[PDF] CONVENTION & EVENT PRE-PLANNING WORKSHEETS





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CONVENTION & EVENT PRE-PLANNING WORKSHEETS

This list will be used to notify the hotel of any special guests staff members and exceptions to the standard method of payment for the group Please provide a separate list that includes this information VIP/Staff Billing Arrangement Guide: a SAC – Sign All Charges to the Master Account b



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CONVENTION & EVENT

PRE-PLANNING WORKSHEETS

ANAHEIM MARRIOTT HOTEL

Following are the worksheets and forms which we use at the Anaheim Marriott Hotel to plan your meeting. Also included are some forms which may be of help to you in your planning stages.

1.CONVENTION / EVENT RESUME QUESTIONNAIRE

The Convention/Event Resume is the most important document which we put together for your meeting. It communicates your specific requirements to each department of the hotel as well as the set-up information for all your functions. We have put the resume into a questionnaire format to assist you as a planning guide. Please return this to your Event Manager at least (30) days prior to your arrival date or earlier.

2.ROOM SET-UP WORKSHEET

This worksheet may help you and your speakers plan requirements for each of your functions. You can send one sheet for each function and we will transcribe it into our hotel agenda format or you may use your format. Please return your convention/event specifications with your resume questionnaire.

3.ROOMING LIST

When providing the hotel with reservations via rooming list, the preferred format is an Excel spread sheet. We ask you use the attached sample format when sending us your reservations. Please email your rooming list by the cut-off date to your Event Manager. The advantage of using this format is the hotel will be able to quickly download your list into our reservations system and forward you confirmation numbers via email.

4.DATE GUIDELINES

The following date guidelines have been set-up so that you may know when we need a specific piece of information to effectively plan your meeting:

A. One year from arrival:Tentative Agenda

B. Six months from arrival:Final Agenda

C. Six weeks from arrival:Staff/VIP Rooming List (by Cut-Off Date) D. Four weeks from arrival:ALL set-up sheets/requirements

Convention Resume Questionnaire

CONVENTION / EVENT RESUME QUESTIONNAIRE

1.MEETING CONTACTS

Meeting Contacts (Name/Title):

2.INTERMEDIARY CONTACTS

Company Name

Contacts (Name/Title):

3.ORGANIZATION OFFICIALS

Contacts (Name/Title):

4.GROUP NAME

Meeting Name:

Post As:

Official Dates:

5.PRE-EVENT MEETING

When shall we schedule your pre-

event meeting (day/date/time)? CONVENTION / EVENT RESUME QUESTIONNAIRE - CONTINUED . . .

6.POST-EVENT MEETING

When shall we schedule your post-

event meeting (day/date/time)?

7.GROUP PROFILE

This section will give our staff insight

to such questions as: -Who are the attendees? -What is their profession? -What is the focus of the convention? -What is the general age span of attendees? -Anything else that might help the hotel staff better serve the particular needs of your guests?

8.Partnership Performance Goals

The hotel's "Partnership Performance Goals" initiative allows the associates to be particularly keyed in on the

group's top 3 priorities. Can you give me 3 key items that you/group are especially concerned that the hotel

focus' on for this conference? 1. - 2. - 3. -

9.ANTICIPATED ATTENDANCE

Total Attendees (City Wide):

Total In-House Guests:

Participants/Members:

Exhibitors:

Spouses/Guests:

Speakers:

CONVENTION / EVENT RESUME QUESTIONNAIRE - CONTINUED . . .

10.HEADQUARTERS HOTEL

Which facility have you published as

the headquarters hotel?

Overflow Hotels:

If room blocks have been secured at

other hotels, please complete this section.HotelPeak # of Rooms

11.FUTURE SITES

Where will your future meetings be

held?Month, YearLocation

12.MAJOR ARRIVAL DAYS

Is there any way to determine what

time of day guests will be checking into the hotel? If yes, when? Will arrival manifests be available?

13.MAJOR DEPARTURE DAYS

Is there any way to determine what

time of day guests will be checking out of the hotel? If yes, when? Will departure manifests be available?

14.RESERVATION METHOD

How are reservations handled for

the VIPS? Staff? General

Attendees?

CONVENTION / EVENT RESUME QUESTIONNAIRE - CONTINUED . . .

15.TRANSPORTATION

Drive-In:_________%

Fly-In/Train:_________%

Shuttle Information:

Will guests be arriving on busses

provided by the group? Have shuttle discounts been arranged? Is transportation provided for overflow hotels?

16.BILLING INFORMATION

Authorized Signers:

Who will be authorized to sign and

make changes to the master account?

Billing Address:

Attention:

Phone Number:

Fax Number:

Special Notes:

CONVENTION / EVENT RESUME QUESTIONNAIRE - CONTINUED . . .

Billing Format:

Below is our default billing format. Please indicate any changes you would like to customize your bill.

HPlease provide the default format for my billing (check here)Final Bill Production Media (Check One) Mail

E-Mail E-Mail ID:

Bill Report ID'sDaily BillFinal Bill

Cover Summary

Summary of Guest Charges

Guest Folio Presentation

Catering Summary

Banquet Check

Restaurant

Miscellaneous Charges/Credits Summary

Retail POS Check Detail

Image Backup

City-Wide Billing (All Master Accounts to have a single Summary page)

Additional Accounting

Information:

Will you require an advance cash

bank or change during the meeting?

If so, what amount and what

denominations?

Who will review the bill? Will the bill

be reviewed daily or at the conclusion of the meeting?

Do you have any other special

accounting requirements? CONVENTION / EVENT RESUME QUESTIONNAIRE - CONTINUED . . .

17.RESERVATIONS AND FRONT DESK

Arrival: Is there any way to determine

what time of day guests will be checking into the hotel? If yes, when?

Will arrival manifests be available (if so

please send in separate document)?

Departure: Will the program agenda

prompt guests to request late checkout?

Will departure manifests be available (if

so please send in separate document)?

Cash Requirements: Should the

Front Desk prepare for heavy check

cashing or change requests?

Tax Exemptions: Will attendees

present certificates for tax exemption at check-in?

VIP'S/Staff/Billing Exceptions:

This list will be used to notify the hotel of any special guests, staff members, and exceptions to the standard method of payment for the group. Please provide a separate list that includes this information.

VIP/Staff Billing Arrangement Guide:

a.SAC - Sign All Charges to the Master Account b.SRT - Sign Room & Tax to the Master Account (Guests Responsible for Own Incidentals) c.EPO - Attendees are Responsible for All Charges CONVENTION / EVENT RESUME QUESTIONNAIRE - CONTINUED . . .

18.CONVENTION/PROGRAM/EXHIBIT INFORMATION

What are the official dates/hours of

your convention office?

What are the official dates/hours of

your registration desk?

Who is your decorator?

Company/Contact Name:

Phone Number

# of Exhibits

What are the set-up dates/times for

the decorator?

What are the set-up dates/times for

the exhibitors?

What are the dates/times for your

exhibits?

What are the teardown dates/times

for the decorator?

What are the teardown dates/times

for the exhibitors? CONVENTION / EVENT RESUME QUESTIONNAIRE - CONTINUED . . .

OFF PROPERTY ACTIVITIES/TOURS

Please list below any events that will not be held at the Anaheim Marriott Hotel:

DAYDATEDEPART

TIMERETURN

TIMEEVENTLOCATIONDEPARTURE

LOCATION

19.BANQUET SUMMARY

Who will sign the banquet checks?

Will they sign them at each function

or once daily at a specified time?

Are you aware of any special dietary

needs some of your attendees may have such as vegetarian or kosher requirements? CONVENTION / EVENT RESUME QUESTIONNAIRE - CONTINUED . . .

20.OUTLET INFORMATION

How much activity should we expect in the food and beverage outlets:

Breakfast?Light / Medium / Heavy (Circle One)

Lunch?Light / Medium / Heavy (Circle One)

Dinner?Light / Medium / Heavy (Circle One)

Late Night Dining?Light / Medium / Heavy (Circle One) Degrees Lobby BarLight / Medium / Heavy (Circle One)

StarbucksLight / Medium / Heavy (Circle One)

Pizza HutLight / Medium / Heavy (Circle One)

JW SteakhouseLight / Medium / Heavy (Circle One)

Are your attendees early risers for

breakfast?

Is your group likely to utilize room

service? If so, to what extent and for which meals in particular?

Will you be sending amenities to

group VIP's, speakers, etc.?

21.COMMUNICATIONS

Where should we direct general

information inquiries?

Will you provide a message center

for attendees? If so, where will it be located and what are the hours of operation?

What volume of fax activity should

we expect?Light / Medium / Heavy (Circle One) CONVENTION / EVENT RESUME QUESTIONNAIRE - CONTINUED . . .

22.ENGINEERING

Each meeting room is equipped with

one 20 amp circuit. Is auxiliary power required in any meeting room?

Attached is a Power Order Form

Would you like for your

office/storage rooms to be re-keyed?

If so, how many keys will be

required for each room?

Note: $50.00 per door and $500.00

for lost key charge

Attached is a Meeting Room Re-Key

Order Form

23.HOUSEKEEPING

Should VIP rooms be serviced at or

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