1. The International EMBOK Model
This slide to be customized for the specific user and presentation.
Please Note:
This PowerPoint presentation is copyrighted material and may not be published without prior written permission of the International EMBOK Executive.
International EMBOK Executive
© 2006, International EMBOK Executive, All Rights Reserved

2. The International EMBOK Executive
Glenn AJ Bowdin, MPhil, ILTM (UK)
Joe Goldblatt, EdD, CSEP (US)
Matthew D. Gonzalez, MCSE, PMP (US)
Janet Landey, CSEP (SA)
Kathy Nelson, PhD, CSEP, CMP (US)
William J. O'Toole (AUS)
Julia Rutherford Silvers, CSEP (US)
The International EMBOK Executive members include (in alphabetical order):
Glenn AJ Bowdin, MPhil, ILTM, from Leeds Metropolitan University (United Kingdom)
Joe Goldblatt, Ed.D., CSEP, from Temple University (United States)
Matthew D. Gonzalez, MCSE, PMP, from GSolutions, Inc. (United States)
Janet Landey, CSEP, from Party Design CC and the Institute of Event Management (South Africa)
Kathy Nelson, Ph.D., CSEP, CMP, from the University of Nevada Las Vegas (United States)
William J. O'Toole, from Event Project Management System and the University of Sydney (Australia)
Julia Rutherford Silvers, CSEP, from Speaking of Events and the University of Nevada Las Vegas (United States)
© 2006, International EMBOK Executive, All Rights Reserved

3. EMBOK Development…
1999 — O’Toole initiates EMBOK concept on Masters thesis website
2000 — Silvers contacts O’Toole with interest in developing the EMBOK
2003 — Silvers launches The EMBOK Project on website including proposed structure and Taxonomy
2004 — Landey hosts 1st EMBOK Imbizo
William J. O’Toole of Sydney Australia initiated the EMBOK concept in 1999 in his Masters thesis work at the University of Sydney comparing project management methodology with the management of events and festivals. His work was included on a website he created to collect data and promote discussion of this topic.
In 2000, Julia Rutherford Silvers began correspondence with O’Toole regarding his work, expressing interest in assisting with the development of an EMBOK. Silvers had been researching the scope of core competencies for event management, which culminated in the launch of The Event Management Body of Knowledge (EMBOK) Project on her website in 2003.
Janet Landey, who had worked closely with O’Toole, Silvers, Joe Goldblatt, Glenn Bowdin, Kathy Nelson, and Matthew Gonzalez on numerous projects in conjunction with the International Special Events Society (ISES) and the work of the Institute of Event Management, hosted the first EMBOK Imbizo in July 2004.
(Imbizo is the Zulu word for gathering)
© 2006, International EMBOK Executive, All Rights Reserved

4. International EMBOK Imbizo
These event management practitioner experts and educators representing industry associations and academic institutions throughout the world convened to pursue an agenda to map, define, and align current event management standards consistent with the needs of a global event management environment.
At a two-day retreat at a private game reserve near Kruger National Park in July 2004, they formed the International EMBOK Executive and expanded the previous work done by each to develop the conceptual framework for a common international event management body of knowledge.
2004 Imbizo participants, from left to right, in the back row Glenn Bowdin, Matthew Gonzalez, and Jane Spowart (guest); in the middle row Janet Landey and Kathy Nelson; and in front Julia Rutherford Silvers, Joe Goldblatt, and Bill O'Toole.
© 2006, International EMBOK Executive, All Rights Reserved

5. to THIS! Went from this... CORE VALUES DOMAINS PROCESSES PHASES
The EMBOK framework went from the two-dimensional framework first suggested in Silvers’ work on her web site to a three-dimensional framework encompassing an additional Knowledge Domain Plus Phases, Processes and Core Values.
© 2006, International EMBOK Executive, All Rights Reserved

6. To create a framework of the knowledge and processes
The EMBOK Purpose…
To create a framework of the knowledge and processes
used in event management that may be customized to meet the needs of various cultures, governments, education programs, and organizations.
As evidenced by the growth of the event management industry and the number of event management educational programs in place and in development around the world, there is an ever-increasing global movement of event management educators and practitioners seeking the proper guidance regarding the requirements necessary to practice this complex and responsibility-laden profession.
The intention of the International EMBOK is to create a framework of the knowledge and processes that are used in the management of events that may be customized to meet the needs of various cultures, governments, education programs, and organizations.
© 2006, International EMBOK Executive, All Rights Reserved

7. The EMBOK Is…
A descriptive summary of the scope and processes of event management
A framework for future development of the event management profession
A flexible tool for all industry stakeholders
What’s In It For YOU?
Associations may use the International EMBOK for producing and perfecting professional development programming and credentialing products that offer international recognition and career portability for their members.
Education organizations, including academic and vocational training institutions, may use the International EMBOK for developing and maintaining quality curriculum programs based on benchmarked current practice, as well as creating relevant research opportunities.
Current and future practitioners and suppliers may use the International EMBOK for clear direction towards continuous improvement of quality, efficiency and profitability.
Governments may use the International EMBOK when seeking to create worthwhile employment opportunities and considering policies and regulatory legislation to protect their citizenry and minimize their liability.
The event management industry may use the International EMBOK for image and stature enhancement by articulating the scope and complexity of the profession.
© 2006, International EMBOK Executive, All Rights Reserved

8. The EMBOK Is NOT…
A set of rules to be imposed on industry stakeholders
A replacement for current accreditations or credentials
A product that must be purchased to be used
The EMBOK is NOT…
A set of rules to be imposed on industry stakeholders
… it is meant to be a resource
A replacement for current accreditations or credentials
… it may be used to enhance or benchmark such programs
A product that must be purchased to be used
… it is a public domain open source framework
© 2006, International EMBOK Executive, All Rights Reserved

9. EMBOK Level One Structure
CORE VALUES
DOMAINS
This image illustrates the three-dimensional structure of the International EMBOK framework.
The conceptual International EMBOK Model is based on three dimensions that correspond to the data, phase and process dimensions of project management, plus the core values applicable to all aspects of event management.
As a conceptual model, the graphic representation must simplify aspects of event management. However, this is traded off against the ability of the viewer to grasp the complexity of management in a single image.
PROCESSES
PHASES
© 2006, International EMBOK Executive, All Rights Reserved

10. EMBOK Level One — Knowledge Domains
ADMINISTRATION
DESIGN
MARKETING
This slide illustrates the Knowledge Domains included in the International EMBOK framework.
These Knowledge Domains are the grouping of tasks and responsibilities of event management into subject areas for the purposes of study, analysis and application.
It is based on — and facilitates the assimilation of — data gathered through experience, expert opinion, and review of research and industry literature.
OPERATIONS
RISK
© 2006, International EMBOK Executive, All Rights Reserved

11. EMBOK Level Two — Classes
ADMINISTRATION
DESIGN
MARKETING
OPERATIONS
RISK
Financial
Catering
Marketing Plan
Attendees
Compliance
Human Resources
Content
Materials
Communications
Decisions
Information
Entertainment
Merchandise
Infrastructure
Emergency
Procurement
Environment
Promotion
Logistics
Health & Safety
Stakeholders
Production
Public Relations
Participants
Insurance
Systems
Program
Sales
Site
Legal
Time
Theme
Sponsorship
Technical
Security
This slide illustrates the second hierarchy of the International EMBOK framework which specifies each Class (functional units or categories) included within each Domain and encapsulates the range of activities involved in event management.
Each Class may be thought of a management area and could be represented with the word “Management” (or “Design” for the Design Domain) added to each term… and may be used to categorize these functional areas into modules or fields of study, departments or committees in an organizational structure, or for systematic analyses in a variety of contexts.
The Classes represented here are based on a content analysis of competencies contained in industry certification programs, vocational qualifications and a range of events-related textbooks originating from Australia, Canada, South Africa, the United Kingdom and the United States.
© 2006, International EMBOK Executive, All Rights Reserved

12. Administration Domain Classes
Financial
Human Resources
Information
Procurement
Stakeholders
The Administration Domain includes the administrative functions typical to any organization, including the management of:
Finances
Human Resources
Information
Procurement
Stakeholders
Systems
and Time
Please Note: The Classes are presented in alphabetical order and not meant to suggest any hierarchical emphasis or sequencing.
Special Note: This presentation was created with Microsoft Office PowerPoint 2003 and uses special animation features that may not be available in earlier versions. The slabs for each class are meant to fly in from the top down.
Systems
Time
© 2006, International EMBOK Executive, All Rights Reserved

13. Design Domain Classes Catering Content Entertainment Environment
Production
Program
The Design Domain includes the design functions typical to an event project, including the design and management of:
Catering
Content
Entertainment
Environment
Production
Program
and Theme
It should be noted that all events (various types, sizes and levels of complexity) may not require all the functions specified in the Classes.
Special Note: This presentation was created with Microsoft Office PowerPoint 2003 and uses special animation features that may not be available in earlier versions. The slabs for each class are meant to fly in from the top down.
Theme
© 2006, International EMBOK Executive, All Rights Reserved

14. Marketing Domain Classes
Marketing Plan
Materials
Merchandise
Promotion
Public Relations
Sales
The Marketing Domain includes the marketing functions typical to an event organization, including the management of:
The Marketing Plan
Marketing and other Materials
Merchandise
Promotional Activities
Public Relations
Sales
and Sponsorship
Special Note: This presentation was created with Microsoft Office PowerPoint 2003 and uses special animation features that may not be available in earlier versions. The slabs for each class are meant to fly in from the top down.
Sponsorship
© 2006, International EMBOK Executive, All Rights Reserved

15. Operations Domain Classes
Attendees
Communications
Infrastructure
Logistics
Participants
Site
The Operations Domain includes the operational functions typical for an event project, including the management of:
Attendees
On-Site Communications
Infrastructure
Logistics
Participants
the Site
and Technical aspects
Special Note: This presentation was created with Microsoft Office PowerPoint 2003 and uses special animation features that may not be available in earlier versions. The slabs for each class are meant to fly in from the top down.
Technical
© 2006, International EMBOK Executive, All Rights Reserved

16. Risk Domain Classes Compliance Decisions Emergency Health & Safety
Insurance
Legal
The Risk Domain includes the risk management functions typical to any organization, including the management of:
Compliance
Decision-Making
Emergency Plans & Services
Health & Safety
Insurance Coverage
Legal Obligations
and Security
It should be noted, all the Classes are, and must be, completely integrated with each other in an event project, which is one of the reasons Integration is specified as a Core Value of event management.
Special Note: This presentation was created with Microsoft Office PowerPoint 2003 and uses special animation features that may not be available in earlier versions. The slabs for each class are meant to fly in from the top down.
Security
© 2006, International EMBOK Executive, All Rights Reserved

17. EMBOK Level Two Structure
CREATIVITY
STRATEGIC THINKING
CONTINUOUS IMPROVEMENT
ETHICS
INTEGRATION
INITIATION
PLANNING
IMPLEMENTATION
EVENT
CLOSURE CI C E I S
CORE
VALUES
ADMINISTRATION
DESIGN
MARKETING
OPERATIONS
RISK
CLASSES P IM
PHASES
ASSESS
SELECT
MONITOR
COMMUNICATE
DOCUMENT
PROCESSES
DOMAINS
This slide illustrates the complexity of the three-dimensional International EMBOK framework with the Classes included.
This holistic three dimensional framework enables the process to be broken down into individual components, illustrates the logical relationships between these components over time, and should facilitate…
better understanding
an information infrastructure
and the possibility of improvement.
This framework draws knowledge domains together with the event planning process, which will enable the event management discipline to be mapped, defined and refined.
© 2006, International EMBOK Executive, All Rights Reserved

18. EMBOK Phases Event Go/No-Go Decisions Initiation Planning
Implementation
Closure
Research
Concept Definition & Validation
Requirements/ Specifications
Tactics Development
Coordination & Contracting
Verification & Control
Shutdown
Feedback & Review
Evaluation
Knowledge Transfer
This slide illustrates the sequential phases of an event project and the functions associated with each Phase.
The Phases emphasize the importance of time in any project model and the fact that each component in the Knowledge Domain has a time dimension.
The Phases proposed include Initiation, Planning, Implementation, the Event and Closure, and are derived from traditional project management terminology.
The implementation phase in a project management context would typically include the event and closure, but as there is no handover of a tangible asset, the event itself is seen as a separate phase requiring a different and dynamic management scheme.
Therefore, Implementation in this model refers to all implementation activities leading up to the Event.
© 2006, International EMBOK Executive, All Rights Reserved

19. EMBOK Processes COMMUNICATE ASSESS SELECT MONITOR DOCUMENT
The Processes, including Assessment, Selection, Monitoring, Communication and Documentation, are an integrated, sequential and iterative system associated with each element of each Class of each Domain at each Phase in the event management Process, with tools and techniques that may be used for each.
This model is based on the already-accepted process models for risk management, in particular, the Risk Management Standard for Australia & New Zealand, as this process system has been formally adopted as a government standard.
Note: Assessment includes first Identification, then Analysis
DOCUMENT
TOOLS & TECHNIQUES
© 2006, International EMBOK Executive, All Rights Reserved

20. EMBOK Core Values CREATIVITY STRATEGIC THINKING CONTINUOUS IMPROVEMENTCI C E I S
CREATIVITY
STRATEGIC
THINKING
CONTINUOUS
IMPROVEMENT
ETHICS
INTEGRATION
This slide illustrates the Core Values of event management.
The Core Values of Creativity, Strategic Thinking, Continuous Improvement, Ethics, and Integration are the values that must permeate all decisions throughout event management regarding every Element, Phase, and Process.
Special Note: This presentation was created with Microsoft Office PowerPoint 2003 and uses special animation features that may not be available in earlier versions. The lined framework is meant to fade out leaving just the column in the middle and the titles are meant to stretch out from the center.
© 2006, International EMBOK Executive, All Rights Reserved

21. EMBOK Level Three — Elements
ADMINISTRATION
Human Resources
Volunteers
This slide illustrates the third level of the International EMBOK framework, showing that each Class has numerous aspects (Elements) that will be subject to different objectives, procedures, constraints, etc. during different phases, for example:
Administration (Domain)
Human Resources (Class)
Volunteers (Element)
Note: The taxonomy of Elements will be developed over time as the International EMBOK is refined through the work of users, researchers and other contributors.
Special Note: This presentation was created with Microsoft Office PowerPoint 2003 and uses special animation features that may not be available in earlier versions. The small block is meant to fly over to the right side of the screen , enlarge, and the word Volunteers to fade in underneath it.
© 2006, International EMBOK Executive, All Rights Reserved

22. EMBOK Element Descriptor
Domain
Class
Element
Phase
Process
This slide illustrates the fact that each Element will have a set of Descriptors defining its attributes and “location” within the International EMBOK framework.
The International EMBOK model shares many of the characteristics of object oriented modeling used in software development. Each Element or cell of the EMBOK can be regarded as an object.
Each object has data and a program associated exclusively with it, “inherits” programs and data from other objects, and uses universal programs.
Therefore, the terms used must be discrete in order for call-outs or call-ups linked with specific data, tools, techniques, and programs to be incorporated.
Special Note: This presentation was created with Microsoft Office PowerPoint 2003 and uses special animation features that may not be available in earlier versions. The yellow block in the upper right hand corner is meant to fly over to the right side of the screen and the words to wipe down underneath it.
© 2006, International EMBOK Executive, All Rights Reserved

23. Element Characteristics
COMPETENCY
CODE/
STANDARD
TASKS
CHECKLISTS
SCHEDULE
This slide illustrates the characteristics of each Element during each Phase such as…
Competencies… which will enable the model to be mapped to education
Codes or Standards… which will enable the model to be used as a basis for bidding or tender assessment, and developing codes and/or international standards
Tasks… which will enable the model to be used to develop checklists or other job performance aids
Schedules… which will enable the model to be used for deadline management and integration
Special Note: This presentation was created with Microsoft Office PowerPoint 2003 and uses special animation features that may not be available in earlier versions. The whole building block structure except the yellow block in the upper right hand corner is meant to fade out, the purple arrows are meant to zoom out, and the words to fade in.
© 2006, International EMBOK Executive, All Rights Reserved

24. EMBOK Element Dimensions
ELEMENT DIMENSIONS DOMAIN
DESCRIPTOR CLASS
PHASE
PROCESS
MICRO DIMENSIONS COMPETENCY
CHARACTERISTICS CODE/STANDARD
TASKS
SCHEDULE
This slide illustrates the scope of what would be included in a written definition for each Element for outputs such as a manual, textbook, or job performance aid.
MACRO DIMENSIONS CREATIVITY
VALUES STRATEGIC THINKING
CONTINUOUS IMPROVEMENT
ETHICS
INTEGRATION
© 2006, International EMBOK Executive, All Rights Reserved

25. EMBOK Applications… Competency Criterion Curriculum Development
Job Performance Aids
Professional Development
Career Pathways
Assessment Systems
Research Frameworks
Knowledge Systems
Legislative Agendas
International Standards
Competency criterion for education and training
Curriculum development for academic programming
Books, software, manuals and other job performance aids
Professional development programs, products and certification systems
Position descriptions and career development for staff
Assessment systems for contracting, bidding and tendering
Research frameworks to develop the profession
Knowledge transfer systems
Legislative and policy agendas
International standards — including ethical and quality issues
© 2006, International EMBOK Executive, All Rights Reserved

26. EMBOK Web Site Launch into the public domain on www.embok.org
Portal for development and improvement
Framework refinement, usage and ratification
The International EMBOK Model is to be released into the public domain as an open source framework on its web site. The EMBOK web site features a full description of the model’s structure, including explanations of the five Knowledge Domains and their 35 functional areas (Classes), the five Phases, the five Processes, and the five Core Values.
The web site also features a portal for interested persons to make contributions toward the further development and improvement of the International EMBOK Model, and to facilitate its refinement, usage, and the ratification of its scope and validity.
The web site also includes links, white papers, research, articles, and other materials that may be downloaded.
© 2006, International EMBOK Executive, All Rights Reserved

27. The International EMBOK Model
This closing slide may be used for a Q & A session.
Presenters may include their contact information here.
© 2006, International EMBOK Executive, All Rights Reserved