Meeting Planner Check List

Pre-Planning

  • Preliminary budget
  • Hotel selection
  • Site inspection
  • Room block
  • Meeting space requirements/breakouts/set-up & rehearsal
  • Hotel accommodations: on own or master account
  • Online Web Registration
  • Reservation Method: rooming list, calls in, reservation card or housing bureau
  • Pre-and post stays
  • VIP upgrades
  • Suite requirements
  • Staff rooms
  • Complimentary allotment
  • Dates of VIP arrivals
  • Speaker needs or speaker ready room
  • Special needs of certain guests
  • Security needs
  • Photographers
  • Signing of the contract
  • Off-site venues
  • Activities: golf, tennis, spouse tours
  • Telephones
  • Registration area (message board)
  • Office with fax, copiers, etc.
  • Computer requirements
  • Electrical requirements
  • Press attendance
Transportation needs
  • DMC selection
  • Airline selection and ticketing
  • VIP pick-up and departures
  • Airport transfers
  • Transfer to off-site venues
Audio Visual needs
  • Do you work with a certain A.V. company or sub-contract out
  • Sound system
  • Video taping
  • Teleconferencing
  • Staging with A.V.
  • Rear screen or front screen projection

 

Promotions/Printing
  • Sending out initial letter/brochure
  • Ordering and sending out reservation cards
  • Brochure of hotel in mailing
  • What needs to be printed
  • Enticer mailings or corporate promotional gifts
  • Signage
Food and Beverage
  • Continental Breakfast or Full breakfast
  • AM and PM breaks
  • Lunch - deli, buffet or sit-down
  • Reception (light or heavy)
  • Dinner (formal or theme)
  • Hospitality suite
  • Music/entertainment
  • Flowers for tables, decorations, props, plant rentals, etc.
Pre-Arrival
  • Badges
  • Putting together binders
  • Site inspect off-property events
  • Meet with convention services manager and A.V. specialist
  • Locate all boxes that were shipped
Arrival
  • VIP Amenities
  • Pre-conference
On-Site
  • Daily review of master account
  • On-site registration
Departures
  • VIP transfers
  • VIP airline departures
  • Meeting evaluation
  • Gratuities and tipping
  • Speaker and staff expenses
Shipping
  • How fast do the materials need to be shipped back
  • Special shipping requirements
After Departure
  • Billing