Join guest presenters Kari Wendel, Senior Director SMM Strategy & Solutions for Carlson Wagonlit Travel (CWT) Meetings & Events along with Collette Williams, Global Program Manager CWT. Both SMM experts bring over 35 years of strategic meetings, travel and sourcing to this session. This session will walk through the value of designing a meetings policy and aligning that design to the configuration and use of your meeting technology solution. We will review best practices to ensure the processes are easy to follow and compliance and adoption to using both the policy and technology are maximized. For most, the acquisition of technology seems to be the right first step in designing and launching an SMM program. However, many companies have long held technology licenses and made little to no progress on maturing their SMM strategies. Come hear how to avoid this scenario and understand the following: -The role of meeting technology in a successful SMM program -The reality of meeting policies -To Mandate or not to Mandate? -Key touch points where your technology makes your policy come alive -Avoiding pitfalls during this process If you would like to receive (1) credit hour in Strategic Planning for viewing this webinar, please access it via this link: http://www.signup4.com/resource-center/smm/meeting-policies-live/

2. Presenters
Collette Williams
Global Program Manager, CWT Meetings & Events
Over 15 years in meeting & event management
12 years in departmental meetings management & 6 years in SMM
Recognized industry speaker & thought leader
Kari Wendel
Senior Director, SMM Strategy & Solutions, CWT Meetings & Events
Over 20 years in SMM, travel & sourcing
Leads CWT M&Es consulting practice
Named MVP in SMM & top “Change Maker” in the industry
Mark Hubrich
VP Client & Industry Relations, SignUp4
Over 15 years in SMM & event management technology
Co-Founder of SignUp4, leading SMM tech provider
Recognized industry speaker

3. Agenda
1 Technology’s Role
2 Policy Realities
3 Bring Policy to Life
4 Pitfalls to Avoid
5 Q&A

4. Meeting Technology
Central to the “puzzle”
Centralizes process
Automation drives efficiencies
Reduces paperwork
Maturing marketplace

5. Policy Realities
Policies are static “guidelines”
Refresh & renew
Creating conflict
Mandate
Reality of execution
Overemphasis on impact

6. Key Touch Point: Registration
End-to-end process entry point
Single Sign On
Drives the process
Kicks off visibility

7. Registration LIVE!

8. Key Touch Point: Approval
Drives visibility prior to commitments
Automate key controls
Spend authority
Contracting authority

9. Approval LIVE!

10. Key Touch Point: Budgeting
What a novel idea!
Drive standard categories
Links to controls
Supports savings calculations

11. Budgeting LIVE!

12. Key Touch Point: Meeting Calendar
Cross business opportunity identification
Reduce/eliminate inter-company competition
Support better buying decisions
Multi-meeting synergies

13. Meeting Calendar LIVE!

14. Key Touch Point: Sourcing
Maximize savings opportunity
Centralize cross-company activity
Align with preferred suppliers
Support sound contracting strategies
Gather key data points

15. Sourcing LIVE!

16. Key Touch Point: Reconciliation
Link actual activity back to initial budget and negotiated amounts
Close the loop on a sound data process
Supports business intelligence and analytics

17. Reconciliation LIVE!

18. Key Touch Point: Reporting
Aggregation of all key data points
Proof points supporting your SMM
Evidence of new opportunities

19. Reporting LIVE!

20. Avoiding Pitfalls
Technology ≠ SMM
Process first
Focus on differentiators
Weighted functionality
Consider phased approach

21. Thank you.
Questions?
Kari Wendel, CWT
kwendel@carlsonwagonlit.com
Collette Williams, CWT
cwilliams@carlsonwagonlit.com
Mark Hubrich, SignUp4
mhubrich@signup4.com
If you’re interested in learning more about Signup4 and would like to request a free
demo, please email communications@signup4.com or visit www.signup4.com.