In this topic we’ll take a look at providing administrative support both during and after events.
By the end of this topic you’ll be able to:
● Describe ways to provide administrative support during events.
● Describe post-event activities to be carried out.
● Manage breakout rooms in videoconference calls.
● Create and distribute meeting notes and minutes.
● Identify what a CRM is and how it can be used for events.
An administrator plays an important role in ensuring the smooth execution of a work event. Their support involves a range of tasks before, during, and after the event, each requiring attention to detail, effective communication, and proactive problem-solving. Here’s how an administrator may provide support during a work event:
- Manage registration desk: Oversee the registration desk, checking in attendees, distributing name tags, and handing out event materials like programs, agendas, or giveaways.
- Handle last-minute registrations: For walk-in attendees or last-minute changes, update the registration list and prepare necessary materials.
- Answer queries: Be available to answer any questions attendees may have regarding the event schedule, location of sessions, or other logistical details.
- Monitor schedule: Keep track of the event schedule, ensuring sessions start and end on time. Give time cues to speakers or moderators to maintain the event’s flow.
- Coordinate breaks and transitions: Help manage the timing and logistics of breaks, ensuring that refreshments are ready and that attendees know where to go for the next session.
- Manage event materials: Ensure that all necessary materials, such as handouts, promotional items, and session-specific resources, are available and distributed as needed.
- Oversee catering setup: Ensure that catering services are set up on time and that food and beverages are displayed well and replenished as needed.
- Monitor dietary needs: Make sure that dietary restrictions are provided for, and that all attendees have access to suitable food options.
- Document event proceedings: Take notes during key sessions, record attendance, and maintain records of any issues or highlights from the event for future reference.
- Distribute surveys: At the end of sessions or the event, distribute feedback forms or direct attendees to online surveys to gather their opinions and suggestions. Collect completed forms.
- Internal communication: Act as a liaison between event organisers, staff, and attendees, ensuring that any changes or important information are communicated promptly.
- Emergency announcements: Be prepared to relay any emergency announcements or instructions to attendees quickly and calmly.
- Provide directions and information: Assist attendees in navigating the venue, directing them to restrooms, breakout rooms, and other key areas.
- Accommodate special requests: Address any special needs or requests from attendees, such as dietary restrictions, seating adjustments, or accessibility accommodations.
- AV and IT assistance: Assist in setting up audiovisual equipment such as projectors, microphones, and laptops.
- Presentation support: Assist speakers with loading and testing their presentations, ensuring that all files are working properly and are displayed correctly on screen.
- Platform management: If the event is hybrid or virtual, help manage the online platform, including monitoring chat boxes, managing breakout rooms, and ensuring all participants can access the event content.
The following guides explain how to manage breakout rooms in videoconference calls:
Reading
Article Title: Use breakout rooms in Microsoft Teams meetings
Type: Guide
Article Title: Use breakout rooms in Google Meet
Type: Guide
Article Title: Managing meeting breakout rooms (Zoom)
Type: Guide
You may be required to troubleshoot minor technical issues within your knowledge or skillset. For more complex problems, you will need to coordinate with IT staff. Make sure you know who is on-call at the event venue or available online to help with these issues and how to get in touch with them.
Activity: Breakout rooms
Create a Google Meet, Microsoft Teams, or Zoom event and invite a few friends or colleagues to help you test out the breakout rooms functionality.
Meeting protocols
Meeting protocols are the established rules and procedures that guide how some meetings are conducted to ensure they are organised, efficient, and productive. These protocols help set clear expectations for participants and create a structured environment that promotes effective communication and decision-making. Key aspects of meeting protocols include:
- Agenda preparation: An agenda outlines the topics to be discussed, the sequence of items, and the time allocated for each. It is usually distributed in advance so participants can prepare accordingly.
- Role assignments: Clear roles, such as the chairperson (sometimes simply referred to as the chair) or facilitator, minute-taker, and timekeeper, are assigned to manage the flow of the meeting, document discussions, and keep the meeting on schedule.
- Attendance and punctuality: Participants are expected to attend on time and be present for the entire meeting. Punctuality shows respect for others' time and helps start and end the meeting as planned.
- Opening and closing: Meetings typically start with a brief introduction, including a review of the agenda and objectives. At the end, a summary of decisions made and actions agreed upon is provided, often with a review of next steps.
Meeting minutes
Meeting minutes are a formal written record of discussions, decisions, and actions taken during a meeting. They serve as an official document that captures the key points discussed, agreements reached, and tasks assigned during the meeting. Meeting minutes provide a reference for attendees to recall what was discussed and agreed upon, as well as for those who were unable to attend the meeting.
Meeting minutes may also serve compliance purposes by providing a formal and accurate record of what was discussed and decided during a meeting. The Official Information Act 1982 (OIA) and the Local Government Official Information and Meetings Act 1987 (LGOIMA) grant the public the right to access official information held by government and local government agencies. Under the OIA and LGOIMA meeting minutes are considered official documents that may be requested by the public. Accurate and detailed minutes ensure transparency and accountability, allowing the public to understand the decision-making processes of public bodies.
Meeting minutes are usually produced in a word processing software such as Google Docs or Microsoft Word. If your organisation has a template for meeting minutes then you should use that, otherwise, there are free templates available within the software usually or online.
Follow the steps and guidance below to effectively capture the key points and outcomes of meetings in clear and comprehensive meeting minutes.
- Before the meeting, review the agenda and any relevant documents to familiarise yourself with the topics to be discussed and the expected outcomes.
- Set up a template for your meeting minutes, including sections for the meeting details (such as date, time, location, and attendees), agenda items, discussions, decisions, and action items.
- If the meeting is in person (not online), and there are attendees you don’t know, it is a good idea to ask the chair or another senior attendee the name of everyone at the table. Draw a picture in your notes of the table layout and label each seat with the person’s name and initials. This will come in handy during the meeting.
- Record the meeting details at the beginning of the document, including the date, time, location, and list of attendees (including those present and absent).
- As the meeting progresses, take thorough notes on the key points discussed, decisions made, and action items assigned. Be concise but comprehensive, capturing the essence of each discussion.
- Note any important contributions, questions, or concerns raised by attendees, as well as any agreements or resolutions reached.
- Record the names of individuals who make motions, second motions, and vote on decisions, especially for formal meetings where voting occurs.
- Organise your meeting minutes chronologically, following the sequence of the agenda items. Use headings or bullet points to clearly delineate different topics and discussions.
- Use clear and straightforward language, avoiding jargon or technical terms that may be unclear to readers.
- Include relevant details such as deadlines, responsible parties, and follow-up actions for each agenda item.
- Ensure the accuracy of your meeting minutes by verifying names, dates, and details before finalising the document.
- Clarify any ambiguous or unclear points by consulting with meeting participants or referring to recordings or additional documentation, if available.
- Clearly identify action items arising from the meeting, including who is responsible for each task, deadlines, and any necessary resources or support needed.
- Share the draft meeting minutes document for review and approval by the meeting chair or relevant stakeholders, and incorporate any necessary revisions or corrections. Sharing and collaborating on documents was covered in the previous module.
- Once approved, share the finalised meeting minutes to all attendees and other relevant parties, such as team members or stakeholders who may be affected by the decisions or actions taken during the meeting.
- Distribute the meeting minutes promptly after the meeting, ideally within 24-48 hours, to ensure that attendees have a timely record of the discussions and commitments made.
Reading
Article Title: Meeting minutes vs. notes: definitions and examples
Article Summary: Read this article for advice on writing meeting minutes and meeting notes and the differences between the two.
After a work event, an administrator has several important tasks to complete to ensure a smooth wrap-up and to prepare for future events. These post-event activities can include administrative, logistical, and analytical tasks. Here are post-event activities an administrator may handle:
- Coordinate cleanup: Ensure that all event materials, decorations, and equipment are properly packed up and returned to storage or the appropriate vendors. Oversee the cleanup of the venue to ensure it is left in good condition.
- Return equipment: Arrange for the return or pickup of rented equipment such as AV gear, furniture, or other items that were borrowed for the event.
- Lost and found: Collect any items left behind by attendees and ensure they are returned to their owners.
- Inventory check: Take inventory of any supplies or materials used during the event (for example, stationery, promotional items, badges) and restock or reorder as necessary for future events.
- Collect feedback: If not done during the event, distribute post-event surveys to attendees, speakers, and other stakeholders to gather feedback on their experience. This can be done through online survey tools, email, or paper forms.
- Analyse feedback: Review the feedback collected to identify trends, areas of success, and opportunities for improvement. Summarise the findings in a report that can be shared with the event planning team or other relevant parties. Feedback collection and analysis will be covered later in the programme.
- Store digital content: Archive digital content from the event, such as recordings, photos, presentations, and videos, in a secure location. Ensure this content is accessible for future use or reference.
- Update event files: Organise and file all event-related documents, including contracts, invoices, attendee lists, feedback forms, and reports. Ensure these files are easily accessible for future reference.
- Document lessons learned: Create a document summarising the lessons learned from the event. Include what worked well, what challenges were encountered, and suggestions for improvement. This document can be a valuable resource for planning future events.
You may also be involved in financial reconciliation and reporting for expenses incurred by the event, this will be covered later in the programme.
- Thank-you notes: Send personalised thank-you notes or emails to speakers, sponsors, volunteers, and key attendees to express appreciation for their participation and support.
- Follow-up with attendees: Provide attendees with any promised follow-up materials, such as presentation slides, recordings, or additional resources. Respond to any post-event inquiries or requests.
Reading
Article Title: Post-Event Follow-Up: Why It Matters And How To Do It Right
Article Summary: Read this article for further advice on following up with attendees after events.
Customer relationship management
Customer relationship management (CRM) refers to software used by businesses to manage and analyse customer interactions and data. CRMs store detailed information about customers, including contact details, communication history, and preferences, making it easy to access and manage customer information. They can also track sales activities, and provide tools for managing customer service requests and handling customer inquiries.
Here’s how CRM plays a role in events:
- Event planning and promotion: Helps in targeting the right audience for events by grouping contacts based on their interests, previous interactions, and demographic information. This enables personalised invitations and marketing efforts, increasing the likelihood of attendance and engagement.
- Registration and attendee management: CRMs can streamline the registration process, track attendance, and manage event logistics. By integrating event management with CRM, you can keep all attendee information in one place, making it easy to monitor who’s attending, manage communications, and handle any special requirements.
- Engagement tracking: During the event, a CRM can be used to track attendee interactions, such as sessions attended, questions asked, or networking activities. This data is valuable for understanding attendee interests and behaviour, helping tailor future communications and follow-ups.
- Post-event follow-up: After the event, a CRM can help you send personalised thank-you notes, share event materials, or offer exclusive content based on attendee engagement.
- Data analysis and reporting: CRMs can generate reports on event outcomes, such as attendee feedback.
Video Title: What is CRM and How Does it Work? | Salesforce
Watch Duration: 2:40
Video Summary: CRMs will be covered further later in this programme. For now, take a look at this short video for an introduction to CRM.
Source: YouTube
In this topic we’ve looked at providing administrative support both during and after events.
Assessment 2
You should now be ready to complete Assessment 2: BATE302A2: Perform business administration processes. Have a read of the assessment instructions. If you don’t feel ready to make a start, reread the sections that cover the bits you’re not sure about.