System and method for a planner
View Patent ↗A planning system and method is disclosed. The planning system includes at least one business rule remote from at least one client, a meeting editor, and at least one tracker communicately connected to the meeting editor, wherein the at least one tracker tracks at least two data items selected from the group consisting of invitees to at least one of the at least one meetings, respondents to invitations to the meeting, at least one speaker of the meeting, at least one host of the meeting, finances of the meeting, and a venue of the meeting, and wherein the at least one tracker communicates the at least two data items with the meeting editor.
1. A planner apparatus, comprising:
a project management module configured to associate at least one information item with an event;
an event logistics module configured to monitor at least some of recruiting of individuals for attendance at said event, selection of venue and speakers for said event, and travel logistics for said event, in accordance with said at least one information item;
at least one database embodied in at least one non-transitory memory and configured to store the at least one information item, the at least some of said recruiting, venue, speakers, and travel logistics and at least one business rule restricting at least one predefined combination of the at least some of said recruiting, venue, speakers, and travel logistics;
a fulfillment request module configured to track performance of tasks associated with said at least one database; and
a reporting module configured to provide data associated with said event, in accordance with at least some of said at least one information item and at least one of said recruiting, venue, speakers, and travel logistics to a user.
2. The planner apparatus of claim 1 , wherein the event logistics module is configured to monitor recruiting of individuals for attendance at said event, selection of venue and speakers for said event, and travel logistics for said event, in accordance with said at least one information item.
3. The planner apparatus of claim 1 , wherein the reporting module is configured to provide the data associated with said event in accordance with the performance tracking.
4. The planner apparatus of claim 1 , wherein said project management module comprises a representative list management module.
5. The planner apparatus of claim 1 , wherein said project management module comprises a speaker list management module.
6. The planner apparatus of claim 1 , wherein said project management module comprises a task list management module.
7. The planner apparatus of claim 1 , wherein said project management module comprises security access control.
8. The planner apparatus of claim 1 , wherein said fulfillment module comprises one or more of the group consisting of a venue confirmation letter generator, a cover memo generator, a cancellation fax and notice form generator, a custom invitation generator, a speaker confirmation letter generator, a generic invitation letter generator, a speaker thank you letter generator, a reminder fax generator, and a request for receipt generator.
9. The planner apparatus of claim 1 , wherein said project management module is configured to use at least one dynamic link library.
10. A planning system comprising:
a non-transitory memory configured to store at least two business rules restricting user selection of at least some combinations of meeting parameters and being remote from at least one client;
a meeting editor operatively connected to the memory and configured to associate ones of the meeting parameters in combination with one-another for the at east one client in accordance with the business rules to define at least one meeting plan; and
at least one tracker operatively connected to the meeting editor and configured to track at least two data items for each meeting plan and selected from the group consisting of: invitees, respondents to invitations, at least one speaker, at least one host, finances and a venue.
11. The planning system of claim 10 , wherein the at least one tracker is configured to track each of: invitees, respondents to invitations, at least one speaker, at least one host, finances and a venue.
12. The planning system of claim 10 , wherein the meeting editor is configured to be accessed by a plurality of users, and further comprising:
a security access, wherein said security access limits a first of the users to accessing a first of the at least one tracker, and a second of the users to accessing a second of the at least one tracker.
13. The planning system of claim 10 , wherein at least one of the plurality of users is selected from the group consisting of: at least one system administrator, at least one meeting planner, at least one meeting attendee, at least one speaker, and at least one service supplier.
14. The planning system of claim 10 , wherein said meeting editor comprises:
a meeting set-up module for setting up meetings; and
a meeting manager for managing each set-up meeting.
15. The planning system of claim 10 , wherein said meeting editor further comprises a fulfillment request form manager configured to generate a confirmation form for sending to an invitee upon an acceptance by the invitee of the invitation.
16. The planning system of claim 15 , wherein the confirmation form comprises a letter.
17. The planning system of claim 15 , wherein the confirmation form comprises an email.
18. The planning system of claim 15 , wherein the confirmation form comprises a facsimile.
19. The planning system of claim 15 , wherein the confirmation form corresponds to an automated telephone call.
20. The planning system of claim 15 , wherein the fulfillment request form manager comprises a template, and wherein the elements of the template are selected dependently upon said at least one tracker.
21. The planning system of claim 14 , wherein the meeting manager comprises at least one listings manager.
22. The planning system of claim 14 , wherein the at least one meeting manager comprises at least one selected from the group consisting: of an attendance listing manager, an invitee listing manager, a speaker listing manager, task listing manager, and a security listing manager.
23. The planning system of claim 10 , wherein said tracker is further configured to track travel for at least one of the at least one speaker and the at least one host.
24. The planning system of claim 9 , wherein said meeting editor comprises at least one html template.
25. The planning system of claim 9 , further comprising a finance module configured to track estimated and actual expenses.
26. The planning system of claim 9 , further comprising an auditing module configured to provide at least one audit record.
27. The planning system of claim 26 , wherein the at least one audit record includes a user identifier.