OTIS · EXECUTIVE EVENT & CROSS-FUNCTIONAL LEADERSHIP

WHQ & UCEEA Executive Visit
High-Visibility Business Event Leadership

Managing the end-to-end preparation and execution of a high-profile three-day executive visit to Poland — bringing together Otis worldwide and regional leadership, key customers and employees while coordinating complex business, protocol and logistics requirements.

3

Months
Preparation

25

Senior Leaders
& Managers

~70

Key Customers
Customer Event

~100

Employees
Reception

01 · THE CHALLENGE

Delivering flawlessly when visibility and expectations were high.

The three-day visit brought together the Otis Worldwide President, senior executives and CEOs from the UCEEA region for formal business meetings and the regional Operating Review in Warsaw.

Alongside the executive agenda, the program included a customer event for approximately 70 key clients and an employee reception for approximately 100 employees.

With a full executive schedule, formal protocol requirements, multiple stakeholder groups and complex logistics, the project required detailed preparation and tightly coordinated execution.

3 DAYS Formal business meetings & UCEEA Operating Review
WHQ Otis Worldwide executive leadership
UCEEA Regional CEOs and senior leadership
POLAND Host organization

02 · MY ROLE · EVENT MANAGER

Orchestrating executive-level business, customer and employee engagement.

Event Leadership

Led the three-month preparation as Event Manager, developing the visit concept and plan and coordinating all preparatory activities across the project.

Executive & Protocol Coordination

Maintained continuous communication and status reporting with WHQ and UCEEA protocol coordination teams, Executive Assistants and participating Managing Directors.

Business Readiness

Coordinated presentations, documents and reports and provided support during the main business meetings and UCEEA Operating Review.

End-to-End Execution

Coordinated suppliers, hotels, transportation, logistics, technical support, communication and delivery across the complete three-day executive agenda.

Project Sponsor CEO · Otis Poland
Core Project Team 3 people Dedicated project coordination
Cross-Functional Support ~20 people Management Board · Service · Sales

03 · ONE VISIT · MULTIPLE AUDIENCES

Connecting executive leadership, customers and employees.

Executive Leadership

3 Days

Business & Operating Review

Formal executive meetings and UCEEA Operating Review supported according to protocol requirements.

Key Customers

~70

Customer Event

Customer dinner with the Otis President, bringing together key clients and senior leadership.

Employees

~100

Employee Reception

Breakfast with the President including employee recognition, awards and an open Q&A session.

One integrated visit experience connecting executive leadership, customers and employees — supported by coordinated logistics, communication, protocol and business preparation.

04 · EXECUTION MODEL

From executive protocol to customer and employee experience.

01 Logistics Transportation, accommodation and logistics coordination for approximately 100 participants.
02 Business Technical support, presentations, documentation and formal business meetings across the three-day agenda.
03 Customers Customer Event and dinner with the President for approximately 70 key clients.
04 Employees Reception for approximately 100 employees including recognition, awards and Q&A.
05 Experience Coordination of events and activities between formal executive meetings.

05 · COORDINATION

Keeping multiple workstreams aligned.

Successful delivery depended on maintaining a consistent flow of information across executive stakeholders, the project team, internal support teams, customers, employees and external partners.

Executive Stakeholders WHQ and UCEEA protocol teams, Executive Assistants, Managing Directors and Otis Poland leadership.
Internal Teams Management Board, Service Branch Managers, Sales Managers and Sales Representatives.
External Partners Advertising agency, hotels, transportation and logistics providers.
Communications Invitations, visual materials, awards, certificates and coordinated information for customers and employees.

LEADERSHIP & EXECUTION RECOGNITION

“

The Polish organization did an exceptional job organizing and hosting the recent WHQ visit. The schedule was very full, logistics were difficult and expectations were high.

In all areas the meeting went off flawlessly due to your hard work. Participants from WHQ and UCEEA commented on the organizational efforts and the hospitality shown to them by the Polish team.

Please accept my sincere thanks and appreciation for your efforts.

Managing Director · Otis CEG Recognition following the Otis WHQ & UCEEA executive visit

“

I’d like to add my personal thanks to each of you for organising a great meeting and making the logistics perfect.

I also thank you and the entire Polish team for fully supporting us and making the OR3 in Warsaw both efficient and enjoyable.

President · Otis UCEEA Executive recognition for the Warsaw Operating Review

What this project demonstrates

This project demonstrates my ability to lead high-visibility, cross-functional initiatives where business readiness, stakeholder coordination and flawless execution need to come together — working across executive leadership, customers, employees and operational teams.