Chapter 6: Domain 5: PO 1 Flashcards

1
Q

For whom are internal meetings and events held?

A

Internal stakeholders only: staff, executives, managers, board member, volunteers, donors, and anyone involved with the inner workings of an organization.

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2
Q

Departmental meetings

A

Review policies, procedures, goals, projects, and progress reports; vary in frequency from daily to monthly depending on management style and goals.

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3
Q

Decision-making meetings

A

Set goals and objectives or solve problems.

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4
Q

Brainstorming sessions

A

Generate new ideas.

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5
Q

Forecasting meetings

A

Look at industry trends and predict new market behaviors.

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6
Q

Training seminars

A

Educate staff on procedures, technology, or other skills.

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7
Q

Committee meetings

A

Review specific projects

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8
Q

Executive meetings or retreats

A

Gather high-level leaders, usually for strategic planning or executive-level decision making.

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9
Q

Board meetings

A

Bring executives together with a governing organizational body.

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10
Q

Ad hoc meetings

A

Address a specific problem or task and may be called at any time.

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11
Q

Task force meetings

A

Advance work on a single defined activity and occur most frequently in military, nonprofit, & governmental organizations.

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12
Q

Companywide meetings & events…

A

…range from celebrating holidays and recognizing achievements to motivating employees to handle crises or communicating policy changes.

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13
Q

External meetings and events…

A

…bring staff or internal stakeholders together with external stakeholders, who may include clients, customers constituents, community partners, vendors, or media–anyone outside an organization who has (or could have) a vested interest in it, its products, or its services.

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14
Q

Client-facing meetings

A

Seek feedback from the company’s clients or customers, troubleshoot problems, serve clients, or propose new business partnerships.

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15
Q

Product launches

A

Introduce potential buyers, the media, and customers to new products.

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16
Q

Multi-day or one-day conferences (congresses)

A

Provide discussions & education on topics of interest, usually with some combination of large general (keynote or plenary) sessions & breakout (concurrent or parallel) sessions & potentially a trade show.

17
Q

Trade shows (expositions or exhibitions)

A

Connect buyers with sellers and sometimes offer keynotes or on-floor education.

18
Q

Gala events

A

Raise money or awareness typically for nonprofits.

19
Q

Press conferences

A

Allow company spokespeople to make important announcements to the media.

20
Q

Shareholder meetings

A

Inform investors of company progress & performance & often include votes on procedural measures &/or nominees for the board.

21
Q

Effective internal staff meetings…

A

…understand the event owner’s goals and objectives for the meeting.

22
Q

Effective internal staff meetings…

A

…Invite only those staff members who are necessary for delivering on the meeting’s goals. (Remember: not everyone needs to be present!) Top load the agenda with items of universal concern, & release people as the meeting moves on to topics that don’t require their input.

23
Q

Effective internal staff meetings…

A

START AND END ON TIME!

24
Q

Effective internal staff meetings…

A

If people begin side conversations, take a moment to bring attention back to the discussion at hand; ask if they would like to contribute; do not let people talk over each other; involve participants who haven’t yet contributed by asking for feedback or opinions.

25
Q

Effective internal staff meetings…

A

Take (or assign) meeting minutes or notes of what has been agreed to, acted on, & any next steps; remember–you’re not creating a verbatim document!

26
Q

Effective internal staff meetings…

A

Assign deadlines for action items or projects (dates/times) & owners; if owner is a department or team, determine a team leader.

27
Q

Effective internal staff meetings…

A

If discussions lead people away from the agenda suggest those items be tabled to separate meetings/emails.

28
Q

Effective internal staff meetings…

A

Schedule follow-up meetings for any emerging problems or challenges that do not have clear, immediately actionable solutions.

29
Q

Effective internal staff meetings…

A

Review decisions, action items, new project leaders, project teams, & deadlines before the meeting’s conclusion.

30
Q

Effective internal staff meetings…

A

Set the next meeting’s date & as a procedure for project leaders to report & share progress. (Routine meetings such as departmental, management, or board meetings, be consistent! Mondays at 9 am, every third Tuesday, etc).

31
Q

Effective internal staff meetings…

A

Send meeting notes to particpants and other concerned parties.

32
Q

Go over Meeting and Event Planning and Management Section! (pgs. 168-171)

A

Go over Meeting and Event Planning and Management Section! (pgs. 168-171)

33
Q

What is a request for proposal (RFP)?

A

Formal documents outlining event needs that need administrative professionals can submit to various vendors to provide bids or cost estimates. NEVER use RFPs for research; only use them when stakeholders are ready to stage the event.

34
Q

What information should the RFP contain?

A
  • Contact information
  • Company information
  • Event goals & objectives
  • Response deadline
  • Decision dates
  • Proposed event dates, alternates, & flexibility.
  • Event start and end times
  • Event type
  • Anticipated attendance number
  • Space requirements & flexibility
  • Special activities
  • Number of hotel rooms per night
  • Budget parameters (desired room rate, maximum allowable per diem)
  • Food and beverage requirements
  • Audiovisual requirements
    *Transportation requirements