Signage for the Budget Minded

We all have clients who are very careful about how money is spent on their signage. We have done everything from large banners and foam core signs to an inexpensive slip-in sign holder. In many cases we have done a combinations of all these options for one client.

If you are looking for an inexpensive way to produce signs for your client try using slip-in sign holders. We use commercially produced sign holders from PC Nametag. These holders are 16X20 inches with a vinyl pocket that holds 8 ½ x 11 inch paper. In addition to having the signs in multiple colors, they also have one that is a large red arrow with the vinyl pocket. The signs are inexpensive and we used our first set almost 10 years. Although we have lost some to shipping, the wind, and even once to a lawn mower, these signs still fill many of our signage needs. We now have a large portfolio case that we use to ship the sign holders to our events and that has increased their survival rate.

The key to making these sign holders look like they belong to the event is the consistency of the message on the insert. The logo and name of the conference needs to be large enough to be recognizable from a distance. Once attendees key into the signs being a part of their event, they know to look for them and the information they convey, either in terms of what is happening in a meeting room, or directions to difficult to find rooms. The vinyl pocket allows room for multiple pieces of paper so, for each session, the old sign can come out and the next page is ready with the new information.

These portable sign holders can be used either landscape or portrait. Sometimes we have arrived on site with our signage produced portrait style to find that the only way an arrow will work is landscape. We have learned to bring some of each style and/or produce new ones on site. We always have the template for our signs with us in case we need to make changes to the information, such a new speaker or a cancellation.

Another cost savings tool we use focuses on the large foam core signs. We set them up to allow for the customization of information by having generic general signage with space to place a smaller sign, attached with Velcro, that makes the sign specific to an event. Our inserts are usually 2-3 inches in height and the width of the sign, though they can be done at any size you need for your functions. The same sign or series of signs can be used to welcome attendees, direct them to a reception or a luncheon, and they can often be moved to off-site events and customized accordingly. We even have had red arrows made for our signs to convert them to directional signs. For local events, the large signs can be reused each year, providing the basic information and design is generic enough.

We find that using these combinations of signs has represented a significant cost savings for our client. The slip-in signs and the inserts for the foam core signs are inexpensive, representing a significant cost savings over custom signs for our clients’ events.

~ Linda Begbie • Executive Director and Meeting Planner, RDL enterprises

So how much water should I drink while at a conference?

Last week, I talked about the importance of staying hydrated while at a conference – whether as an attendee or an organizer – and gave suggestions for how to do so. However, I did not mention how much you should drink, which begs the question of what the right amount of fluid intake is for a person attending a conference. The answer is – all together now – it depends.

Your body needs what it needs. This seemingly unhelpful piece of wisdom is actually quite appropriate when it comes to water consumption. Many people still believe that you need to consume eight to ten 8-ounce glasses of water each day to stay properly hydrated. However, the science behind that statement is completely lacking and, according to snopes.com, even nutritionists and physicians who specialize in water and hydration do not know where that “rule” came from.

If you lose 80 ounces of water throughout the day, then, yes, you need to take in roughly the equivalent of about ten 8-ounce glasses of water each day because you need to replace what you have lost. But even that figure is somewhat misleading. After all, (1) it doesn’t need to be water, though that is usually the best option; and (2) you actually can get much of your daily fluid intake from food as well.

How much water do you get from food? According to this article by the Mayo Clinic, your food typically accounts for about 20% of your daily fluid intake. If you eat a lot of fruits and vegetables, then you are getting a higher percentage of water from your food than usual. The more water you get from your food, the less you need to actually drink.

What liquids, other than water, can you drink? Just about anything in a typical diet. Coffee, tea, juice, soda, milk – even beer and wine – can all count towards your daily intake of water since they are comprised primarily of water. Now, that is not to say that these are optimal replacements for water, nor should they make up a large portion of your total intake, but they do count towards the total – which is something usually ignored or overlooked by those pushing the “eight 8-ounce glasses of water” rule. Water is still generally the best choice, though: it is “calorie-free, inexpensive, and readily available” (Mayo Clinic; italics are mine).

Don’t forget, too, that other factors come into play as well. How physically active are you on a given day, what is the weather like, how humid is it, what physical conditions do you have, etc. are all key factors. These and other factors feed into the question of how much water you should drink daily. And the answer may be vastly different each day… Pay attention to what your body is telling you and, most of the time, you will be on track to drink enough water

~ Karl Baur, CMP • Project Director, RDL enterprises

Event Cost Savings: Signage

Creating signage for events is an easy task that every planner can do with ease. When planning an event, it is important to have the correct information available and an easy-to-read format for attendees. However, the display and choice of materials is widely varied. Often the client budget is a big factor in how elaborate signage is at any given event.

RDL takes pride in working with our clients in all facets of planning the logistics of their meetings, conferences, or events. Client budgets are always very important and looking for cost savings measures for our clients are options that we like to share. Signage can be a huge expense and the message is the same; directions & information for attendees. Signs can be as large as billboards, they can be multiple colors, illuminated, 3-dimensional, magnetic, and in every size and shape imaginable. Banners and large foam-core signs are beautiful and depending on the number of signs needed to assist attendees in getting from place to place and knowing what is happening in each venue can be huge.

Here’s some information for many different and unique options for event signage.

Signage can also be very moderated and still be quite effective, depending on the venue, the client and the number of attendees. RDL planners often reduce the cost of big expensive signs by using slip in sign holders.

The slip in sign holders have borders in many colors that can compliment our client’s theme or colors. These sign holders have a plastic center for a 8/5x11 pre-printed sign. This style sign is easy, efficient and inexpensive for our clients. These slip in signs also have large red arrows to assist attendees with directions to venue meeting rooms and other events. Signage provides directional assistance to elevators, up and down stairs, around corners, and down long hallways.

Just a little bit of information that I thought would be interesting to share. Great to know of something that other planners may not be aware of & to know that this form of signage is cost inexpensive and efficient.

~ Cyndy Hutchinson • Executive Director, RDL enterprises

Drink Up! The Importance of Staying Hydrated while at a Conference

Most people are aware of the basic facts about water consumption – the human body is approximately 75% water, you lose water throughout the day through normal activities and you need to take in a certain amount each day to replace what is lost, etc., etc. [Dehydration occurs when you take in less water than you lose, creating an imbalance.] However, many people are not aware of just how much even a little dehydration can reduce your effectiveness.

We all know that being thirsty is a sign of dehydration but did you know that even mild to moderate levels of dehydration can result in headaches, sleepiness, physical weakness, or dizziness? Higher levels of dehydration can become dangerous: irritability and confusion, low blood pressure, fever, and even loss of consciousness (Sources: Mayo Clinic and Medicine Net). Since we need to remain healthy and productive while managing an event, hydration is a key component that we cannot ignore.

Of course, you’d never let yourself become so dehydrated that you lose consciousness, right? You’d recognize it right away and drink more water, right? Maybe – but are you even aware of the symptoms and that dehydration is the reason you feel “off”? It is surprisingly easy to reach high levels of dehydration without realizing it – especially at a conference, and especially if you are the one “in charge” of the event. Why is that? I chalk it up to self-perception.

When I am onsite and the Lead for a conference, I become focused on all of the myriad details that need to me monitored to ensure a smooth-flowing event. The more details that need monitoring, the more focused I become on the needs of the event – sometimes to the point of forgetting my own needs (like eating and drinking). My focus (something needed, by the way) can get in the way of my ability to self-perceive my own condition. And this is not just something that I face. I have heard from other planners who have had similar experiences – and seen it occur in others as well.

Even attendees can suffer from dehydration. Have you ever been so busy that you “forgot” to eat lunch? (Be honest!) Conferences can be very busy affairs for the attendees as well as for the organizers. Packed event schedules can make even the most dedicated hydrator forget to drink up sometimes.

So, given that even low levels of dehydration can have negative effects on you, your work, and your moods, what can you do to combat dehydration at a conference (or anywhere for that matter)? Here are just a few ideas…

1. Set an alarm on your watch or phone to remind you to drink (and eat!) something. It does not have to be a lot – just enough to make sure that you are staying hydrated (or fed).

2. If you are onsite with other staff who work with you, remind each other periodically to get something to drink and/or something to eat. You may not realize you need it until someone says something to you. This is a technique my office uses with great success while onsite at meetings.

3. Keep a water station at your registration desk, in your onsite office, or wherever you will regularly see it. Having water in sight serves as a subtle reminder to regularly drink up.

4. If you are able, carry a water bottle with you as you make your rounds of the event, checking details, checking in with vendors, etc. Like having a water station in view, having a bottle of water with you can be a good reminder to stay hydrated. I know many planners who use this technique.

Don’t limit yourself to just these suggestions; find other ways to remind yourself to drink regularly throughout the day. Find what works for you – there is no one “right” way…

One final word of advice: don’t rely on just one method to remind you to stay hydrated. A single technique might fail. You could lose your water bottle (setting it down, then forgetting where you put it – or even that you had it) or miss/ignore your alarm. People can forget to remind you. But, if you have multiple reminders in place, the chances are much better that you will remember to drink plenty of water – and avoid any of the nasty effects of dehydration.

~ Karl Baur, CMP • Project Director, RDL enterprises

Building a Reception

Many factors – almost too many to mention – go into creating a successful reception for your event’s participants but there are some key ones to keep in mind. Let’s take a quick look at some of the main factors you need to address in order to set the stage for a successful reception.

Define your goals for the event
Consider this to be your “big picture” starting point – what do you want to accomplish with the reception? Your goals for the event will help create the framework around which everything else will be built. And, they will help you answer questions that will come up along the way. The timing of the event, menu choices, themes, and entertainment options, as well as many other details should all work together in support of the goals for your reception. Even a goal of “we just want to have fun” will help define the event and guide you through the planning process.

Estimate the number of guests
You need know how many people are expected to attend – for planning purposes if nothing else. Is every attendee invited, or only a select few? While this does not replace RSVPs for creating your BEO guarantees, it will give you an idea of the size of event you wish to hold. That information will be of great importance to you during the site selection phase of planning.

When and where will your reception be held – and for how long?
Yes, we all know that receptions are typically held in the evening, but will it take place before or after dinner? Or will it replace dinner? As I discussed in this post, the timing and duration of a reception will affect how much people will eat. Before dinner, people will eat more (if dinner is provided). If you intend for the reception to replace dinner, you had better be prepared with more substantial food options and plenty of it! As for the where, it is generally preferable to host a reception near to where dinner will be served so guests can easily flow from one right into the other. If dinner is not served, you have more options available to you. One more note here: a reception held immediately following a general session will draw more people than one held later in the evening with a break in between sessions and the reception. A late-night reception will typically draw even fewer as many may decide that sleep is more attractive than your event. Of course, there are exceptions to every rule and you need to keep the habits of your attendees in mind when planning when and where your event will be held.

Will there be entertainment or a program during the reception?
The presence or absence of an agenda for a reception can make a huge difference in where you hold the event and what kind of equipment you will need for it. A speaker of any kind, even if only for announcements, will need a microphone at minimum. A band or other performing group will have their own AV needs as well that you will need to take into account. Furthermore, including a program of events with a speaker requires people to stop mingling in order to hear the presentation. Similarly, an entertainer will also draw people away from other activities that may be happening at the reception. Not that these are bad things, mind you – they are just items of note to keep in mind as you are selecting the venue and planning the reception.

Choosing the menu!
Once you have the basics out of the way (who, what, where, when, and why), you can sit down to start planning your menus. This is the part that most people like the most and who can blame them? Food is very personal to people and the right choice of menu items can make a statement that is as important as any other aspect of your event. I won’t even attempt to tell you what you should serve, though, as those selections should be tailored as much as possible to the likes and wants of your group and, as I have said many times before, knowing your group is the key to a great event. One group may prefer sushi, while another wants mini corn dogs and sliders. The only right choice is the one your guests will enjoy.

Modifying reception service
OK – this one isn’t really a factor you need to nail down before building your reception. In fact, it is usually done late in the process as you try to get more bang out of your buck. However, knowing what service options exist before you start can be helpful to know as you make other decisions along the way. So, here are a few more posts with additional information for you (if you’re interested): Limiting Menu Options, Open Bars, Ordering Items on Consumption, and Food Distribution and Service Options.

There is one more “factor” that needs mentioning here: the guests. Unfortunately, you can’t really control whether or not they have a good time. Nor can you control whether or not they attend or if they go along with the program as you envisioned it. However, their participation is crucial to making your reception a success. So doing your best to present them with an event that they want to attend and will rave about for years afterwards will go a long way to making your receptions a success for you and for them.

As you can see, there is much that goes into building a successful reception – and this is just the tip of the iceberg! There are two final keys I’d like to leave you with: 1) think ahead – answer as many questions about your event as you can before you begin the actual “building of your reception – and 2) work closely with your partners, be they the hotel, outside caterers, AV companies, or your speakers and entertainers, to make sure that everyone’s issues are addressed as early as possible in the process. Using these keys should help you get off to a great start in producing a successful reception and will make dealing with any changes down the road easier to manage.

Good Luck!

~ Karl Baur, CMP • Project Director, RDL enterprises

Placing Images as In-Line Text

Last year, I wrote an article about placing images directly on a page using the InDesign program. Now, I would like to explain placing images as in-line text. This is especially helpful if you have many images within a document and want your images to stay in place with certain text. That way you don’t have to keep moving images around if you are adding or taking information out of your document.

Placing an Image as In-Line text:
To place an image as in line text, you first need to make sure that you know where on your computer the original file is stored. Make sure to give the file a name that allows you to easily distinguish what it is.

Next, make sure that you have selected your type tool from the tool palette.

Place & click your cursor on the page where you want the image to be placed.

Now select File > Place (Keyboard Shortcut: Command +D)

A dialogue box will pop up and you will then need to locate the file on your computer.

After selecting the file you wish to place, click Place in the dialogue box.

The image will then appear. You can use your selection (arrow) tool to move the image up or down within the text. If you highlight the image using your type tool, you can change the alignment in the control palette like you would with type. In some cases the image will be the wrong size, you will then need to resize the image.

To Resize an Image
First, select the image with your selection (arrow) tool.

Next, hold down the shift key and click any corner or the image to either increase or decrease the image size. (Holding the shift key while resizing is important because it constrains the image.)

Be sure to release the mouse before releasing shift.

Now depending on whether you made your image smaller or larger, you will either see some extra white space in your image box or it will look like your image is cut off. This is an easy fix.

Make sure you have your image selected with your selection tool and then select Object > Fitting > Fit Content Proportionally (KS: Shift + Option + Command +E).


Using Text Wrap
In some cases your image my be very close to or overlap text on another line. To fix this, you will need to select the image using your selection (arrow) tool .

Next, you will need to open the text wrap palette, select Window > Text Wrap. The Text Wrap palette will pop up on your screen. with your image still selected, click the second icon in the Text Wrap box.

When you scroll over this it should say “Wrap around bounding box” (This is the option that you will typically select). You can change the offset for each side of the image in the Text Wrap Bounding box as well, by typing the measurements in or using the up and down arrows .

~ Carmen Zorick • Graphic Designer, RDL enterprises

When should I get a second screen for my presentation?

When I work with clients to determine the audio-visual (AV) requirements for their events, they often consider one screen to display a presentation sufficient. In many cases, they are right. However, there are times when a single screen just isn’t enough. So how do I know when to use a second screen (or more)? There are essentially three factors I consider when deciding to use more than one screen.

     1. Audience Size
     2. Angle of Viewing
     3. Size and Shape of the Meeting Room

Audience Size: Simply put, a large audience is more likely to need multiple screens than a small one. Note: I do not give a specific number. There is no fixed number at which you must have a second screen. A large audience does not, by itself, necessarily demand more than one screen but having higher numbers does raise a red flag for me, warning me that I may need to add screens. You need to take the other factors into consideration.

Angle of Viewing: Given the way light reflects off of screens, it is very difficult to see projected material if you are at too low of an angle relative to the screen. Straight in front of the screen, 90 degrees (or perpendicular) to it, is usually the best spot. Ease of viewing is gradually impacted as you shift away from that prime spot until you hit about a 45-degree angle. Once you pass that and sit at a sharper angle, it becomes very difficult to read whatever is on the screen. Don’t believe me? Try it with your computer monitor and see how far you can get away from 90 degrees before you can’t read your screen. The same principle is at work.

Size and Shape of Meeting Room: This actually impacts more than you might think and, while most meeting rooms are fairly rectangular in shape, there is great variation out there. A single property can have long and narrow rooms as well as square ones and the shape of the one you are using can have a huge impact on your seating and screen needs. Here are just a few of the ways a room’s size and shape can affect seating and the need for more than one screen.

1. A room that is wide but not very deep might require a second screen in order to accommodate proper viewing angles.
2. A room that is long and narrow may need a second screen due to distance from the screen (as per the 2x8 Rule).
3. Ceiling height affects the maximum size screen that can be used, which determines the maximum effective viewing distance.
4. If there are pillars or other obstructions, you may need to provide additional screens to ensure that everyone has a good view of the presenter’s material.

All of these factors are really about sightlines and making the viewing experience better for the attendees. When I do a site visit, I always take the time to walk the room, testing sound (to determine if I will need microphones or not) and checking sightlines. I am also looking for things that will affect how I can use the room – where “front” can be, where aisles can/must be placed, etc. Permanent fixtures such as doors, windows, fire escapes, and other areas that you cannot block with staging, seating, or screens can also affect set up and you need to take those into account when determining the need for a second screen.

If you do decide to get a second screen for your event, don’t forget to also request a signal splitter. This device routes the signal from a laptop (for example) to multiple destinations – in this case, multiple screens.

I often say that, even after everything else is forgotten, attendees usually remember two things about every event: the food and the AV (especially if bad). If they cannot see the presentation clearly, they will likely remember that fact longer than the content of the session. So take the time to consider multiple screens for your event and provide your attendees with a good AV experience to remember…

~ Karl Baur, CMP • Project Director, RDL enterprises

Why would you serve dessert at an afternoon break?

It is such a simple idea, serving the dessert from lunch at an afternoon break, yet it is a strategy that is often overlooked by novice planners. Indeed, most planners I work with when they are new to the field tend to treat each meal function as a separate event, unconnected to any other on the schedule. Although this is true to some extent, when it comes to lunch and the afternoon break, you have a golden opportunity to save some money while providing timely snacks for your group.

A typical draft agenda schedules lunch from 12:30 – 1:30, with a break (that usually includes more food!) set to occur somewhere around 2:30 or 3pm. Now, I love to eat, especially when someone else is paying for it, but this ends up being a lot of food in a fairly short amount of time. Your attendees will have just had a (hopefully) filling lunch, including dessert, and you are now offering them more food – which is likely to be just as sugary and as high in calories as dessert…

Some people believe that, in a situation like this, people will self-regulate and eat less at the break than they would if the break were served later. From my observations over 17 years, though, that does not seem to generally be the case. People still pile up their plates with cookies (or whatever else is served). They then snack on the pile for a while and end up leaving most of the plate sitting on a table somewhere – uneaten! Not only have we failed to have people take less food but we have also generated a lot of wasted food – and spent a fair amount of money to do so.

The two primary solutions I offer to clients are (1) to change the time of the afternoon break and/or (2) to serve the dessert from lunch at the afternoon break. If they also need to rein in their budget, then I really will push for option #2. In fact, I will often recommend serving dessert at the PM break even if the break already is, or can be, scheduled for a later time.

Pushing the break back a bit in the schedule lets folks have a bit more time to digest lunch (and possibly dessert) before they are presented with more food. However, serving dessert at the afternoon break, in conjunction with a time shift or not, does more than just spread out the calorie intake.

People do eat a bit less at lunch (simply because you are providing less) and their stomachs will not be as full if you omit dessert from lunch. With less calories consumed at lunch, you attendees will more likely be ready for dessert when you serve it later in the afternoon. And, since dessert is typically included in the price of the lunch you provided, you are not spending more to have it brought out at the break. [So long as this option is arranged ahead of time, most hotels are quite willing to work with you on it and do not charge extra for serving dessert separately.] So… not only have we saved some money by not serving a whole new set of snacks but we will also, hopefully, find ourselves with less food left over both after lunch and after the break.

While this solution does not work for all groups in all situations, it is one more option to be aware of that you can use to trim your food costs while still providing your event’s participants with an enjoyable conference food experience – and I frequently recommend it to my clients.

~ Karl Baur, CMP • Project 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

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

How can I get free meeting space for my event?

I love this question! It is a very common one, especially from first-time clients that I’ve worked with. I think that is partially because it is an obvious cost that impacts an event’s bottom line and it is one that many properties are often willing to waive. However, since hotels (and other meeting venues) are in business to make money, the real question to my mind is – under what circumstances would they give me free meeting space? If I can answer that question, then I just might get free space for my client’s event…

To figure this out, I start with something called the Rooms-to-Space Ratio (sometimes called Space-to-Rooms Ratio). Simply put, this is a comparison of the percentage of guest rooms in the hotel that a group will use, compared to the percentage of meeting space that the group needs. For example, if you are using 50 rooms in a hotel that has 500 total guest rooms, then you are using 10% of the guest rooms. Similarly, if you are using a ballroom that is 5,000 square feet in size and the hotel has 20,000 square feet of meeting space, then you are using 25% of the available space.

A good rule of thumb is that if your guest room percentage is equal to or higher than your meeting space percentage, the hotel will be willing to give you the space for free (or sharply discounted). The greater the difference is in favor of guest rooms, the more willing the hotel will be to give you the space for free. Now, there are some key modifiers to the ratio (such as the contracted rate for the guest rooms, when you want to use the space, and which specific rooms you want to use) but examining the basic percentages is a good place to start.

What happens if the group has a poor Rooms-to-Space Ratio (lots of space and few guest rooms)? Now you have to pull out the big guns – and your group history. Show the hotel that the value of your business is high enough and they’ll negotiate with you on the space rental fees. Your group history can give you the documentation you need to make your argument stick. Remember what I said about them being in business to make money? I know of groups who use a lot of meeting space and fill relatively few guest rooms – but they get good discounts on room rental because their planner could show (from their group history) that attendees who did stay in the hotel would spend a lot of money in, for example, the bar and the restaurant. Hotels are willing to take a loss in one area (space rental) to gain a larger profit in another (outlets). Incidentally, this is also why many properties do not charge a room rental if you are doing a lunch or a dinner in the room. The money they make by catering the event more than offsets the money they “lose” by not charging a rental fee.

OK, so what if the group has a poor Rooms-to-Space Ratio and a small economic impact for the hotel (or no group history)? Here is where you might have to get creative – and flexible with your dates. Can you meet during slow periods at the hotel? This could be a certain day (or days) of the week or certain times of the year. When demand for space is low or nonexistent, a hotel is much more willing to let you have the space for free simply to get some business into the property, even if it is not as profitable as they might like. After all, if the hotel has no events, then those profit centers produce no income at all. Another option to consider is to look for gaps you can fill in the hotel’s schedule. Perhaps they have a group that is using a lot of guest rooms but little meeting space. If that is the case, your large meeting space needs and small guest room requirements might fit perfectly – and they’d be willing to comp the space as an incentive for you to book with them.

I have frequently heard in industry trainings that “everything is negotiable”. That is true – to a point. There are limits but you can always ask... However, if I know what the other side is able and likely to do, then that does give me a slight edge in negotiating. At the very least, it allows me to understand the constraints that my opposite numbers in sales have to work within, as well as allowing me to demonstrate knowledge that reveals me to be a good partner for them to work with (at least, I hope that’s how they see it). I have also found that knowing what is possible and being realistic about the things I ask for when negotiating with hotels has led to more successful contracts (i.e. getting more of what I want) than starting out asking for the sun and the moon.

~ 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

A Closer Look at Space Requirements for Event RFPs

Time to examine in more detail another area that is a must to include on your event RFPs – Space Requirements.

When I discussed the major areas that needed to be covered by your RFP, I said that you needed to provide an outline of the space requirements for the group and gave a couple of details that go into that outline. Let’s look at those items a bit more closely and see what we can add to them. And, remember, you will need to provide this information to the venue for each function room for each day of your event.

1. How many rooms will you need and how will they be used? This is usually pretty easy to figure out but can throw a couple of curves at you. If you have a general session and four concurrent breakout sessions for your one-day event, you might be tempted to simply put that you need five rooms. However, the venue may want to know if the general session room can be used for one (or more) of the breakouts. The answer to that will change your space requirements. Does your program have the flexibility and time to do a “change-over” from one set to another like that? Will you be providing lunch or dinner or holding a reception – or all of the above? Will those food functions need to be served in their own spaces or can they use rooms already held for the meeting portion of your agenda? All of these questions affect the answer to “how many rooms do you need?” After all, if you don’t know how the space you’re requesting is going to be used, how can the venue properly prepare for you?

2. What types of room sets will each room need and for how many people? This is a critical component of your RFP. Since each type of room set takes up a different amount of space, providing this information allows the venue to figure out how much space they need to commit for your general session, each breakout, or any other function you might hold as part of your overall event. For more about room sets, check out these posts: types of room sets, what is the best room set, and how to calculate room capacities.

3. When will you use the space you are requesting? Do not just assume that the venue knows that you need the space from 8am to 5pm – tell them. Likewise, if you know that your general session is in the morning only and your breakouts are only in the afternoon, let the hotel know so they can block out space accurately for you. If you need a 24-hour hold on a room, you had better say so. Otherwise, you may find that the venue has sold the space you are using during the day to another group to use for their dinner. In many cases, this is not an issue but I will always ask for my “office” room to be held on a 24-hour basis. Another example: if I have an extensive audio-visual setup, I do not assume that the venue will automatically reserve the space for me overnight. I will ask for a 24-hour hold – and explain why I am requesting it.

I also stressed in my previous post the importance of making realistic estimates of your event’s attendance and space needs. This is where your group history is invaluable to you. Even if you do not share all of the historical details you have for the group, that history will guide your requests. You will know what they have used in the past, what trends exist (if any), and when a particular space request is outside the bounds of what the group historically has done.

~ Karl Baur, CMP • Project Director, 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

What is a Group History?

This is another topic that most meeting planners should be familiar with – the Group History.  Though the phrase is pretty self-explanatory, a new planner may not be sure what they should include or how long to keep the data.  Here is a brief overview…

Simply put, a Group History tracks all of the information about your event.  It can be used for several purposes but I believe its real power comes into play when locating and negotiating for space and rates for future placement of that event.

At a minimum, your Group History should include:

·      Dates event was previously held

·      Locations of previous events (city and venue)

·      Actual number of guest rooms used (and type of rooms used) for your event

·      Actual number of attendees/participants

·      Actual amounts spent on Food & Beverage functions

·      Total budget (amount spent) for each previous event

·      If you have Exhibits, how many exhibitors did you have each time

When compiling a Group History for an event, I don’t stop there, though.  Here are some other good pieces of information to include:

·      Function space used (number of rooms, room sets, etc.)

·      Audio-visual equipment used

·      Reservation patterns (does the group make reservations early or just before the deadline)

·      Registration patterns (again, do the attendees register early or at the last minute)

·      How much the attendees spent at the venue’s outlets (coffee bar, restaurant, gift shop, etc.)

Bear in mind that the above lists are not comprehensive but are meant to give you an idea of what you should include in creating your own Group History.  You will need to create your own list based on your event. The goal here, though, is to get as much hard data as you can about your group.  The more you know, the better placed you are come negotiation time.  Why is that?

Let’s say I have a group of 500 people for a meeting, need 400 guest rooms, 10,000 square feet of meeting space, and plan to do four meals over three days.  As a hotelier (or venue manager), you might be pretty skeptical about my numbers if I have no data to back them up.  As a result, you are more likely to build in a “safety net” in the contract to protect your property in case my group does not deliver on its promises – higher F&B minimums, perhaps, or an earlier cut-off date for room reservations, maybe.  However, if I can show you ten years of Group History for the group, I may be able to get reduced minimums or a later cut-off date.  Having a solid Group History does not guarantee that you get favorable contract offers compared to not having one – but it does show the other party that, yes, you do know what you’re talking about when it comes to the group’s needs and what they can realistically promise to deliver.

Having a Group History also allows me to be more specific in my negotiations because I know exactly what the group needs.  And, because I know exactly what my group needs (and have the History to prove it), the venue can give me a proposal that addresses those needs more directly.  They can offer incentives that my group would actually use instead of a generic incentive package that contains items irrelevant to the group.

So how much History should you have on your group?  When sending out an RFP, you should include three to five years of history (dates, locations, and venues), but I like to hold onto a Group History for as long as the group exists.  If the group has held meetings for the past 14 years, then I want to have data for all 14 years.  That much history allows me to be confident about their needs, as well as a tool for analyzing trends in the group’s requirements as needs and wants change over time.

If you don’t have that many years of data, don’t worry too much about it.  Go back and pull it out of old files if you can.  If you can’t, then start a new file where you can track all of that information in one place.  Build a Group History for your group and you will find that you have just added one more great tool to your kit.  Remember: Knowledge is Power!

~ 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

Working with Images in InDesign

As the primary graphic designer for RDL, I get the opportunity to work on many different design projects from creating signs, brochures, and name tags to creating conference registration packets and programs. As the office “expert” in Adobe InDesign, I am frequently called upon to help with InDesign-related questions and assistance. I would have to say that one of the most common issues is placing and re-sizing images. So, here are the basics of how one would place and resize an image in the InDesign program.

Placing an image directly on the page
To place an image directly on the page, you first need to make sure that you know where on your computer the original file is stored. Make sure to give the file a name that allows you to easily distinguish what it is.

Next, make sure that you have selected your selection tool from the tool palette.

Now select File > Place (Keyboard Shortcut: Command +D)

A dialogue box will pop up and you will then need to locate the file on your computer.

After selecting the file you wish to place, click Place in the dialogue box.

You will now see a small version of your image on your cursor. You can move the image to where you want to set it on the page, click once with your mouse and the image will appear on your page.

Resizing an image
In many cases, images need to be resized after they are placed on the page.
First, select the image with your selection tool.

Next, hold down the shift key and click any corner or the image to either increase or decrease the image size. (Holding the shift key while resizing is important because it constrains the image.)

Be sure to release the mouse before releasing shift.

Now depending on whether you made your image smaller or larger, you will either see some extra white space in your image box or it will look like your image is cut off. This is an easy fix.

Make sure you have your image selected with your selection tool and then select Object > Fitting > Fit Content Proportionally (KS: Shift + Option + Command +E)--

~ Carmen Zorick • Graphic Designer, 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

Post Traumatic Conference Disorder (PTCD)

What is Post Traumatic Conference Disorder (PTCD)? It is a new name for the emotional withdrawals and attachment experienced after planning an event that took many long months to coordinate. In this case, I’m offering a light approach to my last experience planning a conference, with hopes others will relate.

As a meeting and conference planner I coordinate many diverse events. Some take a few weeks to coordinate, some a few months, no big deal. It’s the conferences that take almost a year to plan that give me PTCD. Wikipedia describes PTSD nicely, “symptoms that last more than one month and cause significant impairment in social, occupational, or other important areas of functioning.” For PTCD, I would add to this definition: exhaustion, over stimulation, and increased levels of carbohydrate, caffeine, and alcohol consumption. Such events often include and were experienced or witnessed onsite during the four-day manifesto.

When all is said and done, the attachment disorder comes from all of the wonderful people I worked with. The attendees I finally met face to face. The travel and amenities, and feeling taken care of by the hotel staff and vendors. It was great to be the omniscient conference director. This reminds me of other events I have coordinated. On some level, there is always something I would have done differently. In this case, it would have been the self-preparation beforehand.

How PTCD is treated? Post treatments usually include rest, recuperation, and relaxation! Next time I will better prepare myself for such an event. Prevention of PTCD will include yoga, meditation, increased quite time, and relying on support from family and friends. In the end, we have to remember we can’t do it alone, nor would we want to – good grief!

~ Tess Conrad • Meeting and Conference Planner, RDL enterprises