The Meeting Planning Process: A Guide to Planning Successful Meetings

By Mary Jo Wiseman and Mary Jo Wiseman CMP

The essential addition to every meeting planner's toolbox

The Meeting Planning Process

A Guide to Planning Successful Meetings...

A commonsense approach to managing the entire Meeting Planning Process ...

Most current content update March 2026. First launched October 2016.

Providing structure and tools to keep meeting planners and administrative professionals at all levels focused on task and on time...

A Meeting Planning Process provides for a clear, concise, structured, time-sensitive PLAN for planning and executing a meeting or event under the direction of a designated host (or representative of) ... when failure is NOT an option.

LEARN keen insights and valuable tips to CREATE textbook picture-perfect EXPERIENCES by staying true to the basic elements of the planning process.ESTABLISH meeting goals, objectives, and key messaging strategies to target audiences.SELECT venues and room sets that align with your intended goals and objectives.DEVELOP project budgets. Be accountable; spend wisely. IDENTIFY action items, task lists and timelines to keep you and your team on task and on time.SURROUND yourself with experts to make you and your organization SHINE.

"The Meeting Planning Process: A Guide to Planning Successful Meetings" offers a commonsense approach to managing the meeting planning process based on the knowledge and experience she acquired during her career as a corporate meeting and event coordinator. Now she shares her secrets for success through this book.

"...The focus on a plan and how to develop and work that plan provide the key ingredients for how to manage a successful meeting or event while reducing the stress of multiple details and deadlines."

"I appreciate how Mary Jo has pulled together everything to consider into one easy-to-consult tool."

"... the templates are priceless "

"If you want to expand your meeting planning abilities ... You might even discover an interesting new career."

The Guide offers a practical overview of the entire planning process for the novice planner, to the administrative professional called upon to plan meetings outside of their day-to-day responsibilities, to meeting planning veterans alike. It offers keen insights and valuable tips to help CREATE textbook picture-perfect (and Instagram-able) EXPERIENCES for their audience by staying true to the basic elements of the planning process. It is intended to lead people through the proper steps and the sequence of tasks involved in planning a meeting such as: Establishing a Design/Planning Team; Developing an Overall Meeting Action Plan; Budgeting; Site Selection; Communications; Travel; Contract Review; On-site Management and more.

The author believes it is the PROCESS or the system one uses to get started that can either keep you on track or send you off the rails. She also firmly believes it is NOT just one person who makes a meeting or event happen, but rather a well-led TEAM of dedicated, enthusiastic, talented individuals who come together to do what they do best to help organizations EXCEED program objectives and make them SHINE.

BONUS "The Meeting Planning Process: A Guide to Planning Successful Meetings" also includes handy templates that can be tailored to your team's specific needs, including:

Meeting Timeline.Overall Meeting Action Plan.Request for Proposal (RFP).Diagrams of meeting room sets and their potential uses.

• Format: Paperback
• Language: English
• ISBN: 1535511842
• ISBN13: 9781535511841
• Release Date: October 2016
• Publisher: Createspace Independent Publishing Platform
• Length: 68 Pages
• Weight: 0.74 lbs.
• Dimensions: 0.2" x 8.5" x 11.0"