What it is, why its important, and what you can do about it

1. Introduction to Meeting
Planning Automation
What it is, why its important,
and what you can do about it
Feb 20
#MPITechCon

2. Audience-Presenter Agreement
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•
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Stop me at any point if you have any questions.
Engage me (@danberger) and other via twitter #MtgAutomation.
Take as many notes/photos and share as you please.
Free pass to not participate.
Help me slow down.

3. Learning Objectives
1. Understand what really automation means.
2. Learn how you can start automating now.
3. See the future of meeting planning automation.
Turn to your neighbor: Which of these is most important to you and why?

5. Chapter 1: Automation

6. Quick poll
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Who finds automation a scary word?

13. Interactive Exercise
Reflect over the last 10 years of your life, what have you seen
become automated?

14. Examples of automation today

18. Meeting Planning Automation (def.)
The use of various technologies for meeting planning with minimal or
reduced human intervention.
A process or combination of processes to help you become more
strategic about and effective at your job.

19. Interactive Exercise
What are some of the things in
your workflow that you would
automate?
Tips:
Don’t just think about the parts
you hate. Think about the
things that take the most time.

20. Chapter 2: Automate Now!

21. The benefits of automation
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Give you time to do other things
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Decrease labor costs
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Lower probability for errors
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Advance your career

22. Baseline Needs from Any Technology
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Integrates into your workflow (SMS/Push/email)
Cloud-based for collaboration
Open
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Best Case = API
Minimum = Data Liberation

23. Automation Glossary

27. Data
Reports
The
Meeting
Planning
Process
Pyramid
Measure
Surveys
Logistics
Manage
Badges,
Check-in, etc
Site Selection Transportation Housing
Source
Communicate
Plan
Email
Marketing
Reg
Social Media
Scheduling Project Mgt Speaker Mgt
Design
Database
Objectives
Organization’s Mission

28. Two ways to look at automation
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Task-specific
System-wide

29. Task-specific

30. Data
Measure
Manage
Source
Communicate
Plan
Objectives
Organization’s Mission

31. Automation 101: Meeting’s Objectives
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What does your audience need? (Education? Networking?)
Who to invite?

32. Data
Measure
Manage
Source
Communicate
Plan
Objectives
Organization’s Mission

37. Data
Measure
Manage
Source
Communicate
Plan
Objectives
Organization’s Mission

44. Data
Measure
Manage
Source
Communicate
Plan
Objectives
Organization’s Mission

48. Data
Measure
Manage
Source
Communicate
Plan
Objectives
Organization’s Mission

51. source: http://blog.nerdery.com/2013/11/nerdery-labs-ibeacon-experiments/

52. Data
Measure
Manage
Source
Communicate
Plan
Objectives
Organization’s Mission

54. Data
Measure
Manage
Source
Communicate
Plan
Objectives
Organization’s Mission

58. System-wide

60. System-wide (DIY)

65. Automation Consultants Available!
Find this
guy!

66. Thank you!
Email: dan@socialtables.com
Twitter: @danberger