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Chapter 4

HC/PCO Planning Documents/ Templates


Overview:

This chapter has been developed specifically for PCOs, event managers or agencies engaged to assist the host country to find resources and templates that will help during the pre-production and event planning phases.

The chapters are listed by category in alphabetical order and each category includes the associated assets that are associated with the category (area) of the event.

Important Information:

  • Some PCO templates included here contain sample copy for reference by the PCO, HC or event organizer
  • PCO sample documentation - by category
  • Resource templates - by category

Asset table listed by event planning category:

Category Chapter No. Asset Name Overview Asset download 
Accreditation and Invitation Communications Journey 13 Communications Journey- Participants and Governors  Overview of the communications plan for onsite execution. Asset  
Accommodation - Arrival & Departure 6 Arrival & Departure Schedule for Governors/Heads of Delegations Sample schedule as to logistical movements of ADB Governors and Head of Delegation. Asset  
Accommodation Bookings 6 Hotel Accommodation Booking Advice Sample document to be used by appointed hotels and accommodation venues. Asset  
Accommodation Website 6 Hotel Accommodation Website Sample website which will be provided by the appointed hotel booking agent  Asset  
Airport  14 Sample Conversation Sheet Reference (sample) of sheet to be used for greeting international guests at the airport. Asset  
Airport Arrangement - Photo examples 14 Arrival and Departure Arrangements photo examples photo samples of previous airport arrival and departure arrangements. Asset  
Airport Arrival Procedures  14 Diagram of Airport Arrival Procedures Step by step guidelines pertaining to recommended arrival procedures at the airport. Asset  
Airport Checklist 14 Airport and Departure Arrangement Checklist - Excel Sample checklist for those arranging airport arrivals and departures. Asset  
Airport Departure Procedures  14 Diagram of Airport Departure Procedures Step by step guidelines pertaining to recommended departure procedures at the airport. Asset  
Airport plan - example  14 Example Airport arrival plan Sample / recommended plan for arrival procedures at airport. Asset  
Airport Procedures  14 Airport Arrival and Departure Procedures Overview of recommended procedures for both arrival and departure of ADB Annual Meeting attendees. Asset  
Annual Meeting Event Types  2 AM Types of Events This document lists each event within the Annual Meeting by 'type'. Asset  
Annual Meeting Requirements Host Country Role Annual Meeting Requirements This document is a detailed list of specific requirements to be organized and provided by the host country, selected venues and appointed PCO as relates to each individual meeting. Asset  
Annual Meetings previous years Introduction Annual Meetings of the Board of Governors (Place and Date)  This asset is a simple list which outlines all previous Annual Meetings of the Board of Governors with location and date. Asset  
Best Practices on Janitorial Services 15, 18 Best Practices on Janitorial Services Overview of ADB expectations pertaining to janitorial services for a green and sustainable Annual Meeting. Asset  
Board of Directors Offices and lounge setup 7 Board of Directors Offices and Lounge Overview pertaining to the specific room setup for the Board of Directors Offices and lounge.. Asset  
Board of Governors Rules of Procedures 2 Rules of Procedure of the Board of Governors Outlines general rules - as specified by the ADB - for the Board of Governors across the Annual Meeting. Website Link  
Branding 5 AM Branding Schedule  Schedule from logo development to implementation Asset  
Branding - Promotional booth and Exhibit 5, 7 Promotional Booth and Exhibit Branding Sample booth design from past events and overview of types of booths to be designed and produced by host country. Example  
Branding - Signage 5 Signage - Photographs  Visual reference as to the types of signage that may be required and provided by host country across the Annual Meeting. Asset  
Branding - Sponsorship Guidelines 5, 12 Sponsorship Guidelines Overview of how sponsor brands may be represented within the Annual Meeting venues. Asset  
Branding, Signage, Printing 5 ADB Branding, Signage & Printing Matrix Spreadsheet which outlines the individual assets that may be required to be designed and produced by the host country. Asset  
Budget  1 Budget template  Simple template which may be referenced or used by the host country or appointed PCO when planning the Annual Meeting budget.   Template
Business Session 2 Business Session - Order of Speaking example Sample order of speaking format for Business Session. Example  
Business Session 2 Business Session - Example seating Plan  Sample floor plan for Business Session. Example  
Business Session 11 Business Session examples Sample images of previous setups for Business Sessions. Asset  
Business Sessions - Speaking Equipment 19 Business Sessions and Speaking Time Control Equipment Photographs of the Business Session at previous Annual Meetings and photographs of speaking time control equipment Asset  
Car Identification Card 16 Car Identification Card Sample visual reference for vehicle identity signage. Asset  
Communications 3,11 HCO/PCO Communication plan HC/PCO communication routing plan which outlines the means of communication throughout delivery of ADB Annual meeting between all parties. This should be agreed between ADB/HC and PCO early on in the planning phase. Example Template
Crowd Control Checklist 15 Crowd Control Checklist List to be used to check against all items onsite pertaining to crowd control. Asset  
Delegates' Lounge - Photographs 18 Delegates' Lounge - Photographs Contains photographs of the Delegates’ Lounges from previous Annual Meetings Asset  
Emergency Information Card 15 Emergency Information Card Sample of what an Emergency Information Card may be designed and produced by the host country. Asset  
Environment, Health and Safety Inspection 15 Environment, Health and Safety Inspection Checklist List to be used to check against all items onsite pertaining to environment, health and safety. Asset  
Event Types and Roles  2 Event Types and Roles  Outlines specific roles within the individual events across the Annual Meeting. Asset  
Event, Meeting and Office requirements 7 AM Master List of Space, Furniture and Supplies Requirements Detailed list which outlines the specific requirements across all areas of the annual meeting. Space, offices and supplies requirements. Relevant for all appointed venues, host country and PCO. Asset  
Floor Plans and room layouts 2 Floor Plans drawn to scale and layouts example Sample floor plans by meeting type, useful for venues, furniture suppliers, PCO and host country.  Example  
Food and Beverage 21 Master Food and Beverage Schedule Food and Beverage matrix intended to outline total F&B requirements across all areas of the Annual Meeting. This document will be primarily used as a 'one stop shop' by the HC/PCO and venues/banquet staff seeking information on F&B.  Example Template 
Food and Beverage 21 Sample Refreshment and Catering Schedules Sample refreshment and catering schedule which includes the food and beverage requirements paid by the host country across all the offices. Example  
Food related risks 21 Manual for Controlling Food-Related Risks Manual for controlling food Related Risks. Document includes  1. Caterer’s Food Safety Management System Checklist 2. Food Safety Regulations and Standards, Hazard Analysis Critical Control Point Principles 3. Food Safety Provisions (Example of Contractual Obligations) 4. Day of the Event Catered Food Safety Checklist Asset  
Food Safety 21 Pre-Qualification Form Pre-qualification form for caterers and food servers for Food Safety. Checklist to be completed and returned to host country or PCO Asset  
Forthcoming Annual Meeting  7 Forthcoming Annual Meeting Promotional Booth and Office Overview of the requirements of the booth provided by current host country for the forthcoming host country. Asset  
Furniture and Supplies 23 Furniture and Supplies requirements Matrix A detailed checklist of furniture and supplies required and the approximate total quantity needed. Listed for all areas of the Annual meeting including offices Asset  
Furniture and Supplies 23 Onsite Furniture Deployment Schedule List of furniture requirements by venue and room with room reset date/times   Example
Governors’ Photo Session 2 Dimensions for Riser for Photo Session This document provides recommendations on the required dimensions for riser/staging for the formal Governors’ Photo session. Asset  
Governors’ Seminar 11 Governors’ Seminar examples Sample images of previous setups for Governors’ Seminar. Asset  
Governors' Plenary  19 Governors' Plenary - Photographs Governors' Plenary sample photographs from previous Annual Meetings Asset  
Headset Distribution Center 18 Headset Distribution Center Contains photographs of the headset distribution center provided at previous Annual Meetings Asset  
Host Country Criteria Introduction Criteria for selecting a host country This document outlines the specific criteria that the ADB seeks when appointing a host country for the Annual Meeting. Primarily intended for host country representatives. Asset  
Host Country Seminar sample program 2 Host Country Seminar programs Annual Meeting agenda sample from past Annual Meetings most relevant to host country and appointed PCO. Asset  
Internet Centers  18 Internet Centers - Photographs Contains photographs of the Internet centers and facilities provided at previous Annual Meetings Asset  
Interpreters Booths 11 Standard Interpreters Booths Document listing the specific requirements of the interpreters booths  Asset  
Introduction Introduction Process for Holding an Annual Meeting  Process driven document which provides a step-by-step guide to holding an Annual Meeting. Primarily intended for HC representatives.  Asset  
Locally Engaged Staff 22 ESMS Supplier Sponsor Declaration of Compliance & Sustainability Survey Declaration form for suppliers and sponsors to commit compliance to legal and other related requirements applicable to the services and/or products provided for the meeting, including the requirements of ADB’s Events Sustainability Management System (ESMS). Asset  
Locally Engaged Staff 22 Locally Engaged Staff Under ADB Supervision Locally engaged staff assigned to ADB rules of engagement Asset  
Locally Engaged Staff 22 Sample host country Support Staff- Engagement Plan Example engagement plan for ADB on how the host country engages local staff for the Annual Meeting.  Example  
Locally Engaged Staff 22 Sample host country Support Staff Job Descriptions Job descriptions for each host country local staff role required for the Annual Meeting. Asset  
Media Center Setup 7 Media Center setup examples Overview of specific room setup for the media center. Asset  
Meeting Services  18 Meeting Services Checklist This document is intended to provide a check of the signage and infrastructure requirements for those responsible for delivering the meeting room services throughout the Annual Meeting. Asset  
Meetings  3 Mission Procedures  Document intended to provide an overview of 'Missions'. Missions are preferably scheduled at the same time each year which missions should take place to which approved host countries in any given year. The usual missions, their objectives, composition, timing and described in this document. Asset  
Meetings  3 Weekly Progress report (WIP) Document to introduce and provide an overview of weekly 'WIP's. The Weekly Progress report also known as (WIP Agenda) is used by the HC to update on the progress of the pre-production and Annual Meeting planning. Completed by HC/PCO and shared with ADB prior to the conference call.   Template
Meetings  3 Mission Objectives - Initial Assessment Mission - Sample Document provides a summary of 'Initial Assessment Mission Objectives' to identify the key topics/issues that need to be discussed at the mission. To be updated by HC in collaboration with ADB and shared with all parties. Sample Template
Meetings  3 Mission Objectives - Strategic Directions Mission - Sample Document provides a summary of 'Strategic Directions Mission Objectives' to identify the key topics/issues that need to be discussed at the mission. To be updated by HC in collaboration with ADB and shared with all parties. Sample Template
Meetings  3 Mission Objectives - Establishment Mission - Sample Document provides a summary of 'Establishment Mission Objectives' to identify the key topics/issues that need to be discussed at the mission. To be updated by HC in collaboration with ADB and shared with all parties. Sample Template
Meetings  3 Technical Mission program - Sample Document provides a summary of 'Mission Objectives' to identify the key topics/issues that need to be discussed at the mission. To be updated by HC in collaboration with ADB, ADB technical director and shared with all parties. Sample Template
Meetings  3 State of Play This document is key in keeping ADB updated. It is prepared by HC/PCO and presented at the HC Committee meetings. Commonly used as a “Progress Report” for ADB and HC organizing committees. Sample Template
Meetings  3 Sample Program for the President’s Visit  ADB prepares a program of activities for the mission in consultation with ADB Resident Mission, DOC and the host country authorities. A sample program for the President’s visit is provided.  Sample  
Meetings  3 Mission Program  Once the objectives are agreed, HC to draft a Mission program and schedule with attendees listed, scheduled meeting times and locations and key topics.    Template
Meetings Services setup 18 Meetings Services Checklist  Overview of ancillary services required to be provided by appointed venues or PCO across all meetings. Asset  
Networking Events 2 Networking Events Requirements Overview of the networking events to be organized and hosted by both the ADB and host country. Asset  
NGO Center 7 NGO Center  Overview of the specific room setup for the NGO center. Asset  
Office of the President setup 7 Office of the President setup  Overview to the specific room setup for the ADB President. Asset  
Onsite Production Schedule   Onsite Run orders Full running schedule by time, date and task. This document lists assets required onsite and all key contacts.   Example
Open Plan offices setup 7 Open Plan offices Overview to the specific room setup for the open plan offices. Asset  
Opening Session Chapters 2, 8, 19 Opening Session - Example seating plan  Sample floor plan for Opening Session. Asset  
Opening Session Chapters 11, 19 Opening Session examples Sample images of previous setups for Opening Sessions. Asset  
Parallel Meetings  19 Parallel Meetings - Photographs Parallel meetings sample photographs from previous Annual Meetings Asset  
Payments by ADB 27 Procurement and Contracting: Guiding Principles ADB procures goods, works, and services for use in its headquarters and field offices to support its operations at competitive market prices using the most appropriate procurement method. This link outlines the Procurement and Contracting Guiding Principles for goods, works and services Website link  
Payments by ADB 27 ADB Payment Process checklist Checklist of  ADB’s payment process Asset  
PCO Requirements and Scope of Works Host Country Role Scope of Works (SOW) ADB PCO Requirements - Sample This document is most relevant for appointed or tendering Professional Conference Organizers and outlines the total scope of works to be delivered across the Annual Meeting. Asset  
Pest Management 15 Integrated Pest Management Overview of ADB expectations to pest management provided by host country. Asset  
Post Event Report 3 Reflection Paper (Debrief) Reflection paper ("Event Debrief") is intended to outline areas for improvement across the Annual Meeting. This document presents with clear points on what worked and conversely, did not work well and recommendations for the next ADB AM. Completed and updated by HC/PCO and shared with ADB 2-4 weeks after the AM. Sample Template
Press Conferences - Photographs 19 Press Conferences - Photographs Press conference sample photographs from previous Annual Meetings Asset  
Printing 26 Fiji InfoMap example Sample information map of the location of main Annual Meeting venues and Schedule of Events. Sample from Fiji 2019 Asset  
Printing Materials 26 Advanced Printing Materials Checklist This document is a checklist of other printed materials produced in advance for the Annual Meeting, showing printing by ADB and printing by Host country. Asset  
Pro Forma Letters 18 Sample Pro Forma Letters for Participants and Medical Centers Sample Pro Forma Letters for Participants and Medical Centers Example  
Procurement 24 Generic Contract Template This document provides a sample of a generic contract you can use when engaging a contractor. Asset  
Procurement 24 Supplier request for Tender/ RFP Sample  Supplier RFP request for tender document is used when requesting for the initial quote for services. Includes information about the event, date, location and quote, selection evaluation criteria.  Asset Template
Procurement  24 Technical Procurement and Onsite Gantt Chart Technical Procurement and onsite Gantt chart outlines the milestone planning for all technical requirements. Downloadable excel file. Asset  
Professional Conference Organizer (PCO) B IAPCO Website Sample website link. Website link  
Protocol  8 Protocol scenarios Overview of ADB expected protocol across the Annual Meeting. Asset  
Protocol  8 HC receptions and Governors Lunch Protocol  Overview of ADB expected protocol across the host country networking events and Governors lunch. Asset  
Registration Introduction Annual meeting Registration and Badge figures Registration figures in past Annual Meetings Asset  
Registration badges  17 Sample Badges Sample of badges for participants  Example  
Registration Center 17 Registration Center - Sample Layout and Photographs Best practice to the design and delivery of the registration center as provided by the host country. Asset  
Registration Checklist 17 Registration Checklist This document is a checklist of all registration deliverables onsite. Asset  
Registration confirmation letter  9,17 Confirmation letter from ADB Sample confirmation letter to be supplied by ADB. Example  
Registration Invitation  Letter 17 Sample Registration Invitation  Sample registration invitation for the Annual Meeting Asset  
Registration System  17 Onsite Registration System - Checking Registered Participants user guide User guide on how to use ADB registration system onsite and checking registered participants  Asset  
Related Tasks (Timeline) Host Country Role Related Tasks -Schedule/Timeline of host country Activities This is a chronological list format of tasks to be undertaken by the host country as related to the Annual Meeting. Asset  
Risk Management  15 Risk Management Process draft Risk Register Sample of risk management plan to be managed by host country and/or appointed PCO in collaboration with 3rd party suppliers. Example  
Role and Schedule of the Chair and Vice-Chairs Host Country Role Role and Schedule of the Chair and Vice-Chairs This document outlines the specific roles of the Chair and Vice-Chairs in the Business Session. Asset  
Roles and Responsibilities Host Country Role Roles and Responsibilities of Professional Congress Organizers (PCOs) This document is most relevant for appointed or tendering Professional Congress Organizers outlining the specific role of the PCO. Asset  
Room or Space Occupancy  Introduction, 7 Occupancy Schedule  This document outlines and lists room usage and requirements across the Annual Meeting. Asset  
Room Utilization  2, 7 Room Utilization Table The Room Utilization Table is the master schedule that outlines all sessions, setups and what the room is physically used for.  It is recommended that the HC/PCO manage, update and publish the Utilization Table where feasible. Sample  
Room Utilization and Diagrams  7 Sample diagrams and room book  Visual reference as to how each of the meeting rooms is used and what is required to be provided in the rooms by host country. Asset  
Rules of Procedure 13 Rules of Procedure of the Board of Governors of the Asian Development Bank ADB document outlining the procedural guidelines across all Annual Meetings. Website link  
Schedule of Events Introduction, 2 Schedule of Events This document is relevant for all stakeholders and is the Annual Meeting official schedule of events. Sample  
Schedule of Events - Attendance by President and the Chair 8 Schedule of Events - Attendance by President and the Chair This schedule pertains specifically and only to the events within the Annual Meeting that the ADB President and the Chair will attend. Asset  
Secretariat Offices Setup 7 Secretariat Offices setup examples Overview of specific room setup for the ADB secretariat. Asset  
Security Checklist  15 Security Checklist  Checklist mainly intended for security company engaged by the host country and the venue owners. Asset  
Security Guidelines 15 Annual Meeting Security Guidelines Overview of requirements pertaining to security across the Annual Meeting. Asset  
Security Measures - Example 15 Security Measures Adopted During the 2004 Jeju Annual Meeting Sample overview of security measures planning from Jeju 2004. Example  
Seminar sample program 2 Seminar - Printed Program of Events  Sample of printed event agenda from past Annual Meetings. Asset  
Shipment 28 Shipping Schedule This document outlines the procedures and sample of a shipment schedule for outbound and return deliveries.  Example  
Show Speaker/AV Run order 2 Show Event Speaker/AV Run order - Fiji Opening Session Sample 2019 Audiovisual vision, sound, staging and lighting run sheet. This document also includes the 'Event Format' and agenda. Sample Template
Show Speaker/AV Run order 2 Show Event Speaker/AV Run order - Fiji host country Seminar Sample 2019 Audiovisual vision, sound, staging and lighting run sheet. This document also includes the 'Event Format' and agenda. Sample Template
Shuttle Bus schedule  16 Schedule of Shuttle Buses - Sample Sample of best practice pertaining to shuttle bus scheduling. Example  
Shuttle Bus schedule  18 Shuttle Bus schedule - Sample Handout Sample of the printed flyer handed out at the Fiji 2019 Annual Meeting. Distributed at the airport and hotels and Annual Meeting venues. Asset  
Space requirements & floorplans 7,11 Floor Plans drawn to scale and layouts  Final 2D and 3D venue and conference floor plans with setup requirements for each event/meeting throughout the Annual Meeting. Asset Room book sample
Speech Prompter 19 Speech Prompter Contains photographs of speech prompter and the required equipment used in previous Opening Sessions  Asset  
Sponsorship  12 Acceptable Attribution of Sponsorship Overview of how sponsorship should be awarded and organized by the host country. Asset  
Sponsorship  12 Sponsorship Board Examples Visual reference pertaining to previous samples of printed and digital sponsor boards. Example  
Sponsorship  12 Samples of Sponsorship List Samples of previous sponsorship arrangements from past meetings. Asset  
Sponsorship  12 Sponsorship opportunities Fiji Sample Visual and written reference to sponsorship pack from Fiji Annual Meeting. Asset  
Subregional Meetings  19 Subregional Meetings Photographs Subregional Meetings sample photographs from previous Annual Meetings Asset  
Sustainability 25 Guidelines on Waste Management This document is intended to provide guidelines on waste management, outlining the objective and scope of the services required by a waste services management company. Asset  
Sustainability 25 Hotel Green Form Sample of the hotel green form required to be provided by the appointed conference and hotel venues in each accommodation room. Samples  
Sustainability 25 Samples of Prohibited Materials or Substances Prohibit the use of banned substances and materials or chemicals and their components used for construction, pest control, cleaning agents. Sample of prohibited materials or substance provided. Samples  
Sustainability 25 Sustainable Meetings - Checklist How to organize sustainable Meetings - Venue Checklist Asset  
Team Roles and Hierarchy - ADB Introduction Organization Chart -ADB Team This is the organizational chart implemented by the ADB across every Annual Meeting. Fiji Sample  
Team Roles and Hierarchy - host country Introduction Organization Chart -HOC This is a suggested organizational chart with recommendations regarding how the host country may wish to arrange the hierarchy of decision making across the Annual Meeting.  Asset  
Technical Riders 11 Technical Riders Technical riders, requirements and specifications to pass on to the Technical/Audio and Visual Suppliers engaged across the Annual Meeting. Technical Riders  
Technical Matrix/ Checklist by room 11 ADB Technical Equipment Matrix/ Checklist by Room Checklist and guidelines which provides a breakdown of information pertaining to specific technical requirements, by room. Asset  
Tour Services 18 Tour Services - Sample website  Sample Tour services website development especially for ADB Annual Meeting.  Example  
Tours and Cultural Program Chapters 2, 13, 18 Tours and Cultural Program Sample of tours programme to be provided (optionally) by the host country. Asset  
Tours Program examples 13 Tours Program - Fiji Website example Sample (screenshot) of the tours available online at the Fiji Annual Meeting. Asset  
Transport - Comms Sheet 16 Sample Conversation Sheet Reference sheet to be used for greeting international guests at the airport. Asset  
Transport passes 16 Subway Pass and Train Coupon Sample of what these passes may look like as provided by host country. Example  
Transport Plan - example 16 Fiji Sample Transport Operations Manual Sample of best practice pertaining to transport management and planning. Asset  
Transport Requirements 16 Transport Requirements by Vehicle Overview of specific transport requirements, by vehicle type. Asset  
Travel and Tours Desk 18 Travel and Tours Desk Contains photographs of Travel and Tours desks from previous Annual Meetings Asset  
Travel and Tours Services 18 Travel and Tours Services - Sample Program Sample Tour programs tailored especially for ADB Annual Meeting.  Asset  
Travel Guidelines 15 Commercial Passenger Air Travel Guidelines ADB overview of guidelines and protocol pertaining to commercial travel arrangements Asset  
Types of Events 2 Annual Meeting Types of Events Lists all the different 'types' of events across all areas of the Annual Meeting Asset  
Vehicles Checklist 16 Eco-Friendly and Safety Features of Vehicles Checklist List that overviews specific ADB requirements for eco and safe vehicle selection and provision across the Annual Meeting. Asset  
Visa and Clearance  9 Agreement Establishing the Asian Development Bank (ADB Charter) Overview of ADB expectations pertaining to visas and airport clearance. Website Link  
Visa Request 9 Embassy Visa request  Overview of ADB expectations pertaining to embassy visa requests. Asset  
Visa request 9 ADB Visa request  Overview of ADB expectations pertaining to ADB visa requests. Asset  
Waste Segregation and Disposal 15 Waste Segregation and Disposal Scheme Overview of best practice on waste management for a green and sustainable Annual Meeting. Asset  
Tax Exemption Host Country Role Status, Immunities, Exemptions and Privileges  ADB Charter showing ADB is exempted from taxation and customs duties. Asset