable Rooms 387 Figure 27.1 The Four Basic Booth Types 429 Figure 28.1 Sample Wayfinding Plan 442 Figure 28.2A Directional Sign Plan 443 Figure 28.2B Directional Sign Plan 444 Figure 34.1 Example of an Event Specification Guide 526 Figure 34.2 Example of a Function Sheet 528 Figure 34.3 Example of a Catering Function Sheet 529 Figure 35.1 The Role of the Convention Services Manager 536 Figure 35.2 Checklist Template for Managing a Citywide Convention 543 Figure 35.3 Sample CSM Checklist for a Convention Hotel 548 Figure 37.1 Wireless Communication Options 559 Figure 40.1 Defining the Zone of Possible Agreement (ZOPA) 609 Figure 40.2 Example of ZOPA: Structural Deadlocks 622 Figure 40.3 The ACESTM Negotiation Process 624 Figure 44.1 Vulnerability Assessment Chart 676 Figure 44.2 September 18, 2001: The Millenium Hotel 685 Figure 45.1 Phillips Evaluation and ROI Process 698 Figure 45.2 Session Evaluation Example 700 Figure 46.1 Chain of Impact 714 Figure 46.2 A Systematic ROI Process Model 718 x