whether you are a corporate event planner or an administrative person, the basics of event planning require you to have strong organizational, communication, and documentation skills. organization is one of the many keys to success for most event planners. not only can mastering organizational skills lead to less stress, but it can also enhance your creativity as an event planner allowing you to see the bigger picture and think outside of the box knowing that you have a firm handle on the details. while many event planners are moving to more electronic and digital organization tools, physical binders can serve as the place for the most important event and program details. keeping hard copies of certain documents, notes, and other details can be a lifesaver over the life of an event.
while your event binders should include all of the most important details of each event in hard copy, the rest of your reference notes, ideas, and correspondence should also be kept organized and together. online tools like google drive and dropbox can provide an organized place for all sorts of electronic documents from spreadsheets to invoices. these tools allow you to upload, store, and organize documents into online files and folders where they can be easily accessed from anywhere. it can be the perfect organization solution for event planners who are always on the go. in the end, how you organize your documents, notes, and correspondence is up to you. the most important factor should always be accessibility and readiness for information.
these creative organization tips for event planners go beyond basic or common sense principles to bring you great techniques and tools you might not have even considered (or heard of) before. if you choose to systemize the parts of the process you do for every single event, you’ll actually give yourself more room to be creative. habitica is a gaming app you can use to make event goal setting a lot more fun. it’ll help you stay focused and not get too overwhelmed with how many things you still have to complete. it’ll help you keep track of what needs updating and where you can expect to find each document. plan things like time sensitive meetings and approvals or sign offs for before they leave on vacations or trips make sure your event planning timeline stays on track.
if your digital calendar system offers it, choose to have it automatically send you a summary of your calendar for the day to your email every morning. that way you can keep your primary email inbox limited to new client emails, in office tasks, and general administrative concerns. if the person doesn’t respond by that date you can follow up. or if you’re not sure you can keep up with a spreadsheet long term, pick on social media tool you use for business and make sure you connect with or follow your new contacts immediately. they can take care of administrative and note taking tasks for you so you have time to keep your highest priority items in order. refer to it before starting a new event so you can improve on your performance next time around and not make the same organizational (or other) mistakes again. organization can be a key to improving the skills and performance of any event planner.
in this blog post, we’ll guide you 13 key steps needed for planning your event: develop your event goal and objectives. organize your team. whether organizing a small meeting or orchestrating a large conference, event planning is a huge task! this guide lays out a plan for managing a successful in this ultimate event planning guide, we will discuss all you need to know about planning, organizing, and executing an event in this step-by-, event planning template, event planning template, successful event planning, event planning guide pdf, event planning ideas.
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