Strategic Meetings Management Programs: Our Journey

It is not because things are difficult that we do not dare, it is because we do not dare that things are difficult.”

- Seneca Today I had the great pleasure of speaking at the PCMA Education Conference on the topic of Strategic Meetings Management with Kevin Iwamoto, VP of Enterprise Strategy for Active Networks. Kevin is a person I would call "the father of strategic meetings management," and it was an honor to share the stage with him.  Myself? Well I have about a solid month of strategic meetings management experience (plus 5 years of on-again, off-again research on the subject!) My company began exploring an SMMP about 5 years ago, in partnership with our Travel Procurement team. That first attempt at an RFP resulted in so many requirements and wishlist items that the final printed file comparing responses was a 6 foot by 7 foot Excel spreadsheet! Completely incomprehensible, overwhelming, and was actually laughed at and put in the storage closet.  So I made a friend in the procurement department and we began to exchange war stories. Together, we had informational sessions with a number of SMMP providers, and we explored from more of an RFI point of view, rather than an RFP. We even lightly and non-contractually partnered with a company that could act as an SMMP resource for teams to leverage if they needed event venue sourcing support.  A few procurement directors and event marketing directors later, we tried it again, but couldn't get any traction with leadership at all.   Finally, last year our company launched a savings initiative, seeking ideas from leaders within the company on how we can save money by doing simple things. My procurement team and I submitted the idea that we can save over $2M annually by implementing an SMMP (knowing full well that other companies our size have saved upwards of $10M by implementing programs like this!). We dusted off our RFI and RFP responses and began to evaluate what we really wanted out of this program. By bringing us back to the objectives for the program (tracking meetings spend, mitigating contract risk, etc.), we were able to identify the true benefits of the program and what was really important to the company. While the first 4 RFPs were led and directed by procurement, this last one was supported by procurement with the event team writing the RFP document and evaluating the responses. Procurement managed the RFP process, scheduling, and support of the respondents.    We determined that we did not have the funding to implement a fully-scoped SMMP at first, but allowed competitors with technology solutions to bid anyway to get a full understanding of the possibilities and what a full program could look like for us in the future. We knew that we needed to land on a solution that would be covered with commission-able rates.  As we rolled out the program, we got three consistent responses from team members:  1) They were concerned that we were forcing them to select the cheapest property – which is by no means the case. This process is simply to get competitive bids. Full control lies with the event manager to determine which property they wish to use.  2) Event managers claimed that it’s faster to just call their national rep or local hotel contact, rather than fill out a form and wait on our SMMP to get back to them. As they’ve starting using the SMMP, though, they find that a 5-minute form and 10 minute conversation with their SMMP rep is much better than leaving 3 voicemails with their hotel contact and negotiating concessions on their own!  3) Our APJ team has some team members who firmly believe they will get better pricing going direct. We have not fully rolled this out yet in the region, so we will continue to operate in pilot mode this year as we determine what the realities are in the region.  The event team had concerns about moving to an SMMP for fear that they could no longer use some of the event management agencies they are comfortable with on large-scale programs. We agreed that any large program where the event management agency would use commission-able rates to lower their fees could continue to be used. If, however, the team was going to hire an agency specifically for a venue search, they should use the SMMP. Knowing that this would be a giant change for our teams, we agreed with our SMMP provider that we would take year one and operate as a pilot program. We have monthly check-ins with team members to discuss bumps and bruises and get our program working smoothly. Once the 1-year pilot ends, we will evaluate together the results of the program and determine if it is beneficial to continue with an official 2-year agreement.  We agreed to roll out the program in the US and EMEA, and roll out to APJ and LatAm later in the year. However, the APJ and LatAm teams were excited to try out the program and have begun leveraging the SMMP already as well.   We have worked hand-in-hand with procurement to draft policies, review addendums, write blog posts, send corporate-wide emails, and craft a newsletter to keep everyone informed of the program, the available venues where cancellations have happened, and hot dates and rates from our SMMP. The Event marketing team has taken the lead on rolling out training to the corporate admins, and the procurement team continues to be involved as the program involves.  We’ve had the program rolled out for about a month now (48 programs are in process with a handful having been contracted) and are already seeing an average 10% savings off of the catering-only events, and 20% off the events with room blocks that have been contracted through the program.  With the savings, event owners are able to show higher ROI from revenue generated from their customer-facing events, or are able to use the money saved for more strategic investments like speaker fees or marcom collateral. Event managers are thrilled to not have to worry about contract clauses and concession negotiations.  And even more thrilled to not have to wait on legal and procurement to review contracts!  From a procurement standpoint, by tracking our meeting and event venue usage, we are able to drive more business to our preferred hotel brands and thus negotiate even better corporate rates for the future based on volume. We are also able to have great conversations with A/V companies in these properties to drive those costs lower on volume, as well.  By reducing the logistical costs of the events for customer-facing activities, we will increase the total income earned from the converted revenue, while not reducing the attendee experience in any way.  If your company is exploring a strategic meetings management program, I highly recommend picking up Kevin's book from Amazon as step number 1! Step number 2 is to develop perseverance. You  will try to launch a program. It will fail. You may try again unsuccessfully. You might even give up for a while. But keep at it! Eventually, the stars will align and you will have the right leadership in place to support your goals.  Step 3 is to develop the right partnerships between marketing and procurement. Get the right people on board to help each other, develop relationships that are open enough to allow honest conversations about problems and outcomes.  Step 4: go forth and conquer. It won't be easy. But it will be worth it.

Why Social helps remote attendees

"Events are the original Social Media."
  - Liz Lathan

It's my mantra. :-) And on days like yesterday and today, I'm really living by it! South by Southwest 2012 (know as SXSW) is taking place in Austin, Texas, and my husband is attending live and in person. I, however, am home with our 4-year-old and our dogs who just had surgery. I'll get to join in the fun tomorrow, but in the meantime, I'm keeping up with the scene via Twitter, Facebook, Pinterest, and the various live blogs going on.

The social pipe from SXSW is insane. Every refresh of my social tool Hootsuite brings up like 400 new posts. Every picture I see of sessions has 80% of the attendees looking down at their digital device (presumably taking notes or posting about the speakers' thoughts).

Tips that I'm picking up from being a remote attendee this weekend are:

Ensure that your hashtags are available to remote folks. I can find the hashtags of the sessions I like on the sxsw.com website, so I can filter the feeds for the sessions I want to follow. Yesterday, I spent an hour following #sxswi #whedon to keep up with the Joss Whedon session I so desperately wanted to be at.

Enlist in live blogging or live tweeting help. Thanks to the good folks at Snarkmarket, I was able to watch live blogging of the aforementioned Joss Whedon session of the conference. The blogger was a guy from NPR who did a great job of paraphrasing the fireside chat, the audience questions, and Joss's responses. Pairing that with the Twitter feed made me feel like I was there! I was privy to the floor seating outside of the session because it was so packed. And I even was privy to the high five that Joss gave an attendee on his SuperBetter quest!

Have a Pinterest board. Here's one I'm not seeing yet from SXSW. I search for SXSW and I just get a few results. I heard that some brands were doing Pinterest boards, but I haven't found them yet. From the Tweet stream, I know Pinterest is the hot topic at SXSW, so now we have to go figure out how to make it work, how to make it work for events...and how to monetize it!

Check the stats. The social pipe from SXSW is insane. I can't keep up. But the SXSW organizers must be loving it! Make sure your company has a Social Media Listening Center - doesn't have to be as sophisticated as Dell's (http://twitpic.com/8t7804), but someone should monitor the feed, the statistics, and the tone of the conversations happening at and around your event.

More posts to come after I actually get my chance to BE at SXSW tomorrow!

Rethinking QR codes

Creativity, as has been said, consists largely of rearranging what we know in order to find out what we do not know. Hence, to think creatively, we must be able to look afresh at what we normally take for granted. 

  - George Kneller

In response to my recent post about my frustration with the uselessness of QR codes, a dear friend introduced me to a friend of hers who is an expert on the subject. So today I had a great chat with Andy Meadows at a company called 44Doors.

Andy's task today was to convince me that QR codes are not, in fact, useless. He began with real use-cases (albeit in a consumer setting) of nightclubs who seek to better serve their customers. In a loud, crowded place, it can be hard to get your waitstaff to come to your table, but with a QR code, and a socially enabled waitstaff, you can let them know that you need another bottle of bubbly at table 10. 

Clever. Didn't really fit into my event needs, beyond the really cool exciting thing we're planning at Dell World this October (which I will tell you all about afterwards!). 

My biggest complaints about QR codes are as follows:

1. Less than half of attendees have a QR reader on their phone. 
2. The half that don't have them, don't know how to get them. 
3. The half that do have them, spend a laughable amount of time trying to get them to work at varying distances from the source QR code image. 
4. When you do get them to work, they tend to either take you to a contact form (which most of us are highly unlikely to complete on our phones), or they take you to a generic website, that we're certainly not going to sit around and read right then and there in the middle of an expo floor. Sometimes they open a pdf... and on my Android phone, opening a .pdf is such a hassle that I give up.
5. From an event manager perspective, I get no metrics beyond the number of hits, potentially the type of device that hit the URL, and the IP address it came from. 

So Andy had some big objections to overcome.  Here's what he said (...basically - I'm totally paraphrasing our hour-long conversation):

First of all, you're thinking about QR codes all wrong. You don't just create a code and link it to a generic, non-mobility-enabled URL. You work with a company (maybe a company like 44Doors!) to create all of the QR codes for you. 

1. You can have a QR reader embedded into your mobile event app, so when attendees download the app for their agenda, they get the QR reader, too. 
2. Now they have one. 
3. By staffing your expo area with trained company folks who know the proper technique, scanning a QR code can be a conversation engagement opportunity between staff and attendees. 
4. The QR reader from the app can be attached to their profile from the app and their registration so they never have to go to a long contact form that they would skip. At most, they would enter their email address to connect it - not a huge obstacle for smartphone users. 
5. By using a QR code programmed into the app, you capture all of the information about every QR code scanned, what kind of device was used, timestamp, and all contact information for the person using it. You can even do timed URLs on the QR codes so that if it is scanned at noon, they get a special lunch coupon, but scanned at 5pm gets them a drink ticket. 

Touche, Andy. You have made me reconsider QR codes. Perhaps there is potential for them yet. 

The value of attendees and fans

What is the value of a Facebook fan? "...it may be best if marketers approached this question as if the answer is zero -- unless and until the brand does something to create value with Facebook Fans."
 - Augie Ray, Forrester

It's a true statement, and can applied to event attendees, too (especially if they are events you do not charge attendance to). If you aren't leveraging your fanbase or event attendees, then the value is zero. The value isn't just in the fans themselves, the value is in the ability to communication to the friends of those fans.

When promoting or marketing to event attendees, you must leverage the power of their social networks in order to activate any intrinsic value. The first question to address is "what is the value you are trying to achieve?"

Look at event promotion. If you are attempting to increase attendance to your event, then the value may be in each fan sharing their interest or announcement of attendence to their friends who may also be interested.

If you want the content to be shared, like through a product launch event, then the value is in the product launch content being shared with the friends and colleagues of the target audiences.

Sharing your content via social media like Facebook, Twitter, blog posts and more can extend not only the viral reach of your message, but expand the life of the content and engage the fans and attendees in bringing the content to life. Even more compelling is stories of the people sharing the content and it relevance to them.

This is the integration of social and real-life that really excites me about the future of events.

But we've always done it that way!

"Just because you've always done it that way doesn't mean it's not incredibly stupid. "
- despair.com

Quick nod to one of my favorite sites for co-worker gifts. Despair.com is a blast to explore!

Now on to the topic at hand - why do you do the things you do? Is it because you've always done it? A legacy ritual inherited from those who came before you (a la the monkeys and the bananas)?

Or do you do it because you "should"? i.e. post-event surveys? Don't get me wrong, surveys are absolutely vital to measuring the success of your event and attendee ROO, but that's contingent upon someone in your company actually taking the time measure the success of your event and attendee ROO. If everyone looks at the survey results PowerPoint you send out and then sends a note back to you saying "Thanks for pulling this together," and you never hear from them again... well, it's time to reevaluate the need for and the usage of those surveys.

In my organization, we are going through some sacred cow slaughtering at the moment and it's pretty exciting to witness the morale increases first-hand.

Here's one that we can't seem to kill, though (in fact, I have been laughed at for even suggesting it) - why must event personnel stand behind a registration desk? Isn't there a more inviting way to welcome attendees to your event rather than placing a large table between you and them? Perhaps you have some ideas?

Where are you going?

"Would you tell me, please, which way I ought to go from here?"
"That depends a good deal on where you want to get to," said the Cat.
"I don't much care where –" said Alice.
"Then it doesn't matter which way you go," said the Cat.

You know you are an event geek when this quote makes you think of event measurement. If you don't know your success metrics or objectives, any event can be a success (or failure for that matter)!

Define success early in your planning so you know what you need to accomplish andhow to shape your survey questions. But if the goal of the event is to increase sales, you'll need a viable way of correlating sales to the event. If you know that's not possible to correlate, then find another success metric.