15 Steps to Selecting a Site for Your Off-Site Meeting

A meeting for five to 100 people takes just as much time and effort as planning for thousands. But the little touches that might go unnoticed by a large group are readily appreciated by a smaller group. Since a minor mistake can become a major problem, it is important to be precise in all your planning.

Often the success of a meeting will relate directly to where it is held. Of course, all of us have our own style and preferences, and we all want to satisfy the specific needs of our individual groups. Yet some things are basic to every meeting.

  1. When choosing a date for the meeting, check school holidays locally and in your proposed meeting location. For example, spring break is a bad time to consider a beach resort. Also, find out when religious holidays fall. After you have chosen your ideal dates, consider the geographic location that works best for your attendees.

  2. For a two- to three-day event, look for facilities close to the airport or office, ideally no more than two hours away. No attendee appreciates spending much of the first day traveling, possibly arriving tired or hassled, and then anticipating the same return trip on the last day of the meeting.

  3. For an all-day meeting, don't choose a resort. It is very frustrating to see a wonderful golf course, beach, or spa and know that you will never get to enjoy them.

    On the other hand, if you want your attendees to spend time together at play, a downtown hotel might not be the wisest choice. Decide how the time will be spent, then determine the type of facility to match your needs.

  4. Check out the names of conference centers, resorts, and hotels in the area. Each facility will have its own characteristics, but all will be able to provide for your basic needs. Some can provide recreational activities and fellowship settings on-site, or the staff might be able to help find other facilities available to your group.

  5. Is the site easily accessible by car or plane? Is the location affected by the weather at the time you have chosen?

  6. Call each place and make a list of the amenities, availability of dates, room rates, and general information. Just by looking at the list and matching it to your needs, you can easily choose the right site.

  7. Negotiate for some additions to your event, if possible. Ask if the facility will give you a complimentary guest or hospitality room based on the total number of rooms you book. Some facilities will negotiate their listed prices if you book during a particular time or on special days of the week. You may want to change your dates to get those favorable rates. If a facility cannot change its room rates, it might be able to arrange for other things at a reduced rate or even free — such as airport transportation, an upgraded menu, better rooms, gifts for each attendee, or even receptions (usually the food, not beverages).

  8. Have an accurate list of all extra charges as part of your negotiations, such as your meeting room, audiovisual, bellhops, housekeepers, service charges, taxes, parking.

  9. Plan a site inspection to give you a feeling for the facility and its staff. It is always a good idea to look the place over yourself. If that is difficult, ask for the names of some recent clients and check out with those references all the things that you would see if you could be there in person. Be sure to ask about the little things.

  10. First impressions count. During your pre-event visit, keep your eyes open. Does it look the way that it did in the brochure? Are the grounds neat? Were the directions correct? Do the front-desk personnel, wait staff, housekeepers, etc., smile and greet you? Are the public rest rooms clean? Are the sales and marketing people organized and ready to visit with you?

    These things can tell you how well the staff is trained to serve you. Look at the sleeping and meeting rooms that you will be using. Make sure they show you the ones you will really be using, not just an example of similar rooms!

  11. Work with only one person as your contact, if possible. If you will be working with more than one person, ask that they all meet with you at the same time. Make detailed notes of everything you have discussed, and send a copy to every person you will be working with. Try to do it as soon as you return to the office and before they have filled out any contracts.

  12. When you receive the contract, make sure that all arrangements match what you have planned. Find out about check-in and check-out times. Are they flexible? Do they match your travel plans? Can they make rooms available for early arrivals? What rate will they quote for those coming a day early or staying later?

  13. Ask about any dress codes or requirements. I remember a meeting when the men were required to wear a jacket for breakfast! Request brochures with pictures to send to all your attendees so they will know the ambience of the facility. It can also heighten the anticipation for the event.

  14. Establish final dates for guarantees of rooms and meal functions.

  15. Finally, ask about billing procedures. Can you pay by check or credit card? Will they bill you later? How much later? What goes on the master account? Can they give you copies of the daily charges for each event? Be sure to provide the facility with a written list of those who are authorized to charge on the master account.

Leslie Schultz founded Garrett Creek Ranch in Paradise, Texas, a leading conference center for small meetings of up to 100 guests, 20 years ago. Now owned by Leslie's daughter, the ranch is located less than one hour from Dallas/Forth Worth International Airport.

         Subscribe in NewsGator Online   Subscribe in Bloglines

Want to use this article? Click here for options!
© 2010 Penton Media Inc.


Acceptable Use Policy
blog comments powered by Disqus

Search for Meeting Space

Find Event Suppliers, Request Quotes

Search 75,000 Venues


Advanced Search

The Meeting Planning Blog

Face2Face Latest Posts

Social Media

Meetings Collaborative

Rate your experience with meeting venues and suppliers.

Facility / Hotel

 
Powered by: Meetings Collaborative
Aega Awards

Apex Webinars

Demonstrating Leadership in Turbulent Times

Join MeetingsNet, the Convention Industry Council, and two meeting professionals to learn how seeking out professional development and volunteer opportunities can enhance your career advancement. Click here for free registration.
View it Now! | View APEX Archives

Webinars

Association Day: How to Plan a Winning International Meeting

Join MeetingsNet for two webinars for association professionals taking meetings outside the U.S., featuring expert panelists covering topics from launching your first international meeting to budgeting, sponsorship, and negotiations.
View on Demand | View Archived Webinars

Recent Comments

Powered by Disqus

Back to Top

Explore Our Newsletters

On Religious Conference Manager

Must-See Meeting Files

Visit the MeetingsNet expert-advice site, where we’ve got top meeting pros on camera answering a variety of your questions as well as a collection of educational—and sometimes offbeat—editors’ pick lists — from the top tech tools to the best books for meeting professionals.

Meeting Planner Survival Guide

Whether you're a novice planner or a veteran, this compilation of must-read articles is your meeting planning resource.

Pharma Meeting Management Forum

Medical Meetings and the Center for Business Intelligence present the Sixth Annual Pharmaceutical Meeting Management Forum in Philadelphia. March 14-16.

Find out more.

Suppliers/
Facilities/CVBs

MeetingsNet makes it easy to find the CVBs, tourist boards, and facilities you need for your next meeting.

Deal Finder

Special offers brought to you by MeetingsNet.

Find A Job

Targeted to all aspects of the hospitality and special events industry.

Education
Central

Upcoming Events, Live and Online

Inside Current Issue

Religious Meetings December 2009

December 2009

October MTNGS Cover

October 2009

Dec MTNGS Cover

August 2009

Aug 2008

June 2009

June MTNGS Cover

April 2009

Browse Back Issues