
Who We Are
Services
How we do
it for you
"Your firm's attention to detail enabled Fidelity Investments to have tremendous success with our top clients."
- Phil Meserve, Senior VP, National Sales Manager,
Fidelity Investments,
Boston, MA
|
|
This is how we can do it for you
PROMOTIONAL CAMPAIGN PLANNING & IMPLEMENTATION
- Develop program theme and appropriate logo
- Determine where to mail (home vs. office)
- Develop mailing schedule including number of pieces and administer mailing
- Determine appropriate three dimensional mailers
- Design and write promotional pieces
- Seek assistance from hotels, visitors' bureaus and airlines
- Administration and status reports
TRAVEL PROGRAM DEVELOPMENT and SITE SELECTION
- Client image and perceived value
- Client participant demographics
- Program purpose
- Past destination experience
- Time of year
- Length of travel program vs. flight time and destination accessibility
- Destination research and promotion qualities
- Condition of destination and hotel facilities via site inspection by experienced conference coordinator
- Review all facilities, sightseeing and entertainment
- Availability of unique and exciting activities
- Political stability, security and health considerations
- Develop day-by-day itinerary and Travel Budget
- Program embellishments including nightly gifts
TRAVEL AND PROMOTIONAL BUDGETING
- Determination of off peak value periods
- Hotel negotiating to net pricing
- All ground pricing at net cost plus service
- Contracting for fixed food & beverage pricing
- Contracting for entertainment at fixed pricing
- Determine promotional development, print and distribution charges
- Determine costs of collateral materials
- Determine cost of travel wallet, printed materials
- Calculate travel staff costs
- Determine cost of room gifts, amenities and prizes
PRETRIP DEVELOPMENT AND DISTRIBUTION
- Design program stationery with custom logo / theme
- Write announcement letters, invitations
- Provide customs information and coordinate passport and visa applications
- Provide information on what to pack, suggested attire
- Design and write schedule of events
- Collate Pretrip materials
- Mail completed Pretrip packets to home (or office) prior to program operations
- Design program banner and signs
- Design and write cards to accompany nightly gifts
PROGRAM PLANNING & COORDINATION
- Develop and maintain trip book for each program
- Contract for hotel and ground services
- Finalize meals, entertainment and land transportation requirements
- Finalize participant rooming list and manifests
- Complete purchasing of program details with suppliers
- Handle special requests and "VIP" amenities
- Plan and purchase commemorative gifts, trophies and awards
- Complete briefing of travel director by program coordinator
ON SITE PROGRAM MANAGEMENT
- Early staff arrival and briefing meeting with suppliers
- Review all program details with all suppliers
- Physically inspect all function areas and sample accommodations
- Manage all aspects of the travel program
- Anticipate possible problem areas and develop contingency plans
- Arrange pre-registration of all participants
- Advance each function to make sure details are captured accurately
- Assist participants with individual services as requested
PROGRAM ACCOUNTING AND RECAP
- Review accounting with all suppliers
- Provide accurate final billing and support documents
|
|