International EMBOK Model

CEM Learning Program Curriculum Blueprint

Initiation

I. A. c. Globalization of the Industry

I. A. d. How economic influences impact events and exhibitions

I. B. b. Defining the Goals and Objectives of the Event

I. B. e. Research of the Current Marketplace and Competitive Analysis

II. B. Event Definition/Perimeters Event Definition/Perimeters

VIII. C. Defining Event Needs

X. STRATEGIC PLANNING AND MANAGEMENT

X. A. c. Globalization and Economic Influences of the Exhibition and Events Industry

X. B. Strategic Planning for Improving and Launching Events

Planning

II. D. Setting Time Lines and Project Management

X. G. Developing a Strategic Management Plan

X. H. Launching a New Exhibition/Event

X. I. Project Management Considerations

X. I. a. Project Planning

Implementation

The Event

VII. F. On-Site Management

Closure

I. G. Measuring the Success/Return on Investment of all Marketing Strategies

II. Q. Evaluations and ROI measurement

III. F. Post Event Evaluation

VI. Q. Evaluation Criteria

X. J. Evaluation

XI. J. Evaluation Considerations

ADMINISTRATION

Financial

I. B. h. Setting fees (registration, booths, sponsorships, advertising, etc.)

I. E. Budgeting

II. C. Budget Development

V. H. Payment and Billing

VII. D. f. Financial and Accounting Processes

IX. FINANCE, BUDGETING AND CONTRACTS

IX. A. Defining Revenue Potential

IX. B. Defining Costs and Expenses

IX. C. Establishing Fees

IX. D. Accounting Principles

IX. E. Developing the Budget

IX. F. Managing and Controlling Cash and Cash Flow

IX. G. Payment Methods and Currency Considerations

IX. H. Billing and Invoicing

XI. C. Budget Considerations

Human Resources

II. A. Management Team

II. I. Planning on-site staffing

IV. M. Motivation

V. B. i. (p. On-Site Temporary Personnel

V. D. Labor Relations, Rights and Rules

VI. L. Staffing Issues

X. I. d. Teams and Team Building

XI. D. Management Considerations

XI. D. a. Identifying the team and responsibilities

Information

I. C. c. Database/List Management and Maintenance

I. G. Measuring the Success/Return on Investment of all Marketing Strategies

II. Q. Evaluations and ROI measurement

III. F. Post Event Evaluation

IV. F. Data Collection and Management

VII. D. Data Management and Collection

X. J. b. Analyzing Data and Statistics from the Event

Procurement

III. B. Working with the General Service Contractor

V. CONTRACTED SERVICES AND VENDORS

V. A. Identifying Contracted Services and Vendors

V. B. Contracted Service Choices and Contractor/Vendor Functions

V. B. d. Facility Types/Facility In-house/Preferred Services

V. C. General Service Contractors (GSC)

V. E. Developing and issuing RFPs

V. G. The Working Relationship

V. G. a. Establishing management and contractor roles and responsibility

V. G. d. Work Orders and Specifications

VIII. I. Developing related RFPs - RFP Components and Contents

Stakeholders

II. F. Vendor and Facility Relations

V. G. b. Identifying the key players

VI. P. Orienting Staff, Leadership, Key Stakeholders

VIII. H. Management Perspectives

X. C. Identifying the Key Stakeholders and Defining Their Roles

Systems

I. C. c. Database/List Management and Maintenance

I. F. Technology

III. E. a. Automation and Floorplan Design Software and Resources

VI. D. e. Badging and Identification Systems

VII. C. Systems Analysis

VII. H. Evaluation Processes

VII. H. a. Monitoring Technology Developments

VII. H. b. Evaluating Systems and Procedures

IX. D. c. Technology and Software Resources

XI. D. c. Technology resources

Time

I. D. Setting Time Lines and Project Management

IV. G. Project Management in the Sales Process

V. C. f. Master Schedules, Time Lines, Critical Path

X. I. b. Preparing a Master Schedule and the Critical Path for All Projects

XI. D. b. Project timelines

DESIGN

XI. CONFERENCE AND MEETING MANAGEMENT PRINCIPLES FOR THE EXHIBITION MANAGER

Catering

XI. C. a. 5. Food and Beverage needs

XI. E. g. Food and Beverage Management

XI. E. h. Banquet Event Orders and Work Orders

Content

XI. B. Programming and Educational Offerings

XI. B. g. Educational Content Development

XI. B. h. Delivery options

Entertainment

V. B. i. (j. Production (Special Event/Entertainment)

Environment

II. J. g. Signage, decorations and other considerations to customize facility to the event

III. C. Developing the Floor Plan

III. D. Traffic Enhancements

V. B. i. (a. Floral

V. B. i. (e. Furniture and Equipment Rental

XI. B. i. Meeting and Education Environment

Production

V. B. i. (k. Audio Visual

XI. C. a. 1. Audiovisual

XI. E. d. AV Considerations

XI. E. j. 1. Production Companies

Program

XI. E. j. Special Events

XI. I. c. Tours and Partner Programs

Theme

MARKETING

I. EVENT MARKETING – ATTENDANCE AND EXHIBIT/SPONSORSHIP PROMOTION

Marketing Plan

I. B. Developing effective attendance and exhibitor/sponsorship promotional marketing plans

I. C. Components of Integrated Marketing

IV. B. Integrated Marketing

Materials

IV. H. Sales and Marketing Collateral

Merchandise

Promotions

II. E. b. Sponsorship and Advertising Management

Public Relations

I. C. d. Public and Press Relations, Considerations and Management

VI. C. d. Media and Public Relations Management

X. D. Public Relations

X. E. Creating and Maintaining Positive PR and Media Relations

X. F. Communicating the Organization/Events Message

Sales

II. O. On-site sales management – Selling future year(s)

IV. EXHIBITION AND EVENT SALES

IV. C. Sales Vs. Marketing

IV. D. Understanding the Customer

IV. E. Planning the Sales Campaign

IV. I. The Sales Process

IV. J. Relationship Selling

IV. K. Selling Internationally

IV. L. Selling Green

Sponsorship

II. E. b. Sponsorship and Advertising Management

OPERATIONS

II. EVENT OPERATIONS

Attendees

V. B. e. Registration

V. B. f. Housing Management

VI. D. e. Badging and Identification Systems

VII. HOUSING AND REGISTRATION MANAGEMENT

VII. A. Registration Management Components

VII. B. Housing Management Components

VII. E. Badging and Identification Systems

VII. G. a. Message Centers, Internet/Email Stations, Product Locators

XI. G. Managing the housing process

XI. H. Travel Management

XI. H. g. 2. International attendee services

Communications

II. J. a. Pre-event and Briefing Meetings - Facilities, Vendors/Services Contractors

II. N. Management of Event/Exhibition

VI. L. c. Communications Teams

XI. F. On-site management

XI. F. a. Facility Contacts/Staffing

XI. F. b. Pre and Post Meeting Briefings

Infrastructure

II. F. h. Transportation

II. K. h. Utility, rigging, communications, internet set up and management

II. M. Cleaning and floor clearing management

V. B. i. (m. Transportation - Shuttle, DMCs

XI. I. On-site transportation considerations

Logistics

II. G. Materials shipment

II. J. Arrival On-Site

II. K. Move-In

II. P. Move-Out

XI. E. Meeting Management Logistics

Participants

II. E. Exhibitor Services

Site

II. F. i. Fire Marshall approval of floor plans

II. H. Site Inspections

II. L. Special areas set up - Demo areas, F&B areas, Internet areas, etc.

III. FLOOR PLAN DEVELOPMENT

VIII. FACILITIES AND SITE SELECTION

VIII. A. Overview of Facility Options

VIII. B. Evaluating facilities types and their services

VIII. D. Establishing geographic location

VIII. E. Identifying Facility and Destination Requirements

VIII. F. Evaluation of Potential Sites/ Destinations

VIII. G. The Site Visit

XI. E. a. Room Assignments

XI. E. b. Room set ups

Technical

II. K. h. Utility, rigging, communications, internet set up and management

V. B. i. (k. Audio Visual

VI. D. f. Technology Resources for Exhibition/Event Security

RISK

II. J. h. Review of Safety, Crisis, Security Policies with contractors and facility

VI. SECURITY, RISK AND CRISIS MANAGEMENT

VI. A. Security, Emergency and Crisis Issues Related to Exhibitions

VI. B. Assessing Risk Management

Compliance

II. F. i. Fire Marshall approval of floor plans

II. K. i. 2. Enforcement of Regulations

V. D. Labor Relations, Rights and Rules

VI. E. g. Food Services Considerations

VI. E. h. Liquor Liability and Issues

VI. H. e. Event and Exhibit Rules and Regulations

VIII. G. e. ADA Considerations

XI. E. j. 2. Music Licensing

XI. H. g. 1. Visas and entry requirement considerations

Decisions

V. C. d. General Criteria for Making the Choice

VI. C. b. Planning vs. Reacting

VII. F. f. Management and Troubleshooting

VIII. E. Identifying Facility and Destination Requirements

VIII. F. Evaluation of Potential Sites/ Destinations

VIII. J. Selection Process

Emergency

II. F. d. First Aid/EMT Scheduling

II. K. e. Management of safety and emergency considerations

VI. C. c. Crisis vs. Emergency

VI. H. Crisis and Emergency Management/ Preparedness

VI. I. Developing the Crisis Management Plan

VI. J. Development and Dissemination the Preparedness Plan

VI. K. Working with the Venue on Crisis Management

VI. M. Updating and Maintaining the Plan

VI. N. Modifying the Plan for Specific Events and Destinations

VI. O. Drills and Practice Runs

Health/Safety

II. F. d. First Aid/EMT Scheduling

II. K. e. Management of safety and emergency considerations

II. M. c. Sanitation issues – i.e. food, regular trash, etc.

VI. I. b. 2. Health and Sanitation Related

VII. F. e. Traffic Patterns, Flow and Crowd Control Issues

Insurance

VI. E. Insurance and Risk Management Considerations

VI. E. a. Identifying Liability Issues

VI. E. b. Types of Insurance

VI. F. Exhibitor Insurance and Documentation

VI. G. EAC Insurance

Legal

V. F. Finalizing the Agreement

V. F. a. Contract terms

IX. I. Contract Management and Negotiation

IX. J. Exhibition Contracts

IX. K. Vendor Contracts

IX. L. Hotel Contracts

IX. M. Facility Contracts

IX. N. Rates and Additional Concessions

IX. O. Cancellation and termination clauses

IX. P. ADA Considerations

IX. Q. Terminology and Components of Contracts

IX. R. Terms and Conditions of Contracts

IX. S. Legal Implications and Considerations

IX. T. Dispute Resolution

Security

II. F. c. Security Scheduling

II. K. d. Security Management - Staffing, schedule, badging issues

VI. D. Exhibition Security

No Match*

* Continuous Improvement is included in the International EMBOK Model as a core value, and Sustainability is included in the Silvers EMBOK Curriculum Model as a Core Value

X. K. Implementing Processing Improvements

XI. E. k. Planning Green Meetings