2. Copyright W.J.O’Toole www.epms.net
Event Management
Competency and topics
The following slides are the topics I cover in my
event management workshops
You can use this to assess your competency
Using the next slide, rate your self
I use this to demonstrate the value of the training
workshops
It also gives a measure to the client of the level of
success of the workshop and the remaining gaps in
competency of their event teams
3. Copyright W.J.O’Toole www.epms.net
Please assess yourself - using the
following slides
0 no idea, never heard of it
1 new to me but I have heard of it
2 familiar with it
3 understand it
4 understand it and used it
5 used it many times and know it very well with it
6 able to develop and improve the topic
7 an expert
4. Copyright W.J.O’Toole www.epms.net
Event Context Topics
1. History typology and event strategy
2. Event bidding and tendering
3. Event concept and the pitch
4. Feasibility and Return On Investment (ROI)
5. Strategic planning and event sustainability
6. Stakeholder management
7. Event software
5. Copyright W.J.O’Toole www.epms.net
Event Marketing And Sponsorship
1. Understand and use the marketing tools of :
2. Audience segmentation
3. SWOT analysis
4. BCG Matrix
5. Market segmentation and Target markets
6. The MIX - Product Price Position
7. Able to create a Marketing plan
8. Develop a promotion campaign including PR releases and
PR schedules
9. Internal and external communication
10. Understand the sponsor value – manage the sponsors and
develop the sponsorship plan
6. Copyright W.J.O’Toole www.epms.net
Event Project Management
1. Understand the project management tools and how they can be
successfully applied to events
2. Complete an event feasibility study or a business case for an event
3. Undertake a comprehensive stakeholder analysis and use this as the
basis of a reporting plan and a risk management plan
4. Determine the scope of an event and manage the integration of the
event elements to keep within the scope
5. Establish a realistic description of the work needed to create and
control the event
6. Undertake task analysis and create an optimal schedule by critical
path analysis
7. Develop and manage a schedule of tasks
7. Copyright W.J.O’Toole www.epms.net
Event Human Resources
Assigning teams and leadership
Getting what you want done and on time!
Dealing with Volunteers and Seconded staff
The carrot or the stick - the incentive system
for event staff
8. Copyright W.J.O’Toole www.epms.net
Contracts And Reporting
Create a document system for an event and using
spreadsheets
Understand how to create a supplier list, compare suppliers
and clear decision making
Undertake a contract management approach to event
management and understand the basic event management
terminology used in event contracts
Understand the role of the project status report and create
efficient work in progress reports
Identify the logistic requirements of an event and establish a
logistics system, which is integrated into the project
management system
9. Copyright W.J.O’Toole www.epms.net
Event Finance
Understand and use the event Return On Investment (ROI)
Understand how to source finance including sponsorship, ticket
sales, in kind support
Create a dynamic budget, use commitment accounting and
source extra finance
Identify the exposure profile of event management
Employ estimating techniques and use ratios – event metrics
Undertake cost control and cost reduction
Franchising – protecting and selling the idea
10. Copyright W.J.O’Toole www.epms.net
Risk Management
1. Understand the risk management process for events
2. Be able to identify risks – financial, operational, strategic,
human error and the ‘near miss’
3. Undertake risk analysis – is the risk important? What
resources are needed?
4. Treat the risks
5. Learn from the mistakes of others around the world
6. Create a documentation system
7. Integrate the risk management with the overall event
management
11. Copyright W.J.O’Toole www.epms.net
Event Protocol
Understand and manage VIP requirements
Sensitive to cross cultural considerations
Coordinate with security services
12. Copyright W.J.O’Toole www.epms.net
Logistics, Staging And Shutdown
Managing operations - on the day
Understand and manage the elements of staging -such as food
beverage
Identify and manipulate the elements of site/venue selection
and site design
Create a site/venue map
Create a shutdown plan
Establish a checklist system for the creation, improvement and
archiving of the event checklists
Creating and using the event manual
Develop and manage transport schedule for event
Sourcing and booking hotel and other accommodation