EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management...

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Introduction to EMBOK The Event Management Body of Knowledge Introduction to EMBOK The Event Management Body of Knowledge By Julia Rutherford Silvers, CSEP Originator of The EMBOK Project Charter member of the International EMBOK Executive* *Glenn AJ Bowdin, Joe Goldblatt, Matthew D. Gonzalez, Janet Landey, Philip Mondor, Kathy Nelson, William J. O'Toole, and Julia Rutherford Silvers © 2007, Julia Rutherford Silvers, CSEP, All Rights Reserved

Transcript of EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management...

Page 1: EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management Body of Knowledge Introduction to EMBOK The Event Management Body of Knowledge By Julia Rutherford

Introduction to

EMBOKThe Event Management

Body of Knowledge

Introduction to

EMBOKThe Event Management

Body of Knowledge

By

Julia Rutherford Silvers, CSEPOriginator of The EMBOK Project

Charter member of the International EMBOK Executive*

*Glenn AJ Bowdin, Joe Goldblatt, Matthew D. Gonzalez, Janet Landey, Philip Mondor, Kathy Nelson, William J. O'Toole, and Julia Rutherford Silvers

© 2007, Julia Rutherford Silvers, CSEP, All Rights Reserved

Page 2: EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management Body of Knowledge Introduction to EMBOK The Event Management Body of Knowledge By Julia Rutherford

PHASES

The EMBOK is a framework that consists of a variety of facets that represent the

fundamentals of events management. It brings together the functions of event management with the event planning

process, as well as provides a structure that facilitates collecting, analyzing, and

retrieving the knowledge surrounding event management.

The International EMBOK Model© 2005, International EMBOK Executive, All Rights Reserved

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CONTINUOUS IMPROVEMENT

CREATIVITY

ETHICS

INTEGRATION

STRATEGIC THINKING

INITIATION

PLANNING

IMPLEMENTATION

EVENT

CLOSURE

E

CII

STC

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

CLASSES

I P IM CE

PHASES

ASSESS

SELECT

MONITOR

COMMUNICATE

DOCUMENT

DOMAINS

The four major facets of the EMBOK include the Phases, Processes, Core Values, and Knowledge Domains. Taken together these represent the scope of events management and provide the primary categories for a knowledge management system or event management system.

The International EMBOK Model© 2005, International EMBOK Executive, All Rights Reserved

Page 4: EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management Body of Knowledge Introduction to EMBOK The Event Management Body of Knowledge By Julia Rutherford

INITIATION

PLANNING

IMPLEMENTATION

EVENT

CLOSURE

CONTINUOUS IMPROVEMENT

CREATIVITY

ETHICS

INTEGRATION

STRATEGIC THINKINGE

CII

STC

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

CLASSES ASSESS

SELECT

MONITOR

COMMUNICATE

DOCUMENT

DOMAINS

I P IM CE

PHASES

The Phases facet of the EMBOK illustrates the sequential nature of event management, highlighting the criticality of time in any event project. The phases include initiation, planning, implementation, the event, and closure, and are derived from traditional project management terminology.

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CONTINUOUS IMPROVEMENT

CREATIVITY

ETHICS

INTEGRATION

STRATEGIC THINKING

INITIATION

PLANNING

IMPLEMENTATION

EVENT

CLOSURE

E

CII

ST

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

CLASSES

I P IM CE

PHASES

DOMAINS ASSESS

SELECT

MONITOR

COMMUNICATE

DOCUMENT

C

The Processes facet of the EMBOK illustrates both a sequential and iterative system that promotes a comprehensive course of action as well as a dynamic approach to the changing nature of events. The Processes include assessment (which includes identification and then analysis), selection, monitoring, communication, and documentation, and are based on widely-accepted process systems.

Page 6: EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management Body of Knowledge Introduction to EMBOK The Event Management Body of Knowledge By Julia Rutherford

CONTINUOUS IMPROVEMENT

CREATIVITY

ETHICS

INTEGRATION

STRATEGIC THINKING

INITIATION

PLANNING

IMPLEMENTATION

EVENT

CLOSURE

E

CII

STC

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

CLASSES

I P IM CE

PHASES

ASSESS

SELECT

MONITOR

COMMUNICATE

DOCUMENT

DOMAINS

The Core Values facet of the EMBOK specifies those principles that must be infused throughout all decisions regarding every element, phase, and process of an event to ensure these decisions facilitate successful and sustainable outcomes. These include continuous improvement, creativity, ethics, project integration, and strategic thinking. No hierarchy of importance is implied; they are all equally vital to excellence in events management.

Page 7: EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management Body of Knowledge Introduction to EMBOK The Event Management Body of Knowledge By Julia Rutherford

CONTINUOUS IMPROVEMENT

CREATIVITY

ETHICS

INTEGRATION

STRATEGIC THINKING

INITIATION

PLANNING

IMPLEMENTATION

EVENT

CLOSURE

E

CII

STC

I P IM CE

PHASES

ASSESS

SELECT

MONITOR

COMMUNICATE

DOCUMENT

DOMAINS

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

CLASSES

The Domains facet of the EMBOK represents the overarching areas of activity or functions within events management. They illustrate the full scope of the responsibilities assigned to event organizers as well as categories suitable for an organizational structure or effective knowledge management. Note that these are organized alphabetically, again without any implied hierarchy or sequential application.

Page 8: EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management Body of Knowledge Introduction to EMBOK The Event Management Body of Knowledge By Julia Rutherford

CONTINUOUS IMPROVEMENT

CREATIVITY

ETHICS

INTEGRATION

STRATEGIC THINKING

INITIATION

PLANNING

IMPLEMENTATION

EVENT

CLOSURE

E

CII

STC

I P IM CE

PHASES

ASSESS

SELECT

MONITOR

COMMUNICATE

DOCUMENT

DOMAINS

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

CLASSESHuman Resources

Financial

Information

Procurement

Stakeholders

Systems

Time

The Administration domain deals primarily with the proper allocation, direction, and control of the resources used in an event project. Since resources are finite by definition, it is imperative that they be acquired, developed, and utilized in the most efficient and effective manner to benefit the event project.

Page 9: EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management Body of Knowledge Introduction to EMBOK The Event Management Body of Knowledge By Julia Rutherford

CONTINUOUS IMPROVEMENT

CREATIVITY

ETHICS

INTEGRATION

STRATEGIC THINKING

INITIATION

PLANNING

IMPLEMENTATION

EVENT

CLOSURE

E

CII

STC

I P IM CE

PHASES

ASSESS

SELECT

MONITOR

COMMUNICATE

DOCUMENT

DOMAINS

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

CLASSES

Content

Catering

Entertainment

Environment

Production

Program

Theme

The Design domain focuses on the artistic interpretation and expression of the goals and objectives of the event project and itsexperiential dimensions. The elements developed within each functional area combine to create the event experience encounter that will either be enjoyed or endured.

Page 10: EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management Body of Knowledge Introduction to EMBOK The Event Management Body of Knowledge By Julia Rutherford

CONTINUOUS IMPROVEMENT

CREATIVITY

ETHICS

INTEGRATION

STRATEGIC THINKING

INITIATION

PLANNING

IMPLEMENTATION

EVENT

CLOSURE

E

CII

STC

I P IM CE

PHASES

ASSESS

SELECT

MONITOR

COMMUNICATE

DOCUMENT

DOMAINS

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

CLASSES

Materials

Marketing Plan

Merchandising

Promotions

Public Relations

Sales

Sponsorship

The Marketing domain addresses the functions that facilitate business development, cultivate economic and political support, and shape the image and value of the event project. The nature of the event as an “experience” necessitates a thorough understanding of the unique buyer-seller relationship associated with this intangible product. This domain deals with the development and management of the:

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CONTINUOUS IMPROVEMENT

CREATIVITY

ETHICS

INTEGRATION

STRATEGIC THINKING

INITIATION

PLANNING

IMPLEMENTATION

EVENT

CLOSURE

E

CII

STC

I P IM CE

PHASES

ASSESS

SELECT

MONITOR

COMMUNICATE

DOCUMENT

DOMAINS

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

CLASSES

Communications

Attendees

Infrastructure

Logistics

Participants

Site

Technical

The Operations domain concentrates on the people, products, equipment, and services that will be brought together on-site to produce the event project, as well as the roles, responsibilities, applications, and maneuvers associated with each. Impeccable coordination is required in order to manage this symphony (or cacophony) of logistical and functional requirements and expectations.

Page 12: EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management Body of Knowledge Introduction to EMBOK The Event Management Body of Knowledge By Julia Rutherford

CONTINUOUS IMPROVEMENT

CREATIVITY

ETHICS

INTEGRATION

STRATEGIC THINKING

INITIATION

PLANNING

IMPLEMENTATION

EVENT

CLOSURE

E

CII

STC

I P IM CE

PHASES

ASSESS

SELECT

MONITOR

COMMUNICATE

DOCUMENT

DOMAINS

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

CLASSES

Decision Mgmt.

Compliance

Emergency Mgmt.

Health & Safety

Insurance

Legal

Security

The Risk domain deals with the protective obligations, opportunities, and legalities traditionally associated with any enterprise, including an event project. These areas are inextricably linked with every choice made and all activities conducted, and are increasingly mandated by stakeholders ranging from regulatory authorities to discriminating event consumers.

Page 13: EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management Body of Knowledge Introduction to EMBOK The Event Management Body of Knowledge By Julia Rutherford

CONTINUOUS IMPROVEMENT

CREATIVITY

ETHICS

INTEGRATION

STRATEGIC THINKING

INITIATION

PLANNING

IMPLEMENTATION

EVENT

CLOSURE

E

CII

STC

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

CLASSES

I P IM CE

PHASES

ASSESS

SELECT

MONITOR

COMMUNICATE

DOCUMENT

DOMAINS

The EMBOK framework is an open source tool in the public domain. It does not cost anything to use it; you are free to adapt it to your specific needs. It serves as a point of reference for a broad spectrum of stakeholders including event organizers, industryassociations, educational institutions, sponsors, regulatory agencies, and quality assurance and competency initiatives worldwide.

The International EMBOK Model© 2005, International EMBOK Executive, All Rights Reserved

Page 14: EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management Body of Knowledge Introduction to EMBOK The Event Management Body of Knowledge By Julia Rutherford

Decision

Compliance

Emergency

Health & Safety

Insurance

Legal

Security

Communications

Attendee

Infrastructure

Logistics

Participant

Site

Technical

Materials

Marketing Plan

Merchandising

Promotions

Public Relations

Sales

Sponsorship

Content

Catering

Entertainment

Environment

Production

Program

Theme

Human Resources

Financial

Information

Procurement

Stakeholders

Systems

Time

DESIGN

ADMINISTRATION

MARKETING

OPERATIONS

RISK

© 2007, Julia Rutherford Silvers, CSEP, All Rights Reserved

•Event professionals may use it to identify the gaps in their expertise and experience in order to steer th eir professional development endeavors or to determine areas of specialization for their career paths or marketing efforts.

•They may use it as an event management system, an assessment system, a risk management system, a knowledge management system, and countless other adaptations.

•They may use it to develop checklists, task lists, and numerous other job performance aids, as well as workforce training programs.

•The EMBOK can be a structure for everything from creating budgets to analyzing insurance requirements; estimating staffing needs to developing sponsorship strategies; establishing sit e selection criteria to devising procurement plans; a nd conducting feasibility studies to performing risk assessments.

But, bottom line, organizers using the EMBOK framework may approach the complex job of event management in a comprehensive manner, ensuring all critical functional responsibilities, possibili ties, and opportunities are addressed properly and completely.

So, to answer the question “What’s in it for me?” or “How do I use the EMBOK framework?”…

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Entertainment

Sponsorship

© 2007, Julia Rutherford Silvers, CSEP, All Rights Reserved

When one looks at the 35 elements included in the f ive domains and then considers the vast number of applications and implications each element represen ts, as well as the effect each decision regarding each element has on every other element, the scope of responsibilities (and opportunities) may seem overwhelming.

However, using the EMBOK allows one to systematically approach one’s duty to perform due diligence, reducing the ubiquitous “Oh, I forgot!”or “I didn’t know!”, and increasing the effective use of opportunity management to the benefit of the event host and attendee alike.

Page 16: EMBOK - Kişisel Kurtarılmış Bö · PDF fileIntroduction to EMBOK The Event Management Body of Knowledge Introduction to EMBOK The Event Management Body of Knowledge By Julia Rutherford

CONTINUOUS IMPROVEMENT

CREATIVITY

ETHICS

INTEGRATION

STRATEGIC THINKING

INITIATION

PLANNING

IMPLEMENTATION

EVENT

CLOSURE

E

CII

STC

ADMINISTRATION

DESIGN

MARKETING

OPERATIONS

RISK

CLASSES

I P IM CE

PHASES

ASSESS

SELECT

MONITOR

COMMUNICATE

DOCUMENT

DOMAINS

The International EMBOK Model© 2005, International EMBOK Executive, All Rights Reserved

The EMBOK will help us all become better professionals, AND be recognized AS professionals by illustrating the scope and complexity of this profession to internal and external constituents and stakeholders, current and future practitioners, and allied and supplier industries, thereby increasing respect and reverence for the profession of events management and the specialized skills and knowledge it requires.