International EMBOK Model

CMP Examination Blueprint

Initiation

I. A. Determining the purpose of the meeting (event)

I. B. Identifying relationship of meeting (event) to organizational strategy

I. E. Obtaining and analyzing statistics and historical information related to meetings (events)

Planning

I. G. Identify successful criteria for evaluation of meeting (event)

I. H. Preparing comprehensive timeline (project plan) for meeting (event)

I. I. Preparing meeting (event) specifications

Implementation

IV. Logistics

The Event

III. E. Conducting a pre-meeting (event) briefing (pre-con) with suppliers and facility providers

Closure

II. H. Ensuring completion of the payment and/or billing processes

III. H. Conducting a post-meeting (event) review (post-con) with suppliers and facility providers

ADMINISTRATION

Financial

I. B. (4) Role of the event in the event host’s financial picture (e.g., the budgetary philosophy of the organization)

II. A. Identifying ancillary revenue sources and/or cost savings opportunities

II. B. Developing budget for meeting (event)

II. C. Determining fees for participation, if any

II. G. Managing resources within budgeted guidelines

Human Resources

I. B. (1) Working with organization staff and/or volunteers (unpaid staff)

I. M. Creating, leading and managing project team

III. C. (1) Registration staff

Information

I. I. (2) How to use a specifications guidebook

I. K. (4) Security and safety concerns (e.g., firewalls, password protection, back-up technology)

IV. E. (10) Tracking housing pick-up reports including audit and verification

IV. I. Preparing and reviewing housing reports in a timely manner

IV. L. Tracking and recording continuing education credits earned

Procurement

I. I. Preparing meeting (event) specifications

II. D. Conducting Request for Proposals (RFP) process

II. G. (4) Expenditure approval process

II. H. Ensuring completion of the payment and/or billing processes

III. C. Identify the types of services required for a successful meeting (event)

Stakeholders

I. C. Identifying stakeholder needs, expectations, and desired outcomes

Systems

I. K. Assessing technology requirements

III. G. Planning, ordering, and overseeing technology requirements for the meeting (event)

Time

I. H. Preparing comprehensive timeline (project plan) for meeting (event)

DESIGN

Catering

III. C. (7) Catering

IV. H. Managing all aspects of food and beverage functions

V. E. Determining food and beverage arrangements that support program objectives

Content

I. D. Preparing program outline (e.g., topics, content, potential speakers)

V. B. Securing speakers

Entertainment

III. C. (8) Guest programs

III. C. (9) Special events

III. C. (11) Recreational activities

III. C. (14) Entertainment and/or speakers

V. D. Securing entertainment for the meeting (event) (e.g., music, artists)

V. F. Arranging ancillary programs in conjunction with the meeting (event) including pre-and post-meeting activities

Environment

III. C. (3) Decorator

IV. J. Determining the setup for function rooms including seating and audiovisual (A/V) requirements

Production

III. C. (4) Audiovisual (A/V)

IV. J. (8) Equipment requirements in relationship to room setup (e.g., audiovisual (A/V), sound)

V. G. Determining audiovisual (A/V) needs

Program

I. F. Design program details that meet needs of participants

I. D. (4) Meeting (event) agenda

V. A. Reviewing goals of meeting and determine details of program to meet those goals

Theme

MARKETING

Marketing Plan

I. J. Developing marketing plan for meeting (event)

I. C. (2) Market analysis

Materials

I. L. Creating marketing materials for the meeting (event)

IV. K. Coordinating the shipping of materials to and from the meeting (event) site

IV. L. (1) Certificate of attendance

Merchandise

V. C. (2) Marketing speaker products (e.g., books, tapes, recordings)

Promotions

I. J. (1) Integrated marketing plan components (e.g., advertising, direct mail brochures, publicity, sponsorship)

Public Relations

I. J. (1) Integrated marketing plan components (e.g., advertising, direct mail brochures, publicity, sponsorship)

V. H. Arranging media and public relation activities for the meeting (event)

Sales

I. J. (1) Integrated marketing plan components (e.g., advertising, direct mail brochures, publicity, sponsorship)

Sponsorship

I. B. (3) Strategic partnerships and alliances

I. J. (1) Integrated marketing plan components (e.g., advertising, direct mail brochures, publicity, sponsorship)

OPERATIONS

Attendees

II. C. Determining fees for participation, if any

II. G. (2) Room pick-up

III. G. (2) Web-based reservation tools

IV. A. Establishing invitation and/or registration procedures for the meeting (event)

IV. E. Managing the housing reservation process

Communications

IV. B. (1) Internal communications plan

IV. G. Communicating travel arrangements for participants to get to and from an event site

Infrastructure

III. B. (6) Internet resources

III. C. (5) Transportation

III. G. (6) Electrical power requirements

IV. D. Securing transportation arrangements for the meeting (event)

Logistics

IV. K. Coordinating the shipping of materials to and from the meeting (event) site

Participants

IV. C. Determining exhibitor booth assignments and setup process for exhibits

Site

I. I. Preparing meeting (event) specifications

III. A. Determining the appropriate geographic location for the meeting (event)

III. B. Determining the appropriate venue for the meeting (event) (e.g., hotel, convention center, conference center)

III. D. Conducting site inspection to determine viability of location and venue including potential offsite activities

Technical

III. G. Planning, ordering, and overseeing technology requirements for the meeting (event)

V. G. Determining audiovisual (A/V) needs

RISK

IV. B. Assessing risk management issues in order to determine needed insurance and operations

Compliance

II. E. (4) Legal implications (e.g., financial, liability, risk, attrition; Sarbanes Oxley equivalents; privacy laws)

IV. J. (7) Accessibility requirements

V. C. (1) Intellectual property rights (e.g., audio tapes, handouts reprinted in proceedings)

V. D. (3) Music licensing

Decisions

Emergency

III. F. (1) Crisis management plan

III. F. (2) Emergency plan

IV. A. (7) Emergency contact information from attendees

Health/Safety

Insurance

II. F. Securing appropriate types and amounts of insurance

V. F. (5) Liability insurance

Legal

II. E. Negotiating contracts

V. C. Manage the contractual relationship with speakers

Security

I. K. (4) Security and safety concerns (e.g., firewalls, password protection, back-up technology)

III. C. (6) Security

III. F. Coordinating security procedures with venues

IV. F. Identifying security measures required for each facility and/or meeting (event)