7 Steps To Sell Your Execs On A Meetings Management Program

For years, the implementation of a strategic meetings management (SMM) program has been the go-to solution for reducing costs,  gaining visibility, and ensuring compliance  around events and meetings at organizations. Yet, on a whole, adoption levels are low outside the Fortune 100. Many point to the difficulty of gaining buy-in from executives as the primary reason for not implementing a program.

With this in mind, we’ve developed a seven-step process to keep you on track, develop a successful business case, and implement a meetings management program (or grow an existing program) – a process that will ultimately help you in gaining executive buy-in for your program:

Step 1: Understand the reason for a strategic meetings management (SMM) implementation at your organization

Step 2: Develop a formal meeting policy – mandated or non-mandates

Step 3: Estimate the potential cost savings and financial impact

Step 4: Develop a formal business case to present to executives

Step 5: Communicate the plan internally to ensure program adoption

Step 6: Develop an estimated program timetable

Step 7: Implement a technology tool


For anyone that’s ready to get started now, Cvent developed the Meetings Starter Kit, which contains numerous resources to guide you through each step of this process. 


This post is part of a series on strategic meetings management. To see other blogs in the series, click here.

This content was originally posted on blog.cvent.com in 2014. It has been updated with new insights for 2017 programs. 


Madeline Hessel

Written by Madeline Hessel

Maddy is on the Content Marketing Team at Cvent. When she’s not geeking out on lead gen tactics, optimizing processes, or cramming prospects through the funnel faster, you can find Maddy playing soccer, cooking a yummy dinner at home, or traipsing around the country to visit her geographically-challenged family.