Exhibiting in a Tradeshow – A first-timer’s view

Earlier this month, I had the opportunity to participate in a small tradeshow as an exhibitor. Given that I am usually either attending the tradeshow as a participant or am part of the team organizing the event, being on the exhibitor side was quite interesting. Although many aspects of the experience were not unexpected, I did come away with a new respect for what exhibitors go through on a regular basis.

Setup time for my table was scheduled well in advance of the event start time – but that is nothing new for me. When I am onsite for a conference, I am always there long before the first scheduled activity (including exhibit setup!). Being a first-timer, though, I was paranoid about missing any of the scheduled exhibit hours, so I made sure I was back at my table well before any attendees would be able to come by. I didn’t want to miss anyone!

The evening reception was nice, though I was too busy manning my table to really enjoy the food much, and I saw enough traffic to feel like it was a good use of my time. What I found most interesting was that not all of the exhibitors had arrived and set up yet. Given that the reception represented the single largest block of exhibit time, I was a little surprised that more exhibitors were not present. However, I suspect that they believed that they would get enough exposure throughout the next day’s schedule.

The next day was a full schedule, too. Again, I am used to long hours onsite during a conference, so the early start and length of the day did not concern me. By the time the day’s first session began, all but one of the exhibitors had arrived and set up (I found out later that the one exhibitor missing had car trouble on the way, which is why they were not there). Flow throughout the day was steady, if slow. Traffic picked up a bit during the regular breaks for exhibit viewing and networking but I was amazed how many people skipped sessions to wander through the exhibit hall. As an attendee, I can’t think of a time when I have done that, though I suspect that I would if I was already familiar with the material being presented… The end result was that I did not get to go to many sessions myself – which was OK since I had heard most of the session content at similar previous events.

Was it worthwhile? I don’t know yet; time will tell. I did not feel that it was a waste of time, though. I got several good leads on potential business (I think) and, knowing that the planning cycle can take quite some time before an agency decides to do an event and hire it out, I do not expect to receive any RFPs from these contacts right away. But, if I can build good connections with them, the potential for work is there.

Would I do it again? Yes. (In fact, RDL will be exhibiting for the first time at CalSAE’s Seasonal Spectacular in Sacramento on December 7th – stop by and say “hi” to our owners: Linda and Cyndy!) Having done this once, I feel that we can only get better at our outreach and marketing by adding exhibiting to our efforts.

~ Karl Baur, CMP • Project Director, RDL enterprises

Autumn’s Song

Autumn has graced her presence on most parts of North America. I’m always amazed at how the seasonal equinoxes and solstices take time to peal back their natural layers. There is rhythm and harmony to nature’s slow process as she takes time to unravel her seasonal song. She sings through the wind, “I am seductive and mysterious and I’ll arrive when ready.” September 20th is the first day of fall. It’s early November and certainly feels like fall more than any other day, previous. Trees shed warm, comforting colors of yellow, red, brown, and orange. The dusty, colorful leaves sway throughout the sky. Autumn’s sound is loud and bustling. Her presence is fierce stating, “I have arrived. Pay attention. Transformation is taking place.”

Autumn is a time of nostalgia and letting go. It’s a turning point. Ana Forrest writes, “As children of the earth, it’s easier for us to make changes if we work consciously with the earth’s changes.” It’s about balance. Nature is cycling, harvesting, and decomposing into the earth. It is a transformational process of give and take, clearing and renewal. Naturally our bodies connect to this quintessential time of year, wanting to remove old behavior patterns and break off dried up beliefs that no longer serve a purpose. Earth eases us to slow down, transform, and nurture each other and ourselves. It’s a time for gratitude, praise, and thanksgiving. During this season of harvest ask what needs self-reflection, release, or both? What are you doing in your life now to connect to the planet, to each other?

During this time of year, as business slows down, we here at RDL reflect on the past year and consider the road ahead. I urge each of us to get grounded and connect to the season of change. Take inquiry of our surroundings and to nature’s beautiful rhythm. This is an exciting time of year. Be grateful for everything! Today I am grateful for breath, creativity, and friendship. Bring attention to whatever it is that brightens your spirit and makes your heart sing. Get curious. I challenge you to do something everyday in November that ignites your spirit, connects to your body, and deepens your breath to finding your authentic self - your spirit.

Aho!

Walk in beauty,

~ Tess Conrad • Event Planner, RDL enterprises

Note: Ana Forrest is the author of Fierce Medicine and creatrix of Forrest Yoga.

Negotiating Hotel Contracts

It is often said that everything is negotiable in hotel contracts. While that is not 100% true, there is still quite a lot that can be negotiated beyond the guest room rates, rental rates, and food and beverage prices. So how do you go about getting what you want and/or need for your event? Negotiation, of course, and that’s where knowing what you can reasonably negotiate in your contracts can make a difference. Let’s take a look at some common approaches…

There are some that believe that, if you want the moon (so to speak), you should ask for the sun and the moon – knowing that your request will be rejected and a counter offer will be put forth. The idea here is that, by asking for more than you need, you will get what you need as well as, possibly, something extra on top of that.

Others take the position that you should only ask for what you really need when putting out an RFP to hotels. This allows you to easily weed out those who cannot provide your basic needs while still giving you some choices among respondents. Anything they offer above and beyond the basics are considered a bonus.

I, and many others, tend to take a middle road of sorts. I outline the absolute minimum requirements for the event in the RFP. [Read this post for an outline of what that should include…] Once those are listed, I then will often add another layer or two of special requests. The first layer consists of the items that are desirable to get as part of the package. By themselves, none of these items are deal-breakers, but they can help make a bid more attractive to my client by providing certain perks that are of value to them. The second layer is made up of the client’s “wish list” items. These are things that will really take a proposal “over the top” but that we really don’t expect to get. This way, I ensure the event’s basic needs are met, without the hotels having to guess what those items are, and gain a few additional extras in the process that I know the client would like to have, without having the hotels offer items that are worthless to the client (and thinking those are deal-clinching incentives).

So, what do I ask for? What do I negotiate on? Well, that depends on the client and, if there are items that I absolutely must have, I am sure to include them in the RFP. Knowing what to ask for means that you, as the group’s planner, need to really know what the group requires, what would be of value to them, and what their ideal, pie in the sky, response would include. The better you can picture those three lists, the more productive your negotiations can be. Although there are those who view negotiations as “how much can I get from the hotel”, I prefer to view the process as one in which I am searching for the intersection of desires that maximizes what my client wants with what the hotel wants (yes, they want something, too – and it’s not always money!). If I can identify what the hotel wants, and can give it to them, then I can get more of what my client wants in return.

Every property is different and that will shape my approach. One may be able to negotiate on room rates but not on space rental, while another may be able to waive rental fees but cannot alter their food prices or guest room rates. As the planner negotiating on behalf of my group, it is up to me to find those areas that the hotel can negotiate on and work with them. Remember, if you cannot find an acceptable intersection of needs, you can always walk away – as can the hotel.

How do I know where the hotel can bargain? Some of it comes down to experience but, ultimately, if you don’t know where they have room to negotiate, ask them. Their goal is to book your business, which means they have an incentive to find a workable middle ground, too, and many sales reps understand that an informed opposite in negotiations can help them make it work for both parties.

While “everything” may be negotiable, I have found that being realistic about what I ask for and expect to receive in return for what I have to offer at the bargaining table is an excellent way to begin – and leads to a successful contract/partnership more often than not… And, a final thought here, if I can make the negotiations work for both sides (my client and the hotel), they are each happier with the results and my value to both of them goes up, too.

~ Karl Baur, CMP • Project Director, RDL enterprises

Choosing the Right Venue

When working with various clients to plan a meeting, conference, or event of any kind, one of the big pieces is the site selection. Site selection is a process with a purpose. The site has to have the correct parameters for the event that will be held there.

The size of the plenary session needs to be adequate to comfortably fit all the attendees in a comfortable setting and one that makes sense for the topic and attendee participation, if any is expected. The meeting planner also needs to take into consideration if any large screens are going to be used, what media will be used, will the attendees be able to see easily, and what room set-up is preferred.

Meeting “flow” is another area that is important for each event. The number of meeting rooms and the size and arrangement of the meeting space to be utilized can have a large impact here. How large is the General Session room? How many breakouts are needed? Where are they located? Are they on the same level as the rest of the event? Can attendees access them easily? Can the rooms easily accommodate the audio-visual equipment needed?

And, how far away is the food? Yes, that is always an important question for everyone! RDL staff never likes to use the same rooms for meals that meetings are being held in when they can avoid it but we do want it close by. (Having meals in a separate space gives people a chance to get up, stretch, and move a bit. Plus, the change of scenery can be good for a mental break as well.) And attendees don’t like to be too far away from the food either. Considering all the flow and potential uses of space before selecting a site is incredibly important.

Another important thing to consider when selecting a venue for a client is the location of the event. Is it convenient? Is it located close to public transportation? For those flying to the event, where is the airport in relation to the venue? How about the subway/train? And, for those driving in, what parking options exist? Take into consideration ADA access & limitations, such as the location of elevators in relationship to sleeping rooms & meeting space. Where are the restaurants and the recreational facilities and how easy is it to access them?

One of the final, but vitally important, considerations for many clients is the price. What will it cost to hold the event there? How much are the sleeping rooms? What is the cost of the food & beverage? Is there a cost for the meetings space? Is the venue willing to work with us to meet budget limits? Can the client afford it?

All of these items are important and will help guide the client towards selecting the most appropriate venue for their event. Keep these suggestions in mind and enjoy your next event!

~ Cyndy Hutchinson • Executive Director, RDL enterprises

Things we have learned since getting onto the Federal GSA Schedule

It has been quite the learning curve, figuring out the best ways to market to the Federal Government, as well as learning how the GSA process works. Here are some of the things we have learned so far…

1. You do get to see bid opportunities prior to the general public, although sometimes they have a short turn around time
2. Your questions often get answered immediately
3. You still have no guarantee of winning the bid
4. You can still ask for a debrief if you are not awarded the bid
5. If you have a positive relationship with a contracting officer and the bid is less than $15,000 they can send the request for a quote out to three organizations on the GSA Schedule and select one of them for the award
6. Relationships, relationships, relationships - they are always the answer for growing your business, even with the government

If you are already registered to do business with the government and are interested in getting onto the GSA Schedule as a small business, check out http://www.gsa-sba.com. There are many businesses that will write up your application for you for a fee, but if you want to do it yourself, there is help. We used the local Federal Technology Center and the gentleman we worked with was more than helpful. It took over a year to finally get approved but it finally happened. It is now up to us to keep up with all the different ways to find opportunities to work with the government. They include:

• FedBizOps
• Ebuy.GSA.gov
• FedConnect.net
• Contacting contracting officers who have sent out bids for services similar to what we offer
• Researching the budget forecasts for agencies that plan meetings and events

If you are thinking of working with the Federal Government, there are some new programs that are being targeted for woman owned small businesses that are designed to be set-asides for those services and products where women are underrepresented. Check with your local SBA office and they can you started.

~ Linda Begbie • Executive Director, RDL enterprises

What is a Post-Con?

This may seem pretty self-explanatory. After all, if a “Pre-Con” is an event that takes place before a conference or convention, then it stands to reason that a “Post-Con” is an event that takes place after a conference or convention. But, if that’s all it is, then why am I even bringing this up at all? Because that is not all that it could be; there is another use of the term that, just like a Pre-Con, has a particular significance to meeting planners – one that is just as important to what we do.

A Post-Con, in this context, is a meeting between the venue and the meeting planner that takes place right after the event is concluded in which a couple of general areas are typically covered.

Group Performance/Summary of Charges: When I do a post-con, the hotel will typically present me with an up-to-date count of the number of hotel rooms used on each night my group was in-house. Sometimes, I will also get a delegate report listing the names of everyone who stayed that the hotel. In addition, if I have not received them already, I will also get copies of all of my banquet checks to review and sign. Any miscellaneous charges that have been placed on the master account are also reviewed for accuracy. The purpose of reviewing all of these documents and reports is to ensure accuracy in billing. It can be very difficult to correct an error after you have left the property, so anything you can do to minimize the possibility of errors will make your life much easier later on.

Venue Performance: Think of this as an evaluation of the property. How well did they perform for your group? Did meal functions take place as ordered (correct food and times)? If the hotel provided audio-visual equipment for you, was that service provided promptly and accurately? The list of potential areas that you can review here is nearly endless but you can narrow it down to those items that are the most important to you or your group. If you already have feedback from your attendees (good or bad), this is a great time to share that – while it is still fresh.

Although I mentioned that this takes place right after the conclusion of an event, the reality is that many planners are more than ready to hit the door and be on their way home at the conclusion of the event – so it may not happen until after the planner gets back to their office. Even if you cannot (or will not) take the time to do a post-con before leaving the venue, make sure that you do it as soon as you can. The longer you wait, the harder it will be for you to recall details (unless you took extensive notes) and the harder it may be to contest questionable charges on your bill.

Doing a post-con is also a key component of planning for the group’s next event. It is a great opportunity to build history for the group as well as to honestly evaluate how well the group and the venue fit together. This open exchange can bring to light group preferences or behaviors that you may not have previously known about, or point out areas of service that the hotel can improve upon – or it could just confirm that everyone did a great job in supporting your event!

~ Karl Baur, CMP • Project Director, RDL enterprises

Risk Management

Part of the RDL team recently returned from the University of California’s Annual Risk Summit, which was held in Los Angeles this year. As you might imagine, there were workshops on topics spanning all types of Risk Management from Worksite Wellness to Driver Distraction to legal and contractual issues. As the meeting planners for the event, I wonder if there was an adequate assessment of risk for the event itself. We seldom encounter emergency situations but even a “small” emergency such as an attendee experiencing the onset of a mild asthma attack, as happened at this year’s Summit, needs to be handled quickly and knowledgeably.

It could all be a bit overwhelming to think of every possible area of event management. Enter the EMBOK, which stands for Event Management Body of Knowledge and is a project developed by Julia Rutherford Silvers (EMBOK.org). There are five areas of management for an event of any kind, whether it is a music festival, training meeting, a large conference, or tradeshow. They are:

Administration

Design

Marketing

Operations

Risk

Each of these five management domains has what Silvers calls “classes” or subdivisions. Each one of these needs to be considered in a safety plan or risk assessment.

 

As the meeting planner, it may not be our role to make the decision to evacuate a building but it is our responsibility to have an emergency plan in place. By asking “what if…” or “what could go wrong?” in each of the areas of event management and documenting it, will be crucial in case anything does go wrong and evidence of this consideration is needed in court. Ask the question, “have we done our due diligence?” and discuss this with all members of the planning team, including the venue.

As a natural optimist, I don’t personally look to what can go wrong in life. But as a professional meeting planner, I see this as an important and necessary part of the planning process in which we need to always be thinking two steps ahead. As Silvers states, “We cannot control things; the only thing we can truly control is our ability to respond if problems occur.”

~ Ginger Myrick • Meeting Planner, RDL enterprises

Advantages of Technology-Based Meetings

Last month, I wrote about the advantages of face-to-face meetings. In all fairness, I must point out that technology-based, or “virtual” meetings also have some advantages as well, especially in certain situations. Here are the main ones I have come across.

• They save time.
• They save money.
• There is more flexibility in the “when and where” of the meeting.
• Allow for multi-tasking and increased productivity.

Not having to travel to a meeting or conference, especially if it requires air, train, or extensive driving, certainly saves time. The time not spent on travel can be put to use in the office or at the job site working on other projects. It also saves on costs since you are not paying for transportation and, if the meeting requires overnight accommodations, it will save you the cost of a hotel stay, as well as meals and other incidental expenses.

In terms of flexibility for when and where the meeting is “held”, this really only makes a difference when the numbers attending the meeting are low. A Board meeting, for example, or a team meeting might be good candidates for making into virtual meetings. Conferences operate at a different level. Even if you were to make one into a virtual event, the sheer number of “attendees” reduces flexibility when considering “when”. As for the “where”, the participant does retain control over that – they could log into the event from work, home, or any location with the appropriate technology (i.e. a computer with internet access) – so I can see that as an advantage, if the participant is able to stay focused on the meeting…

The multi-tasking and increased productivity issues are, to me, a little harder to justify as being advantages. While people believe that they can multi-task, is that really the best way to participate in a meeting or conference? You only have so much mind-power available at any given time. Attempting to multi-task really means dividing your attention. If your attention is divided, how much of the information from the meeting are you really retaining?

I can see an argument for increased productivity being an advantage but that is mostly connected to the time saved by not traveling. Since it can be difficult to get serious work done while on the road, not traveling can increase bottom line productivity – but this seems to be more a function of the “It saves time” position than an advantage in its own right.

Each time an advance is made in virtual meetings technology, I see articles declaring the demise of the face-to-face meeting – and, yet, those meetings continue to happen. Virtual meetings are great for short meetings with few participants and limited agendas or goals. Face-to-face meetings are usually better when you are bringing large numbers of participants together for interactive sessions or networking. The reality is that there is room for both types of meetings in our industry and neither one can completely supplant the other – so keep your options open and find the one that is right for your event…

~ Karl Baur, CMP • Project Director, RDL enterprises

What is “Conference Chicken”? And why serve it?

Planning a small meeting or a large conference can be a challenge when it comes to choosing the correct food & beverage for the event. So many attendees have various and unusual tastes in foods, not to mention sever allergies to certain kinds of foods. Some of these food challenges may include allergies to glutton, sugar, salt, and MSG. Strict diets that some attendees must adhere to, like diabetic, vegan, and vegetarian. Or all the people that have very specific food dislikes. Often clients want to serve their attendees something that they may personally enjoy without taking all of the above into consideration. Usually, fish & red meat are not the best ideas, although clients do choose them.

We often recommend a safer choice that most people will enjoy and that a good chef can prepare in a delicious fashion. That entrée choice is what has become known as “Conference Chicken”! Now, some of you might think that chicken can be boring, but a good chef can do wonders with flavor & presentation of the conference favorite. So, when planning your next event, here are some delicious & fun recipes from Cooking Light that you might want to think of serving your guests – or to use as ideas for larger meal functions. Share your ideas with the Chef as you prepare the menu. They can be very helpful in making your meal wishes come to fruition. Here’s to the success of your meals!

~ Cyndy Hutchinson • Executive Director, RDL enterprises

Ed. Note: Working with the chef is a key component of producing great meals for any event on a budget. For more of a look at that concept, click here.

Networking Do’s and Don’ts

Here’s a great quick and easy resource for things to remember when networking (from American Express’ “Open Insight Guide”). Though the Guide is about marketing to the government, the insights offered actually apply to any marketing situation.

Five Ways to Raise Your Profile

1. Tap into Social Networking
2. Attend Events
3. Become an Industry Expert
4. Join a Local Business Group
5. Volunteer in Your Community

Networking Do’s and Don’ts:
Do’s:

1. Do come with a 30-second “elevator speech” that describes your business.
2. Do exchange cards with people that you sincerely want to stay in touch with.
3. Do enter events with a smile on your face.
4. Do show interest in the person that you are speaking with.
5. Do listen more than you talk.
6. Do jot notes on the back of each person’s card for a quick reminder for follow-up.
7. Do leverage social networking sites to stay connected.

Don’ts:

1. Don’t just try to collect as many business cards as you can.
2. Don’t isolate yourself in a corner or hang out with friends or colleagues you already know.
3. Don’t let your mind wander when other people are talking.
4. Don’t talk about yourself too much.
5. Don’t monopolize the conversation.
6. Don’t stuff people’s business cards in your drawer and forget about them.
7. Don’t send generic email blasts to everyone your meet.

~ Cyndy Hutchinson • CFO, RDL enterprises

4 Advantages of Face-to-Face Meetings

When the economy is as tight as it is, many companies and government agencies see meetings and conferences as easy places to eliminate spending. Training budgets are slashed and, in some cases, agencies are outright forbidden to attend or support conferences even if there is little or no cost to the agency. However, this approach is rather short-sighted in my view – and not just because I’m a meeting planner.

True, there is the potential to save time and money by cutting trainings or by reducing or eliminating participation in face-to-face meetings. But, the way I look at it, much more is lost. Here are four advantages of face-to-face meetings that often get overlooked when too much attention is focused solely on fiscal issues.

1. People prefer to do business – and better business deals are often done – with people they have a relationship with and building meaningful relationships is much better done in person. And, the social interactions that take place during a live event help to build those relationships. In fact, in recognition of the importance of social interactions, many conferences build in time for networking and relationship-building. Yes, you can build relationships with others through virtual events but it takes much longer to accomplish than through face-to-face interactions. How much more time (and money) does it take to find and build new, meaningful, business relationships compared to maintaining and strengthening the ones you have?

2. Meeting face-to-face allows you to read body language, see facial expressions, and get a better “read” of others present. Non-verbal cues are important to human interaction: you can look them in the eye when conversing, note changes in body posture, observe what they are doing with their hands, etc. When you can instantly “read” the other person, you can react more appropriately to the conversation – and the situation. This is crucial if you are trying to build consensus, lead a group, or persuade potential partners to agree to your position – or trying to build a professional relationship.

3. Face-to-Face meetings allow participants to engage in more complex thinking, particularly “strategic” thinking, especially when you have more than just two or three participants. In a face-to-face setting, conversation can flow naturally, moving from one topic to another with relative ease as participants share information and build upon ideas and concepts already shared. As the number of participants grows in a virtual meeting, it tends more towards becoming a lecture-style presentation instead of an interactive discussion, which ends up stifling creative and constructive conversations. Conferences, in particular, involve large numbers of people – too many to effectively participate in a virtual event.

4. Fewer Distractions. This may not seem to be the case but consider how easy it is to “tune out” on a conference call, or work on another project at the same time, or walk away from the conversation. The ability to multi-task is often cited as a reason why people like virtual meetings but turn that perspective around. Do you really want the other party (or parties) to set you aside during the conversation so they can work on something else? When you are meeting with people face-to-face, it forces them to be more engaged in the discussion and it is easier to tell if they are no longer engaged so you can move on to the next issue or shift the discussion as appropriate.

A successful meeting is dependent on many things but the manner in which the meeting takes place is an important factor. Do you meet in person, or simply connect by phone or video chat? For many things, a phone call or an email may be all that is needed but, if you want to build long-term, meaningful relationships (whether personal or professional), you need to do more than that. You need to be there, live and in person…

~ Karl Baur, CMP • Project Director, RDL enterprises

How can a hotel deliver great service to a meeting planner?

This is a common question I get from hotel sales managers, CSMs, GMs, and others – both before I book a group and while that group in in-house. In fact, the question comes up so often during pre-cons that I actually have a script I use just for those meetings. So, what is my usual response? Here it is, in a much shorter – and slightly altered form…

The key to delivering great service to a professional meeting planner is to deliver great service to the event participants.

Why is that?

The tendency for many hotel staff is to treat the meeting planner (and any designated VIPs) very well, which makes some sense for a couple of reasons. First, the meeting planner is often a single individual, which makes it easy to single them out for great service. Even when you add in the planner’s staff and event VIPs, you’re still talking about a relatively small group for hotel staff to identify. Second, the planner and VIPs are seen as being the decision-makers for where events go in the future so, as the thinking goes, treat them well and they will return. Both of those reasons are sound enough by themselves but I feel that they leave out the most important component – the attendees. An event’s attendees are, in my view, a main reason the event exists; if they don’t come, there is no event.

Remember, too, not all VIPs are labeled as such. You never know who is attending the meeting. Someone who is attending one event may be a decision-maker for another event that is sponsored by his own agency or company (I have had people like this at some of my functions). Provide great service to that person – especially when they are just a “regular” attendee – and you just gave yourself a leg up to get their business down the road, too.

If a hotel can win over the meeting participants with their service, the chances of getting that group to return to the property in the future go up considerably. I have actually had properties take such good care of my folks that I’ve practically been ordered to use that hotel again, even though my own experience with them was less than stellar.

On the flip side, a planner who takes unhappy participants back to the same venue risks losing attendees – which can have a huge impact on the event’s bottom line, especially if people pay a fee to attend. If they do take that group back to the same property, the planner had better seriously address the issues that made it unpleasant for the attendees – and make that known to the group.

I know the hotel will take good care of me (and my VIPs) – that’s easy – but I want them to take good care of my attendees, too. That is as important to me, if not more so, than just looking out for me and my VIPs.

~ Karl Baur, CMP • Project Director, RDL enterprises

What is the best room set for a meeting?

Well…that depends on the meeting. There really is no one style that is best in all situations. The “best” style of room set is dependent on how much space you have to work with, how many people will attend, and the purpose of the meeting. Take the time to look at your meeting in detail, and the answer will often present itself – especially if you are familiar with the basic room sets and when to use them.

In this post, I examined five “standard” room set categories that are used for most meetings and conferences. Today, I’d like to take another look at them and consider when and why you might use each one.

For a typical meeting, Classroom (or Schoolroom) seating or Theater seating are the most commonly used. These sets work best when the meeting is presentation-centered, meaning that the focus of the meeting is on the presentations. Of the two, I prefer to use Classroom seating since it offers participants a place to set their drinks and a surface to write on. Theater seating, though, is great for maximizing the number of seats you can get into the room.

If you need the meeting participants to be more actively involved in the meeting, then I would consider using a set that allows everyone to sit around the same table as much as possible. This means using either a variation of Hollow Square or a variation of Rounds (Banquet seating). Rounds can be done as “full” or “crescent” and are good for when you have a mix of lecture-style presentations with some small group work – and you need to do it all in the same room.

Hollow Square, as a general category, covers (in my mind) any room set that creates a rectangular workspace with the meeting participants along the outside. If the number of people is small, then you could do this as a Boardroom Table or as “Conference” seating. As the number of people who need to sit at the table increases, you eventually reach a point where the middle of the table “disappears” and you have a Hollow Square. A U-Shape seating arrangement simply removes one side of the square, which then becomes the front of the room. Hollow Square and its variations are good for meetings in which the participants need to engage each other on a regular basis throughout the day and any presentations are there to support their work. Board meetings, planning group meetings, and strategy meetings are all examples of meetings that would use this type of seating. A word of warning, though, about this style of room set… If you get above about 40 or 50 people, it no longer becomes practical for everyone to sit at the table. The set takes up an enormous amount of space and it becomes increasingly difficult for participants to see or hear people on the opposite side of the table. Technology (microphones, video monitors, etc.) can mitigate this somewhat, but you still reach a point at which that fails as well.

For those rare occasions in which you do not need (or want) seating for the meeting, you can use Reception seating. This style allows you to provide small tables, called “highboys” for people to use as writing surfaces. It also encourages shorter meetings since people are less inclined to take a long time if they have to stand through the entire meeting. I have often seen this approach suggested as a way to shorten staff meetings for that very reason.

So, which is best? None of them. As I mentioned at the start, many factors go into making that determination for each meeting. Is this a lecture-type of meeting, with a series of speakers presenting from the front of the room? Will the attendees need to interact with each other to do group exercises? Do you even need seats?

And, how much space does each of these sets take? Check out this post for a discussion about seating capacities, or you can download this one-page cheat sheet showing how many people can fit into a room for each style of seating.

~ Karl Baur, CMP • Project Director, RDL enterprises

Building a Music Festival

Over the last 20 years, RDL enterprises’ staff has planned thousands of meetings and conferences from concept to completion throughout the United States, Canada, and U.S. Commonwealth territories. Recently, and thanks to the social networking site Linkedin, RDL was awarded a contract to plan their first music festival. Luckily, one of RDL's planners has the music production experience to draw in this new client. We wrote the bid and won. Suffice it to say, we are all out of our usual day-to-day habitual job duties. I’m reminded of the saying, “Life begins at the end of your comfort zone.” (Neale Donald Walsch)

We have until June to execute this one-day event. In many ways, it’s not that different from planning a meeting. Here, I’d like to use a building metaphor. Before construction can begin, the client/contractor will meet at the site to discuss the basic footprint to ensure the project is understood from each angle. From there, the team will design the layers of the building, determine the responsibilities of the project, distribute the assignments, and the team will begin construction.

Planning a music festival involves the same type of structure. How much space is there? What is the capacity, what permits; codes for traffic and vehicles are needed? How many vendors can we hold, budget, sponsors, advertising, media relations, contracts, volunteers, committees? Most importantly the music! It can be all encompassing. I chuckle at how much is put into a one-day event. It seems to take as much energy to do a three-day conference.

My point is, however broad your event may be, it’s important to remember to slow down, stay organized, ask for help, write down everything, have a co-assistant, and be confident it will all work out. Dealing with the stress of such a harrowing process is crucial. I find that staying in shape is extremely helpful with the demands it takes to plan. Thank you, yoga! [See this post for other ideas. – ed.]

This experience, which is far from completed, has been incredible. I’m thankful to have this opportunity to keep growing and learning, personally and professionally.

For more information on the event, please visit, http://www.ColomaBluesLive.com. Tickets go on sale soon!

~ Tess Conrad, Meeting Planner and Coloma Blues Live Event Manager • RDL enterprises

How many Registration Counters are Needed for My Event?

While I’ve not come across a hard and fast rule to answer this question, I believe that we can still give ourselves a good rule of thumb to apply as a starting point.

In a previous post, I examined the question of how many people you needed to staff your event and, if you recall, the rule of thumb given there (1 staff per 100 attendees) was geared towards knowing the number of people you would need to staff your registration counters. But – does that estimate also apply to the registration counters themselves…?

Yes and No.

As with staffing levels, 1 per 100 is a good place to start. In this case, though, we’ll use one registration counter for every 100 registrants. Why? Well, I use this as my starting point mainly because each staff person will need some space within which to operate and it is difficult to have too many people all working the same counter. Another reason, quite honestly, is that it makes the math easy and I can make a quick estimate if necessary.

When it comes to actually ordering registration tables or counters, though, I take a good look at what the check-in process will entail. Will attendees simply come by and pick up a badge then go into the meeting or is there more to it than that? Will they need to sign in and/or sign out of the meeting? Are there additional materials that they will need to collect on check-in? If so, how are those materials to be handed out – as a package, singly, attendee chooses what they want, etc.? All of these questions affect how much space you will need to check people in to your event – and, therefore, how many counters you will need. Even the size of the name badges can affect the amount of space you need.

A good way to roughly calculate the space you will need is to set up a mock registration counter in your office. Just pick a table and lay out ten to twenty badges, plus any additional materials they will need to receive on check-in, as if you were conducting your event check-in right there. That will allow you see how much space you will need for everything. You will need to extrapolate a bit to figure out your total space requirements – but it will give you a rough approximation.

Then, think about how long it will take to hand them everything – time how long it takes you if that helps you. Remember, the longer the process takes, the more people you will need to make the process go quickly and efficiently. If you need additional people, you will most likely need more space. If, on the other hand, you am only handing out name badges and there are no other materials or activities taking place at check-in, you could probably get away with one counter for 200 people – and just need one staff to manage it.

So, as usual for many of my posts, the ultimate answer is “it depends” when we look at how many registration counters are needed for a particular event. However, you can still use the “1 per 100” rule to get you started.

~ Karl Baur, CMP • Project Director, RDL enterprises

How do you manage the stress of meeting planning?

“Isn’t meeting planning really stressful? How do you manage?”

These are just a couple of the questions I often get from people new to the field of meeting planning or from those who really don’t know what it is that we do. That’s OK. Most jobs have some stress – it’s nearly unavoidable in this day and age – so the questions are still valid. So how do I manage to do my job and keep my sanity? Here are my top three techniques:

One: I make sure that I have some kind of physical activity each week, preferably two or three times a week. For me, the main activity here is soccer. I get exercise, some social interaction, and don’t have to think a lot. This offers a much-needed counter to a job that often entails long hours behind a desk, working on my own or in small groups, and exerting my mind for significant periods of time.

Two: I read for pleasure. Yes, you read that right, I read for pleasure. This is a very different mental activity from reading for content or to learn a subject. It is also quite different from the types of mental activity that my job requires. I will often read during my lunch break when the change in mental stimulus will re-energize my mind and help me get through the rest of my day.

Three: I make sure to set aside time for friends, family, and/or pets. I get to relax and enjoy life. I may get together with friends for a game or movie night, cuddle with my cats, or simply spend quality time with my wife and daughter. It really doesn’t matter what I’m doing – so long as I’m doing something with them.

Ultimately, though, what this really all comes down to finding things to do that you enjoy that can offer a mental and physical change from the routine of your work. If variety is the spice of life, then add as much spice as you can – it will make life, and your job, much more fun.

~ Karl Baur, CMP • Project Director, RDL enterprises

Work-Life Balance 3

In this series of articles by Molly Gordon, MMC, (geared towards small business owners) there is information that may help you find a process that can help you balance your work time with your business and your life. I have found these to be both interesting and helpful. Each article can be read about in more detail here – and each strategy is highlighted with additional information that is worth a read.

Articles On Work Life Balance
By Molly Gordon, MCC

* Work Life Balance - 9 Strategies to Help You Regain Your Equilibrium
If you are a small business owner, you may have noticed that the relationship between personal and professional life can be rocky. Developing and maintaining a healthy work life balance can be tricky. I know pat success formulas don't help. I also know it is possible to take care of ourselves and our businesses if we are willing to do the work. Read about nine strategies that, taken together, can help you change course without abandoning the destination and help you restore work life balance.

* Work Life Balance And The Power of Positive Thinking
Can we learn how to respond optimistically and hopefully to events that challenge work life balance? According to psychologist and researcher Martin Seligman, the answer is YES. While some folks appear to be hardwired to respond optimistically to ups and downs in life and work, others are wired for pessimistic responses. Fortunately, you do not have to settle for the wiring you were born with. Find out how you can improve your resilience and your hopefulness by acquiring solid positive thinking skills.

* Refine Your Work Life Balance by Setting Healthy Boundaries
Do you think of boundaries as ways to keep something or someone out in hope to maintain your work life balance and protect your time, energy, and resources? What do healthy boundaries look like, and how can you know where and how to set them? Let's take a big breath and take another look at this business of setting boundaries.

* Work Life Balance: Adding White Space
You most probably heard that work life balance is called the ''holy grail of the 21st century.'' In bookstores, the bookshelves groan with books devoted to the topic, yet ironically enough, quite a few people just can't find the time to read them. May this article help you cast a fresh eye on what work life balance means to you and take a further step towards balanced life.

* Work Life Balance: The Gift Of Too Much To Do
People are always asking me how I get everything done. How do I find the time to read so much? How can I travel and attend trainings while keeping up with my practice? How do I manage to write my blog and Authentic Promotion newsletter? How do I maintain work life balance that has become the Holy Grail of our times? In this article, I am gladly sharing one of my "secrets."

* Work Life Balance: 9 Quick Tips for Managing Overwhelm
If you feel that your work life balance is teetering on the edge; isn't it time to make changes before the problems overwhelm you? Whether or not you own your own business, life is often overwhelmingly rich. I wish you joy in the dance as you move with order and disorder, discipline and insight, gracefully maintaining work life balance.

* Your First Step To Balanced Life: Make Room for Enough
Here is the secret that underlies all life balance.

* Calling Your Energy Home
Find out about two main reasons we run short of energy we need to maintain work life balance and call your energy home with an energy inventory offered in this article.

* Work Life Balance: Self Care, Whether You Deserve It Or Not
Answering these simple questions will help you start or resume your journey toward real work life balance.

* Transition to Balanced Life: Do You Have Your Instrument Rating?
There are times in life and in business when it's just not possible to know what to do next based on your usual sources of information. Read about the ways that will help you avoid error, achieve more, and enjoy a balanced life.

So in your busy lives of working and living, I do hope that some of this information that I discovered is insightful and will help you in creating your balance.

~ Cyndy Hutchinson • CFO, RDL enterprises

How to Plan a Gala - Outsourcing for Vendors

I recently finished planning a 28th annual gala in San Diego for one of our clients. About a year ago, I wrote a blog about how to plan a gala, using the same client’s event as the example. I offered some basic tips, depending on the type of venue being used. This time around, I would like to highlight and discuss a few details I did not mention in my previous gala blog.

Outsourcing for vendors was one of the main tasks this time. San Diego has a huge market so competition was stiff and, in today’s economy, everyone wants a piece of the pie. In sending out the request for proposal (RFP), I noted important aspects of the event, i.e., date, time, location, food & beverage requests, audio-visual, and other considerations. Several venues in the downtown area of San Diego responded. After learning about each vendor’s policies and procedures, the type of space provided, and rates, we made our selection. However, the venue finally chosen did not provide many elements needed for the gala. First, I needed to hire a catering company. Typically, venues have a preferred vendor list for special events. It is helpful knowing these companies have created a great working relationship with the venue, understand the space really well, and can offer discounts. Second, the event needed a professional DJ for the entertainment portion. And third, we needed a beverage vendor to provide bar service. Now, this is working with three different companies, three different negotiations, and three different contracts – outside of the venue contract. Thankfully, the catering company provided tables, linens, chairs, flatware and glassware. That could have been yet another element.

Dedicating enough time to such coordination is important. I started planning 6-8 months prior to the event, due to its size and complexity. Each vendor was extremely helpful offering suggestions to create a smooth and easy event. Overall, I found working with many different vendors was easy and enjoyable. All of who did an exceptional job. The venue coordinator was among the best I have worked with. I am looking forward to planning the 29th annual gala in Atlanta, GA.

~ Tess Conrad • Meeting & Conference Planner, RDL enterprises

Work-Life Balance 2

Last month, I wrote about keeping a balance between work and life and have been doing more research (and there is a lot out there). Here is another article that I wanted to share.

Work-Life Balance Defined - What it really means!

Despite the worldwide quest for Work-Life Balance, very few have found an acceptable definition of the concept. Here's a proven definition that will positively impact your everyday value and balance starting today. (Average reading time 120 seconds).

Let's first define what work-life balance is not.

Work-Life Balance does not mean an equal balance. Trying to schedule an equal number of hours for each of your various work and personal activities is usually unrewarding and unrealistic. Life is and should be more fluid than that.

Your best individual work-life balance will vary over time, often on a daily basis. The right balance for you today will probably be different for you tomorrow. The right balance for you when you are single will be different when you marry, or if you have children; when you start a new career versus when you are nearing retirement.

There is no perfect, one-size fits all, balance you should be striving for. The best work-life balance is different for each of us because we all have different priorities and different lives.

However, at the core of an effective work-life balance definition are two key everyday concepts that are relevant to each of us. They are daily Achievement and Enjoyment, ideas almost deceptive in their simplicity.

Engraining a fuller meaning of these two concepts takes us most of the way to defining a positive Work-Life Balance. Achievement and Enjoyment answer the big question "Why?" Why do you want a better income…a new house…the kids through college…to do a good job today…to come to work at all?
Most of us already have a good grasp on the meaning of Achievement. But let's explore the concept of Enjoyment a little more. As part of a relevant Work-Life Balance definition, enjoyment does not just mean "Ha-Ha" happiness. It means Pride, Satisfaction, Happiness, Celebration, Love, A Sense of Well Being …all the Joys of Living.

Achievement and Enjoyment are the front and back of the coin of value in life. You can't have one without the other, no more than you can have a coin with only one side. Trying to live a one sided life is why so many "Successful" people are not happy, or not nearly as happy as they should be.

You cannot get the full value from life without BOTH Achievement and Enjoyment. Focusing on Achievement and Enjoyment every day in life helps you avoid the "As Soon As Trap", the life dulling habit of planning on getting around to the joys of life and accomplishment "as soon as…."

My caffeine source is diet cola. But I'm a somewhat fussy diet cola drinker. I don't like cans or bottles, I like fountain. And there is a big difference in fountain drinks. So I know all the best fountains within a five-mile radius of my house and office. My favorite is a little convenience store near my home called Fitzgerald's.

Let's say I'm wandering into Fitzgerald's at 6 in the morning, in my pre-caffeinated state and the implausible happens. Some philosophical guy bumps into me, and says…. "Heh mister… what's your purpose in life?" Well even in that half-awake condition, I'd have an answer for him. I'd say, "You know, I just want to achieve something today and I want to enjoy something today. And if I do both of those things today, I'm going to have a pretty good day. And if I do both of those things every day, for the rest of my life… I'm going to have a pretty good life."

And I think that's true for all of us. Life will deliver the value and balance we desire …when we are achieving and enjoying something every single day…in all the important areas that make up our lives. As a result, a good working definition of Work-Life Balance is:

Meaningful daily Achievement and Enjoyment in each of my four life quadrants: Work, Family, Friends and Self.
Ask yourself now, when was the last time you Achieved AND Enjoyed something at work? What about Achieved AND Enjoyed with your family; your friends? And how recently have you Achieved AND Enjoyed something just for you?

Why not take 20 minutes on the way home from work and do something just for yourself? And when you get home, before you walk in the door, think about whether you want to focus on achieving or enjoying at home tonight. Then act accordingly when you do walk in the door.

At work you can create your own best Work-Life Balance by making sure you not only Achieve, but also reflect the joy of the job, and the joy of life, every day. If nobody pats you on the back today, pat yourself on the back. And help others to do the same.

When you do, when you are a person that not only gets things done, but also enjoys the doing, it attracts people to you. They want you on their team and they want to be on your team.

Simple concepts. And once you focus on them as key components of your day, they are not that hard to implement. So, make it happen, for yourself, your family and all the important individuals you care about…every day for the rest of your life… Achieve and Enjoy.

Jim Bird, Publisher

On thing that I am finding over and over, is that there is not one easy solution to maintaining a healthy work and life balance. Everyone needs to find a way to make this happen for themselves. Opening yourself up to suggestions is only the beginning, but we all have to begin somewhere.

~ Cyndy Hutchinson • CFO, RDL enterprises

Offering Gratuities to Hotel Staff After the Conclusion of the Event

It is great when you have enough money in your budget to offer additional gratuities after a conference to reward those who went above and beyond the call of duty in support of your event. So how does one go about doing that, short of walking around with an envelope full of cash...?

If you wish to present gratuities to staff at a hotel for exemplary service, I would recommend creating a list of those individuals that you want to recognize with cash payments (gratuities). From there, you can start plugging in dollar amounts. Alternately, you decide on a total that you are willing/can afford to pay and start giving it to various people until you run out. The more someone did for you and/or the group, the more they would receive. The whole process is a back and forth kind of affair as you adjust the list of names, the amounts they get, and the total you are disbursing until you reach a final list you are comfortable with.

Typically, the CSM gets the largest amount, followed by banquet captains or other "dedicated" staff at the hotel, depending on their role in supporting the event. I will sometimes include servers or other line staff if they really went "above and beyond" in their service - though, as often as not, a letter to the General Manager acknowledging their work and expressing thanks serves a more valuable role for them. Only in extreme instances do I include bellmen or anyone else who would have received a cash gratuity on the spot for their services. In any case, my list of folks who received gratuities after the fact is rarely more than six to ten people.

Though various service industries often try to set “recommended” gratuity rates, remember that gratuities here are a reward for service “above and beyond”, not just for good service – and there really is no one right amount to give if you are presenting gratuities. Do what feels right (and is within your budget).

When you have your list finalized, you send a check to the hotel for the total amount along with a list spelling out who gets how much of that total. The list and check typically go to the CSM, though sometimes they will go to someone else instead – confirm who should get them before sending.

~ Karl Baur, CMP • Project Director, RDL enterprises