How a meeting / convention / event planner can use AI, task by task

I work as a meeting / convention / event planner. Part of my job is to consult with customers to determine objectives and requirements for events, such as meetings, conferences, and conventions.

Context: We use Microsoft Dynamics and Blackbaud The Raiser's Edge; the work draws on communications and media, customer and personal service and administrative.
Inquiries: [paste examples, no personal data]
Facts: [policies]

Draft reply templates. Keep answers to 2-3 sentences and flag any that depend on the situation.

I work as a meeting / convention / event planner. Part of my job is to confer with staff at a chosen event site to coordinate details.

Context: We use IBM Lotus Notes and LogMeIn GoToMeeting.
Topic: [new merchandise, customer needs]
Attendees: [sales, purchasing]

Draft an agenda and talking points. Keep it under 150 words with a clear ask, plus a 2-sentence version for chat.

I work as a meeting / convention / event planner. Part of my job is to coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing and event security.

Context: We use Event Management Software and Events Operations Software; the work draws on communications and media, customer and personal service and administrative.
Event: [fundraiser, engagements]
Details: [describe]

Plan schedule, tasks and budget. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as a meeting / convention / event planner. Part of my job is to monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that arise.

Context: We use Event Management Software; the work draws on communications and media, customer and personal service and administrative.
Area: [policy, program, department]
Regulations: [list]
Evidence: [policies, records]

Make a compliance matrix: requirement, evidence, status, action. Make a table: requirement, met / not met / unclear, and the exact evidence.

I work as a meeting / convention / event planner. Part of my job is to arrange the availability of audio-visual equipment, transportation, displays, and other event needs.

Context: We use Event Management Software and Events Operations Software; the work draws on communications and media, customer and personal service and administrative.
Event: [fundraiser, engagements]
Details: [describe]

Plan schedule, tasks and budget. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as a meeting / convention / event planner. Part of my job is to conduct post-event evaluations to determine how future events could be improved.

Context: We use ESRI ArcGIS software and Geographic information system GIS software; the work draws on communications and media, customer and personal service and administrative.
Purpose: [what we want to learn]
Who we'll ask: [group, size]

Draft 10 neutral survey questions with answer scales, explain how to avoid bias, and suggest how to analyze the results.

I work as a meeting / convention / event planner. Part of my job is to plan and develop programs, agendas, budgets, and services according to customer requirements.

Context: We use Microsoft Project and Oracle Primavera Enterprise Project Portfolio Management; the work draws on communications and media, customer and personal service and administrative.
Plan: [fundraising, product lifecycle, business]
Inputs: [goals, costs, resources]

Draft the plan with activities, timeline, budget and targets. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as a meeting / convention / event planner. Part of my job is to negotiate contracts with such service providers and suppliers as hotels, convention centers, and speakers.

Context: We use Microsoft Dynamics and Blackbaud The Raiser's Edge; the work draws on communications and media, customer and personal service and administrative.
Supplier: [type]
Terms: [price, discount, transport]

Prepare and role-play. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

I work as a meeting / convention / event planner. Part of my job is to meet with sponsors and organizing committees to plan scope and format of events, to establish and monitor budgets, or to review administrative procedures and event progress.

Context: We use Event Management Software and Events Operations Software; the work draws on communications and media, customer and personal service and administrative.
Event: [fundraiser, engagements]
Details: [describe]

Plan schedule, tasks and budget. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as a meeting / convention / event planner. Part of my job is to organize registration of event participants.

Context: We use Event Management Software and Events Operations Software; the work draws on communications and media, customer and personal service and administrative.
Event: [fundraiser, engagements]
Details: [describe]

Plan schedule, tasks and budget. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as a meeting / convention / event planner. Part of my job is to read trade publications, attend seminars, and consult with other meeting professionals to keep abreast of meeting management standards and trends.

Context: The work draws on communications and media, customer and personal service and administrative.
Profession: [describe]
Area: [industry deals, safety rules, practice changes]

Brief me on what's new, how it affects my work, and where to keep up. Use examples from my line of work, quiz me with 5 questions one at a time, and list trustworthy sources.

I work as a meeting / convention / event planner. Part of my job is to promote conference, convention and trades show services by performing tasks such as meeting with professional and trade associations, and producing brochures and other publications.

Context: We use Microsoft Dynamics and Blackbaud The Raiser's Edge; the work draws on communications and media, customer and personal service and administrative.
Event: [conference, sponsorship]
Audience: [describe]

Draft promotional messages and outreach plan. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

I work as a meeting / convention / event planner. Part of my job is to develop event topics and choose featured speakers.

Context: We use Event Management Software and Events Operations Software; the work draws on communications and media, customer and personal service and administrative.
Event: [fundraiser, engagements]
Details: [describe]

Plan schedule, tasks and budget. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as a meeting / convention / event planner. Part of my job is to design and implement efforts to publicize events and promote sponsorships.

Context: We use Microsoft Dynamics and Blackbaud The Raiser's Edge; the work draws on communications and media, customer and personal service and administrative.
Event: [conference, sponsorship]
Audience: [describe]

Draft promotional messages and outreach plan. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

I work as a meeting / convention / event planner. Part of my job is to obtain permits from fire and health departments to erect displays and exhibits and serve food at events.

Context: We use Microsoft Access and FileMaker Pro.
What needs approval: [shipment, filing, permit, submission]
Agency or body: [who approves]

List documents required, forms, deadlines, typical questions from the agency, and a tracker template. Point out anything missing or inconsistent and suggest a template I can reuse.