Event Management Checklist

5.0 stars
Scores 4.80 with 234 votes
Event Management Checklist
    • Meet with people you are managing the event for, and discern what type of event it will be, as well as their needs and expectations.
    • Find out how many guests to expect.
    • You should be able to work out a budget and have it approved and funded.
    • How much space to you need, and what type? A hotel conference room could work for small seminars, or you may need to book dining venue for a fundraising dinner.
    • Will guests need to travel to get to your event? Price travel information.
    • If the event is more than one day or lasts well into the night, guests may need to stay over. Price hotels and motels in the area.
    • Coordinate your venue and guest arrival so you can secure shuttle service if possible.
    • Price caterers in the area, and ask for a discount for a large event. Make sure the caterer you hire can handle it.
    • You'd be surprised at how much stuff you can get for free if you offer to let local businesses sponsor the event.
    • A good band or DJ can bring a feeling of energy to your event.
    • Try to get someone famous or semi-famous to make an appearance - even if it is just a brief one. A local dignitary can often be prevailed upon to say a few words.
    • You can book local security, or contact the local PD to see if any officers are up for moonlighting at your event.
    • Coming up with a great theme doesn't have to mean holding a luau or an '80s night'. For high power business events, find a way to promote the corporate vision in a fun, engaging way.
    • You can't go wrong with flowers, and a local florist may give you a discount in exchange for displaying advertising. Don't overdo on decor - keep it simple and elegant.
    • There should be an extremely available contact who can field calls from invitees about the event.
    • You may have a marketing guru ready to hand. Otherwise, hire a advertising or marketing firm to promote large events.
    • Hold a short introductory session, then set up leaders for different groups to carry on training.
    • You should have plenty of help setting up for the event; your job as event manager should be supervisory.
    • You want to be in control of every step of the event, from hanging signage to overseeing equipment set-up and seating.
    • If not ushers, then greeters - there should be a few appropriately dressed and recognizable staffers to mingle and answer questions.
    • Carry your cell phone and consider using a handset on a set frequency to communicate with key staff.
    • You are ultimately responsible, so delegate, supervise and double check.
    • Pay any outstanding invoices, balance the budget, and summarize for the powers that be.
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Start by evaluating the number of people attending, what they are expecting, and how to meet their needs. An elegant dinner party will require wait staff. A garden wedding - plenty of seating, An educational presentation; a large room with seating and a blank wall for a PowerPoint or slide show demonstration if necessary. You have to be able to come up with a projected budget that covers details such as venue, refreshments, and staffing.  Innovate.

Be creative; make the event something people will remember and talk about for years to come, this could mean coming up with a unique theme, finding ways to barter services to cut costs, or even planning the event in a unusual location. Finally, delegate - event management can be an unwieldy beast, and for large events you will definitely need some help.

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