Develop a comprehensive event planning framework
Process Improvement
January 3, 2025

Develop a comprehensive event planning framework

This case study outlines the development of a comprehensive event planning framework to enhance organizational efficiency and accountability within SGBN.

Focus

Develop a comprehensive event planning framework that could enhance organizational efficiency.



Services Provided

Consultation, implementation, and group training around a tool called a “RACI Matrix”, identifying which members of the organization are responsible, accountable, (to be) consulted with, and (to be) informed surrounding event planning and execution.



Challenge

As SGBN expanded its programming and event calendar, the organization faced significant operational challenges. With multiple concurrent events and initiatives, the team struggled with unclear roles and responsibilities, leading to inefficiencies and communication breakdowns. There was also a lack of a standardized system for tracking event planning and management.

Our Approach

We employed a collaborative method, engaging SGBN’s team throughout the process to develop a tailored RACI matrix that addressed their unique event planning needs and fostered a culture of accountability.

Collaborative Assessment: Conducted a thorough evaluation of SGBN's current event planning practices and organizational structure, incorporating insights from team members to identify pain points.

Customized RACI Matrix Development: Designed a tailored RACI matrix that clearly defined roles and responsibilities for key event tasks, ensuring alignment and improving workflow efficiency.

Hands-On Training and Support: Provided interactive training sessions for SGBN staff, facilitating the practical application of the RACI matrix and integrating it into their existing project management tools.

Asana Template Implementation: Worked with the Events Manager to develop an Asana template checklist incorporating the RACI framework, streamline setup of new event tasks to enhance operational efficiency.

Outcomes

The technical assistance provided significant improvements in SGBN's operational efficiency and organizational effectiveness, enabling the team to better serve the local business community.  

Enhanced Clarity and Accountability: The implementation of the RACI matrix resulted in clearly defined roles and responsibilities, significantly improving communication and collaboration among team members during event planning.

Streamlined Event Execution: SGBN experienced smoother event operations, leading to increased efficiency and the successful execution of a diverse range of programs without overlapping responsibilities.

Conclusion

By implementing a structured event planning RACI matrix framework and taking a collaborative approach to implementation, he team was able to collectively address key operational challenges.  The training and support provided empowered SGBN staff to integrate these new processes into their workflows, resulting in significant improvements in efficiency and communication.