2
Round Table Introductions
–Name
–Company
–Regional Association
–One thing you hope to learn today
Learning Objectives• State 6 critical steps to assure you have a successful meeting
• Identify resources for locating and securing industry and non‐industry speakers
• Implement sample planning tools
• Determine your target audience and decide which program format is right for your event
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Group Discussion
What best practices does yourWhat best practices does your association have that drives attendance at your education event?
Determine Who, What, When, and How …
HISTORY…Review historical records, past sessions, evaluations
ANALYSIS OF NEEDS…what does your market/audience need? (WHAT)
TARGET AUDIENCE…suppliers/distributors/key decision makers, sales etc. (WHO)
TOPIC…develop curriculum/content (WHAT)
CALENDAR …annual planning (# of programs) – see the forest not the trees! (WHEN)
OBJECTIVES…Define learning/event objectives (WHAT)
METHOD…Establish how best to deliver the content: live, online, etc.(HOW)
FORMAT…Details of content delivery setup (WHO, HOW)
EVALUATION…What will your ROI be? Key success metrics?
4
Professional Development Road Map to Results
STEP 1Needs Analysis
STEPS 2 & 3Program
Development & Success Metrics
STEP 6Post Mortem, Administration
ROI &Value
The Roadmap you need to succeed!
STEP 4Marketing & Promotion
STEP 5Implementation
succeed!
STEP 1: Needs Analysis Gather Data
History ‐ Looking back at the past can help us learn for
Step 1
the future. Review historical records, past session content
and evaluations.
Analysis of Needs ‐What do your members
need/want to learn?
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Determine Direction & What you want to accomplish
Target Audience
Step 1
Select Topic
Balance the schedule of educational sessions with time for networking and recreation
Don’t be all things to everyone, all the time. Be targeted and decisive in what you are offering and how.
Step 2 – Specify the DetailsLearner Objectives
What is an objective?Obj i
Step 2
Objectives are statements that communicate the desired or intended
outcomes of an event.
6
Specify the Details Method of Delivery
In person – Classroom setting
Step 2
In person Classroom setting
In person – Simulations
Online/Digital
Ask the Expert Panel
Co partnering
What have you found that your audience wants/needs most?Co‐partnering wants/needs most?
Specify the DetailsProgram Formats
In person classroom setting
Lecture
Discussion
Step 2
Interview/Ask the Expert
Panel
Roundtables
Online
Webinar
Podcast
Simulations
Demonstration
GamesPodcast
Role‐playing
Case Study
Debate
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The Meeting Planning Process
Step 2
When
Where
Food & Beverage
Audio / Visual
Speaker Selection
Types of Speakers
• Panels
Step 2
• Panels• Industry• Non‐industry• Professional • KeynotesA k th E t
Each presenter has their own unique delivery style and preference
• Ask the Expert
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Speaker ResourcesAmerican Society of Training and Development www.astd.org
American Society of Association Executives www.asaecenter.org
Association Media and Publishing www associationmediandpublishing org
Step 2
Association Media and Publishing www.associationmediandpublishing.org
American Marketing Association www.marketingpower.com
Meeting Professionals International www.mpiweb.org
National Speakers Association www.nsaspeaker.orgThe PPAI Professional Development Team!
PPAI Webinars/Live Event Agendas (WLC/NALC/Technology Summit/Product
Responsibility Summit/Expo/Expo East)
Newslink/PPB/PCT/Signature (Association Media and Publishing) publications/ / / g ( g) p
Local chamber of commerce/Other Regional’s
Members
Group Shout Out
Who is the best presenter you have h l
Step 3
seen present in the last 2 years?
What has made them effective?
H did ?How did you measure success?
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Step 3 ‐ EvaluationDefine Success
•Relate back to objectives
Step 3
•Relate back to objectives
•Success metrics
•ROI
•Increase attendance
Speaker ManagementAKA “Herding Cats”• Speaker Invitation
• Speaker Referral
Step 3
p
• Speaker Agreement
• Collect Speaker Information/Plan B
• Submit Certification Program Requestto PPAI PD Certification Team
• Pre‐event Calls w/ Speakers
• Keep Speaker Log w/ Feedback
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Step 4 – Marketing & Promotion
• Direct mail/email
/newsletters
• Cross‐regional promotion
• Circle of influence
Step 4
/
• Voice blasts/text messages
• Advertising
• Social media
• Event partners
• Sponsorships
• Twitter promotions
• Personal invite cards
• Event partners
• Website
Group Shout Out
What marketing/promotional
Step 4
What marketing/promotional tactics are working best for your regional association?
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Sponsorships/Partners Step 4
Step 5 – Onsite Implementation
•Plan, plan, plan!
•Make list and cross‐check!h
Step 5
•Arrive early
•Check and double check•Room Setup
•A/V Setup
•Greet Speaker
•Practice Run
•Handouts/Evaluations
Expect the unexpected…it will most likely happen –
prepare for it
•Handouts/Evaluations
•Introduce speaker – provide background and hype!
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Step 6 – Post Event Evaluation Survey (attendees/speakers)
Types of surveys (onsite/Survey
Step 6
Types of surveys (onsite/SurveyMonkey)
Response rate tip – tie completion of survey to certification credit to increase response rates
It’s a wrap!Post‐event Wrapup / Check List
• Post‐mortem analysis • What went well
Step 6
• What would you do different• Speaker evaluation – send to speaker• Attendance summary • Results against objectives, success metrics
•Maintain historical information
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Q&A
Start where you are.
U h t hUse what you have.
Do what you can.
Arthur Ashe
Your PPAI Professional Development Team
William PooleProfessional Development CoordinatorWilliamP@ppai org
Julie AlcaroManager, [email protected]‐258‐3025 [email protected]
972‐258‐3059
Rachel RobichaudDirector of Professional [email protected]‐258‐3030
972‐258‐3025
Stacy RiddlerAssociate Manager, Professional [email protected]‐258‐3018
Jody MelloAssociate Manager, Professional [email protected]‐258‐3026