{"schemaVersion":"1.0","exportedAt":"2026-05-15T12:39:40.372Z","occupation":{"soc":"13-1121.00","title":"Meeting, Convention, and Event Planners","group":"Business & Financial Operations","sector":"92","jobZone":4,"jobZoneInferred":false},"framework":{"version":"v.26.05","description":"","contextCovered":"This framework covers the full planning lifecycle for meetings, conventions, and corporate events — from client consultation and vendor coordination through on-site execution, compliance monitoring, and financial reconciliation — within professional event planning firms and in-house corporate environments.","levels":{"emerging":{"label":"Emerging","statements":["Client objectives and event requirements — gather and document through structured intake consultations under supervisor guidance at a professional event planning firm.","Event facility checklists — apply to inspect venues and confirm basic compliance with customer specifications under direct oversight.","Audio-visual equipment and transportation needs — identify and coordinate availability using standardized request forms for small-scale meetings.","Vendor and site staff communications — support and relay coordination details under the direction of a senior planner for assigned events.","Event financial records — maintain and organize invoices, receipts, and budget tracking spreadsheets using provided templates.","Event bills and payment documentation — review line items for basic accuracy and flag discrepancies to a supervising planner for approval.","Catering, signage, and accommodation logistics — assist in arranging standard services by following established planning protocols.","Project management software and CRM platforms — enter and update event data under supervision to support team-wide coordination workflows.","On-site event activities — monitor attendee flow and escalate compliance concerns or participant issues to the lead planner promptly.","Word processing and desktop publishing tools — draft event programs, signage copy, and participant communications from approved templates."]},"developing":{"label":"Developing","statements":["Client consultation meetings — conduct independently to determine event objectives, scope, and technical requirements for mid-size conferences and conventions.","Event site inspections — perform and evaluate against detailed customer requirement checklists, documenting findings and recommending corrective actions.","Vendor contracts for catering, transportation, and accommodation — negotiate standard terms and coordinate service delivery across multiple suppliers for routine events.","Audio-visual, display, and special needs requirements — arrange and confirm availability by coordinating directly with suppliers and site technical staff.","Event billing packages — review for accuracy, reconcile against contracted services, and approve routine payments within delegated authority.","Financial records for event aspects — maintain comprehensively using financial analysis software, producing post-event cost summaries for client review.","Event activity compliance — monitor against applicable health, safety, and licensing regulations throughout event execution, resolving common problems as they arise.","CRM and database systems — use to manage client histories, vendor contacts, and event specifications across a recurring portfolio of accounts.","On-site staff and service providers — confer with and direct in real time to ensure all logistical details align with the approved event plan.","Event communications materials — write and produce using desktop publishing software, adapting tone and format to diverse professional audiences."]},"proficient":{"label":"Proficient","statements":["Complex multi-day conventions and large-scale corporate events — plan and execute autonomously from initial client consultation through post-event financial reconciliation.","Non-routine participant needs, last-minute vendor failures, and regulatory conflicts — diagnose and resolve independently using critical thinking and established industry networks.","Full event service ecosystems — coordinate across accommodation, catering, transportation, security, signage, and A/V simultaneously to deliver seamless attendee experiences.","Event facility suitability — assess against nuanced and evolving client requirements, negotiating facility modifications and contractual remedies where non-conformance is identified.","Comprehensive event budgets — develop, manage, and reconcile using financial analysis software, ensuring accuracy across all billing cycles and delivering cost outcomes within client parameters.","Regulatory, safety, and public security compliance frameworks — apply across varied event environments, proactively briefing clients and site staff on obligations and risk mitigation measures.","Stakeholder persuasion and negotiation — lead across competing vendor, client, and venue interests to secure favorable terms and creative event solutions for complex accounts.","Geographic and logistical systems — analyze using GIS and project management tools to optimize multi-venue event layouts, attendee routing, and transportation plans.","Event data and performance metrics — monitor and interpret in real time, making judgment-driven decisions to adjust operations and maximize participant satisfaction.","Cloud-based collaboration and web platforms — leverage to coordinate geographically distributed planning teams and deliver real-time event information to clients and attendees."]},"advanced":{"label":"Advanced","statements":["Organizational event planning strategy — define and champion at the enterprise level, aligning event programs with institutional goals and long-range client relationship development.","Industry-wide best practices and emerging methodologies — evaluate and integrate into firm-wide frameworks, setting standards for quality, compliance, and innovation across all event types.","Junior and mid-level planners — mentor and develop through structured coaching, performance feedback, and delegated project responsibility within a professional planning organization.","High-stakes client relationships and enterprise accounts — cultivate and steward by applying advanced social perceptiveness and executive-level consultative skills to anticipate evolving needs.","Complex multi-stakeholder negotiations — lead at the organizational scale, securing strategic venue partnerships, preferred vendor agreements, and sponsorship arrangements that enhance competitive positioning.","Event planning department operations — design and oversee, establishing workflow systems, technology infrastructure, and resource allocation models that maximize team capacity and output quality.","Risk, crisis, and contingency planning frameworks — architect for large-scale public and corporate events, ensuring organizational resilience and regulatory adherence under high-pressure conditions.","Cross-functional collaboration with marketing, finance, and operations leadership — direct to align event programs with brand, budget, and audience engagement objectives across the enterprise.","Thought leadership and professional representation — provide by contributing to industry forums, publishing insights, and advising on policy and standards affecting the meetings and events sector.","Performance measurement systems for event portfolios — build and institutionalize, using systems analysis and data-driven evaluation to drive continuous improvement across the full planning lifecycle."]}}},"sources":{"onet":"v30.2 (CC BY 4.0)","crosswalk":"https://skillscrosswalk.com","generator":"LER.me"},"attribution":"© EBSCOed"}