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Marilyn Woelk
A Really Fun Person
1
 “If You Build it, Will They Come?” LISTEN & LEARN
 Assessment
Find customer demand via surveys, suggestions, and data
from past events
 Scoping
◦ Attendance projections (size/target/competition)
◦ P & L projections (baseline, upside, downside)
 Venue arrangements
◦ Food, entertainment, raffles, presentations
2
 Are you authorized to sign the contract? Did
you look closely at ALL fees? EXAMINE:
◦ Room, furniture, and linen fees (specify setup)
◦ Food costs and gratuity (tax exempt)
◦ Server fees for bar/food setup ($45 per hour?)
◦ Presentation fees (internet access, projector,
screen)
◦ Parking and security fees (provide insurance cert.)
◦ Promotional materials/signage fees
◦ Coat rack rental/coat room fees
3
 Watch “Guarantees” (fees for unused food,
rooms, etc. based on either “minimums” or
“lock-down” dates)
◦ A contract is the place to START negotiations! It is a
“suggestion” until it is signed.
◦ All establishments have policies, but most of them
will be flexible to obtain business.
4
 Contract negotiations: to succeed in passing
through, around, or over (as in a hiker
negotiating a mountain pass)
 At its core, a negotiation is reaching an
agreement…but sometimes you must get
around or over policies of the venue that do
not meet your customer needs.
5
 Things you might be able to NEGOTIATE:
◦ Free hotel rooms for event planners
◦ Donations from the venue to put into a raffle
◦ Free coffee or tea with a meal
◦ Less expensive desserts like cookies (even if those
are not on the menu)
◦ Free use of the event room if you order meals
◦ Free speakers if you buy them dinner
6
 Things you might be able to NEGOTIATE:
◦ Better “lock-down” dates (Get these added to your
contract!)
 Smaller events (up to 50 people) -- try to lock at
24-48 hours in advance. Give updated counts at 7,
and 3 days in advance. Final lock 1 day in advance.
 Larger venues – Give count 2 weeks out, then 1
week out. Lock 3-4 days before event.
7
 Small events - 10 days to 4 weeks in advance.
 Larger events 2-3 months in advance, with
increasing frequency until day before event.
8
 Distribution channels:
◦ Social media (Facebook, Twitter, LinkedIn)
◦ Direct e-mail (Sell sheets, EventBrite, member
communications/newsletters)
◦ Media (TV, radio, newspapers, info boards, blogs)
◦ STC (my STC, conference web site, chapter/SIG web
site, personal invitations)
9
 In all publicity, include:
◦ Clean, motivational copy and custom graphics
◦ Perceived benefits/ROI (Why should they
come?/Why should they send their employee?)
◦ NOTE: It is not enough to sell the attendee on the
event. You must “up-sell” whoever is paying for the
event (the ultimate end–user).
10
 The perceived value is less than the price.
 There is no money to spend to get the ROI.
 There are two good choices, and the competing
event makes a better business case than you do.
 The competing event is not a business event, it is a
personal one.
 The weather is bad.
11
 Your best publicity comes from people
who enjoyed past events, so:
◦ meet everyone who attends your events if
possible,
◦ help guests meet others who will build
personal and business connections with
them, and
◦ make your events fun as well as educational.
12
 Negotiate the best value you can provide for a
quality event. People remember a good meal
spent with “friends.”
 Warm chocolate chip cookies will make you a
hero!
 Good-bye, good luck…and let’s have fun out
there!
13
 Marilynw@wingzcreative.com
 Marilyn.woelk@gmail.com
 @bluestoneriver
 585-899-0167 cell
14
15

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Putting Fun and Fundamentals into Your Functions

  • 1. Marilyn Woelk A Really Fun Person 1
  • 2.  “If You Build it, Will They Come?” LISTEN & LEARN  Assessment Find customer demand via surveys, suggestions, and data from past events  Scoping ◦ Attendance projections (size/target/competition) ◦ P & L projections (baseline, upside, downside)  Venue arrangements ◦ Food, entertainment, raffles, presentations 2
  • 3.  Are you authorized to sign the contract? Did you look closely at ALL fees? EXAMINE: ◦ Room, furniture, and linen fees (specify setup) ◦ Food costs and gratuity (tax exempt) ◦ Server fees for bar/food setup ($45 per hour?) ◦ Presentation fees (internet access, projector, screen) ◦ Parking and security fees (provide insurance cert.) ◦ Promotional materials/signage fees ◦ Coat rack rental/coat room fees 3
  • 4.  Watch “Guarantees” (fees for unused food, rooms, etc. based on either “minimums” or “lock-down” dates) ◦ A contract is the place to START negotiations! It is a “suggestion” until it is signed. ◦ All establishments have policies, but most of them will be flexible to obtain business. 4
  • 5.  Contract negotiations: to succeed in passing through, around, or over (as in a hiker negotiating a mountain pass)  At its core, a negotiation is reaching an agreement…but sometimes you must get around or over policies of the venue that do not meet your customer needs. 5
  • 6.  Things you might be able to NEGOTIATE: ◦ Free hotel rooms for event planners ◦ Donations from the venue to put into a raffle ◦ Free coffee or tea with a meal ◦ Less expensive desserts like cookies (even if those are not on the menu) ◦ Free use of the event room if you order meals ◦ Free speakers if you buy them dinner 6
  • 7.  Things you might be able to NEGOTIATE: ◦ Better “lock-down” dates (Get these added to your contract!)  Smaller events (up to 50 people) -- try to lock at 24-48 hours in advance. Give updated counts at 7, and 3 days in advance. Final lock 1 day in advance.  Larger venues – Give count 2 weeks out, then 1 week out. Lock 3-4 days before event. 7
  • 8.  Small events - 10 days to 4 weeks in advance.  Larger events 2-3 months in advance, with increasing frequency until day before event. 8
  • 9.  Distribution channels: ◦ Social media (Facebook, Twitter, LinkedIn) ◦ Direct e-mail (Sell sheets, EventBrite, member communications/newsletters) ◦ Media (TV, radio, newspapers, info boards, blogs) ◦ STC (my STC, conference web site, chapter/SIG web site, personal invitations) 9
  • 10.  In all publicity, include: ◦ Clean, motivational copy and custom graphics ◦ Perceived benefits/ROI (Why should they come?/Why should they send their employee?) ◦ NOTE: It is not enough to sell the attendee on the event. You must “up-sell” whoever is paying for the event (the ultimate end–user). 10
  • 11.  The perceived value is less than the price.  There is no money to spend to get the ROI.  There are two good choices, and the competing event makes a better business case than you do.  The competing event is not a business event, it is a personal one.  The weather is bad. 11
  • 12.  Your best publicity comes from people who enjoyed past events, so: ◦ meet everyone who attends your events if possible, ◦ help guests meet others who will build personal and business connections with them, and ◦ make your events fun as well as educational. 12
  • 13.  Negotiate the best value you can provide for a quality event. People remember a good meal spent with “friends.”  Warm chocolate chip cookies will make you a hero!  Good-bye, good luck…and let’s have fun out there! 13
  • 14.  Marilynw@wingzcreative.com  Marilyn.woelk@gmail.com  @bluestoneriver  585-899-0167 cell 14
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