Lesson 3 BSHM 29
Lesson 3 BSHM 29
ENVIRONMENTAL SCANNING
AMONG THE THREE TYPES OF RESOURCES MENTIONED, HUMAN RESOURCE IS THE MOST
DIFFICULT TO UTILIZE, YET IS THE MOST VALUABLE RESOURCES OF AN EVENTS MANAGEMENT COMPANY.
STAFFING IS THEREFORE ANOTHER IMPORTANT FUNCTION OF AN EVENT MANAGER. THE PROCESS
INVOLVES RECRUITMENT, SELECTION, ASSIGNMENT, AND DEVELOPMENT OF THE ORGANIZATION’S HUMAN
RESOURCE REQUIREMENTS.
• PERMANENT EMPLOYEES, ARE THE STRATEGIC HUMAN RESOURCES OF THE COMPANY: THIS GROUP
REQUIRES AN INTENSIVE SELECTION PROCESS, WELL THOUGHT OUT COMPENSATION PACKAGE, AND A
SKILL DEVELOPMENT PLAN.
• VOLUNTEER INCLUDES ON-THE-JOB TRAINEES FROM UNIVERSITY AND OTHER NON-PAID STAFF WHO
PROVIDE FREE ASSISTANCE TO SATISFY PERSONAL OBJECTIVES.
• TEMPORARY HIRES ARE THOSE WHO ARE HIRED IN A CONTRACTUAL ORDER PROJECT.
MONEY AND MACHINE: THE FEASIBILITY STUDY.
THE EVENT CONCEPT PAPER PREPARED IN LESSON 1 GIVES THE GENERAL PURPOSE AND
DIRECTION FOR THE EVENT. FROM THIS POINT ON, MORE DETAILS SHALL BE ADDED TO THE PLAN. THIS CAN
BE DONE BY NARROWING THE OPTIONS THROUGH A FEASIBILITY STUDY.
AFTER SELECTING THE TOP THREE PROJECT IDEAS, SEGREGATE THE CLASS INTO THREE GROUPS
AND ASSIGN EACH GROUP WITH PROJECT IDEAS. EACH GROUP MUST THEN DO A FEASIBILITY STUDY FOR
THEIR ASSIGNED PROJECT IDEAS AS FOLLOWS:
DATA COLLECTION
DEMAND INFORMATION
GUIDE QUESTIONS:
IS THE EVENT NEEDED OR ATTRACTIVE?
BY OR TO WHOM?
WHY?
WHO ARE POTENTIAL SPONSORS, SUPPORTERS, AND PARTICIPANTS
SUPPLY INFORMATION
GUIDE QUESTIONS:
IF WE WILL STAGE THE EVENT, WHO WILL PROVIDE US WITH OUR LOGISTICS REQUIREMENTS?
WILL THERE BE SUPPORT FROM SCHOOL, FRIENDS IN THE INDUSTRY, AND OTHERS?
ARE SUITABLE VENUES AVAILABLE?
COMPENSATIONS INFORMATION
GUIDE QUESTIONS:
ARE THERE SIMILAR EVENTS WHICH HAVE BEEN STAGED IN THE PAST AND/OR HAPPENING
SOON?
IS THERE INDIRECT COMPETITION?
ARE THERE ALTERNATIVE ACTIVITIES?
HOW WILL THESE AFFECT OR ENHANCE YOUR EVENT?
SCHOOL RULES
GUIDE QUESTIONS:
WHAT TYPES OF ACTIVITIES ARE ALLOWED OR NOT ALLOWED IN THE SCHOOL?
WHAT FORMS NEED TO BE SUBMITTED?
WHAT IS THE PROCESS ALL THE REQUIREMENTS?
PLAN
ASSIGN A PERSON FOR EACH TASK. IT IS GOOD TO MAKE LONG LIST OF TASKS AND SET A
LOT OF DEADLINES BUT UNLESS YOU ARE CLEAR ON WHO WILL ACTUALLY CARRY OUT THE TASK,
THIS WHOLE PLAN MAY NOT WORK. THE MOST IDEAL WAY TO DIVIDE TASKS AMONG THE CLASS IS BY
ASKING FOR VOLUNTEERS. BECAUSE THIS SURE INTEREST AND PERHAPS COMMITMENT FORM THE
VOLUNTEER. IT IS IMPORTANT INTO CONSIDERATION THE TALENT AND INTEREST OF A PERSON WHEN
ASSIGNING THEM TO A PARTICULAR TASK.
SCHEDULING
THE BASIC PROCEDURE IS TO WORK BACK FROM DEADLINES WHICH ARE DIFFICULT TO
CONTROL. FOR EACH OF THESE TASKS, THE COMMITTEE HEADS MUST ASK THREE KEY QUESTIONS:
1. HOW LONG WILL IT TAKE?
2. WHAT OTHER TASKS MUST BE COMPLETED BEFORE THIS ONE CAN BE STARTED?
3. WHAT OTHER TASK CAN ONLY BE STARTED AFTER THIS TASK HAS BEEN COMPLETED
THE BUDGET
A BUDGET US THE ESTIMATE OF REVENUE AND EXPENSES. BUDGET PROVIDES DATE IN AN EVENTS
FUNDING REQUIREMENTS AS WELL AS A MEANS TO MONITOR EXPENSES. A DETAILED BUDGET SHOULD BE DRAWN
UP AS SOON AS POSSIBLE AFTER THE EVENT CONCEPT HAS BEEN FINALIZED AND APPROVED. BE CAREFUL IN
MAIN BUDGET ESTIMATE, GET A COPY OF TERMINAL REPORT OF A SIMILAR PREVIOUS EVENT TO HELP MAKE AN
ESTIMATE. PROVISION SHOULD BE MADE FOR BUDGET REVIEW AND ADJUSTMENT IN THE BUDGET. ASS IT
ACCUMULATES DATA WILL BECOME A VALUABLE BASIS FOR BUDGETING FOR SUCCEEDING EVENTS. THIS ALSO
HELPS EVERYONE MONITOR AND ENSURE FUNDS FOR EVENT.
MAJOR BUDGET ITEMS INCLUDE COST, REVENUE, BREAK-EVEN POINT AND CASH FLOW:
1. COST – THE EXPENSES OR HOW MUCH IT WILL TAKE TO STAGE THE EVENT. COST CAN BE FIXED OR VARIABLE.
2. REVENUE – HOW MUCH THE EVENT EARNS IN GROSS RECEIPT. REVENUE SOURCES INCLUDE SPONSORSHIP,
EXHIBIT, SPACE RENTAL, ADVERTISING SPACE IN SOUVENIR PROGRAM OR DIRECTORY EXHIBITORS.
3. BREAK-EVEN POINT – THE MINIMUM POINT WHERE REVENUE MEETS COST. IT IS DISCUSSED IN DETAILS IN THE
NEXT UNIT UNDER ACCOUNTING PRINCIPLE.
4. CASH FLOW- THE SCHEDULE OF CASH INFLOW AND OUTFLOW. CASH NEEDS TO BE READY AT HAND WHEN
YOU NEED IT.
SECURING APPROVALS AND PERMIT
SECURE THE APPROVAL OF SCHOOL AUTHORITIES, LIKE DEAN OR VICE PRESIDENT FOR
ACADEMIC AFFAIRS. FOLLOW THE CHAIN OF COMMAND. FOR CORPORATIONS, SECURE
APPROVAL FROM THE MANAGEMENT OR PRESENT THE STUDY TO THE CLIENT. ADJUST THE
DETAILS ACCORDING TO THE FEEDBACK ON THE PRESENTATIONS. MAKE SURE THAT YOU GET
THE SIGNATURE OF APPROVING AUTHORITIES ON THE FINAL PROPOSAL FOR RECORD
PURPOSES AND TO AVOID FUTURE COORDINATION PROBLEMS.
VENUE SELECTION
VENUE SELECTION AND LAYOUT PREPARATION
UNDER THIS IS THE VENUE SELECTION PROCESS. THE EVENT VENUE IS S CRITICAL FACTOR FOR
THE SUCCESS OR FAILURE OF AN EVENT. THERE ARE VARIOUS THINGS TO CONSIDER WHEN SELECTING
THE VENUE FOR YOUR EVENT AND HERE ARE THE STEPS TO DO
2 DECIDE ON THE FLOOR PLAN AND/OR THE SEATING ARRANGEMENT IF THE PROGRAM REQUIRES GUEST
TO BE SEATED.
TYPES OF SEATING
ARRANGEMENT
CLASSROOM
THEATER
U-SHAPED
BANQUET
COCKTAIL
3 GATHER INFORMATION ON VENUE USED BY SIMILAR EVENTS AND OTHER SUITABLE VENUES IN
THE AREA WHERE MOST ATTENDEES ARE COMING FROM.
4 PREPARE THE REQUEST FOR PROPOSAL (RFP). RFP IS A LETTER THAT SAYS YOU WOULD LIKE
TO KNOW THE COST OF AVAILING A SUPPLIER’S SERVICES, SUCH AS VENUE RENTAL. THE LETTER
INDICATES THE GENERAL EVENT INFORMATION AND LIST OF REQUIREMENTS.
5 PREPARE A SITE INSPECTION LIST. WHEN THE PROPOSAL ARE IN, DO AN OCULAR OF THE
VENUES THAT HAVE SUBMITTED A PROPOSAL. OCULAR MEANS SITE INSPECTION OR VISIT TO SEE
IF THE VENUE INDEED SATISFIED THE CRITERIA.
6 AFTER THE OCULAR, EVALUATE THE PROPOSAL FAIRLY AND MAKE SURE YOU RESPOND TO ALL
THOSE WHO SUBMITTED A PROPOSAL, WHETHER THEY ARE ACCEPTED OR NOT.
REGISTRATION AND SECRETARIAT
YOU WILL NOTICE IN THE EXHIBITION WITH THE LABEL “REGISTRATION AREA” TO
REGISTER MEANS TO BE OFFICIALLY IN THE RECORD EVENT MANAGEMENT, REGISTRATION
SERVES MANY FUNCTION
1 FOR MEETING
PRE-REGISTRATION OR REGISTRATION PRIOR TO THE EVENT HELPS ANTICIPATE THE
NUMBER OF CONFIRMED PARTICIPANTS AND MAKE THE NECESSARY ADJUSTMENT.
ON-SITE REGISTRATION HELPS MONITOR ACTUAL ATTENDANCE OF PARTICIPANTS
2 FOR EXHIBITION
EXHIBITOR ARE MONITORED SEPARATELY FROM THE VISITOR. AS DISCUSSED IN PREVIOUS
LESSON, EXHIBITORS ARE THOSE WHO RENT SPACES IN AN EXHIBITION CALLED BOOTH
WHERE THEY DISPLAY AN PROMOTE THEIR PRODUCTS AND SERVICES.
PRE-REGISTRATION FOR VISITORS HELPS ANTICIPATE THE SIZE OF THE CROWD AND
LESSEN PEOPLE REGISTERING ONSITE.
ONSITE REGISTRATION IS A MEANS TO SECURE THE SITE BY KNOWING WHO CAME IN. IT
ALSO SERVES A MARKETING PURPOSE IF SPONSORS NAME/LOGO ARE INCLUDED IN THE
REGISTRATION KIT AND DISPLAYED IN THE REGISTRATION AREA.
REGISTRATION IN EVALUATING THE OUTCOME OF THE EVENT AND PLANNING FOR THE NEXT
ONE. REGISTRATION FORMS ARE A VITAL SOURCE OF INFORMATION, AS THEY MAY INCLUDE
ATTENDEES NAME, PROFESSION, ORGANIZATION REPRESENTED, REFERENCE AND ETC. BUT
WE MUST MAKE SURE THE REGISTRATION PROCESS DOESN’T MAKE ATTENDEES WAIT
BECAUSE IT MAY DISCOURAGE THEM.
STAGE DESIGN
THE STAGE MUST BE DESIGNED WITH CARE, BECAUSE THE ATTENDEE’S ATTENTION IS
USUALLY FOCUSED ON THE STAGE FOR PROLONGED TIME DURING THE PROGRAM. THERE ARE
VARIOUS THINGS TO CONSIDER WHEN DESIGNING THE STAGE, SUCH AS:
1. FUNCTION OF THE STAGE. NOT ALL EVENT NEEDS AN ELEVATED STAGE. IT IS THEREFORE
IMPORTANT TO UNDERSTAND WHAT THE STAGE IS FOR. THE PROGRAM WILL HELP YOU
DETERMINE THE FUNCTION OF THE STAGE IS FOR. THE PROGRAM WILL HELP YOU
DETERMINE THE FUNCTION OF THE STAGE FOR PARTICULAR EVENT. YOU MUST CONSIDER
TWO POINTS OF VIEW WHEN DESIGNING A STAGE: THE AUDIENCE FOR THE SPEAKER. WILL
THE AUDIENCE SEE WHAT IS HAPPENING ON THE STAGE? WILL THE SPEAKER KNOW HOW TO
MOVE AROUND THE STAGE AND REACH OUT TO THE AUDIENCE?
2. CREATIVITY. SINCE THE ATTENDEE’S ATTENTION WILL BE AFFIXED TOT EH STAGE MOST OF
THE TIME, THE STAGE MUST LOOK PLEASING.
EVENT MARKETING
MARKETING PLAN
THE NEXT STEP IS TO DECIDE HOW TO GET THERE. DO THIS BY IDENTIFYING: MARKETING MIX, AND
MARKETING TOOL:
PRODUCT- WHAT THE EVENT OFFER, IS THE PROGRAM ENOUGH TO PROVIDE EXPECTED EXPERIENCE?
PRICE- COST OF ATTENDING. CAN THE TARGET AUDIENCE AFFORD THE TICKET PROOCE AND IS THERE A NEED TO
OFFER GROUP DISCOUNT?
CONVENIENCE- IS IT EASY TO BUY THE TICKETS AND FIND VENUE?
PROMOTION- DO YOU HAVE THE RIGHT COMBINATION OF MARKETING TOOLS TO COMMUNICATE THE EVENT’S
POSITIONING?
POSITIONING- HOW YOU PRESENT YOUR EVENT TO THE PUBLIC, THEREBY CREATING EXPECTATIONS TO AN
EXTENT.
AFTER PROVIDING A LIST OF SOLUTIONS TO THE QUESTIONS ABOVE, SELECT THE MARKETING TOOLS WHICH
BENEFIT YOUR TARGET AUDIENCE. HERE ARE SOME COMMONLY USED MARKETING TOOL FOR EVENT:
PRINT: POSTER, FLYER, PRINTED PROGRAM, TICKET, POSTCARDS, ETC.
INTERNET-BASED MATERIALS: WEBSITE, BLOGS, SOCIAL NETWORKING SITES AND EMAILS.
OUTDOOR ADVERTISING: BILLBOARD STREAMERS, ETC.
PERSON-TO-PERSON: TELEMARKETING, DOOR-TO-DOOR CAMPAIGN, REFERRAL PROGRAMS, ETC.
A SPONSOR IS AN INDIVIDUAL OR A GROUP THAT PROVIDES SUPPORT TO AN EVENT,
WHETHER FINANCIALLY OR THROUGH THE PROVISION OF PRODUCTS OR SERVICE, IT IS A SOURCE
OF REVENUE FOR THE EVENT. IF YOU PLAN TO INVITE SPONSORS TO SUPPORT YOUR EVENT, YOU
HAVE TO:
1. IDENTIFY THE EXPENSE ITEMS IN YOUR BUDGET WHICH CAN BE PROVIDED BY SPONSORS AND
PREPARE SPONSORSHIP PACKAGES BASED IN THIS:
2. IDENTIFY INDIVIDUALS AND COMPANIES WHOSE BUSINESS OBJECTIVES ARE ALIGNED WITH YOUR
EVENT OBJECTIVES, BECAUSE THIS WAY, YOU WILL GET BETTER CHANCES OF APPROVALS:
3. SEN OUT THE SPONSORSHIP LETTERS AND FOLLOW UP
BRANDING
CREATING A BRAND MEANS CREATING A NAME AND LOGO FOR AN EVENT OR SERIES OF
EVENTS. BRANDING PLAYS A CRITICAL ROLE IN PROMOTING EVENTS, ESPECIALLY THOSE THAT ARE
HELD ON A REGULAR BASIS. AN ANNUAL FESTIVAL OR TRADE SHOW NEEDS A GOOD BRAND TO
ATTRACT MORE VISITORS ONE YEAR AFTER ANOTHER, EVEN IF COMPETING SHOWS ARE CREATED
EVERY NOW AND THEN.
EVENT PROGRAM
PARTS OF A PROGRAM
4. WORK WITH YOUR SUPPLIER, ESPECIALLY YOUR BOOTH CONTRACTOR, WHEN WRITING THE
MANUAL.
5. MAKE SURE THAT CUT-OFF DATES AND DEADLINES ARE CLEARLY INDICATED AND
PROMINENTLY DISPLAYED.
6. ASSIGN ONLY ONE PERSON TO WRITE THE MANUAL.
7. INCLUDE A SURVEY FOR ABOUT THE MANUAL TO GET THE FEEDBACK FROM YOUR
EXHIBITORS
8. CATEGORIZE THE INFORMATION INTO SECTIONS.
10. GET ALL EXHIBITORS TOGETHER FOR A BRIEFING SESSION TO DISCUSS THE CONTENT OF THE
EXHIBITOR’S MANUAL AND THE FLOW OF THE SHOW.
RISK MANAGEMENT
• WHAT IS A RISK?
THE DICTIONARY DEFINES RISK AS THE POSSIBILITY OF LOSS OR INJURY. THUS, RISK
MANAGEMENT IS THE ASSESSMENT OF RISK AND THE MEASURES TAKEN TO ALLEVIATE ITS EFFECTS:
1. RECOGNIZING THE NEED AND IDENTIFY THE RISK
2. REACTING TO THE NEED AND KNOWING WHAT CAN BE DONE TO MITIGATE LOSS
A RISK MAY STEM FROM BOTH MAN-MADE AND NATURAL DISASTER AND ACCIDENTS. EXAMPLES OF
RISK TO CONSIDER DURING THE EVENT INCLUDE FIRE, EARTHQUAKE, BOMB THREAT AND OTHER
CRIMES OR ACTS OF TERRORISM
FIRE
MAKE SURE THE ALARMS ARE WORKING BEFORE THE EVENT, AND EMERGENCY NUMBERS ARE
INCLUDED IN THE EXHIBITOR’S MANUAL AND STAFF GUIDE AND POSTED IN THE SECRETARIAT. WHEN A
FIRE IS INDEED HAPPENS, CALL THE FORE STATION AND EVACUATE.
BOMB THREAT
WHILE MOST BOMB THREATS ARE PRANK, SUCH THREATS MUST ALWAYS BE DEALT WITH
CAUTION. HERE ARE SOME TIPS ON WHAT YOU MUST DO WHEN YOU RECEIVE A BOMB THREAT AT AN
EVENT: NOTE THE EXACT TIME OF CALL AND NOTE THE DETAILS, TRY TO KNOW WHAT TYPE OF BOMB IT
IS. INFORM THE PERSON IN CHARGE OF SECURITY AND THE TOP MANAGEMENT AS SOON AS POSSIBLE.
TYPHOON
INSURANCE
1. PARTIES. AN AGREEMENT USUALLY STARTS WITH THE IDENTIFICATION OF THE PARTIES WHO UNDERTAKE THE
PROMISES, WHAT BUSINESS THEY ARE IN, AND THEIR ADDRESS.
3. BODY OF THE AGREEMENT, THIS IS THE WORKING OR OPERATIONAL PART OF THE DOCUMENT WHICH INDICATES
ALL THE DETAILS OF THE PROMISES INCLUDING THE PAYMENT TERMS AND THE SIGNIFICATIONS OF THE PRODUCT
OR SERVICE TO BE DELIVERED IN EXCHANGE IF THE PAYMENT.
4. INTEGRATION CLAUSE. THIS INDICATES THAT THE AGREEMENT IS THE ONLY AGREEMENT BETWEEN THE PARTIES
WITH RESPECT TO THE MATTERS OVERSEE IN THE AGREEMENT MAY ONLY BE AMENDED IN WRITING.
5. SIGNATURE. THE CLOSING SIGNATURE SECTION SHOULD BE MENTIONED THAT THE PARTIES INTEND TO BE
LEGALLY BOUND BY THE AGREEMENT. IN THE PHILIPPINES, A NOTARY PUBLIC MUST AFFIRM THE AGREEMENT.