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SPECIAL EVENT MANAGEMENT PRESENTED BY CHARMAINE WILKERSON FOR THE CERTIFICATE OF COMPLETION IN MEETING & EVENT PLANNING College of Extended & International Education 1000 East Victoria Street, Carson, CA 90747 (310) 2433741 [email protected]

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Page 1: CHARMAINE( WILKERSON(

 SPECIAL  EVENT  MANAGEMENT  

 PRESENTED  BY  

 

CHARMAINE  WILKERSON  

FOR  THE    CERTIFICATE  OF  COMPLETION  

IN  MEETING  &  EVENT  PLANNING  

     

   

   College  of  Extended  &  International  Education    

1000  East  Victoria  Street,  Carson,  CA    90747  (310)  243-­‐3741  

[email protected]  

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Table of Contents

CHARMAINE WILKERSON BIOGRAPHY ................................ 1 SYLLABUS ........................................................................ 2 POWER POINT PRESENTATION .......................................... 3-12 SALES TECHNIQUES .......................................................... 13 SAMPLE BUDGET .............................................................. 14 CALENDAR TIME LINE ........................................................ 15 EVENT TASK LIST .............................................................. 16-17 EVENT SHOW FLOW .......................................................... 18 EVEALUATION FORM - STAFF .............................................. 19 EVALUATION FORM - CLIENT ............................................... 20 SAMPLE CONTRACT .......................................................... 21-24 RESOURCES ..................................................................... 25 REFERENCES ................................................................... 26

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 ___________________________ www.ahleventsblog.com e-mail: [email protected]

 BIOGRAPHY OF CHARMAINE WILKERSON

Charmaine Wilkerson, the daughter of the “mother-daughter” duo of and here’s lilly Events, Marketing & Design, has had an incredible career. Her first major event was managing the historical Opening of the Reagan Library where all five living Presidents at the time were united with their First Ladies. Charmaine has also serviced world leaders such as Margaret Thatcher, Mikhail Gorbachev, and Prince Andrew.

Charmaine joined her mother, Liliana Wilkerson, founder of and here’s lilly to add the necessary ‘ingredients’ to form their event management company that took over LA by storm in the late 90’s. Logistics and complete event planning are Charmaine’s forte. Designing menus of the finest cuisines with gold-medal culinary award winning executive chefs is not only what this dynamic duo offer. With Charmaine’s planning expertise they offer the complete package in event management that creates an everlasting reflection of good taste on the client’s guests, bosses, and colleagues. Her meticulous skill for logistics makes running an event streamlined, such as she accomplished in the two Inaugurals of President Clinton, and an economic summit for Al Gore. Charmaine was contracted by CSU, Dominguez Hills in Carson, CA to bring their signature fundraising event, The Presidential Scholarship & Awards Dinner, to new levels. She also spearheaded their Certificate Program in Meeting & Event Planning through Extended Education. The mother-daughter team has been featured in ‘Business Trends’, a publication of the LA Chamber, The Downtown News, The Los Angeles Times, Good Housekeeping magazine, the Simi Valley Star News, and the Simi Valley Daily News. Charmaine currently runs the executive dining services & events for the entire operation of HP’s Executive Briefing Center in Palo Alto, CA, under the global contract management company of Compass-USA, Eurest Division. MAJOR EVENTS MANAGED: Oscar’s Governor’s Ball Emmy’s Governor’s Ball Inaugural of President George W. Bush Democratic National Convention in LA Women’s World Cup in LA World Cup, LA

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CRN                                      Dept  MEX902  Sec  01          www.MsWilkerson.com  

Special  Event  Management  

 Course  Syllabus  

Instructor:  Charmaine  Wilkerson

Course  Objectives  This  course  will  provide  you  with  tools  to  improve  the  effectiveness  of  your  special  events.  Develop  your  skills  as  an  Event  Manager  as  you  identify  the  potential  challenges  to  a  successful  event  and  select  appropriate  solutions.  You  will  be  provided  with  essential  information  for  success  for  developing  profitable  planning  strategies,  identifying  event  goals  and  objectives,  working  with  planning  committees,  and  managing  volunteers.  You  will  learn  to  improve  service  quality  while  maintaining  budgets,  and  how  to  market  your  event.    

Class  Meetings  We  will  have  1  class  meeting  on  a  Saturday.  The  class  meets  from  09:00  AM  to  4:00  PM,  in  the  EE  Building.  

Course  Outcome  By  the  end  of  this  course,  you  will  be  able  to  identify:  

What  is  Event  Leadership  and  what  it  takes  to  be  an  Event  Leader  

Event  Management  Specialties  and  which  ones  are  suited  for  you  as  a  career  choice  

Stages  of  Event  Management    

o Research  

o Design  

o Planning  

o Coordinating  

o Evaluation  

Behind-­‐the-­‐Scenes  scenarios  to  avoid  

True-­‐to-­‐life  stories  to  learn  from  

Social  Media  Event  Marketing  

Final  Project  at  end  of  class:    Plan  an  event  in  groups  and  include  your  WOW!  

Much  more!  

Grades  You  will  be  given  a  Credit  or  No  Credit  grade  at  the  end  of  the  class.    If  you  attend  100%  of  the  class  AND  participate  you  will  receive  credit.  

Certificates  Certificates  will  be  given  to  those  students  who  attend  at  least  100%  of  all  classes.  

Contact  Information  You  can  send  me  email  at  [email protected]  Our  Class  Website:  www.MsWilkerson.com  

California  State  University,  Dominguez  Hills  College  of  Extended  &  International  Education  

Meeting  and  Event  Planning  Certificate  Program  www.csudh.edu/ee  

 

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SPECIAL EVENT MANAGEMENT

Presented by

Charmaine Wilkerson For the

Certificate of Completion in Meeting & Event Planning

College of Extended & International Education

DEFINITIONS

A unique moment in time of public assembly celebrated with ceremony and ritual to satisfy specific needs

Event Leadership / Event Management The profession requiring Management of a Special Event for the purpose of

celebration, education, marketing, or reunion

Special Event

EVENT LEADER / EVENT MANAGER AN INDIVIDUAL IN THE PROFESSION OF EVENT LEADERSHIP/MANAGEMENT WHO IS AT THE HELM OF A SPECIAL EVENT

Definitions - cont’d

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EVENT MANAGEMENT SPECIALTIES

Civic Expositions Fairs & Festivals

Hallmark Hospitality

EVENT MANAGEMENT SPECIALTIES – CONT’D

Meetings & Conferences Corporate/Associations Retail Social Life-Cycle

Sports Tourism Music/Entertainment

WHY ARE SUBFIELDS IMPORTANT?

Wolfgang Puck Born in St. Veit, Austria, Puck apprenticed as a chef in France. In 1973, he became Executive Chef of Ma Maison In LA. In 1982, he opened his own flagship restaurant, Spago, catering to celebrity clientele. Wolfgang Puck Catering (WPC) has created the cuisine for the Oscar’s Governor’s Ball at Hollywood and Highland and provides exclusive catering services to venues across the nation. Wolfgang’s empire includes branded cookware, utensils and appliances sold on Home Shopping Network, Sam's Club and the Frontgate catalogue.

THE SECRET OF MY SUCCESS "Surround yourself with committed, passionate, creative people; then you can't lose. I can't tell you how happy with and proud I am of the people who work here, how I've seen them grow, how I've seen them make a commitment to our clients, stretching their own imagination and creativity. It's the thing that makes me proudest. It's a team, a remarkable team of people."

Mary Micucci Along Came Mary

Colin Cowie “Born in Kitwe, Zambia, educated in South Africa, and a United States resident since 1985, Colin Cowie is recognized around the world as an arbiter of style. Colin Cowie Lifestyle – the world’s premier event planning, interior design and lifestyle company, with offices in Los Angeles, and New York – is the undisputed leader in its field.”

Business and Job Opportunities

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SPECIAL EVENTS MAGAZINE

$250 million +

5 CRITICAL STAGES OF SUCCESSFUL EVENT MANAGEMENT

• Research • Design • Planning • Coordinating • Evaluation

RESEARCH

•  Quantitative - is generally conducted in a survey manner which describes mostly demographics

•  Qualitative - is to probe for hidden meanings in the quantitative studies

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RESEARCH

To produce an effective event incorporate in your market research the 5 W’s:

•  Why •  Who •  When •  Where •  What

RESEARCH

“Why” should you produce this event to begin with

“Who” will be the stakeholders •  Internal - board of directors, committee

members, staff •  External - those who will be investing in your

event Sponsors, guests, donors

RESEARCH

“When” will the event take place. •  Time of year may influence location. i.e. outdoors

vs. indoors affects your event management time frame

“Where” will the event be held

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RESEARCH

“What” is the end result you wish to accomplish both for the guests and internal stake holders.

This should tie in with the rest of the W’s - Why, Who, When & Where Once you have answered the 5 W’s, the next is “How”

RESEARCH

“How” will your organization fund the event. This will also determine some of the W’s.

Budget - having it determined is crucial to producing

a successful event.

DESIGN

•  Brainstorming •  Creativity •  Theme

Resources - www.event-planner.com, www.specialeventsmagazine.com, www.specialevents.com, www.party411.com

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PLANNING

•  Timing •  Space •  Tempo •  Marketing

PLANNING

Timing involves the question “When” do you plan to hold your event. As the conductor, the Event Manager, is responsible to determine if the planning process is feasible

PLANNING

Space •  Location - Site inspection •  Space of time between critical decisions

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PLANNING

Tempo is the rate at which events take place during the planning stage

•  Time-Line •  Task List •  Managing Planning Committee

PLANNING

Marketing your event by •  Promotion •  Advertising •  Public Relations •  Mini Events •  Local Internet Listings •  Social Media

PLANNING

Promotion Know your event product. The most successful

salespeople have both expert knowledge of the product and effective sales skills.

Identify your target market

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PLANNING

Advertising Print not only in magazines or

newspapers but in association and organization newsletters, flyers, or website

PLANNING

Public Relations •  Press Releases - pre, during, and post

event •  PSA, TV •  Internet

PLANNING

Mini Events Using miniature events to promote larger

events, such as

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PLANNING

Local Listings u Zvents.com u Eventbrite.com

u Events/OC Register.com

PLANNING

Social Media u Twitter

u  Hash Tags: #csudhevents, #eventprofs

u Facebook: personal, business

u Pinterest: use visual images to promote u Blogs : ahlEVENTSBlog.com u Internet and apps : foursquare.com

PLANNING Social Media – cont’d

u LinkedIn u Groups : Event Planning & Event Management u Sub-groups:

u Social Media and Event Technology for Event Planners and Meeting

u Career Advice for Event Planning & Management

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COORDINATING

•  Executing the Task List by appointing leads •  Overseeing Time-Line •  Event Production Schedule (Event Time-Line)

EVALUATION

•  Stakeholders •  Guests/Attendees

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EVENT  TASK  LIST

Page  1  of  3

Event  Title  &  Date

Logistics Staff  Assignment Contact  info Complete  DatePrepare  projected  event  budget  and  submit  for  approvals  Determine  catering  needs  &  place  order(s)  Catering,  rentals,  lighting,  AV  site  visitsReserve  equipment  Finalize  menu  selections  Finalize  catering  order  numbers  Order  any  gifts  for  speaker  and/or  attendeesCheck  with  photographer  for  availability  Secure  volunteers  and/or  student  ambassadors

Program  &  Speakers Staff  Assignment Contact  info Complete  DateFinalize  speakers  for  event  Contact  speaker  to  discuss  event  –  equipment  needs,  style  of  lecture,  etc.Send  draft  scenario  with  suggested  bullet  points  and  send  to  VIPs  for  reviewContact  VIP  offices  to  work  on  desired  speaking  points  –  they  may  request  assistance  with  contentSend  final  scenario  and  guest  list  to  relevant  volunteers  and  staff  Submit  final  event  scenario,  current  guest  list,  table  seating  assignments  and  seating  diagram  to  VIPs  Finalize  presentation  and  load  presentation  on  laptop/flash  drive  Send  any  updates  to  relevant  volunteers  and  staff  

Printed  Materials  &  Mailings Staff  Assignment Contact  info Complete  DateDetermine  #  of  projected  guests,  invite  groups  and  any  research  requests  that  may  be  necessary  to  create  guest  list  Create  invitation  lists  –  contact  VIP  offices  for  any  additionalinvitees  they  would  like  to  include  Create  invitations  and  send  to  appropriate  staff  for  review  and  approvalObtain  a  quote  from  printing  company  **  If  the  Chancellor’s  names  will  be  used  on  the  invitation,  please  see  the  Special  Events    website  for  requirements  on  printed  materials  

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EVENT  TASK  LIST

Page  2  of  3

Finalize  invite  lists  Send  invitations  to  printer  Stuff  invitations,  seal  and  stamp  Send  out  invitations  Update  RSVP  list  and  cross  reference  name  spellings  with  invite  listE-­‐mail  or  call  those  invitees  who  have  not  responded  Submit  Guest  list,  final  table  guests  with  bio  information  and  seating  diagram  to  VIP'sCopy  handouts  Finalize  guest  list  and  send  to  VIPs  for  review  

Printed  Materials  &  Mailings Staff  Assignment Contact  info Complete  DatePrepare  packets  Finalize  seating  chart  Send  reminder  email  to  attendees/call  RSVP  listHandle  any  last  minute  RSVPs

Day-­‐of  Logistics Staff  Assignment Contact  info Complete  DateSupplies  &  MaterialsReserved  signsTalking  pointsGuest  List  -­‐  Alphabetical  by  last  name  and  another  list  by  table  #Table  diagramEvent  scenarioNametagsProgramsStaffing  flowEvent  suppliesBackup  computerPresentation  Foam  trays  for  nametagsGift/FavorsEvent  FlowOn-­‐site  Management  -­‐  catering,  AV,  rentals,  etc.Registration  &  guest  RelationsProgram  &  speakersClean-­‐up

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BMC  FINAL  EVENT  Show  Flow  &  Script   Page  2    

Final  Event  Show  Flow  Time   Action   Screens   Audio   Notes  

3:55  -­‐4:00   Photo  Slide  Show   Photo  Slide  Show  “Submitted  Presentations  –  title  page  montage”  

Music  from  slide  show  

Need  to  take  title  pages  and  make  a  slide  show  montage  and  music.    Do  we  have  this  done  yet?  

4:00   Voice  over  welcome  and  introducing  host  

BMC  Title  Slide   VO  by  Scott  Petersen   “Students,  Faculty,  Contestants,  Entrepreneurs,  Sponsors,  Mentors  and  Guests,  welcome  to  the  2011  Business  Model  Competition  Finals.    Introducing  your  Emcee  for  the  evening,  let’s  give  a  big  welcome  to  Mr.  Keith  McCord,  KSL  News  anchor  and  Reporter  and  emcee  extraordinaire.”  

4:01   Welcome  Opening  Remarks  

“   Keith  McCord  (per  script)  

Wireless  or  podium  microphone?  Includes  recognition  of  workers,  sponsors,  etc.  

4:05   Nathan  Furr   “   Nathan  Furr    4:10   Presentations  –   “           “   Background  music  –  

upbeat  and  energetic  Queue  first  presenter  

4:15   Presenter(s)  for  Company  #1  goes  to  stage  

PPT  for  Company  #1  Textwaiter  

  Order  of  presenters:    1)  Textwaiter  2)  Kalood  3)  MealDrop  4)  Gamegnat  

4:30   Presentation  and  Q&A  ends  Set  up  next  Company  

“   Background  music  –  upbeat  and  energetic  

   

  Presenter(s)  for  Company  #2  goes  to  stage  

PPT  for  Company  #2  Kalood  

   

4:45   Presentation  and  Q&A  ends  Set  up  next  Company  

  Background  music  –  upbeat  and  energetic  

 

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RESOURCES    

Career  Resources    

1. Indeed.com  

2. hospitalitycareernet.com  

3. hospitalityadventures.com  

4. hcareers.com  

5. MPI  Job  Bank  –  mpiscc.com,  mpiweb.org  

6. ISES  Job  Bank  –  ises-­‐la.com  

 

Organizations  

1. ISES  –  International  Special  Events  Society,  ises-­‐la.com  

2. NACE  –  National  Association  of  Catering  Executives,  nace.net  

3. AFP  –  Association  of  Fundraising  Professionals,  nsfre.org  

 

Certifications  

1. CSEP  –  Certified  Special  Event  Professional  Agency  –  ISES,  ises.com  

2. CMP  –  Certified  Meeting  Professional  Agency  –  CIC  (Convention  Industry  Council),  conventionindustry.org  

3. CFRE  –  Certified  Fund  Raising  Executive  Agency  –  CFRE  International,  cfre.org  

   

 

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REFERENCES        

1. “Special  Events     Best  Practices  in  Modern  Event  Management”     Second  Edition     Written  by:  Dr.  Joe  Jeff  Goldblatt,  CSEP    2. “Exceptional  Events  

  Concept  to  Completion”     Written  by:  Elizabeth  A.  Wiersma,  CSEP  and  Kari  E.  Strolberg  

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