LESSON 3: EVENTS MANAGEMENT PROTOCOLS
Welcome to the third lesson under the Events Management Component!
This lesson introduces you to the different kinds of protocols necessary for event management, as adopted from the Office of the Chancellor Memorandums and the Handbook on Protocol in the University of the Philippines.
Lesson Objectives:
At the end of the lesson, the participants should be able to:
Define what a protocol is;
Enumerate the three main stages in events management planning; and
Identify the different protocols under the three stages of events management.
Study Hour/s: 1.5 hours
Lesson Assessment: Quiz via Google forms
In the context of events management, a protocol generally refers to the prescribed set of guidelines on the correct way to act in official settings.
The institution has its own rules to follow which are outlined in the Handbook on Protocol at the University of the Philippines. This was published back in 2005 and thus, promotes uniformity amongst all the campuses.
In relation to the component, the following protocols were identified to relate to and aid in the planning, implementation, and evaluation of an event. Three stages were used to categorize these protocols: the pre-event, event proper, and post-event stages.
Protocols that must be carried out before an event starts. They set the tone as everything that you apply or don't apply at this point will surely impact the execution of an event. This stage, therefore, serves as the foundation of an event.
Invitations
Sending Out Invitations
Invitations must reach the invitees at least two weeks before the event.
These should specify the date, time, place, the dress code for the occasion, as well as in whose behalf they are being sent.
If there is no specification regarding the required attire, it may be assumed that the attire is informal.
If the invitation is for dinner or a reception after six o’clock, the usual attire should be a barong for men and a long dress for women or a business suit or smart casual.
The words “formal” and “informal” should not be used as they may not share the same meaning among people who come from diverse backgrounds.
A map or sketch of the venue must be included.
Black ink should always be used in writing formal invitations.
Things to consider when inviting the following people:
Guest of honor/speaker (VIP)
The letter of invitation must include the: (1) Profile of the audience and the other speakers, (2) Time allotted for their speech, and the (3) Theme of the event [if there is any].
These will serve as background materials for the speaker to use in their speech.
When requesting the presence of high-ranking officials, always indicate a tentative date for the event.
Regents, national artists, etc.
Avoid sending an invitation of courtesy when inviting a Regent or any individual whose presence is not much expected.
This gives the presumption that everyone who receives an invitation will come.
Those of “national” stature (e.g. national artists, scientists, etc.) should be received with decorum and granted proper recognition.
The people in charge of reception are expected to recognize VIPs by face.
University President
When the President is invited to be a guest of honor, the chancellor must be informed.
In such times when the Chancellor is not available, the Vice-Chancellor will be the one responsible for receiving the President.
Examples of events that are worthy of the President’s presence includes:
Investiture of a new president
Testimonial for major donors, supporters, friends of the University
Welcome reception for U.P. Oblation Scholars
University Foundation Day
Visit of heads of foreign universities, distinguished academicians, experts
Welcome/Farewell dinner for participants in international conferences hosted by the University
Responding to Invitations
Invitations should be answered within one or two days to give ample time for the host to invite alternates.
Declining Invitations
The reasons for declining an invitation should be acceptable.
Declining must also be done as early as possible.
Proper Use of Faculty Titles
In written communication, it is customary to include the faculty title below the addressee's name.
Ex: Victoria Reyes
Professor of Humanities
In some situations, the addressee's highest degree may be written after their name.
Ex: Victoria Reyes, Ph.D.
Professor of Humanities
In salutations, a Professor, an Associate Professor, and an Assistant Professor are all addressed as “Professor.” Meanwhile, an Instructor is addressed as "Mr.” or "Ms."
Ex: Dear Professor Reyes:
Dear Ms. Cruz:
A Professorial Chair holder may add the name of the chair to their title.
Ex: Victoria Reyes, Ph.D.
Roberto Benedicto Professor of Humanities
A faculty member who has an administrative position may add their designation to their faculty title.
Ex: Nestor Angeles, MD
Professor of Pediatrics and
Dean, College of Medicine
Protocols that are implemented while an event is ongoing. It is essential to be knowledgeable of these as they ensure that events will be smooth sailing as well as guarantee that guests will be able to have a great time during the event.
Welcoming the Guest
Arrival Honors
Must be brief and neatly executed (can be a handshake or a photo op)
It is no longer advisable to give corsages and leis (garlands) to guests for wearing.
Note: Prior research regarding the customs and traditions of foreign visitors must be made to ensure proper show of respect.
Usually, the President/Chancellor will be the one receiving the guest.
Reception Line
This line is ranked by position and may consist of the Chairman of the Board, the President, the Chancellor of the host campus, and the VP for Public Affairs.
Other University officials may also be invited to join so long as the line is not too long.
Signing the guest book
A university official should lead the guest of honor to the foyer where the guest book is.
A photographer must be at their ready and a good pen must be available.
In cases where the reception is too , a pre-printed registration list is provided which is attended to by a secretariat.
Reception area and holding room for VIPs
Guests are usually ushered to the anteroom of the Office of the President.
However, the nicest and most comfortable room in the building may also serve as the reception area to accommodate such individuals.
Flag Protocols
U.P. Flag
The UP flag bears the institutional colors, with maroon on top and forest green below.
At its center is the seal of the University of the Philippines.
National Flag
The flag can be hung both horizontally and vertically.
When hung horizontally, the blue field should be on top.
Only when the Philippines is at war should the red field be at its peak.
Vertically, the blue field should be to the left of the viewers’ perspective with the red field at its opposite side.
The flag should never touch the ground.
When hoisting or lowering the flag, everyone should face the flag and stand at attention. Hats and headdresses should be removed with the right hand and must be held at the left breast.
Even without the presence of the Philippine flag, the same manner of respect to the flag must be observed when the national anthem is played. In this sense, all must face the musicians.
Flag positioning
During Procession - The Philippine Flag should be placed on the right side, with the UP Flag on its left side.
On Stage
The Philippine Flag should be on the right side of the stage or to the left of the audience.
The UP Flag, on the other hand, should be on the left side of the stage or to the right of the audience.
Vehicle - The Philippine flag should be on the left side of the vehicle’s front, with the ambassador’s flag on the right.
Seating Protocols
The important seats are the focal point.
The rest of the guests should have a good view of the guest of honor.
The seats must also be arranged in order of importance to the guests, regardless of gender.
The place of honor should be to the right of the host.
The next most important guest should be seated on their left side.
The third and fourth should be to the right and left of the co-host, and so on.
Who is considered the honored guest? In most cases, they are:
The guest of honor as cited in the invitation
The guest speaker
The ambassador or government official for whom the dinner is given
The donor in a turnover event
The place of honor is commonly allotted for foreign visitors, except when a prominent national figure is in attendance.
The Members of the Board of Regents and University officials must be seated at the table according to their ranks and who is senior to whom.
During social dinners, the sexes are alternately seated, and husbands and wives are separated and are occasionally even seated at different tables.
In cases where the spouse is present, s/he will naturally assume the rank of his/her mate.
It is helpful to mark the seats of the event host and co-host using place cards.
During large dinners, University and college officials must be dispersed among the tables, assuming the role of hosts.
Place cards and menu cards must match in terms of their paper stock, printing, and design.
The paper stock is in light printing.
The printing is in blank ink (although word-processed using artistic font is also acceptable).
The design must have the U.P. seal and logo, if one has been adopted, on the top margin.
Security Arrangements
Security arrangements must be included in the preparations if dignitaries, politicians, and the likes are coming for dinner.
It is also customary for the University Police to escort visiting ambassadors and other dignitaries from the entrance to the venue of the event.
Photo Op
The host must always be on the left side, as it is the place of authority.
Food and Drinks
Do’s
Serve Filipino cuisines to balikbayans and first-time visitors to the country.
Serving fillet is preferred instead of other fish dishes.
Some Westerners are put off by the idea of eating an entire fish that has its head and eyes still intact.
It is advisable that someone is there to describe and explain Filipino foods and customs.
Use menu and dish cards when there are foreign visitors as these contain information and offer a sense of formality.
Ask the secretary in advance to know if the guest of honor has any food preferences.
It is ideal to serve fresh fruit juice rather than canned juice.
It is good if red or white wine is partnered with any major meals.
Don’ts
Do not serve Chinese food to Chinese guests and Korean food to Korean guests if you only have the chance to host them for dinner once during their entire stay.
Muslim or Jewish guests should not be served pork. Hindu guests should not be served beef.
Avoid serving lavish meals during fundraising events and gratitude dinners.
Important guidelines in serving liquors
During President-hosted functions, alcoholic beverages are preferably only be provided at: (1) The Executive House, and (2) university facilities classed as tourist-oriented establishments.
Guests under the age of 18 should not be given alcoholic beverages.
Alcoholic beverages must never be served during regular office hours.
Expenses for wine and other alcoholic beverages are almost always charged from the President's or Chancellor's discretionary budget.
Protocols that must be executed after an event. These ensure that the event will end on a proper note and that order will still be maintained even after an event has wrapped up.
Gifts and Tokens
Gifts and tokens are customary in events and are commonly given to acknowledge someone who has exerted efforts to make events successful.
Possible Tokens To Give
Small items that highlight the University's research, inventions, and products
Inexpensive items for personal use that are given an institutional touch by having been stamped with the university’s name or logo
Calendars
Calculators
Letter-openers
Paper weights
Desktop organizers
Appointment books
Address books
Key chains
T-shirts with U.P.
Themes
Pens
Gifts of books
U.P. publications (just remember to never give something that is contrary to someone’s sentiments)
Special institutional gifts
What not to give
Items that means harm on the recipient’s culture
A clock, for example, should not be given as it symbolizes death among the Chinese
Bulky or heavy items
Items that bring trouble with the customs officer
Pirated CDs,
battery-operated gadgets
perishable foodstuff, etc.
Expensive “personal" items
Reminders on Giving Tokens and Gifts
Honorees of testimonial and retirement meals receive a more special gift
University tokens and institutional gifts must be tastefully made, respectable, and appropriate
Do not open gifts while a courtesy call or dinner is in progress unless prompted by the giver themself
Establish an official gift registry and have it updated periodically to avoid giving duplicate gifts to the same institution
Publicity and Press Coverage
Sometimes, events attended by high-ranking officials and/or prominent people in society are covered by the media. The following are things to consider:
Press kits may be handed out in advance when outside press coverage is invited
Some space must be set aside for a television crew if they are expected to come
Documentation
Prepare to audio record. If the budget permits, you can also video-record it.
Do not publish their words exactly without their consent.
Protocols taken from Memorandums issued by the Office of the Chancellor. These protocols may each fall under the different stages of event management: the pre-event, event proper, and post-event stages.
Videos
According to Memorandum No 060, Series of 2022 (May 24, 2022), all offices and units shall play the following institutional videos (bit.ly/UPLBvideos) produced by the Office of Public Relations (OPR) when holding events
Videos to be played before the program starts
UPLB: University of the Philippines Los Baños (1:37);
UPLB: Nurturing Innovation, Creativity, and Service (4:06); and
UPLB: A Future-proof University (4:12)
Videos to be played during breaks
UPLB Agro-Industrial Park and Information Technology Park or AIP-ITP (2:41);
UP Sierra Madre Nature and Conservation Reserve (4:32);
UPLB AGORA or Accelerating Growth through One Research and Extension Agenda (7:12); and
Other videos to be produced by the university
Videos to be played whenever applicable (Featuring the UPLB Choral Ensemble and Harmonya: String Ensemble of UPLB):
Official Lupang Hinirang
Official UP Naming Mahal
Hashtags
According to Memorandum 113, Series of 2022 (September 20, 2022), the captions of the posts of webinars, from November 2020 to the present, will be edited to include the hashtags #WatchUPLB and #UPLBwebinars. Succeeding webinars will also use the said hashtags. CIMRC should also ensure that webinars are available to the public
All details about the previous and succeeding UPLB webinars must be filled out in the directory (bit.ly/watchUPLB)
Certificates
According to Memorandum No. 149 SO 2021, the following certificates can be issued by any UPLB unit:
Certificate of Recognition - for those who have received merit-based awards.
Certificate of Appreciation - for the resource speakers and other individuals who have significantly contributed to an activity
Certificate of Completion - for individuals who successfully finished a series of training, seminars, workshops, etc., that were held for at least two days and required complete attendance, active participation, and submission of outputs.
Certificate of Participation - for individuals who took part in workshops, training, seminars, and other relevant activities. This certificate is issued only if the activity specifically calls for active participation and interaction between and among the participants and the speakers.
Certification of Attendance - for individuals who attended events, training, and seminars, without necessary interaction expected from the attendees. This may also be issued for individuals who attended only a part of a series of events. Except for the first four certificates, this certification shall be on the official letterhead of the unit. A list of attendees may be attached.
Memorandum No. 107 SO 2022 states that news and feature articles, which follow their own style, do not necessarily need to specify titles or faculty ranks and the highest degree earned.
This also applies to the names of signatories in certificates (OC Memo 2021-149), letters, and other communications.
Signatories
According to Memorandum No. 149 SO 2021, the signatories to be used for the following organizers are:
Name of the signatory - [should be in] bold font, uppercase, with no title, salutation, academic degrees, or licenses obtained
Position of the signatory - under the name
Name and position of the signatory - [should be] placed at the center of the certificate
A maximum of three (3) signatories will be the allowed only for UPLB Unit and partner agencies (non-UP), such that the name of the highest official should be placed on the right side.
Committees, projects, or programs and other smaller units under a department or institute shall not issue certificates.
Design
Only the design provided by the OPR should be used for official certificates
Depending on the organizing unit/s, a maximum of three logos (including the UP logo) may appear at the top center part of the certificate.
UP logo - leftmost part
Smallest unit - right
Names of the units [if needed], should be placed below the logos, in title case, with the name of the smallest unit on top and the name of the University under
Fonts and design elements should adhere to the UP VIG 2017 and other branding guidelines by the University
Paper size - [not smaller than] 8 x 10 inches
Paper color - white, off-white, or light cream
Paper quality - [at least] 90 GSM
Certificates are to be printed in full color, making sure that the UP colors are properly presented
Certificates of recognition and appreciation shall be placed in a jacket bearing the name of the University
Content
[Depending on the type of certificate], the content should at least bear:
A well-crafted citation
Title of the activity
Date and venue of the activity/event
Now, let's put your knowledge to the test. For this lesson's Assessment Activity, you will be answering a short quiz. Click the button below to start your quiz. Good luck!
Do you have any questions or comments? Share them below!