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Meeting and Event Guide

There are many factors to consider when planning a meeting or event. The tips and checklists outlined here will help you plan and create a successful event.

1. Set Objectives: Creating the Meeting’s Framework

The first thing any meeting and group event planner must understand is the purpose and scope of the event. What is to be accomplished? more about objectives>>

2. Determine the Meeting General Requirements

One of the best ways to do this is for you and anyone who can help you achieve your goals develop a preliminary schedule. The schedule should be a general outline of what will happen and approximately when, more about determining requirements>>

3. Select Your Hotel Destination

This is the most important factor to consider when planning a meeting. With an understanding of the meeting’s general requirements and budget, you can look for a hotel destination that meets these needs. more about hotel destination>>

4. Clarify the Budget

It is critical to get a clear understanding of the meeting’s budget. Ask the person calling the meeting to give you a specific figure to work within. As you make preliminary inquiries, you will quickly see whether the arrangements you’re planning are possible within the budget limits. Budget Planner>>


5. Organize your Meeting Notes and Materials

You’ve established the framework of the meeting and know its general requirements; you’re ready to begin contacting hotels and planning specifics. You’ll find it helpful to set up an organizer with sections for the various planning steps so you can keep all the meeting information in one place. Some suggested section names include:

  • Schedules
  • Budget
  • Hotel contact
  • Contacts
  • Rooming list
  • Ground transportation
  • Meeting room set-ups
  • Audiovisuals
  • Food and beverage
  • Recreation
  • Speakers
  • Entertainment
  • Spouse programs
  • VIPs
  • Letter of instruction



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