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Sector: TOURISM
You may already have some or most of the knowledge and skills covered in this
module because you have:
If you can demonstrate to your trainer that you are competent in a particular
skill or skills, talk to him/her about having them formally recognized so you don’t
have to do the same training again. If you have qualifications or Certificates of
Competency from previous trainings, show them to your trainer. If the skills you
acquired are still current and relevant to the unit/s of competency they may become
part of the evidence you can present for RPL. If you are not sure about the currency
of your skills, discuss this with your trainer.
This module was prepared to help you achieve the required competency, in
Developing an Event Concept. This will be the source of information for you to
acquire knowledge and skills in this particular trade independently and at your own
pace, with minimum supervision or help from your instructor.
⮚ Talk to your trainer and agree on how you will both organize the training
under this module. Read through the module carefully. It is divided into
sections that cover all the skills and knowledge you need to successfully
complete.
⮚ Work through all information and complete the activities in each section.
Read the information sheets and complete the self-checks provided in this
module.
⮚ Most probably your trainer will also be your supervisor or manager. He/
She is there to support you and show you the correct way to do things.
Ask for help.
⮚ Your trainer will tell you about the important things you need to consider
when you are completing the activities and it is important that you listen
and take notes.
⮚ Talk to more experienced work mates and ask for their guidance.
⮚ Use self-check questions at the end of each section to test your own
progress.
⮚ When you are ready, ask your trainer to watch you perform the activities
outlined in this module.
⮚ As you work through the activities, ask for written feedback on your
progress. Your trainer keeps feedback/pre-assessment reports for this
reason. When you have completed this learning material and feel confident
that you have had sufficient knowledge and skills, your trainer will arrange
an appointment with a registered assessor to assess you. The results of
the assessment will be recorded in your Competency Achievement Record.
Events Management Services NC III
COMPETENCY-BASED LEARNING MATERIALS
List of Competencies
LEARNING OUTCOMES:
At the end of this module, you MUST be able to:
1. Identify overall event objectives and scope.
2. Establish event concept theme and format.
ASSESSMENT CRITERIA:
1. Overall event concept, theme and format are developed which reflect
key objectives and meet the needs of the potential audience.
2. Creative elements are incorporated into the event concept and theme.
3. Operational practicality and cohesiveness of the concept, theme and
format are verified through consultation and analysis.
4. Summary of key logistical requirements is developed based on the
overall concept, theme and format.
5. Accurate and complete information on the concept, theme, and format
are provided to all relevant stakeholders to facilitate timely and effective
planning and implementation.
6. Approval from relevant stakeholders is obtained prior to
implementation.
LEARNING OUTCOME NO. 2
Contents:
1. Overall event concept, theme and format are developed which reflect
key objectives and meet the needs of the potential audience
2. Creative elements are incorporated into the event concept and theme.
3. Operational practicality and cohesiveness of the concept, theme and
format are verified through consultation and analysis.
4. Summary of key logistical requirements is developed based on the
overall concept, theme and format.
5. Accurate and complete information on the concept, theme and format
is provided to all relevant stakeholders to facilitate timely and effective
planning and implementation.
6. Approval from stakeholders is obtained prior to implementation.
Conditions
1. LCD Projector
2. Computer with internet connection
3. Microphone
4. Sample Event Concept Proposals
Assessment Method:
1. Written Test
2. Oral Questioning
3. Demonstration
Learning Experiences
Introduction
Previously, you were able to identify overall event objectives and scope
based on the information gathered from the prospective clients. The
objectives are then set and drafted. You were also able to learn how to
analyze the key information gathered in order to determine the event scope.
From there, the internal and external factors which may impact the event
were presented to you. In this module, you will be learning how to establish
the event concept, theme and format.
Why the Overall Concept, Theme and Format should reflect Key
Objectives
Before the conception of an event, the organizer and the client should
have agreed about the event’s key objectives. The success of an event
depends on how it was conceptualized, and how the concept was eventually
materialized. It is therefore significant that a planner must work slowly but
surely to ensure that every detail is carefully attended to. This can be done
by incorporating the ideas gathered during the interview with the prospects.
These are information where your concept should rely on.
- Geographical
- Cultural (Indian, Hawaiian, Mexican, etc.)
- Sporting-related
- Musical
- Entertainment
- Artistic
When deciding the theme, you need to consider the range of suitable
venues available, the budget and other considerations. Here are guide
questions when choosing the event theme:
1. Will the venue fit in the chosen theme?
2. Can the venue provide a good ambiance for the event?
3. Are there enough funds to execute the chosen theme without
compromising the whole idea?
✓ A festival. An event may also come in the form of a musical event that
is usually upbeat.
✓ accessibility
✓ location
✓ ambience
✓ seating capacity
✓ safety of attendees
✓ food and beverage facilities
✓ availability of other important supplies
✓ features like stage
✓ others that are necessary
_________ 1. Before the conception of an event, the organizer and the client
should have agreed about the event’s key objectives.
_________ 2. The event format should match the objectives you set prior to
conceptualization of the event concept.
_________ 3. When a format is finally chosen, just rely on it.
_________ 4. The purpose and the format should not go together.
_________ 5. The theme of the event should not be linked to the purpose of
the
Occasion.
_________ 6. The event theme can be historical, cultural, geographical or
artistic.
_________ 7. As an event planner know where to stage an event based on
your
own preference.
_________ 8. Sometimes, the theme suggests about where the venue should
be
best held.
_________ 9. Your concept will still rely on how much is the allotted budget
to
make the event possible.
_________ 10. In any organization, the most important asset is the human
resources.
II. Essay
1. Explain why the overall event concept, theme and format should reflect
key objectives and meet the needs of the potential audience.
2. Discuss how to develop the overall event concept, theme and format.
ANSWER KEY 2.2-1
I. True or False
1. TRUE
2. TRUE
3. FALSE
4. FALSE
5. FALSE
6. TRUE
7. FALSE
8. TRUE
9. TRUE
10. TRUE
II. Essay
1. The key objectives gathered from the clients during a meeting or interview
should reflect the overall concept, theme and format of the event since this
is where everything should rely on. The success of an event depends on
how it was conceptualized, and how the concept was eventually
materialized. It is therefore significant that a planner must work slowly but
surely to ensure that every detail is carefully attended to
2. In order to develop the overall event concept, theme and format, the event
planner must first consider the event’s key objectives. In conceptualizing
the event, the format, purpose, theme, venue, participants, budget, timing,
and the people behind the event execution must be broadly considered.
TASK SHEET 2.2-1
Title: Develop Event Concept, Theme and Format Based on the Key Objectives.
Supplies/Materials :
- Event Concept Template
- Sample Event Concept Proposal
Steps/Procedure:
1. Read the given scenario and set of objectives:
Talairon National High School will hold its Senior High School Expo with
the following key objectives:
1. To showcase the skills and talents of the Senior High School students
under the ABM, HUMSS and TVL strand.
2. To attract prospect enrollees for Senior High School.
3. To raise funds for the purchase of drinking fountains.
2. Develop event concept, theme and format by completing the given
template
EVENT TITLE
EVENT TYPE &
DESCRIPTION
PURPOSE
THEME
PURPOSE
VENUE
PARTICIPANTS
ORGANIZERS/
PLANNERS
CRITERIA
YES NO
Did the trainee…
1. Develop an overall event concept, theme, and
format reflecting the key objectives?
2. Develop an overall event concept, theme, and
format that meets the needs of the potential
audience?
Information Sheet 2.2-2
Introduction
Creativity is the most common denominator in event planning. No one sets
out to coordinate the “most uninspired meeting of all time.” Event planners want
to be remembered for integrating originality and imagination into their events.
Often times though there is a boundary to our creativity. It could be a limited
budget, or a conservative theme that leaves us wondering where we can sneak in
a dash of personality.
To help conquer situations like this, here are some of the nearly-infinite
event components where planners can add their creative touch. Next to each one,
you’ll see an example of how to invigorate these details beyond the standard fare.
Event Title
Your title is the first thing that sells prospective attendees on your event.
Standard Example: The 23rd Annual Black & White Ball
Creative Example: 23 Years in the Making… Tuxedos under Twilight
Invitations
This is another first impression element that should effectively market your event.
Standard Example: White card with plain text in a white envelope.
Creative Example: Bright envelope with image-rich postcards that describe the
occasion.
Venue
A special location can spark excitement weeks before the event takes place.
Standard Example: Hotel meeting room.
Creative Example: Restaurant or private suite at an arena or ballpark.
Catering
Every meeting and theme can be partnered with a unique food experience.
Standard Example: Grilled chicken with rice.
Creative Example: Chipotle BBQ pork loin served with mashed sweet potatoes.
Lighting
Lighting is one of the most basic elements of design, and it can be used in variety
of ways.
Standard Example: Spotlights on stage.
Creative Example: Colorful up lighting to illuminate walls and white linens.
Seating Arrangements
After registration, the next top concern for guests is where they will be seated.
Standard Example: Round tables of 8.
Creative Example: Crescent rounds of 6 to eliminate guests having their backs to
the stage.
Design Props
Props come in many different forms, from simple stage ferns to detailed scenery
motifs.
Standard Example: Backdrops and banners on the stage.
Creative Example: Themed inflatables set outside the room or venue entrance.
Staff
Greeters, servers, and registration staff can integrate the theme of your event into
their uniforms.
Standard Example: Monogrammed polo shirts and khakis.
Creative Examples: Sports uniforms, construction hats, or costumes.
Stage Design
The stage is the focal point throughout the event so keep it visible and engaging.
Standard Example: 8x12 rectangular stage centered on the wall.
Creative Example: Runway stage that extends into the audience for more
engagement.
Table Linens
Napkins by themselves have the capacity to become a visual design element.
Standard Example: White table linens with burgundy flat-folded napkins.
Creative Example: Floor-length table linens in a solid color with contrasting
napkins in a pyramid fold.
Chair Covers
Even the nicest banquet chairs look complacent at a large event.
Standard Example: White linen chair cover with bow tie.
Creative Example: Spandex stretch covers that match the table linens.
Guest Speakers
Speakers and their message represent the content of your event and thus are tied
closely to its success.
Standard Example: Vice President of Sales and Marketing.
Creative Example: Celebrity or outside presenter who can tie past success with
your company’s objectives.
Entertainment
Entertainers can perform before or after the content to add another unique
element to the occasion.
Standard Example: DJ or Jazz Trio.
Creative Examples: Recording artists or talented performers from an area school.
Centerpieces
Whatever sits in the center of each guest table will be viewed for hours. Don’t waste
opportunity!
Standard Example: Fresh cut flowers or potable plants that can be taken home by
guests.
Creative Examples: Ceramic artwork, picture collages or fiber optic centerpieces.
Table Cards
These are the signs placed at each table to identify the table number or guest
seating position.
Standard Example: Printed card stock.
Creative Example: Framed table numbers that match the décor of the table.
These are just some of the nooks and crannies where planners can add a creative
touch to events. The truth is that just about any facet of event production can be
customized in some manner. The easiest way to get inspired is to attend as many
industry conferences as you can, and network with other planners when possible.
Self-Check 2.2-2
_________ 1. This is the first thing that sells prospective attendees on your
event.
_________ 2. This refers to the special location can spark excitement weeks
before the event takes place.
_________ 3. It can come in many different forms, from simple stage ferns to
detailed scenery motifs.
_________ 4. It includes Greeters, servers, and registration staff can integrate
the theme of your event into their uniforms.
_________ 5. A creative example of this element is that recording artists or
talented performers from an area school.
_________ 6. These are the signs placed at each table to identify the table
number or guest seating position.
_________ 7. Their message represents the content of your event and thus
are
tied closely to its success.
_________ 8. It is the focal point throughout the event so keep it visible and
engaging.
_________ 9. After registration, this is the next top concern for guests.
_________ 10. It is one of the most basic elements of design, and it can be
used
in variety of ways.
ANSWER KEY 2.2-2
1. Event Title
2. Venue
3. Design Props
4. Staff
5. Entertainment
6. Table Cards
7. Guest Speakers
8. Stage
9. Seating Arrangements
10. Lighting
TASK SHEET 2.2-2
Title: Incorporate creative elements into the event concept and theme.
Supplies/Materials :
- Output in Task Sheet 2.2-1
- Sample Event Concept Proposal
Steps/Procedure:
1. Review your previous output in Task Sheet 2.2-1
2. Incorporate creative elements into the event concept and theme.
CRITERIA
YES NO
Did the trainee…
1. Incorporate creative elements into the event
concept?
2. Incorporate creative elements into the event
concept theme?
3. Use creative elements instead of standard
elements?
Information Sheet 2.2-3
Introduction
After creating your event concept, the next thing to do is to check
whether the concept will be feasible to the client, guests, and/ or expected
participants, or shall we say your target market. This chapter will enable you
to scrutinize the most important aspect in event planning, ensuring that the
event will attract crowds and make sure that the one is aware on the risks
that he or she may encounter along the way.
Suppose that the client is very strict on the perfectness of the event details,
the following will enable a manager to screen if it will be feasible:
1. The goodness of the idea- Was the idea good ( if not perfect) for the event?
Were all the details required by the client considered? Did you consider
coming up with another version should the first one not work?
2. The skills needed to run the event- with the details given and the
expectations set by client, are the skills of the event team fitted to successfully
run the event? Would the skills of the team translate what the client expected
to have in her most important day of her life?
3. The venue for the event- is the venue, if chosen by the client, if chosen by
the client, fitted to the concept developed? If chosen by the planner, is it
suitable for the client’s expectation? Is it accessible for the attendees? Are
there amenities or facilities that will support the team in providing excellent
service to the attendees? It is affordable?
4. The event’s attractiveness- is the event attractive for the attendees? Will it
give a good impression that will stick in the minds of the attendees? Or would
it be the other way around?
5. The flow of the event- is the flow of the event acceptable according to the
instructions of the client? Would the sequence not create a boring moment or
dead air? Is the host (emcee) confident to manage the flow of the event? Are
all aspects of the wedding ceremony considered?
6. The risks that might be encountered- most importantly, have you considered
the risk that may be encountered during the event? Have you considered the
following and provided a contingency plan should they happen:
• Crowd control
• Security of attendees as well as event team
• Weather
• Water breakdown
• Power interruption
• Food poisoning
These keys to the event success are very important that should be considered.
As these will be dependent on how the event team managed the event, the
result will always fall on the shoulders of the organization.
Strengths- this refers to what the team has in order to come up with a
successful event. The commitment of the team, their skills, knowledge and
attitude towards this are internal factors that the organization will be able to
make use so as to present a perfect event for the client.
Weaknesses- opposite of what strengths the team has, these are internal
weaknesses or shortcomings of the team that will become a big hindrance in
ensuring a successful event. The simple absence of most of the members of
the organization during event conceptualization is a weakness that should be
looked into to avoid inconvenience in the event proper. The inability to
understand instructions of the team members will also be a weakness of the
group.
Opportunities- these refer to the external aspects that may be of help to the
success of the event. For personalized events such as weddings, sponsors may
not be in common, however, the help of the family of the soon-to-be wed
couple will allow the organizer to come up with a perfect design and concept
since they better know their relatives than the team. For other events,
sponsorships are important that would help an event more exciting and
successful.
Threats- another external aspect that would ruin the perfectness of an event
are the threats such as poor crowd behavior and poor communication with
the suppliers.
Self-Check 2.2-3
True or False: Read the following statements carefully. Write TRUE if the
statement is correct, otherwise, write FALSE.
_________ 1. The S in SWOT means Subject.
_________ 2. It is important to consider the risks that might be encountered
during the event.
_________ 3. Threats represent the opposite of the strengths.
_________ 4. The flow of the event must be acceptable according to the
instructions of the client.
_________ 5. The sequence of the event should create a boring moment or dead
air.
_________ 6. It is not necessary to consider all the details required by the client.
_________ 7. It is important to consider coming up with another version should
the first option not work
_________ 8. The skills of the event team must be fitted to successfully run the
event
_________ 9. If the concept is chosen by the planner, is need not be suitable
for the client’s expectation.
_________ 10. The venue must be accessible to all attendees.
ANSWER KEY 2.2-3
1. TRUE
2. TRUE
3. FALSE
4. TRUE
5. FALSE
6. FALSE
7. TRUE
8. TRUE
9. FALSE
10. TRUE
JOB SHEET 2.2-3
Title: Analyze the Operational Practicality and Cohesiveness of the Concept,
Theme and Format.
Supplies/Materials :
- Outputs in Task Sheet 2.2-1 and 2.2-2
- Checklist for event concept analysis
- SWOT Template
- Accomplished SWOT Template (Sample)
- Sample Event Concept Proposals
Equipment : Computer/laptop with internet connection
Steps/Procedure:
1. Review your previous output in Task Sheet 2.2-1 and 2.2-2
2. Analyze the operational practicality and cohesiveness of the concept,
theme and format by completing the following checklist:
YES NO
The goodness of the idea
1. Was the idea good ( if not perfect) for the event?
2. Were all the details required by the client considered?
3. Did you consider coming up with another version should the
first one not work?
The skills needed to run the event
1. With the details given and the expectations set by client, are
the skills of the event team fitted to successfully run the
event?
2. Would the skills of the team translate what the client
expected to have in her most important day of her life?
The venue for the event
1. Is the venue, if chosen by the client, fitted to the concept
developed? / If chosen by the planner, is it suitable for the
client’s expectation?
2. Is it accessible for the attendees?
3. Are there amenities or facilities that will support the team in
providing excellent service to the attendees?
4. It is affordable?
The event’s attractiveness
1. Is the event attractive for the attendees?
2. Will it give a good impression that will stick in the minds of
the attendees? Or would it be the other way around?
The flow of the event
1. Is the flow of the event acceptable according to the
instructions of the client?
2. Would the sequence not create a boring moment or dead air?
3. Is the host (emcee) confident to manage the flow of the
event?
4. Are all aspects of the wedding ceremony considered?
The risks that might be encountered
Have you considered the risk that may be encountered during
the event?
Have you considered the following and provided a contingency plan should
they happen:
• Crowd control
• Security of attendees as well as event team
• Weather
• Water breakdown
• Power interruption
• Food poisoning
3. Based on the result of the above checklist, create a SWOT Analysis using
the following Template:
STRENGTHS WEAKNESSES
OPPORTUNITIES THREATS
CRITERIA
YES NO
Did the trainee…
1. Utilize the previous outputs in Task Sheet 2.2-1
and 2.2-2?
2. Complete the checklist religiously?
Introduction
After incorporating creative elements into the event concept and theme
and consequently testing its operational practicality and cohesiveness, the
event planner must now take the logistical requirements into consideration.
These are the following:
• Site access – would it be easy for the attendees to park their
vehicles close to the venue? Can they off-load easily? Is there
enough parking spaces?
• Toilet facilities – are these available in the area? Are these portable
or fixed?
1. Basic Services
2. Site Access
3. Site Access
4. Site Access
5. Physical Limitations
6. Cleaning
7. Basic Services
8. Site Dimensions
9. Toilet Facilities
10. Safety
TASK SHEET 2.2-4
Title: Develop a Summary of Key Logistical Requirements
Supplies/Materials :
- Task Sheet 2.2-1, 2.2-2 and 2.2-3 Outputs
- Sample Event Concept Proposals
Steps/Procedure:
1. Review your previous outputs in Task Sheet 2.2-1, 2.2-2 and 2.2-3.
2. Develop a summary of key logistical requirements based on the overall
concept, theme and format.
CRITERIA
YES NO
Did the trainee…
1. Utilize previous outputs in Task Sheet 2.2-1, 2.2-2
and 2.2-3?
2. Identify the appropriate key logistical
requirements?
3. Develop a summary of key logistical requirements
based on the overall concept, theme and format?
Supplies/Materials :
- Outputs in Task Sheets 2.2-1. 2.2-2, 2.2-3 and 2.2-4
- Sample Event Concept Proposals
Equipment :
- Projector
- Microphone
- Computer/laptop with internet connection
Steps/Procedure:
1. Review your previous output in Task Sheet 2.2-1 and 2.2-2
2. Present the overall proposed event concept
CRITERIA
YES NO
Did the trainee….
1. Identify the key objectives and components of the
event well?
2. Analyze key information to determine the scope of
the event?
3. Analyze internal and external factors which may
impact on the event?
4. Develop overall event concept, theme and format
which reflect key objectives and meet the needs of
the potential audience?
5. Incorporate creative elements into the event concept
and theme?
6. Verify operational practicality and cohesiveness of
the concept, theme and format?
7. Develop a summary of key logistical requirements
based on the overall concept, theme and format?
8. Provide accurate and complete information on the
concept, theme, and format to facilitate timely and
effective planning and implementation?
9. Present the overall proposed event concept?
LIST OF REFERENCES
# of
items/
Objectives/Content Area/Topics Knowledge Comprehension Application
% of
test
I. Multiple Choice.
Direction: Read and understand each question or statement carefully and encircle the letter of
your answer.
1. C
2. B
3. D
4. D
5. A
6. D
7. B
8. C
9. B
10. A
11. C
12. D
13. B
14. B
15. D
16. A
17. B
18. B
19. A
20. C
21. D
22. C
23. A
24. B
25. D
Performance Test
SPECIFIC INSTRUCTION FOR THE CANDIDATE
Specific Instructions:
1. Read and analyze the given objectives/client requirements for a debut party:
• Number of guests: 100
• Preferred Venue: Conference Hall around Misamis Occidental
• Preferred Colors: Pink and White
• Date: August 8, 2022
• Budget: 20,000-30,000
2. Develop an overall event concept, theme and format based on the client
requirements.
3. Present the output for trainer’s assessment.
LIST OF TOOLS, MATERIALS & EQUIPMENT
EQUIPMENT
Quantity Description
1 unit Microphone
Stock/
Property UNIT DESCRIPTION QUANTITY UNIT COST TOTAL COST
No.
Epson EH-TW750
1 pc
Projector 1 P 45, 500.00 P 45, 500.00
Epson Projector
2 pc
Lamp 1 P 5,740.00 P 5, 740.00
Lenovo Desktop
Computer
ThinkCentre M720
3 set 20 P 23,103.00 P 462, 060.00
(10ST002AUS) Intel
Core i7 8th
Generation
TOTAL PURCHASE COST P 513, 300.00
Purpose: For instructional use in the practical work area and computer laboratory
of Events Management Services NC III.
REQUESTED BY:
APPROVED BY:
TROY C. ALJAS
School Head
Link to the file:
https://drive.google.com/drive/folders/1fxTd5ZQdKw5eU2YhaWspUcwa9zv
beXh-?usp=sharing
TRAINING SESSION EVALUATION FORM
INSTRUCTIONS:
Comments/Suggestions:
The trainer was very approachable. It would be nice if we have more time to do hands-on
activities.
RATER A
PREPARATION Poor/ Fair/ Good/ Very Outsta
Unsati Satisfa Adequ Good/ nding
sfactor ctory ate Very
y Satisfa
2 3 ctory 5
1 4
1. Workshop layout ✓
conforms with the
components of a CBT
workshop
2. Number of CBLM is ✓
sufficient
3. Objectives of every ✓
training session is well
explained
4. Expected ✓
activities/outputs are
clarified
RATER B
PREPARATION Poor/ Fair/ Good/ Very Outstan
Unsatis Satisfa Adequa Good/ ding
factory ctory te Very
Satisfa
1 2 3 ctory 5
4
1. Workshop layout ✓
conforms with the
components of a CBT
workshop
2. Number of CBLM is ✓
sufficient
3. Objectives of every ✓
training session is well
explained
4. Expected ✓
activities/outputs are
clarified
RATER C
PREPARATION Poor/ Fair/ Good/ Very Outstan
Unsatis Satisfa Adequat Good/ -ding
-factory c-tory e Very
Satisfa
1 2 c-tory 5
3 4
1. Workshop layout ✓
conforms with the
components of a CBT
workshop
2. Number of CBLM is ✓
sufficient
3. Objectives of every ✓
training session is well
explained
4. Expected ✓
activities/outputs are
clarified
Average Ratings
PREPARATION Average
1. Workshop layout 3.67
conforms with the
components of a CBT
workshop
2. Number of CBLM is 2.67
sufficient
3. Objectives of every 3
training session is well
explained
4. Expected 4
activities/outputs are
clarified
Range:
General Interpretation: The results of the rating shows that first: the
trainees believe that the workshop layout is on average which means it
can be further improved or developed. Second, the result of 2.67 shows
that the number of CBLM is satisfactorily sufficient. Third, On average,
trainees think that the objectives of every training session is
satisfactorily explained which means there’s still more room for
improvement. Finally, there is a very satisfactory rating in terms of
expected activities or outputs which implies that they were indeed
clarified by the trainer and industry partner to each individual trainee.
CAREER OBJECTIVE:
EDUCATION:
WORK EXPERIENCES: