CERTIFIED MEETING PROFESSIONAL 2026
REVISION NOTES AND STRUCTURED MEETING
AND EVENT MANAGEMENT OVERVIEW GUIDE
◉ Logistical Requirements. Answer: -destination and venue
requirements
-resources your participants require (accom, f&b, ADA, etc)
◉ Event Specific Requirements. Answer: -content and entertainment
◉ Legal Requirements. Answer: -local govt
-contracts
-permits
◉ Evaluation Requirements. Answer: -how will success be measured
◉ Sustainability Requirements. Answer: -how to execute a
sustainable event
-what are the local challenges
◉ Safety & Security Requirements. Answer: -risk assessment
-outside security needs
,-insurance needs
◉ Financial Summary. Answer: Includes: funding source, budget,
response to shortfalls, cash flow, currency and exchange risk
◉ Monitoring the Strategic Plan. Answer: - Determine Key
Performance Indicators (How will we know if we have accomplished
the objective/KPI?)
- Monitoring Tools and Processes (How will we measure and at what
frequency?)
- Feedback and Modification Processed (Do we need revisions and
how to communcate revisions?)
◉ Strategic Meetings Management Plan (SMMP). Answer: - Involved
developing and applying an organized system or policies,
procedures, tools that enable an org to reuce cost, leverage overall
spending and provide optimum service
- Requires engageing in a disciplined practive to ensure product
maximizes resources and supports org strategies
- Should have someone on the team to help manage the business
planning and strategy, developing a solid business proposition and
operating on a logistical and tactical level
◉ Sustainability Management Plan. Answer: - Integrate into the
strategic plan EARLY
, - Consider Env, social and economic factors
- Rethink, Reduce, Reuse, Recycle
◉ APEX/ASTM. Answer: Checklist for accepted practices for a
sustainable event/company
◉ ISO. Answer: Requires processes be in place to be considered a
sustainable event/company
◉ GRI. Answer: Guidelines on reporting the what/how of a
sustainable event/company
◉ Elements of a Sustainability Plan. Answer: Vision, principles,
important issues, objectives, actions/initiatives,
measurement/reporting
◉ Implement a Sustainability Plan. Answer: -Develop guidelines,
communicate objectives, negotiate sustainable practices, inform
attendees, verify on site, promote sustainable event practices
◉ Demonstrations of Sustainable Responsibility. Answer: -
Destination/Venue Selections
-Accommodations
-Transportation
REVISION NOTES AND STRUCTURED MEETING
AND EVENT MANAGEMENT OVERVIEW GUIDE
◉ Logistical Requirements. Answer: -destination and venue
requirements
-resources your participants require (accom, f&b, ADA, etc)
◉ Event Specific Requirements. Answer: -content and entertainment
◉ Legal Requirements. Answer: -local govt
-contracts
-permits
◉ Evaluation Requirements. Answer: -how will success be measured
◉ Sustainability Requirements. Answer: -how to execute a
sustainable event
-what are the local challenges
◉ Safety & Security Requirements. Answer: -risk assessment
-outside security needs
,-insurance needs
◉ Financial Summary. Answer: Includes: funding source, budget,
response to shortfalls, cash flow, currency and exchange risk
◉ Monitoring the Strategic Plan. Answer: - Determine Key
Performance Indicators (How will we know if we have accomplished
the objective/KPI?)
- Monitoring Tools and Processes (How will we measure and at what
frequency?)
- Feedback and Modification Processed (Do we need revisions and
how to communcate revisions?)
◉ Strategic Meetings Management Plan (SMMP). Answer: - Involved
developing and applying an organized system or policies,
procedures, tools that enable an org to reuce cost, leverage overall
spending and provide optimum service
- Requires engageing in a disciplined practive to ensure product
maximizes resources and supports org strategies
- Should have someone on the team to help manage the business
planning and strategy, developing a solid business proposition and
operating on a logistical and tactical level
◉ Sustainability Management Plan. Answer: - Integrate into the
strategic plan EARLY
, - Consider Env, social and economic factors
- Rethink, Reduce, Reuse, Recycle
◉ APEX/ASTM. Answer: Checklist for accepted practices for a
sustainable event/company
◉ ISO. Answer: Requires processes be in place to be considered a
sustainable event/company
◉ GRI. Answer: Guidelines on reporting the what/how of a
sustainable event/company
◉ Elements of a Sustainability Plan. Answer: Vision, principles,
important issues, objectives, actions/initiatives,
measurement/reporting
◉ Implement a Sustainability Plan. Answer: -Develop guidelines,
communicate objectives, negotiate sustainable practices, inform
attendees, verify on site, promote sustainable event practices
◉ Demonstrations of Sustainable Responsibility. Answer: -
Destination/Venue Selections
-Accommodations
-Transportation
