In-person events are back — here are 4 steps to improve the planning process
This blog is based on an article that was originally published in SUCCESS. It has been updated for 2025 and beyond
Large-scale events like sales kickoffs and leadership summits have long been a staple of business strategy. They’ve served as annual milestones—moments to align, inspire, and energize teams around the path forward.
But in today’s environment, their role has become even more vital. As organizations navigate dispersed teams, shifting strategies, and relentless change, these events are no longer just ceremonial—they’re one of the few chances to create clarity, connection, and culture at scale.
How you bring people together is now just as important as why.
Virtual fatigue, rising costs, evolving team structures, and hybrid expectations have transformed event planning from routine to strategic. The most effective companies are moving beyond default formats and asking: What does this moment demand—and how do we design for it?
There’s no one-size-fits-all anymore. The best events flex—tailored to your business, your people, and the outcomes that matter most.
So is there a gold standard? In-person still delivers unmatched energy and connection—but in 2025, the smartest strategies are context-driven.
- In-person builds energy you can feel. It’s unmatched for connection, culture, and rallying teams around big shifts.
- Hybrid expands reach. It connects distributed teams while maintaining presence and participation.
- Virtual is fast, inclusive, and cost-effective—perfect when timing or accessibility is the priority.
- Hyper-local brings people together in smaller, regional gatherings—minimizing travel while maximizing face time and relevance for specific markets or teams.
The question isn’t which format is best—it’s what does this moment call for?
This updated post explores how to design high-impact events—tailored to your context, your people, and your goals.
Let’s dive in.
Set the tone—and build something that lasts
It’s not just the format that’s shifting. Structure, length, content, and tone are evolving too—which creates a powerful opportunity for leaders to shape more meaningful, memorable experiences.
To make these moments count, it helps to pause and consider:
- What do you want this experience to be remembered for?
- How do you want people to connect with it—and with each other?
- What kind of follow-through do you want to inspire?
Approaching event planning through this lens turns it from a one-off activation into a long-term investment. As a leader, you don’t have to manage every detail—but you do need to set the tone. When your vision is clear, your team can build something truly intentional.
Here are four strategies to help you get there:
1. Empower teams to make the right decisions.
Many meetings are unproductive or a waste of time, and meetings involving event coordination may become nothing more than project updates. Though these aren’t without merit to gauge progress, it shouldn’t be the sole focus. For execution teams to act on the right decisions around every detail, the meeting agenda should also touch on the vision, benchmarks, next steps and any obstacles that might require additional support, among other topics. And it should do so at a cadence that makes sense for you, the team and the event itself.Perhaps all that’s necessary is to meet once a month until the event date closes in. Maybe every two weeks is a better option. Information is power, as they say, and you can empower your team to take initiative on their own. Research has shown that empowering team members may lead to innovative behavior and improved work performance, among other benefits. This potential boost to innovative, proactive and knowledge-sharing behaviors may be especially useful when it comes to the team developing innovative ideas and the wherewithal to put those ideas into action. Engage all team members early in the planning process. Provide them with the freedom necessary to make decisions on their own so that when things deviate from the plan, they can adjust accordingly instead of being left unsure of the next steps.
2. Find a balance between internal vision and external engagement.
You’re essentially building a legacy for how you want to be remembered. This can have a sizable impact on not only creating a memorable and lasting experience for your audience, but encouraging them to return year after year.Just look at the Consumer Technology Association’s CES® event, which claims to be “the most influential tech event in the world.” At this year’s event, CES welcomed nearly 120,000 attendees from around the world and offered massive visibility (print and social media) to its exhibitors and presenters. The planning and execution of this event, which showcases other companies’ solutions, requires months of vetting potential exhibits, working with venue and event teams and organizing high-profile keynotes.While staying true to your vision is critical, make sure that you don’t lose sight of the customer in the process. Get boots on the ground and make a habit out of listening, relaying what’s learned and even following up with customers. Then, it’s just a matter of striking a balance between your vision for the event and what the audience is saying. It’s important not to go too broad or too narrow when homing in on your audience and vision; it’s more about finding something in between that speaks to what’s really going on in the business and what attendees want in an event.
3. Create a purposeful, intentional atmosphere for meetings.
All discussions should be connected to the company strategy—“connected” being the operative word here. Think about the purpose and desired outcome. What conversations do you need to initiate? What is the red thread or throughline for everything you’re doing at the event?Without that connection, the focus can shift away from the strategy. Our company uses a pyramid diagram to divide ideas into sections and organize the meeting structure to ensure all discussions are intentional and purposeful.At a recent sales kickoff for a large client, we ensured the client’s new methodology and customers were at the core of every design element. Everything from the digital solution to the scenarios that participants engaged in to how facilitators led debrief conversations was designed to reinforce the new methodology and drive the effectiveness of a cross-functional team in service of customers. As a result of that intentionality, the client saw a 54% uplift in their pipeline coming out of the event and a 40% adoption growth of a newly introduced scorecard for account executives.
4. Reflect on operational successes and failures.
You may not think of reflection as a competency, but research shows that such a habit can be the differentiator between extraordinary and mediocre workplace performance and engagement, and it may serve to benefit your team as well. As such, make after-event discussions more than just debriefing sessions. Did the experience lead to the desired outcomes? Were there any unanticipated outcomes? More importantly, how do you plan to track results over the next few weeks or months?Our company worked with one client who was exceptional at this process. Naturally, the event’s theme fed into the experience from start to finish, and the outcomes were as expected. But instead of checking off that box and returning to business as usual, the client took reflected on the outcomes. They found ways to incorporate that specific experience into their organization so they didn’t lose any traction made with the target audience.
Thinking more strategically about how to execute an event and incorporating these event planning tips will put you a step ahead of the competition. It will also help you create an experience that’s both memorable and a critical part of establishing a legacy for you and your company.
Related content
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É possível mudar a cultura de uma organização?
Hoje em dia, poucas organizações não estão envolvidas em um (ou vários) processos de transformação cultural. Novas formas de trabalhar em organizações mais horizontais e adaptativas, melhorias na cultura de segurança, orientação ao cliente, transformações nas áreas comerciais e excelência operacional, entre outros.
E é aqui que surge uma das grandes perguntas:
É possível mudar a cultura de uma organização? E, se sim, como fazer isso?
Para ajudar a responder a essas perguntas—frequentes entre nossos clientes e amplamente discutidas—gostaria de compartilhar o que aprendemos na BTS ao longo dos últimos 38 anos sobre o que funciona e o que não funciona (até agora, pois em transformação cultural estamos sempre aprendendo).
A boa notícia é que a resposta é sim.
A dificuldade está na segunda pergunta: como fazer isso?
Um projeto? Uma iniciativa?
Um ponto importante é que a transformação cultural não é um projeto com início e fim, mas sim um processo contínuo e em evolução. Isso muitas vezes gera tensão em organizações acostumadas a uma lógica de projetos.
O que é crítico e frequentemente ignorado?
Existem elementos que, quando considerados e aplicados corretamente, tornam a transformação muito mais eficaz. No entanto, muitas vezes são ignorados.
Esses elementos são:
- Envolver as pessoas. Quanto maior o envolvimento em todos os níveis, maior a probabilidade de implementação das mudanças.
- Tornar a mudança tangível e vivida no dia a dia, conectando teoria e prática. Transparência é fundamental.
- Toda mudança tem impactos positivos e negativos — ambos devem ser comunicados com clareza.
- Mudança cultural exige tempo e transformação de mindsets e estruturas organizacionais.
- A cultura deve estar conectada à estratégia.
Como estruturamos a transformação cultural?
Nosso modelo se baseia em quatro etapas: definir resultados, criar líderes de mudança, incorporar mudanças e sustentar novas formas de trabalho.
1. Definir resultados
O primeiro passo é estabelecer resultados claros e alinhamento executivo. É necessário conectar propósito, visão e objetivos organizacionais.
Ações:
- Coleta de dados (entrevistas, focus groups, visitas)
- Diagnósticos culturais
- Definição de expectativas (Leadership Profiles
2. Criar líderes de mudança
Todos os líderes devem atuar como agentes de mudança. É fundamental engajá-los emocional e racionalmente.
Ações:
- Programas de liderança
- Playbooks
- Feedback contínuo
3. Incorporar mudanças
É essencial transformar mentalidades e sistemas organizacionais.
Ações:
- Coaching
- Sprints culturais
- Cascata organizacional
- Avaliações comportamentais
4. Sustentar o novo modelo
Garantir continuidade através de redes, dados e suporte contínuo.
Ações:
- Integração com processos de talento
- Uso de IA no dia a dia
- Monitoramento da transformação
- Comunidades de prática
A importância de ser paciente e impaciente ao mesmo tempo
Transformações culturais são complexas e não têm fórmula única.
Ser estrategicamente paciente e taticamente ágil é essencial para ajustar e evoluir continuamente.
Esse equilíbrio permite transformar a jornada em algo positivo e sustentável.
Este é apenas um resumo.
Se quiser aprofundar com exemplos e práticas:
Baixe o PDF completo e acesse todo o conteúdo.
Si può cambiare la cultura di un’organizzazione?
Oggi, poche organizzazioni non sono immerse in uno (o più) processi di trasformazione culturale. Nuovi modi di lavorare in organizzazioni più piatte e adattive, miglioramenti nella cultura della sicurezza, orientamento al cliente, trasformazioni delle aree commerciali e miglioramento dell’eccellenza operativa, per citarne alcuni.
Ed è qui che nasce una delle grandi domande:
Si può cambiare la cultura di un’organizzazione? E, se sì, come si fa?
Per aiutare a rispondere a queste domande—che i nostri clienti ci pongono spesso e su cui esiste molta letteratura—vorrei condividere ciò che in BTS abbiamo imparato negli ultimi 38 anni su ciò che funziona e ciò che non funziona (finora, perché nel cambiamento culturale non si smette mai di imparare).
La buona notizia è che la risposta alla domanda se si possa cambiare la cultura di un’organizzazione è sì.
La difficoltà sta nel rispondere alla seconda: come si fa?
Un progetto? Un’iniziativa?
Un aspetto importante da considerare è che i processi di cambiamento o trasformazione culturale non sono progetti con un inizio e una fine; sono processi in continua evoluzione. Questo spesso genera tensione nelle organizzazioni abituate a un approccio basato sui progetti.
Cosa è critico e spesso viene ignorato?
Esistono diversi elementi che, se considerati e utilizzati correttamente, rendono gli sforzi di trasformazione molto più efficaci. Purtroppo, spesso vengono ignorati.
Questi elementi critici sono:
- Coinvolgere le persone. Più le persone (a tutti i livelli) sono coinvolte nella trasformazione, maggiori sono le probabilità che implementino i cambiamenti richiesti.
- Per comprendere il cambiamento, bisogna renderlo tangibile e sperimentarlo. Ciò significa collegare il quadro teorico alle azioni quotidiane. Spiegare il quadro completo con trasparenza è fondamentale.
- Tutti i cambiamenti portano aspetti positivi, ma anche impatti negativi. Spiegare il quadro completo con trasparenza è fondamentale.
- Cambiare la cultura richiede tempo e implica identificare e modificare i “mindset” e le strutture quotidiane (simboli) che definiscono come si fanno le cose nell’organizzazione.
- La cultura deve essere fortemente connessa alla strategia.
Come consigliamo di strutturare i processi di cambiamento culturale?
Il nostro approccio si compone di quattro fasi: definire i risultati, creare leader del cambiamento, incorporare i cambiamenti chiave e sostenere i nuovi modi di lavorare.
1. Definire i risultati
Il primo passo in qualsiasi processo di trasformazione è stabilire risultati chiari. È fondamentale identificare i driver della trasformazione e definire i risultati desiderati in modo da ottenere un vero allineamento a livello esecutivo. Man mano che si procede, è necessario collegare lo scopo e la visione, comprendendo da dove si viene, dove si è e dove si vuole andare. Inoltre, è essenziale collegare la trasformazione agli obiettivi organizzativi.
Alcune azioni rilevanti in questa fase sono:
- Raccolta di informazioni (interviste, focus group, visite operative, …)
- Diagnosi culturali
- Definizione delle aspettative (Leadership Profiles
2. Creare leader del cambiamento
In BTS crediamo che tutti i leader siano anche leader del cambiamento. Adottare una mentalità da “leader del cambiamento” richiede che i leader sperimentino e vedano ciò che ci si aspetta da loro. Fin dall’inizio è fondamentale promuovere l’azione attraverso il “lavoro reale”, come stabilire nuove priorità e comunicare in modo trasparente ed efficace.
I leader devono essere coinvolti (emotivamente e razionalmente) nel cambiamento e devono capire come possono influenzare la cultura attraverso azioni concrete quotidiane.
Infine, è necessario fornire supporto continuo per i cambiamenti più difficili di mentalità e comportamento e raccogliere feedback su ciò che funziona e ciò che non funziona in questa fase.
Alcune azioni rilevanti in questa fase sono:
- Sviluppo di playbook per ruoli critici
- Implementazione di programmi di leadership e cambiamento
- Feedback loops con i livelli esecutivi
3. Incorporare i cambiamenti chiave
Per ottenere un cambiamento significativo, è essenziale identificare i modelli mentali attuali e introdurne di nuovi che supportino lo stato desiderato. Creare routine e simboli che rafforzino il cambiamento, così come identificare processi, pratiche, eventi o norme ancorate ai vecchi modi di lavorare, è fondamentale.
Co-creare nuovi modi di lavorare per un’attivazione immediata aiuta a consolidare questi cambiamenti. Con il progresso, modificare sistemi e processi che supportano e rafforzano i cambiamenti è essenziale per il successo a lungo termine.
Alcune azioni rilevanti in questa fase sono:
- Coaching per leader
- Cultural sprints
- Cascading del cambiamento nell’organizzazione
- Assessment per misurare i cambiamenti comportamentali
4. Sostenere i nuovi modi di lavorare
Il cambiamento non è solo uno sforzo individuale, ma anche un fenomeno sociale. Per questo è necessario creare reti sociali che supportino i cambiamenti di mentalità e comportamento. Interventi con supporto individuale per ruoli critici e momenti specifici, così come l’integrazione dei nuovi modi di lavorare, garantiscono la continuità del cambiamento.
Infine, è necessario utilizzare i dati per analizzare ciò che funziona e ciò che non funziona, permettendo di definire nuove azioni e interventi.
Alcune azioni rilevanti in questa fase sono:
- Integrazione dei playbook nel ciclo di talent management
- Pratica dei nuovi comportamenti con bot basati su IA
- Creazione di un ufficio per monitorare il cambiamento e definire nuove azioni
- Creazione e lancio di Comunità di Pratica (CoP)
L’importanza di essere pazienti e impazienti allo stesso tempo
I processi di trasformazione culturale sono tra i più complessi, poiché non esiste una ricetta unica.
Essere strategicamente pazienti (con risultati chiari ed evitando cambiamenti erratici), ma tatticamente impazienti (agendo nelle fasi descritte e adattando in base a ciò che funziona e ciò che non funziona) è fondamentale.
Questo approccio permette di trasformare questi percorsi in esperienze arricchenti per l’organizzazione, e non in processi dolorosi che lasciano cicatrici nella memoria collettiva.
Questo è solo un riassunto.
Se vuoi approfondire l’approccio completo, esempi e chiavi pratiche:
Scarica il PDF completo e accedi a tutti i contenuti.
Can an organization’s culture be changed?
Nowadays, there are few organizations that are not immersed in one (or several) cultural transformation processes. New ways of working in flatter and more adaptive organizations, improvements in safety culture, customer-centric transformations, changes in commercial areas, and improvements in operational excellence, to name a few.
And this is where one of the big questions arises:
Can an organization’s culture be changed? And if so, how is it done?
To help answer these questions—often asked by our clients and widely discussed—I would like to share what we at BTS have learned over the past 38 years about what works and what doesn’t (so far, since in cultural transformation one never stops learning).
The good news is that the answer to whether an organization’s culture can be changed is yes.
The difficulty comes in answering the second: how is it done?
A project? An initiative?
An important point to consider is that cultural change or transformation processes are not projects with a beginning and an end; they are ongoing, evolving processes. This often creates tension in organizations that are used to a project-based approach.
What is critical and often overlooked?
There are several elements that, if considered and properly used, will make transformation efforts much more effective. Unfortunately, they are often overlooked.
These critical elements are:
- Involve people. The more individuals (at all levels) are engaged in the transformation, the higher the likelihood that they will implement the required changes.
- To understand change, it must be made tangible and experienced. This means connecting the theoretical framework with day-to-day actions. Explaining the full picture with transparency is key.
- All changes bring positive aspects, but also negative impacts. Explaining the full picture with transparency is key.
- Changing culture takes time and requires identifying and shifting mindsets and daily structures (symbols) that define how things are done in the organization.
- Culture must be strongly connected to strategy.
How do we recommend structuring cultural change processes?
Our approach consists of four stages: setting outcomes, creating change leaders, embedding key changes, and sustaining new ways of working.
1. Set outcomes
The first step in any transformation process is to establish clear outcomes. It is crucial to identify the drivers of the transformation and define the desired results in a way that achieves true executive alignment. As you move forward, you must connect the dots between purpose and vision, understanding where you come from, where you are, and where you want to go. Additionally, it is essential to link the transformation to organizational goals.
Some relevant actions in this phase are:
- Information gathering (interviews, focus groups, operational visits, …)
- Cultural diagnostics
- Definition of expectations (Leadership Profiles
2. Create change leaders
At BTS, we believe that all leaders are also change leaders. Adopting a “change leader” mindset requires leaders to experience and see what is expected of them. From the outset, it is vital to drive action through ‘real work’, such as setting new priorities and communicating transparently and effectively.
Leaders must be engaged (emotionally and rationally) in the change and shown how they can impact culture through concrete day-to-day actions.
Finally, it is necessary to provide ongoing support for the most challenging mindset and behavior changes and gather feedback on what works and what doesn’t at this stage.
Some relevant actions in this phase are:
- Development of playbooks for critical roles
- Deployment of leadership and change programs
- Feedback loops with executive levels
3. Embed key changes
To achieve meaningful change, it is essential to identify current mindsets and introduce new ones that support the desired state. Creating routines and symbols that reinforce change, as well as identifying processes, practices, events, or norms anchored in old ways of working, is crucial.
Co-creating new ways of working for immediate activation helps cement these changes. As progress is made, changing the systems and processes that support and reinforce key changes is essential for long-term success.
Some relevant actions in this phase are:
- Coaching for leaders
- Running cultural sprints
- Cascading the change across the organization
- Assessments to measure behavior changes
4. Sustain new ways of working
Change is not only an individual effort but also a social phenomenon. Therefore, it is necessary to provide the social networks needed to support mindset and behavior changes. Intervening with individual support for critical roles and specific periods, as well as embedding new ways of working, ensures the continuity of change.
Finally, data must be used to analyze what works and what doesn’t, enabling the creation of the next set of interventions and necessary support.
Some relevant actions in this phase are:
- Integration of playbooks into the organization’s talent cycle
- Practice of new behaviors in daily work with AI-powered bots
- Design of an office to monitor change and define new actions
- Design and launch of Communities of Practice (CoP)
The importance of being patient and impatient at the same time
Cultural transformation processes are among the most challenging elements, as there is never a single recipe.
Being strategically patient (with clear desired outcomes and avoiding erratic changes), but tactically impatient (taking action in the phases outlined above and observing what works and what doesn’t, in order to pivot and adjust) is key in transformation processes.
The 4-phase approach helps achieve this, enabling these journeys to become an enriching experience for the organization, rather than a painful one that leaves scars in the collective memory.
This is just a summary.
If you want to dive deeper into the full approach, examples, and practical insights:
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