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Portfolio Planning in the New Economy FRIDAY, APRIL 30, 2010
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Agenda
[object Object],[object Object],[object Object],[object Object],[object Object],Why?
[object Object],[object Object],[object Object],[object Object],Revise to Survive
[object Object],Revise to Survive How do I   align to business objectives to increase effectiveness? How do I   reduce  my event marketing spend & invest more effectively? How do I   increase my strategic focus on individual events? How do I   yield greater results? How do I   leverage events across campaigns for maximum results? How do I   optimize my  event efficiency?
[object Object],[object Object],[object Object],[object Object],[object Object],Cut the Fat/Build the Muscle
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],7 Tips for Portfolio Mastery Now
[object Object],[object Object],[object Object],[object Object],[object Object],7 Tips for Portfolio Mastery Now
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],7 Tips for Portfolio Mastery Now
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],7 Tips for Portfolio Mastery Now
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],7 Tips for Portfolio Mastery Now
[object Object],[object Object],[object Object],[object Object],7 Tips for Portfolio Mastery Now
Optimize marketing spend Align to business objectives for increased effectiveness Leverage Events across campaigns for increased efficiency Make better strategic decisions that drive the right results ,[object Object],What is Portfolio Analyzer? See the data that matters most to you
I need to plan a portfolio… Generate an Event List What   events  attract my audience segments?  What events   are others in the company already signed up for? What events  are taking place during my time frame? What’s events have the subject focus  I need? What events  have we participated in in the past? What events are in the location  I need?
I need to plan a portfolio…
I need to know how relevant an event is to my campaign… Point of View How is the   AUDIENCE relevant? How is the   EVENT CONTENT relevant? What are some   relevant ENGAGEMENT OPPORTUNITIES to consider? Are there   SPEAKING OPPORTUNITIES relevant to my   group? Is there a   relevant PR and AR play for me? Is this an   INDUSTRY PROMINENT event?
I need to know how relevant an event is to my campaign…
I need to see what events are being considered for next cycle Generate a Matrix and a Roadmap What   campaigns  have draft or finished portfolios?  How can I   download  this information into a PDF? Where can I   see  the total number of events associated with a specific portfolio? How can I   see  a breakdown of these events on a fiscal year calendar? Where can I   get  detailed information on the events associated with a portfolio? Can I   see  the difference in event types on this calendar?
I need to see what events are being considered for next cycle
I’m planning an event… Event Overview Where can I get   detailed demographics? Where can I go to   validate an event date and location? Where can I go to get   event producer information? Where can I go to   better understand conference content and track details? Where can I  go to get   a strong overview  of the event? Where can I go to   confirm call for papers dates?
I’m planning an event…
I’m planning an event…
I’m defining the customer journey and need some historical insight… View Event Participation and Performance What was   our event messaging? What is the   evolution of our participation and performance year-over-year? What  were our past event objectives? If the event was audited, what are   key opportunities for growth? What did   our onsite engagement look like?
I’m defining the customer journey and need some historical insight… Strengths Weaknesses Threats Opportunities
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],7 Tips for Portfolio Mastery Now
Create a Simple Routine 7 Tips for Portfolio Mastery Now 7. Create and implement a routine 1 REVIEW BUSINESS OBJECTIVE & AUDIENCE PROFILE 3 DEVELOP EVENT STRATEGY 4 BUILD EVENT PORTFOLIO 5 ASSESS AND REFINE PORTFOLIO DAILY 2 ARTICULATE EVENT PORTFOLIO OBECTIVES
David Michael Rich Senior Vice President Program Strategy/Worldwide George P. Johnson Experience Marketing +1 617-535-9822  [email_address] http://twitter.com/richexpmarkting   More Information & The Report Mary Fehrnstrom Director, Strategic Engagement  & Communications Cisco Systems

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Event Marketer Portfolio Webcast

  • 1. Portfolio Planning in the New Economy FRIDAY, APRIL 30, 2010
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14. I need to plan a portfolio… Generate an Event List What events attract my audience segments? What events are others in the company already signed up for? What events are taking place during my time frame? What’s events have the subject focus I need? What events have we participated in in the past? What events are in the location I need?
  • 15. I need to plan a portfolio…
  • 16. I need to know how relevant an event is to my campaign… Point of View How is the AUDIENCE relevant? How is the EVENT CONTENT relevant? What are some relevant ENGAGEMENT OPPORTUNITIES to consider? Are there SPEAKING OPPORTUNITIES relevant to my group? Is there a relevant PR and AR play for me? Is this an INDUSTRY PROMINENT event?
  • 17. I need to know how relevant an event is to my campaign…
  • 18. I need to see what events are being considered for next cycle Generate a Matrix and a Roadmap What campaigns have draft or finished portfolios? How can I download this information into a PDF? Where can I see the total number of events associated with a specific portfolio? How can I see a breakdown of these events on a fiscal year calendar? Where can I get detailed information on the events associated with a portfolio? Can I see the difference in event types on this calendar?
  • 19. I need to see what events are being considered for next cycle
  • 20. I’m planning an event… Event Overview Where can I get detailed demographics? Where can I go to validate an event date and location? Where can I go to get event producer information? Where can I go to better understand conference content and track details? Where can I go to get a strong overview of the event? Where can I go to confirm call for papers dates?
  • 21. I’m planning an event…
  • 22. I’m planning an event…
  • 23. I’m defining the customer journey and need some historical insight… View Event Participation and Performance What was our event messaging? What is the evolution of our participation and performance year-over-year? What were our past event objectives? If the event was audited, what are key opportunities for growth? What did our onsite engagement look like?
  • 24. I’m defining the customer journey and need some historical insight… Strengths Weaknesses Threats Opportunities
  • 25.
  • 26. Create a Simple Routine 7 Tips for Portfolio Mastery Now 7. Create and implement a routine 1 REVIEW BUSINESS OBJECTIVE & AUDIENCE PROFILE 3 DEVELOP EVENT STRATEGY 4 BUILD EVENT PORTFOLIO 5 ASSESS AND REFINE PORTFOLIO DAILY 2 ARTICULATE EVENT PORTFOLIO OBECTIVES
  • 27. David Michael Rich Senior Vice President Program Strategy/Worldwide George P. Johnson Experience Marketing +1 617-535-9822 [email_address] http://twitter.com/richexpmarkting More Information & The Report Mary Fehrnstrom Director, Strategic Engagement & Communications Cisco Systems