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In an effort to advance your SMM expertise, MPI Foundation, and industry experts and organizations (named below) have contributed works to create a universal SMM resource center that houses a wide range of content including research reports, case studies, white papers, blogs, articles and videos. The materials have been classified into knowledge-level categories - Just Starting, Intermediate and Advanced. To access, click on a category box above that best meets your skill level and you’ll be entered into a room full of resources.

Unsure what level is right for you?

  • Are you new to SMM programs? Do you have interest in certification? Maybe you are just beginning to understand how it fits into your career portfolio. The Just Starting level is right for you.
  • Intermediate level materials offer a deep dive into tools and techniques that enhance SMM certification education.
  • The Advanced level is for professionals who may have an established SMM portfolio and are certified or may be seeking certification.

Video  Making Meetings Management more Efficient Part 1 [+]
An 8 minute video on the topic of reduced budgets due to economic downturn that resulted in more compliance to policy and more control over where and when meetings take place. Although produced in 2009, some of the key points are still relevant.
Keywords: SMM, best practices, cost savings, change management, negotiations
Article  SMM: Need meetings tech? Go to the top for financing [+]
There's official confirmation that companies are investing more in meetings technology relative to recent years. Expo magazine's Technology Survey 2012 says: "Unlike 2011, when they still had considerations over the economy and the fast pace of technological change, this year, senior convention and exposition industry executives are beginning to embrace new technologies in a big way."
Keywords: technology, SMMP, ROI
Article  SMM: Aberdeen Study finds eROI awareness [+]
Chris Dwyer, Senior Research Analyst|Global Supply Management at Aberdeen Group, recently finished a study called "Strategic Meetings Management: A Handbook of Emerging Strategies for the Next Generation of Meetings and Events Management." The research is meant to be utilized by organizations to enhance existing events management program attributes and ultimately drive more value from corporate meetings.
Keywords: SMMP, trends, participant engagement
Article  SMM- Making Strides in Asia-Pacific [+]
Since my last post about a possible return to a buyer's market, more information is emerging that indicates companies are slowing down on current and future travel plans. If demand truly is slowing down, this is precisely the right time for corporations to ensure that every dollar that they do spend on business travel and meetings is in line with established policy.
Keywords: SMMP, cultural differences, change management, best practices
Article  SMM: Is your meetings policy strong enough for today's tough negotiating scene? [+]
As the business travel and meetings industries recover, now is the time to take note of the new, tougher attitude among suppliers and leverage your hotel and meeting spend more wisely.
Keywords: negotiations, spend
PDF  When Buying Meetings Technology, Don’t go to market without a list! [+]
It's essential prior to entering into the buy phase for meetings technology to be equipped with a list of important, preliminary internal questions.
Keywords: SMM, strategy, procurement, SMMP
PDF  SMM-The Four Key Value Drivers [+]
Strategic Meetings Management (SMM) has risen in prominence as a viable category of corporate spending that in recent years has evolved into a critical and core component of the average enterprise's overall business success.
Keywords: SMMP, spend, risk
Article  15 Dos and Don'ts to Get Buy In for an SMMP [+]
An individual's decision to take part in something is typically based on an expectation that by committing to the proposed set of financial and behavioral requirements, they will be sharing in the rewards. As you prepare your strategy for obtaining buy in, keep this list of 15 Dos and Don'ts in mind.
Keywords: executive buy-in, relationships, data, risk education, SMMP
Article  SMM Basic 101: Jump Start Your Implementation Efforts [+]
A disciplined approach to managing enterprisewide meeting and event activities, processes, suppliers, and data in order to achieve measurable business objectives that align with the organization's strategic goals/vision and deliver value in the form of quantitative savings, risk mitigation, and service quality.
Keywords: SMMP, plan, tips, best practices, data, communication, savings
PDF  Strategic Meetings Management Final Study: Taxonomy, Growth and Future (MPI Produced) [+]
This report marks the completion of the first stage of a project commissioned by the Meeting Professionals International (MPI) Foundation to establish deeper understanding of strategic meetings management (SMM), in particular to identify a taxonomy for meeting professionals and inform the development of educational materials for the industry. Researchers from the International Centre for Research in Events, Tourism and Hospitality at Leeds Metropolitan University undertook the project in collaboration with SMM subject matter experts Peggy Hemphill of Your Corporate Source and Betsy Bondurant of Bondurant Consulting. The report aggregates findings from an extensive collection and review of SMM and SMM related literature,1 as well as in-depth interviews and focus groups with SMM leaders and practitioners. The report describes the current state of SMM and its context, growth, future and implication for meetings professionals. The report includes the emerging taxonomy of SMM, as well as how it’s currently operating in response to different business environments and contexts.
Keywords: SMMP, ROI, ROO, risk education, global, partnerships, relationships, compliance, savings, procurement, supply-chain, spend, participant, SMM champion engagement
Article  Going Global With an SMMP [+]
Each country's unique cultural requirements must be recognized to encourage global program adoption. 5 specific challenges and how to address them from the perspective of corporate clients who have implemented SMM globally.
Keywords: SMMP, executive buy-in, compliance, cultural, global, procurement
Article  Data Analysis by Meeting Managers [+]
Meeting professionals today must have quick, accurate answers when CFOs ask tough questions about meetings. And that means having a comprehensive, reliable process in place for collecting and analyzing meetings data. Working with Meetings Analytics has given several large companies a way to effectively manage their data as demonstrated in this article.
Keywords: meeting data, executive buy-in, savings, spend
PDF  Delivering Customer Value through Outsourcing [+]
A global leader in the Pharmaceutical industry appointed BCD M&I to restructure an existing SMM throughout the US & UK
Keywords: SMMP, savings, staffing
PDF  Bottom Line savings with SMM [+]
One of America’s major financial services companies engaged BCD M&I to design and implement a comprehensive meetings management program to mitigate the risk associated with meetings and events (including financial, legal, security and brand)
Keywords: SMMP, savings, procurement, marketing, meeting data
PDF  Pioneering Global Meeting Management [+]
This case study addresses the world’s leading document management technology and services company who was looking to reduce and consolidate their overall spending on internal meetings and events. Objective was to move a successful North American SMM operation to a global operation, starting with offices in Europe. Strategy was to recommend and develop a phased implementation plan. Results, successful North American SMM practices have been launched and integrated throughout the European market and achieved the target 12% savings.
Keywords: global, spend, savings, implementation
PDF  Improving Strategic Meetings Management, piece by piece [+]
Strategic meetings management (SMM) has certainly reached buzzword status in the meetings & events (M&E) industry. However, by its very definition, SMM is no small undertaking: the Global Business Travel Association (GBTA) and Meeting Professionals International (MPI) define it as “a disciplined approach to managing enterprise-wide meeting and event activities, processes, suppliers and data in order to achieve measurable business objectives aligned with the organization’s strategic goals/vision, and deliver value in the form of quantitative savings, risk mitigation, and service quality.”
Keywords: meeting data, executive buy-in, savings, spend, strategy, procurement, risk reduction, participant engagement
PDF  Looking to leverage transient and M&E? Start with hotels [+]
As more and more organizations have brought their meetings and events (M&E) under tighter management in the past 5-10 years, many have also begun seeking opportunities to leverage combined M&E and transient travel volume in negotiations with suppliers when applicable. The Global Business Travel Association (GBTA) has helped to further this practice by adding a groups and meetings section to its widely used hotel request for proposals (RFP) template about six years ago, in response to increasing desire by travel buyers to combine this spend in negotiations when possible. CWT Meetings & Events and its clients have had particular success accomplishing this with hotels, which can be a natural starting point given the significant portion of spend that hotel represents for both transient travel and M&E.
Keywords: meetings policy, meeting data, partnerships
PDF  Small meetings: big opportunity [+]
In recent years, many North American organizations have focused on tightly managing their largest meetings and events to drive cost savings, as well as improvements in both attendee experience and risk management. Meeting for meeting, a large meeting clearly offers greater opportunity over a small one; however, many organizations are increasingly expanding their focus to include small meetings as the collective spend associated with them often rivals that of several large events, accounting for nearly two-thirds of overall meeting spend at many organizations. The realization of the significance of small meetings – those with fewer than 25 people – combined with already-maximized opportunity for many with large meetings, is helping position this as one of the next key areas of focus for strategic meetings management in North America.
Keywords: meeting data, stakeholder engagement, partnerships, communication
Article  Five Myths of Strategic Meetings Management [+]
Strategic Meetings Management has emerged as a key business methodology since it first came into use more than ten years ago. But because SMM is constantly evolving, myths regarding its exact purpose, components and capabilities continue to circulate. This Cvent whitepaper addresses five of the major myths surrounding Strategic Meetings Management. For example: SMM Myth: It's too expensive. Fact: Most organizations realize significant savings within the first 18 months after implementation, far outweighing the cost of the program, and making it expensive not to consider.
Keywords: cost savings, spend, implementation, meetings policy, ROI, solutions, SMMP, technology
Article  7 Step Guide to Initiate a Strategic Meetings Management Program [+]
The concept of Strategic Meetings Management has come a long way since its inception. What started as a term to define the discipline of consolidating meetings and events has flourished to become an industry best practice with its own business case, individual components and levels of maturity. Economic pressures, world events, and overall increased risk have all driven increased focus on SMM today. Now more than ever, businesses are realizing the importance of SMM and how implementing a program is no longer a “nice to have” but a “must have”. This paper serves as a concise yet high level overview for travel and meeting managers who are planning on initiating a SMMP in their company or are in the early stages of doing so.
Keywords: SMMP, Executive buy-in, implementation, spend, goals, technology, plan
Article  Building the Business Case for SMMP - Garnering Executive Support [+]
Even before hearing the industry term “strategic meetings management,” the concept was on the minds of many corporate travel and meetings professionals. They realized early that multitudes of meetings—small and large—were taking place without the benefit of process controls, strategic sourcing and basic spend management techniques, and they immediately understood that their companies were exposing themselves to undo costs and increased risk. Yet many travel and meetings professionals report that they lack the resources and corporate support needed to implement a strategic meetings management program and gain the visibility they need into their meeting spend. In this white paper, brought to you by Active Network | StarCite, corporate travel and meetings professionals will learn why executive support is vital to a strategic meetings management effort and how to garner that support—even if it requires investment and resources from upper management.
Keywords: SMMP, Executive buy-in, spend, stakeholder engagement, cost savings
PDF  A New Vision for Meetings Management [+]
In an industry where compliance to industry regulatory agencies, state laws and federal legislation place heavy demands on the Sanofi Pasteur meeting planning universe, the pharmaceutical giant decided it was time to put in place the right tools to ensure success. ACTIVE Network’s StarCite SMM platform was a major part of the solution. Will Anderson of Sanofi Pasteur set out to revise his company’s meetings program with the right strategy, partner and technology.
Keywords: implementation, spend, tool, compliance, plan
Article  Streamlining Meetings Management with Automation [+]
How a pharmaceutical company automated the payment process, eliminated out of policy bookings, leveraging the company's total meeting spend and implemented compliance strategy to Pharma Code and and upcoming Sunshine Act.
Keywords: SMMP, spend, compliance, executive buy-in, implementation, risk management, automation
Article  The 3Rs of an SMMP [+]
Take a look at what is required for short and long term success with the 3 R's of a Strategic Meetings Management Program. This presentation will walk you through the guiding principles and you can use it to develop a comprehensive plan for your SMMP.
Keywords: SMMP, plan, risk management, ROI, reports
Article  Estimating Annual Expenses for an SMMP [+]
One of the first things that companies do when they begin to consider a Strategic Meetings Management Program is search for data that will give them a baseline of the overall expense. It is helpful to have a template that will guide you through the benefits and limitations of all data sources.
Keywords: SMMP, spend, best practices, meeting data
PDF  Strategic Meetings Management Final Study: Taxonomy, Growth and Future (MPI Produced) [+]
This report marks the completion of the first stage of a project commissioned by the Meeting Professionals International (MPI) Foundation to establish deeper understanding of strategic meetings management (SMM), in particular to identify a taxonomy for meeting professionals and inform the development of educational materials for the industry. Researchers from the International Centre for Research in Events, Tourism and Hospitality at Leeds Metropolitan University undertook the project in collaboration with SMM subject matter experts Peggy Hemphill of Your Corporate Source and Betsy Bondurant of Bondurant Consulting. The report aggregates findings from an extensive collection and review of SMM and SMM related literature,1 as well as in-depth interviews and focus groups with SMM leaders and practitioners. The report describes the current state of SMM and its context, growth, future and implication for meetings professionals. The report includes the emerging taxonomy of SMM, as well as how it’s currently operating in response to different business environments and contexts.
Keywords: SMMP, ROI, ROO, risk reduction, global, partnerships, relationships, compliance, savings, procurement, supply-chain, spend, participant, SMM champion engagment
PDF  Increasing Value through Partner Relationships (MPI produced) [+]
When working with others to achieve a shared objective, partner relationships can add value to your business. And partnerships are central to all strategic meetings management programs (SMMPs). Whether you are a planner/buyer, supplier or intermediary (thirdparty contractor, consultant or agency), partnerships will significantly impact the delivery and effectiveness of your SMMP. Whether those partnerships are internal, or in relationship to other businesses, they can add value to your organization and deliver significant cash savings. Herein, you will discover why industry leaders place value on partnerships and find key guidance on how to increase the value of your SMMP through relationships.
Keywords: relationships, SMMP, ROI, executive buy-in, stakeholder engagement, partnerships, spend, risk reduction, transparency
PDF  Competing in an SMM World: A Guide for Smaller Suppliers (MPI produced) [+]
Strategic meetings management (SMM) is becoming an increasingly important aspect of how organizations work, and as a small supplier, you work with more and more clients who use SMM programs (SMMPs) to manage their meetings. To be successful as a small supplier in this rapidly expanding SMM world, you need to get the inside know-how of what it’s all about, and how to make working for an organization with an SMMP an advantage. You’ll need to be able to identify the pros and cons of being a small supplier wanting to work in the field. And you will need to get the low-down on establishing strategies that help you stand out and secure business in an SMM world.
Keywords: SMMP, small supplier, communication, participant engagement, ROI, ROO, risk reduction, competitive advantage, SMM champion, relationships, simplify, transparency
PDF  Creating a Competitive SMM Platform for Education and Collaboration (MPI produced) [+]
Over the last two years, InterContinental Hotels Group (IHG) has invested in the development of an educational platform to target their increasing number of global clients who are engaged in strategic meetings management programs (SMMPs). In this case study, Ingrid Quimby-High, director of meeting sales strategy for IHG, explains the company’s research process, platform implementation and future plans.
Keywords: SMMP, client need, relationships, SMM champion, ROO, ROI, executive buy-in, stakeholder engagement, communication, collaboration, competitive advantage
Article  The Search for Meeting Software [+]
Researching and selecting meeting management software is tough. An informal survey of corporate meeting managers reveals the big challenges: an overwhelming number of options and packages, difficulty in determining your total cost, figuring out if product features match your needs, having to work with internal stakeholders such as procurement, information technology, and security, and, finally, not knowing how it’ll all come together until you try to work your first program.
Keywords: automation, procurement, software
Article  Meeting the Challenge BTN's 2012 Strategic Meetings Management Survey [+]
About a decade after the phrase "strategic meetings management" entered the parlance of the business travel industry, nearly nine of 10 respondents to a recent Business Travel News survey indicated their companies have policies limiting stakeholder options in meeting planning and sourcing processes. However, far fewer believe their organizations have a strategic meetings management program in the United States. The new BTN study of 295 corporate travel and meeting professionals, conducted from March to May in conjunction with sibling publication Meetings & Conventions, helps to quantify the current state of strategic meetings management, the multi-pronged approach that blends policy and technology implementation with advanced sourcing practices to govern meetings expenditures throughout an organization or business unit.
Keywords: SMM, trends, global, procurement, policy, software
PDF  Best practices in SMM Strategic Sourcing [+]
This white paper highlights the business case for strategic sourcing, categories of spend to which it can be applied and steps to implement a strategic sourcing program that achieves industry best practice and drives compliance to corporate meeting policies and preferred partners.
Keywords: best practices, supply-chain, procurement, savings, risk reduction, partnerships, automation, meeting data
PDF  The Pragmatist's Guide to SMM [+]
The purpose of this white paper is to provide the reader with actionable ways to infuse the tenets of the best practice models of Strategic Meetings Management Programs (SMMP) into their current organizational situation. Through a combination of theory and practical exercises, the unique and custom opportunities that an SMMP creates for the reader’s organization will unfold in ways that allow immediate actions to be taken with minimal business disruption, exorbitant investment, or tedious delays.
Keywords: SMMP, risk reduction, compliance, executive buy-in, stakeholder engagement, plan
PDF  Overcoming the Barriers to an SMMP [+]
This E-book will walk you through the Top 10 Barriers to initiating a Strategic Meetings Management Program (SMMP) with guidance and support documents for you to use in overcoming them.
Keywords: SMMP, executive buy-in, savings, SMM champion, stakeholder engagement, negative perception, meeting data, change management
Article  Strategic Meetings Management 2013: Best-in-Class Measures to Reduce Cost and Increase Savings [+]
registration required. Focus on cost savings, cost compliance and introduces the impact of mobile devices on SMM.
Keywords: best practices, supply-chain, procurement, savings, risk reduction, ROI, automation, meeting data, compliance, stakeholder engagement, technology, change management, participant engagement
Article  Strategic Meetings Management: Compliant Companies Lead the Way [+]
registration required. Focus on “traditional” SMM drivers, cost, risk mitigation and compliance (sunshine act, Sarbanes-Oxley.)
Keywords: SMM, expense management, compliance, meeting data, SMMP, procurement, automation, savings
Article  Strategic Meetings Management: The Evolution of the Modern Strategic Meetings Management Program [+]
It is critical for organizations to follow a best-in-class plan of attack within their SMMP to not only drive value out of their corporate events but also ensure that processes to expand global SMM efforts and maintain quality/effectiveness are performed in a cost-efficient manner.
Keywords: SMMP, value, savings
Article  SMMP Implementation & Idea Guide [+]
This report will define the elements of SMMP, explore the reasons why a SMMP should be considered and provide implementtion & ideas guide.
Keywords: SMMP, implementation, spend, savings, risk reduction
PDF  Bridging the Gaps: The Convergence of Meetings, Travel, and Expense Management [+]
Strategic Meeting Management continues to be the industry standard as companies look to achieve greater visibility, cost savings, and risk mitigation in the area of corporate events and meetings. Meetings, travel, and expense processes have historically been managed by separate teams in separate technology systems with no connection between the data. These gaps leave corporations vulnerable to a great deal of risk including unrationalized spending, non compliance with travel policies, lapses in expense processes, and missed cost-savings opportunities for events and meetings. Cvent and Concur present this white paper, Bridging the Gaps: The Convergence of Meetings, Travel, and Expense Management to discuss the possibilities presented through integrations between meeting, travel, and expense technologies including: Increasing visibility to generate business intelligence and reporting of data, Leveraging existing technology systems to automate processes and increase efficiency, Setting goals and developing a change management plan
Keywords: SMM, savings, risk reduction, spend, compliance, integration, stakeholder engagement, technology, meeting data, change management
PDF  Strategic Meetings Management Final Study: Taxonomy, Growth and Future (MPI Produced) [+]
This report marks the completion of the first stage of a project commissioned by the Meeting Professionals International (MPI) Foundation to establish deeper understanding of strategic meetings management (SMM), in particular to identify a taxonomy for meeting professionals and inform the development of educational materials for the industry. Researchers from the International Centre for Research in Events, Tourism and Hospitality at Leeds Metropolitan University undertook the project in collaboration with SMM subject matter experts Peggy Hemphill of Your Corporate Source and Betsy Bondurant of Bondurant Consulting. The report aggregates findings from an extensive collection and review of SMM and SMM related literature,1 as well as in-depth interviews and focus groups with SMM leaders and practitioners. The report describes the current state of SMM and its context, growth, future and implication for meetings professionals. The report includes the emerging taxonomy of SMM, as well as how it’s currently operating in response to different business environments and contexts.
Keywords: SMMP, ROI, ROO, risk reduction, global, partnerships, compliance, savings, procurement, supply-chain, spend, participant, SMM champion engagement
PDF  SMM Ensuring Meetings Spend is in Good Health (MPI produced) [+]
WellPoint Inc. is a U.S.-based medical insurance/health benefits company headquartered in Indianapolis, Ind. With 37,500 employees across North America, Europe and the Far East, it spends a considerable amount on group and executive travel. In the U.S. alone, the company organizes 600 to 800 meetings a year, and its executives account for thousands of additional individual trips. Harmonizing the company’s travel activity was the key personal and professional goal of Cindy Heston, manager for strategic sourcing (travel and events). This case study shows how WellPoint executives quickly perceived that there were broader gains apart from financial management to be made that would strengthen the organization’s position, particularly at a time of great change within the healthcare industry.
Keywords: SMMP, spend, risk reduction, cost savings, compliance, transparency, client need, collaboration
= PDF    = Video    = Article

The following people and organizations have contributed their works to the universal SMM Resource Library being hosted by Meeting Professionals International.

Aberdeen, Advito, AirPlus, Alison Hall/MeetingsNet, BCD Meetings & Incentives, BTN Business Travel News sponsored by Cvent, Business Travel News, Carlson Wagonlit Travel Management Institute, Christine Degnan Manning & Christian Savelli for American Express Business Travel with Maritz & Maxvantage, Chuck Ghoorah, Cvent, Corbin Ball & Associates, Cvent, Cvent and BTN Group, Cvent and Concur, Elizabeth West, Grass Roots, Kevin Iwamoto (Active/StarCite), Lisa Hopkins, Maxvantage, Mike Malinchok, Meeting Professionals International, NBTA Groups and Meetings Committee, Peggy Hemphill/Your Corporate Source, SignUP4 & Scholar Consulting Group, StarCite, Sue Pelletier/MeetingsNet, Tim Brown/Meeting Sites Resource