August 20, 2019
By Julie Haddix

At the Global Business Travel Association (GBTA) Convention in Denver, I had the opportunity to lead a discussion on selling meetings management to executives by securing internal buy-in. During the discussion, I was joined by Cvent clients Kiewit and Estée Lauder, who both won Plannie Awards at Cvent CONNECT 2016 for exemplifying success in their event management programs.

For years, implementing a strategic meetings management (SMM) program has been the solution to reducing costs, gaining visibility, and ensuring compliance around organizations’ events and meetings. However, adoption levels are low outside the Fortune 100, and many point to the difficulty of gaining buy-in from executives as the primary reason for not implementing a program.

With this difficulty in mind, we discussed a seven-step process to keep you on track, develop a successful business case, and implement a meetings management program (or grow your existing program) without the usual hiccups.

  • Step 1: Understand the Reason for Strategic Meetings Management
  • Step 2: Develop a Formal Meeting Policy
  • Step 3: Estimate Your Meetings Cost Savings
  • Step 4: Create a Meetings Management Business Case
  • Step 5: Communicate Meetings Management Plan Internally
  • Step 6: Use Resources to Help in Meetings Management
  • Step 7: Implement a Meetings Technology Tool

We had such a wonderful and valuable conversation that I decided to turn my presentation into a weekly series that provides more insight and walks you through the process step-by-step.

If you’re ready to get started now, check out Cvent's SMM Starter Kit, which contains resources to guide you through each step of the process.

Written by Julie Haddix.

Julie Haddix Headshot

Julie Haddix

Julie Haddix is the Senior Director, Industry Solutions for Cvent, Inc. She has worked for Cvent for over 13 years and helped to build the company’s Enterprise sales and marketing divisions, including its approach to Strategic Meetings Management. Julie has also been a part of the planning team for Cvent CONNECT, Cvent’s annual user conference, leading the event marketing and content development efforts. In her current role, she oversees strategic content direction for the event marketing and management platform. Julie graduated from the McIntire School of Business at the University of Virginia with a B.S. in Commerce and concentrations in Marketing and Management. She lives in Westchester County, NY with her husband and 2-year-old son.

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