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Julia Rutherford Silvers, CSEP

Certified Special Events Professional

Event Management Authority & Educator

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An EMBOK Research Menu

July 10, 2006

 

EMBOK Day at the 2006 Las Vegas International Hospitality and Convention Summit, held June 6th at the University of Nevada, Las Vegas (UNLV), included vibrant discussions surrounding the scope and validity of the International EMBOK Model and strategies for its improvement and adoption by a broad variety of academic and industry stakeholders. One of the suggestions that resonated for the academic participants was to create a research menu based on the EMBOK that would provide students with viable research topics that would be of value to the industry.

 

Creating new knowledge through research is a significant link between academia and industry, providing students with learning opportunities and industry practitioners with data that can serve as a foundation for good decision making, event development, and strategies for continuous improvement. This was, in fact, one of the uses conceived for the Event Management Body of Knowledge, a knowledge framework and descriptive summary of the scope and processes that are used in the management of events that may be customized to meet the needs of various cultures, governments, education programs, and organizations.

 

The research menu presented here is an illustration of how the International EMBOK Model may be approached when seeking topics for research that will quantify, qualify, verify, or validate commonly held beliefs and practices that industry practitioners have acquired throughout their careers, turning the “school of hard knocks” into hard science. This research may be conducted within the academic realm as well as by associations that serve various industry sectors. Research data from both sources will contribute to the body of knowledge and will serve current and future practitioners, as well as event consumers through improved standards of practice.

 

This knowledge will provide important guidance to organizers and authorities. For example, studying the number of on-site ambulances included at various event types and sizes could provide standardized guidance for new events. Such data could be collected from the historical records kept by ambulance services, which might serve as a foundation for best practice or regulatory standards that would protect the health and safety of consumers at public events.

 

The EMBOK Matrix as shown below is comprised of Sectors and Domains (with their functional areas, referred to as Classes) and offers hundreds, even thousands of research opportunities. The EMBOK Matrix identifies 280 fields of inquiry, or 360 fields of inquiry with the Phases and Core Values included. One square within the Matrix indicates a single Class for a single Sector; one row indicates a single Class across all Sectors. Within each Class there may be countless elements (as illustrated in the Silvers Taxonomy comprised of approximately 600 items), but even with a simplified estimate of five elements per Class (e.g. Food & Beverage*: food service scope, catering operation selection, menu selection, service planning, and alcohol management) the number of discrete fields of inquiry jumps to 1,400.

 

*Food & Beverage has replaced Catering in the Design Domain in the original EMBOK Model due to the varying definitions of catering throughout the global industry.

 

 

One may approach the topics within a single industry sector (e.g. Meetings and Conventions or Sports Events), or comparisons between sectors or across all sectors. Such comparative analyses will enhance understanding of the horizontal and vertical nature of the overall events industry, as illustrated below. Many goods and services are used in a variety of event sectors, and data that identifies the similarities and differences between all sectors will not only help to illustrate the scope of the events industry as a whole, it will reveal opportunities for organizers and providers alike.

 

 

It should be readily apparent that the scope of research, both possible and desirable, is vast. A single square within the EMBOK Matrix offers researchers rich opportunities for discoveries to dissertations, through which the EMBOK will raise the stature and standards of the events industry and all its inhabitants.

 

Matrix Research Opportunities

 

  • The applicability and usage of the scope of the EMBOK Domains in the various industry Sectors

  • Comparative analysis of the EMBOK Phases in the various industry Sectors

  • Comparative analysis of the EMBOK Core Values in the various industry Sectors

Administration Domain Research Opportunities

 

  • The application of the EMBOK Administration Domain Classes in the various industry Sectors

  • Analysis of the scope of the EMBOK Administration Domain in individual industry Sectors

  • Job analysis of the EMBOK Administration Domain Classes in the various/individual industry Sectors

  • Best practices in the EMBOK Administration Domain Classes in various/individual industry Sectors

  • Comparative analysis of EMBOK Administration Domain Classes in the various/individual industry Sectors

Examples

Financial

 

Cash flow analysis

Bookkeeping procedures

Pricing strategies

Human Resources

 

Recruitment and selection procedures

Volunteer usage

Compensation strategies

Information

 

Specifications guides / production books

Data reporting and monitoring procedures

Privacy policies and procedures

Procurement

 

Procurement policies and procedures

RFP/bid solicitation usage

Selection and evaluation criteria development

Stakeholder

 

Governance systems

Constituency management

Coalition building strategies

Systems

 

Information software/technology systems

Communication systems

Quality management systems

Time

 

Activity definition procedures

Schedule development tactics

Change control systems

 

Design Domain Research Opportunities

 

  • The application of the EMBOK Design Domain Classes in the various industry Sectors

  • Analysis of the scope of the EMBOK Design Domain in individual industry Sectors

  • Job analysis of the EMBOK Design Domain Classes in the various/individual industry Sectors

  • Best practices in the EMBOK Design Domain Classes in the various/individual industry Sectors

  • Comparative analysis of EMBOK Design Domain Classes in the various/individual industry Sectors

Examples

Content

 

Content development criteria and procedures

Content delivery format selection process

Accreditation requirements

Entertainment

Entertainment and attraction selection criteria

Ancillary programming

Cost/benefit analysis of entertainment and attractions

Environment

Marketing and communication environments

Seating arrangement effect on learning environments

Wayfinding systems

Food & Beverage

Impact of food allergies on menu planning

Concession operations

Alcohol service policies

Production

Trends in audiovisual and multimedia equipment usage

Decorative, task, and safety lighting strategies

Soundscaping and scentscaping practices

Program

Program composition and sequencing procedures

Protocol for ceremonies

Specialty services and amenities for attendees and participants

Theme

Theme selection and development procedures

Cultural iconography and branding imagery usage

Theme integration tactics

 

Marketing Domain Research Opportunities

 

  • The application of the EMBOK Marketing Domain Classes in the various industry Sectors

  • Analysis of the scope of the EMBOK Marketing Domain in individual industry Sectors

  • Job analysis of the EMBOK Marketing Domain Classes in the various/individual industry Sectors

  • Best practices in the EMBOK Marketing Domain Classes in the various/individual industry Sectors

  • Comparative analysis of EMBOK Marketing Domain Classes in the various/individual industry Sectors

Examples

Marketing Plans

Marketing objectives and measurement strategies

Message and branding criteria development

Integrated marketing tactics

Materials

Scope and purpose of printed materials

Content and layout selection procedures

Distribution schedules and methods

Merchandise

Product development criteria

Brand management

Inventory management

Promotion

Advertising methods and mediums

Cross-promotions criteria and strategies

Contest design and implementation procedures

Public Relations

Publicity strategies and measurement

Media relations activities

Crisis and controversy management

Sales

Registration and ticketing operations

Sales platforms and technologies

Transaction procedures

Sponsorship

Commercial sponsorship criteria and development

Donor cultivation strategies

Ambush marketing controls

 

Operations Domain Research Opportunities

 

  • The application of the EMBOK Operations Domain Classes in the various industry Sectors

  • Analysis of the scope of the EMBOK Operations Domain in individual industry Sectors

  • Job analysis of the EMBOK Operations Domain Classes in the various/individual industry Sectors

  • Best practices in the EMBOK Operations Domain Classes in the various/individual industry Sectors

  • Comparative analysis of EMBOK Operations Domain Classes in the various/individual industry Sectors

Examples

Attendees

Admittance and credentialing systems

Crowd movement and flow

Arrival and departure density

Communications

Communication methods and modalities

Briefings and announcement procedures

Command and control strategies

Infrastructure

Traffic impact and management strategies

Utilities usage and augmentation

Waste management strategies

Logistics

Task analysis and sequencing procedures

Contractor coordination

Move-in, move-out, and maintenance practices

Participants

Hospitality requirements for participants

Celebrity or dignitary inclusion and impact

Selection criteria and procedures for officials and officiates

Site

Site sourcing trends and practices

Site selection criteria development and procedures

Site development systems

Technical

Staging solutions for site enhancement

Trends in production technology usage

Technician support demand

 

Risk Domain Research Opportunities

 

  • The application of the EMBOK Risk Domain Classes in the various industry Sectors

  • Analysis of the scope of the EMBOK Risk Domain in individual industry Sectors

  • Job analysis of the EMBOK Risk Domain Classes in the various/individual industry Sectors

  • Best practices in the EMBOK Risk Domain Classes in the various/individual industry Sectors

  • Comparative analysis of EMBOK Risk Domain Classes in the various/individual industry Sectors

Examples

Compliance

Applicable statues, codes, and regulations

Accessibility compliance strategies

Intellectual and property rights observance

Decision

Risk assessment procedures

Decision making criteria and restraints

Authority and accountability controls

Emergency

Medical services provision

Emergency action plans

Disaster recovery and business continuity plans

Health & Safety

Fire and life safety evaluations

Occupational health and safety practices

Crowd behavior and control strategies

Insurance

Risk financing strategies

Liability exposures

Insurance coverage

Legal

Contract execution criteria and procedures

Licensing requirements

Policy development and implementation process

Security

Security personnel and equipment selection

Security deployment criteria

Command and control system

 

Other Matrix Research Opportunities

 

  • Analysis of the EMBOK Phases in individual industry Sectors

  • Best practices in the EMBOK Phases in/within the various/individual industry Sectors

  • Analysis of the EMBOK Core Values in individual industry Sectors

  • Best practices in the EMBOK Core Values in/within the various/individual industry Sectors


Additional Matrix Applications

  • Integration and impact analyses of EMBOK Domains in the various industry Sectors

Each Class in each Domain has an impact on and will be impacted by every other Class. One may examine the impact of one row (e.g. Administration: Financial), which represents 34 points of consideration. The entire matrix of Domain Classes represents 1,190 points of consideration, and when the five Phases of the EMBOK are added, represents a minimum of 5,950 points of consideration. When this is compounded by a minimum of five elements per Class (e.g. employees, volunteers, union workers, temporary staff, etc. plus structure of authority, job assignments, job descriptions, etc. all under Administration: Human Resources), one is looking at a minimum of 29,750 points of consideration, and more likely twice to ten times that many "decisions" to be made for a single event. Although much of this analysis is done almost unconsciously and rarely documented by most practitioners, such documentation facilitates knowledge transfer and provides evidence of due diligence.

 

  • Analysis of individual events in various industry Sectors using the International EMBOK Model

The International EMBOK Model, comprised of Processes, Phases, Domains, and Core Values, may be used to create a matrix showing tasks for each element of each Class of each Domain. When extrapolated out to analysis of a single event, such a matrix would provide an operational register with 4,375 points or opportunities for continuous improvement.

 

 

What has yet to be identified, however, are the scale variables that will allow events to be fully classified. The scale of an event could be small, medium, large, or mega (or other designations) and the challenge will be putting agreed-to numbers to these qualifiers. Some governments have used attendance numbers as the baseline for certain statutory requirements. South Africa’s new Sports and Safety legislation, for example, requires a “qualified event organizer” (among other things) for any event of 2,000 people or more.

 

The sheer volume of research to be done may seem overwhelming. However, as academic programs in events management and events of all sizes and types proliferate throughout the world, this becomes a wealth of opportunity rather than a burden.

 

Let’s go to work!!


Philip Mondor, Vice President of the Canadian Tourism Human Resource Council, provided astute and though-provoking comments regarding the EMBOK Research Menu on the International EMBOK web site at http://www.embok.org/filemgmt/index.php?id=36.

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