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Billing & Invoicing Module in the GM&E Event Planning Guide
Different training modules to support your development, hard & soft skills, related to Planning, including invoicing
Event Stages: POST EVENT
Filters 1: Billing & Invoicing
Filters 2: Commercial
Filters 3: Guidelines, Key
OWNERs: Commercial
Tags 1: invoicing
Tags 2: billing
Tags 3: finance
Touchpoints: BILLING & INVOICING

GM&E Credit Application SOP
Credit application is critical to a smooth and secured direct bill process, i.e. when payment is made after the event
Event Stages: POST EVENT
Filters 1: Billing & Invoicing
Filters 2: Commercial
OWNERs: Commercial
Tags 1: invoicing
Tags 2: direct bill
Tags 3: credit application
Tags 5: billing
Touchpoints: BILLING & INVOICING
Tag 4: payment

GM&E Invoicing SOP
Confirming every team’s role in the billing and invoicing process to ensure accuracy and timely sending of GM&E invoices
Event Stages: POST EVENT
Filters 1: Billing & Invoicing
Filters 2: Commercial
Filters 3: SOP
OWNERs: Commercial
Tags 1: invoicing
Tags 2: billing
Tags 3: finance
Touchpoints: BILLING & INVOICING
Tag 4: credit

Menu Tasting SOP
Easy one pager supporting to plan and host the ideal menu tasting
Event Stages: PRE-EVENT
Filters 1: Site Visit & Tasting
Filters 2: Commercial
OWNERs: Commercial
Tags 1: Event Planner
Tags 2: Menu Tasting
Tags 3: Best Practice
Touchpoints: SITE VISIT & TASTING
Tag 4: One pager

Site Inspection Training in 3 Modules : recorded bite size / live virtual session / hotel based role plays
Hotel Visit Training modules – to support new team members but also refresh knowledge for experienced specialist
Event Stages: PRE-EVENT
Filters 1: Site Visit & Tasting
Filters 2: Commercial
Filters 3: Key, Training content
OWNERs: Commercial
Tags 1: Site Inspection
Tags 2: Training
Tags 3: Best Practice
Touchpoints: SITE VISIT & TASTING
Tag 4: Video Recordings

Site Perfect : 3 playbooks + check lists / preference forms / information forms
Hotel Visit gives an understanding of what makes the Perfect venue and the importance of the Site Inspection and finding out the venues Unique Selling Points (USPs).
Event Stages: PRE-EVENT
Filters 1: Site Visit & Tasting
Filters 2: Commercial
Filters 3: Key, Training content
OWNERs: Commercial
Tags 1: Site Inspection
Tags 2: Training
Tags 3: Best Practice
Touchpoints: SITE VISIT & TASTING
Tag 4: Supporting tools

Menu Tasting Form
Supporting document for a event planner during a menu tasting to register All feedback – Menu Tasting Form
Event Stages: PRE-EVENT
Filters 1: Site Visit & Tasting
Filters 2: Commercial
Filters 3: Form/Template
OWNERs: Commercial
Tags 1: Event Planner
Tags 2: Menu Tasting
Tags 3: Form
Touchpoints: SITE VISIT & TASTING