ahead summit - from strategy to user experience - meeting design is everything - july 2017

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Dan Berger CEO Social Tables July 2017 Meeting and Event Design is Everything From Strategy to User Experience

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Page 1: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

Dan BergerCEOSocial TablesJuly 2017

Meeting and Event Design is Everything

From Strategy to User Experience

Page 2: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

● Your time is valuable. You’re free to leave any time.

● No one knows everything. Questions welcome whenever.

● Spread the knowledge. Take as many photos and share.

Interact with me and the audience...

● me on twitter = @danberger

● hashtag = #aheadsummit17

Presenter-Audience Agreement

Page 3: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

I am a participant.

I am a planner.

I am a supplier.

Page 4: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

100 employees

Raised $22.6 million

Founded in 2011

Page 5: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

Boost event sales overnight.

Sales Success Platform

Fuel demand. Attract Fortune 500

planners with the space search engine.

Grow bookings. Engage qualified

planners with interactive content marketing.

Win more.Negotiate faster with

personalized proposals.

Deliver better.Create accurate setups

that lead to repeat business.

Destination Convert Propose Diagram→→ →

Page 6: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

Free Planner Essential

● 100% accurate floorplans● 181,000 unique event spaces ● Live collaboration● 700+ custom objects● Free diagramming capability

Plan for the unplannable with collaborative event software and accurate floorplans that make it easy.

Page 7: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

4,350 customers creating

2 million events with

250 million participants

Page 8: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

I am a participant.

I am a planner.

I am a believer.

I am a supplier.

Page 9: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

We envision a world where face-to-face events achieve great things

Sample of the 40+ awards Social Tables and its leadership have received.

Page 10: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

1. Define meeting/event design and understand why it’s important to our profession.

2. Adopt a framework for meeting/event design

3. Apply new design concepts to transform experiences.

4. #BONUS: Discover trends that will directly impact meeting/event design.

@danberger | #aheadsummit17

Learning Objectives

Page 11: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

Stage Setting

Page 12: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Design tellsa story.

Page 13: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Design sends a message.

Page 14: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Design changes behavior.

Page 15: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

“If you don’t think about design,someone will think about design for you.”

Page 16: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

Defining Meeting Design

Page 17: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

● The meaning of “meeting design” is not agreed upon.

● The term “meeting design” is not widely used.

● There is a lack of popularly accepted frameworks and tools.

● The term is constraining. What about the whole experience?

The Problem with Meeting Design

Source: MPI report on Meeting Design, 2013

Page 18: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Experience Design is Everything and Everywhere

● The design of the organization’s overall event strategy.

● The design of your meeting’s theme.

● The design of the experience.

● The design of the program.

● The design of each breakout room.

● The design of each tabletop.

Page 19: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

“The purposeful shaping of both the form and the content of a meeting to deliver on crucial business objectives.”

Source: MPI report on Meeting Design, 2013

Page 20: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Manage

Comm.

Plan

Source

Strategize

Data

Mission

Project Management

SchedulingTransportation Housing

Surveys

Badges, Check-in, etc

Marketing

Design

Reg Social

Reports

Measure

Logistics

The Meeting Planning Process Pyramid

(c) Social Tables, 2014-2016

Site Selection

Design

Page 21: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

The Opportunity of Design in Meetings

“[Design presents] one of the few

opportunities to enable meeting

professionals to do more with less...

to reduce costs and increase value.”

Source: MPI report on Meeting Design, 2013

Page 22: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

The Urgency for Design in Meetings

Automation Outsourcing Expectations Competition

Page 23: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

“The meetings manager is now far more than an event planner. She now plays a strategic role in the livelihood of the organization, bolstering its current conferences and other events while finding ways to innovate future ones.

Say hello to the new strategic meetings manager.” business event strategist.

Page 24: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

The Framework

Page 25: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17 Inte

ntio

nal M

eeti

ng D

esig

n1. Identify the stakeholder you’d

like to improve the experience for.

Note: It can’t be everyone.2. Identify the objective they’d like

to achieve.

Note: Every stakeholder group has a different objective.

3. Create a design intervention.

4. Simulate your intervention.

Page 26: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

The Tools

Page 27: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17 Inte

ntio

nal M

eeti

ng D

esig

n1. Identify the stakeholder you’d like to

improve the experience for.

Note: It can’t be everyone.

Page 28: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

1. Identify your stakeholders.

2. Place them in the power vs. interest matrix.

Sta

keho

lder

Ana

lysi

s

Source: http://ctb.ku.edu/en/table-of-contents/participation/encouraging-involvement/identify-stakeholders/main

Staff

CustomersSponsors Prospects

Page 29: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

1. Identify the stakeholder you’d like to improve the experience for.

Note: It can’t be everyone.2. Identify the objective they’d like

to achieve.

Note: Every stakeholder group has a different objective.

Inte

ntio

nal M

eeti

ng D

esig

n

Page 30: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Purp

ose

Iden

tifi

cati

on

Source: Marriott’s Meeting Imagined

Customers

Page 31: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Purp

ose

Iden

tifi

cati

on

Source: Marriott’s Meeting Imagined

Sponsors

Page 32: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17 Inte

ntio

nal M

eeti

ng D

esig

n1. Identify the stakeholder you’d like to

improve the experience for.

Note: It can’t be everyone.

2. Identify the objective they’d like to achieve.

Note: Every stakeholder group has a different objective.

3. Create a design intervention.

Page 33: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Des

ign

Som

e E

pic

Sh*

t

@danberger | #aheadsummit17

Page 34: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

1. Identify the stakeholder you’d like to improve the experience for.

Note: It can’t be everyone.

2. Identify the objective they’d like to achieve.

Note: Every stakeholder group has a different objective.

3. Create a design intervention.

4. Simulate your intervention.

Inte

ntio

nal M

eeti

ng D

esig

n

Page 35: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

Innovation in Design Sets

Page 36: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

“Room set is extremely important to the success of a meeting, and a serious responsibility for the meeting professional to manage.

- Convention Industry Council Manual

Page 37: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

The Form:General Session

Page 38: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Change up the seating in your theatre sets.

Page 39: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Create multiple stages to keep the audience’s attention.

Page 40: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

A mirrored theatre helps create community.

Page 41: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

The Form: Open Spaces

Page 42: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

“Spaces designed to promote

engagement increase the likelihood of

collisions...

More collisions create positive

outcomes.”C2 Montreal (Arsenal)

Source: Workspaces That Move People, Harvard Business Review

Page 43: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

The 3 E’s of Successful Interactions

Source: Workspaces That Move People, Harvard Business Review

● Engagement - Interacting with people within your social group.

● Exploration - Interacting with people in many other social groups.

● Energy - Interacting with more people overall.

Page 44: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Build coworking spaces into your day-long programs.

Page 45: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Popup office sets let participants create their own environment.

Page 46: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

A living room design helps participants get comfortable.

Page 47: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

PCMA Convening Leaders 2014 (Navy Pier, Chicago)

Inject art installations into your events to send a message.

Page 48: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Design a club in your next event for both fun and exercise.

Daybreaker party at #STConf 2016, Social Tables HQ

Page 49: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

The Form: Trade Shows

Page 50: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Innovation zones offer a condensed expo for smaller companies.

Page 51: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

The Campus design squeezes every element of an event together.

Page 52: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Freeman booth at IAEE Expo! Expo! 2014

Rethink your trade show booth as art exhibits.

Page 53: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17 American Express Global Business Travel booth at GBTA 2015

Rethink your trade show booth as an educational opportunity.

Page 54: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

The Form: The Breakout

Page 55: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Mixed sets are all the rage.

Page 56: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

The Old Way:Banquet

The New Way:Family Style

Out-of-the-Box:Extended Banquet Table / Serpentine Banquet

Summit Outside

Social Tables Company Dinner, Newseum

Serpentines give you options.

Page 57: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Use furniture to create event flow

The Old Way:Staggered Ballroom

The New Way:Mixed Seating

School for American Ballet, Winter Ball 2014

Page 58: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

The Old Way:Classroom

The New Way:Learning Pods

Use the layout to set expectations.

Page 59: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

The Old Way:Classroom

The New Way:Crescent Rounds

Use the room set to create outcomes.

Page 60: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

The Old Way:U-Shape

The New Way:U-Shape w/ details

Little changes go a long way.

Page 61: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

The Old Way:High Boys

The New Way:Parisian Cafe Style

Make people sit when they least expect it.

Page 62: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Who needs tables anyway?

Page 63: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

What does the future of meeting design look like?

Page 64: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

Aligned incentives for event success between buyers and suppliers

Page 65: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

On-site logistics will be handled by machines and robots.

Page 66: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

Content will be crowdsourced or auto-generated.

Page 67: Ahead Summit - From Strategy to User Experience - Meeting Design is Everything - July 2017

@danberger | #aheadsummit17

Wrapping up...

Dan [email protected]

twitter: @danbergersnapchat: danjbeger

“If you don’t think about design,someone will think about design for you.”