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Event Planner Checklist

  • Twelve to Eighteen Months Ahead

    • Meet with stakeholders. Hold a formal meeting with stakeholders to ensure you understand their needs and are prepared to meet them.

    • Book the venue. In larger cities, this may have to be booked even further ahead. Pay the deposit and sign any necessary contracts to ensure the space is reserved.

    • Secure funding. Before setting a budget, ensure funding is in place.

  • Six Months Ahead

    • Price catering. Make a shortlist of vendors who meet the menu and budget guidelines to present to committee members or the head organizer.

    • Book security. If the event requires security, book now and pay a deposit.

    • Key speakers or guests. Book speakers and send save 'the date' notices to key guests.

  • Eight to Twelve Weeks Ahead

    • Designate an event contact. This is the person guests can call or email for information or to RSVP.

    • Marketing. Advertise the event in media, online, or by sending invitations for a private function.

    • Reserve accommodations. Book a block of hotel rooms near the event venue if out of town guests require.

    • Travel. Price train fare and flights and send this information to guests traveling to attend.

    • Sponsors. If prizes or gifts are required, solicit donations from community sponsors.

    • Audiovisual and seating. Determine audiovisual requirements and a seating arrangement to ensure the seating and equipment is available.

  • Four Weeks Ahead

    • Train staff. Hold a training session for staff to reiterate expectations, set standards, and delegate duties leading up to and the day of the event.

    • Licenses. Secure any parking, liquor, or other required licensing.

    • Catering. Confirm the menu and number of attendees with the caterer.

    • Agenda. Finalize and distribute the agenda to all organizers, speakers, and support/technology staff.

  • The Week of the Event

    • Set-up. Supervise set-up and walk through the days events to ensure all systems are in place, equipment is working, and supplies are adequate.

    • Meet with staff. Take staff through the venue and give each a detailed description of their duties.

    • Prepare signage. Set up signage, place cards, menu boards, and any other visuals.

    • Speakers. Contact each speaker to confirm and review the agenda.

    • Entertainment. Confirm live entertainment needs and ensure all equipment is ready.

    • Decorate the venue. Buy additional supplies, if needed.

  • The Day of the Event

    • Arrive early. Delegate tasks for all organizers, volunteers, and staff. Oversee the operation as all equipment, seating, signage, etc., are checked.

    • Designate greeters. Have an adequate number of staff or volunteers welcome guests and orient them in the space.

    • Be available. Carry a cell phone or handset and communicate regularly with staff and volunteer organizers.

  • After the Event

    • Clean up. Return any rented equipment, glassware, or seating.

    • Prepare thank you notes. Thank all volunteers, speakers, sponsors, and organizers for their contribution.

    • Balance the budget. Prepare a final budget and submit to your organization.

    • Summarize the event. Write a report for organization members who may plan similar events in the future.

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