Site Visit Schedule Template: Fill & Download for Free

You have been tasked with planning your organization’s next big meeting, conference or convention, and the stakeholders in your company have asked you to consider unfamiliar destinations and hotels. They have asked you to “shake it up” and basically start the planning process from scratch. This checklist will help you do just that. Whether this is your first conference or your 40th, this checklist will help you along the way. It will teach you about the elements of choosing the perfect destination and venue, which includes writing a responsive RFP, analyzing the results, looking at other considerations the RFP may not have addressed (including a site visit) and negotiating a “win-win” for both parties.Choosing the Perfect DestinationMatch your destination with your attendee needsBreak down the budget by what your attendees and your organization will payDetermine the types of hotels and meeting space that match your needs and budgetAnswer the questions in this chapter about destination appealLook hard at transportation optionsFinding the Perfect DestinationLook at meeting objections and requirements:What are the goals?What is the attendee’s style?What about meeting space, audio/visual & food?Review your past survey results and meeting historyLook and ask for help in the following areas:The local Convention and Visitors Bureau (CVB)The Destination Marketing Association International (DMAI) BlogConvention Industry Council, APEX templatesMeeting Professionals International (MPI) community directoryAmerican Society of Association Executives (ASAE) models and samplesProfessional Convention Management Association (PCMA) meetings & exhibits strategyLinkedIn groupsCvent Supplier http://NetworkEliteMeetings.comWriting the Perfect RFPTell your organization and event storyDefine your event’s purposeGive a very detailed event profileBe sure to include your trade show informationShare budget guidelinesProvide a deadlineUse templates and online resources:CIC and APEX offer free templatesCvent Supplier NetworkBe available for questions and clarificationsEvaluating Hotel ProposalsCreate an assessment criteria spreadsheetSpend time evaluating qualitative factorsDeep dive into the meeting room configurationsDetermine if a long-term relationship with the venue staff matters or notSeek out word-of-mouth recommendations from other plannersMaking the Most of Your Site VisitReview your findings with key stakeholdersSchedule site inspections and stay overnightWhen you arrive, make certain you validate and answer questions regarding transportation, food choices, taxes and attractionsWhen site visits are complete, type up your notes, call another meeting and rank order venuesNegotiating with HotelsGive them a total economic value overview of your meetingNegotiate better room block termsBe creative with food and beverage (F&B) optionsLink meeting space to sleeping rooms and/or F&BUnderstand your technology options and work toward free Wi-FiGet everything you negotiate in writingRead and re-read your contract several times, ask others to read it for clarityReview with your in-house attorney if questions or issues still aboundSign the contractConclusionHopefully this checklist will help you in all your future venue planning ventures. The next time you need to find a new venue, refer back to this list to make the process as painless as possible.

You have been tasked with planning your organization’s next big meeting, conference or convention, and the stakeholders in your company have asked you to consider unfamiliar destinations and hotels. They have asked you to “shake it up” and basically start the planning process from scratch. This checklist will help you do just that. Whether this is your first conference or your 40th, this checklist will help you along the way. It will teach you about the elements of choosing the perfect destination and venue, which includes writing a responsive RFP, analyzing the results, looking at other considerations the RFP may not have addressed (including a site visit) and negotiating a “win-win” for both parties.Choosing the Perfect DestinationMatch your destination with your attendee needsBreak down the budget by what your attendees and your organization will payDetermine the types of hotels and meeting space that match your needs and budgetAnswer the questions in this chapter about destination appealLook hard at transportation optionsFinding the Perfect DestinationLook at meeting objections and requirements:What are the goals?What is the attendee’s style?What about meeting space, audio/visual & food?Review your past survey results and meeting historyLook and ask for help in the following areas:The local Convention and Visitors Bureau (CVB)The Destination Marketing Association International (DMAI) BlogConvention Industry Council, APEX templatesMeeting Professionals International (MPI) community directoryAmerican Society of Association Executives (ASAE) models and samplesProfessional Convention Management Association (PCMA) meetings & exhibits strategyLinkedIn groupsCvent Supplier http://NetworkEliteMeetings.comWriting the Perfect RFPTell your organization and event storyDefine your event’s purposeGive a very detailed event profileBe sure to include your trade show informationShare budget guidelinesProvide a deadlineUse templates and online resources:CIC and APEX offer free templatesCvent Supplier NetworkBe available for questions and clarificationsEvaluating Hotel ProposalsCreate an assessment criteria spreadsheetSpend time evaluating qualitative factorsDeep dive into the meeting room configurationsDetermine if a long-term relationship with the venue staff matters or notSeek out word-of-mouth recommendations from other plannersMaking the Most of Your Site VisitReview your findings with key stakeholdersSchedule site inspections and stay overnightWhen you arrive, make certain you validate and answer questions regarding transportation, food choices, taxes and attractionsWhen site visits are complete, type up your notes, call another meeting and rank order venuesNegotiating with HotelsGive them a total economic value overview of your meetingNegotiate better room block termsBe creative with food and beverage (F&B) optionsLink meeting space to sleeping rooms and/or F&BUnderstand your technology options and work toward free Wi-FiGet everything you negotiate in writingRead and re-read your contract several times, ask others to read it for clarityReview with your in-house attorney if questions or issues still aboundSign the contractConclusionHopefully this checklist will help you in all your future venue planning ventures. The next time you need to find a new venue, refer back to this list to make the process as painless as possible.Thanks for the A2A.

The summer internship project shall be made most use of, to provide you with practical exposure on the working of the bank. While there could be client confidentiality presenting the bankers from providing you with much of data, you can offer to help them with adding value to their long pending routine tasks, which they would be more receptive to engage you. Offer to sign a non disclosure agreement even if they do not insist on one. It protects both the parties. The project finance or credit department in bank is where you can gain maximum knowledge. The commercial /retail credit would be more template driven, which you can learn easily.some of the topics which would be mutually beneficial will be1. Renewal of credit limits - Banks tend to have long list of limits to be reviewed for renewal, A mundane, repetitive work,though mandatory sometimes gets overlooked when the credit officer is fire fighting with day to day transactions. This will give you gain knowledge on how the account performance should be evaluated, and recommend for enhancement or down sizing. This will also help banks from audit observations on accounts not reviewed list.2. Site inspections- This is a crucial part of lending, to ensure that the money lent is used for the purpose for which it was sanctioned,. You would find the periodical mandatory site visits pending in most of the accounts. Take the bankers help in preparing the checklist and study the case and note points /issues to be followed up. Your observations will bring an unbiased reporting.3. Review of project under implementation against the envisaged time schedule and cost. You can provide a independent report to the bank on comparison on actual vs the projections and suggest corrective measures in case of deviations.4. Conduct the portfolio exposure analysis of the branch, in terms of sectoral exposure, Group exposure, geographical concentration, identify insipient sickness and suggest a diversification into sunrise industries based on your market assessment. This will help them de risk their portfolio.