playbooks

home / skills / gtmagents / gtm-agents / program-ops

program-ops skill

/plugins/event-marketing/skills/program-ops

This skill helps standardize event workflows and governance across portfolios, automating reminders, approvals, and data flow to improve operations.

npx playbooks add skill gtmagents/gtm-agents --skill program-ops

Review the files below or copy the command above to add this skill to your agents.

Files (1)
SKILL.md
1.1 KB
---
name: program-ops
description: Use when standardizing event workflows, tooling, and routing across portfolios.
---

# Event Program Operations Skill

## When to Use
- Scaling events across regions/vendors.
- Auditing operational process gaps.
- Onboarding new ops managers or agencies.

## Framework
1. **Workflow Map** – intake → approval → production → promotion → execution → follow-up.
2. **Tool Stack** – registration, streaming, badge printing, analytics, project management.
3. **Data Flow** – how registration, attendance, engagement sync to CRM/MAP.
4. **Governance** – templates, RACI, change control, compliance requirements.
5. **Vendor Management** – criteria, scorecards, contract checkpoints.

## Templates
- SOP library (registration setup, badge printing, shipping, onsite checklists).
- Timeline templates by event type.
- SLA tracker for response times and escalation.

## Tips
- Automate reminders and approvals with project tools.
- Keep runbooks for each event archetype.
- Align with Security/Legal for data/privacy compliance.

---

Overview

This skill standardizes event program operations across portfolios by providing a production-ready framework, templates, and tooling guidance. It helps teams align workflows, data flows, and governance so events run consistently across regions and vendors. Use it to reduce operational risk, speed onboarding, and improve vendor performance.

How this skill works

The skill inspects existing event workflows and maps them to a standard lifecycle: intake → approval → production → promotion → execution → follow-up. It recommends a tool stack for registration, streaming, badges, analytics, and project management, and defines how event data syncs into CRM and MAP systems. Templates, runbooks, SLAs, and vendor scorecards are provided to enforce governance and repeatability.

When to use it

  • Scaling event programs across regions, languages, or multiple vendors
  • Auditing operational gaps or inconsistent processes between teams
  • Onboarding new ops managers, agencies, or event coordinators
  • Standardizing data flows from registration and attendance into CRM/MAP
  • Creating governance for templates, RACI, and compliance checkpoints

Best practices

  • Map the full event lifecycle and document a runbook for each archetype
  • Standardize a minimal tool stack to avoid duplicate data and handoffs
  • Automate reminders, approvals, and SLA tracking in your project tool
  • Keep vendor scorecards and contract checkpoints for performance reviews
  • Align templates and data handling with Security and Legal for privacy

Example use cases

  • Rolling out a single registration and badge-printing flow across three regions
  • Auditing why lead and attendance data fail to appear in the CRM after events
  • Onboarding an external agency with SOPs, timeline templates, and SLA trackers
  • Running a vendor selection using predefined criteria and scorecards
  • Implementing change control for event templates and promotional assets

FAQ

Can this skill handle virtual and hybrid events?

Yes. The framework includes streaming and analytics tooling guidance and maps engagement data from virtual platforms into CRM workflows.

How does governance get enforced across teams?

Use the provided templates, RACI matrices, and change-control checkpoints, and enforce compliance through SLAs and project-tool automation.