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The Meeting Planning Process

A Guide to Planning Successful Meetings

by Mary Jo Wiseman, CMP

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My Story

As a corporate meeting and event planner, Mary Jo Wiseman, CMP (known to many as MJ), managed the full spectrum of the event planning process, across all levels of management with an emphasis on high profile, executive-level groups including senior management, Board of Directors and key customers.  The author’s systematic approach to project management helped her to get and stay focused on the task at hand while handling multiple details, projects and deadlines throughout her career. 

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The Meeting Planning Process

The Meeting Planning Process

"The Meeting Planning Process -- A Guide to Planning Successful Meetings" by Certified Meeting Professional, Mary Jo Wiseman, offers a common sense approach to managing the meeting planning process based on the knowledge and experience she garnered over her career as a corporate meeting and event coordinator.  The author’s systematic approach to project management helped her to get and stay focused on the task at hand while handling multiple details, projects and deadlines throughout her career and she wants to share her knowledge with others. 

The author firmly believes it is NOT just one person who makes a meeting or event happen, but rather a well led TEAM of dedicated, enthusiastic, talented individuals who come together to do what they do best to help organizations EXCEED PROGRAM OBJECTIVES and make them SHINE.  It is the PROCESS or the system one uses to get started that can either keep you on track or send you off the rails. 

This Guide offers a practical overview of the entire planning process for people just starting out in the business, administrative or other professionals who are called upon only occasionally to plan meetings outside of their day-to-day responsibilities, or meeting planning veterans alike, and offers keen insights and valuable tips to help CREATE the perfect EXPERIENCE for their audience by staying true to the basic elements of the planning process.  

 

It is intended to lead people through the proper steps and the sequence of tasks involved in planning a meeting such as:

  • Establishing a Design/Planning Team

  • Developing an Overall Meeting Action Plan

  • Budgeting

  • Site Selection

  • Communications

  • Contract Review and more. 

The Guide also includes handy templates developed by the author: 

  • Meeting Time Line

  • Overall Meeting Action Plan

  • Request for Proposal (RFP)

  • Diagrams and uses of possible room set-ups.

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"I refer to it as having the structure and tools to keep you
and your team focused on time and task."

Mary Jo Wiseman, CMP Author
Take the first step and download our complimentary Time Line Template
What People Say

This book should be your first step in creating a plan. The guide assists the planner in catching every detail, from the ambiance of a meeting or event, to enlisting the right people, to acknowledging those who contributed.
Mary Jo Wiseman’s tips for planning in this book will lead to a stress free and successful experience. Why? Because every detail was thought out and every obstacle was anticipated.

TRACEY MOORE,

Roseville, MN

Mentoring

Got any questions for me?  I'm only a phone call, text or email away.  I enjoy coaching and teaching

others what I've learned and am open to working one-on-one or in a small group setting to get you off on the right track or assisting with your on-site meeting needs.

 "Conferences/meetings run efficiently benefit everyone involved."

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