Meeting Policy/Meeting Operations Learning Center

Govern every meeting.

Build a strategic meetings management program that brings meeting policy, centralization, and governance together. Give your teams clear guidance, improve oversight, and make more informed decisions across your meeting operations.

Explore meeting policy/meeting operations resources

Getting started

Meetings and Events Excellence
Meeting & Event Management Program Starter Kit
Meetings Management Overview
Strategic Meetings Management Implementation Timetable Template
Creating Your Meetings Policy
Your Guide to Mastering Cross-Departmental Communication

Top three tips

1. Obtain leadership support for your Meeting Policy, start small, and expand it within the organization. Collaborate with other departments such as finance, card, and procurement to identify outliers.

2. Standardize your Meeting Centralization by implementing procedures for all planning aspects, so all event types, regions, and businesses can follow the same guidelines.

3. Establish Governance by creating a change management process for requests and decisions to meet evolving business needs.

Additional resources

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Evolving SMM

Unveiling the Myths of Strategic Meetings Management
Meetings Management Success
The Benefits of Strong Governance Practices

Case studies

AIG
Medtronic
Global SOF Foundation

Customer story

Neuberger Berman

Neuberger Berman sought to centralize and scale their events program across the organization. They leveraged Cvent's Strategic Meetings Management and other integrated solutions to automate meeting request forms, manage budget approvals, and consolidate data and reporting -- all in one system. "Cvent has a name for itself at our firm now," says Donna Gambale, Vice President - Event Manager. "Our stakeholders are relying on us to be the firm's reporting for all events globally, so Cvent continues to serve us well."

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Meetings & Incentives Worldwide

“A Strategic Meetings Management Program is essential for companies to be able to gather data about their events, but also to put some guidelines and parameters around what an event is,” explains Bridget. She adds that SMMPs can start with guidelines that eventually evolve into more formal event policies. “It scales out to the enterprise,” she shares, adding that efficiency is a key component of an SMMP. “Having event templates and the same branded experience makes things cohesive and consistent, but also makes it incredibly efficient when it comes to things like website builds,” she says.

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