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SECTION 1: PROFILE INFORMATION
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Spend Information [Enter only if known, otherwise leave blank]
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Meetings Data [Enter only if known, otherwise leave blank]
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7. Meeting Type.  Percentage of total meetings that are:
8. Meeting size:
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SECTION 2: PROCESS MATURITY ASSESSMENT
2.1 CORPORATE LEADERSHIP AND GOALS ALIGNMENT
SMM Initiatives that have buy-in and support from the executive level of an organization tend to mature and grow in importance. The ability to tie results into corporate goals, earnings per share, or other important metrics will ensure that the initiative is viewed as an integral part of an organization.
2.1.1  Is there an SMM program in place with specific goals?
2.1.2   Is there an individual leader who is responsible for this initiative?
2.1.3  Are there tangible measurements in place to track the goals of the initiative?
2.1.4 Are savings and other key metrics quantified for the corporation?
2.1.5 Is the SMM program aligned specifically with the corporation’s annual goals process?
2.1.6 Is there a specific executive sponsor engaged?
2.1.7 Is there a process of regular review on the meetings data and results?
2.1.8 Is there a communication feedback process in place to improve quality?
2.1.9 Are results communicated to meeting planners and stakeholders?
2.1.10 Is there a continuous improvement process in place that is re-set annually?
2.2 POLICIES & COMPLIANCE
The framework for an effective SMM initiative is a well designed corporate meetings policy, which includes procedures for one or more of the processes that are described in the policy.
2.2.1 Does your company have a meetings policy?
2.2.2 Has the policy been approved by senior management?
2.2.3 Has the policy been communicated throughout the organization?
2.2.4 Are individuals who plan meetings aligned with the policy?
2.2.5 Is there a compliance requirement for the meetings policy?
2.2.6 Do the meeting management companies that do work for your company understand and comply with the policy?
2.2.7 Do you have standard hotel contracts (or addendum) in place?
2.3 TECHNOLOGY EFFICIENCIES
An effective policy should have tools that allow processes to be handled efficiently, and that enable the aggregation of data. Effective tools can be commercial or home grown, but should be widely available throughout the corporation.
2.3.1 Do you have an online attendee registration tool?
2.3.2 Does the attendee registration tool have an air reservations component?
2.3.3 Do you have an online tool for sending RFPs to hotels?
2.3.4. Do you have tools that track all expenses in connection with an individual meeting?
2.3.5 Do you have tools that roll up data for all registered meetings within your company?
2.3.6 Do you have a tool that registers meetings data centrally?
2.3.7 Do you have a self-service tool for booking/sourcing small meetings?
2.4 SPEND MANAGEMENT
This area deals with they way your company buys travel and meeting accommodations and services. When done effectively on a company-wide basis, cost-savings can be measured and buying power is increased substantially.
2.4.1 Do you have a centralized meetings department or group?
2.4.2 Do you have a way of recording or registering meetings centrally?
2.4.3 Do you have a preferred meetings supplier program in place?
2.4.4 Do you have a preferred airline program in place?
2.4.5 Do you have a total savings goal identified for the company?
2.4.6 Do you have meeting-specific payment systems in place, such as a corporate meetings card?
2.4.7 Does procurement have input into the processes used for sourcing meetings?
2.5 VISIBILITY & CONTROL
A key enabler of success is the degree to which a corporation is able to track and monitor activities and its ability to take corrective action when required. 
2.5.1 Does the meetings dept. collaborate with the travel dept. in a consistent, systematic manner?
2.5.2 Do you track and report on the costs, savings, and results for all meetings across the enterprise?
2.5.3 Do you have a corporate meetings calendar?
2.5.4 Are international meetings and their related costs included in the data compiled?
2.5.5 Are international divisions aware of and do they comply with meeting policy created at headquarters?
2.6 ADOPTION
Having the policies, processes and tools are effective only when combined with a process that educates planners, communicates the procedures, and measures the effectiveness of the program.
2.6.1 Percentage of attendees registered using Tool
2.6.2 Percentage of attendees using Air Booking Tool
2.6.3 Percentage of meetings registered using the tool
2.6.4 Percentage of meetings sourced using the tool
2.6.5 Percentage of planners trained on the tools
2.6.6 Percentage of admins trained on the tools
2.6.7 Do the meeting management companies that plan meetings for your company use these tools?
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