In Person Event: Content Creative Meeting Guide
Purpose of the Meeting
- Content creative meetings connect the speaker, organizers, leadership, and event contributors to align on logistics, content and desired learning outcomes.
- It defines the expectations, creative direction, logistical confirmations and technical setup for the presentation.
- Every detail discussed in this meeting will determine how the speaker’s message integrates with the event objectives and audience experience.
Team Preparation
- Ensure all decision makers, leaders, event contributors are invited to the meeting and have reviewed speaker profile.
- Confirm team and speaker availability for a 60-minute meeting between 30-45 days before the event.
- Schedule the meeting with all parties and provide a calendar invitation and virtual meeting link.
- Before the meeting, confirm who from your organization will attend and define each participant’s role in decision-making.
- Establish the event agenda, program flow, logistics, and key contacts with missing information noted to finalize later.
- Prepare a shared list of questions and discussion priorities in advance, including session format, audience engagement, and content alignment.
Meeting Flow
- Begin the meeting by introducing participants, their roles, and their connection to the event.
- Provide the speaker with an overview of the event purpose, audience profile, and topic themes.
- Share relevant challenges the audience or industry is facing.
- Invite the speaker to describe their approach, experience with similar audiences, and how they would shape the session.
- Ask follow-up questions and provide details to help the speaker tailor their proposal.
- Keep the meeting to 60 minutes unless extended time is agreed upon.
Event Purpose and Goals
- Define the purpose of the event, event theme and confirm the main event goals and learning objectives.
- Identify the speaker’s key topic themes and clarify how the speaker’s presentation supports your goals and desired outcomes.
- Review the event agenda and confirm where the speaker fits within the overall program.
- Confirm how success will be measured for both the organization and the audience.
- Record all confirmed details in the event summary.
- Speaker provides questions about audience expectations, prior research, and relevant content ideas.
Content Discovery & Confirmation
- Discuss and confirm event theme, session title, topic description, session goals, and learning outcomes.
- Review other speakers, their topics, and learning outcomes to prevent duplication.
- Align topic focus, content percentages, and time allocation across themes.
- Confirm customization for researched content, current trends, organizational goals, key messaging, and any required announcements or acknowledgements.
- Identify key challenges, opportunities, issues, examples, statistics, stories, or case studies to include or avoid.
Session Format and Durations
- Discuss presentation style, storytelling approach, language, humour, and engagement tools.
- Confirm tone and delivery style and discuss speaker movement, body language, and interactivity.
- Confirm visual and interactive requirements such as slides, videos, or props.
- Confirm approach for facilitation, level of participation, timing of Q&A, and engagement points.
Audience Profile & Communication Standards
- Review audience profile including number of participants, industries, roles, regions, topic familiarity, and experience level.
- Discuss audience sentiment, sensitive areas, mood, engagement level, cultural factors, age ranges, and regional considerations.
- Identify presence of leadership, sponsors, media, or VIP guests and clarify expectations for style, tone, interaction, and internal language.
- Identify topics or examples to avoid and summarize audience challenges, motivations, and desired takeaways.
- Speaker provides proposed communication style and engagement approach; host provides demographics, expectations, and tone guidance.
Audience Engagement
- Define how participation will occur during and after the session.
- Confirm engagement elements such as video playback, video example, activities, Q&A, or polling.
- Review communication tools such as takeaway sheets, apps, workbooks, links, and QR codes.
- Confirm who will manage interaction including moderators or liaison staff.
- Identify onsite support such as microphone runners, timers, or signage.
- Speaker and host confirm engagement plan, interactive questions, and polling content.
Measurable Outcomes
- Define follow-up actions such as surveys, feedback forms, summaries, or resources.
- Define success metrics such as attendance, participation rate, and feedback quality.
- Confirm ownership, storage, and sharing of audience data.
- Confirm how and when the speaker receives engagement results and feedback.
- Host provides evaluation method and reporting timeline.
A/V, Technical, and Production Requirements
- Confirm presentation format, stage setup, room layout, seating arrangement, attire, equipment setup, microphone type, sound system, and audio connection points.
- Review projector, screens, monitors, confidence display, adapters, clicker, cables, and connectivity requirements.
- Confirm presentation loading process, slide or media playback test, and use of speaker notes or confidence monitor.
- Review stage entrance, movement space, sight lines, and whether the session includes recording, live streaming, or production elements.
- Confirm technical rehearsal time, room location, run time, and technical or production contacts for host and speaker.
- Speaker provides slide format, device details, and files; host provides AV contacts, rehearsal schedule, and venue specifications.
Media, Recording, and Broadcast Permissions
- Confirm if the presentation will be filmed, photographed, or live streamed, and clarify the purpose such as archival, internal review, or marketing.
- Confirm ownership, management, storage, sharing, camera angles, framing, and microphone setup for recording.
- Discuss editing, highlight reels, approval steps, and planned use of post-event clips for marketing or internal training.
- Ensure all permissions and rights are confirmed in writing.
- Speaker provides consent, likeness use approvals, and brand guidelines; host provides media policy, distribution plan, and crediting protocol.
Promotional Assets and Social Media Coordination
- Confirm pre-event and post-event promotional activities, release dates, approval processes, and timelines for all content.
- Discuss teaser videos, speaker spotlights, short clips, interviews, live content, and plans for post-event coverage.
- Review event branding, tone, hashtags, key messaging, tagging roles, posting roles, and engagement responsibilities across platforms.
- Identify collaboration steps for promotional content during the event and after the event.
- Speaker provides approved photos, biography, logos, and social handles; host provides branding package, posting schedule, and marketing contacts.
Travel, Onsite Logistics, and Hospitality
- Confirm travel arrangements including booking codes, hotel payment method, flights, hotel details, and ground transportation.
- Confirm who will meet the speaker on arrival and provide check-in details.
- Review the day-of schedule including soundcheck, presentation time, session order, backstage access, stage entrance, and security requirements.
- Confirm diet preferences, seating arrangements, mealtimes, networking expectations, meet-and-greet sessions, book sales, and post-event activities.
- Provide venue map, access points, emergency procedures, program delays, backup plans, and improvisation steps.
- Identify key organizers and decision makers for the speaker to meet.
Final Confirmation and Documentation
- Summarize all confirmed items, owners, due dates, open items, responsible contacts, deadlines, file distribution, contact lists, and escalation paths.
- Confirm next meetings for technical rehearsal, run-of-show review, final check, and schedule the final review call one week before the event.
- Verify receipt of slides, videos, biographies, photos, introduction text, media permissions, recording rights, and distribution rules.
- Verify travel details, itinerary, onsite schedule, agenda, venue access, and hospitality requirements.
- Set the change control process for content and logistics and confirm the communication channel for updates and approvals.
- Host provides the finalized agenda, technical confirmation, and meeting summary and travel confirmations, content and promo material approval.
- Record all confirmations in the event summary and distributes to all parties.