Strategic Meetings Management is worth doing when meetings and events are being bought in enough places, by enough people, that nobody can see the whole picture. Where that is not true, it is overhead.

The questions below are the ones we would ask in a first conversation. Answer them honestly — about an ordinary week, not your best one — and the result will place you against our five-level maturity model with a suggestion of where to start. Nothing is submitted or stored.

SMM readiness assessment

0 of 10

  1. 01Do you know approximately how much your organisation spends annually on meetings and events?
  2. 02Can procurement see meeting and event commitments across departments?
  3. 03Do teams follow a consistent venue sourcing process?
  4. 04Do you have preferred venues and suppliers?
  5. 05Are negotiated terms used consistently when those suppliers are booked?
  6. 06Can you report meeting and event activity by department?
  7. 07Do you have a meetings policy?
  8. 08Is there a clear route for an employee who needs to organise an event?
  9. 09Do you consolidate supplier spend where the same suppliers are used repeatedly?
  10. 10Do you review meeting and event data periodically?

10 questions left.

Nothing is submitted or stored. The result appears on this page only, and disappears when you close it.

What your result means

The five levels are descriptive rather than graded. Most organisations sit between two of them, and the useful placement is the lower one, because that is where the next piece of work actually is.

The five levels and the sensible next move at each

Level 1 — Fragmented

What it describes
Departments manage meetings independently. No shared view of activity or spend, and procurement usually sees the invoice rather than the requirement.
Where to start
Measure before you restructure. Establish roughly what is being spent and with whom. See how to measure meetings spend.

Level 2 — Visible

What it describes
Information exists and patterns are identifiable, but it is assembled retrospectively rather than captured as requirements arrive.
Where to start
Create a single route in and capture a handful of fields every time. See centralising meetings and events.

Level 3 — Coordinated

What it describes
A recognised route exists, sourcing follows a method and a policy is in place. The gaps are commercial rather than procedural.
Where to start
Consolidate repeat suppliers and make contracting consistent. See preferred venue programme.

Level 4 — Managed

What it describes
A programme is operating: managed suppliers, defined thresholds, regular reporting to procurement and finance.
Where to start
Shift from how meetings are bought to which should happen at all. See measuring meeting ROI.

Level 5 — Strategic

What it describes
Activity is planned as a portfolio and reviewed against organisational objectives.
Where to start
Maintenance and challenge: keep supplier arrangements competitive and the data honest. Guard the review cadence.

The questions underneath the questions

A score is only useful if you understand what each answer costs. Here is what a “no” actually means in practice, in the order the diagnosis usually matters.

Does the organisation know its total meetings and events spend? Without a number, meetings are not a category — they are a collection of unrelated transactions. Nothing follows from a figure nobody has: you cannot negotiate on volume you cannot evidence, you cannot prioritise, and you cannot demonstrate improvement because you have no baseline to improve from. This is the question that gates every other one.

Are different departments sourcing the same venues independently? Where they are, the organisation is competing with itself. Two departments approach the same venue group in the same quarter, each presenting as a single small booking, and each agrees a rate accordingly. The venue knows the aggregate; you do not. That asymmetry is the most reliably expensive thing on this list.

Does procurement see requirements before suppliers are selected? If procurement first sees a meeting at the invoice, its influence is limited to querying something already committed. Everything that matters commercially — competition, terms, cancellation exposure — was decided by somebody who was trying to book a room quickly. See meetings procurement.

Are meeting contracts managed consistently? Venue contracts carry cancellation schedules, attrition clauses and liability positions that are routinely accepted by people with no authority to accept them and no training in what they mean. The cost is invisible until an event is postponed, at which point it becomes a single large number that nobody budgeted for.

Can you identify your most frequently used venues? If not, you cannot consolidate, and you are almost certainly paying transactional rates to suppliers you use often enough to have negotiated with. The most common finding in a first data exercise is that three or four venues account for a substantial share of activity and none of them has a rate agreement.

Can you see meeting and event activity across departments? Without cross-departmental visibility, duplication is undetectable — two teams running similar events for overlapping audiences six weeks apart, neither aware of the other. There is also a duty of care dimension: if you cannot see the activity, you cannot say with confidence where your people are.

Are preferred suppliers actually being used? A preferred list that exists but is bypassed is worse than no list. It creates the belief that the commercial work has been done while the volume continues to leak elsewhere, and it makes the next negotiation harder because the committed volume never materialised.

Is there a consistent process for commissioning meetings? Where there is not, every requirement is organised by whoever raised it, at whatever standard they happen to apply, at the cost of their actual job. That last part is the hidden expense: senior people spending hours on venue logistics is a real cost that never appears as one.

When SMM is not the answer

There are organisations for which a programme would be a net negative, and it is worth being direct about which.

01

Low volume

A handful of meetings a year does not justify a framework. The governance would cost more attention than the spend warrants. Use good venue sourcing when you need it and leave the rest alone.

02

A single site

One location, one set of suppliers, one group of people who all talk to each other. The visibility problem a programme solves largely does not exist. Consistent contracting is probably the only gap worth closing.

03

One person with genuine full visibility

Where a single capable individual really does see every requirement, you already have coordination. The risk is succession rather than process — so write down what they know, but do not build a programme around a problem you do not have.

04

Mid-restructure, no capacity to own it

A programme with no owner fails, and it fails in a way that makes the second attempt harder. If nobody can credibly hold this for the next year, wait. Doing it later is better than doing it badly now.

There is also a partial case worth naming. Some organisations have a real fragmentation problem in one area — conferences, or training, or client hospitality — and no issue anywhere else. The answer there is not a full programme but better buying in the one place it matters, which is closer to venue procurement than to Strategic Meetings Management as a discipline. SMM versus venue finding sets out where that line falls.

If you are somewhere in the middle — enough volume to be uncomfortable, not enough to justify enterprise machinery — that is the position mid-market Strategic Meetings Management is written for.

If the answer is yes, what happens next

Nothing dramatic, and nothing expensive. The next step is a conversation about what your answers actually describe, followed by measurement — because the first real decision, about ownership and scope, is much easier to make when there is a number on the table.

The sequence from there is set out in implementing Strategic Meetings Management, and the anatomy of what you would eventually build in the SMM programme. If you need to argue for it internally first, building the business case is the relevant page.

Frequently asked questions

01How much meetings spend justifies a programme?

There is no threshold figure, and anyone offering one is guessing. Volume and dispersion matter more than value: an organisation spending moderately across nine departments and four sites has a stronger case than one spending more from a single team.

The practical test is whether anybody can currently answer a straightforward question about total activity without starting a project to find out.

02Is this only relevant to large organisations?

No. Large organisations tend to have the most fragmentation, but they also tend to have some coordination already. Mid-market organisations frequently have the sharpest version of the problem — enough volume for it to matter, not enough structure to see it.

What does not work is applying enterprise-scale machinery to mid-market volume, which is why mid-market SMM is a distinct conversation.

03We already use an agency for venue finding. Do we need this as well?

It depends on whether the agency is used consistently across the organisation or by one department. Venue finding solves the sourcing of individual events; it does not by itself produce policy, thresholds, cross-departmental visibility or programme reporting.

SMM versus venue finding covers the distinction properly.

04Is this the same as adding meetings to our travel programme?

They are related and they are not the same. Travel management is largely transactional and well served by booking tools; meetings involve contracts, cancellation exposure, sourcing judgement and delegate logistics that do not fit that model.

See SMM versus travel management for where the two genuinely overlap.

05Who should own this internally?

Usually procurement holds the category and an events or executive support function runs the requests. What matters more than the choice is that someone is named and that a sponsor exists above them.

Meetings governance covers the structures, and implementing SMM covers why this decision sets the pace of everything else.

06Does the tool store our answers?

No. The result is calculated in your browser and appears on the page only. Nothing is submitted, nothing is stored and closing the page discards it.

07What if our departments sit at very different levels?

That is common, particularly across multiple offices or in decentralised organisations. Answer for the organisation as a whole first, then consider whether one division is far enough ahead or behind to warrant its own assessment.

  1. 01Our frameworkThe SMM maturity modelThe five levels your result maps to, in full.
  2. 02A structured piece of workSMM assessmentThe deeper, evidence-based version of this exercise.
  3. 03The disciplineWhat is Strategic Meetings Management?The discipline explained, if you want the background first.
  4. 04SequencingImplementing SMMWhat happens next, in what order, if the answer is yes.