GUIDE

Strategic Budgeting for
In-Person Meetings

Whether you’re planning a board meeting or a team workshop, clear budgeting keeps your meetings on track and your stakeholders informed. Taking ownership of this crucial piece of the planning process builds trust and credibility in your role. 

This guide walks Executive Assistants and meeting planners through a simple framework to plan smarter, adapt quickly, and manage every expense with confidence.

  • Create approval-ready estimates that earn buy-in
  • Keep your working budget agile as plans evolve
  • Review final costs and share clear, credible results

Other helpful resources

Executive Assistants reviewing a meeting planning framework in the office
5 Questions to Ask Before Finalizing an In-Person Meeting Plan
A simple meeting readiness checklist for planners on meeting objectives, attendees, timing, and budget.
Colleagues in the office discussing travel tools for Executive Assistants
Planning Resources Executive Assistants Rely On When Travel Plans Change
A practical list of travel planning tools Executive Assistants can use to manage disruptions and last-minute changes.
A team gathering at the office for a micro-offsite
The Rise of the Micro-Offsite & Why It Matters for Travel Managers
Micro-offsites are changing business travel. Learn how Travel Managers can manage cost, visibility, and policy of micro-offsites.

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