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ROAR Playbook
Welcome
Welcome (4:48)
Module 1 - Event Planner Defined
Welcome (2:34)
Glossary of Terms (PDF)
Chapter 1 – Definition of an Event Planner (3:34)
Chapter 2 – What is Event Planning? (5:05)
Chapter 3 – The Role of an Event Planner (3:01)
Chapter 4 – What is a Corporate Event? (3:57)
Chapter 5 – Weddings vs. Corporate Events (13:38)
Wedding vs. Corporate (PDF)
Chapter 6 – Different Types of Corporate Events (12:24)
Chapter 7 – Different Roles within the Events Department (3:33)
Event Department Titles (PDF)
Chapter 8 – Sample Room Set-ups (6:13)
Room Setups (PDF)
Module 2 - Getting Started in the Event Industry
Welcome (1:07)
Glossary of Terms (PDF)
Chapter 1 – How to Find a Job in the Event Industry (11:13)
Corporate Events Associations (PDF)
Chapter 2 – Best Practices for Networking (5:03)
Chapter 3 – Gain Experience with Your Day Job (3:24)
Chapter 4 – Tips on Closing the Sale (6:56)
Module 3
Welcome (1:01)
Glossary of Terms (PDF)
Chapter 1 – How Do I Budget? (11:05)
Allocating Budget Dollars (PDF)
Budgeting Worksheet (PDF)
Chapter 2 – Mastering Trade Shows (17:59)
Chapter 3 – Mastering Sales Conferences (17:50)
Chapter 4 – Mastering Roadshows (11:09)
Chapter 5 – Mastering Incentives (19:56)
Chapter 6 – Mastering Parties (6:18)
Module 4 - Catering
Welcome (1:10)
Glossary of Terms (PDF)
Chapter 1 – How to Find a Caterer to Match Your Style (8:45)
Chapter 2 – Working with Independent Caterers (15:53)
Questions for Caterers (PDF)
Chapter 3 – Working with Hotel Catering (19:14)
Sample Banquet Event Order (PDF)
Chapter 4 – Determining What to Order (10:59)
Calculating What to Order (PDF)
Chapter 5 – Guarantees (5:39)
Chapter 6 – Tips for Making Your Vendor Relationships into Partnerships (5:41)
Module 5 - Audio Visual
Welcome (1:06)
Glossary of Terms (PDF)
Chapter 1 – Audio Visual Options (19:07)
Chapter 2 – Audio Visual Negotiating Tips (11:47)
Chapter 3 – Lighting (7:08)
AV Options Checklist (PDF)
Module 6 - Event Branding & Design
Welcome (1:02)
Glossary of Terms (PDF)
Chapter 1 – What is Event Branding? (16:16)
Branding Decor Checklist (PDF)
Chapter 2 – Different Ways to Implement Event Branding and Design (25:22)
Chapter 3 – Food and Branding (6:08)
Chapter 4 – Collateral and Signage (16:09)
Module 7 - Event Marketing
Welcome (1:00)
Glossary of Terms (PDF)
Chapter 1 – Event Marketing 101 (9:57)
Chapter 2 – Best Practices for Social Media (10:27)
Chapter 3 – Registration & App Development (16:23)
Registration Resources and Tips (PDF)
Module 8 - Timelines & Project Plans
Welcome (1:25)
Glossary of Terms (PDF)
Chapter 1 – Managing Client Expectations (13:05)
Suggested Timelines (PDF)
Chapter 2 – Creating a Realistic Project Plan (13:05)
Sample Project Plan Spreadsheet (Google Sheet)
Chapter 3 – Creating an Event Overview (14:17)
Rooming List Templates
Module 9 - Hotel Sourcing, Commission & Negotiating
Welcome (2:17)
Glossary of Terms (PDF)
Chapter 1 – How to Find the Perfect Venue (17:31)
Hotel Brand List (PDF)
Site Visit Checklist (PDF)
RFP Sample (Doc)
Hotel Availability Template (Google Sheet)
Hotel Budget Template (Google Sheet)
Chapter 2 – Tips for Negotiating Hotel Contracts (21:25)
Chapter 3 – Concessions for Hotel Contracts (7:23)
Concession List (PDF)
Setting the Stage for Hotel Commissions (7:22)
Chapter 4 – What is an IATAN Number and Commissions? (12:03)
IATAN Accreditation Requirements (PDF)
IATAN Fee Schedule (PDF)
IATAN Accreditation Application (PDF)
IATAN Agency Agreement (PDF)
Sample Commission Statements (PDF)
INTERVIEW: Hotel Commissions with Michelle Thomas (27:09)
INTERVIEW: Commissions from a Clients Perspective (16:55)
Module 10 - Proposals, Contracts & Finance
Welcome (1:18)
Glossary of Terms (PDF)
Chapter 1 - Pricing Your Services (19:47)
Pricing Services Guide (PDF)
Chapter 2 - Event Proposals (14:27)
Sample Proposal (PDF)
Chapter 3 - Procurement, Invoicing, and Common Mistakes (21:08)
INTERVIEW: Understanding Hotel Contracts with Michelle Thomas (31:50)
INTERVIEW: Contract Do's and Don'ts with Annette Stepanian (55:27)
Sample Hotel Contract (PDF)
Now what?
Now what? (1:46)
Chapter 2 – What is Event Planning?
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