Meeting Planner Job Description

Meeting Planner Job Description

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Meeting planner provides guidance and support on the Cvent meeting technology tool to meeting contacts and other users.

Meeting Planner Duties & Responsibilities

To write an effective meeting planner job description, begin by listing detailed duties, responsibilities and expectations. We have included meeting planner job description templates that you can modify and use.

Sample responsibilities for this position include:

Works closely with IT staff to ensure proper function of technology in meeting space and ensure end users are trained/assisted accordingly
Manage online registration needs in conjunction with the Event Technology Specialist manage mobile application needs leading up to the event and onsite
Manages the meeting space to ensure client needs are being met, following BCC policies and procedures
Uses online catering system to order food and beverage
Manages all of the bookings for BCC
Maintains event files for each booking
Ensures detailed, accurate and timely completion of orders, reports, materials, billing, and other related documents
Distributes a weekly meeting packet and conducts weekly meetings with caterer and IT staff to communicate and discusses services such as food and beverage, set up and audio/visual
Assists the catering and IT teams as needed with set up, food service, and audio/visual
Arrives before the client and remain present on the day of the event, checking all details and ensuring accurate set up

Meeting Planner Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Meeting Planner

List any licenses or certifications required by the position: CMP, CMM, BA, AA, PMP, CVENT

Education for Meeting Planner

Typically a job would require a certain level of education.

Employers hiring for the meeting planner job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Hospitality, Marketing, Education, Business, Communications, Hotel Management, Communication, Tourism, Hospitality Management, Associates

Skills for Meeting Planner

Desired skills for meeting planner include:

Web based registration tools
Best practices in events and a professional presence at first impression and on-going
Microsoft Office products
Software solutions
Technology
Global regulatory guidelines established in the pharmaceutical industry
Cvent
Electronic meeting management tool
Project Management procedures
Analytical thinking

Desired experience for meeting planner includes:

Must exhibit excellent computer skills
Must have exceptional attention-to-detail and organization skills
Must maintain a pleasant and professional demeanor at all times with demonstrated strong interpersonal skills
Must be physically able to stand and/or walk for lengthy periods of time
Offers first-class service, proactively offering assistance, food and beverage, parking validation, directions, recommendations in the city, reservations, Has current knowledge of “things to do in Milwaukee.”
Focuses on addressing guest needs, anticipation and resolution of potential problems

Meeting Planner Examples

1

Meeting Planner Job Description

Job Description Example
Our company is hiring for a meeting planner. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for meeting planner
  • Working with our dedicated travel agent to ensure all attendees have booked travel to the meeting
  • Managing the arrival and departure manifests
  • Preparing and formatting the agenda and other meeting documents
  • Effectively communicating daily updates to the client
  • Providing the creative team with the information needed for the creation of name badges and other on-site collateral
  • Creating a plan for on-site staffing and A/V needs based on the agenda and expected attendance
  • Contacting potential ground transport providers, analyzing the bids, and negotiating the contract
  • Contacting potential venues for the off-site dinner, analyzing the bids, and negotiating the contract
  • Arranging ground transportation for the off-site dinner
  • Providing on-site coordination of all aspects of the meeting and all our attendees' needs
Qualifications for meeting planner
  • Minimum 3+ years meeting & event planning experience required
  • Meeting all deliverables, both external internal
  • Adhering to all internal American Express and Corporate Meeting Solutions policies all compliance issues
  • Reviews all supplier contracts prior to finalization, ensuring both program specific and generic terms and conditions are accurate and legally protective of both American Express M&E and the client, including attrition dates, cancellation policies, Uses appropriate authorization and addendum form to ensure consistency and accuracy
  • Act as a key point of contact with the meeting requester in the planning and execution of Health Care Professional (HCP) attended meetings Advisory Board Meetings
  • Technical expertise, as applicable (e.g., project management)
2

Meeting Planner Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of meeting planner. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for meeting planner
  • Coordinate travel, lodging, and expenses for participants traveling to meetings or other business travel
  • Track hours performed vs
  • Adapt to crisis situations, changing procedures, methods or processes
  • Assist with planning responsibilities for multiple clients and meetings
  • Travel, domestically and internationally, and work overtime as needed to attend events and client meetings
  • Negotiate with suppliers/vendors to secure best possible value for goods and services to be purchased in conjunction with the meeting, secures contract for same
  • Audit all invoices before submitting them to client for payment
  • Reminders to customer on dead lines
  • Ensure profitability
  • Get meeting owner approval on budget and terms & conditions of suppliers
Qualifications for meeting planner
  • A high degree of responsibility, initiative, and professionalism
  • Willingness to travel outside of geographic area, as needed for training, meetings, and on-event staffing roles if needed
  • Previous internship experience in related industry or 0-1 year professional, full-time experience required
  • Ability to manage heavy correspondence
  • Bachelor’s Degree in Hospitality, Marketing or related field required
  • Background in Marketing preferred
3

Meeting Planner Job Description

Job Description Example
Our company is growing rapidly and is hiring for a meeting planner. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for meeting planner
  • Handle up to 200 small and large, high level meetings/conferences/training sessions and strategies throughout the fiscal year
  • Deals with complex meetings that include multifaceted details and logistics
  • Assists internal clients in all phases of planning, from initial budget recommendation and site selection and recommendations through to execution of the meeting
  • Negotiates all hotel, meal, ground transportation Audio Visual and airline cost if applicable
  • Assists in the execution of the meeting and provide on-site coverage if required/requested
  • Assists in advance budget planning when requested and provides recommendations for cost savings when appropriate
  • Interacts with and presents to senior level management and executive team
  • Travels to meeting venues and provide onsite support when necessary or requested
  • Attends industry related events to maintain state of the art knowledge of the travel industry
  • Provide back up support to co-workers, managers and other associates as needed
Qualifications for meeting planner
  • Able to assist with any level of event including those of a complex nature, large volume, high level of confidentiality, international scope
  • Service in one of the branches of the US armed forces preferred
  • Proven ability to manage specific projects and events with minimal supervision and direction
  • Solid accounting understanding, basic knowledge in bookkeeping
  • Polished public speaking skills and human relations skills
  • Computer proficiency with Mac and mac based software Microsoft office suite
4

Meeting Planner Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of meeting planner. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for meeting planner
  • Assist and contribute to the planning of meetings, events, tradeshows and registration
  • Handle financial reconciliation, to include processing invoices, collecting past-due payments and reconciling monthly with our accounting team
  • Ensure accurate and timely entering of records and information into database system for registration or exhibitor database
  • Oversee and manage temporary staff (data entry, filing)
  • As directed, be a point of contact for support areas
  • Coordinates small programs or be responsible for delivery of al a carte services under the direct supervision of a Meetings and Event Planner or Supervisor/Manager
  • Works collaboratively with in-house partners
  • Analyzes and report on event outcomes, including post-event surveys, summary of expenses
  • Integrate the MMES strategic business process into every
  • Schedule and maintain a log of meetings with managers, including those hosted by C|A research, those attended on behalf of clients
Qualifications for meeting planner
  • Exceptional service attitude with a strong customer orientation
  • Help ensure largest customer event is successful with flawless execution
  • Minimum of 3 years of demonstrated Corporate Meeting Planning experience
  • Strong ability to manage multiple priorities, requirement changes, and hard deadlines
  • Shipping, packing, organizing, follow up calls
  • Strong meeting & Event planning experience in the Pharma industry, especially as it relates to HCP programs
5

Meeting Planner Job Description

Job Description Example
Our company is growing rapidly and is hiring for a meeting planner. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for meeting planner
  • Effective interaction with other departments - IT, Finance, HR, Travel
  • Travel on customer site inspections and program operations
  • Select, order, and purchase décor, food, beverage, tours and activities
  • Devise and implement solutions to travel program problems
  • Conduct client and staff briefings
  • Organize and lead client meetings
  • Assist in writing communication copy with event details for client mailings
  • Negotiate program content and tariffs with suppliers
  • Add value by enhancing program content
  • Work independently but collaborate with team assigned on each individual project
Qualifications for meeting planner
  • Some physical effort is required on-site
  • Stress levels can be high but event training makes them manageable
  • At least three years previous professional event planning and/or event management experience in a corporate environment required
  • General knowledge and comfort working with computer programs to include word, excel, power point, and on-line meeting database tools
  • Advance level expertise in using Microsoft Excel, preferred
  • Proficiency in Word, Excel and PowerPoint very strong internet researching skills

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