4 reasons you should NOT outsource your event to your office manager

Do you think outsourcing your event and meeting planning to your office manger, virtual assistant, or executive assistant will save you a whole lot of time and hassle? Think again.  Likely your office manager will likely be “winging it.” She doesn’t know the ins and outs of the meeting planning world. You will end up spending more time, paying more money, and be more involved than you really ever cared to be. 

Sadly, in many small and medium businesses the task of planning the company retreat or board meeting or conference is often assigned to office managers, receptionists, VAs and even sales professionals. This is a huge mistake as you are pulling their time, concentration and energy away from performing their own set of important tasks. Plus, you are creating a level of expectation and responsibility that, in all fairness, does not live under the scope of their job description. Contrary to popular belief, everyone is not a meeting professional.

A meeting professional knows what to do and what not to do and is 100% focused on your meeting or event. Professional meeting planners are masters of juggling details, people and priorities. They don’t get frazzled. They just go on with the show!

Still not convinced?  Here are four reasons to hire a professional:

1.    Office managers do not have supplier relationships.
Professional meeting planners have built deep relationships with suppliers. Once you tell your planner the basic essentials like goals, date, budget, number of people, she can get to work straight away for you. And I really do mean straight away. With just the minimum parameters, she’ll be able to rattle off at least a half dozens perfect hidden gems that she will send RFPs. She’ll spend minimal time researching because she knows the properties. And, did you know that most site selection services are complimentary. So you won’t be paying a dime to hire a professional planner to source and negotiate the perfect venue, for a great rate.

2.    Office managers do not know the intricacies of destinations.
Professional meeting planners know that if you want to your event in Napa, for example, you best stay away from the month of October. All suppliers have windows they need to fill, and a professional planner will find those windows and negotiate the best rates, concessions, and deliver you a cost savings report. (all complimentary, btw) A professional planner also likely has relationships with third-party vendors in most major cities, and can leverage those relationships to get you the best bang for your buck. The work closely with CVBs to review the calendar so to avoid such conflicts as city-wides.

3.    Office managers do not know the questions to ask.
You don’t know what you don’t know. Negotiating contracts is a very important part of meeting planning. Your office manager probably doesn’t know what attrition is or to ask for more than 10%. Professional meeting planners know all the questions to ask and to be sure certain clauses are included in the contract. These clauses are things as a CEO you aren’t even aware of or thinking about.

4.    Office managers are not meeting planners.
Did you know that the position of meeting planner made the Forbes list for the top 5 most stressful jobs in 2017? Meeting planning requires expertise in communications, preparation, management, logistics, marketing and crisis management too. Because, with events, last-minute problems and emergencies happen — all the time. A professional meeting planner does more than plan your event or meeting—she focuses on the branding, marketing, reputation and future success of your business.

Meeting planning is one of the most stressful jobs around, however, professional meeting planners know how to handle the stress — and deliver memorable experiences. Dumping that degree of stress onto an individual not equipped to handle it with grace under fire is simply bad for your event or meeting — and quite frankly, bad for your business.

    

Seven Tips for Curating a Memorable Company Retreat

This article was originally published in the May 2018 Group Travel Leader Magazine.

http://smallmarketmeetings.com/articles/seven-tips-planning-memorable-company-retreat/

More companies, especially distributed ones, are implementing company retreats into their budgets. It’s a smart move as it allows employees to bond in a more relaxed, open environment and for leadership to receive candid real-time feedback. It’s also a great way to kick off the year and set goals. As with any event, all the elements are a big puzzle—that you the planner—need to fit together. Andrea Cannistraci, CMM, President & Founder of andgreat, a marketing, branding , and events agency, shares seven tips to ensure a successful and memorable company retreat.

1. Send a pre-planning survey
Survey your attendees before the company retreat. Find out what destinations interest them, what topics they would like to discuss, what goals they hope to achieve from attending, and what activities interest them. Getting attendees onboard at the planning stage will ensure better participation, excitement, and a much more focused and successful event.

2. Develop a strong team of suppliers
Reach out to the local CVB of your chosen destination. They are the experts on the area and will be essential to helping you navigate the area and source the best caterers, AV, entertainment, restaurants, transportation, off site venues, and team building activities.

3. Conduct a site inspection

It’s imperative that you know the area and your way around. Meet personally with all the suppliers you’ve received quotes, experience the activities, restaurants, venues, entertainment. Start to build the relationships. Take copious notes. Know where the closest hospital, pharmacy, Kinkos, and grocery store are located.

4. Schedule free time
One of the biggest mistakes you can make is not building free time into your agenda.  Give attendees an hour each later afternoon before dinner to check-in with family, refresh, relax, or hit the gym. Often, you’ll see the attendees will want to continue the day’s conversions at the bar, or around the pool. Those unstructured moments where employees bond on their own can create the most insight—and best memories.

5. Use natural meeting space

If your company retreat is in a warm climate, definitely take advantage of outdoor meetings places for casual breakouts and meals. There’s nothing worse than being in an awesome destination but stuck inside four walls all day. Let your attendees see the sun and feel the breeze! A simple U-shape of chairs under a tree, or a few cabanas at the pool are excellent non-traditional meeting spaces for breakouts. Many conference rooms have patios—use those for breakfasts and lunches. Trust me, your attendees will thank you.  (And the Instagram pics will be the envy of all.)

6. Consider meeting floor plans
The setup of the meeting room matters.  Know how many attendees you are expecting and plan accordingly. Your General Session should be configured so that everyone can see everyone. A flat oval shape works well.  Will attendees be taking notes on their laptops? If so, they’ll need a bit more space.  The last thing you want is a room full of sardines.  A good rule to follow is two people per six foot table. And make sure the room has windows—preferably doors that open to a patio (see #4.)

7. Plan an unforgettable group activity
Almost every company retreat has at least one group activity incorporated.  This is a great opportunity to make your company retreat memorable. Look at your destination. Look at your demographics.  Keep it local. If you’re at a beach, consider SUP or surfing lessons, or chartering a boat for a dinner cruise. If you’re in wine country, schedule dinner in a wine cave or a biking wine tour with lunch. If you’re in New Orleans, plan a hands-on Creole cooking class for dinner or a scavenger hunt through the Garden District.

Curating Memorable Experiences: An Interview with Prevue Magazine

I was recently interviewed by Jessie Fetterling with Prevue Magazine for the professional development section of their website and newsletters related to the same topic.  Prevue provides meeting and incentive planners with insightful, experiential destination coverage to help them imagine and create exceptional group events. Prevue publishes its exclusive content across numerous platforms including a bi-monthly print edition (reaching 35,000 meeting and incentive planners), a digital edition, www.prevuemeetings.com and Prevue Extra (its monthly e-newsletter).

http://prevuemeetings.com/spark-blog/the-shakedown/how-one-planner-curates-memorable-experiences-for-corporate-retreats/

What do you define as a "memorable" experience?

A memorable experience is one that attendees will recall with a smile on their faces and continue to talk about weeks and months after the experience. Most often this is achieved y conducting a short pre-event survey. Find out more about the attendees--what do they want to learn, to see, eat? Allowing attendees to be involved in the process, ensures they have a great experience. A memorable experience involves getting out of the ballroom, outside the four hotel walls--it means hosting breakout sessions in a circle outside on the lawn, in a vineyard, on the beach. It means breaking away from your typical boring F&B options and customizing. Swap out the traditional "continental breakfast" for an avocado toast bar, for example. Lastly, I always try to use boutique properties that have lots of outdoor space and windows. If people are going to fly to across the country to a retreat--let them be reminded every minute where they are. Don't hold them hostage in a big box hotel conference room that could be anywhere in the world.

What tends to be the biggest hurdles to achieving "memorable" experiences at events?

Budget, time, and travel. The company must build in a budget for an experience, they must be willing to carve out time in their agenda, and be willing to have their employees travel to a destination that is often not a single flight away. 

What are three ways you have curated "memorable" experiences at corporate retreats?
1. Reserved a wine cave dinner in Sonoma County with fun photo photo props. The F&B was all local and seasonal and of course the wine was all estate wine. A real farm to table experience. I don't think one person in that group had ever dined in a wine cave. They had so many questions ahead of the dinner. They were excited, some were anxious. It was memorable and they are still talking about it a year later.

2. Arranged a Baja Truck driving experience in Colorado. The son of the resort owner is a well known Baja 500 driver and had a track and trucks on property with a driving school. I had the trucks wrapped with the company logo and they just loved it. It was truly a once in a lifetime experience. 

3. Hired a corporate leadership facilitator to administer a DISC profile--a tool used for discussion of people's behavioral differences. Attendees completed the profile and received tips related to working with people of other styles. The exercise increased self-knowledge and attendees were better able to understand how they respond to conflict, what motivates them, what causes them to stress, and how they solve problems. It not only helped facilitate better teamwork, it helped the leadership team, to manage more effectively by understanding the dispositions and priorities of employees and team members.Now when the company needs to make company-wide decisions, they ask, "How will the D's react to this? Do we need to be concerned about the S's?" Overall, a fun exercise that truly made a difference to the company and it's employees.

What are three ways you have curated "memorable" experiences at off-the-beaten-path destinations?

1. I use a remote property in Western Colorado often as I can do a buy-out, and produce a truly memorable experience. It's a pain to get to, but once you're there, you forget about the travel. It's two hours from anything really, so everything must be done onsite. They have an Auto Museum on property and I produced a "Dinner through the Ages" Welcome Reception. The museum contains cars from the early 1800's up to 1989. I worked closely with Chef to choose small bites and a cocktail from each time period. That "Dinner through the Ages" is now a part of their menu--a huge compliment!

2. Chartered a boat to a private island off the coast of Southern Belize for attendees to enjoy the day as they pleased. Simply building a few hours into the agenda for attendees to explore the destination on their own and with whom they want can be memorable. Often Corporate Retreats are structured so much that there is no free time. 

3. Scheduled a hands on cooking class with an award winning James Beard Chef and author in Santa Fe. Everyone divided up into teams: appetizers, salads, main course, desserts. The experience was very interactive and the cuisine was all local fare and allowed for collaboration across different cross-functionally teams. Some people had never cooked before, others were "at home" in the kitchen. It was great to see everyone working together toward an end goal: a memorable, and delicious lunch. I made sure the recipes were all printed out so everyone could try cooking the meal back home. And, as a bonus, everyone was able to keep their branded apron as a reminder of their experience.

What tends to be the attendee feedback in regard to these experiences?Attendees love the free time. Again, often agendas are jammed packed, run over, and there is no time to even breathe. Building in an hour every day--right before dinner--is always appreciated. It gives attendees a chance to checkin with family, clients, workout, rest and refresh. Some attendees don't mind the travel time to reach the memorable destinations, and some do. It just depends on the personalities of your group. They definitely enjoy experiencing the local food, culture, and activities. They especially enjoy the time away form he office and getting to know colleagues on a different level. The partnerships and bonds that are created during these retreats strengthen the work relationships and often translate into higher revenues and ROI. 

Takeaways from a First Time Company Retreat

If you are considering hosting a Company Retreat, the below article I wrote for a client's blog, may be of interest. Bringing your team together in a relaxed, casual atmosphere allows them to bond while continuing business conversations. If designed correctly, its a win-win and you'll see a stronger team post event. 

On November 16, 2017 Sonoma, California was greeted with 37 virtual CFOs, and accountants from all over the USA. They flew in from places like Casselberry, Florida and Fort Wayne, Indiana to spend four nights at the Fairmont Sonoma Mission Inn with their fellow colleagues—whom they never met.   Over the course of the Retreat, which broke all the rules of typical events, the group bonded and became friends over DISC assessment sessions, group dinners, cooking class, and 2am swimming sessions. (Yes, plural.)

Designed by a seasoned experiential marketer, the agenda facilitated lots of learning in different environments. For example, the group spent time in compelling and engaging interactive main sessions, and then broke away to have casual smaller group conversations at the pool. They enjoyed old-fashioned ice cream floats during breaks, and then continued the conversations over small group dinners nightly, and capped off the retreat with a day of activities such as go kart racing, historic walking tours, cooking class, and a biking winery tour. The farewell group dinner was held in a wine cave—a first-time unique and memorable experience for most.

For a team that is 100% distributed, coming together and meeting colleagues for the first time in person vs over a video conference call was eye opening. Apparently, a few team members that came off as “shy” via video, really weren’t so timid in person.

When the group was asked to share memorable experience from the Retreat, overwhelmingly they responded that simply meeting colleagues in person was the coolest experience.  Someone shares they ate wine grapes for the first time. Now there’s an unforgettable experience! Others really enjoyed the day of activities and seeing the local area for the first time.

Having face-to-face time with the CEO and COO was also an important experience for some team members.

The company utilizes several innovative technology platforms to communicate. Many people noted that they were surprised how willing people were to enjoy the pool, as well as, have drinks after dinner.  Perhaps that speaks to how comfortable the team is with each other and how effective the technology platforms have been.

At the end of the day, everyone (hopefully) realized that they work for an amazing company that really cares for their employees. It was a truly rewarding experience to meet and mingle with everyone and get to know them even more.

It’s now nearly four weeks later and the group is still talking about the Retreat and are looking forward to the 2018 event. The destination is still TBD but if I had to guess, it’ll be on the East Coast.

Company Retreats: Preventative Care for Distributed Companies

As I gear up for a client's inaugural all-hands company retreat in a few months, I've been reflecting back on a blog post I wrote back in February entitled, Trust Falls and Rope Courses.  It’s a great post mortem read about a successful leadership team retreat and how sometimes these retreats get a bad rep.

Like the interchangeable terms “remote work”, “co-located”, “working from home”, and “distributed team”, the term “company retreat” can be referred to as an “offsite”, “summit”, “camp”, or “meeting.” Company retreats are a strategy and running a company retreat is an expertise. They should not be looked at as a cookie cutter solution—your retreat should be customized to meet your team’s culture and your team’s goals and objectives.

Why host a company retreat if you’re a distributed company? Simply, it will create more opportunities for human connectedness and enhance seamless communications. Being physically together in the same room also builds trust. Retreats can help with the disconnectedness that virtual employees may feel.

Think of a company retreat as preventive care. If you nurture your employees in good times, they will be prepared for unexpected challenges in the future. With many companies, I’ve seen first hand the positive outcomes of a company retreat in the form of an “afterglow”—the magic that happens immediately after an event for a few months. Teams seem closer, more casual, more open, more communicative, and more productive.

Most of my clients host a company retreat once a year, and an executive/leadership team retreat once a year. There’s no right frequency—it’s what’s right for your needs and your culture…and your budget. Company retreats are not inexpensive. When you consider the lost client time (if you’re a services company), the resources needed, and the actual cost—it adds up. Many distributed companies take the (roughly 4% of overall revenue) funds they would use as office overhead (rent, facilities, etc) and put towards a line item called, “Employee Development.” Connectedness and culture are super important to any successful company, and especially to distributed teams.  The retreat can be the lifeblood of the company. Often employee retention and even client retention can be linked back to company retreats.

The planning and logistics of a company retreat are intensely complicated. Companies, a lot of times,  don’t realize what all is involved. They become frustrated and the event suffers. Often, it has the opposite effect of causing division. Full knowledge of what all is involved is imperative to a successful event. Finding the right venue is a big challenge: ensuring good wifi, proper meeting space, privacy, the list goes on. Sure, you can do it yourself, but why? Let a professional handle it for you and you’ll be amazed at the cost savings you receive through concessions and negotiating.

You have a friend in the business with andgreat. And we won’t even charge you to find a venue.