Julia Rutherford Silvers, CSEP

Certified Special Events Professional

Event Management Authority

Like angels and elephants dancing on the head of a pin, our dreams and responsibilities may have no limits, but must be balanced according to the music of the moment.

Emeritus

HOME

 

EMBOK PROJECT

 

ABOUT JULIA

 

SITE MAP

EMBOK Facets and Applications

21 July 2007

 

The EMBOK framework consists of a variety of facets that represent the fundamentals of events management.

 

The four major facets of the EMBOK include the Phases, Processes, Core Values, and Knowledge Domains. Taken together these represent the scope of events management and provide the primary categories for a classification system or management system.

The Phases illustrate the sequential nature of event management, highlighting the criticality of time in any event project. The phases include initiation, planning, implementation, the event, and closure, and are derived from traditional project management terminology.

The Processes illustrate both a sequential and iterative system that promotes a comprehensive course of action as well as a dynamic approach to the changing nature of events. The Processes include assessment, selection, monitoring, communication, and documentation, and are based on widely-accepted process systems.

The Core Values specify those principles that must be infused throughout all decisions regarding every element, phase, and process of an event to ensure these decisions facilitate successful and sustainable outcomes. No hierarchy of importance is implied; they are all equally vital to excellence in events management.

The Domains represent the overarching areas of activity or functions within events management. They illustrate the full scope of the responsibilities assigned to event organizers as well as categories suitable for an organizational structure or effective knowledge management. Note that these are organized alphabetically, again without any implied hierarchy or sequential application.

The Domains are further divided into facets applicable to each domain, referred to as classes, as shown below.

 

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

Financial

Catering

Marketing Plan

Attendees

Compliance

Human Resources

Content

Materials

Communications

Decisions

Information

Entertainment

Merchandise

Infrastructure

Emergency

Procurement

Environment

Promotions

Logistics

Health & Safety

Stakeholders

Production

Public Relations

Participants

Insurance

Systems

Program

Sales

Site

Legal

Time

Theme

Sponsorship

Technical

Security

 

Applications of the EMBOK

 

The EMBOK may be used by event organizers as a planning tool for identifying tasks for a work breakdown structure (WBS) as well as documentation for continuous improvement.

The EMBOK Domains may be used for systematic analyses in a variety of contexts, from event risk analyses to classroom case study analyses. (See also Speaker Integration Example.)
The EMBOK may be used to develop competency assessment criteria as well as the curriculum for educational and training programs.
The Domains may be used to define an organizational structure of Divisions (domains) and Departments (classes). The suggested scope of responsibilities for each Department shown below may vary according to the range of event elements and obligations, and the scale of the event project.

 

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

Financial

- Budgets

- Costing & Pricing

- Cash Flow Management

- Accounting

Catering

- Menu Selection

- Service Style

- Alcohol Management

- Catering Operations

Marketing Plan

- Plan Development

- Target Markets

- Messages/Media

- Customer/Guest Relations

Attendees

- Registration/Ticketing

- Admittance Controls

- Movement & Traffic Flow

- Crowd Management

Compliance

- Statutes & Regulations

- Accessibility

- Property Rights

- Compliance Instruments

Human Resources

- Organizational Structure

- Workforce Relations

- Volunteers

- Employment Legalities

Content

- Communication Objectives

- Educational Obligations

- Topic & Format Selection

- Speaker Selection

Materials

- Promotional Materials

- Collateral Materials

- Design & Production

- Delivery

Communications

- Internal/External Modes

- Equipment & Protocols

- Briefing & Debriefing

- Production Book

Decision Mgmt.

- Decision Framing

- Resources & Criteria

- Deliberation & Collaboration

- Authority & Empowerment

Information

- Information Acquisition

- Distribution & Control

- Documentation

- Record Keeping

Entertainment

- Sourcing & Selection

- Entertainer Requirements

- Entertainer Controls

- Ancillary Programs

Merchandise

- Product Development

- Brand Management

- Manufacture

- Distribution

Infrastructure

- Transportation & Parking

- Utilities

- Waste Management

- Sanitation Services

Emergency Mgmt.

- Medical Services

- Evacuations

- Crisis Management

- Disaster Management

Procurement

- Solicitation Documents

- Source Selection

- Change Controls

- Contract Administration

Environment

- Décor & Furnishings

- Site Layout

- Wayfinding

- Learning Environments

Promotions

- Advertising

- Promotional Events

- Cross Promotions

- Contests/Giveaways

Logistics

- Task Sequencing

- Contractor Coordination

- Equipment & Materiel

- Move-In/Out & Maintenance

Health & Safety

- Fire Safety

- Occupational Safety

- Health & Welfare

- Crowd Behavior & Control

Stakeholders

- Client Management

- Constituency Management

- Participants/Providers

- Communications

Production

- Lighting

- Sound

- Visual Presentations

- Special Effects

Public Relations

- Image Management

- Media Relations

- Publicity

- Crisis Management

Participants

- Speakers & Performers

- Celebrities & Dignitaries

- Athletes/Coaches/Referees

- Officials/Experts

Insurance

- Loss Prevention

- Liability

- Coverage Requirements

- Policy Management

Systems

- Database Systems

- Knowledge Management

- Accountability Systems

- Technology

Program

- Agenda Choreography

- Activities & Attractions

- Ceremonial Requirements

- Amenities & Hospitality

Sales

- Ticketing Operations

- Sales Platforms

- Concessions

- Cash Handling

Site Management

- Site Sourcing & Inspection

- Site Selection & Contracting

- Site Planning

- Site Development

Legal

- Contracts & Negotiation

- Licenses & Authority

- Policies & Procedures

- Ethics

Time Management

- Activity Architecture

- Timelines

- Production Schedules

- Schedule Controls

Theme

- Purpose & Message

- Cultural Iconography

- Image & Branding

- Theme Integration

Sponsorship

- Sponsors & Donors

- Benefits Packaging

- Solicitation

- Servicing Sponsors

Technical Production

- Staging & Equipment

- Installation

- Operation

- Technicians

Security

- Personnel

- Equipment

- Deployment

- Command & Control

 

Planning System for Financial Management (source: Silvers & Nelson, 2005)

 

Job Analysis for Financial Management (source: Silvers & Nelson, 2005)

 


Silvers, J. R. & Nelson, K. (2005). Introduction to Financial Management for Meetings & Events. Speaking of Events

©2001-2016, Julia Rutherford Silvers, CSEP. Albuquerque, NM, USA. All Rights Reserved.

Terms of Use & Disclaimer