this blog post will help you figure out everything you need to plan and execute for your next event. – what an event planning checklist includes – the 10 steps to planning an event – what to include in your event planning checklist: – 4-6 months ahead of event – 3-4 months ahead of event – 1-2 months prior to event – 1 week prior to the event – 1 day before the event – the day of the event of course, there’ll be some parts of your event that won’t fall exactly into these categories, but these must-haves are an important jumping off point. of course, the earlier you can start working on your event, the better — that way you’ll be as prepared as possible when any issues come up (as they probably will). and remember: your event can range from a small workshop to a gala fundraising event. if your event is coming up in a few months, you’ll need to start communicating with all the stakeholders outside your organization and continue coordinating with them. at this point, you’re probably spending more and more time focusing on the event and finalizing some details. this includes publicity, fundraising and member development opportunities that you can take advantage of with just a little pre-event planning.
while it’s still fresh in your mind, it’s time to get all the information you can from your event. there’s a lot you can learn that can help you for your next event. there’s software that can completely automate the process for you online. it automates administrative tasks such as managing your contacts, website, finances, and email communication if you’d like to see if this kind of software is right for your organization, try wildapricot, the #1 membership management software on the market. the best part is that wildapricot is free to try for 30 days. as a small non-profit, this software has made organizing and communicating with our membership so much easier. i hope you found this checklist helpful in getting started with event planning!
if you keep all those details in your head, the event day will undoubtedly be chaotic and stressful. as you create your checklist, put all the items into a template. all that is to say: the event budget isn’t a single checklist line item that can simply be marked off. your budget is a living, breathing document, and this format encourages you to keep revisiting all aspects of the event until it is as cost-effective as possible. on your event checklist, include a task to visually laying out the event space.
and since it runs the gamut from rentals and florals to tablecloths and accent pieces, it can be a lot making sure that you’re covering all your bases. your checklist acts as a blueprint, helping you to see the big picture, while you are planting micro-experiences for your guests. pro tip: you can create a visual layout of your event using space planning software and share it with catering staff and other collaborators before the event to cut down on potential mishaps. on an event planning checklist, you can list criteria to consider that will map back to your event goals. and, a post-event analysis will contribute to the return on investment report, where you can find out if you met your event objectives. once those are in place, the rest of the details can be built to accommodate the major components.
looking to become an event planning pro? follow this event planning checklist to get you from the pre-planning to the post-planning stage. event planning checklist and timeline. pre-planning meeting. ❑ brainstorm the theme of your event programming, décor and other details. planning an event can be overwhelming for new event planners and experience planners, alike. use this handy checklist to keep your event organizing on, event checklist excel, event checklist excel, event planning checklist template word, event management checklist pdf, corporate event checklist.
tailor an event management template. no template means no surety that you’ll remember things all the way through. so, get down to google docs or, online event planning checklist, free event planning checklist template excel.
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