Event Management Plan
     Presented By Natia Seegars
            April 2012
EVALUATION

                                                Strengths                             Weaknesses
SWOT Analysis
                                     • Qualified, capable and willing team   • No standardized process for
 • We are good at executing events                                             tradeshow management
                                     • Experience with prior shows which
                                       can be used to improve processes      • Inefficient allocation of resources
 • Too much individual work            and methodology going forward           (staff & time)
                                     • Solid relationship with exhibit       • Limited accountability for team
 • Leverage knowledge base             management entity                       members
                                     • Team members responsive to event      • Poor visibility into planning
                                       management needs                        processes
                                     • Currently building stronger rapport   • Not implementing innovative tools
                                       with stakeholders                       and methodologies

                                                                             • Unstructured method for
                                                                               communicating with key
                                                                               stakeholders


                                             Opportunities                               Threats
                                     • Implement planning processes and      •Limited segregation of duties
                                       tools to establish a duplicable       causing confusion, duplicated efforts
                                       model                                 & errors
                                     • Improved efficiencies allow team      •Potential lost confidence of key
                                       members to take a more value          stakeholders from various business
                                       added approach to tradeshow           segments
                                       marketing; more strategically,
                                       rather than tactical                  •Inefficient tradeshow management
                                     • Guide progress of critical elements   costs time and money
                                       of planning process (e.g. data        •Failed communication limits
                                       collection, product planning, etc)
                                                                             innovation and collaboration



                                                                                                                     2
EVALUATION


Critical Needs

 Communication:
                                                               People
  • Key stakeholders and team members
    should be updated & engaged at
    specific milestones within the planning
    process
 Transparency:
  • Dashboard view of the planning
    process should be available for
                                              Reporting
    management and team members
                                                  &        Communication   Process
                                              Evaluation
 Standardized Process:
  • A standardized process would make
    planning more effective and efficient
  • The process would simplify cross
    training and make duplication possible
                                                               Tools




                                                                                     3
REMAINING 2012 EVENTS



   May 14-16               August 6-9          September 25-27
   EBACE                   UAV                 AIE Americas
   Geneva, Switzerland     Las Vegas           Seattle, WA
   (BJS)                   (TPM)               (CAS)


   May 22-24               August 16-18        Oct 29-Nov 1
   Leadership Conference   LABACE              MILCOM
   Miami, FL               Sao Paulo, Brazil   Orlando, FL
   (Executive Mgmt)        (CM)                (TPM)


   July 9-15               August 18-21        Oct 30-Nov 1
   Farnborough Airshow     ACPC                NBAA
   Farnborough, England    Las Vegas           Orlando, FL
   (CM, TPM)               (CM)                (BJS, CM)




                                                                 4
2013 EVENTS


  January 29-31         Date TBD                September TBD
  AFCEA                 Leadership Conference   AIE Americas
  San Diego             Miami, FL               Seattle, WA
  (???)                 (Executive Mgmt)        (CAS)

  April 9-11            June 17-23              October TBD
  AIE Hamburg           Paris Airshow           Engineering Conf
  Hamburg, Germany      Le Bourget, France      Anaheim, CA
  (CAS, BJS, CM, TPM)   (CM, TPM)               (CAS)

  April 10 – 13         August 13-16            October TBD
  Quad-A                UAV                     MILCOM
  Ft. Worth, TX         Washington, DC          Location TBD
  (TPM)                 (TPM)                   (TPM)

  April 16-18           August TBD              October 22-24
  MRO Americas          LABACE                  NBAA
  Atlanta, GA           Sao Paulo, Brazil       Las Vegas
  (CM, CAS)             (CM)                    (BJS, CM)

  May 21-23             August TBD              November 17-21
  EBACE                 ACPC                    Dubai Airshow
  Geneva, Switzerland   Location TBD            Dubai, UAE
  (BJS)                 (CM)                    (Corporate, CM)
                                                                   5
TRADESHOW / EVENT PROCESS


                                             Annual Budget /
                                                Calendar
                                                Planning

                        Post-Event                                      Event
                         Debrief &                                    Messaging,
                         Summary                                    Theme & Design




                                                                                   Communicate
     Event Planning &
                                                                                  Exhibit Direction
        Execution                                                                  with Vendors




          Populate Project                                                    Base Exhibit
           Planning Tools                                                    Design Template




                         Identify Planning                     Event Staff
                            Milestones                         Assignment


                                                                                                      6
TRADESHOW / EVENT PROCESS


 Annual Event / Budget Planning
    Time Frame Early Q3


    Essential Elements:
    • Audit booth properties for damage, additional material requirements, etc.
    • Evaluate stakeholder needs for shows (product displays, space, interactive displays,
      meeting space, etc)
    • Incorporate event debrief notes into budget allocations


    Deliverable(s):
    • Preliminary budget established for each show
    • Overall 2013 event calendar




                                                                                             7
TRADESHOW / EVENT PROCESS


 Establish Messaging, Theme & Design Expectations For All Events
    Time Frame: Late Q3 / EarlyQ4 (Marketing Team Retreat)


    Essential Elements:
    • Group discussion & collaboration (including vendors and key stakeholders)
    • Company objectives for following year (based on leadership conf / strategic planning)
    • Campaign & integrated marketing opportunities communicate brand message across all
      marketing channels


    Deliverable(s):
    • Brand messaging and design direction
    • Project brief delivered to vendors to start design / communication process




                                                                                              8
TRADESHOW / EVENT PROCESS


 Communicate Exhibit Design Direction With Appropriate Vendors
    Time Frame: 3rd Quarter (Concurrent with previous step)


    Essential Elements:
    • Discuss stand budget allocation for each show
    • Share messaging for the year, colors and themes as appropriate
    • Request initial stand design renderings / messaging concepts for the each show


    Deliverable(s):
    • Project briefs for each show
    • Preliminary tradeshow stand design guidance




                                                                                       9
TRADESHOW / EVENT PROCESS


 Establish Base Exhibit Design Template For All Events
    Time Frame: 4th Quarter


    Essential Elements:
    • Present stand design renderings and general graphic template to marketing team
    • Collect initial feedback from marketing Team and other key stakeholders
    • Request Revisions
    • Get approval from Dede


    Deliverable(s):
    • Final general template design and draft renderings for all tradeshows
    *Note: Drafts can be modified to suit space requirements, etc, but template design should remain
    unchanged and consistent for every show.




                                                                                                  10
TRADESHOW / EVENT PROCESS


 Event Staff Assignments
    Time Frame: 4th Quarter


    Essential Elements:
    • Assign lead event manager(s) for each event for the year
    • Assign supporting marketing staff
    • Define roles and responsibilities for each


    Deliverable(s):
    • Event planner with staff assignments
    • Draft list of attendees




                                                                 11
TRADESHOW / EVENT PROCESS


 Identify Planning Milestones & Critical Communication Elements
    Time Frame: 3-4 months prior to event


    Essential Elements:
    • Identify deadlines for shipping, hotel submissions, tradeshow registration, final graphic design
      elements, etc.
    • Plan communication of essential information to B/E business units


    Deliverable(s):
    • Event project plan with milestones




                                                                                                         12
TRADESHOW / EVENT PROCESS


 Populate Project Planning Tools
    Time Frame: Ongoing from start of planning process


    Essential Elements:
    • Event lead to complete appropriate planning forms
    • Communicate planning progress with Marketing Team via monthly call and project plan updates


    Deliverable(s):
    • Event project plan progress updates
    • Event planning form / task list
    • Monthly Call




                                                                                               13
TRADESHOW / EVENT PROCESS


 Event Planning & Execution
    Time Frame: Ongoing from start of planning process


    Essential Elements:
    • Communicate planning progress with Marketing Team via monthly call and project plan updates
    • Utilize event planning checklist


    Deliverable(s):
    • Well executed event




                                                                                               14
TRADESHOW / EVENT PROCESS


 Post-Event Debrief & Summary
    Time Frame: One week following event


    Essential Elements:
    • Marketing Team members write up debrief of event
    • Collect information from attending B/E Business Units


    Deliverable(s):
    • Post-Event Survey (Stakeholders / Business Units)
    • Post-Event Debrief (Marketing Team Feedback)




                                                              15
SUGGESTED TOOL

 Smartsheet
    • Web-based for collaboration
    • Spreadsheet functionality
    • File Sharing (attach files/documents to the tasks)
    • Gantt Charts
    • Calendar – Set iCal Calendar Items from the Sheet




                                                           16
NEXT STEPS – PROJECT PLANNING TOOL


 Project Planning Tool
     • Event Process Evaluation – May 2012
     • Event Management Plan Development – May 2012
     • Event Toolkit Development (Project Planner, Event Profile Tasklist) – June 2012
     • Final Review of Tools and Planner – July 2012
     • Implementation – August 2012


 Team Initiatives
     • Assign ownership for remaining 2012 shows – May 2012
     • Establish date, time, expectations, etc for monthly staff call – May 2012
     • Choose dates for Marketing Team Retreat – May 2012
     • Update Tradeshow Brief Template – June 2012
     • Start 2013 Budget Process – July 2012
     • Marketing Team Retreat – September 2012



                                                                                         17

Event Management Plan

  • 1.
    Event Management Plan Presented By Natia Seegars April 2012
  • 2.
    EVALUATION Strengths Weaknesses SWOT Analysis • Qualified, capable and willing team • No standardized process for • We are good at executing events tradeshow management • Experience with prior shows which can be used to improve processes • Inefficient allocation of resources • Too much individual work and methodology going forward (staff & time) • Solid relationship with exhibit • Limited accountability for team • Leverage knowledge base management entity members • Team members responsive to event • Poor visibility into planning management needs processes • Currently building stronger rapport • Not implementing innovative tools with stakeholders and methodologies • Unstructured method for communicating with key stakeholders Opportunities Threats • Implement planning processes and •Limited segregation of duties tools to establish a duplicable causing confusion, duplicated efforts model & errors • Improved efficiencies allow team •Potential lost confidence of key members to take a more value stakeholders from various business added approach to tradeshow segments marketing; more strategically, rather than tactical •Inefficient tradeshow management • Guide progress of critical elements costs time and money of planning process (e.g. data •Failed communication limits collection, product planning, etc) innovation and collaboration 2
  • 3.
    EVALUATION Critical Needs Communication: People • Key stakeholders and team members should be updated & engaged at specific milestones within the planning process Transparency: • Dashboard view of the planning process should be available for Reporting management and team members & Communication Process Evaluation Standardized Process: • A standardized process would make planning more effective and efficient • The process would simplify cross training and make duplication possible Tools 3
  • 4.
    REMAINING 2012 EVENTS May 14-16 August 6-9 September 25-27 EBACE UAV AIE Americas Geneva, Switzerland Las Vegas Seattle, WA (BJS) (TPM) (CAS) May 22-24 August 16-18 Oct 29-Nov 1 Leadership Conference LABACE MILCOM Miami, FL Sao Paulo, Brazil Orlando, FL (Executive Mgmt) (CM) (TPM) July 9-15 August 18-21 Oct 30-Nov 1 Farnborough Airshow ACPC NBAA Farnborough, England Las Vegas Orlando, FL (CM, TPM) (CM) (BJS, CM) 4
  • 5.
    2013 EVENTS January 29-31 Date TBD September TBD AFCEA Leadership Conference AIE Americas San Diego Miami, FL Seattle, WA (???) (Executive Mgmt) (CAS) April 9-11 June 17-23 October TBD AIE Hamburg Paris Airshow Engineering Conf Hamburg, Germany Le Bourget, France Anaheim, CA (CAS, BJS, CM, TPM) (CM, TPM) (CAS) April 10 – 13 August 13-16 October TBD Quad-A UAV MILCOM Ft. Worth, TX Washington, DC Location TBD (TPM) (TPM) (TPM) April 16-18 August TBD October 22-24 MRO Americas LABACE NBAA Atlanta, GA Sao Paulo, Brazil Las Vegas (CM, CAS) (CM) (BJS, CM) May 21-23 August TBD November 17-21 EBACE ACPC Dubai Airshow Geneva, Switzerland Location TBD Dubai, UAE (BJS) (CM) (Corporate, CM) 5
  • 6.
    TRADESHOW / EVENTPROCESS Annual Budget / Calendar Planning Post-Event Event Debrief & Messaging, Summary Theme & Design Communicate Event Planning & Exhibit Direction Execution with Vendors Populate Project Base Exhibit Planning Tools Design Template Identify Planning Event Staff Milestones Assignment 6
  • 7.
    TRADESHOW / EVENTPROCESS Annual Event / Budget Planning Time Frame Early Q3 Essential Elements: • Audit booth properties for damage, additional material requirements, etc. • Evaluate stakeholder needs for shows (product displays, space, interactive displays, meeting space, etc) • Incorporate event debrief notes into budget allocations Deliverable(s): • Preliminary budget established for each show • Overall 2013 event calendar 7
  • 8.
    TRADESHOW / EVENTPROCESS Establish Messaging, Theme & Design Expectations For All Events Time Frame: Late Q3 / EarlyQ4 (Marketing Team Retreat) Essential Elements: • Group discussion & collaboration (including vendors and key stakeholders) • Company objectives for following year (based on leadership conf / strategic planning) • Campaign & integrated marketing opportunities communicate brand message across all marketing channels Deliverable(s): • Brand messaging and design direction • Project brief delivered to vendors to start design / communication process 8
  • 9.
    TRADESHOW / EVENTPROCESS Communicate Exhibit Design Direction With Appropriate Vendors Time Frame: 3rd Quarter (Concurrent with previous step) Essential Elements: • Discuss stand budget allocation for each show • Share messaging for the year, colors and themes as appropriate • Request initial stand design renderings / messaging concepts for the each show Deliverable(s): • Project briefs for each show • Preliminary tradeshow stand design guidance 9
  • 10.
    TRADESHOW / EVENTPROCESS Establish Base Exhibit Design Template For All Events Time Frame: 4th Quarter Essential Elements: • Present stand design renderings and general graphic template to marketing team • Collect initial feedback from marketing Team and other key stakeholders • Request Revisions • Get approval from Dede Deliverable(s): • Final general template design and draft renderings for all tradeshows *Note: Drafts can be modified to suit space requirements, etc, but template design should remain unchanged and consistent for every show. 10
  • 11.
    TRADESHOW / EVENTPROCESS Event Staff Assignments Time Frame: 4th Quarter Essential Elements: • Assign lead event manager(s) for each event for the year • Assign supporting marketing staff • Define roles and responsibilities for each Deliverable(s): • Event planner with staff assignments • Draft list of attendees 11
  • 12.
    TRADESHOW / EVENTPROCESS Identify Planning Milestones & Critical Communication Elements Time Frame: 3-4 months prior to event Essential Elements: • Identify deadlines for shipping, hotel submissions, tradeshow registration, final graphic design elements, etc. • Plan communication of essential information to B/E business units Deliverable(s): • Event project plan with milestones 12
  • 13.
    TRADESHOW / EVENTPROCESS Populate Project Planning Tools Time Frame: Ongoing from start of planning process Essential Elements: • Event lead to complete appropriate planning forms • Communicate planning progress with Marketing Team via monthly call and project plan updates Deliverable(s): • Event project plan progress updates • Event planning form / task list • Monthly Call 13
  • 14.
    TRADESHOW / EVENTPROCESS Event Planning & Execution Time Frame: Ongoing from start of planning process Essential Elements: • Communicate planning progress with Marketing Team via monthly call and project plan updates • Utilize event planning checklist Deliverable(s): • Well executed event 14
  • 15.
    TRADESHOW / EVENTPROCESS Post-Event Debrief & Summary Time Frame: One week following event Essential Elements: • Marketing Team members write up debrief of event • Collect information from attending B/E Business Units Deliverable(s): • Post-Event Survey (Stakeholders / Business Units) • Post-Event Debrief (Marketing Team Feedback) 15
  • 16.
    SUGGESTED TOOL Smartsheet • Web-based for collaboration • Spreadsheet functionality • File Sharing (attach files/documents to the tasks) • Gantt Charts • Calendar – Set iCal Calendar Items from the Sheet 16
  • 17.
    NEXT STEPS –PROJECT PLANNING TOOL Project Planning Tool • Event Process Evaluation – May 2012 • Event Management Plan Development – May 2012 • Event Toolkit Development (Project Planner, Event Profile Tasklist) – June 2012 • Final Review of Tools and Planner – July 2012 • Implementation – August 2012 Team Initiatives • Assign ownership for remaining 2012 shows – May 2012 • Establish date, time, expectations, etc for monthly staff call – May 2012 • Choose dates for Marketing Team Retreat – May 2012 • Update Tradeshow Brief Template – June 2012 • Start 2013 Budget Process – July 2012 • Marketing Team Retreat – September 2012 17