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"They are knowledgeable and have set systems in place that have greatly streamlined processes."

Client Feedback

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Caldwell Group, LTD.

Process is key in planning a successful meeting.

The Caldwell Group provides top quality people utilizing state-of-the-art technology to streamline the planning process while paying close attention to every detail.   Careful pre-planning allows us to execute a meeting that creates the impact you need while respecting your budget parameters.   Our planning process enables your staff to follow the progress of the meeting so we become an extension of your planning department.

Pre-planning Meeting

Hotel
Negotiation

Attendance &
Prep

On-Site Management

Final Accounting

  • Meet with clients to determine strategy & scope

Site Selection

  • Prepare facility specs
  • Evaluate locations
  • Check hotel rates & availability
  • Prepare cost estimate and budget
  • Coordinate site inspection
  • Prepare agreement

 

  • Negotiate rates including: guest rooms, meeting rooms, food & beverage
  • Prepare contracts

Destination Management

  • Research qualified vendors (DMC)
  • Negotiate, select DMC, prepare contracts & purchase orders
  • Maintain effective communication between client and DMC partner
  • Coordinate arrivals & departures information and facilitate changes
  • Design customized activity programs, manage logistics prior to program & on-site
  • Initiate on-line registration website, invitations, meeting information
  • Itemized budget projections for food, activities, transportation, audio/visual, amenities, hotel accommodations, miscellaneous
  • Design & print Program of Events
  • Develop creative elements to include: theme, logo, special handouts or invitations
  • Detail schedule of participant mailings
  • Research amenity options
  • Coordinate arrivals & departures
  • Manage guestroom inventory
  • Oversee agenda, group movements, meeting flow
  • Assist VIPs & speakers
  • Coordinate with audio/visual vendors
  • Handle meeting materials & meeting rooms sets
  • Arrange attendee registration & assistance desk
  • Orchestrate special events and dine-around restaurants
  • Facilitate special   activities
  • Manage on-site staff
  • Reconcile all supplier bills
  • Document all charges
  • Ensure accurate hotel room inventory, charges, usage
  • Reconcile air transportation ticketing costs
  • Prepare final billing, which includes a recap of all program charges with supporting documentation
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