Owner

U

Untitled

U

Untitled

Verification

Verified

Department

Companywide

Type

Standard Procedure

Use Cases

Company Wide

SOP Overview

Link to Event Form: https://noteforms.com/forms/event-request-form-submissions-txz5e3

Database:

‣

Reference Key

‣

Loom Demo Timecodes

Table of Contents

• Reference Key
• Loom Demo Timecodes
• Step-By-Step Instructions
• Objective
• Key Steps
• Cautionary Notes
• Tips for Efficiency

Documentation and Resources

Add/Upload Documentation and resources related to this SOP

Related Systems/Applications

Step-By-Step Instructions

Objective

To guide users through the process of submitting an event request form, including key steps and communication expectations on the subsequent approval or denial process.

Key Steps

1. Input event title, select name from dropdown, and choose event type.
2. Select event date and time, with options for additional dates if needed.
3. Fill in venue details, external point of contact name, and email.
4. Include supplier information, description, and additional support if required.
5. Enter attendee goal and budget numbers.
6. Provide optional business purpose and ROI descriptions based on event type.
7. Select marketing collateral option (yes/no) for marketing team notification.
8. Submit the form for email confirmation and CC decision makers.
9. Review and approve/deny the request in the Notion event request link.
10. Decision makers can review and vote on the event request in Notion:
• Click on the Notion link provided in the email.
• Approve, Deny, or set the event status to "In Review" for further consideration.
• Once all decision makers have voted, once all votes are in, decision maker must manually be updated to Approved or Denied to trigger the email confirmation.
11. Receive approved/denied email notification with next steps.
• If approved, details of the approved event will be sent to marketing to begin preparing materials for this event.
• If denied, a confirmation of the denial decision will be sent.

Cautionary Notes

• Ensure all required fields are filled out accurately to avoid delays in processing.
• Double-check event type requirements for specific fields like business purpose and ROI.
• Only select "yes" for marketing collateral if marketing support is needed for the event.

Tips for Efficiency

• Use dashes or commas to separate supplier information for clarity.
• Review all details before submitting to prevent errors or missing information.
• Check email notifications for approval status and follow up accordingly.
• Regularly check the status of your event request in Notion to stay updated on the approval process.
• Communicate promptly with decision makers or the marketing team if additional details or clarifications are needed for the event request.

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