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Event & Meeting Management Fundamentals

If you’re looking to become an event or meeting planner, or you’ve been planning events for a while but never got proper training, this is the ultimate course for you. Here you’ll get a thorough understanding of how events work, why people and companies host events, how the industry is configured, and how to strategically plan and coordinate a typical event from A to Z. This course will cover the role of events in today’s world, budgets and goals, workflow management, venue selection and negotiation, room layouts and seating formats, food and beverage, entertainment and speakers, design and decor, transportation and logistics, registration and check-in, hybrid meetings, apps and technology, basic lighting and audio visual, and more.

Learn From Industry Expert Kevin White, CSEP

Kevin White has been a storyteller his entire life. That love of capturing attention and engaging people is what brought him to a decades-long career in experiential design. In 2011 he founded XPL, a boundary-pushing agency that delivers bold, powerful live events that transform audiences around the world. Kevin’s commitment to his industry is demonstrated by his willingness to give back. He was selected by his peers to serve as international president of the International Live Events Association (ILEA). He currently teaches event students through the Event Leadership Institute and has been a professor at New York University.

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Learning Outcomes

1. Understand how to create an event that achieves specific objectives for the host/client.

2. Design a planning process that incorporates budgeting, project management, communication and evaluation tools.

3. Have an understanding of the various event elements (food and beverage, design, entertainment, site selection, etc.) and how to cost-effectively employ them.

4. Understand the role of the planner on site at the event, and the mindset necessary to oversee successful event coordination.

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Earn Your Digital Certification

A Digital Credential from ELI can be placed in your email signature, website, Linked In, Facebook, etc. Anyone who clicks on it sees your accomplishments on our Verification Page.

How does the course work?

Participants will log into our private Learning Management System, where each week approximately 2 hours of new lesson content will be released. Lesson content will usually be in video format, broken into digestible chapters of approximately 5-10 minutes each, and may be supplemented with PDFs or links to external articles. The lessons may be viewed at any time once they are released, and you can complete the lesson videos at your own pace. Short quizzes and assignments may be given to help reinforce learning outcomes.

What if I’m busy one week and can’t get to the material?

At the end of this 10 week online course, we provide participants an additional four weeks to catch up if they were unavailable for any portion of the course (hey, we know planners are busy).

When/how can I contact the instructor during the course?

The instructor will be available to answer questions and provide feedback at set times each week. Outside of those hours, the instructor will make every effort to respond to emails within two business days. (Keep in mind our instructors are subject matter experts who are actively working on events.)

Tell me about your learning guarantee?

The Event Leadership Institute stands behind all of its content. If you feel you didn’t learn what you expected to in this course, just let us know within 30 days of the final lesson and we’ll give you a full refund.

  1. Industry Overview
    • Defining A Special Event
    • Human Considerations & Success Factors
    • Designing An Event
    • Event Types
    • Client Needs
    • Evolution of the Experiential Industry
    • Careers in the Industry
    • Understanding the Players: Who Does What
  2. The Role of A Planner
    • Backgrounds, Experience
    • Typical Planning Department Structures
    • Pre-Event Responsibilities
    • On-Site Responsibilities
    • Post-Event Responsibilities
  3. Event Architecture
    • Establishing Objectives
    • Knowing Your Audience
    • Selecting the Right Event Format
  4. Establishing the Creative Vision
    • Getting Buy-In From the Decision-Maker
    • Expressing Your Information
    • Elements of A Proposal
    • Key Business Considerations
  5. Project Management
    • Goal Setting
    • Resource Evaluation
    • Timeline Management
    • SWOT Analysis
    • Team Roles & Communication
    • Tracking & Evaluation
  6. Finance & Budgeting
    • Budgeting & Forecasting
    • Income & Expense Analysis
    • Fixed vs. Variable Costs
    • What Things Cost
    • R.O.I. – Understanding Return On Investment
  7. Contracts & Negotiations
    • Key Parts of A Contract
    • Typical Industry Clauses
    • Stages of Negotiation
    • Negotiating Strategies
  8. Site Selection & Management
    • Destination Selection
    • Venue Selection
    • Site Inspections
    • Ancillary Support: Tents, Power, Sanitation, WiFi
  9. Risk Management
    • The Americans with Disabilities Act
    • Risk Assessment
    • Emergency Response Planning
  10. Spatial Design
    • Objectives vs. Design
    • Meshing Elements Together
    • Crowd Experience
    • Standard Designs Review
    • Room Design Software
  11. Food & Beverage
    • Types & Terms
    • Buying Food & Beverage | Providers
  12. Audio Visual
    • Sound
    • Lighting
    • Staging
    • Video
  13. Guest Services & Logistics
    • Invitations & Registrations
    • On-Site Check-In
    • Transportation & Parking
    • Way Finding & Directional Signage
    • Security & Emergency
    • Translation
    • Concierge
  14. Entertainment & Speakers
    • Types
    • How to Employ In Design
    • Buying Tips
  15. Marketing & Technology
    • Options for Marketing
    • Marketing Plan Goals
    • Leveraging Technology
    • Mobile Apps & Social Media
    • Photo/Video Capture and Post-Event Usage
    • Virtual/Hybrid Event Options
  16. Coordinating the Event, Day-Of
    • Load In and Set Up
    • Who Oversees What
    • What Planners Should Be Doing During the Event
  17. Service & Staffing
    • How to Estimate Staff Needs For Various Services
    • Selecting the Right On-Site Staff
  18. Sustainability
    • Key Terms
    • Options for A More Environmentally Friendly Event
    • Cost vs. Impact

“I learned so much from this course, and am proud to put having taken it on my resume. I would absolutely recommend it to others.”
– 
Libby Richardson | Events Manager, United Way of Central and Northeastern Connecticut

“This is an amazing course, and you are doing a FABULOUS job with the training!!! Even though I’ve been meeting planning for over 20 years, I am learning so much detail!
– 
Tami Forcellina | Diageo

Thank you for this great course! I have been a program manager for Medical education programs for over 8 years and it has been helpful to think about events other than educational meetings!
– Valeta Creason Wahl | Program Associate, Univerisity of Nebraska, College of Nursing

“When evaluating new candidates for full time or freelance staff, one of the first things we take into consideration is the person’s legitimate, industry-specific education.  A certificate from E.L.I. tells us they are on the right track.”
– 
Rob Hulsmeyer | Partner, Empire Force Events.

“A credential from the Event Leadership Institute carries a lot of weight with us. Given the quality and depth of their content, we know they train people for the rigorous demands of our industry, and come to work ready to hit the ground running.”
– 
Adam Sloyer | Managing Director, Sequence Events

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