Planning Tools

Streamline your planning. This extensive series of checklists, model contracts, and accepted formulas are for your use, all with the goal of making you more efficient and effective as a meeting professional.

PCMA Checklists:

• Budgeting Checklist
• Environmental Considerations
• Ethical Considerations
• Food & Beverage Arrangements
• Guide to the Development of an Educational Hosted Buyer Trip
• Guide to Speaking to PCMA Attendees
• Meeting Evaluation
• Meeting Promotion and Publicity Checklist
• Negotiation Techniques
• PCMA Green Meeting Tool Kit
• Planning Checklist
• Program Planning Timeline
• Site Inspection Checklist
• Site Selection Considerations

Professional Meeting Managment^® Checklists:

• #3: Budget Management
• #5: Marketing
• #16: International Meetings
• #30: Green Meetings
• #43: Americans With Disabilities Act
• #44: Risk Planning

Model Contracts:

• Banquet Event Order
• Copyright Waiver
• Internet Waiver
• Marketing/Commercialism
• Presenter's Agreement
• Tape Waiver and Authorization

Accepted Formulas:

• Audiovisuals
• Financial Management
• Food & Beverage
• Room Set Considerations

PCMA Meeting Planning Tools:

• PCMA Space Verification^TM by MeetingMatrix^TM:
  PCMA has partnered with MeetingMatrix™ International (MMI) to develop an internationally recognized standard that allows both planners and facilities to accurately manage their event space. This partnership provides the most accurate, streamlined and efficient event space management tool in the industry: PCMA Space Verification™ by MeetingMatrix™.