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  • 1.  Customer Success Groups: Virtual Small Meetings & Events Breakout Activity

    Posted 07-10-2020 05:21
    Edited by Megha Jetley 07-10-2020 05:22
      |   view attached

    We hope you have registered and are as excited as we are for the Customer Success Group series!  😊 During the live session, you will be divided into virtual breakout rooms to connect in smaller groups and discuss a mock planning checklist for pivoting to a virtual experience. Why don't you take a step ahead and use the attached blank template to create an event planning checklist of your own! 

    Make sure you don't miss any discussion by clicking the star at the top of this post to follow it. Be sure to continue the conversation once the session completes and hear strategic tips from other users in the series for small meetings and events

    Ready to network and chat with your fellow users now? Copy the questions below, click reply, paste the questions, and provide your responses.

    • Share your tips for pivoting an in-person event to virtual.
    • How has your event planning processes changed?
    • Hosted a virtual event already? Share some Do's and Don'ts for planning a virtual event  


    We look forward to seeing you live virtually soon (the new normal way)! πŸ˜Š Let us know if you have any questions. #ManagingVirtualEvents


    #Flex-Creating/ManagingEvents
    #ManagingVirtualEvents


    #Flex-Creating/ManagingEvents
    #ManagingVirtualEvents

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    Megha Jetley
    Team lead, Online Community Marketing
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  • 2.  RE: Customer Success Groups: Virtual Small Meetings & Events Breakout Activity

    Posted 07-16-2020 14:52
    My approach has been to think of it still just like a live event. There's so many components that remain the same (General session screen -- need holding and transition slides; videos); gathering of speakers and info and setting the agenda and roundtables. Whenever possible we try to pre-record single speaker sessions in advance to avoid any concerns over bandwidth issues. Have a running script. Collaborate and set up planners and access to files. Do run throughs and ensure everyone who is speaking signs on at least 15 minutes prior to the event.  We try and have a back-up emcee or host as well just in case something were to ever go wrong with our key host.

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    Rachel Sigley
    Branding
    Tata America International Corporation
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  • 3.  RE: Customer Success Groups: Virtual Small Meetings & Events Breakout Activity

    Posted 07-18-2020 10:45
    • Share your tips for pivoting an in-person event to virtual. Over-communicate to your audience and internal team to ensure there is no confusion.
    • How has your event planning processes changed? We are spending a lot of time in webinar software now!
    • Hosted a virtual event already? Share some Do's and Don'ts for planning a virtual event. Over-communicate and be sure to do a "dry run" prior to webinar day.


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    Lori Wildman
    Senior Marketing Manager
    DuCharme, McMillen & Associates, Inc.
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  • 4.  RE: Customer Success Groups: Virtual Small Meetings & Events Breakout Activity

    Posted 07-20-2020 16:11

    Hey everybody! 
    We have some meaty in-person events in the summer usually, and these have pivoted to virtual. A main difference for us was to condense the program. Usually we offer a week-long, all-day program, but with taking into account screen fatigue and the fact that people are also taking care of their kids etc, we went down to a four-day program, and with having only three meetings per day, two in the morning and one early in the afternoon. 
    Another big change is that we decided that instead of doing small group sessions and limiting capacity, our content would be more general and we would not limit capacity. 
    On the tech side of thing, one thing we did that worked really well for our first event was to have not just one trainer leading the webinar, but have one or two trainers doing the speaking and have one or two extra trainers dealing with the content questions in the Q&A, running the polls and announcing the results of those, etc. We also always had one tech person addressing tech Q&A, and helping presenters with their documents and slides as needed. 

    Cheers,



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    BΓ©line FALZON
    Event Planner
    California Teachers Association
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  • 5.  RE: Customer Success Groups: Virtual Small Meetings & Events Breakout Activity

    Posted 07-22-2020 15:13
    Transitioning our corporate training classes to fully virtual experience has been eye opening! It made us realize that an online format might be the best option going forward... permenently! It is a cost effective solution for us and the attendees. 
    • Share your tips for pivoting an in-person event to virtual:
      • Our first couple events that went from in-person to virtual transitioned quickly. Thankfully we could contact everyone easily, inform them of the new format, and get all materials/links out to them beforehand.
    • How has your event planning processes changed?
      • The process has not changed very much. If anything I've really beefed up our template libraries since we're using Cvent a lot these days.
    • Hosted a virtual event already? Share some Do's and Don'ts for planning a virtual event
      • Do:
        • Interact often PRIOR to the event. Attendees are busier than ever now that they're working remotely. Its great to check in a couple days before to confirm they still plan on attending. Most of our events have a waitlist so it helps create 100% attendance.
        • Have 2 people running all events. While one person is presenting the other person can manage the live chat and any questions that might comet through.
      • Don't
        • Overbook online events. If attendees are interacting with the group it is important that the presenter(s) can manage the # of online attendees without taking away from the experience. 
        • Over schedule! Know your audience and what they need. Can they really commit to an event every other week or would one per month be more effective?
    ​

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    Sarah Jordan Usher
    Market Administrator
    CNC Software, Inc.
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  • 6.  RE: Customer Success Groups: Virtual Small Meetings & Events Breakout Activity

    Posted 08-10-2020 12:12
      |   view attached

    Hi all! Our Small Meetings and Events sessions have officially wrapped up for this virtual Customer Success Group series. We had some fantastic conversation in the live breakout sessions that we wanted to share with the Community. Take a look at the attached file to see a completed virtual Small Meetings and Events checklist compiled from the best discussions in the sessions. 

    • What other tasks do you plan to add to your checklist that will be required to support a virtual small meeting, but was not previously done for in-person events?
    • What ideas do you have to keep up engagement for your attendees in addition to what is listed in the attached checklist? 
    • What will you add to your know-before-you-go email and attendee communications to support a virtual environment?

    Do you have any additional steps to add to this checklist? Have you already hosted a virtual event and are eager to share the best practices you learned? Feel free to share your ideas or questions and keep the conversation going here for virtual small meetings!

    If you host Marquee events, register now for the ongoing Customer Success Group sessions. We look forward to seeing you there!



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    Megha Jetley
    Cvent Marketing Department
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