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The Post

3 Handy Templates to Streamline your Meeting Planning Process

Dec 8, 2022
2 min read

Updated: Sep 2


Planning successful meetings is both challenging and rewarding. The processes and systems you develop and put into place will make the difference between success and failure. And, trust me, when I say, getting really good at it doesn't happen overnight.


What you do and how you do it takes time. It takes patience. It takes practice. And it takes making mistakes along the way which will in the end make you stronger and better.


You'll find these three handy templates in my book to help you streamline your meeting planning process and help make sure you don't miss a step or skip a beat.


1) Overall Meeting Action Plan Template

To help you lay out your meeting plan by defining your goals and objectives; target audience; theme, tag line and key messages; team members and levels of authority; the all important budget; plus all the many action items and related tasks.


2) Meeting Timeline Template

To help you identify and track all the tasks, deadlines and people responsible for seeing things through from beginning to end.


3) Request for Proposal (RFP) Template

To help you identify for your preferred vendors your SPECIFIC meeting needs (preferred type of venue; i.e., city, suburban or airport location, hotel, resort or other); potential destination cities; # and type of guest rooms; meeting space (general session; breakouts; 24-hour holds; equipment/staging/production elements; food and beverage requirements; concessions, etc.)


You'll find these three templates and more helpful tips and planning strategies in my book, "The Meeting Planning Process: A Guide to Planning Successful Meetings." Available from Amazon in print, e-book and audio.


To request a complimentary copy of the template of your choice simply complete the Contact form found at the end of Home page of my website https://www.maryjowiseman.net


Take care. Be well. Plan well. Never stop learning.


Mary Jo Wiseman, CMP | Author, The Meeting Planning Process: A Guide to Planning Successful Meetings





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