Building Your Corporate Identity

(and Customer Relationships)

finding the difference between branding identity and corporate identity

The phrases corporate identity and brand identity are thrown around abundantly by everyone in business. However, when used it different contexts, they mean different things. It’s often asked if you can have a brand identity without a corporate one, or vice versa. Here are several reasons why you can’t have one without the other.

But, first things first, what are the differences between corporate identity and brand identity?

Brand Identity

Brand identity refers to the how consumers view a specific product, service or idea a business provides. The goal in creating your brand identity is to separate your business from similar businesses. So, basically, brand identity is the customer’s knowledge of and ability to recognize the brand.

Name Tag, Inc. Improving your first impression, one name tag at a time! Affordable and professional personal identification products that are easy to order and use in your workplace.

Our Example: Name Tag, Inc. sells personal identification such as name tags and other custom engraved products.

Corporate Identity

Corporate identity is similar to brand identity. However, corporate identity refers to the perception of an entire company, not just one idea, product or service that the company provides. One business may have many different brand identities wrapped up in its overall corporate identity.

Personalized Ribbons and Name Tag, Inc. are part of the Coller Industries Incorporated family. Our product sites give you access to a wide variety of quality items, from name tags and lanyards to signs and custom ribbons.

Our Example: Coller Industries Incorporated is also known as Name Tag, Inc. and Personalized Ribbons.

Let’s talk about branding your business for a moment.

A company’s brand is what they are, what they want to be, and what they aim to become as a whole. It can be a promise of quality, trust or service. A brand is what makes a company or organization truly unique. Branding should make any company stand out from its competitors and lets the consumer know what to expect from that company.

Branding is one of the most important parts of any business, whether it be large or small. Building a strong brand helps a company or organization be financially strong. Product marketing is really where this process all begins.

Let’s break it down a bit farther to make it a little easier. The act of branding is the process involved in creating a unique name or image for a product, person or idea. This is done mostly through advertising and other similar means. It is also the action of building a convincing individual or unique presence in a consumer market that attracts and retains loyal customers.

Corporate branding is the process of promoting the logo and/or brand name of a company or corporation for marketing and advertising purposes. Typically the range of a corporate brand is very broad and is often used as a way to express the company’s ideals and goals.

A BRAND IDENTITY IS WHAT MAKES A BUSINESS UNIQUE.

It’s what they think, how they behave and what they believe in. It’s about how they treat their employees and customers. So, brand identity is a must for every business. The better a business understands itself, the better they will perform and the more their brand identity will show their power and values. Once this is accomplished, a business will preform more effectively. When a brand identity is clear, values and business practices just fall into place. Teams are formed and decisions become easier. And, the company stays focused on marketing and sales goals.

Brand identity is…

…the collection of all elements that a company creates to portray the right image to its consumer. Brand identity is different from “brand image” and “branding,” even though these terms are sometimes treated as interchangeable.

The term branding refers to the marketing practice of actively shaping a distinctive brand. Brand is the perception of the company in the eyes of the world. Those tangible elements, that’s brand identity.

Your brand identity is what makes you instantly recognizable to your customers. An audience will associate your brand identity with your product or service, and that identity is what forges the connection between you and your customers, builds customer loyalty, and determines how your customers will perceive your brand.

Design assets are the tangible elements that will determine how your brand is perceived. Things like your logo, your packaging, your web design, your social media graphics, your business cards and the uniforms your employees wear.

Your brand identity is what sets you apart from the endless sea of competitors and shows your customers who you are and what they can expect from working with you. And if you want your brand to be perceived in a positive light, it’s crucial that you nail your brand identity and create designs that accurately portray who you are to your customers. And now that you know how to nail that identity, it’s time to start designing.

“What is brand identity? And how to develop a great one.” by Deanna deBara


Brand identity is…

…the total proposition that a company makes to consumers – the promise it makes. (Brand identity) may consist of features and attributes, benefits, performance, quality, service support, and the values that the brand possesses. The brand can be viewed as a product, a personality, a set of values, and a position it occupies in people’s minds. Brand identity is everything the company wants the brand to be seen as.

Brand image, on the other hand, is the totality of consumer perceptions about the brand, or how they see it, which may not coincide with the brand identity. Companies have to work hard on the consumer experience to make sure that what customers see and think is what they want them to.

Simon Morris, LinkedIn Pulse: “What’s the difference between corporate identity and brand image?”

Your corporate identity is so much more than just design.

Yes, your logo and brand play an important part in your corporate identity. But, remember that you are so much more than a color or style. A company’s values and culture are crucial in shaping corporate identity. As Simon Sinek, author of Start with Why: How Great Leaders Inspire Everyone to Take Action has said, “people don’t buy what you do; they buy why you do it. And what you do simply proves what you believe.”

It is important to distinguish between corporate identity, brand identity, and brand image. Corporate identity is concerned with the visual aspects of a company’s presence. When companies undertake corporate identity exercises, they are usually modernizing their visual image in terms of logo, design, and collaterals. Such efforts do not normally entail a change in brand values so that the heart of the brand remains the same – what it stands for, or its personality. Unfortunately, many companies do not realize this fallacy, as they are sometimes led to believe by agencies and consultancy companies that the visual changes will change the brand image. But changes to logos, signage, and even outlet design do not always change consumer perceptions of quality, service, and the intangible associations that come to the fore when the brand name is seen or heard.

Simon Morris, LinkedIn Pulse: “What’s the difference between corporate identity and brand image?”

The Importance of a Corporate Identity

Corporate identity expresses your brand personality and tells the world why you are unique. Similar to what makes a person unique, this identity shows what is specific to a business. These specifics set us apart from others and helps us to build relationships within our communities. This aspect works for businesses as well. How a company presents themselves in everything they do, from business cards to products or services they offer, is what defines this identity.

It is a physical expression of the company’s brand, an extension of the culture that is already expressed through communication style and behavior exhibited to maintain the image of the business. Corporate identity and brand identity both have different roles, that together, form a perceived image for a business. It all starts with your reason for going to work every day and why anyone else should care.

“How to build a strong corporate identity” by Anna Lundberg

Occasionally, a business may need to update their corporate identity if their audience changes. From logos to letterhead, rebranding is often done in the business world. Invest in this identity to develop your customer’s trust, a sense of product value and a lasting connection with your clientele.

Your corporate identity helps you in increasing business ownership and control. As consumers are now aware of your business, they can understand your company’s image and reputation. You then have to continue to provide your quality services or products to your clients exactly as you developed them for your corporate identity to continue to succeed.

A logo is not your brand, nor is it your corporate identity.

Many business owners believe that by simply having a recognizable logo, their quality and values are represented. But, having a strong corporate identity helps out in every aspect of business. Don’t underestimate the importance and power of developing this identity for your business. It will help you grow in your competitive market. And, you will be able to leave a positive vision for your consumers as your identity grows.

A strong corporate identity is essential for every business organization as it helps in the interaction of the customers and the company. Customers usually get a great help in understanding the business with the help of its corporate identity. It includes the several supporting devices, such as the company letterhead, business cards, website etc. It creates a single and clear visual identity for an organization. A number of Start-Up companies ignore the advice of building or developing a strong and effective corporate identity for their business as they think it just as the logo only.

“Importance of a Strong Corporate Identity for a Business” by Eonian Brand Ideas written on Feb 9, 2018.

While we have been talking about corporate and brand identities, don’t forget that the end goal is to build your customer relationship. Managing a consumer relationship is an important approach to making sure a company’s interaction with current and potential customers is fresh and positive. You will be able to retain current customers and build new relationships when you bring your corporate identity in line with this endgame.

Always look for ways to wow your consumers. Whether that means compromise on a service or providing the highest quality product, remember that without your customers, your business would not prosper.

Customer Relationships

While we have been talking about corporate and brand identities, don’t forget that the end goal is to build your consumer relationship. Managing a consumer relationship is an important approach to making sure a company’s interaction with current and potential customers is fresh and positive. You will be able to retain current customers and build new relationships when you bring your corporate identity in line with this endgame.

Always look for ways to wow your consumers. Whether that means compromise on a service or providing the highest quality product, remember that without your customers, your business would not prosper.

5 Ways to Build Killer Relationships With Customers

To create customer relationships, and keep them strong, you must do all you can to engage customers. Here are five ways to build customer relationships and keep them coming back.

1. Communicate.

As a key to any good relationship, communication is an essential way to build customer relationships. Promoting your business and listening to your customers are equally important.

Rather than just telling customers about your business, have conversations with them. Find out what your customers need, then show them that you have a solution to their problem.

If you have employees, teach them how to effectively communicate with customers. Instead of waiting for customer service to become a problem, foster communication skills with customers while onboarding new employees. Maintain an employee policy, requiring timely follow-up, to make sure the customer’s needs are met. Make sure your staff returns voicemail messages and emails promptly.

2. Exceed expectations.

Your customers expect great products or services from you. You should continue to raise the bar on what your company offers.

To put it simply, under promise, and over deliver. When you impress customers, they keep coming back.

To exceed customer expectations, you can deliver a product or service faster than anticipated. When you deliver earlier than expected, the customer will be happy about the surprise. For example, tell a customer their order will be ready by the end of the month, knowing you will have it ready a week earlier.

3. Ask for feedback.

Whether customers have a good or bad opinion about your business, they will make their feelings known. Invite customer feedback to show you are listening. Place comment cards on your business counter, or conduct a survey.

Customer feedback helps you hone your customers’ specific needs so you can find the best solutions to their problems. The better your offering meets their needs, the more your business will grow.

Always listen carefully to comments and respond promptly, whether it’s a compliment or a complaint. The worst thing you can do is ask for feedback then not address concerns. Even negative feedback is valuable and can give you an honest gauge of customer satisfaction.

4. Connect.

With technology, there are more ways to begin conversations with your customers than ever before. There are many online tools and social media outlets you can use to reach customers.

When you engage with customers online, be careful not to create a one-way conversation. Ask customers questions, and respond to their inquiries.

Also, make sure your website is top-notch, and start a blog to engage your customers and prospects. Build customer relationships through your online presence.

5. Show appreciation.

Reward long-time customers with a loyalty discount program. You can hand out reward cards, or use a loyalty program app to track customer rewards.

With a loyalty program, customers earn points for buying your goods or services. After earning a certain number of points, the customer gets a reward. For example, you could reward a customer with a discount on their next purchase.

Keeping an open and honest line of communication is probably one of the most important aspects of business. And, it will bring in the most customers. So, make sure your brand is strong and build it into your corporate identity and your business will thrive.

12 Ways to Say Yes to Your Conference

Attendees at a conference, 12 steps to planning your event.

From choosing the perfect venue and catering the menu to finding the best speakers, no matter your needs for hosting the best conference, look no further than right in the mirror. Yes, you can plan and carry out a successful event. And here are some easy to follow steps to get you started.

Attending a professional conference provides an unmatched opportunity for attendees to build networks, strengthen their work ethic and get new ideas for the workplace. They also give employees a way to get out of the office and increase employee morale. As a result, these face-to-face events continue to make lasting and sizable contributions to any work environment.

1. Objectives and Goals

When you decide to hold a conference, the first thing to do is to figure out the conference objective and set your intended goals. Why would you make the time and effort to plan this type of event without a purpose? You would just be wasting your time and resources.

So, define that objective. It can be anything from informing attendees about the latest tech gadget to helping colleagues learn the best way to write an interoffice email. Not only should your conference have goals but remember that your attendees will also have their goals and expectations for the event. Most people say they attend an event to gain knowledge or increase skills.

One of the best ways to find a conference objective is to ask those around you what they need. Find something that only you can offer and take it from there. And remember that it can start small. A small idea can find a greater purpose.

2. Conference Location and Venue

Three words: remember your audience. Now is the time to consider who will attend your conference. Plan everything with the needs of your attendees at the forefront, and you will be sure they will get a lot of new information and actionable ideas from the conference.

Find a location that supports the number of people invited and has a comfortable environment for your attendees. Be sure that any necessary technology is available. Think through the entire process, will there be space to greet your guests? Are you providing refreshments or meals? If this is a multiple day event, consider the availability of housing. Remember, it is about a whole event and you want to be prepared.

Conference Speaker

3. Conference Speakers and Subjects

Your event lineup should be enticing to those attending. Find speakers who will be engaging and exciting for those in attendance. Of course, not all subjects will be exciting, but find someone to make them enjoyable.

There are opportunities everywhere to find speakers for any event. Look inside your company, or ask friends and family if they know someone willing to present on a topic that they might find intriguing. But, no matter where you find your speakers, remember to get them on board with your conference objective. For example, there is no point in having someone talk about fish if your conference is about digital literacy.

4. Setting Your Conference Agenda

Begin to set up the schedule for each presenter. Most conferences post their agenda ahead of time. In addition, many planners now have interactive mobile applications to help you schedule speaker times and other activities during your event. But that is just the beginning.

Take it a step further, and make sure that all attendees have access to a schedule to plan their best experience. Everyone should know beforehand what they can expect from your event.

5. Open Every Door

Make sure everyone has the opportunity to take full advantage of your event. Carefully plan the agenda to create an immersive and interactive experience for all attendees.

If you need to, take a poll on what people expect from your objective and work from there. But, no matter what you do, keep the door open for everyone. Sometimes this is as easy as finding a venue with an open floor plan. Other times, it could be activities to get people moving around and communicating with each other.

Panel of experts at a conference

6. Providing the Whole Experience

Your conference needs to be about the whole experience, not just speakers or significant events. To keep everyone engaged and interacting, remember your audience and objective. A conference is more than just someone standing on a stage talking about their topic. It’s creating a collective mind intent on learning everything they can about this subject.

So, even if you are holding a conference about those previously mentioned fish, remember that the ocean is full of different types of fish. Yes, weird analogy, but here is the point: keep the conversations going. There more people are engaged, the better your conference will be for everyone involved and have the opportunity to grow and learn.

7. Interactive Conference Events

When you don’t have someone speaking or presenting, provide other learning opportunities such as mentor programs or expert panels. These small group activities offer incredible chances for people to meet, mingle and often find answers they won’t find anywhere else.

And, what is a conference without networking? Encourage the participants to build relationships with newfound friends and colleagues. While these interactive events can be simple or creative, make time for them, they are significant.

8. Professional Identification

Helping your attendees make lasting connections is a large part of the purpose of any event. So, yes, you need name tags! Make this an easy process by providing event credentials. From badge holders for schedules to speaker name tags, using identification will help everyone involved.

Personal identification is key to any event, including conferences, seminars or trade shows. As an event host or planner, you want your attendees to enjoy networking at your event. And, when they do, they are more likely to return next year. So use quality name badges to put people at ease and make your conference or seminar successful.

Take every opportunity to network at a conference.

9. Networking and Socializing

One of the most important things that can happen during events is the opportunity to develop a supportive system of sharing information and services. With each attendee sporting a name badge, people are more comfortable socializing and more likely to have a positive networking experience.

Provide opportunities throughout the conference for attendees to share their information with others. For example, if you offer printed schedules for use with badge holders, include a QR code for easy sharing. But no matter how information is shared, provide as many opportunities as possible for everyone to mingle.

10. Set the Standards

On the event day, you want to make sure that everyone is comfortable and feels safe. When considering a dress code, consider your venue, attendees, objective, speakers and presenters. Make sure that everyone will be comfortable and still able to maintain your desired level of professionalism.

If your event has activities requiring special equipment, be sure to communicate that to your attendees and, while you are at it, let them know what facilities and equipment will be available for their use.

11. Keep Your Audience in Mind

Whether providing time for breaks or making healthier choices for catered meals, make your conference flow better by keeping your audience in mind. Help your attendees be comfortable while shifting from their daily work life to attending your conference. Plan events with travel time and meals in mind. Make sure multiple options are available when providing food and catering, so no one goes hungry.

It is, after all, about those coming to your event. Make the experience memorable so the participants want to attend another fabulous conference put on by their favorite event planner: YOU!

12. Be Present During the Event

A conference is a grand event, and once it begins, all of the planning is behind you, and hopefully, everything is going well. So don’t disappear into the background now, be sure to participate in all the activities. It is a good idea to ask for feedback throughout the day so that you can take your event planning to the next level in the future.


Examples of products used at a variety of events.

Identification Products for Your Event:

How Lanyards Benefit Your Business

While traditionally these identification tools work well with name tags and name badges, lanyards are good for so much more.

But, what are lanyards?

Imprinted, cord and ribbon custom lanyards sold by Coller Industries Incorporated

From offices and conferences to schools and hospitals, lanyards are everywhere. Not only do these tools help to keep a name tag close and easy to use, but they are great for a broad range of activities. From the workplace to schools and concerts to trade shows, lanyards are a perfect networking and branding tool. Attach keys, name badges, meeting agendas and more to a brightly colored lanyard at your next event.

Make your brand stand out with custom lanyards. A lanyard is often required for identification, but many people don’t realize their full effectiveness. The best thing about a lanyard is that they can have social and practical uses in everyday occasions and special events. From identification to advertising, use lanyards in multiple ways.

Use custom lanyards to add a sense of identity to work functions, conferences, trade shows and other events. When people are flowing through an event venue, it becomes necessary to keep track of them using credentials. Lanyards can add value to the event when customized with the convention name, sponsors or logo on them.

Conversations About A Lanyard

custom lanyards are made from different imprinted materials

A lanyard is a piece of cord or ribbon that is formed into a loop and typically worn around the neck or belt exclusively to hold something, such as a name tag or name badge. They can also come as a chain or be retractable.

What are the different types of lanyards?

Lanyards come in a variety of fabric types and styles. Each fabric type has a unique look, and most of the fabrics can be imprinted with text and logos so they can be personalized. Each lanyard also has different fastener choices to use with name badges.

As lanyards are an easy way to display other identification tools, a variety of people use them every day. College students, teachers, employees in retail stores, some office workers and even government officials all wear them for security and to quickly show identification.

Where are they used, and when would I ever use one?

They are everywhere! Schools, offices, businesses, stores and so many more places use them frequently if not every day. Another common use is during conferences and conventions. Most of the time you would use one when either working at one of these places or helping to promote an event. Custom lanyards printed with text and logos are a great way of getting brands out into the public.

Why would I ever need a lanyard?

Because most lanyards are customized using text and logos, they are incredibly versatile. The text can be a phrase, a date or the name of an event or business. You will typically need to wear a lanyard if you need to have ID or credentials available to show to others or for security proof that you can be in a building or other typically private place.

Promotions, Business Use and Convention Swag

Promotional lanyards usually have a simple design which could include a business name, logo and website. They grab the attention of the people around the wearer and introduce them to their colleagues. When multiple organizations attend an event, a lanyard is also a quick way for people to recognize members from each organization or function.

Custom badge holders and promotional lanyards are great ways to introduce a company to prospective clients and event attendees. Products with logos for events make the event unforgettable. During such an event, lanyards can help to hold a stash of business cards to give away or store new business contact’s cards while also identifying the wearer. People don’t have to carry briefcases, bags or overstuff their pockets.

Trade shows and conventions are a great marketing terrain for customized lanyards and trade show organizers. They provide deluxe and classy organization and identification during any event. They can also double advertising power anywhere. Between networking and socializing, these can promote an idea to everyone in attendance during the event.

If a company requires security cards or photo IDs, lanyards are a great and useful way to keep these items handy. So, as you come to a security checkpoint or somewhere else you might need to show ID, you won’t have to search for your ID card. Lanyards are a low-cost option for identifying who belongs and who doesn’t. When providing employees with custom lanyards with either a company logo or slogan, they are easily identifiable and provide better security.

Everyone uses lanyards!

custom imprinted lanyards are used everywhere including schools, office buildings, sporting events and more.

They are everywhere: schools, office buildings, sporting events and more. So many places use lanyards daily. Another common use is during conferences, conventions and other events.

While frequently used for displaying name tags, these promotional products have many different uses. Most people have found lanyards to be useful in everyday life. Use them to keep track of your keys, or use them to keep pens and other personal items close at hand.

The ABCs of Lanyards

Lanyards provide simplistic and efficient advertising. As they are usually worn around the neck, they remain easily accessible. As such, they are a perfect advertising opportunity. Lanyards make ideal giveaways at trade shows and conventions because they are quality-made and can include your business name and logo. Promotional lanyards will help customers remember your company and establish a positive brand image.

Know Your Audience

Always consider three things when dealing with lanyards: who is wearing it, who will see it and where it will be worn. Providing one during a convention or conference makes sure that there is a good possibility that it goes outside of the event. Lanyards given as part of a uniform are continually around someone’s neck to provide identification. And, remember that when you give someone a lanyard, the message included on it goes where ever the recipient does.

Never underestimate the power of a lanyard. They work with any dress code. Professionals can wear lanyards with their suit, dress shirt or blouse without compromising their appearance. They also allow people to carry their identification or credentials within reach for easy accessibility. And, when everyone wears the same lanyard in a business, it creates a sense of unity among the employees.

Networking is also an important aspect that lanyards are great at helping with. They quickly identify someone not only with a name badge, but with a company name and logo printed in plain sight. Providing employees with a custom lanyard with a business logo or slogan not only allows the employee to keep their name badge handy, but most of those who wear lanyards as part of their uniforms do not remove them after leaving work. This provides your company with extra, and free, walking advertising.

Keeping Consistent Branding

Lanyards are a commercial strategy to increase brand recognition. They will help customers and event attendees remember your company and establish a positive brand image. And, in addition to improving your brand image in your customer’s eyes, the use of promotional products, like custom lanyards, at trade shows opens up endless possibilities for a business to attract new consumers.

The Power of A Branded Lanyard

two branded lanyards from Coller Industries Incorporated

From advertising to practicality, branded lanyards benefit any business.

Custom lanyards have never gone out of style. And they continue to grow in popularity, especially when it comes to how they are branded. From sports team colors to business logos, each lanyard reminds the wearer of where they got it.

And, they are more than just a reminder to the wearer, they also let the beholder know more about your brand. Custom lanyards have the potential to reach far beyond what a name tag or badge does. Lanyards have far more useful applications than a name tag. While name tags are perfect for identifying employees and visitors, lanyards add security, branding and functionality to identification.

Lanyards are incredibly versatile due to their custom nature. Add text, logos, graphics and so much more to promote any brand. The text can be a phrase, a date or the name of an event or business. Wearing a lanyard makes ID or credentials more accessible to show to others or for security proof that you can be in a building or any other typically private place.

Keep your employees branded at all times. Add your logo and company color to a lanyard, and you won’t be able to give them out fast enough. Or, use a slogan or motto on branded lanyards to promote your business. These tools add recognition and identify not only the wearer but the company as well. Often, lanyards are a requirement for access to a building or meeting and can be used this way as advertising.

Maintain Open Communication

From security needs to simple identification for employees, lanyards are a key tool for any business. There are so many ways to use them for your company. They can be used for easy registration or entry management for an event. Using these to carry some form of ID helps everyone at your company feel safe. And, the list goes on.

Every retail worker should wear a lanyard with the company’s name or logo on it so customers know who to ask for help. This avoids the embarrassment of mistaking a fellow shopper for an employee and allows customers to enjoy their experience. It is especially important for cashiers and clerks to wear lanyards so customers know they are giving their money to an official employee. And then of course they are a commercial strategy to increase brand recognition.

Event lanyards clearly define who your staff are and where they belong. Using multiple colors or imprints also helps clarify different people at a business or during an event. Visitors can wear one color and employees another. Or, customize the printing to match your company needs. They also make it easy for employees to show their IDs or credentials to security personnel. By simply taking the time to customize them to differentiate groups, it shows that your brand is professional and you care enough to show it.

So, keep your audience’s attention, strengthen your brand and maintain open communication in your office and at your next event with custom lanyards that match your company goals.

The 7 Rules for a Highly Productive Meeting

The first thing to do is to determine if you even need this meeting to take place. Sometimes meetings happen without prior thought to what their purpose should be and how to bring that to pass. If you think that a meeting is a way to go, ask yourself some quick questions before scheduling it.

But, first things first, what is a meeting?

The Merriam-Webster dictionary defines a meeting as “an act or process of coming together.” A meeting is a gathering of two or more people coming together for a specific purpose. These are commonly held when multiple people need to decide on agendas or ways to achieve a particular goal. They may occur when face to face interaction is required to make a decision. Meetings may also take place over the phone or a video chat. A meeting can be informal, such as a social meeting with friends, or a formal gathering, such as a business luncheon.

A group of people getting acquainted in before a meeting starts.

To avoid wasting time and resources, communication for a meeting’s purpose is critical. Everyone, at some point in time, has attended a meeting and thought during or afterward about why it even happened. Don’t waste time in a meeting that could have been an email or quick one on one discussion with someone.

First, clarify the purpose of your meeting and write it down. Second, decide if this a one way conversation that can be handled in an email or a phone call. And, remember to ask the critical question if any of the information that needs to be shared of a delicate or personal nature. This brings in to question about figuring out who will be attending this meeting and why. And lastly, do you have enough time to prepare adequately?

So, what are the seven rules for planning a meeting?

No matter the purpose of a meeting, whether business related or not, there are specific tasks which need to be completed to accomplish the underlying goal of that meeting. This is where planning comes into play. Yes, meetings can be boring even if planned out, but remember that you need to make sure it is necessary. And, they can be extremely efficient and productive when planned correctly.

The First Rule: Identify the Purpose of the Meeting

There are multiple reasons to hold a meeting. And, the success of your meeting starts with defining why you need to have it and setting the goals and objectives the event will address and solve. Make sure when making the list of reasons to hold the meeting, you are clear and concise. Clarifying the purpose of your meeting is an essential part of planning your event. Clear goals and objectives help with the effectiveness of communication. This ensures that everyone in attendance understands why it is important.

Creating an Agenda

Because all meetings should have a clearly defined purpose, it makes sense that every meeting should have a clearly defined agenda. Creating an agenda will improve communication, even if your meeting is small and only has a few in attendance.

Lay out a sequence for the meeting. Plan time for a brief introduction to provide context, and for a discussion of next steps at the end. Decide how much time to devote to each item and what order makes sense. The longer it is, the harder it will be for people to remain focused, so it is wise to underestimate how much your group can cover in the allotted time.

“A Checklist for Planning Your Next Big Meeting” by HBR Editors, published March 26, 2015

A well-written meeting agenda organizes and outlines the meeting’s required points of conversation. It highlights important information and helps attendees determine their roles and responsibilities within the meeting. For a planning meeting, the agenda is especially important as it helps to ensure that all planning aspects are addressed within the designated time. Define the planning meeting’s logistics. Provide information on the meeting’s time and location. Include special instructions, such as participation codes for conference calls and login information for online meetings.

“How to Create an Agenda for a Planning Meeting” by Charmayne Smith for www.smallbusiness.chron.com

It is important to remember that having an agenda is significant to the productivity of your event. An effective agenda should be clear, concise and readable. Share the agenda with participants when necessary, so it must be easy to follow. This agenda should promote effective communication and show the appropriate actions and steps to take to keep people on track and motivated to complete the tasks the meeting sets forth.

The Second Rule: Inviting the Right People

Now that you have determined that you need to hold a meeting, make sure to invite the correct people. You don’t want unnecessary individuals to put the time and effort into coming to something they either don’t belong at, or don’t need to be at.

In some corporate cultures, employees do not need to participate — they only listen and head back to their work spaces. At other companies, employees participate freely. In today’s collaborative workplaces, interacting and sharing ideas is not only welcome, it’s frequently the purpose of the entire meeting. When you are setting out your expectations, it is also a good time to send out any required reading or material you will want those attending to look over. That way they are prepared when they get to the meeting and there are no surprises.

Consider who can help you accomplish your goal and who will be affected by the meeting’s outcome. Identify key decision makers, people who are knowledgeable about (or have a stake in) the topic at hand, those who need to be informed in order to do their jobs, and anyone who will be required to implement decisions made. What about size? Keep problem solving meetings small (around eight people). Include more people for brainstorming (as many as 18). If you are providing updates or rallying the troops, be as inclusive as you want to be. But remember: time is money. Be conscious of the ripple effects your meeting can have on people’s time across the organization, and only invite those who absolutely have to be there.

The Third Rule: Time and Space

While it may seem simple, planning when and where your meeting will take place is of enormous importance. And, part of planning when it will be will also consist of who is coming. You will need to make sure that everyone will be available to come, especially if their jobs require the information being present at your meeting.

Making sure you have a venue, whether it is the office conference room or a larger gathering hall, is crucial. Make sure you have enough space for everyone.

Make sure that your meeting space fits to your agenda and goals.

As you look for a great location take into consideration the tone of the meeting. A small informal and intimate meeting would work great in a small room with the chairs set into a circle. A formal meeting may require a conference room. Will there be break out sessions? You will need to prepare for multiple rooms. If this is a full or multi day event, do you need to provide a room for a meal or activity? Larger meetings require more space, and it will often take longer to find an appropriate space so plan ahead. Be sure to find a space for your event before you publicize the date. Many people begin planning around a specific date only to find that the selected venue is not available, it may be necessary to make adjustments to the venue or the date, stay open to possibilities.

The Fourth Rule: Preparation

From technology to social media and even how you communicate your invitations to the meeting, you must make sure that everything is adequately prepared. You will need to identify and arrange everything needed for a productive meeting; this includes testing out all technology used during the meeting. Prearrange for all required items for the event, and make sure to pay attention to even the smallest details.

Preparation, a take charge attitude and good oral communication skills are keys to effectively chairing a meeting. It is your responsibility as a chairperson to make sure the meeting fulfills its primary objectives within its preset time parameter. You also need to keep participants engaged and make sure everyone has a voice. Both what you say and how you say it can make the difference between an effective, productive meeting and one that “fails.”

In theory, everyone understands that preparation can make or break an important meeting. The more work you do before you walk into the room, the more productive and efficient you will be. But who has the time to properly prepare? Our checklist makes meeting prep quick and easy—be sure to print it out or save it for later. Each step is described in more detail below. Using the checklist and the principles behind it will ensure that you have covered all your bases—and that you will not be wasting anyone’s time (including your own).

“A Checklist for Planning Your Next Big Meeting” by HBR Editors, published March 26, 2015

Identification for Attendees

Name tags and other identification products are perfect for every meeting

Name tags also provide confidence to those at a conference or event. Even if everyone does not know each other, their names are visible and so introductions feel less intimidating. People can confidently call each another by their names.

The bottom line is that name tags don’t have to be expensive or fancy to be powerful. When used appropriately, name tags help to build community. The power within name tags is real. So put one on today! We have an almost endless variety to meet any need.

The Fifth Rule: Participation

This rule is simple: make sure that everyone in attendance at your meeting knows why they are there. By giving everyone an assignment or asking them to help with a presentation, they will feel of value to the common cause.

From food to printing the agenda, everyone should be able to participate in the meeting. This includes assigning personnel to perform research, develop strategies, disseminate information and implement policies, establishing time frames and benchmark goals, and defining qualitative and quantitative measurement tools to gauge effectiveness. But, make sure to always follow up on actionable items in advance of their due dates.

The Sixth Rule: Stay on Task

From starting on time to your organization, the only way your event will flow without fail lies in your preparation. Every meeting should start with a “call to order” to get attention. Sometimes this can be a random prize drawing or a roll call.

Timing is essential, both from a logistic and productivity standpoint. It can be frustrating when things do not get going because attendees are trickling into the room at their own pace. Make sure to take charge of the meeting. Start promptly and with the “call to order.”

Then, stay on task. Center all conversations around the goals and objectives of your event. Stick to your agenda; that is why you made it in the first place. And, if things start to deviate course, get back as quickly and directly as you can. Make sure that everyone has a chance to be heard, but also make sure to reign the conversation in when necessary.

The Seventh Rule: Meeting Follow Up

Once your event has concluded, take the time to check to see if you need any follow up. Whether it is with one person or the entire attendance roster, follow up in just as important as the meeting itself. You need to measure the result and effectiveness of your event.

A meeting is only as good as the action it results in. Every meeting with an agenda should also have a desired outcome. As the organizer of the meeting you should continue to drive people towards that desired outcome and act like a “ringmaster” of the different opinions and cases presented at the table. Once consensus has been achieved this should be confirmed in an email so that everyone has written confirmation. You should also track your progress against these stated objectives until the task is complete.

And, remember to clean up! From taking down any decorations to cleaning up leftover food, make sure you leave the venue as you found it. This keeps your venue options open for your next meeting (you do not want to blacklist your company from anywhere).


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Event Planning Made Perfect

Event planning is a marketing tool organizations of all sizes use to communicate with current and potential clients and employees. It is the process of planning a festival, ceremony, competition, party, concert or convention. For many industries, nothing beats a hands-on experience created by personal interactions. Whether your event is big or small, the overall attendee experience needs to be good enough for them to want to come back next time.

Event planning is a marketing tool organizations of all sizes use; badge holders, lanyards and ribbons help.

Many large companies, organizations and individuals are now hiring event planners to handle the planning and socializing of their events. These events can range from a wedding to a small office meeting and anywhere between. If not properly planned, any event could have hitches and bumps along the way.

Generally speaking, there are two markets for event planning services: corporate and social.

Corporations host trade shows, conventions, company picnics, meetings and holiday parties for employees, members or stockholders. Social events may include weddings, birthdays, anniversaries, parties and reunions.

The Ever Important Event Planner

Finding a purpose or specialty is one of the first steps in succeeding as an event planner. There are many types of planners (weddings, large events, parties, etc.), so finding a niche may be the easiest task.

There are many reasons to hire an event planner when planning an event or a party. Event planners coordinate all the necessary details of these events. And face it, event planning takes, well, planning. So, why not hire a professional? An experienced event planner should be able to realize anyone’s vision of an event successfully.

A good event planner must have a passion for detail to succeed.

They also need drive and perseverance to stay in this competitive environment. Event planners play many roles during an event. In addition to being designers, they need to be leaders, problem solvers, innovators and strategists. It is also important to appreciate different cultures, religions and traditions.

Those seeking this line of work are encouraged to obtain a degree or certificate before starting this vocation. Most experienced planners agree that jumping in head first is a bad idea as there is no foundation to stand on. Many encourage shadowing or volunteering with an experienced planner to develop the necessary rapport and tools.

Event planning is a highly competitive profession, and anyone considering this line of work needs to show up with a loaded tool belt. Equip this belt with the ability and skill to determine a great and inviting theme and find vendors and suppliers to make any event go smoothly.

Finding Your Tool Belt

Event planning is about managing events intended to achieve unique and individual objectives. Many event planners just starting in the industry spend most of their time marketing themselves and finding clients. During this time, they should also get to know local vendors.

Vendors useful for any event planner are people or places such as florists, caterers, photographers and different venues. A good vendor can always play multiple parts in any event. This list will grow as successful events are accomplished and can be used to maintain that necessary tool belt.

Effective communication is an essential key to successfully researching, designing, planning, and coordinating any special event. Event planning can be overwhelming if the correct tools are not readily available. Knowing all available resources pays off and will help when delegating responsibilities in advance.

Any time people gather together for a purpose, whether it is a conference, a formal dinner or a grand opening, someone needs to manage all the event details to guarantee its success. These details should also include any vendors such as caterers, photographers or speakers, depending on the particular specialty.

Hosting an event takes time, talent and perseverance.

To be a successful event planner requires a focus on these talents. It also requires getting to know the correct tools and how to use them. Merely having an eye for detail helps, but doesn’t complete the task of having the proper tools.

Utilizing the proper tools allows creativity to flow more naturally and create the perfect atmosphere for any event. Let the juices flow and soar above the rest by having these tools readily available for any need. Take steps to make your event a success, and they will come back time and time again.

All themes for significant events can develop from great ideas, but making them come together, work well and have great attendance can be a grueling and daunting task. When an event is well organized, it guarantees a good impression. This first impression is sure to leave a lasting impact. It can also help to set the current trends in event planning.

Expanding Your Event Planning Tools

An important vendor is for custom credentials, name badges and lanyards. As many events require some sort of admission or identification, it is worth investing in these items. A good event planner knows that name tags and other supplies help guests understand where they need to be and who is in attendance.

Identifying Each Visitor

badge holders are only one tool you need for your perfect event planning tool belt

Many corporate events require that attendees wear name tags to be easily identified. These name tags can include names, titles and companies. When everyone is identified clearly at events, it can help ease introductions to others so that attendees can move on to more important activities during the event.

While most name tags are worn at corporate events, they are also used at social events. Remember, identification is critical. Use a name tag for a table number or a descriptive sign for food items. Make sure your attendees know and understand your purpose, who they are, and why they are attending your event, not the one down the hall.

Associating Each Visitor Appropriately:

adding ribbons to your event planning tool belt is essential in making any name badge stand out

Identify sponsors, presenters or speakers with different colored ribbons. Add a promotion or an advertisement to make someone stand out. Or, use these ribbons to differentiate guests and organizations from staff or volunteers. Customize each ribbon to express any desired effect. Choose from an abundance of stock titles or create a new one.

Every event can use some flair. Show style and preparation through packaging and presentation. Use ribbon rolls to illustrate the product’s benefit. Tell people more about the event at first glance with a highly personalized ribbon. Use it to wrap business or calling cards for a unique touch. Create a wall of ribbons that hold the name tags for the event.

Promoting Those in Attendance at Any Event:

Use custom lanyards to add a sense of identity to work functions, conferences, trade shows and other events. When people are flowing through an event venue, keeping track of them using credentials becomes necessary. Lanyards can add value to the event when customized with the convention name, sponsors or logo. Event planners often order the same design on different colored lanyards for different attendees or officials.

lanyards are a great event planning tool

Event planning with badge holders, custom lanyards and badge ribbons.

LEARN EVEN MORE ON OUR MEETINGS, CONFERENCES & EVENTS PAGE.