Introduction

Planning a pharmaceutical meeting is a complex and comprehensive process, with challenges running the gamut from compliance, engagement, and data security to logistics and ROI measurement. The following 5 tips can help you make the most of your medical meetings by giving you a framework to approach this admittedly daunting task.

Tip #1: Set goals

Before you consider all the “whats” about your meeting, you need to clarify the “why.” Determining a clear goal (or goals, a maximum of 3) will help you focus on how you intend to achieve your business objectives. Many organizations use SMART goals (Specific, Measurable, Achievable, Realistic, Time-sensitive) to help them define their priorities. For example, if your overall goal is to increase brand awareness, your SMART framework may look like this:

As an organization, it is essential to pre-align with purpose internally. Creating tailored prep tracks for Commercial, R&D, Medical Affairs, etc., will ensure that everyone is aligned on goals and objectives prior to attending your meeting. To make sure everyone is staying on track, consider using a Meeting Impact Canvas or an Insight-to-Action Workflow. Sharing a pre-meeting alignment template or creating a “5 Questions Every Stakeholder Should Answer Before Attending” questionnaire can ensure that all stakeholders have a consistent narrative on hand when engaging with the meeting participants.

Tip #2: Plan accordingly

Once you have established your goals, it’s time to plan. Planning is the most time-intensive part of the entire meeting process and requires deep industry understanding and close attention to detail. It’s best to coordinate the event team with regular check-ins and strict adherence to timelines, especially when you have a short lead prior to the meeting. Cross-channel collaboration and alignment across the Medical, Commercial, Compliance, Public Relations, and Logistics teams will be imperative to ensure consistency of messaging, resource optimization, and a seamless attendee experience.

In order to plan to meet your goals, you must consider:

  • Your audience: Who are they, what are they interested in, and how should you tailor your event to match their preferences? This requires research, which you may already have in-house. Ask the relevant internal teams what information they have; they know their therapeutic landscape and how their business fits within it the best.
  • Your agenda: Who is speaking? You should be able to leverage your KOL engagement plan to obtain speakers who know your audience and can maximize engagement with your topic. Meaningful interactions provide value and create the potential for long-term relationships with attendees.
  • Your budget/platform: Is your event in-person or virtual? How much digital engagement or tech can you afford? Virtual event platforms reduce costs and burden on the event planning committee, provided they offer high-quality content. In-person events can be expensive, so prioritizing the bare necessities is critical. Hybrid events may offer the most flexibility and be more budget-friendly. In all cases, compliance is key to a successful plan.

A word about compliance: Reporting compliance and transparency rules are ever-evolving, and the cost of non-compliance can be expensive: Up to $1 million US in fines and additional audits. Be sure you partner with experienced pharma event specialists to ensure that your meeting meets all the requirements for compliance.

Tip #3: Operationalize engagement

Develop a strategy to engage your audience before, during, and after your meeting. This includes creating content that piques audience interest, facilitates conversations during the event, and delivers long-lasting impact after the meeting’s conclusion. You can use structured facilitation tools (e.g., real-time polling and breakout sessions) to extract cross-functional insights in the moment, and deploy a single point of contact to own the output so that the meeting noise is turned into clear next steps to continue post-meeting engagement based on narrative updates and stakeholder-specific takeaways. Other engagement strategies may include “Meet the Expert” sessions, gated on-demand content hubs, and Q&A sessions with active moderators. For example, bringing patients and caregivers into a conversation moderated by a KOL speaker can create a more human, emotionally resonant experience, delivering a highly engaging experience that reinforces the real-world impact of your scientific topic for your target audience.

Tip #4: Market your meeting

All your planning will amount to zero if potential attendees aren’t aware of or interested in what you have to offer. A strategic mix of targeted outreach to key decision-makers, influencers, and pharma stakeholders will create awareness and drive registration. Using digital drivers, such as event landing pages, social media, SEO, paid content, and emails, has proven effective in garnering attention and creating action. As budget is always a consideration, be sure to determine who you want to target and how to most effectively reach them, given their communication preferences.

Tip #5: Post-event report-out

Remember those SMART goals you set in the beginning? It’s time to see how they measured up to actual performance. Analyzing attendee data based on the measurements you pre-set will help gauge your meeting’s success. Generating a post-event report can help your team see what worked and what didn’t, and lead to more effective follow-up strategies.  A post-event follow-up with your targeted audience through a survey about their meeting experience can also provide you with valuable insights and recommendations for improvement.

Need help reinventing your event?

Many organizations are creating in-house teams specifically to manage congress attendance and event planning. However, others still rely on outside help to manage the complexities of event planning and execution. If you’re in the latter category, Cactus Life Sciences offers a range of services that can help you achieve meeting/event success. Partnering with an agency that expertly manages every detail—from speaker engagement to scientific content to on-site delivery—ensures a seamless experience within tight cost constraints. With experienced teams that can anticipate challenges before they arise and design individualized event concepts from the outset, it is possible to deliver fresh, engaging experiences without inflating the budget. The right partner doesn’t just manage events, they elevate them. To learn more about how we can help you, get in touch. We look forward to hearing from you.

Laura Perry

Vice President of Marketing