Corporate Event Planning

Acteva, Inc. Ambassadors International Inc.

Cerespo Company Limited Corporacion Interamericana DE Entretenimiento S.a. DE C.v.

GL Events Viad Corporation

Guide to Hiring a Meeting or Event Planner

How to stage world-class events by hiring the right pro
By Matthew Solan

A professional planner helps plan and execute your event or meeting, overseeing details that would escape most people's attention. Their tasks can include event site selection, meeting-room design, food and beverage planning, speaker or special-event planning, and audio-visual management.

1. Meeting and event planners save time and eliminate unnecessary stress.
2. Planners can save you money negotiating event contracts because they have valuable resources and contacts to draw upon.
3. They manage facets of an event or meeting so you can focus on the guests and attendees.
4. Planners can effectively market and promote your event.

Action Steps

The best contacts and resources to help you get it done

Know the kind of event you want to host Before you speak with a planner, you should know the reason for your event (fundraising, celebration, informational), date of event, approximate number of guests and estimated budget.

I recommend:  Review tips on how to choose the right location and date for your event and items to consider when drafting a budget at Effectivemeetings.com.

Research event options Contact several event-planning companies to compare experience, pricing and work ethic. Ask friends and colleagues for event-planning references, and consult online resources.

I recommend:  Professional organizations like Meeting Planners International can also help you find qualified planners; locate and contact your local chapter. Get tips on hiring an event planner at eHow.com.

Interview potential candidates Ask about their experience with similar events, how many events they have produced, what kind, for what size group, and what made these events special. Always ask for and call references.

I recommend:  Find potential meeting and event planners at Gatheringguide.com; the database is searchable by type of event and location.

Negotiate fees beforehand Discuss whether the planner bills by the hour, by the event or as a percentage of the total budget. Inquire what deposits, if any, are required and ask if package prices are available. Get a quote in writing and make sure that costs won't run over without your prior agreement.

I recommend:  If you are working within a specific budget range of over $75,000, you can find lists of national event-planner companies at Alltimefavorites.com.

Read and sign a contract The final contract should outline what the event entails, previous discussions on the planner's responsibilities, negotiated fee and other agreed-upon factors. The meeting planners often draft their own contracts.

I recommend:  View sample meeting planner-client contracts at Daily Plan-It.

Tips & Tactics

Helpful advice for making the most of this Guide

• Ask event planners if they are certified. A Certified Meeting Professional, or CMP, certification is given by the Convention Industry Council, while a Certified Special Events Professional, or CSEP, is awarded by the International Special Events Society.
• Ask the planner how he or she would handle potential catastrophes, such as the caterer running out of food, the DJ not showing up, or a sudden downpour drowning out an outdoor event.
• Try to visit one of the planner's events in progress.
• Spell out the event in detail. Describe the planner's responsibilities and delineate all payment information in a written, signed agreement.