Starting a new role as a Conference Services Manager requires a structured approach to mastering the complexities of event coordination, client management, and team leadership. This 30-60-90 day plan provides a clear roadmap to help you navigate your onboarding, set strategic goals, and build the foundation for success in your position.
With this plan, you will:
- Establish strong relationships with internal teams, vendors, and clients
- Gain a deep understanding of the conference services lifecycle and operational processes
- Develop and implement strategies to enhance event execution and client satisfaction
Whether you are stepping into a new management role or transitioning within the events industry, this plan equips you with actionable steps and measurable objectives to accelerate your impact.
Benefits of a 30-60-90 Day Plan for Conference Services Managers
Adopting a structured 30-60-90 day plan tailored to conference services management offers several advantages:
- Provides clarity on role expectations and key performance indicators early on
- Facilitates rapid immersion into event planning workflows and client engagement practices
- Enables proactive identification and resolution of operational challenges
- Supports building credibility and trust with stakeholders through demonstrated progress
Main Elements of the Conference Services Manager 30-60-90 Day Plan
This plan is segmented into three focused phases, each with specific objectives, tasks, and milestones to track your development and contributions:
First 30 Days: Orientation and Relationship Building
During the initial month, prioritize understanding the company’s event portfolio, meeting key team members, and familiarizing yourself with existing processes.
- Review past and upcoming conferences to understand scope and scale
- Meet with sales, marketing, operations, and vendor partners to establish communication channels
- Shadow experienced team members during event preparations and execution
- Assess current client feedback and identify areas for immediate improvement
Days 31-60: Process Optimization and Client Engagement
Focus on refining workflows, enhancing client communication, and beginning to lead smaller event projects.
- Analyze event planning checklists and timelines; propose efficiency improvements
- Develop personalized client engagement strategies to improve satisfaction and retention
- Coordinate logistics for upcoming conferences, managing vendor contracts and budgets
- Implement regular team meetings to foster collaboration and address challenges
Days 61-90: Leadership and Strategic Initiatives
Take ownership of major conferences, lead cross-functional teams, and contribute to strategic planning for future events.
- Lead the planning and execution of a flagship conference, ensuring seamless delivery
- Establish KPIs to measure event success and client satisfaction
- Collaborate with marketing to develop promotional campaigns aligned with event goals
- Identify opportunities for innovation in event services and present proposals to leadership
Throughout this plan, maintain detailed notes on progress, challenges, and feedback to facilitate continuous improvement and transparent communication with your manager and team.
By following this structured 30-60-90 day plan, you will position yourself as a proactive, knowledgeable, and effective Conference Services Manager, ready to deliver outstanding event experiences and drive business growth.








