šŸ† How to run an executive event like a champ

Part III of my "Intentional Gatherings" series

Hello from a very cold Chicago! ā„ļø

Iā€™ll always love the people and the food hereā€¦but Iā€™m ready to get back to Miami ā˜€ļø

Now that weā€™ve gone through why I bring together executives, and my six steps for planning these ā€œintentional gatheringsā€, itā€™s time to share how I actually run them.

Today, youā€™ll learn how to pull off an intentional gathering like a champ. šŸ’Ŗ

Two notes for context before we begin:

  1. Weā€™re continuing with the example of hosting a private event for executives.

  2. As with the last newsletter, you'll notice I don't discuss the typical event logistics. My specialty is strategic engagementā€”bringing people together with intention. I choose to outsource event production to the venue or a third party so I can focus on my unique superpower.

šŸ“£ Donā€™t miss my latest video - read until the end to see it!

šŸš„ Readyā€¦

šŸ‘‰ Do the prep work.

Take the time to make sure you thoroughly know each person youā€™ve invited: what theyā€™ve done, what theyā€™re doing now, and anything you might learn from external sources (e.g. media interviews) thatā€™s not found on their LinkedIn or company bio page.

šŸ‘‰ Take time to visualize.

Imagine your guestsā€™ event experience every step of the way, from how theyā€™ll double check their invitation for address, timing, and dress code, to how theyā€™ll arrive at the venue. Envision their walk into the private event space and picture what happens when they arrive (and how what they experience will depends on what time they actually arrive) and when they leave.

You need to plan for each scenario to ensure that every guest is informed, comfortable, well taken care of, and most importantly, has opportunities for engagement at all times that they are around other attendees.

For example, consider that most executives are either going to drive and expect valet, or take a black car. Understanding this, youā€™ll want to either include free valet as part of the event, or at least ensure itā€™s available at your venue. The last thing a busy executive needs is to spend 15 minutes looking for parking ā€” which means 15 minutes theyā€™ll miss spending with your group.

šŸš„ Setā€¦

šŸ‘‰ Flow is everything.

What happens if someone arrives early? What is the experience like for the first few people who arrive? What happens if someone comes in late?

My best tip to control arrival flow is to specifically express in your invitation that itā€™s important guests arrive on-time.

šŸ‘‰ Prepare the opportunity for connection.

Write down the similarities between the attendees, or interesting facts that can be used to introduce them to each other, and think of at least 1-2 people you want to introduce each person to. This way, when someone arrives you can either say, ā€œI want to introduce you to someone (insert reason),ā€ or ā€œThereā€™s someone coming that Iā€™d like to introduce you to (insert their name and the reason). When they arrive Iā€™ll try to connect you, but if Iā€™m tied up make sure to say hello to them.ā€ This alone empowers your guests to go up to another person and strike up a conversation.

When youā€™re bringing together strangers, things can be a bit awkward from the start. If you can, have at least one other person on your team there that can guide people when they arrive and, even better, make introductions. If you canā€™t spare another team member for the event, ask one of the attendees to help out, someone you know who has a good presence.

šŸš„ ā€¦Go!

šŸ‘‰ Get to the good stuff.

In my case, our clients are top executives. Theyā€™re extremely busy. They donā€™t need or want ā€œ30 minutes of networking.ā€ At the breakfast I hosted, I had our guests sit down after just about seven minutes, and the Four Seasons staff immediately took their orders. During that time, I went right into my opening.

To open an event, start with a statement, lead with a story, provide data or something to summarize, and then tie it back to the why of the event. After that is when you give quick logistics ā€” and please, housekeeping is such an unsexy word ā€” including time expectations for peopleā€™s introductions and your role as timekeeper; explicitly say that it is your responsibility as a host to keep track of time, to be respectful of everyoneā€™s time and ensure a fair spotlight for all, while also maximizing our time together. (More on this in a bit.) And before you dive inā€¦

āœØ Do something delightful (my secret sauce!)

For this event, to my guestā€™s surprise, I put a thought-provoking question under each personā€™s plate. We opened our gathering by we answering these unique questions. One of my favorite thought leaders, Priya Parker, explains these as ā€œMagical Questions.ā€ 

For example, hereā€™s how I structured my last intentionl gathering:

āœ… Start with a powerful statement: "None of you fit into an organizational chart. But guess what? Neither do I." This immediately set a tone of exclusivity and shared identity.

āœ… Provide a thought-provoking insight: Reference research or data that validates why bringing these people together is valuable. ā€œFor example, McKinseyā€™s report on network influence within organizations shows that people like usā€”Superconnectors and Visionariesā€”are essential for driving business growth, sparking innovation, and enabling decentralized action.ā€

āœ… Tie it to the purpose of the event: "Each of us is a high-impact node in different networks. By sitting together and exchanging ideas, we amplify each otherā€™s efforts, tap into new networks, and create opportunities we wouldnā€™t have alone."

āœ… Use an engaging metaphor: I compared our gathering to the Power Rangersā€”combining our forces to generate more strength and momentum.

āœ… Set clear expectations: ā€œBefore we talk about work, weā€™ll start with a thought-provoking question. Each guest has two black cards on their plateā€”read them and choose one to answer. Keep responses to 30 seconds. If someone takes too long, I will give the wrap-it-up signal to be respectful of everyone's time so we can move into introductions. After that, I will introduce each guest individually. Following the introduction, each person will share what they are specifically working on right now and what would be most helpful for them at this momentā€”whether thatā€™s an introduction to a specific demographic, a key organization, a needed service, or just someone to brainstorm with. It is also my responsibility to track time and keep things moving, ensuring that everyone gets an opportunity to participate. Before we begin, are there any questions or comments?ā€

āœ… Acknowledge the power of the room: "By supporting each other in this way, we donā€™t just unlock opportunitiesā€”we unlock our highest potential."

šŸ‘‰ Making introductions.

For private, intimate events, I always recognize each person individually. I donā€™t just say their name and what they do, or recite their LinkedIn bio. Instead, I interpret that information through my own voice and expertise.

Here are two examples of how Iā€™ve personally introduced top executives (note: Iā€™ve removed personal information for confidentiality):

ā€œEvery time I speak with [NAME], I learn something like how [NAME] has worked with 47 of the Fortune 100 companies! And that wasnā€™t surprising to me given his track record of delivering over 400 keynotes and founding and selling three companies, with his latest company being acquired by [COMPANY]. He's also a three-time author, with his recent book [BOOK TITLE] teaching companies to [EXPLANATION]. [NAME] exemplifies what it means to be a superconnectorā€”his impressive network stems from his genuine commitment to adding value in every interaction. In our conversations, he consistently shares thoughtful advice and meaningful insights.ā€

Another introduction example:

ā€œTo be an advisor you must be personable, trustworthy, wise, and provide a unique value that sets you apart. For wealth advisors serving ultra-high-net-worth individuals, there's an additional layer of expertiseā€”the ability to navigate complex family dynamics and relationships with finesse. [NAME]ā€™s commitment to transparency and ethical advice has earned her the recognition as one of [COMPANY]ā€™s top-performing wealth advisors in America, and ranking #7 on [MEDIA]ā€™s list of America's Top Wealth Advisors. Her charm, authenticity, and sharp intellect are transforming how we think about wealth and legacyā€”and how to manage both.ā€

šŸ‘‰ Keep track of time.

Calculate how much time is left to make sure each person gets a chance to speak. Respect your guestā€™s time by making sure no one hogs the spotlight, and everyone gets maximum value from the event.

šŸ‘‰ Youā€™re the conversation facilitator, not the star.

As the gracious convener, you have a balance to strike as the host and not the main focus of attention. Only at the end of the eventā€”once attendees have received immense value from your intentional gatheringā€”can you take the opportunity to say a few words about yourself.

Keep it short and succinct, or run the risk of leaving your self-indulgent monologue as the last thing they remember of youā€”or worse, leaving them thinking it was a bait and switch! ā€œOh no we had this wonderful event and now the host is subjecting me to a 30 minute presentation about their business! Iā€™ll never do this againā€¦.ā€

Once youā€™ve arrived here, itā€™s time to relax and celebrate the success of planning and executing an impactful intentional gathering! šŸ„‚

In the next and final newsletter of this series, Iā€™ll share how to keep the momentum rolling after youā€™ve bid your guests goodbye.

Until then,
Nicole

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