Assessment Template For Meeting, Convention, and Event Planners

Coordinate activities of staff, convention personnel, or clients to make arrangements for group meetings, events, or conventions.
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Meeting, Convention, and Event Planners

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Popular Job Roles
Catering DirectorConference PlannerConference Planning ManagerConference Services DirectorConference Services ManagerConvention Services DirectorConvention Services Manager (CSM)Event CoordinatorEvents ManagerSpecial Events Coordinator

Occupation-Specific

Technology Skills
Project management software
Questions30
Time Limit25 min

Tasks

  • Consult with customers to determine objectives and requirements for events, such as meetings, conferences, and conventions.
  • Review event bills for accuracy and approve payment.
  • Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing and event security.
  • Arrange the availability of audio-visual equipment, transportation, displays, and other event needs.
  • Confer with staff at a chosen event site to coordinate details.

Technology Skills

Project management software

Active Network EventRegister, Microsoft Project, Oracle Primavera Enterprise Project Portfolio Management, Planstone

Word processing software

Google Docs, Microsoft Word

Data base user interface and query software

Dean Evans & Associates EMS Professional, FileMaker Pro, Microsoft Access, NSF Hospitality Rendezvous Events

Graphics or photo imaging software

Adobe Systems Adobe Creative Cloud, Adobe Systems Adobe Photoshop, SmugMug Flickr, Trimble SketchUp Pro

Customer relationship management CRM software

Blackbaud The Raiser's Edge, GruupMeet, Microsoft Dynamics, Oracle Eloqua

Worker Requirements

Technology Skills
Project management software
Questions30
Time Limit25 min
Skills
Active Listening
Questions25
Time Limit20 min
Knowledge
Customer and Personal Service
Questions20
Time Limit15 min

Skills

Active Listening

Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Reading Comprehension

Understanding written sentences and paragraphs in work-related documents.

Speaking

Talking to others to convey information effectively.

Coordination

Adjusting actions in relation to others' actions.

Critical Thinking

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Knowledge

Customer and Personal Service

Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

English Language

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Communications and Media

Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

Administrative

Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

Administration and Management

Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

Worker Characteristics

Technology Skills
Project management software
Questions30
Time Limit25 min
Skills
Active Listening
Questions25
Time Limit20 min
Knowledge
Customer and Personal Service
Questions20
Time Limit15 min
Abilities
Oral Comprehension
Questions30
Time Limit20 min
Interests
Enterprising
Questions20
Time Limit20 min
Work Values
Relationships
Questions20
Time Limit15 min
Work Styles
Attention to Detail
Questions30
Time Limit15 min

Abilities

Oral Comprehension

The ability to listen to and understand information and ideas presented through spoken words and sentences.

Oral Expression

The ability to communicate information and ideas in speaking so others will understand.

Speech Recognition

The ability to identify and understand the speech of another person.

Written Comprehension

The ability to read and understand information and ideas presented in writing.

Written Expression

The ability to communicate information and ideas in writing so others will understand.

Interests

Enterprising

Enterprising occupations frequently involve starting up and carrying out projects. These occupations can involve leading people and making many decisions. Sometimes they require risk taking and often deal with business.

Conventional

Conventional occupations frequently involve following set procedures and routines. These occupations can include working with data and details more than with ideas. Usually there is a clear line of authority to follow.

Social

Social occupations frequently involve working with, communicating with, and teaching people. These occupations often involve helping or providing service to others.

Work Values

Relationships

Occupations that satisfy this work value allow employees to provide service to others and work with co-workers in a friendly non-competitive environment. Corresponding needs are Co-workers, Moral Values and Social Service.

Independence

Occupations that satisfy this work value allow employees to work on their own and make decisions. Corresponding needs are Creativity, Responsibility and Autonomy.

Achievement

Occupations that satisfy this work value are results oriented and allow employees to use their strongest abilities, giving them a feeling of accomplishment. Corresponding needs are Ability Utilization and Achievement.

Work Styles

Attention to Detail

Job requires being careful about detail and thorough in completing work tasks.

Dependability

Job requires being reliable, responsible, and dependable, and fulfilling obligations.

Stress Tolerance

Job requires accepting criticism and dealing calmly and effectively with high-stress situations.

Adaptability/Flexibility

Job requires being open to change (positive or negative) and to considerable variety in the workplace.

Cooperation

Job requires being pleasant with others on the job and displaying a good-natured, cooperative attitude.

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