Corporate Event Planner Job Description
Corporate Event Planner Duties & Responsibilities
To write an effective corporate event planner job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate event planner job description templates that you can modify and use.
Sample responsibilities for this position include:
Corporate Event Planner Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Corporate Event Planner
List any licenses or certifications required by the position: CMP
Education for Corporate Event Planner
Typically a job would require a certain level of education.
Employers hiring for the corporate event planner job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Marketing, Communications, Hospitality, Hospitality Management, Business, Public Relations, Management, Education, Technology, Business/Administration
Skills for Corporate Event Planner
Desired skills for corporate event planner include:
Desired experience for corporate event planner includes:
Corporate Event Planner Examples
Corporate Event Planner Job Description
- To own and fully lead small to medium-sized events (60 – 200 attendees) from conception of event to post-event administration and reconciliation of costs
- To ensure compliance of all event requests, and budgets, adhere to policy and procedures
- To lead Freelancers pre-event and on-site
- To assist Senior Event Planners with larger events, performing designated pre-event and onsite duties as may be assigned
- To have working knowledge and understanding of legal obligations associated with the signing of venue and supplier contracts
- To compile, for individual events, all related data and statistics, including pre-event and post-event invoicing, final attendance figures, budget reconciliation, cost savings Planner negotiated savings, GMS and IT savings
- Active involvement in the execution of four large annual conferences with up to 2000 attendees, with key responsibility for technology or logistics
- Budgetary responsibility up to $200,000, with approval from the Manager of Conference & IES Services or direction from the Head of Equities Research, Co-Head of Global Equities, or Associate Directors of Research
- Provide detailed follow-up, including ROI and year-over-year comparisons, on conferences and other events by incorporating historical knowledge of those events, making recommendations for future events to Manager of Conference & IES Services
- Research and source potential venues for conferences and other events
- BS Degree in Hospitality Management, Public Relations, or related
- Selection of event sites including establishing requirements, conducting research and recommending meeting venues
- Negotiate and review vendor contracts
- Develop and manage event budgets including reconciliation of associated expenses
- Provide best practice/guidance to the organization and maintain a toolkit of resources to encourage/support employee self-sufficiency
- Provide sound guidance around catering spend and vendors, offsite venue locations, appropriate internal meeting space and how to access support to ensure successful meetings and functions
Corporate Event Planner Job Description
- Mentor and guide event coordinators in day-to-day activities, including reviewing communication coordinators are sending to Directors of Research, Sales, Global Equities
- Partner with internal marketing team to brand and develop marketing materials for all conferences and other events
- Research vendors (catering, decorators, musicians ) and choose the best combination of quality and cost
- Manage all event operations (decor, catering, entertainment, transportation, location, invitee list, special guests, equipment, promotional material )
- Do final checks at the day of the event
- Evaluate event’s success and submit reports
- Support the planning and execution of the event
- Conduct surveys before or after events to collect participant feedback
- Provide support as needed in other areas of the department
- Invoice payment/reconciliation
- Work collaboratively with internal stakeholders to leverage as existing resources while ensuring alignment with business strategy
- Create solid, mutually respectful relationships with customers and stakeholders both internally and externally
- Oil & Gas experience is an asset
- Ability to travel within the United States and Canada
- Demonstrated skill in relationship building and communication
- Action oriented with a focus on execution and continual process improvement
Corporate Event Planner Job Description
- Actively participate in event planning meetings, create task list and track assignments and coordinate with all event leaders to prepare plans
- OScheduling appropriate outside labor or contract help, such as caterers, limo transportation, cleaning
- OArranging transportation and lodging
- OSetting menus with catering for food and beverages
- OArranging off-site meals and special activities
- OObtaining logos and participant information
- OConfirming participants via follow up phone calls and act as main contact for all participants
- OConfirming all reservations
- OPreparing appropriate decor for event
- OCreate agenda, documents, and welcome packets for guests
- Strategic thinking/Planning mindset
- Ability to take initiative and work effectively in a self-directed manner
- Organized, detail focused and ability to work
- Ability to act professionally and with discretion at all times
- Comfort with systems use and knowledge of registration system would be an asset
- 4-year college degree in Marketing, Communications and/or equivalent experience
Corporate Event Planner Job Description
- OFollowing-up with registered participants with event details
- OPreparing rooms as needed and coordinate A/V needs
- OWelcoming guests during each event
- OReserving meeting/training rooms and Identify special needs, equipment, required
- OCreating event timeline with critical milestones
- OThroughout event/meeting prepare break set ups as needed
- OCreate revised room layouts for each event
- OServe as liaison with vendors on event related matters
- OAssist with managing on-site production and clean-up for events as needed
- OPrepare name tags, materials, seating cards, gift bags
- Initiative, self-motivation, and accountability
- Ability to work in a faced paced environment and manage ambiguity
- Experience in Events, Project Management, Direct Marketing, Graphic Design
- Degree in hospitality management, public relations or relevant field is preferred
- Willing to submit references from previous clients
- 2 years meeting planning, hotel management experience, high-end customer service, or food industry experience in a supervisory role
Corporate Event Planner Job Description
- Plan, coordinate and effectively communicate meeting logistics to Event Coordinators/Event Staff, QSS support departments vendors for all meetings/events as assigned
- Determine client needs through exploratory meetings with the client to develop timelines, menus, layouts and equipment requirements to meet or exceed the clients’ expectations
- Generate the Function Service Order (FSO) for each event accurately, effectively and efficiently by the distribution deadline
- Liaise with in-house caterer regarding all Food and Beverage needs
- Create custom travel plans for each traveler utilizing private planes, commercial flights, trains, and various ground transportation companies
- Monitor ground transportation, briefing drivers, and trouble-shooting any issues on site
- Act as the point of contact for the Board of Directors for logistical support
- Arrange all travel, ground transportation, hotel for VIP customer visits
- Act as the travel lead for Investor Relations Meetings - coordinating all travel logistics for presenters and staff
- Arrange all travel, ground transportation, hotel for all Management Committee off-site events
- Critical thinking and analytical ability to make thorough written and verbal recommendations
- Comfortable and experienced in working with senior leadership and executives combined with a strong commitment to provide excellent customer service
- Maintain professional demeanor and communication in high-stress situations
- Problem-solving and interpersonal skills in high-pressure situations
- Ability to prioritize daily workflow to meet deadlines
- High attention to detail and professional demeanor and approach in all situations