The presentation discusses the meeting planning process pyramid and offers different automation solutions along the way to help meeting planners save time and execute.
2. Audience-Presenter Agreement
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Stop me at any point if you have any questions.
Engage me (@danberger) and other via twitter #PMPI.
Take as many notes/photos and share as you please.
Free pass to not participate.
Help me slow down.
3. Learning Objectives
1. Develop a scorecard for rating different technology options.
2. Identify which area should adopt a new technology.
3. Learn about the future of meeting planning automation.
Turn to your neighbor: Which of these is most important to you and why?
9. Interactive Exercise
Reflect over the last 10
years, how has
technology changed the
way you work?
Group: Pairs
Time: 2 minutes
●Think about what has
been automated, what has
saved you time.
29. Interactive Exercise
What are the biggest pain
points in the planning
phase of your workflow?
What can be improved?
Group: Pairs
Time: 2 minutes
●Try to apply some of these
new tools to your workflow.
56. Interactive Exercise
Which of your
technologies would you
like to marry?
Group: Pairs
Time: 2 minutes
●Dream of an ideal world
where everything is
integrated.
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61. Meeting Planning Automation (def.)
The use of various technologies for meeting planning with minimal or
reduced human intervention.
A process or combination of processes to help you become more
strategic about and effective at your job.
Turn to your neighbor and tell them which one is most important to you and why.
By show of hands, who picked [1 | 2 | 3]... who picked more than one?
Why am I qualified to speak on this subject?
Programmer
CEO of Social Tables
Special Events background
Obsessed with productivity, lifehacks, shortcuts
About Social Tables
I love meetings
MES and Event Solutions
No one pays me
I’m not a consultant
I just like to help
Technology is No Longer an “Option”
PCMA Example -- used to be a committee about technology
Amazon is the world's largest bookseller, Amazon.
The largest video service by number of subscribers is Netflix.
Today's dominant music companies are: Apple and Spotify. Record labels are content providers.
The video game industry has grown from $30 B to $60 B in 5 years ago.
Pixar is the best new movie production house in years. Disney had to buy them to stay relevant.
LinkedIn is the top recruiting company.
Today's largest direct marketing platform is Google.
It’s gotten to a point where software is eating software. Skype was the fastest growing telecom company in the world but WhatsApp is putting a dent in that.
WhatsApp was bought by Facebook for $19 B.
The challenge of event planning and technology: No two events are the same.
The other challenge is that when you are building worlds, things HAVE TO work.
IF THERE’S ONE THING YOU LEARN
Everyone’s workflow is different. Goo tech integrates with your workflow.
Key is that it works for you -- usability, functionality, etc.
The way software is delivered has fundamentally changed.
Cloud-based SaaS
Proprietary systems are dying... an open, collaborative future is on the horizon and the companies that realize this will win.
I feel like this goes without saying. It has work on mobile... it’s expected
In fact, more and more consumers are getting mad when it doesn’t
Logistics vs. Strategic
Meeting planning is moving the strategic... there is no technology to help you be more strategic... but there is technology to help you make data-base decisions, which are the foundation of all strategic decisions.
Project management in Asana
Project management
You can even have a gantt chart thru Instagantt
How to get started? Place a monetary value on your time.
Before starting task ask: “is it possible to delegate part or all of this task?”
Train others to do your work starting NOW not when you need something
Outsource to virtual assistants/interns
Set expectations, priorities and deadlines
Accept that delegating is a two-way street
Take responsibility for the outcomes. The buck stops with you.
Give them ownership and accept the fact there’s a risk
Explain the importance of the task to get buy-in
Regularly check-in to motivate and ensure it meets your expectations
Google Form is ideal for speaker management since it feeds directly into a spreadsheet
Registration
I like eventbrite because its open and simple
Registration
I like eventbrite because its open and simple
Tweeting!
Jab, jab, jab, right hook
Don’t make the mistake everyone else does. Engage, engage, engage, then ask.
Email marketing… rule-based triggers
Learning Break: Drip Campaigns
Automate writing thank you’s. 8 bucks a letter. Thank you letters?
How much is your time worth?
Tourwrist lets you take virtual tours
Meeting space is a commodity... remember that the next time you negotiate!
Social Tables lets you virtually plan
Cvent supplier network advanced search lets you be a power user
Boomset automates badge/name printing
Eventfarm lets people check in faster
Check-in
Time tracking
Expenses
Wufoo is the most powerful, extensible survey tool….
Remember we don’t need vertical specific tools!
Just pick one number!
It’s directly connected to the financials.
It’s not imposed from on high. E.g. comes frmo everyone.
It doesn’t last forever
Geckoboard plugs everything together
Why just have mashed potatoes when you can have everything the restaurant has?
Why have a cheeseburger when you can have a buffet? A platform does everything at once.
And what’s better than a buffet? Potluck!
The winners will be open platforms. These platforms won’t just do everything, they will allow people to bring their own technology that will plug into the platform’s architecture.
Defining automation
Automation is a system of concepts.
Mechanization is the result of automation. It’s not automation by itself.