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Collaborative Planning in The Digital Age

Technology has changed the way businesses work together and has brought powerful tools to the hands of event planners. As a professional who manages and communicates with dozens of unique vendors for each event, finding and deploying the right software can save you time and energy. In this session you will learn the current trends and best use scenarios for collaborative event planning software.
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0% found this document useful (0 votes)
54 views15 pages

Collaborative Planning in The Digital Age

Technology has changed the way businesses work together and has brought powerful tools to the hands of event planners. As a professional who manages and communicates with dozens of unique vendors for each event, finding and deploying the right software can save you time and energy. In this session you will learn the current trends and best use scenarios for collaborative event planning software.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Collaborative Event Planning in the Digital Age

Presented by: David Jacobson, CEO & Co-Founder, ThymeBase


Problem

Planning an event is time-consuming, detail-


oriented, communication intensive, creatively
demanding HARD
Solution

Digital collaboration makes planning EASY.


Gather, organize, and communication
information remotely.
About Me

David Jacobson
CEO & Co-Founder, ThymeBase
MBA, MSA
San Francisco, Chicago

ThymeBase is building the platform where events


get planned.
How’d we get here?

Communication: Organization: Integration:


• Email • File storage • All-in-one platforms
• Instant messaging • File sharing • Outside tools
Who is involved?

Totally separate businesses:

Internal team: External team: Clients:


• Lead planner • Vendors • Main contact
• Day-of staff • Vendor support staff • Support staff
• Managers • Venue • Friends
Scenarios

Booking Catering:

Sourcing: Contract: Details:


• Find caterers • Send contract • Get final head count
• Check availability • Amend contract • Share final head count
• Send RFP • Get contract signed • Get food preferences
• Arrange tasting • Send deposit • Share food preferences
• Get approval from client • Share day-of timeline
• Share venue details with caterer
• Share caterer details with venue
What’s out there?

Planning tools fall into three main categories:

Guest management: Event-specific: Project management:


• RSVP and ticketing • Seating and layouts • Tasks and timelines
• Marketing • Budget tracking • File storage
• Experience • Design • Communication
Project Management Tools

Gather, store, and share information.

Gather: Store: Share:


• Input information • Dependencies • Confirmation tracking
• Forms • Cross-reference • Context
• Email • Organization • Access
Productivity Tools

Focus on affordability and versatility

Pros: Cons: Software:


• Inexpensive • Unstructured • G Drive
• Easy to use • Heavy reliance on • Trello
integration • Dubsado
General Project Management Tools

Focus on organization and task completion

Pros: Cons: Software:


• Granularity • Lacks basic tools • Monday
• Built for optimal • Made for enterprise • Asana
workflows teams • Airtable
Event Planning Tools

Focus on organization, communication, and event-specifics

Pros: Cons: Software:


• Built for events • Bloated • Cvent
• Makes sourcing • Expensive • Aventri
easy • Planning Pod
ThymeBase

Built for event professionals to get work done

Organization: Communication: Collaboration:


• Detailed tasks • Contextual commenting • Assigning tasks
• File storage • Easy sharing • Client portal
• Universal access • Notifications and alerts • Vendor access
Final Thoughts

There’s a product for everyone:

Team: Budget: Flexibility:


• Just me • I like free • Point and click
• I’ve got a team • If it works, I’ll pay • Roll up my sleeves
Contact

David Jacobson
david@thymebase.com

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