Planning a Meeting: Establishing Goals and Objectives Using SMARTER Planning Speaker Name Date A Program for SGMP’s [ ] Chapter

Timelines for Planning Goals and Objectives -- SMARTER Planning S pecific M easurable A ttainable R ealistic T ime-Bound E valuate R e-Evaluate Overview

Start 18 months out Create Project Plan Two month intervals 2 weeks out 1 week Pre Conference Meeting Day Post Conference Timelines

Goals and Objectives Who will be in attendance? What do you want to achieve? Why are you meeting? Where would be the best place to meet or where would your attendees most likely travel to? When do you expect to meet?

SMARTER Planning S pecific How does this meeting fit in? Why are we meeting? What is the purpose of the meeting? Who should attend?

SMARTER Planning M easurable What is our budget? Break-even numbers = Total fixed costs/registration fee - variable cost for food and beverage per attendee Registration fee = Total fixed costs + variable costs for food and average per attendee/# of attendees

SMARTER Planning A ttainable Set the meeting in an environment that is consistent with the organizational goals Assignment of duties Who else will help?

SMARTER Planning R ealistic Create Agenda Document logistics Make the meeting relevant Resonate with attendees Recordable or document the program

SMARTER Planning T ime-Bound Keep the project on time Request for Proposal SGMP’s RFP Connection Site Selection Marketing Document logistics Including food and beverage changes

SMARTER Planning E valuate Poll potential attendees Create an evaluation/survey after the program Online surveys – Zoomerang – Survey Monkey ZoomerangSurvey Monkey

SMARTER Planning R e-Evaluate Reassess Revisit Review

What was the most important thing you learned today? What questions do you have? What will you do with this material? Conclusions

Thank you for your participation! You have earned one educational contact hour for this session. Original content provided by Debbie Kopkau, MBA, CMP, GMS for the Gilmer Institute of Learning