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Event planning budget template4/12/2024 This is the main attraction that draws guests in! Whether you’re planning for a sales meeting or a talent show, you’ll need to make sure everything is booked and the proper equipment is ready to go. If onsite rentals aren’t an option, set up tasks for renting or procuring items like tables and chairs, linens, and specialty lighting. That makes things easy! But you’ll still want to track the time it takes to choose and order these items. Some venues build furniture and decor into the packages they offer. You may want to track the entire process-from research to deposit-in your checklist, and note any follow-ups you’ll need to do to ensure everything’s good to go when event day rolls around. Common event vendors include caterers/food and beverage, photographers, and florists. The vendors you’ll work with will depend on your event type and scale. Keep track of vendor research, RFPs, and quotes until you find a winning venue that’s both on budget and available for your event. Unless you have an existing relationship with a venue, it takes time to land the right location for your event. Don’t forget to include less glamorous tasks like shipping and transportation services too, if needed. Your budget, schedule, and guest list are important factors here. This is all about getting the nuts and bolts of your plan in order. That’s why having a solid event management plan is a must.Ĭonsider these core activities when creating and organizing your own event planning checklist. There are tons of details to keep up with-no matter the size of your event. What should an event planning checklist include? It’s an important tool in any event coordinator’s belt because it allows you to break your plan down and carefully track every detail. What is an event planning checklist?Īn event planning checklist is a document that outlines all the tasks that need to happen and deadlines that need to be met to ensure your event goes off without a hitch. Just be sure to account for these general stages in the overall organization of your plan. You’ll need to tie up loose ends, follow up with attendees, and take note of how the event went so you can improve your process the next time around.įeel free to go into as much (or as little) detail as you want for each event planning phase when creating your plan. Wrap-up and evaluation: Once your event has come and gone, your work isn’t done yet.Documenting these activities beforehand minimizes event-day stress and helps ensure your event runs smoothly from start to finish (minus the unpredictable mishaps that are bound to happen from time to time). Execution: Event execution is less of a phase and more of an onsite to-do list for all the moving pieces that need to come together on event day.Having a shareable event marketing & promotion plan in place makes coordinating initiatives and keeping everyone in the loop a whole lot easier. It includes all marketing, PR, and promotional activities. Promotion: This stage is all about getting the word out so you’ll have strong attendance at your event.Tasks may include finalizing a budget, assembling your team, developing a guest list, arranging transportation, and setting up the event registration process. Your goal in this phase is to hammer out all the approvals, logistics, processes, and services needed to proceed with the event. Planning: As the event planner, this is the heart and soul of what you do and where the bulk of your efforts will be focused. Make sure your event planning process covers these 4 stages: While no two events are alike, the basic steps for planning an event remain the same. What are the stages of the event planning process?
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