Looking for Certified Meeting Professional Templates to download? See the main templates that a Certified Meeting Professional would use in their day-to-day work.
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Certified Meeting Professional Templates
Contents
Certified Meeting Professional Templates
There is a huge number of templates that someone in the Certified Meeting Professional role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Certified Meeting Professional. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Event Budget Template
2. Event Timeline Template
3. Event Registration Form Template
4. Event Evaluation Survey Template
5. Event Venue Comparison Spreadsheet
6. Event Marketing Plan Template
7. Event Sponsorship Proposal Template
8. Event Agenda Template
9. Event Risk Assessment Template
10. Event Postmortem Report Template
Reports
Reports are often prepared by a Certified Meeting Professional to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Attendee Registration Report
2. Budget Analysis Report
3. Venue Availability Report
4. Speaker Evaluation Report
5. Event Feedback Report
6. Sponsorship Revenue Report
7. Event Timeline Report
8. Marketing Campaign Performance Report
9. Vendor Performance Report
10. Post-Event Financial Summary Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Certified Meeting Professional does and how they do it.
1. Event Budget Template
2. Event Timeline Template
3. Venue Selection Template
4. Vendor Contract Template
5. Event Registration Template
6. Event Marketing Template
7. Event Evaluation Template
8. Speaker Agreement Template
9. Event Logistics Template
10. Event Risk Assessment Template
Presentations
Certified Meeting Professional presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Event Budget Template
2. Event Timeline Template
3. Venue Selection Template
4. Speaker Management Template
5. Attendee Registration Template
Legal Docs
There are several key times when a Certified Meeting Professional needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Event Contract Template
2. Non-Disclosure Agreement Template
3. Liability Waiver Template
4. Vendor Agreement Template
5. Speaker Agreement Template
Health & Safety Templates
Health & Safety templates for a Certified Meeting Professional ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Risk Assessment Template
4. Safety Inspection Checklist Template
5. First Aid Kit Inventory Template
Calendars
Setting up Certified Meeting Professional calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Event Calendar
2. Venue Availability Calendar
3. Speaker Schedule Calendar
4. Budget and Expense Calendar
5. Marketing and Promotion Calendar
Invoice Templates
Several types of Certified Meeting Professional invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Event Planning Services Invoice
2. Venue Rental Invoice
3. Catering Services Invoice
4. Audiovisual Equipment Rental Invoice
5. Transportation Services Invoice
Survey Templates
For a Certified Meeting Professional to get insights related to the work they do, they need to send out Certified Meeting Professional surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Attendee Satisfaction Survey
2. Speaker Evaluation Survey
3. Venue Feedback Survey
4. Event Registration Experience Survey
5. Post-Event Follow-up Survey
Meeting Agendas
Having premade Certified Meeting Professional meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Team Meeting
2. Client Consultation Meeting
3. Vendor Negotiation Meeting
4. Event Planning Committee Meeting
5. Post-Event Evaluation Meeting
Budget Templates
To manage finances well, a Certified Meeting Professional would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Event Expenses Budget Template
2. Venue and Facilities Budget Template
3. Food and Beverage Budget Template
4. Marketing and Promotion Budget Template
5. Staffing and Personnel Budget Template
Dashboards
Dashboards are a useful way for a Certified Meeting Professional to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Event Attendance Dashboard
2. Budget and Expenses Dashboard
3. Event Revenue Dashboard
4. Marketing and Promotion Dashboard
5. Event Feedback and Satisfaction Dashboard
Proposal Templates
For bidding or requesting work, a Certified Meeting Professional needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Event Budget Proposal
2. Venue Selection Proposal
3. Event Marketing Proposal
4. Speaker and Entertainment Proposal
5. Event Logistics Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Certified Meeting Professional templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
