International
Standards
CMP International Standards Rev. 2017
2
About the Events Industry Council
The Events Industry Council's 33 member organizations represent over
103,500 individuals and 19,500 firms and properties involved in the
meetings, conventions, and exhibitions industry.
The new mission of the Events Industry Council is to strengthen the
value and sustainability of our members, support the premier credential
for the meeting professional, and provide a vibrant, collaborative
platform to address critical issues to ensure a thriving events industry.
About the Certified Meeting Professional
The Events Industry Council launched the Certified Meeting Professional
(CMP) program in 1985 to enhance the knowledge and performance of
meeting professionals, promote the status and credibility of the meeting
profession, and advance uniform standards of practice.
Today, the CMP credential is recognized globally as the badge
of excellence in the meeting, convention, exhibition, and event
industry. The qualifications for certification are based on
professional experience, education, and a rigorous exam.
The CMP exam was developed and is maintained by meeting professionals from
all over the world who volunteer their time to ensure that the program reflects
current best practices in the meeting management field.
More than 11,000 meeting professionals in 55 countries hold the CMP
designation. This unique community represents professionals in every sector
of the industry, from corporations and associations to government agencies,
hotels, destination marketing organizations and conventions centers, and
meeting service providers.
The CMP program increases the expertise and sophistication of meeting
and event professionals in all sectors of the industry by:
Developing and maintaining a
comprehensive body of knowledge
needed to be a successful meeting
professional
Promoting industry standards,
practices, and ethics
Advancing the art and science of
meeting management
Increasing the value of Certified
Meeting Professionals to their
employers
Maximizing the value received from
the products and services provided
by Certified Meeting Professionals
the number of meeting
professionals who hold
the CMP designation.
CMP International Standards Rev. 2017
3
About the CMP International Standards Updates
The CMP International Standards (CMP-IS) are the body of knowledge for the Certified
Meeting Professional program and examination. The CMP-IS defines and categorizes the skills,
competencies and abilities an individual needs in order to be successful in the profession.
The CMP-IS is updated every five years through a job analysis study. This multi-phased study includes:
(1)
a literature review of industry publications and websites to identify new trends and practices:
(2)
review of the current standards by two panels of industry subject matter experts who then make
recommendations of additions and deletions to the knowledge and skills statements in the standards; and
(3)
a validation survey, which is sent to all current CMPs to verify that the changes recommended by the panels
are consistent with current practices in the field.
In 2015-16, the Events Industry Council conducted a job analysis study, the results of which have been
incorporated into these CMP International Standards. Overall, changes to CMP-IS were minimal:
In some cases, Skills and/or Sub Skills were deleted because they were already addressed in another domain.
In some cases, the skill statements were modified to be more concise but their meaning remained the same.
All “Common Knowledge” statements were eliminated. This information was redundant from one domain to
the next and is not included on exam.
Domain
J:
Professionalism was eliminated because these knowledge statements are included in the CMP
Standards of Ethical Conduct, which all CMPs and potential CMPs are required to sign and agree to abide by.
During the job analysis study’s validation survey, CMPs were asked to rate the Importance and
frequency of each of the Skills and Sub Skills in the CMP International Standards (e.g., how important
is this skill to your job and how frequently do you perform this skill). Based on these results, there were
shifts in the percentage of items that test takers will receive for each of the domains.
DOMAIN
CURRENT CMP-IS
UPDATED CMP-IS
Strategic Planning
16%
10%
Project Management
15%
6%
Risk Management
8%
5%
Financial Management
10%
11%
Human Resources
3%
4%
Stakeholder Management
8%
4%
Meeting or Event Design
16%
34%
Site Management
12%
14%
Marketing
11%
12%
Professionalism
2%
0%
CMP International Standards Rev. 2017
4
Terms
found in the CMP International Standards
The following are the terms used in the CMP International Standards (CMP-IS).
The CMP examination contains questions covering the variety of functions a
meeting professional must perform based on this document.
BODY OF KNOWLEDGE:
A body of knowledge defines and categorizes the skills, competencies
and abilities required by an individual in order to be successful in a
profession. The CMP-IS is the body of knowledge an individual needs in
order to earn and maintain their CMP certification.
TEST SPECIFICATION:
A test specification presents an outline for the makeup of examinations
that test on a body of knowledge.
DOMAIN:
Each domain is a CMP-IS knowledge base area.
SKILL:
The defined task under the knowledge based domain.
SUB SKILL:
Specific functions needed to perform the skill.
KNOWLEDGE OF:
Minimum level of comprehension and understanding of the sub skill.
SKILL IN:
Lists specific details and understanding needed to sucessfully master
the sub skill.
The 2017 CMP International Standards are comprised of:
9 Domains, 28 Skills, and 84 Sub Skills.
Copyright © 2017 Events Industry Council. All rights reserved.
This document uses concepts and material from the emerit Event Management International Competency Standards under
license from the Canadian Tourism Human Resource Council (CTHRC).
All trademarks mentioned in this publication belong to their respective owners.
CMP International Standards Rev. 2017
5
CMP Detailed Exam Content
Domains A, B, C, and D
9
DOMAINS
28
SKILLS
84
SUB SKILLS
Number of Exam Questions
DOMAIN A:
Strategic Planning
Exam Questions in Domain A . . . . . . .
15
Skill
1
|
Create Strategic Plan for Meeting or Event
SUB SKILL 1.1
-
Develop event goals and objectives to align with organizational strategy.
SUB SKILL 1.2
-
Complete needs assessment to determine feasibility of the meeting or event.
SUB SKILL 1.3
-
Identify meeting or event requirements to align with goals and objectives.
SUB SKILL 1.4
-
Complete a financial analysis and develop a financial summary.
SUB SKILL 1.5
-
Monitor and measure event benchmarks to align with the strategic plan.
Questions in Skill 1 . . . . . . . . . . . . . .
3 - 5
Skill 2
|
Develop a Sustainability Plan for Meeting or Event
SUB SKILL 2.1
-
Implement Sustainability Plan.
SUB SKILL 2.2
- Demonstrate environmental responsibility.
Questions
in
Skill
2
.
.
.
.
.
.
.
.
.
.
.
.
5
-
8
Skill
3
|
Develop Business Continuity or Long-Term Viability Plan of Meeting or Event
SUB SKILL 3.1
-
Develop evaluation plan based on event goals and objectives to align with
organizational strategy.
SUB SKILL 3.2
-
Collect and analyze meeting or event data using the evaluation plan to measure
return on investment.
SUB SKILL 3.3
-
Evaluate meeting or event data to measure the critical success factors against the
goals and objectives.
Questions in Skill 3 . . . . . . . . . . . .
3 - 5
DOMAIN B:
Project Management
Exam Questions in Domain B . . . . . . . .
9
Skill
4
|
Plan Meeting or Event Project
SUB SKILL 4.1
-
Develop project plan based on meeting needs to align with goals and objectives.
Questions in Skill 4 . . . . . . . . . . . . .
4 - 6
Skill
5
|
Manage Meeting or Event Project
SUB SKILL 5.1
-
Manage the critical path to complete the project plan.
SUB SKILL 5.2
-
Develop and manage contract management plan to meet stakeholder
expectations and meeting requirements.
SUB SKILL 5.3
-
Execute project management plan to meet goals and objectives.
Questions in Skill 5 . . . . . . . . . . . . .
4 - 6
DOMAIN C:
Risk Management
Exam Questions in Domain C . . . . . . . .
8
Skill 6
|
Manage Risk Management Plan
SUB SKILL 6.1
-
Identify risks by reviewing current data and event history to address potential risks.
SUB SKILL 6.2
-
Apply industry best practices to analyze risks.
SUB SKILL 6.3
-
Develop and manage contract management plan to meet stakeholder expectations
and meeting requirements.
SUB SKILL 6.4
-
Develop and implement emergency response plan to manage resources in
emergency situations.
SUB SKILL 6.5
-
Arrange security according to emergency response plan to reduce impact.
Questions in Skill 6 . . . . . . . . . . . . . . . .
8
DOMAIN D:
Financial Management
Exam Questions in Domain D . . . . . . .
16
CMP International Standards Rev. 2017
6
Skill 7
|
Manage Event Funding and Financial Resources
SUB SKILL 7.1
-
Develop budgeting processes for funding resource management to fulfill
financial goals.
SUB SKILL 7.2
-
Develop and manage the registration process through a defined system to reach
established goals and targets.
Questions in Skill 7 . . . . . . . . . . . . . .
6 - 8
CMP International Standards Rev. 2017
7
CMP Detailed Exam Content
Domain D continued
-
Domains E, F, and G
Skill 7
-
Continued
|
Manage Event Funding and Financial Resources
SUB SKILL 7.3
-
Develop and manage exhibit sales process using current year space allocation
to reach established goals and targets.
SUB SKILL 7.4
-
Manage additional revenue sources through research and analysis to reach
established goals and targets.
Questions in Skill 7 . . . . . . . . . . . . .
6 - 8
Skill
8
|
Manage Budget
SUB SKILL 8.1
-
Develop budget using accepted accounting principles to align with the goals,
objectives, and financial parameters of the event.
SUB SKILL 8.2
-
Establish pricing (e.g., registration, sponsorships, exhibits) based on market
analysis to meet financial targets and goals.
SUB SKILL 8.3
-
Monitor and revise budget using established audit procedures to identify
potential adjustments.
Questions in Skill 8 . . . . . . . . . . . . .
6 - 8
Skill 9
|
Manage Monetary Transactions
SUB SKILL 9.1
-
Establish monetary transactions procedures to comply with event or organization
financial guidelines.
SUB SKILL 9.2
-
Manage monetary transactions process to confirm compliance with event or
organization financial guidelines.
Questions in Skill 9 . . . . . . . . . . . . . .
1 - 3
DOMAIN E:
Human Resources
Exam Questions in Domain E . . . . . . . . .
6
Skill 10
|
Recruit
Staff
and Volunteers
SUB SKILL 10.1
-
Assess staffing needs by reviewing program activities to determine requirements
and selection criteria.
SUB SKILL 10.2
-
Develop a staff and volunteer recruitment plan to fulfill requirements.
Questions in Skill 10 . . . . . . . . . . . . .
2 - 4
Skill
11
|
Train
Staff
and Volunteers
SUB SKILL
11.1
-
Provide orientation and training to staff and volunteers to align with company and
event goals and objectives.
Questions in Skill 11 . . . . . . . . . . . .
2 - 4
DOMAIN F:
Stakeholder Management
Exam Questions in Domain F . . . . . . . . .
6
Skill 12
|
Manage Stakeholder Relationships
SUB SKILL 12.1
-
Perform stakeholder analysis to align expectations with goals and objectives.
SUB SKILL 12.2
-
Manage stakeholder activities to meet expectations.
SUB SKILL 12.3
-
Communicate event goals and objectives to manage stakeholder relationships..
Questions in Skill 12 . . . . . . . . . . . . . . . .
6
DOMAIN G:
Meeting or Event Design
Exam Questions in Domain G . . . . . . .
51
Skill 13
|
Develop Program
SUB SKILL 13.1
-
Develop theme for meeting or event.
SUB SKILL 13.2
-Develop procurement strategy for the acquisition of goods and services in
accordance with the project plan.
SUB SKILL 13.3
-
Analyze the project plan to determine the critical path.
SUB SKILL 13.4
-
Develop integrated communications plan to align with goals and objectives.
SUB SKILL 13.5
-
Develop evaluation procedures.
SUB SKILL 13.6
-
Identify program components using a variety of data to determine that the
program is inclusive.
SUB SKILL 13.7
-
Define program content and delivery methods aligned with meeting goals and
objectives in support of the strategic plan.
SUB SKILL 13.8
-
Analyze the event outcomes according to predefined metrics to measure
achievement of goals and objectives.
Questions in Skill 13 . . . . . . . . . . . .
12 - 14
CMP International Standards Rev. 2017
8
CMP Detailed Exam Content
Domain G continued - Domain H
Skill 14
|
Engage Speakers and Performers
SUB SKILL 14.1
-
Determine meeting or event requirements for speakers and performers using the
event design to align with meeting or event goals and objectives.
SUB SKILL 14.2
-
Define strategies and criteria for speaker and performer selection referencing the
goals or objectives to fulfill the program requirements.
SUB SKILL 14.3
-
Choose speakers or performers using selection criteria to achieve meeting or
event objectives.
SUB SKILL 14.4
-
Secure speaker and performer contracts and communicate expectations aligned
to event design to achieve meeting or event objectives.
Questions in Skill 14 . . . . . . . . . . . . .
5 - 7
Skill 15
|
Coordinate Food and Beverage Services
SUB SKILL 15.1
-
Identify needs and establish guidelines for food and beverage services to meet
meeting budget and objectives.
SUB SKILL 15.2
-
Select food and beverage service provider(s) and menu(s) following event design
and within budget.
SUB SKILL 15.3
-
Use relevant rules and regulations to manage alcohol service to comply with
legal, organizational, and event policies.
Questions in Skill 15 . . . . . . . . . . . .
10 - 12
Skill 16
|
Design Environment
SUB SKILL 16.1
-
Determine event design and theme requirements based on stated objectives that
meet attendee and organizational expectations.
SUB SKILL 16.2
-
Select décor based on event design to support the requirements of the meeting
or event.
SUB SKILL 16.3
-
Coordinate meeting or event signage by following the marketing plan to meet the
requirements of the meeting or event.
Questions in Skill 16 . . . . . . . . . . . . .
5 - 7
Skill 17
|
Manage Audiovisual and Technical Production
SUB SKILL 17.1
-
Identify staging and technical equipment requirements using event design to
support meeting or event objectives.
SUB SKILL 17.2
-
Acquire staging and technical equipment based on defined requirements to
support the event design.
SUB SKILL 17.3
-
Install staging and technical equipment based on defined requirements to
support the event design.
SUB SKILL 17.4
-
Oversee technical production and operation based on defined requirements to
support the event design.
Questions in Skill 17 . . . . . . . . . . . . .
4 - 6
Skill 18
|
Develop Plan for Managing Movement of Attendees
SUB SKILL 18.1
-
Develop admittance management plan to control protocols and efficiency.
SUB SKILL 18.2
-
Develop a plan for effective crowd management.
SUB SKILL 18.3
-
Coordinate housing requirements and define policies in line with organizational
standards.
SUB SKILL 18.4
-
Coordinate transportation requirements and define policies in line with
organizational standards.
SUB SKILL 18.5
-
Follow established protocol guidelines by adhering to organizational and
situational requirements.
Questions in Skill 18 . . . . . . . . . . . . .
5 - 7
DOMAIN H:
Site Management
Exam Questions in Domain H . . . . . . .
21
Skill 19
|
Select Site
SUB SKILL 19.1
-
Complete needs assessment using event design to determine site specifications.
SUB SKILL 19.2
-
Identify and inspect sites based on event design and according to selection criteria.
Questions in Skill 19 . . . . . . . . . . . . .
6 - 7
Skill
20
|
Design Site Layout
SUB SKILL 20.1
-
Develop site maps and floorplans according to event design and requirements to
achieve event goals and objectives.
Questions in Skill 20 . . . . . . . . . . . .
4 - 6
CMP International Standards Rev. 2017
9
CMP Detailed Exam Content
Domain H continued
-
Domain I
Skill 21
|
Manage Meeting or Event Site
SUB SKILL 21.1
-
Create logistics plan for site setup, operation, and takedown using event design to
achieve goals and objectives.
SUB SKILL 21.2
-
Implement logistics plan during site setup to meet event design and requirements.
SUB SKILL 21.3
-
Implement logistics plan during event to meet event design and requirements.
SUB SKILL 21.4
-
Implement logistics plan during dismantle to meet event design and requirements.
Questions in Skill 21 . . . . . . . . . . . .
5 - 7
Skill 22
|
Manage On-site Communications
SUB SKILL 22.1
-
Define on-site communications plan aligned with marketing plan to meet event
goals and objectives.
SUB SKILL 22.2
-
Determine and secure required communication equipment and resources to
meet event requirements.
SUB SKILL 22.3
-
Specify communication procedures and protocols for each audience based on
the event requirements.
Questions in Skill 22 . . . . . . . . . . . .
3 - 5
DOMAIN I:
Marketing
Exam Questions in Domain I . . . . . . . .
18
Skill 23
|
Develop Marketing Plan
SUB SKILL 23.1
-
Conduct a situational analysis using historical and current data to develop the
marketing plan to meet goals and objectives
SUB SKILL 23.2
-
Identify target market segments using the situational analysis to determine key
features, products, and services.
SUB SKILL 23.3
-
Select marketing distribution channels using the situational analysis that aligns
with the marketing plan.
SUB SKILL 23.4
-
Implement marketing plan to reach targeted segments to support the goals and
objectives of the meeting or event.
Questions in Skill 23 . . . . . . . . . . . .
2 - 4
Skill 24
|
Create and Manage Marketing Materials
SUB SKILL 24.1
-
Determine marketing materials that meet target market needs and support the
goals and objectives.
SUB SKILL 24.2
-
Develop marketing content and design specifications based on the marketing plan
to maximize impact.
SUB SKILL 24.3
-
Produce and distribute marketing materials to the target markets in alignment
with the marketing plan.
Questions in Skill 24 . . . . . . . . . . . .
3 - 5
Skill 25
|
Create and Manage Meeting or Event Merchandise
SUB SKILL 25.1
-
Determine product design and specifications using the marketing plan to support
the meeting or event objectives.
Questions in Skill 25 . . . . . . . . . . . .
1 - 3
Skill
26
|
Promote Meeting or Event
SUB SKILL 26.1
-
Develop cross-promotional activities to expand market reach aligned with the
marketing plan in support of the goals and objectives.
SUB SKILL 26.2
-
Develop promotions to create awareness through platforms to reach goals
and objectives.
Questions in Skill 26 . . . . . . . . . . . .
3 - 5
Skill 27
|
Contribute to Public Relations Activities
SUB SKILL 27.1
-
Develop, implement, and manage public relations strategy to align with the
marketing plan.
Questions in Skill 27 . . . . . . . . . . . .
1 - 3
Skill 28
|
Manage Meeting-Related Sales Activities
SUB SKILL 28.1
-
Reference the marketing plan and support development of the sales plan
with objectives.
SUB SKILL 28.2
-
Execute activities from the sales plan to meet the goals and objectives.
Questions in Skill 28 . . . . . . . . . . . .
1 - 3
Table of Contents
CMP International Standards
DOMAIN A:
STRATEGIC PLANNING
............................................................................ 10
SKILL
1
Create Strategic Plan for Meeting or Event .......................................................... 10-11
SKILL 2 Develop Sustainability Plan for Meeting or Event ......................................................12
SKILL 3 Develop Business Continuity or Long-Term Viability Plan of Meeting or Event .......13
DOMAIN B:
PROJECT
MANAGEMENT
....................................................................... 14
SKILL 4 Plan Meeting or Event Project ............................................................................ 14
SKILL 5 Manage Meeting or Event Project ................................................................ 14-15
DOMAIN C:
RISK MANAGEMENT
............................................................................. 16
SKILL 6 Manage Risk Management Plan.................................................................... 16-18
DOMAIN D:
FINANCIAL MANAGEMENT
..................................................................... 19
SKILL 7 Manage Event Funding and Financial Resources ...............................................19-20
SKILL 8 Manage Budget ........................................................................................ 21-22
SKILL 9 Manage Monetary Transactions....................................................................... 22
DOMAIN
E:
HUMAN RESOURCES
.......................................................................
23
SKILL 10 Recruit Staff and Volunteers ............................................................................. 23
SKILL
11
Train Staff and Volunteers ....................................................................................... 24
DOMAIN F:
STAKEHOLDER MANAGEMENT
................................................................. 25
SKILL 12 Manage Stakeholder Relationships .............................................................. 25-26
DOMAIN G:
MEETING OR EVENT DESIGN
............................................................ 27
SKILL 13 Develop Program .......................................................................................... 27-30
SKILL 14 Engage Speakers and Performers ........................................................................... 31
SKILL 15 Coordinate Food and Beverage Services ...................................................... 32-33
SKILL 16 Design Environment ..................................................................................... 33-34
SKILL 17 Manage Audiovisual and Technical Production .................................................34-35
SKILL 18 Develop Plan for Managing Movement of Attendees ........................................36-37
DOMAIN H:
SITE MANAGEMENT
............................................................................. 38
SKILL 19 Select Site .......................................................................................................... 38
SKILL 20 Design Site Layout ..........................................................................................39
SKILL 21 Manage Meeting or Event Site ..................................................................... 39-40
SKILL 22 Manage On-site Communications............................................................................ 41
DOMAIN I:
MARKETING
............................................................................................. 42
SKILL 23 Manage Marketing Plan ................................................................................ 42-43
SKILL 24 Create and Manage Marketing Materials ..................................................... 43-44
SKILL 25 Create and Manage Meeting or Event Merchandise ............................................... 45
SKILL 26 Promote Meeting or Event ..................................................................................... 45
SKILL 27 Contribute to Public Relations Activities ................................................................. 46
SKILL 28 Manage Meeting-Related Sales Activities .......................................................... 46
CMP International Standards Rev. 2017
10
10
DOMAIN A: STRATEGIC PLANNING
This domain outlines the knowledge and skills needed to manage a
10
OF EXAM
strategic plan for a meeting or event, develop a sustainability plan for
an event and develop a business continuity or long-term viability plan
for a meeting or event. This domain sets the direction for all decisions
about event management.
Skill
1
|
Create Strategic Plan for Meeting or Event
Exam Questions in Domain A . . . . . . .
15
Questions in Skill 1 . . . . . . . . . . . . . .
3 - 5
SUB SKILL
1.1
-
Develop event goals and objectives to align with organizational strategy.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Working with stakeholders, create goal
statements to specify how meeting or event will
achieve its mission.
b.
Working with stakeholders, establish objectives
to specify actions, time frames, and performance
measurements needed to achieve goals.
c.
Working with stakeholders, align mission
statement, goals, and objectives of meeting or
event and organization/stakeholders.
d.
Working with stakeholders, identify and
manage diversity and cross-cultural concerns
(e.g., holidays, group preferences, accessibility
compliance).
e.
Working with stakeholders, determine
sustainability objectives (e.g., financial,
environmental, social).
f.
Working with stakeholders, identify financial
resources that may be available.
g.
Working with stakeholders, determine target
date(s) and markets.
SUB SKILL 1.2
-
Complete needs assessment to determine feasibility of the
meeting or event.
KNOWLEDGE OF:
a.
Research methods suitable to ascertain viability of
meeting or event
b.
Legal and regulatory requirements
SKILL IN:
a.
Determining short-, medium-, and long-term
economic and social impacts on host community
(e.g., focus on impact of limited events).
b.
Developing evaluation process to capture
information about potential attendees, costs and
benefits, and financial resources
CMP International Standards Rev. 2017
11
DOMAIN A: STRATEGIC PLANNING
SKILL
1
CONTINUED
SUB SKILL 1.3
-
Identify meeting or event requirements to align with goals and objectives.
KNOWLEDGE OF:
a.
Tools or resources available for meeting or event
planning (e.g., technology)
SKILL IN:
a.
Identifying requirements based on scope of
meeting or event, including planning cycle,
sponsorship opportunities, additional sources
of resources, meeting or event evaluation,
administrative needs, leadership and
management, logistics and operations structure,
cross-cultural needs, marketing, human resources
(e.g., number of people, wage rates), meeting or
event timing, location and size, data flow, public
relations, systems to track progress.
SUB SKILL 1.4
-
Complete a financial analysis and develop a financial summary.
KNOWLEDGE OF:
a.
Tools or resources for financial planning
b.
World monetary situations
SKILL IN:
a.
Compiling financial information using financial
results, current financial position, sources
and applications for funding, and current
balance sheet details (e.g., assets, liabilities,
equity, statement of operational costs, cash
flow statements, projected closing balance
sheets, break-even analysis, projected return
on investment, applicable taxes or levies into a
complete financial report).
SUB SKILL 1.5
-
Monitor and measure event benchmarks to align with the strategic plan.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Comparing meeting or event progress to mission
statement, goals, and objectives.
b.
Monitoring cash flow to determine financial
standing to date.
c.
Managing financial resources.
d.
Analyzing all data available when evaluating a
need for change.
e.
Recording change control details (e.g., date,
rationale, implementation plan to support the
need for change to event so that support is
obtained for changes made).
CMP International Standards Rev. 2017
12
DOMAIN A: STRATEGIC PLANNING
SKILL 2
Questions in Skill 2 . . . . . . . . . . . . .
5 - 8
Skill 2
|
Develop a Sustainability Plan for Meeting or Event
SUB SKILL 2.1
-
Implement a sustainability plan.
KNOWLEDGE OF:
a.
Sustainability standards for meeting or event
(e.g., ISO 20121, BS8901, APEX/ASTM standards;
Global Reporting Initiative (GRI)
SKILL IN:
a.
Considering potential short- and long-term social
and environmental impact of meeting or event.
SUB SKILL 2.2
-
Demonstrate environmental responsibility.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
b.
Implementing conservation practices (e.g., using
recyclable products, reducing energy use and
water consumptions, minimizing noise and light
pollution).
c.
Selecting strategies to create positive outcomes
and mitigate negative impacts of meeting or event
on community.
SKILL IN:
a.
Considering potential short- and long-term social
and environmental impact of meeting or event.
CMP International Standards Rev. 2017
13
DOMAIN A: STRATEGIC PLANNING
SKILL 3
Questions in Skill 3 . . . . . . . . . . . . .
3 - 5
Skill 3
|
Develop Business Continuity or Long-Term
Viability Plan of Meeting or Event
SUB SKILL 3.1
-
Develop evaluation plan based on event goals and objectives to align with
organizational strategy.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Defining return on investment objectives/
expected outcomes (e.g., efficiency, effectiveness,
accountability, justifying investments).
b.
Determining what data will be collected (e.g.,
costs, post-event attendee feedback).
c.
Developing a business case for long-term
sustainability.
SUB SKILL 3.2
-
Collect and analyze meeting or event data using the evaluation plan to
measure return on investment.
KNOWLEDGE OF:
a.
Quantitative and qualitative data.
SKILL IN:
a.
Collecting data (e.g., evaluation-related,
attendance, financial).
b.
Analyzing data..
c.
Preparing and reporting data.
SUB SKILL 3.3
-
Evaluate meeting or event data to measure the critical success factors
against the goals and objectives.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Reviewing critical success factors for meeting or
event (e.g., benchmarks).
b.
Implementing evaluation/audit procedures
as scheduled (e.g., collecting and analyzing
information, verifying validity and reliability
of information, identifying and reporting any
difficulties accessing information, identifying and
addressing irregularities).
c.
Evaluating information (e.g., identifying reasons
for success/failure and key lessons for future
meetings or events).
d.
Developing reports (e.g., detailing information
used and information sources, explaining
how information has been analyzed, drawing
conclusions and making recommendations based
on evidence, using best format for organization,
key personnel, and stakeholders).
e.
Following integrated communication plan for
distribution of evaluation/audit report and
confidentiality guidelines.
f.
Debriefing internal and external stakeholders.
CMP International Standards Rev. 2017
14
6
DOMAIN B: PROJECT MANAGEMENT
When planning an event, the event professional is undertaking the management of
6
OF EXAM
a project from beginning to end including logistics, budgets, resource deployment
and schedule management. This domain draws from best practices from the
project management field and applies and adapts them to event management.
Skill
4
|
Plan Meeting or Event Project
SUB SKILL 4.1
-
Develop project plan based on meeting needs to align with goals
and objectives.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Reviewing available historical data (e.g., previous
project plans) in order to identify strengths and
weaknesses, review goals and objectives, and
compare results to goals and objectives.
b.
Specifying the actions, time frames, and
performance measurements needed to achieve
objectives.
c.
Identifying resources required and available (e.g.,
financial, material, staff).
d.
Engaging relevant stakeholders in planning
process (e.g., including attendees, conducting
exploratory research, seeking peer reviews).
Skill
5
|
Manage Meeting or Event Project
SUB SKILL 5.1
-
Manage the critical path to complete the project plan.
KNOWLEDGE OF:
a.
Critical paths and review schedules
SKILL IN:
a.
Identifying specific tasks and projects required to
achieve mission, goals, and objectives of meeting
or event.
b.
Prioritizing tasks and projects.
c.
Determining timelines and critical dates.
d.
Creating meeting or event briefs outlining
relevant information for specific stakeholders
(e.g., committee members, suppliers, agencies,
project team).
e.
Assigning tasks to specific groups or individuals
based on skills or areas of expertise.
f.
Scheduling regular review of critical path (e.g.,
assessing variations between estimated and actual
time, analyzing resource deficiencies and overages).
g.
Taking corrective action based on results of review.
h.
Keeping key personnel informed of progress
and changes.
CMP International Standards Rev. 2017
15
DOMAIN B: PROJECT MANAGEMENT
SKILL 5 CONTINUED
SUB SKILL 5.2
-
Develop and manage contract management plan to meet stakeholder
expectations and meeting requirements.
KNOWLEDGE OF:
a.
Principles of negotiation, stages of negotiating
process, and negotiation techniques
b.
Components of legal contracts
c.
Meeting or event and organization’s requirement
SKILL IN:
a.
Identifying requirements for contracts (e.g.,
preparing specifications).
b.
Communicating request for proposal (RFP)
processes to potential suppliers of goods
and services.
c.
Evaluating proposals against criteria.
d.
Negotiating contracts (e.g., striving for beneficial
outcomes for all parties involved, determining
what is negotiable and non-negotiable, explaining
organization’s position and viewpoint, listening
to and validating other parties’ positions and
viewpoints, discussing options, agreeing on most
viable options, deciding on sources of information
for evaluation).
e.
Consulting legal opinion, if needed.
f.
Integrating contractual obligations into meeting or
event’s critical path.
g.
Maintaining productive relationship with
contractors (e.g., monitoring progress on a
regular basis to determine that the organization
and contractors are fulfilling obligations,
agreeing on action to rectify non-compliance,
dealing with breaches of contract within
acceptable time frame).
h.
Assessing contractors’ performance to identify
strengths and weaknesses.
i.
Monitoring contractors expenditures against
contract.
j.
Comparing organization’s performance against
contract
SUB SKILL 5.3
-
Execute project management plan to meet goals and objectives.
KNOWLEDGE OF:
a.
Critical paths and review schedules
b.
On-site resources and personnel
c.
On-site meeting or event management
d.
Integrated communication plans
SKILL IN:
a.
Following event specifications guide for meeting
or event.
b.
Maintaining flow/sequence of activities during
meeting or event.
c.
Determining that all resources, personnel, and
supports are in place and ready.
d.
Ensuring that all personnel are briefed (e.g.,
submitting event specifications guide to key
stakeholders, as appropriate).
e.
Providing authorizations for elements of meeting
or event to take place.
f.
Receiving and distributing funding.
g.
Overseeing the work of key personnel and other
stakeholders throughout meeting or event (e.g.,
following integrated communications plan).
h.
Implementing risk management techniques and
strategies to minimize disruption to participants
and to deal with problems that arise.
i.
Keeping key personnel informed of progress
and changes.
j.
Maintaining records.
CMP International Standards Rev. 2017
16
5
DOMAIN C: RISK MANAGEMENT
Risk management, as applied to the events industry, is the ongoing process
5
OF EXAM
of assessing the risks that may threaten attendees, the meeting or event
itself, or stakeholders and applying the appropriate measures to manage the
probability and consequences of such risks. This domain focuses on managing
serious risks that may threaten life, health, property or the financial viability of
a meeting, business or organization.
Skill 6
|
Manage Risk Management Plan
SUB SKILL 6.1
-
Identify risks by reviewing current data and event history to address
potential risks.
KNOWLEDGE OF:
a.
Research methods
b.
Risk management
SKILL IN:
a.
Reviewing meeting or event plan (e.g., type of
meeting or event, location of meeting or event,
time of year, time of day, duration of meeting or
event, profile of attendees, number of attendees).
b.
Reviewing any investigations of previous incidents.
c.
Determining scope and nature of legal, ethical,
and regulatory obligations: considering range
of legal and regulatory issues (e.g., contracts);
determining jurisdictions responsible (e.g., national
and local governments); identifying legislation,
codes, ordinances, mandates, and regulations
applicable to meeting or event and its operations;
identifying authorities, agencies, or governing
bodies responsible; determining process for
acquiring authorizations.
d.
Consulting with other relevant individuals (e.g.,
colleagues, clients, contractors, performers, legal
personnel, security personnel, venues).
e.
Evaluating venue and geographic location for
potential hazards, threats, vulnerabilities, or
other risks.
f.
Assessing the need for specialist advice or
assistance in addressing legal, regulatory, and
jurisdictional requirements.
g.
Conducting risk assessment.
SUB SKILL 6.2
-
Apply industry best practices to analyze risks.
KNOWLEDGE OF:
a.
Authorities, agencies, and governing bodies that
preside over specific activities within a jurisdiction
SKILL IN:
a.
Determining what is exposed to damage, loss, or
liability (e.g., property, persons, cash, reputation,
environment); what could cause damage, loss, or
liability; who could suffer damage, loss, or liability;
and when damage, loss, or liability might occur.
b.
Assessing probability of occurrence, severity of
consequences (e.g., extent of impact, financial
consequences, maximum possible loss or liability).
c.
Prioritizing risks, considering organization’s
tolerance for risk and jurisdiction’s mandates
regarding risk, and mitigating or transferring risk.
d.
Considering effectiveness of risk management
techniques.
Exam Questions in Domain C . . . . . . . .
8
Questions in Skill 6 . . . . . . . . . . . . . . . .
8
CMP International Standards Rev. 2017
17
DOMAIN C: RISK MANAGEMENT
SKILL 6 CONTINUED
SUB SKILL 6.3
-
Develop and manage contract management plan to meet stakeholder
expectations and meeting requirements.
KNOWLEDGE OF:
a.
Organizational culture
b.
Location situational analysis
SKILL IN:
a.
Evaluating options to meet legal requirements and
mitigate risks (e.g., seeking advice from regulatory
authorities and specialists, putting supports in
place to minimize risks).
b.
Identifying health and safety requirements and
selecting available options to meet requirements.
c.
Preparing risk management plan, including chain
of command, emergency and control procedures,
spokesperson, and implementation strategies (e.g.,
decision-making authority, resource requirements,
coordination requirements).
d.
Implementing plan to manage risks.
e.
Communicating plan and procedures to
emergency services, media, suppliers, senior
management, and staff.
f.
Assessing risk management plan on an
ongoing basis.
g.
Complying with regulations.
h.
Consulting experts.
i.
Obtaining insurance, reviewing insurance
coverage needs and levels periodically, and
updating insurance coverage as needed.
SUB SKILL 6.4
-
Develop and implement emergency response plan to manage resources
in emergency situations.
KNOWLEDGE OF:
a.
Decision-making authority processes
SKILL IN:
a.
Conducting a threat assessment to identify
potential threats, hazards, or emergencies
(e.g., earthquake, disease outbreak, hazardous
material spill, utility failure, bomb threat,
structure collapse).
b.
Performing a capability assessment to determine
resources available to respond to an emergency
(e.g., medical, fire, rescue, security).
c.
Conferring with authorities to determine
requirements and appropriate emergency
procedures, including access, egress, and locations
for emergency services; exit route configuration for
site evacuation; on-site medical services required
(e.g., number and locations of first-aid stations
and emergency medical technicians); internal
and external communication systems; roles;
responsibilities; lines of authority; and delegation
of duties.
d.
Implementing emergency response plans and
communication procedures.
e.
Executing contingency and business continuity
plans as appropriate.
CMP International Standards Rev. 2017
18
DOMAIN C: RISK MANAGEMENT
SKILL 6 CONTINUED
SUB SKILL 6.5
-
Arrange security according to emergency response plan to reduce impact.
KNOWLEDGE OF:
a.
Risk analysis
b.
Types of security alternatives
SKILL IN:
a.
Determining needs, including considering
type of meeting or event, hours of operation,
type of venue, types of activities (e.g., serving
alcohol), physical activities, number and nature
of attendees and VIPs, number and nature of
entrances and exits, traffic patterns, insurance
requirements, and type of property issues (e.g.,
theft).
b.
Complying with applicable jurisdictions.
c.
Informing authorities (e.g., fire, police) of meeting
or event time, dates, and activities.
d.
Arranging for security staff and facilities, training
for staff and volunteers, and accreditation for
security staff.
e.
Attaining certificates of insurance from security
suppliers (e.g., obtaining additional coverage),
as needed.
f.
Detailing security procedures for emergency
situations (e.g., crowd control, protesters and/
or picket lines, site evacuation, natural disaster,
terrorist activities).
g.
Implementing internal and external security
communication systems.
h.
Establishing system for reporting and recording
incidents.
CMP International Standards Rev. 2017
19
11
DOMAIN D: FINANCIAL MANAGEMENT
This domain covers the critical skills needed for the financial success of a
11
OF EXAM
meeting or event. These include managing event funding and reserves,
managing the budget and managing monetary transactions. The domain also
includes identifying and managing sponsorship programs, grants, registration
processes, exhibit sales and other miscellaneous revenue sources.
Exam Questions in Domain D . . . . . . 16
Questions in Skill 7 . . . . . . . . . . .
6 - 8
Skill 7
|
Manage Event Funding and Financial Resources
SUB SKILL 7.1
-
Develop budgeting processes for funding resource management to fulfill
financial goals.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Establishing sponsorship programs: identifying
financial or in-kind values, defining benefits, and
estimating costs for providing benefits.
b.
Obtaining support of key stakeholders for
proposed sponsorship arrangement.
c.
Seeking legal opinion, as needed.
d.
Identifying potential sponsors and donors,
considering: compatibility with meeting or event,
exclusivity, income or cost-avoidance goals,
and advertising and budget limitations (to find
sponsors).
e.
Producing sponsor and donor benefit packages
or proposals containing overview and history
of meeting or event, corporate identity to
be presented (e.g., use of logos), value for
sponsorship, letter of proposal, audience
demographics, return-on-investment measures
and opportunities, sponsorship benefits and
limitations, and pre-event/meeting sponsorship
restrictions.
f.
Distributing sponsor and donor benefit packages
and proposals to potential sponsors.
g.
Contacting potential sponsors and donors
(e.g., primary decision-maker or person of
influence), determining type of support available
(e.g., cash, discounts, products), establishing
relationships with sponsors’ creative agencies,
negotiating sponsor commitment (e.g., distribution,
product sales), and conducting set-up, tear-down,
and sampling.
h.
Considering how sponsors may complement or
conflict with each other.
i.
Preparing contracts for committed sponsors,
outlining: details of meeting or event,
responsibilities of both parties (e.g., liabilities),
personnel, entertainment, financial obligations,
release forms and waivers, policy regarding
meeting or event cancellation, and insurance
requirements.
j.
Maintaining relationships with sponsors and
donors (e.g., providing regular updates).
k.
Managing contractual fulfillment and developing
fulfillment reports (e.g., delivery of benefits).
l.
Following up (e.g., evaluating sponsor and donor
involvement, evaluating return on investment from
sponsors’ points of view).
m.
Coordinating approach for soliciting potential
donors and sponsors.
DOMAIN D: FINANCIAL MANAGEMENT
SKILL 7 CONTINUED
CMP International Standards Rev. 2017
20
SUB SKILL 7.2
-
Develop and manage the registration process through a defined system
to reach established goals and targets.
KNOWLEDGE OF:
a.
Setting financial targets for registration
b.
Previous registration lists for meeting or event
c.
Registration systems (e.g., internal/external)
SKILL IN:
a.
Identifying potential attendees and types of
attendees.
b.
Communicating attendee benefits in pre-
registration information packet containing:
overview and history of meeting or event, location
of and cost to attend meeting or event, identity
of meeting or event sponsor, educational value
of attending, meeting or event agenda, criteria
for acceptance of registration (if applicable), and
additional programming offerings (e.g., tours,
spouse programming, hospitality).
c.
Identifying potential supplier partners
(e.g., application service provider, full-service
registration contractor).
SUB SKILL 7.3
-
Develop and manage exhibit sales process using current year space
allocation to reach established goals and targets.
KNOWLEDGE OF:
a.
Exhibit sales goals/targets including on-site and
post-meeting or event deliverables
b.
Protocols (e.g., methods of communication)
c.
Security and safety regulations, restrictions, and
constraints (e.g., facility, organization, government)
d.
Public relations and marketing plans
SKILL IN:
a.
Establishing exhibit rates.
b.
Identifying potential exhibitors considering
compatibility with meeting or event.
c.
Producing exhibitor benefit packages (prospectus)
containing: overview and history of meeting or
event, value for participation, letter of solicitation,
audience demographics, ROI measures and
opportunities, and pre- and post-event/meeting
activity restrictions.
d.
Distributing benefit packages to potential
exhibitors.
e.
Completing contract negotiations with exhibitors.
f.
Establishing positive relations with exhibitors (e.g.,
recognition program, feedback from exhibitors).
SUB SKILL 7.4
-
Manage additional revenue sources through research and analysis to
reach established goals and targets.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Purchasing advertising
b.
Merchandising
c.
Negotiating and setting commission rates.
d.
Determining and setting royalty rates.
DOMAIN D: FINANCIAL MANAGEMENT
SKILL 8
CMP International Standards Rev. 2017
21
Skill
8
|
Manage budget
SUB SKILL 8.1
-
Develop budget using accepted accounting principles to align with the
goals, objectives, and financial parameters of the event.
KNOWLEDGE OF:
a.
Scope of meeting or event
b.
Meeting or event objectives
c.
Type of insurance
d.
Organization’s cash flow
e.
Fluctuations in currency and taxes.
SKILL IN:
a.
Defining budget format and categories.
b.
Identifying, accessing, and interpreting data and
data sources needed for budget preparation (e.g.,
previous budgets, audits).
c.
Analyzing internal and external factors for
potential impacts on budget (e.g., new legislation,
market trends).
d.
Determining potential sources of revenue,
including grants, sponsorships, sales (e.g., ticket
sales, souvenirs), registration, advertising, and
exhibitor fees.
e.
Allocating budget amounts for meeting
or event activities (direct/indirect costs),
including programming, production, marketing,
administration, human resources (e.g., volunteers,
staff), transportation, food and beverage,
accommodations, shipping costs, insurance, taxes,
and gratuities.
f.
Establishing contingency plan and funds.
g.
Using existing chart of accounts by breaking
down into weekly or monthly budgets or detailing
projected cash flow.
h.
Specifying fixed and variable costs.
i.
Complying with budget control guidelines (e.g.,
payment policies and procedures), cost controls,
and deposit policies and procedures for cash,
credit cards, and payments.
j.
Scheduling regular budget reviews.
k.
Submitting budget for approval, if necessary, to
senior management, partners, or organization,
and revising budget as required.
l.
Communicating budget decisions to those affected.
SUB SKILL 8.2
-
Establish pricing (e.g., registration, sponsorships, exhibits) based on
market analysis to meet financial targets and goals.
KNOWLEDGE OF:
a.
Profit requirements and desired profit margin
b.
Cost of sales
c.
Customer profiles
d.
Annual consumer price index trends
e.
Currency and credit card procedures for
multinational meetings or events
f.
Credit card handling costs
g.
Currency fluctuations
h.
Tax structures in host location
i.
Perceived market value of products and services
SKILL IN:
a.
Collecting and analyzing information related to
current market conditions.
b.
Calculating fixed and variable costs.
c.
Establishing pricing structure (e.g., percentage
increase or cost plus, member discount rates).
CMP International Standards Rev. 2017
22
DOMAIN D: FINANCIAL MANAGEMENT
SKILL 8 - 9
SUB SKILL 8.3
-
Monitor and revise budget using established audit procedures to identify
potential adjustments.
KNOWLEDGE OF:
a.
Reporting and audit procedures
b.
Performance indicators
SKILL IN:
a.
Adhering to budget control guidelines and
responding to variances.
b.
Monitoring revenues and expenses within
established time frames.
c.
Comparing budgeted amounts to actual amounts.
d.
Identifying variances between budgeted and actual
figures, including: determining cause(s), identifying
impacts, and responding accordingly (e.g., revising
activities, reallocating funds, communicating
information and decisions to those affected).
e.
Defining opportunities for improved budget
performance: proactively researching new
suppliers and revenue streams, discussing
desired budgetary outcomes with colleagues,
and presenting recommendations to appropriate
individuals or departments.
f.
Obtaining approval for amended budget.
g.
Pursuing ideas for increasing income or reducing
expenditures.
h.
Communicating budget performance to key
personnel.
i.
Completing financial reports and delivering to
stakeholders.
Skill 9
|
Manage Monetary Transactions
SUB SKILL 9.1
-
Establish monetary transactions procedures to comply with event or
organization financial guidelines.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Communicating policies and procedures to staff
and volunteers.
b.
Coordinating monetary transactions, including:
setting up central cash office, establishing
record-keeping systems (e.g., receipts), setting
up cash collection and deposit systems,
arranging for security and audit systems,
processing credit cards.
SUB SKILL 9.2
-
Manage monetary transactions process to confirm compliance with event
or organization financial guidelines.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Reviewing security procedures
b.
Monitoring revenues and expenses
c.
Monitoring cash handling procedures
d.
Monitoring audit documentation
e.
Revising procedures as needed
CMP International Standards Rev. 2017
23
4
DOMAIN E: HUMAN RESOURCES
The event professional’s role has expanded and now includes aspects of
4
OF EXAM
human resource management. This may involve recruiting and training staff
and volunteers, as well as managing workforce relations. This domain includes
managing major human resource functions such as developing selection
criteria, selecting candidates, offering positions, providing orientation and
training, supervising staff and volunteers and managing teams.
Skill 10
|
Recruit Staff and Volunteers
SUB SKILL 10.1
-
Assess staffing needs by reviewing program activities to determine
requirements and selection criteria.
KNOWLEDGE OF:
a.
Local employment conditions
b.
Local labor laws
c.
Skill sets required for specific positions
d.
Local terms and conditions applied to volunteers,
where applicable
SKILL IN:
a.
Seeking input from current staff about duties
and responsibilities.
a.
Reviewing documentation
(e.g., organizational chart).
b.
Documenting job requirements, (e.g., job title,
summary of duties, required qualifications and
skill sets, level of responsibility, authority and
accountability, wages and/or benefits, days/hours
of work or time commitment required, grooming and
dress codes, option for job to be conducted outside
of office or virtually”).
SUB SKILL 10.2
-
Develop a staff and volunteer recruitment plan to fulfill requirements.
KNOWLEDGE OF:
a.
Costs associated with recruitment
b.
Budget restrictions
c.
Sources for staff and volunteers
d.
Background checks
SKILL IN:
a.
Determining best methods for recruiting target
group (e.g., promoting opportunities through local
media, promoting within organization, seeking
referrals through networking, participating in
work education programs, reviewing applications,
contacting or hiring employment agency).
b.
Ensuring that process is fair, consistent, and
effective.
c.
Ensuring that recruitment information is clear
and accurate.
Exam Questions in Domain E . . . . . . .
6
Questions in Skill 10 . . . . . . . . . . .
2 - 4
CMP International Standards Rev. 2017
24
DOMAIN E: HUMAN RESOURCES
SKILL
11
Skill
11
|
Train Staff and Volunteers
SUB SKILL
11.1
-
Provide orientation and training to staff and volunteers to align with
company and event goals and objectives.
KNOWLEDGE OF:
a.
Orientation and training procedures
b.
Company expectations and guidelines
SKILL IN:
a.
Providing training and orientation to staff.
b.
Communicating expectations and guidelines
to staff.
CMP International Standards Rev. 2017
25
4
DOMAIN F: STAKEHOLDER MANAGEMENT
A
ll
o
r
g
aniz
a
ti
o
n
s
aff
e
c
t
,
a
n
d
a
r
e
af
f
ec
t
ed
b
y
,
t
he
e
n
viro
nmen
t
w
it
h
i
n
which
4
OF EXAM
they operate and the people within that environment. In the case of events,
this includes various stakeholders including attendees, workers, suppliers, and
the broader community. This domain provides best practices for managing
stakeholder relationships including identifying, assessing and categorizing
internal and external stakeholders, managing stakeholder activities and
communications. The domain also includes stakeholder communication,
recognition, conflict resolution and legal considerations.
Skill 12
|
Manage Stakeholder Relationships
SUB SKILL 12.1
-
Perform stakeholder analysis to align expectations with goals
and objectives.
KNOWLEDGE OF:
a.
Mission statement, goals, and objectives of
meeting or event and organization
b.
Meeting or event details (e.g., features, critical path)
c.
Appropriate protocols and local customs (e.g.,
dress code, VIP treatment)
SKILL IN:
a.
Identifying internal and external stakeholders
(e.g., clients, officials, sponsors, participants,
providers, exhibitors).
b.
Defining stakeholder interest, issues, and priorities.
c.
Determining opportunities and challenges that
each stakeholder presents.
SUB SKILL 12.2
-
Manage stakeholder activities to meet expectations.
KNOWLEDGE OF:
a.
Applicable legislation
(e.g., liquor laws, professional codes)
b.
Appropriate protocols and local customs
(e.g., dress code, VIP treatment)
SKILL IN:
a.
Recognizing and integrating varied interests and
goals of stakeholders.
b.
Determining activities that meet the needs of
stakeholders.
c.
Acknowledging and monitoring stakeholder
concerns and capabilities.
d.
Following appropriate protocols when
communicating with stakeholders.
e.
Communicating appropriate protocols to
stakeholders.
f.
Developing schedule of activities.
g.
Establishing relationships with all stakeholders
Exam Questions in Domain F . . . . . . .
6
Questions in Skill 12 . . . . . . . . . . . . . .
6
CMP International Standards Rev. 2017
26
DOMAIN F: STAKEHOLDER MANAGEMENT
SKILL 12 CONTINUED
SUB SKILL 12.3
-
Communicate event goals and objectives to manage
stakeholder relationships.
KNOWLEDGE OF:
a.
Codes of practice and ethics including customer
and consumer rights
b.
Legal and regulatory requirements
c.
Stakeholder satisfaction survey methods
SKILL IN:
a.
Determining that staff and volunteers know
stakeholder expectations.
b.
Making sure staff know their own roles and
responsibilities for meeting stakeholder
expectations.
c.
Empowering staff and volunteers to deliver good
stakeholder service.
d.
Confirming that clear and effective conflict
resolution processes are in place.
e.
Communicating acceptable day-to-day behavior
that matches organization’s values.
f.
Recognizing contribution of staff who work with
stakeholders.
g.
Establishing system to evaluate/monitor
stakeholder satisfaction and improve service.
CMP International Standards Rev. 2017
27
34
DOMAIN G: MEETING OR EVENT DESIGN
Domain G is the largest of the nine domains and encompasses a range of skill
34
OF EXAM
areas needed to create a memorable meeting or event. It includes developing the
theme of the program, soliciting for content abstracts, engaging speakers and
performers, and setting the structure and sequence of the event. The domain
also includes the skills needed to select the event’scor, signage and technical
equipment, overseeing the staging and production of the meeting, crowd
management, housing requirements and transportation options.
Skill
13
|
Develop Program
SUB SKILL 13.1
-
Develop theme for meeting or event.
KNOWLEDGE OF:
a.
Range of creative, promotional, technical, and
operational options
b.
Key stakeholders
c.
Budget parameters
d.
Target market(s)
e.
Marketing and public relations options
f.
Destination branding and brand management
g.
Program objectives
h.
Cross-cultural elements
SKILL IN:
a.
Determining stakeholder expectations (e.g.,
researching target market(s), analyzing post-event
reports, researching attendee expectations).
b.
Generating ideas (e.g., brainstorming, networking).
c.
Conceiving a meeting or event theme that will
complement or integrate with organization’s
marketing and brand strategy.
d.
Engaging expertise (e.g., marketing firm consultant).
e.
Conceptualizing themes, including: identifying
core concepts, topics, or messages; creating
appealing images (e.g., logo); identifying means
to integrate themes into all aspects of meeting
or event; involving stakeholders (e.g., considering
requirements of sponsors, considering cultural
environment and norms); and identifying
destination attributes.
f.
Integrating branding and theme imagery into
aspects of meeting or event experiences.
SUB SKILL 13.2
-
Develop procurement strategy for the acquisition of goods and services
in accordance with the project plan.
KNOWLEDGE OF:
a.
How to conduct a cost/benefit analysis
b.
Request-for-proposal process
c.
Organizational strategies and policies
SKILL IN:
a.
Evaluating past patterns of resource use, trends,
and developments.
b.
Identifying need for supplementary products
and services, including required range (types of
services) and quantity.
c.
Researching options available to meet needs that
minimize risk.
Exam Questions in Domain G . . . . . . . .
51
Questions in Skill 13 . . . . . . . . . . .
12 - 14
CMP International Standards Rev. 2017
28
d.
Assessing costs and benefits for options
available.
e.
Selecting best options/strategies (e.g.,
purchasing or renting equipment, issuing a
request for proposals for services).
f.
Adjusting activities if products/services
are not available.
g.
Recording best options/strategies
and
financial information.
h.
Evaluating and determining best method for
securing services (e.g., housing,
accommodations,
transportation, audiovisual).
CMP International Standards Rev. 2017
29
DOMAIN G: MEETING OR EVENT DESIGN
SKILL 13 CONTINUED
SUB SKILL 13.3
-
Analyze the project plan to determine the critical path.
KNOWLEDGE OF:
a.
Tasks and phases (stages) required for meeting or
event (e.g., pre-, during, post-)
b.
Interdependence of tasks and phases (stages)
c.
Schedule development and revision
d.
Project planning and management
SKILL IN:
a.
Identifying specific, realistic, measurable, and
achievable tasks and phases required to achieve
meeting or event objectives.
b.
Setting and prioritizing goals and objectives.
c.
Determining links, dependencies, timelines, and
critical dates.
d.
Estimating durations of tasks.
e.
Assigning tasks to specific committees or
individuals.
f.
Scheduling regular review of critical path.
g.
Identifying potential risks.
h.
Managing critical paths.
SUB SKILL 13.4
-
Develop integrated communications plan to align with goals
and objectives.
KNOWLEDGE OF:
a.
Applicable legislation, regulations, customs,
and internal policies concerning communication
issues (e.g., intellectual rights, privacy, proprietary
information, cultural/political)
b.
Organizational structure
c.
Strategic plan and goals
d.
Differences (e.g., priorities, views) of respective
stakeholders (e.g., intradepartmental, project
team, external, individuals with special needs or
language differences)
e.
Marketing, public relations, and
communications plan
f.
Policies related to system security
SKILL IN:
a.
Designing meeting or event communication
plan that will complement or integrate with
organization’s communication plan, internal
organization’s plan, and external stakeholders’ plan.
b.
Establishing standardized documentation and
document design procedures.
c.
Using information retrieval systems.
d.
Creating information collection policies,
procedures, and structures.
e.
Constructing information distribution policies,
procedures, and structures (e.g., who gets the
information).
f.
Generating policies and procedures to maintain
system security and integrity (e.g., developing
privacy policy, developing accessibility policy).
g.
Setting up data reporting and monitoring systems.
h.
Establishing record-keeping and filing systems.
i.
Developing information preservation and archiving
policies and procedures.
j.
Creating plan for site communication (e.g., tools
to be used for site communication, protocols,
emergency contacts, risk management plan, on-
site logistics).
k.
Researching and selecting technology for site
communication.
l.
Analyzing and selecting different technologies for
storage (e.g., database, paper filing system).
CMP International Standards Rev. 2017
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DOMAIN G: MEETING OR EVENT DESIGN
SKILL 13 CONTINUED
SUB SKILL 13.5
-
Develop evaluation procedures.
KNOWLEDGE OF:
a.
Evaluation processes and procedures
b.
Basic accounting principles that are global
in nature
c.
How to set measurable objectives
d.
Meeting-or-event-related elements or activities
that may be evaluated/audited before, during,
and after meeting or event
e.
Stakeholder requirements
SKILL IN:
a.
Defining purpose of evaluation.
b.
Identifying areas to be evaluated (e.g., mission,
goals, program, sponsorship program,
attendance, finances).
c.
Determining critical success factors for meeting or
event (e.g., benchmarks).
d.
Identifying evaluation/audit procedures, including:
determining who will conduct evaluation/audit and
identifying information required for evaluation (e.g.,
plans, budgets, variance reports, progress reports).
e.
Selecting date(s) for implement
f.
Establishing reporting process.
SUB SKILL 13.6
-
Identify program components using a variety of data to determine that
the program is inclusive.
KNOWLEDGE OF:
a.
Potential program components (e.g., activities,
food and beverages, décor and design,
educational sessions, speakers)
b.
Structure and sequence of program components
c.
Sources of human, physical, and financial resources
d.
Meeting or event objectives
e.
Attendee profile
f.
Previous program evaluation results/reports
SKILL IN:
a.
Analyzing previous year’s program and evaluation
report, if applicable.
b.
Incorporating meeting or event objectives, and
education and learning principles.
c.
Researching new ideas, including: reviewing
programs of other similar meetings or events,
surveying target market(s), determining attendee
expectations (e.g., conducting brainstorming and
other idea-generating exercises), and identifying
opportunities for innovation.
d.
Identifying desired program components (e.g.,
speakers, entertainment, attractions, activities,
ancillary programs).
e.
Determining that desired components meet legal
and regulatory requirements.
f.
Generating cost estimates and discussing details
with stakeholders and colleagues.
g.
Gaining stakeholder support for program
components..
DOMAIN G: MEETING OR EVENT DESIGN
SKILL 13 CONTINUED
CMP International Standards Rev. 2017
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SUB SKILL 13.7
-
Define program content and delivery methods aligned with meeting
goals and objectives in support of the strategic plan.
KNOWLEDGE OF:
a.
Education and learning principles
b.
Theme of meeting or event
c.
Projected attendance
d.
Legal requirements
e.
Participation patterns
f.
Contract requirements
g.
Time frame, meeting, or event critical path
h.
Site design
i.
Communication plan
SKILL IN:
a.
Identifying options, (e.g., sending out requests
for proposals/bids, contacting agents and
speakers’ bureaus, identifying key personnel),
communicating meeting or event needs with
speakers and entertainers.
b.
Matching program format and outcomes to
stakeholder objectives.
c.
Selecting options that meet needs and constraints
(e.g., legal, site, budget, educational goals).
d.
Aligning program components and marketing
strategies to meeting or event objectives.
e.
Securing program components: approving
conditions/expectations/deliverables, agreeing
on provision of program component requirements
(e.g., technical needs).
f.
Determining requirements for each program
component (e.g., production times, location,
personnel, setup requirements).
g.
Presenting program content and delivery formats
to stakeholders for input and approval, as
necessary.
h.
Allocating required resources.
i.
Identifying contiguous and concurrent program
components.
j.
Implementing protocols for ceremonial/religious/
political components.
k.
Incorporating marketing activity requirements
(e.g., contest winners, competitions,
announcements).
l.
Compiling program agenda.
m.
Assigning roles to staff and volunteers within their
skill sets.
n.
Developing contingency plan for program
components.
o.
Creating required documents, including script,
detailed agenda, and production schedule.
SUB SKILL 13.8
-
Analyze the event outcomes according to predefined metrics to measure
achievement of goals and objectives.
KNOWLEDGE OF:
a.
Return on investment (ROI)
b.
Return on objective (ROO)
c.
Approaches to evaluation
SKILL IN:
a.
Conducting ongoing measurement of the event
against the objectives.
b.
Developing benchmarks.
c.
Creating tools for measuring success
(e.g., surveys).
DOMAIN G: MEETING OR EVENT DESIGN
SKILL 14
Questions in Skill 14 . . . . . . . . . .
5 - 7
CMP International Standards Rev. 2017
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Skill 14
|
Engage Speakers and Performers
SUB SKILL 14.1
-
Determine meeting or event requirements for speakers and performers
using the event design to align with meeting or event goals and objectives.
KNOWLEDGE OF:
a.
Times, locations, or activities that require speakers
and performers
b.
Requirements for performers
c.
Types of available speakers and performers (e.g.,
musicians, presenters)
SKILL IN:
a.
Identifying types of speakers or performers to
meet goals and objectives.
b.
Selecting speakers and performers (e.g., using
speaker bureaus, agents, directories).
SUB SKILL 14.2
-
Define strategies and criteria for speaker and performer selection
referencing the goals or objectives to fulfill the program requirements.
KNOWLEDGE OF:
a.
Audience demographics, political environment,
and culture
b.
Type of program required
c.
Proposed time, duration, and location
SKILL IN:
a.
Seeking input on selection criteria.
SUB SKILL 14.3
-
Choose speakers or performers using selection criteria to achieve
meeting or event objectives.
KNOWLEDGE OF:
a.
Meeting and event objectives
SKILL IN:
a.
Researching candidates’ performance
(e.g., live selection or recorded).
b.
Recording comments and ratings based on
selection criteria.
c.
Selecting performers or speakers.
SUB SKILL 14.4
-
Secure speaker and performer contracts and communicate expectations
aligned to event design to achieve meeting or event objectives.
KNOWLEDGE OF:
a.
Principles of negotiation
b.
Components of legal contracts
c.
Meeting or event requirements
SKILL IN:
a.
Negotiating contracts.
b.
Monitoring contracts to determine that obligations
are fulfilled.
c.
Conducting ongoing communication with speakers
DOMAIN G: MEETING OR EVENT DESIGN
SKILL 14
Questions in Skill 14 . . . . . . . . . .
5 - 7
CMP International Standards Rev. 2017
32
and performers, including expectations of both
parties, attendee expectations, goals of meeting,
logistics, attendee profile, performance limitations
(e.g., dress code), and cultural information.
d.
Integrating contractual obligations into meeting
or event’s critical path.
e.
Following up on issues (e.g., agreeing on action
to rectify non-compliance, dealing with
breaches of contract within acceptable time
frame).
f.
Evaluating performer or speaker performances
to identify strengths and weaknesses.
CMP International Standards Rev. 2017
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DOMAIN G: MEETING OR EVENT DESIGN
SKILL 15
Skill 15
|
Coordinate Food and Beverage Services
SUB SKILL
15.1
-
Identify needs and establish guidelines for food and beverage services to
meet meeting budget and objectives.
KNOWLEDGE OF:
a.
Operational constraints due to venue, site, or
climatic conditions
b.
Dietary preferences, restrictions and cultural
protocols
c.
Principles and legal requirements of food safety
d.
Attendee profiles
e.
Program schedule
SKILL IN:
a.
Identifying considerations (e.g., theme, sponsors,
licensing requirements, attendee profiles, trends).
b.
Developing guidelines for acquiring products
and services (e.g., tendering, direct purchase),
establishing controls (e.g., quality, security), and
establishing methods of distribution (e.g., paid or
complimentary).
c.
Complying with applicable jurisdictions (e.g., liquor,
public health).
d.
Confirming date, time, and location of food and
beverage services.
e.
Performing quantity calculations.
f.
Determining supplies and equipment required
(e.g., dishes, cutlery, glasses, tables, table linens,
ice, tickets).
g.
Arranging for equipment to be set up and
operational; supplies to be delivered and available;
delivery; storage; returns and recycling of bottles;
security for cash, alcohol, and tickets; and staff
training in responsible beverage service.
h.
Scheduling staff (e.g., determining number
of staff required, identifying tasks to be completed
post schedule).
SUB SKILL 15.2
-
Select food and beverage service provider(s) and menu(s) following
event design and within budget.
KNOWLEDGE OF:
a.
Attendee profile
b.
Current food and beverage trends
c.
Event history (e.g., past selections)
d.
Venue and location
SKILL IN:
a.
Determining food and beverage requirements,
including menu, arrangements to meet dietary
needs or concerns, number of people, cancellation
policy, margin for adjustment (e.g., gratuity), and
minimum guarantee.
b.
Identifying requirements for refreshment and
beverage services, including supplies (e.g., alcohol,
mixes, condiments, glassware, ice) and type of bar
service (e.g., cash or host).
c.
Addressing storage (e.g., refrigeration) space
requirements.
d.
Setting menus, including consulting with key
stakeholders or sponsor, incorporating nutritional
requirements, accommodating dietary restrictions,
and addressing cost considerations.
e.
Ensuring that serving staff are knowledgeable
about menu and ingredients.
CMP International Standards Rev. 2017
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DOMAIN G: MEETING OR EVENT DESIGN
SKILL 15
-
16
SUB SKILL 15.3
-
Use relevant rules and regulations to manage alcohol service to comply
with legal, organizational, and event policies.
KNOWLEDGE OF:
a.
Training programs
SKILL IN:
a.
Addressing liabilities and insurance requirements.
b.
Identifying type of alcohol service
(e.g., cash bar, host bar).
c.
Ensuring that staff are trained in responsible
beverage service.
d.
Monitoring alcohol service.
e.
Complying with applicable jurisdictions.
Skill 16
|
Design Environment
SUB SKILL 16.1
-
Determine event design and theme requirements based on stated
objectives that meet attendee and organizational expectations.
KNOWLEDGE OF:
a.
Attendee profile
b.
Design concepts of meetings or events
(e.g., learning formats, ergonomics)
c.
Current trends
SKILL IN:
a.
Enhancing attractiveness and functionality of
meeting or event.
b.
Incorporating movement, methodology, and
message into design concept.
c.
Creating an environment to enhance performance,
encourage desired behavior and learning, and
fulfill stakeholder contract obligations (e.g., meet
organization’s brand requirements).
d.
Integrating theme, branding, and ambiance into
meeting or event environment.
e.
Identifying needs (e.g., registration area, meeting
rooms, exposition, storage, accessibility).
f.
Complying with applicable jurisdictions (e.g.,
balloon releases, fireworks, lasers, capacity).
SUB SKILL 16.2
-
Select décor based on event design to support the requirements of the
meeting or event.
KNOWLEDGE OF:
a.
Décor elements for functional/experiential contexts
b.
Props, scenery, and decorations
c.
Design trends
d.
Theme, budget, and objectives of meeting or event
e.
Safety and security of attendees
SKILL IN:
a.
Reviewing theme, budget, and objectives of
meeting or event.
b.
Identifying assets and limitations of site.
c.
Determining desired atmosphere for meeting
or event.
CMP International Standards Rev. 2017
35
DOMAIN G: MEETING OR EVENT DESIGN
SKILL 15
-
16
d.
Designing elements of décor plan including
meeting or event theme and images,
incorporating signage obligations (e.g., as
defined in contract requirements),
incorporating audiovisual or technical elements
as appropriate, and complying with legislation
(e.g., fire-retardant materials).
e.
Submitting draft plan for approval as necessary
to appropriate parties (e.g., board of directors,
clients, fire marshal, stakeholders, levels of
government).
f.
Communicating plan to appropriate parties (e.g.,
site manager, meeting or event coordinator and
staff).
g.
Researching and securing décor
and
furnishing suppliers.
CMP International Standards Rev. 2017
36
DOMAIN G: MEETING OR EVENT DESIGN
SKILL 16
-
17
SUB SKILL 16.3
-
Coordinate meeting or event signage by following the marketing plan to
meet the requirements of the meeting or event.
KNOWLEDGE OF:
a.
Types of signage (e.g., digital, human, printed,
sustainable)
b.
Special accommodations signage (e.g., braille)
c.
People and vehicular traffic patterns and traffic
flow design
d.
Signage restrictions
SKILL IN:
a.
Identifying signage requirements for meeting or
event (e.g., language).
b.
Developing signage that provides information
and identification.
c.
Selecting signage that enhances desired and/or
required traffic flow.
d.
Researching and selecting appropriate suppliers.
e.
Coordinating installation and placement of
signage at meeting or event.
f.
Evaluating effectiveness of signage placement
and attendee experience.
Skill 17
|
Manage Audiovisual and Technical Production
SUB SKILL
17.1
-
Identify staging and technical equipment requirements using event
design to support meeting or event objectives.
KNOWLEDGE OF:
a.
Site limitations and restrictions (e.g., organized
labor, low ceilings, pillars)
b.
Program objectives
c.
Audiovisual and production fundamentals
d.
Special requirements (e.g., hearing impairment,
vision impairment, allergies) of attendees,
speakers, and performers
e.
Current trends and technologies
SKILL IN:
a.
Reviewing program elements.
b.
Determining staging and set requirements (e.g.,
size, height, surface, capacity).
c.
Identifying equipment needs (e.g., lighting, sound,
audiovisual, infrastructure, safety equipment,
special effects, Internet access).
d.
Securing permits or approvals for staging and
equipment.
e.
Specifying spatial needs and temporal and
infrastructure requirements and restrictions.
CMP International Standards Rev. 2017
37
DOMAIN G: MEETING OR EVENT DESIGN
SKILL 17 Continued
SUB SKILL 17.2
-
Acquire staging and technical equipment based on defined requirements
to support the event design.
KNOWLEDGE OF:
a.
Staging and technical equipment specifications
b.
Types of suppliers and contractors
c.
Technical terminology
SKILL IN:
a.
Coordinating specifications (e.g., detailing precise
requirements for staging and equipment to
be acquired, using proper product and service
terminology).
b.
Researching suppliers and contractors (e.g.,
obtaining quotes as necessary, negotiating and
obtaining staging and equipment).
SUB SKILL 17.3
-
Install staging and technical equipment based on defined requirements
to support the event design.
KNOWLEDGE OF:
a.
Staging and equipment specifications
b.
Contingency planning
SKILL IN:
a.
Coordinating logistics of installing staging and
equipment within meeting or event site (e.g., timing
of arrival and delivery, placement).
b.
Addressing safety issues or concerns (e.g.,
electrical cords, railings).
c.
Determining availability of installation equipment,
machinery, tools, and other assistive devices.
d.
Hiring skilled installation professionals as required
(e.g., stagehands, riggers, electricians).
e.
Monitoring installation to identify necessary
adjustments.
f.
Conducting stage area walkthrough with
appropriate personnel (e.g., technician, stage
manager) to determine that requirements
have been met regarding stage, lighting and
audiovisual, special effects, stage security and
safety, storage areas, and Internet access.
SUB SKILL 17.4
-
Oversee technical production and operation based on defined
requirements to support the event design.
KNOWLEDGE OF:
a.
Stage management
b.
Team leading and delegating
c.
Safety and integrity of staging and equipment
(e.g., access to power, weight load restrictions)
d.
Location from which technicians will operate (e.g.,
booth, table, area, trailer)
SKILL IN:
a.
Coordinating with technical director and
equipment operators.
b.
Communicating roles, responsibilities, restrictions,
and timelines with technical personnel.
c.
Providing sufficient time and access for
performer and technical rehearsals and
equipment checks, including evaluation of all
elements of program (e.g., program content,
entertainers, sound, special effects, Internet)
and adjustment of timing and sequencing.
d.
Monitoring technical operations during meeting
or event.
e.
Managing disruption to performance or program.
CMP International Standards Rev. 2017
38
DOMAIN G: MEETING OR EVENT DESIGN
SKILL 18
Skill 18
|
Develop Plan for Managing Movement of Attendees
SUB SKILL 18.1
-
Develop admittance management plan to control protocols
and efficiency.
KNOWLEDGE OF:
a.
Admission and access control methods
b.
Registration process (e.g., ticketing systems)
c.
Crowd management techniques
SKILL IN:
a.
Analyzing needs and requirements (e.g., capacity,
criteria of access, restrictions).
b.
Selecting admittance systems to be used (e.g.,
registration procedures, tickets, name tags, photo
identification, wristbands).
c.
Selecting technology to support admission
systems.
d.
Consulting with specialists (e.g., local police,
security companies).
e.
Drafting plan for admittance, including criteria,
levels/categories (e.g., general admission, VIPs),
methods, security, requirements for other on-site
admission, communication policy, and special
needs of attendees.
SUB SKILL 18.2
-
Develop a plan for effective crowd management.
KNOWLEDGE OF:
a.
Communication plan
b.
Accessibility
c.
Sources of specialist assistance in relation to
crowd control (e.g., security companies, police)
SKILL IN:
a.
Developing crowd management strategies
for traffic flow (e.g., circulation, congregation),
conditions exceeding thresholds (e.g., regulatory
capacity levels), attendee behavior, and restrictions.
b.
Determining appropriate entry and exit locations
while considering admittance credentials,
seating systems, safety, traffic flow, and queue
management.
c.
Ensuring that space, facilities, and services are
adequate for attendees.
d.
Verifying that appropriate signage is used.
e.
Communicating policies and expectations
regarding attendee behavior and restrictions.
f.
Using systems and personnel to manage and
monitor crowd conditions and behavior (e.g.,
having systems in place to respond to situations
that exceed pre-established thresholds).
g.
Obtaining services and equipment (e.g., ushers,
security, signs, barricades, technology).
h.
Securing approval of authorities
(e.g., fire marshals).
i.
Making sure that specific risk management issues
associated with crowds are in place.
CMP International Standards Rev. 2017
39
DOMAIN G: MEETING OR EVENT DESIGN
SKILL 18
SUB SKILL 18.3
-
Coordinate housing requirements and define policies in line with
organizational standards.
KNOWLEDGE OF:
a.
Types of accommodations
b.
Reservation procedures and policies
c.
Cancellation policies
d.
Attrition
e.
Deposit requirements
f.
Payment procedures
g.
Room blocks and rates
h.
Corporate travel policies
SKILL IN:
a.
Coordinating accommodations (e.g., informing
participants of reservation process) and
responsibility (e.g., housing bureau, self-booking).
b.
Determining and managing room blocks.
c.
Determining accessibility requirements.
SUB SKILL 18.4
-
Coordinate transportation requirements and define policies in line with
organizational standards.
KNOWLEDGE OF:
a.
Types of transportation available
b.
Reservation procedures and policies
c.
Cancellation policies
d.
Deposit requirements
e.
Payment procedures
f.
Organization and corporate travel policies
SKILL IN:
a.
Organizing transportation.
b.
Analyzing needs and options (e.g., airlines, taxis,
charter buses), negotiating and contracting
suppliers, ensuring accessibility.
c.
Informing participants of reservation process and
responsibility (e.g., deadlines, rates, self-booking).
SUB SKILL 18.5
-
Follow established protocol guidelines by adhering to organizational and
situational requirements.
KNOWLEDGE OF:
a.
Protocol resources (e.g., foreign affairs, diplomatic
missions, United Nations, protocol officer)
b.
Titles and salutations (e.g., King, Queen, Prince,
Princess, Honorable, Right Honorable, Excellency)
c.
Styles of address
d.
Religious, cultural, and ritual requirements
e.
Regulatory issues (e.g., immigration, traffic laws)
SKILL IN:
a.
Determining protocol requirements (e.g.,
invitations, reception room, seating arrangements,
introductions, transportation, accommodations,
security, national anthems, business cards).
b.
Securing appropriate personnel (e.g., to conduct
ceremonies, to accompany VIPs).
c.
Arranging for ceremonial equipment (e.g., flags).
CMP International Standards Rev. 2017
38
14
DOMAIN H: SITE MANAGEMENT
The Site Management Domain covers all of the details that the event manager
14
OF EXAM
must supervise at the venue, area, location, property or specific facility to
be used for an event. It includes site selection, designing the events layout,
managing the event on-site and event communication. This domain also includes
venue accessibility considerations, conducting site inspections and layout
considerations as well as developing plans for venue set-up and dismantling and
shipping of event materials to and from the site and across borders. Finally, this
domain covers establishing an on-site communications framework as well as
communication equipment, procedures and protocols.
Skill 19
|
Select Site
SUB SKILL 19.1
-
Complete needs assessment using event design to determine
site specifications.
KNOWLEDGE OF:
a.
Target market(s)
b.
Accessibility needs of special populations (e.g.,
VIPs, individuals operating motorized vehicles)
c.
Purpose of event or meeting
SKILL IN:
a.
Reviewing nature, scope, complexity, and fiscal
requirements of meeting or event (e.g., budget,
profile and image, facilities licensing, season,
anticipated attendance, flexibility, accessibility
security and safety needs).
b.
Determining desired or required geographic
location and type of facility for meeting or event.
c.
Defining spatial needs, proximity, and housing
patterns and accessibility requirements for site.
d.
Identifying dates and durations of site occupancy.
e.
Developing site selection criteria.
SUB SKILL 19.2
-
Identify and inspect sites based on event design and according to
selection criteria.
KNOWLEDGE OF:
a.
Site infrastructure
b.
Risk management factors
c.
Budgetary restrictions
SKILL IN:
a.
Researching potential sites (e.g., reviewing sites of
similar types and scopes of meeting or events) and
researching competing events.
b.
Conducting site inspection, including investigating
and evaluating site (e.g., using site checklist,
verifying viability of facilities and services,
determining availability of services).
c.
Prioritizing selection criteria.
d.
Evaluating possible sites, including evaluating
location based on proximity to hotels, availability
of parking in area, and accessibility (e.g., public
transportation, air lift) and rating sites based
on dates, rates, space, guest rooms, and other
capabilities or constraints.
e.
Identifying best site and communicating
information to colleagues and key stakeholders to
secure approval.
f.
Reserving and confirming site (e.g., negotiating
and contracting facility, outlining responsibilities).
g.
Maintaining and developing effective working
relationship with venue personnel.
Exam Questions in Domain H . . . . . . .
21
Questions in Skill 19 . . . . . . . . . . .
6 - 7
CMP International Standards Rev. 2017
39
DOMAIN H: SITE MANAGEMENT
SKILL 20
-
21
Skill
20
|
Design Site Layout
SUB SKILL 20.1
-
Develop site maps and floorplans according to event design and
requirements to achieve event goals and objectives.
KNOWLEDGE OF:
a.
Adult learning principles
b.
Meeting or event profile, features, budget, and
program
c.
Meeting or event concept and theme
d.
Budgetary implications
e.
Applicable jurisdictions (e.g., access, fire codes)
SKILL IN:
a.
Determining needs for space, structures (e.g.,
fixed and temporary), adult learning needs,
utilities (e.g., power, water, sewage, gas), parking,
communications, areas for first aid and lost
children, emergency access, legal requirements
(e.g., fire regulations), signage, translation or
interpretation needs, and accessibility.
b.
Confirming location of structures and facilities
within site.
c.
Drafting site plan, recognizing: structures (e.g.,
existing permanent and temporary), facilities,
services, exhibit space, meeting or event program,
attractions, human and vehicular traffic flow,
environmental implications, best use of resources,
security, and meeting service areas (e.g.,
registration, bookstore).
d.
Establishing space assignments and setup
configurations: obtaining expert advice on
configuration when needed, building in flexibility
to allow for adjustments, detailing placement
and configuration (e.g., orientation of temporary
structure openings), and implementing accurate
scale diagrams.
e.
Inspecting site and reviewing site plan for
accessibility, washrooms, obstructions, capacity
limits, loading dock or loading entrance, special
needs parking, vehicle road access, and utilities.
f.
Adjusting and communicating changes to site plan.
Skill
21
|
Manage Meeting or Event Site
SUB SKILL 21.1
-
Create logistics plan for site setup, operation, and takedown using event
design to achieve goals and objectives.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Confirming access to site (e.g., specific date
and time).
b.
Preparing detailed production schedule, including
floor plans, timing, room setups, personnel
required, roles and responsibilities, exhibit setup,
and security (e.g., badge checkers, personnel).
c.
Making arrangements for shipping/receiving
and storage.
d.
Determining that human resources are available
for setup and takedown.
e.
Defining and implementing site move-in and
move-out requirements and restoration including
key contact points.
f.
Communicating plan to appropriate individuals.
g.
Integrating plan with other aspects of meeting
or event.
DOMAIN H: SITE MANAGEMENT
SKILL 21 Continued
CMP International Standards Rev. 2017
40
SUB SKILL 21.2
-
Implement logistics plan during site setup to meet event design
and requirements.
KNOWLEDGE OF:
a.
Contractual obligations with suppliers
b.
Delivery schedules
c.
Health, safety, security, and environmental
considerations
SKILL IN:
a.
Confirming access to site.
b.
Communicating production schedule and
responsibilities to appropriate individuals (e.g.,
staff, suppliers).
c.
Determining that personnel are familiar with
equipment being used.
d.
Following up to determine that progress is being
made according to production schedule (e.g.,
arrival of services, deliveries and equipment,
arrival of related groups, technical rehearsal time
and performer/participant orientation, special
facilities including dressing rooms, guest rooms/
lounges, equipment rooms, and staff office).
e.
Ensuring that equipment is checked and
operational.
f.
Determining and coordinating inbound inventory.
g.
Adapting plan to changing circumstances (e.g.,
briefing all personnel involved).
SUB SKILL 21.3
-
Implement logistics plan during event to meet event design
and requirements.
KNOWLEDGE OF:
a.
Typical systems, procedures, and logistics for on-
site management
b.
Contractual obligations
SKILL IN:
a.
Monitoring meeting or event operation through
observation and appropriate communication and
control mechanisms.
b.
Identifying, analyzing, and implementing response
plans to operational problems or need for
additional services as issues arise.
c.
Monitoring and determining effective delivery of
services through ongoing communication with
contractors.
SUB SKILL 21.4
-
Implement logistics plan during dismantle to meet event design
and requirements.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Communicating production schedule and
responsibilities to appropriate individuals (e.g.,
staff, suppliers).
b.
Returning site to condition specified in contract/
agreement (e.g., determining that equipment is
checked and operational, confirming that suppliers
have removed their items from site, removing
hazards caused by installation of temporary
structures, removing waste and decorations,
considering recycling options).
c.
Debriefing personnel and identifying relevant
points for meeting or event evaluation.
d.
Completing all relevant documents and records
according to organization’s procedures.
DOMAIN H: SITE MANAGEMENT
SKILL 22
CMP International Standards Rev. 2017
41
Skill 22
|
Manage On-site Communications
SUB SKILL 22.1
-
Define on-site communications plan aligned with marketing plan to
meet event goals and objectives.
KNOWLEDGE OF:
a.
Communication models and processes
SKILL IN:
a.
Defining communication needs of meeting or
event (e.g., individuals, meeting or event features).
b.
Identifying types of messages to be communicated
to internal and external public and personnel (e.g.,
announcements, updates, results, changes) and
outlining content and style of messages to be
communicated, including terminology and language.
c.
Developing communication resources including
verification documentation (e.g., specifications
guidebook, production book) and contact lists (e.g.,
attendees, staff, suppliers, emergency services).
d.
Setting up communication channels that facilitate
flow and scope of communication needs.
SUB SKILL 22.2
-
Determine and secure required communication equipment and
resources to meet event requirements.
KNOWLEDGE OF:
a.
Communication equipment and resources
SKILL IN:
a.
Analyzing needs while considering type and size
of venue and users (e.g., staff and volunteers,
emergency personnel).
b.
Developing guidelines for users (e.g., frequencies,
usage) and issuing and maintaining equipment.
c.
Obtaining equipment and services (e.g., cellular
telephones or mobile devices, two-way radios,
pagers, PA system, web-based technology, tablets).
d.
Integrating technology from all parts of meeting
or event into communication plan (e.g., technical
production, signage).
SUB SKILL 22.3
-
Specify communication procedures and protocols for each audience
based on the event requirements.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Specifying techniques for internal and external
communications (e.g., written, audio, visual, and
electronic).
b.
Identifying types of messages to be communicated.
c.
Coordinating briefing and debriefing meetings.
d.
Establish the protocols and monitoring
communications (e.g., radio discipline).
e.
Creating a plan and team for crisis or emergency
situations (e.g., equipment failure).
f.
Training staff in use of equipment, locations of
services, and protocol (e.g., what is appropriate to
relay by radio).
CMP International Standards Rev. 2017
42
12
DOMAIN I: MARKETING
This domain outlines the skills required to promote an event. The domain
12
OF EXAM
includes steps for developing and implementing a marketing plan, including
conducting a situational analysis, defining target market segments and
selecting marketing distribution channels. Also covered in this domain are
best practices for managing marketing materials and event merchandise
and steps for promoting an event. Finally, this domain also includes public
relations activities and managing meeting-related sales activities.
Skill 23
|
Develop Marketing Plan
SUB SKILL 23.1
-
Conduct a situational analysis using historical and current data to
develop the marketing plan to meet goals and objectives.
KNOWLEDGE OF:
a.
Data collection and analyzing techniques
b.
Marketing models and concepts such as
“marketing mix”
c.
Mission statement, goals, and objectives
SKILL IN:
a.
Reviewing historical data (e.g., surveys,
evaluations, budget).
b.
Evaluating meeting or event features (e.g.,
location, service, merchandise, resources,
promotion, price, image).
c.
Assessing target market(s).
d.
Defining attendee/participant needs and
expectations.
e.
Analyzing community infrastructure and resources.
f.
Researching new marketing techniques and
platforms available.
g.
Identifying opportunities to expand into new
markets.
h.
Determining legal and regulatory restrictions that
may affect meeting or event.
i.
Summarizing results of situational analysis,
including making recommendations and
conclusions while considering budget and
resources.
SUB SKILL 23.2
-
Identify target market segments using the situational analysis to
determine key features, products, and services.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Developing profiles of potential meeting or event
attendees/participants/exhibitors/sponsors (e.g.,
using demographics and psychographics).
b.
Matching target segment profile to features,
products, and services.
c.
Defining geographic reach of meeting or event.
Exam Questions in Domain I . . . . . . .
18
Questions in Skill 23 . . . . . . . . . . .
2 - 4
CMP International Standards Rev. 2017
43
DOMAIN I: MARKETING
SKILL 23 - 24
SUB SKILL 23.3
-
Select marketing distribution channels using the situational analysis
that aligns with the marketing plan.
KNOWLEDGE OF:
a.
Different types of marketing platforms (e.g., social
media, advertising, email campaigns)
SKILL IN:
a.
Analyzing available distribution channels for
market penetration.
b.
Matching messages to target market(s) using best
approach.
c.
Selecting most effective distribution channels that
provide best return on investment.
SUB SKILL 23.4
-
Implement marketing plan to reach targeted segments to support the
goals and objectives of the meeting or event.
KNOWLEDGE OF:
a.
Available marketing platforms (e.g., social media,
advertising, email campaigns).
b.
Target market preferences
SKILL IN:
a.
Communicating goals and objectives of plan.
b.
Coordinating and monitoring marketing activities
with other aspects of meeting or event production.
c.
Adjusting marketing plan and communicating
changes to stakeholders.
d.
Developing evaluation of marketing activities.
e.
Maintaining consistency with brand and message
with mission statement, goals, and objectives.
Skill 24
|
Create and Manage Marketing Materials
SUB SKILL 24.1
-
Determine marketing materials that meet target market needs and
support the goals and objectives.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Determining marketing collateral needed for
marketing and meeting or event activities
(e.g., brochures, programs, tickets).
b.
Analyzing media available to meet requirements
(e.g., print, electronic).
c.
Identifying marketing message for each target
market segment.
d.
Selecting marketing platforms.
CMP International Standards Rev. 2017
44
DOMAIN I: MARKETING
SKILL 24 CONTINUED
SUB SKILL 24.2
-
Develop marketing content and design specifications based on the
marketing plan to maximize impact.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Determining style of marketing collateral for target
market (e.g., design, format).
b.
Incorporating and monitoring brand message (e.g.,
logos, slogans, positioning statements).
c.
Approving/preparing layout for printing and
production.
d.
Securing permission to use intellectual property,
copyrighted materials, and licensed materials.
SUB SKILL 24.3
-
Produce and distribute marketing materials to the target markets in
alignment with the marketing plan.
KNOWLEDGE OF:
a.
Procurement plan and processes
b.
Contact distribution lists
c.
Promotional activities schedule
d.
Potential impact of geographic location of provider
(e.g., customs, shipping)
SKILL IN:
a.
Researching providers and communicating
specifications.
b.
Determining delivery method and deadline for
each item produced (e.g., coordinating delivery
logistics).
c.
Monitoring quality and accuracy of text and
matching to specifications.
d.
Organizing and assembling materials for
distribution.
e.
Complying with information management plan for
archiving printed/imprinted materials.
CMP International Standards Rev. 2017
45
DOMAIN I: MARKETING
SKILL 25 - 26
Questions in Skill 25 . . . . . . . . . . .
1 - 3
Skill 25
|
Create and Manage Meeting or Event Merchandise
SUB SKILL 25.1
-
Determine product design and specifications using the marketing plan to
support the meeting or event objectives.
KNOWLEDGE OF:
a.
Meeting or event theme, branding, and key
messages
SKILL IN:
a.
Reviewing historical data (e.g., types of
merchandise, how and where sold, price points).
b.
Researching customer needs and interests.
c.
Assessing need to modify or discontinue existing
merchandise: identifying new or replacement
merchandise.
d.
Evaluating competition (e.g., other similar
products, price points, merchandising venues).
e.
Determining potential liabilities and legalities
associated with merchandise.
f.
Defining product design and production
specifications.
g.
Identifying new marketing approaches and
platforms.
h.
Integrating product concepts with other marketing
activities (e.g., advertising poster upgraded to
merchandise quality poster).
Skill 26
|
Promote Meeting or Event
SUB SKILL 26.1
-
Develop cross-promotional activities to expand market reach aligned
with the marketing plan in support of the goals and objectives.
KNOWLEDGE OF:
a.
Impact of meeting or event on local community
(e.g., economic benefits, social responsibilities)
SKILL IN:
a.
Assessing potential partnership opportunities with
sponsors, donors, suppliers, and other compatible
organizations.
b.
Evaluating opportunities and costs to promote
meeting or event at venues of other non-
competing meetings or events with similar target
market segments
c.
Determining resource requirements (e.g., print
materials and merchandise).
d.
Coordinating launch dates of each promotional
activity.
SUB SKILL 26.2
-
Develop promotions to create awareness through platforms to reach
goals and objectives.
KNOWLEDGE OF:
a.
Budget allocation
b.
Branding and message of meeting or event
SKILL IN:
a.
Determining type of promotion(s).
b.
Assessing liabilities and legalities.
CMP International Standards Rev. 2017
46
DOMAIN I: MARKETING
SKILL 27 - 28
Questions in Skill 27 . . . . . . . . . . . .
1 - 3
Skill 27
|
Contribute to Public Relations Activities
SUB SKILL 27.1
-
Develop, implement, and manage public relations strategy to align with
the marketing plan.
KNOWLEDGE OF:
a.
The knowledge needed for this task is incorporated
into the following skill statements.
SKILL IN:
a.
Developing and implementing communications
plans.
b.
Developing and implementing public relations
strategies .
c.
Developing and managing emergency response
and risk management plans.
Skill 28
|
Manage Meeting-Related Sales Activities
SUB SKILL 28.1
-
Reference the marketing plan and support development of the sales
plan with objectives.
KNOWLEDGE OF:
a.
Marketing plan
b.
Competitors’ sales practices
SKILL IN:
a.
Identifying legal, regulatory, and ethical
requirements for sales.
b.
Specifying revenue sources (e.g., registration fees,
advertising, products).
c.
Setting sales objectives for all meeting or event
products (e.g., reviewing historical data on
previous sales figures, identifying previous target
market segments).
d.
Defining potential target market segments.
SUB SKILL 28.2
-
Execute activities from the sales plan to meet the goals and objectives.
KNOWLEDGE OF:
a.
Procurement plan and process
SKILL IN:
a.
Integrating sales tactics with promotional and
advertising activities to encourage desired
consumer behavior.
b.
Using sales tools and tactics (e.g., qualifying
leads, conducting sales calls, delivering sales
presentations, packaging products, providing
sales incentives, providing giveaways, using
telephone sales).
c.
Closing sales, including negotiating sales details
(e.g., cost/price, shipping fees) and setting
dates for product delivery (e.g., booth setup,
merchandise delivery).
d.
Checking for unauthorized on-site or remote
sales activities.