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Intro Before you leave
Road Tips
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by Jennifer Juergens On the road again? Meeting planners are frequent travelers: They spend many hours waiting in airports, sitting on planes and driving -- or standing -- in traffic. They often find themselves living in hotels for days at a time. These "interruptions in routine" are routine; the successful planner cannot let them slow him down. "You have to be totally organized," says Bonnie Pearce, the planner president of Bonnie Pearce Associates, Albany, N.Y. "You are always going to be negotiating with time, and you always have to accomplish something." How, then, can planners keep ontop of their workloads while traveling? How can they
take time that could be a dead loss and make it work for them?
For one thing, they can take the advice of other planners and time mananement experts. The
latter, often speakers who travel extensively themselves, have given the problems of
roadtime particularly careful consideration. "You have to develop good habits. I "Don't leave home without it."
So says Jerry Teplitz of Jerry Teplitz Enterprises about his ever-present, easy-to-use
luggage cart. Baker ships out speaking materials in advance and makes sure they are there before he
is. "Sometimes we've even had a double shipment, nothing to chance," he says. Merrill Douglass, who for the past two decades has spent 160 days a year on the road,
has taken this kind of organized packing to its limits. He has designed and had made a
special leather insert for his briefcase. It has pockets to hold his calculator, dictating
machine, pencils, post-its, stamped postcards, writing pads, stationery for writing his
children, his passport and color-coded file folders -- green for finished work, red for
unfinished work, etc. Everything is in its place and is easy to locate. BEFORE YOU LEAVE ON THE ROAD AGAIN Fred Pryor suggests using a dictating machine in either a car or plane.
"Most people don't use dictating equipment proficiently, but it can be very
useful." Larry Baker says that, while cellular phones are becoming popular with people who drive
frequently, salespeople use them much more often than meeting planners. "In three or
four years, we'll see them more," he says. "Planners will have to look at how
many calles they miss and see what the value of those call is." Elam of Great American Reserve Insurance Co., Dallas advises calling to make another reservation before getting on line. That way, the traveler doesn't have to worry that all the available seats will be taken by the time he gets to the counter. He can be assured his reservation is in the computer. Also, Elam always carries an air flight guide to check altenative flights. Teplitz says he saves minutes and stress by not checking luggage. If his connection is tight, he can run for a plane with luggage cart in tow. "I can get easily from one terminal to another," he says. "I think the luggage cart is a wonderful thing." As for the time spent on airplanes, Sandy Bohl, president of Professional Conferences, Sharon, Conn., says it makes her dream of buying a portable computer. "I've wasted a lot of hours on planes, especially on the long flights. I could be getting a lot of work done. A computer also would be great when I get ideas or for conununicating with the office," she says. Fred Pryor agrees on the usefulness of laptop computers. He spends his time on the plane writing speeches and updating files and schedules on his laptop. (Tepliz warns anyone taking a computer out of the country to have it registered with U.S. Customs before boarding. He adds that, if a computer is company owned, it must be accompanied by a validated export license.) Working on a plane does not, however, necessarily mean lugging a computer. Time Management's Douglass, for example, often uses flying time to correspond with clients. Rather than dictate for later transcription, he writes on prestamped cards. "I'd rather do it by hand, and just drop it in the mailbox," he says. ONCE YOU GET THERE Many planners have devised ways to keep on schedule when traveling. Consoliated Aluminum's Marshak says she does most of her planning for future meetings while she's on the road visiting sites. "I have individual folders for each person I'm going to meet: the sales staff, the reservations manager, convention services, etc. I have questions prepared for each, which is time saving for them and for myself. I keep notes on our meetings, which include ideas and details that have been discussed." Professional Conferences' Sandy Bohl keeps a diary in which she records the details of each meeting. It includes the attendance list, an outline with an agenda, airline information, schedules and contracts. "Every meeting has its own section, and every meeting is in it," she says. "I keep the entries up to date. Although I feel like a walking office, the diary shows me what I should be doing when." Planner Bonnie Pearce also feels that the only way to keep everything running smoothly is to touch every file --present meetings and future meetings --every day. "Even if the meeting is three months down the road, I have a 'to do' list on the front of the file. I follow up on everything," she says. "I never go to bed at night before I make my agenda for the next day. Then when I get up I review it."
MEANWHILE, BACK AT THE OFFICE Pearce points out that the staff must be trained in the field to do the most effective job. "I have two others in my office who know how I work. They think for me. It's a marriage. They are treated as partners and feel they have ownership." Greg Elam agrees that an office that runs smoothly starts with people who understand you and your priorities. His basic rule is: "If anything goes wrong I want to know before anyone else so I can solve it and figure out how we can avoid the problem in the future." Pryor gets specific. He says that when a planner phones the office, he or she should talk to the staff in terms of expectations. "Hold them accountable for their results. Find out their level of progress." MAKING TIME FOR YOURSELF Being organized comes down to having the ability to set goals, which in turn leads to setting priorities, according to Fred Pryor, author of The Energetic Manager and chairman of the Board of Pryor Resources, Shawnee Mission, Kan. "You have to generate energy and excitement in what you are doing," he says. "It comes down to romanticizing everything you do. You can either sit there and think of work as an obligation, or turn everything up and get into it. It is a constant mental shift. The scientific definition of energy is the ability to do work. You have to think the journey is the destination rather than only being satisfied when you get the job done." Jerry Teplitz Enterprises, Inc. Virginia Beach, VA 23454 (757) 431-1317 1-800-77-RELAX
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