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MEETINGS MEAN BUSINESS
CRISIS PLAYBOOKDeveloped 2014
INTRODUCTION
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
I N T R O D U C T I O N P L A Y B O O K O B J E C T I V E S G U I D I N G P R I N C I P L E SQ U I C K R E F E R E N C E
I N F O R M A T I O N
Introduction
As we look to clarify MMB’s role in leading
rapid response and industry crisis
communications, the intention is not to
supersede the efforts of MMB coalition
partners. The goal is to develop a protocol, key
messages and designated messengers that
can serve as a frontline, go-to resource
immediately following breaking news or policy
actions that warrant immediate action.
Meetings Mean Business Crisis Playbook | 3
The Meetings Mean Business Crisis
Playbook creates a structure for the
industry to evaluate situations,
escalate a crisis and when
appropriate respond through a
unified vehicle. The playbook is not
intended to serve as a step-by-step
crisis plan, but rather a protocol that
identifies response mechanisms and
triggers for MMB to engage on
behalf of the industry.
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
I N T R O D U C T I O N P L A Y B O O K O B J E C T I V E S G U I D I N G P R I N C I P L E SQ U I C K R E F E R E N C E
I N F O R M A T I O N
Playbook Objectives
Meetings Mean Business Crisis Playbook | 4
Establish an industry crisis protocol.
Provide clear guidelines for classifying crisis situations.
Define roles and responsibilities in a crisis situation.
Create a step-by-step crisis response protocol for the industry.
Have ready-to-use response materials on hand.
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
I N T R O D U C T I O N P L A Y B O O K O B J E C T I V E S G U I D I N G P R I N C I P L E SQ U I C K R E F E R E N C E
I N F O R M A T I O N
Guiding Principles
Honesty and
transparency
are
paramount.
Get the facts
first.
Communicate
timely and
accurately
across all
platforms.
Address key
stakeholders
directly.
Meetings Mean Business Crisis Playbook | 5
1. 2. 3. 4.
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
I N T R O D U C T I O N P L A Y B O O K O B J E C T I V E S G U I D I N G P R I N C I P L E SQ U I C K R E F E R E N C E
I N F O R M A T I O N
Quick Reference Information: U.S. Travel Association
U.S. Travel Association
Office Mobile
Nan Marchand Beauvois [email protected] 202.408.2147 202.716.3488
Chris Kennedy [email protected] 202.218.3603 202.465.6635
APCO
Office Mobile
Ryan Kuresman [email protected] 202.478.3545 202.730.6273
Mallory Ward [email protected] 202.446.1244 202.725.0475
Rachel Huxley-Cohen [email protected] 202.778.1064 978.578.4249
Meetings Mean Business Crisis Playbook | 6
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
I N T R O D U C T I O N P L A Y B O O K O B J E C T I V E S G U I D I N G P R I N C I P L E SQ U I C K R E F E R E N C E
I N F O R M A T I O N
Core Crisis Team
MMB
MemberName Email Office Mobile
AH&LA Kimberly Miles [email protected] 202.289.3117
ASAE John Graham [email protected] 202.626.2741
CIC Karen Kotowski [email protected] 571.527.3116 202.309.2504
DMAI Michael Gehrisch [email protected] 202.835.4219
IAEE David DuBois [email protected] 972.687.9204 817.709.1356
MPI Paul Van Deventer [email protected]
PCMA Debra Sexton [email protected]
Site Global Kevin Hinton [email protected] 312.673.4763 773.294.6363
U.S. Travel Jonathan Grella [email protected] 202.408.2153
Quick Reference Information: Core Crisis Team
Meetings Mean Business Crisis Playbook | 7
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
I N T R O D U C T I O N P L A Y B O O K O B J E C T I V E S G U I D I N G P R I N C I P L E SQ U I C K R E F E R E N C E
I N F O R M A T I O N
Crisis Working Group
MMB Member Name Email Office Mobile
AH&LA Kimberly Miles [email protected] 202.289.3117
ASAE Susan Robertson [email protected] 202.626.2860
CIC Karen Kotowski [email protected] 571.527.3116 202.309.2504
DMAI Karen Gonzales [email protected] 202.835.4215
IAEE David DuBois [email protected] 972.687.9204 817.709.1356
MPI Sonya Thorpe [email protected] 972.702.3098 972.375.6322
PCMA Carolyn Clark [email protected] 312.423.7271 773.620.3857
Site Global Kevin Hinton [email protected] 312.673.4763 773.294.6363
U.S. Travel Chris Kennedy [email protected] 202.218.3603 202.465.6635
Quick Reference Information: Crisis Working Group
Meetings Mean Business Crisis Playbook | 8
CRISIS CLASSIFICATION &
NOTIFICATION
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
I N C I D E N T C L A S S I F I C A T I O N S Y S T E M I N T E R N A L N O T I F I C A T I O N M M B E N G A G E M E N T
Does this have cross industry impact?
What parts of the industry are impacted?
What is the specific impact?
How threating is the potential impact?
How are key stakeholders impacted?
How quickly is the event expected to unfold?
What is the potential for escalation?
Assessing the Situation
Incident Classification System
CRISISUnexpected event that has major impact on the industry and
requires immediate response.
ISSUEOccurrence that could have major impact on the industry but
happens in the regular course of business and can be planned
for and potentially mitigated.
Level 1Immediate; unexpected; threatens the industry and members ability to
operate
Level 2Potential material event for one or more members; time to prepare and plan
INCIDENT Expected or unexpected event that has limited impact on the
industry and could escalate to crisis if not handled
appropriately.
Level 3Impacts one member company; requires initial and/or long-term action
Questions to
Determine
Classification
Meetings Mean Business Crisis Playbook | 10
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
I N C I D E N T C L A S S I F I C A T I O N S Y S T E M I N T E R N A L N O T I F I C A T I O N M M B E N G A G E M E N T
Spokespeople
Working Group
Core Crisis Team & Working Group
MMB(U.S. Travel & APCO)
Develop communications approach & messaging
Assess Situation
Evaluate, classify incident and engage crisis teams
Gather Information
Internal Notification
Meetings Mean Business Crisis Playbook | 11
Situation Recognized
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
I N C I D E N T C L A S S I F I C A T I O N S Y S T E M I N T E R N A L N O T I F I C A T I O N M M B E N G A G E M E N T
MMB can support and/or drive crisis response depending on the situation. In assessing each specific
situation the core crisis team and working group should determine the appropriate structure.
MMB Engagement
Meetings Mean Business Crisis Playbook | 12
MMB Response • Cross industry impact
• Multi-market media attention
• Benefit to having industry
voice own the issue
MMB + Member
Response • Significant impact to a
specific vertical
• Industry wide reputational
concerns
• MMB member considered
authoritative and/or trusted
voice on the issues
Member Response
(MMB Support)• Situation affects one sector -
specific to MMB coalition
member organization and/or
its member ship
• Minimal impact across
industry
ROLES & RESPONSIBILITIES
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
W H O ’ S I N C H A R G E ? W H O D O E S W H A T ? W H O A P P R O V E S ?M M B M E M B E R S H I P
V E R T I C A L S
APCO will serve as the conduit– receiving intel from coalition members, evaluating
the appropriate level of MMB engagement and issuing the industry call-to-arms.
APCO and U.S. Travel will work with the core crisis team and working group to
assess each situation based on the specific circumstances and industry impact.
Who’s in Charge?
Meetings Mean Business Crisis Playbook | 14
U.S. Travel Core Crisis Team APCO
AH&LAJohn Graham
ASAE
Karen Kotowski
CIC
Michael Gehrisch
DMAI
David DuBois
IAEE
Paul Van Deventer
MPI
Debra Sexton
PCMA
Kevin Hinton
Site
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
W H O ’ S I N C H A R G E ? W H O D O E S W H A T ? W H O A P P R O V E S ?M M B M E M B E R S H I P
V E R T I C A L S
APCO Point of contact for notification of crisis situation
U.S. Travel Convener of Core Crisis Team
Core Crisis Team Incident classification and MMB engagement level
Working Group Determine communications approach
Working Group Oversee development of communications materials
Core Crisis Team Designate spokesperson
Who Does What?
Meetings Mean Business Crisis Playbook | 15
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
W H O ’ S I N C H A R G E ? W H O D O E S W H A T ? W H O A P P R O V E S ?M M B M E M B E R S H I P
V E R T I C A L S
Approval on Documents
Input on documents: Core Crisis Team
First sign-off: MMB Manager
Final sign-off MMB Co-Chairs
Approval to Act
Input on action decisions: Core Crisis Team
Final sign-off: MMB Co-Chairs
Who Approves?
Meetings Mean Business Crisis Playbook | 16
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
W H O ’ S I N C H A R G E ? W H O D O E S W H A T ? W H O A P P R O V E S ?M M B M E M B E R S H I P
V E R T I C A L S
Professional Association
AHLA
ASAE
CIC
CLIA
DMAI
IAEE
MPI
PCMA
SISO
U.S. Travel
Destination Marketing
Organization / CVBs
Anaheim / Orange County
Dallas
Greater Phoenix
Las Vegas
Miami
Nashville
New Orleans
Orlando
NYC & Co
San Antonio
Hoteliers
Caesars Entertainment
Disney
Hilton Worldwide
Hyatt Corporation
Marriott International
MGM Resorts
Rosen Hotels & Resorts
Starwood Hotels & Resorts
Incentive Travel Maritz
Site Global
Suppliers Freeman
HelmsBriscoe
PSAV
MMB Membership Verticals
Meetings Mean Business Crisis Playbook | 17
CRISIS RESPONSE
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
C R I S I S C O M M U N I C A T I O N S
C H E C K L I S TS C E N A R I O P L A N N I N G
C O M M U N I C A T I O N S
A P P R O A C HC O R E M E S S A G I N G
C O M M U N I C A T I O N S
M A T E R I A L SS P O K E S P E R S O N
S T A K E H O L D E R
C O M M U N I C A T I O N SM O N I T O R I N G
Crisis Communications Checklist
Meetings Mean Business Crisis Playbook | 19
1. 2. 3. 4. 5.
6. 7. 8. 9. 10
.
Review the
messaging platform
and recommend
changes to keep it
up-to-date and
relevant.
Designate a
spokesperson or
spokespersons.
Draft a brief
standby statement
for immediate use
with reporters.
Prioritize media and
determine the most
appropriate type of
follow-up.
Respond to
traditional and
social media
inquiries using the
approved standby
statement.
Review statements,
press releases and
other materials for
consistency.
If appropriate,
arrange interviews
with MMB
spokespeople.
If applicable,
provide reporters
with third-party
contact information.
Monitor initial
media reports and
provide updates in
real-time.
Follow-up with
reporters and
correct any
misrepresentations
and errors.
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
C R I S I S C O M M U N I C A T I O N S
C H E C K L I S TS C E N A R I O P L A N N I N G
C O M M U N I C A T I O N S
A P P R O A C HC O R E M E S S A G I N G
C O M M U N I C A T I O N S
M A T E R I A L SS P O K E S P E R S O N
S T A K E H O L D E R
C O M M U N I C A T I O N SM O N I T O R I N G
Scenario Planning
Mapping out Scenarios • Identify all potential scenarios for the given
situation.
• Determine the relative likelihood and risk for
each scenario.
• Map out all scenarios using the Risk Matrix to
identify highest likelihood/highest risk
scenarios, which should be the focus of
planning.
Key Questions to Assess Risk • What are the various developments that could
happen next?
• How likely are those developments? What
may alter the likelihood?
• What is the potential impact of the scenario?
How damaging is it?
Meetings Mean Business Crisis Playbook | 20
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
C R I S I S C O M M U N I C A T I O N S
C H E C K L I S TS C E N A R I O P L A N N I N G
C O M M U N I C A T I O N S
A P P R O A C HC O R E M E S S A G I N G
C O M M U N I C A T I O N S
M A T E R I A L SS P O K E S P E R S O N
S T A K E H O L D E R
C O M M U N I C A T I O N SM O N I T O R I N G
Communications Approach
Approach Definition Considerations
Proactive / Preemptive
Be the first party to announce the situation through
a high visibility vehicle such as a press release.
Promptly communicate directly with stakeholders.
• If you do not make a public statement, how and when will the situation become public?
• Will you be able to drive the narrative?
• What are the benefits and risks of announcing the situation?
Responsive Respond to incoming stakeholder inquiries using
approved messaging.
• What is the perception if you do not make a direct public statement?
• How will your stakeholders respond to this?
• Is there a chance that the situation will remain unknown to most audiences if you do not make a public statement?
• What are the benefits and risks of not going public?
Selective
Act proactively with a select group of stakeholders
but do not make a widespread, high visibility
announcement.
• If you only communicate with select stakeholders, how likely is it that the information will become known to a larger audience anyway?
• What will be the perception of being selective in making the announcement?
• What are the benefits and risks?
Meetings Mean Business Crisis Playbook | 21
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
C R I S I S C O M M U N I C A T I O N S
C H E C K L I S TS C E N A R I O P L A N N I N G
C O M M U N I C A T I O N S
A P P R O A C HC O R E M E S S A G I N G
C O M M U N I C A T I O N S
M A T E R I A L SS P O K E S P E R S O N
S T A K E H O L D E R
C O M M U N I C A T I O N SM O N I T O R I N G
Core Messaging
Meetings Mean Business Crisis Playbook | 22
Creating Personal
Connections
Personal relationships are
at the core of every
business decision and
face-to-face meetings
provide professionals with
that personal interaction,
which leads to deeper
relationships.
Driving Positive
Business Outcomes
Meetings and events
deliver profits, help win
new accounts, serve as
education platforms and
allow colleagues and
partners to come together
to innovate and achieve
results.
Building Strong
Communities
Outside of the results
driven by business
meetings, the events and
meetings industry creates
hundreds of thousands of
jobs, generates billions of
dollars of revenue and
supports communities
across the country.
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
C R I S I S C O M M U N I C A T I O N S
C H E C K L I S TS C E N A R I O P L A N N I N G
C O M M U N I C A T I O N S
A P P R O A C HC O R E M E S S A G I N G
C O M M U N I C A T I O N S
M A T E R I A L SS P O K E S P E R S O N
S T A K E H O L D E R
C O M M U N I C A T I O N SM O N I T O R I N G
Draft all communication materials based on key messages.
Core documents to include:
• Press release and/or holding statement
• Coalition list
• MMB one-pager
• Email template
• Sample social media content
• Targeted media list
• MMB phone tree
Communication Materials
Meetings Mean Business Crisis Playbook | 23
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
C R I S I S C O M M U N I C A T I O N S
C H E C K L I S TS C E N A R I O P L A N N I N G
C O M M U N I C A T I O N S
A P P R O A C HC O R E M E S S A G I N G
C O M M U N I C A T I O N S
M A T E R I A L SS P O K E S P E R S O N
S T A K E H O L D E R
C O M M U N I C A T I O N SM O N I T O R I N G
MMB’s spokesperson should have
in-depth knowledge but be able to
speak in layman’s terms, have
experience with the media, possess
good judgment, be articulate and
confident and be available within the
reporters’ timeframe. Each situation
should be assessed to determine
the appropriate spokesperson.
Spokesperson
Meetings Mean Business Crisis Playbook | 24
Key Questions
for Determining
Best
Spokesperson
• What MMB vertical does the issue fall under?
• Who is best equipped to speak to the specifics of
the situation? Who is best equipped to give a
general overview of the situation?
• What are the risks and benefits of offering the
spokesperson?
• Who puts the best “face” on the issue?
• Who is best able to articulate the industry’s core
values in the face of crisis?
• Who has availability for media interviews and
discussions with external audiences?
MMB Spokespeople Roger Dow – President & CEO, U.S. Travel
Nan Marchand – MMB Manager, U.S. Travel
Erik Hanson – Domestic Policy Director, U.S.
Travel
Larry Luteran – Senior Vice President Group
Sales and Industry Relations, Hilton Worldwide
David Peckinpaugh – President, Maritz Travel
Company and Experient
Key Questions for
Determining Best
Spokesperson
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
C R I S I S C O M M U N I C A T I O N S
C H E C K L I S TS C E N A R I O P L A N N I N G
C O M M U N I C A T I O N S
A P P R O A C HC O R E M E S S A G I N G
C O M M U N I C A T I O N S
M A T E R I A L SS P O K E S P E R S O N
S T A K E H O L D E R
C O M M U N I C A T I O N SM O N I T O R I N G
Stakeholder CommunicationsIn addition to communicating with the media, crisis teams must
also ensure that all stakeholders are informed of a situation and
understand what specific action is being taken.
Meetings Mean Business Crisis Playbook | 25
Leveraging Stakeholders In addition to communicating with your stakeholders about the incident, you can also engage
select stakeholders to serve as third-party advocates. Examples include academics, policy
groups, advocacy organizations, employee groups, customers, suppliers and other trade
associations. It’s important to be thoughtful in selecting third parties to amplify a message. Only
select individuals and groups whose messages clearly align with your position.
Steps to engage stakeholders • Reach out to gauge the level of interest and willingness to be contacted by the media or
other stakeholders.
• Brief interested parties on the issue.
• Refer media to third parties for comment.
• Ask third parties to engage.
Policymakers &
Elected Officials
Business
Leaders
Industry
Professionals
Media
Trade & Traditional
Effectively Communicating with
Stakeholders
All stakeholder communications should
contain three components:
1. Express concern about the crisis
and the people affected by it
2. Clearly state the actions being taken
to deal with the crisis
3. Put the crisis in context (e.g. scale,
rarity)
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
C R I S I S C O M M U N I C A T I O N S
C H E C K L I S TS C E N A R I O P L A N N I N G
C O M M U N I C A T I O N S
A P P R O A C HC O R E M E S S A G I N G
C O M M U N I C A T I O N S
M A T E R I A L SS P O K E S P E R S O N
S T A K E H O L D E R
C O M M U N I C A T I O N SM O N I T O R I N G
Monitoring
Meetings Mean Business Crisis Playbook | 26
Media and Social Media
Monitoring
Immediately initiate real-time
monitoring and determine
monitoring protocol:
• Keywords to include in search
• Timing of monitoring reports
• Distribution List
Stakeholder Reaction
Monitoring
Track key stakeholder reactions,
including:
• Comments made via phone call
or email feedback
• Comments made publicly via
quotes in news coverage or press
releases
• Comments made on social media
platforms
Note significant reactions (either positive or
negative)
Message and/or Strategy
Adjustment
Adjust messaging and/or strategy, if
needed, based on media coverage
and stakeholder reactions.
POST CRISIS
I N T R O D U C T I O N
C R I S I S
C L A S S I F I C A T I O N
& N O T I F I C A T I O N
R O L E S &
R E S P O N S I B I L I T I E SC R I S I S R E S P O N S E P O S T C R I S I S
• Short description of the issue and how it developed
• Overview of the response
• List of actions/decisions that achieved the intended result
• List of actions/decisions that did not achieve the intended result
• Recommendations for dealing with future events
Post Crisis
Meetings Mean Business Crisis Playbook | 28
Within one week after the crisis has concluded, the Working Group should
generate a report to the Core Crisis Team that includes: