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Unit 3:Unit 3:
Facility and Event PlanningFacility and Event Planning
Mrs. WoodMrs. Wood
Sports ManagementSports Management
Unit Overview:Unit Overview:
• Facilities Management and OverviewFacilities Management and Overview
• Event Planning and Types of PlansEvent Planning and Types of Plans
• Importance of PlanningImportance of Planning
• Sales ForecastingSales Forecasting
• SchedulingScheduling
• Scheduling ToolsScheduling Tools
Sport Facilities ManagementSport Facilities Management
• The Role of the Facilities Manager isThe Role of the Facilities Manager is
very complex and demandingvery complex and demanding
• Involves Several Functions:Involves Several Functions:
• Manager’s Main Goal:Manager’s Main Goal:
• Importance:Importance:
Includes budgeting, establishing dates and alternate dates,
selecting and reserving the venue, acquiring permits and
coordinating transportation and parking
Oversee all aspects of event planning /
facilities management.
$$$$$$$$
Sport Facilities Management:Sport Facilities Management:
Facility PlanningFacility Planning
• Requires the Manager and CommitteeRequires the Manager and Committee
• Follows a 3 step process:Follows a 3 step process:
– An architect is hired to decide criteriaAn architect is hired to decide criteria
– After plans and financing is secured, a biddingAfter plans and financing is secured, a bidding
process for jobs is completed to stay withinprocess for jobs is completed to stay within
budget.budget.
– Facility Planning manager must constantly giveFacility Planning manager must constantly give
attention to project.attention to project.
Sports management professionals often find careers in
managing various types of facilities. Health Clubs, YMCA
indoor sporting centers entire stadiums
Meet Mike CrumMeet Mike Crum
COO and Former Interim Director ofCOO and Former Interim Director of
Charlotte’s Auditorium/Coliseum–ConventionCharlotte’s Auditorium/Coliseum–Convention
Center AuthorityCenter Authority
• Presided over a $25 million budget, 200Presided over a $25 million budget, 200
employees (and another 1800 part-timeemployees (and another 1800 part-time
workers), and all maintenance and operationsworkers), and all maintenance and operations
for the Charlotte Convention Center, Charlottefor the Charlotte Convention Center, Charlotte
Coliseum, Ovens Auditorium, and CricketColiseum, Ovens Auditorium, and Cricket
Arena.Arena.
• ““Constantly putting out fires”Constantly putting out fires”
• "You're never really off," Crum noted. "That"You're never really off," Crum noted. "That
takes awhile to get used to. It's a big job. I amtakes awhile to get used to. It's a big job. I am
always going to some sort of meeting.”always going to some sort of meeting.”
Professional FacilityProfessional Facility
Management FirmsManagement Firms
• In 1976, the Louisiana Superdome became theIn 1976, the Louisiana Superdome became the
first major sporting facility to use outsidefirst major sporting facility to use outside
professionals to manage its operations.professionals to manage its operations.
• Currently, the New Orleans Superdome isCurrently, the New Orleans Superdome is
managed by SMG.managed by SMG.
• Philadelphia-based SMG is the world’s leadingPhiladelphia-based SMG is the world’s leading
company in the management of publiccompany in the management of public
facilities, including stadiums, arenas, theaters,facilities, including stadiums, arenas, theaters,
and exhibition/convention centers.and exhibition/convention centers.
• SMG manages stadiums, arenas and civic centers acrossSMG manages stadiums, arenas and civic centers across
the United States, in Puerto Rico, Canada and Europe,the United States, in Puerto Rico, Canada and Europe,
which host virtually every type of arena-oriented eventwhich host virtually every type of arena-oriented event
imaginable.imaginable.
• More than 1.5 million managed seatsMore than 1.5 million managed seats, SMG arenas, SMG arenas
stage everything:stage everything:
– Professional basketballProfessional basketball
– Professional hockeyProfessional hockey
– Minor league sporting eventsMinor league sporting events
– NCAA collegiate sporting eventsNCAA collegiate sporting events
– Family shows such as Disney on Ice and Ringling Bros./BarnumFamily shows such as Disney on Ice and Ringling Bros./Barnum
and Bailey Circusand Bailey Circus
– Plus the biggest concert tours of the biggest names in musicPlus the biggest concert tours of the biggest names in music
Sport Facilities Management:Sport Facilities Management:
What makes a venueWhat makes a venue
attractive?attractive?
• 3 Main Categories:3 Main Categories:
– AmenitiesAmenities
– Ticket Package Options and AvailabilityTicket Package Options and Availability
– Entertainment valueEntertainment value
• Product on and off the fieldProduct on and off the field
• Many colleges and universities have built new
athletic facilities to attract top athletes.
• Many municipalities have built new stadiums
and arenas to house pro sports.
Event PlanningEvent Planning
• Sports Managers plan many types of events.Sports Managers plan many types of events.
• They Include:They Include:
– Coordinating GamesCoordinating Games
– Providing food for teamsProviding food for teams
– Arrange Team TransportationArrange Team Transportation
– Hire OfficialsHire Officials
– Manage Ticket SalesManage Ticket Sales
– Plan and Monitor Concession SalesPlan and Monitor Concession Sales
– Juggle League SchedulesJuggle League Schedules
– Organize TournamentsOrganize Tournaments
The process of planning a festival ceremony,
competition, concert or convention.
Types of PlanningTypes of Planning
• Plans are characterized by five dimensions:Plans are characterized by five dimensions:
Management
Level
Type of Plan Scope Time Repetitiveness
Upper andUpper and
MiddleMiddle
StrategicStrategic BroadBroad Long-RangeLong-Range Single-UseSingle-Use
PlanPlan
Middle andMiddle and
LowerLower
OperationalOperational NarrowNarrow Short-RangeShort-Range StandingStanding
PlanPlan
Standing PlansStanding Plans
• Used to achieve objectives laid out in anUsed to achieve objectives laid out in an
organization’s strategy.organization’s strategy.
• Definition:Definition:
– Policies, procedures, and rules for handlingPolicies, procedures, and rules for handling
situations that arise repeatedly.situations that arise repeatedly.
• Policies:Policies:
• Procedures:Procedures:
• Rules:Rules:
Are general guidelines for decision making
Also called SOP’s standard operating procedures and
methods- are sequences of actions to be followed in order to
achieve an objective
State exactly what should or should not be done
Single-Use PlansSingle-Use Plans
• Include programs and budgets that addressInclude programs and budgets that address
non-repetitive situations.non-repetitive situations.
• Program:Program:
– Program Development Steps:Program Development Steps:
1)1) Set broad objectives, 2) Break down project into specificSet broad objectives, 2) Break down project into specific
goals, 3) Assign responsibility for each goal, 4) Establishgoals, 3) Assign responsibility for each goal, 4) Establish
start/end times for each, 5) Determine the resourcesstart/end times for each, 5) Determine the resources
needed ex: NFL to hospitals programneeded ex: NFL to hospitals program
• Budget:Budget:
A program that describes a set of activities designed to
accomplish and objective over a specified activity and
duration .
Are the funds allocated to operate a department or
program for a fixed period.
Contingency PlansContingency Plans
• What are Contingency Plans?What are Contingency Plans?
• Wise coaches/managers take greatWise coaches/managers take great
pains to develop and recruit backuppains to develop and recruit backup
players/employees who can and will beplayers/employees who can and will be
ready to step in should a first-stringready to step in should a first-string
player/employee get injured or call inplayer/employee get injured or call in
sick.sick.
Alternative plans that can be implemented if
uncontrollable events occur.
How to Develop aHow to Develop a
Contingency PlanContingency Plan
• Contingency Plans can beContingency Plans can be
developed by asking/answeringdeveloped by asking/answering
three questions:three questions:
– What Might Go Wrong?What Might Go Wrong?
– How can I prevent it from happening?How can I prevent it from happening?
– If it does occur, what can I do toIf it does occur, what can I do to
minimize the effect?minimize the effect?
Planning is your LIFELINEPlanning is your LIFELINE
• ““When you fail to plan, you plan to fail.”When you fail to plan, you plan to fail.”
• Flags that Indicate Poor Performance:
– Objectives that are not metObjectives that are not met
– Continual crisesContinual crises
– Idle resourcesIdle resources
– Lack of resourcesLack of resources
– DuplicationDuplication
Sales ForecastingSales Forecasting
• Sales forecast predicts the dollar amount ofSales forecast predicts the dollar amount of
product that will beproduct that will be sold during a specified periodsold during a specified period
and the associated dollar volumeand the associated dollar volume..
• Why do we Care?
• Our Overall Aim/Objective:Our Overall Aim/Objective:
– Market share:Market share:
Success of organization, profit, $$$$$
The organization’s percentage of
total industry sales.
How is Sales ForecastingHow is Sales Forecasting
carried out?carried out?
• Qualitative Sales Forecasting:
– Subjective method that predicts sales
through:
• Subjective Judgment
• Intuition
• Experience
• Individual Opinion
– Primary Uses:
Managers and employees
How is Sales ForecastingHow is Sales Forecasting
carried out?carried out?
• Quantitative Sales Forecasting:
– Objective method that predicts sales
through:
• Uses Objective Techniques
– Mathematical
– Past Sales Data
– Primary Uses:
Managers and Employees
The Importance of SchedulingThe Importance of Scheduling
• Why Event Organizers Schedule?
• Scheduling:
– Process of listing essential activities in
sequence with the time needed to complete
each activity.
• Details of schedule answer Who, What, Where,
When, and Why questions.
Scheduling ToolsScheduling Tools
• Calendars
• Daily TO-DO List
• Planning Sheets:
– Planning sheets state an objective and list the
sequence of activities, when each activity will
begin and end, and who will complete each
activity to meet the objective.
– When Do I Use?
ALL THE TIME, Daily Schedules, Project Schedules, Event
Schedules, Season Schedules etc
Planning Sheet ExamplePlanning Sheet Example
Scheduling ToolsScheduling Tools
• Gantt Charts:
– Uses bars to graphically illustrate
progress on a project.
• Activities are shown on the vertical
axis and time is shown on the horizontal
access.
– When Do I Use?
Gantt Chart ExampleGantt Chart Example
Scheduling ToolsScheduling Tools
• PERTPERT
– (Performance Evaluation and Review Technique)(Performance Evaluation and Review Technique)
– Diagrams that highlight theDiagrams that highlight the
interdependenceinterdependence of activities byof activities by
diagramming their “network.”diagramming their “network.”
– When Do I Use?
PERT Chart ExamplePERT Chart Example
Why use Scheduling Tools?Why use Scheduling Tools?
• Effective Time ManagementEffective Time Management
– Time Management:
• Techniques that enable people to get more
done in less time with better results.
• Biggest Time Management Issue:
Time Management SystemsTime Management Systems
• The process of planning each week,The process of planning each week,
scheduling each week, scheduling eachscheduling each week, scheduling each
day.day.
– 4 Key Components of Effective TM Systems:4 Key Components of Effective TM Systems:
• PrioritizePrioritize
• Set ObjectivesSet Objectives
• Plan: (How are your going to fulfill your objectives)Plan: (How are your going to fulfill your objectives)
– Don’t skip this step!Don’t skip this step!
• Make a schedule!Make a schedule!
– Use your scheduling tools!Use your scheduling tools!

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U3 facilityandeventplanningnotesfinal-cw

  • 1. Unit 3:Unit 3: Facility and Event PlanningFacility and Event Planning Mrs. WoodMrs. Wood Sports ManagementSports Management
  • 2. Unit Overview:Unit Overview: • Facilities Management and OverviewFacilities Management and Overview • Event Planning and Types of PlansEvent Planning and Types of Plans • Importance of PlanningImportance of Planning • Sales ForecastingSales Forecasting • SchedulingScheduling • Scheduling ToolsScheduling Tools
  • 3. Sport Facilities ManagementSport Facilities Management • The Role of the Facilities Manager isThe Role of the Facilities Manager is very complex and demandingvery complex and demanding • Involves Several Functions:Involves Several Functions: • Manager’s Main Goal:Manager’s Main Goal: • Importance:Importance: Includes budgeting, establishing dates and alternate dates, selecting and reserving the venue, acquiring permits and coordinating transportation and parking Oversee all aspects of event planning / facilities management. $$$$$$$$
  • 4. Sport Facilities Management:Sport Facilities Management: Facility PlanningFacility Planning • Requires the Manager and CommitteeRequires the Manager and Committee • Follows a 3 step process:Follows a 3 step process: – An architect is hired to decide criteriaAn architect is hired to decide criteria – After plans and financing is secured, a biddingAfter plans and financing is secured, a bidding process for jobs is completed to stay withinprocess for jobs is completed to stay within budget.budget. – Facility Planning manager must constantly giveFacility Planning manager must constantly give attention to project.attention to project. Sports management professionals often find careers in managing various types of facilities. Health Clubs, YMCA indoor sporting centers entire stadiums
  • 5. Meet Mike CrumMeet Mike Crum COO and Former Interim Director ofCOO and Former Interim Director of Charlotte’s Auditorium/Coliseum–ConventionCharlotte’s Auditorium/Coliseum–Convention Center AuthorityCenter Authority • Presided over a $25 million budget, 200Presided over a $25 million budget, 200 employees (and another 1800 part-timeemployees (and another 1800 part-time workers), and all maintenance and operationsworkers), and all maintenance and operations for the Charlotte Convention Center, Charlottefor the Charlotte Convention Center, Charlotte Coliseum, Ovens Auditorium, and CricketColiseum, Ovens Auditorium, and Cricket Arena.Arena. • ““Constantly putting out fires”Constantly putting out fires” • "You're never really off," Crum noted. "That"You're never really off," Crum noted. "That takes awhile to get used to. It's a big job. I amtakes awhile to get used to. It's a big job. I am always going to some sort of meeting.”always going to some sort of meeting.”
  • 6. Professional FacilityProfessional Facility Management FirmsManagement Firms • In 1976, the Louisiana Superdome became theIn 1976, the Louisiana Superdome became the first major sporting facility to use outsidefirst major sporting facility to use outside professionals to manage its operations.professionals to manage its operations. • Currently, the New Orleans Superdome isCurrently, the New Orleans Superdome is managed by SMG.managed by SMG. • Philadelphia-based SMG is the world’s leadingPhiladelphia-based SMG is the world’s leading company in the management of publiccompany in the management of public facilities, including stadiums, arenas, theaters,facilities, including stadiums, arenas, theaters, and exhibition/convention centers.and exhibition/convention centers.
  • 7. • SMG manages stadiums, arenas and civic centers acrossSMG manages stadiums, arenas and civic centers across the United States, in Puerto Rico, Canada and Europe,the United States, in Puerto Rico, Canada and Europe, which host virtually every type of arena-oriented eventwhich host virtually every type of arena-oriented event imaginable.imaginable. • More than 1.5 million managed seatsMore than 1.5 million managed seats, SMG arenas, SMG arenas stage everything:stage everything: – Professional basketballProfessional basketball – Professional hockeyProfessional hockey – Minor league sporting eventsMinor league sporting events – NCAA collegiate sporting eventsNCAA collegiate sporting events – Family shows such as Disney on Ice and Ringling Bros./BarnumFamily shows such as Disney on Ice and Ringling Bros./Barnum and Bailey Circusand Bailey Circus – Plus the biggest concert tours of the biggest names in musicPlus the biggest concert tours of the biggest names in music
  • 8. Sport Facilities Management:Sport Facilities Management: What makes a venueWhat makes a venue attractive?attractive? • 3 Main Categories:3 Main Categories: – AmenitiesAmenities – Ticket Package Options and AvailabilityTicket Package Options and Availability – Entertainment valueEntertainment value • Product on and off the fieldProduct on and off the field • Many colleges and universities have built new athletic facilities to attract top athletes. • Many municipalities have built new stadiums and arenas to house pro sports.
  • 9. Event PlanningEvent Planning • Sports Managers plan many types of events.Sports Managers plan many types of events. • They Include:They Include: – Coordinating GamesCoordinating Games – Providing food for teamsProviding food for teams – Arrange Team TransportationArrange Team Transportation – Hire OfficialsHire Officials – Manage Ticket SalesManage Ticket Sales – Plan and Monitor Concession SalesPlan and Monitor Concession Sales – Juggle League SchedulesJuggle League Schedules – Organize TournamentsOrganize Tournaments The process of planning a festival ceremony, competition, concert or convention.
  • 10. Types of PlanningTypes of Planning • Plans are characterized by five dimensions:Plans are characterized by five dimensions: Management Level Type of Plan Scope Time Repetitiveness Upper andUpper and MiddleMiddle StrategicStrategic BroadBroad Long-RangeLong-Range Single-UseSingle-Use PlanPlan Middle andMiddle and LowerLower OperationalOperational NarrowNarrow Short-RangeShort-Range StandingStanding PlanPlan
  • 11. Standing PlansStanding Plans • Used to achieve objectives laid out in anUsed to achieve objectives laid out in an organization’s strategy.organization’s strategy. • Definition:Definition: – Policies, procedures, and rules for handlingPolicies, procedures, and rules for handling situations that arise repeatedly.situations that arise repeatedly. • Policies:Policies: • Procedures:Procedures: • Rules:Rules: Are general guidelines for decision making Also called SOP’s standard operating procedures and methods- are sequences of actions to be followed in order to achieve an objective State exactly what should or should not be done
  • 12. Single-Use PlansSingle-Use Plans • Include programs and budgets that addressInclude programs and budgets that address non-repetitive situations.non-repetitive situations. • Program:Program: – Program Development Steps:Program Development Steps: 1)1) Set broad objectives, 2) Break down project into specificSet broad objectives, 2) Break down project into specific goals, 3) Assign responsibility for each goal, 4) Establishgoals, 3) Assign responsibility for each goal, 4) Establish start/end times for each, 5) Determine the resourcesstart/end times for each, 5) Determine the resources needed ex: NFL to hospitals programneeded ex: NFL to hospitals program • Budget:Budget: A program that describes a set of activities designed to accomplish and objective over a specified activity and duration . Are the funds allocated to operate a department or program for a fixed period.
  • 13. Contingency PlansContingency Plans • What are Contingency Plans?What are Contingency Plans? • Wise coaches/managers take greatWise coaches/managers take great pains to develop and recruit backuppains to develop and recruit backup players/employees who can and will beplayers/employees who can and will be ready to step in should a first-stringready to step in should a first-string player/employee get injured or call inplayer/employee get injured or call in sick.sick. Alternative plans that can be implemented if uncontrollable events occur.
  • 14. How to Develop aHow to Develop a Contingency PlanContingency Plan • Contingency Plans can beContingency Plans can be developed by asking/answeringdeveloped by asking/answering three questions:three questions: – What Might Go Wrong?What Might Go Wrong? – How can I prevent it from happening?How can I prevent it from happening? – If it does occur, what can I do toIf it does occur, what can I do to minimize the effect?minimize the effect?
  • 15. Planning is your LIFELINEPlanning is your LIFELINE • ““When you fail to plan, you plan to fail.”When you fail to plan, you plan to fail.” • Flags that Indicate Poor Performance: – Objectives that are not metObjectives that are not met – Continual crisesContinual crises – Idle resourcesIdle resources – Lack of resourcesLack of resources – DuplicationDuplication
  • 16. Sales ForecastingSales Forecasting • Sales forecast predicts the dollar amount ofSales forecast predicts the dollar amount of product that will beproduct that will be sold during a specified periodsold during a specified period and the associated dollar volumeand the associated dollar volume.. • Why do we Care? • Our Overall Aim/Objective:Our Overall Aim/Objective: – Market share:Market share: Success of organization, profit, $$$$$ The organization’s percentage of total industry sales.
  • 17. How is Sales ForecastingHow is Sales Forecasting carried out?carried out? • Qualitative Sales Forecasting: – Subjective method that predicts sales through: • Subjective Judgment • Intuition • Experience • Individual Opinion – Primary Uses: Managers and employees
  • 18. How is Sales ForecastingHow is Sales Forecasting carried out?carried out? • Quantitative Sales Forecasting: – Objective method that predicts sales through: • Uses Objective Techniques – Mathematical – Past Sales Data – Primary Uses: Managers and Employees
  • 19. The Importance of SchedulingThe Importance of Scheduling • Why Event Organizers Schedule? • Scheduling: – Process of listing essential activities in sequence with the time needed to complete each activity. • Details of schedule answer Who, What, Where, When, and Why questions.
  • 20. Scheduling ToolsScheduling Tools • Calendars • Daily TO-DO List • Planning Sheets: – Planning sheets state an objective and list the sequence of activities, when each activity will begin and end, and who will complete each activity to meet the objective. – When Do I Use? ALL THE TIME, Daily Schedules, Project Schedules, Event Schedules, Season Schedules etc
  • 22. Scheduling ToolsScheduling Tools • Gantt Charts: – Uses bars to graphically illustrate progress on a project. • Activities are shown on the vertical axis and time is shown on the horizontal access. – When Do I Use?
  • 23. Gantt Chart ExampleGantt Chart Example
  • 24. Scheduling ToolsScheduling Tools • PERTPERT – (Performance Evaluation and Review Technique)(Performance Evaluation and Review Technique) – Diagrams that highlight theDiagrams that highlight the interdependenceinterdependence of activities byof activities by diagramming their “network.”diagramming their “network.” – When Do I Use?
  • 25. PERT Chart ExamplePERT Chart Example
  • 26. Why use Scheduling Tools?Why use Scheduling Tools? • Effective Time ManagementEffective Time Management – Time Management: • Techniques that enable people to get more done in less time with better results. • Biggest Time Management Issue:
  • 27.
  • 28. Time Management SystemsTime Management Systems • The process of planning each week,The process of planning each week, scheduling each week, scheduling eachscheduling each week, scheduling each day.day. – 4 Key Components of Effective TM Systems:4 Key Components of Effective TM Systems: • PrioritizePrioritize • Set ObjectivesSet Objectives • Plan: (How are your going to fulfill your objectives)Plan: (How are your going to fulfill your objectives) – Don’t skip this step!Don’t skip this step! • Make a schedule!Make a schedule! – Use your scheduling tools!Use your scheduling tools!