Professional Documents
Culture Documents
Consistency structured:
The paper and digital filing systems should be consistency
structured.
The approach to filing information should have a similar
feel in both systems
In this way, the staff will be able to file and find
information in both systems
MEETINGS,BRIEFINGS AND
TRAINING
If there is enough space, the event office of its
associated conference is an ideal location for meetings
concerned with the event
It provides a facility in which the meeting participants
can make focused, well informed decisions
The standard rules of meeting procedures should be
followed if the meetings are to produce tangible results
It is essential to have an agenda, sent out several days
prior to the meeting, as well as desired outcomes or
goals for meeting
CORPORATE EVENT OFFICE
LIBRARY
The purpose of event office library is to store all the
info related to event
It should include the event manual, operation manuals
for the office and communication equipment, software
manuals, supplier catalogs, workplace safety rules and
regulations, meeting procedures, past event reports,
and industry association publications
The importance of data storage, easy retrieval and
archiving is apparent in the growth of the discipline of
knowledge management
EVENT OFFICE
REQUIREMENT
The equipment and services will require the following:
Computers, peripherals and an integrated software system
Internet and intranet connections
Filing cabinets. Event the paperless office must store and have to
access to contacts
Whiteboard. An erasable whiteboard is essential in the ever-
changing event environment
Video and or data projector for presentations to sponsors and
training sessions
Communication systems. This could be made up of a variety of
communication devices, satellite mobile phones to handheld
radios, all integrated with the computer system
Clean and light environment. The office must be a place where
people want to work
DOCUMENTS
Accurate documentation is vital to managing a
event effectively and offers the following
advantages:
The documentation communicates the plan of the
event to the staff and volunteers
The documents provide an ongoing record of the
event’s progress
They constitute a history of the event planning process,
which may be useful in resolving any liabilities issues
They provide a written basis for improving the
methods of event management
DOCUMENTS… Cont
Standardization of documents enables different event
to be meaningfully compared
Producing the documents creates a discipline in the
planning process
The documentation impersonalizes the plan- that is, it
takes the plan out of the hands of any one person and
ensures that it is separate from the individuals involved
The documents provide a link to other documents
within a corporation such as finance, marketing,
human resources or some other event sponsor
The Main Event Documents
The six (6) documents to plan and control the day-
to-day aspects of the event:
Contact sheet, including telephone numbers and
addresses (both postal and e-mail)
Responsibility chart, including key deliverables and
dates
Action sheet, including the dates required
Work package
Checklists
Run sheet
Contact Sheet
It may take many forms
From concise list printed on the back of
accreditation card worn around staff members’
necks to multistage lists of staff or stakeholders
involved in the event
It should have a column for codes, since coding is
useful in sorting the list and will help staff
members quickly find the right contacts
Responsibility Chart
Often as simple as a draft organization chart showing
the names of the various individuals involved and the
jobs are assigned to them
The chart can be a matrix, with the names of the
persons, departments and teams.
The level codes as follows:
Rs: has sole responsibility
Rj: has joint responsibility
So: must sign off
Cs:should be consulted for advice
Sv: supervises
Task or Action Sheet
The basic element for getting things done by
assigning specific tasks responsibility
It is a highly targeted piece of information,
specifying the action to be done, by whom, when
and where
The action sheet is the finely detailed output of the
systems
It can traced back to the overall work breakdown
structure
Work Package
It is the consolidation of the various tasks assigned
to a supplier or staff member responsible for one of
the event outcomes
E.g.: an award dinner will need various pieces of
sound equipment
This responsibility would be assigned to a sound
specialist
Checklists
Simple checklist represents the combined
experience and knowledge of the event
management team
It is the final document output of the WBS and
could be thought of as a list of mini-milestones
A checklist represents the detailed categorization of
all the work that has to be done
Run Sheet or Production Schedule
Essentially describe who does what when, is
known by many names
The terms “run sheet” and “production schedule”
both refer to the event itself-the actual program
It describe what must be done or what will occur
during the event at certain times
GENERIC EVENT SHEETS
The basics of this type document are:
Heading
should have heading and show the event name
Legend or key
Often easier to refer to people by their initials rather than their full names
If use this, should include legend or key showing to whom the initials refer
Code
the need for coding depends on the complexity of the event
Help with cross referencing to other event areas such as budget
Version number
It facilitates correct communication by enabling all parties to be sure they’re
using the latest version of contact sheet, checklist or action sheet
Date
An additional way to determine the version of a document and also helps to
establish the history of changes made to a documents
OTHER EVENT DOCUMENTS
Memos, minutes and e-mails:
it should not be ignored in establishing a good internal
communication system
Includes commitment or to-do-lists
It should be concise and clearly written
Meeting and briefing minutes are another method of
making a public the decision and responsibilities
associated with the event
OTHER EVENT DOCUMENTS …
Cont
Reports and newsletters
Formal method for monitoring the progress of the
event
Snapshot of the various areas of event management
such as resources, schedule, cost.
For larger events, an event newsletter sent out on paper
or over the internet or intranet can be an effective and
useful method of communicating with the cilent,teams
members and volunteers and provide event
cohesiveness
END OF CHAPTER 3
THANK YOU