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Event Planning Documentation: Creating the Checklists from A to Z

Event Planning Documentation: Creating the Checklists from A to Z. Dianne Budion Devitt. Start Where You Mean to Go. Directional . Envision. Checklists come in categories Strategic direction Design format Planning how to illustrate the message Coordinating the logistics and execution

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Event Planning Documentation: Creating the Checklists from A to Z

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  1. Event Planning Documentation: Creating the Checklists from A to Z DianneBudion Devitt

  2. Start Where You Mean to Go Directional

  3. Envision

  4. Checklists come in categories • Strategic direction • Design format • Planning how to illustrate the message • Coordinating the logistics and execution • Evaluating and analyzing

  5. Start Where You Mean to Go

  6. Pre-Event On-Site Prioritizing Marketing Wrap • Prioritizing • Marketing • Wrap

  7. Post Event Extend Start planning next one! Prioritize De-brief Reconcile

  8. The Beginning A - • The End ….. ? Z

  9. Artwork • Advertising • Advancing • A-List • Analyze • Animals • Attendees • ? • Balloons • Budget • Brokers • Briefing • Buses • Beverage • Branding

  10. C D Disability Design Décor Domain Draping Doctors Data Dressing/Green Room • Creative • Candles • Carpet • Calligrapher • Crew • Cancellation • Cabs • Coordination

  11. What is Purpose of Agreement? What is Agreement Used For? Guideline Planning Coordination Evaluation Reference • Specifications • Expectations • Ramifications • Clarifications • Justification

  12. What’s in a Proposal? What’s NOT in a Proposal? Your responsibilities Staffing details Internal Budget Suzie Q - the story and checklist • Specifications • Objective • Description of Services • Cost of experience • Additional enhancements • What is included - #, $, %, * • Legal, Risk Management, Insurance • Dates/Deadlines/Pricing Terms

  13. A checklist is NOT just a checklist

  14. EAT DESSERT FIRST START WHERE YOU MEAN TO GO References: Convention Industry Council Manual – 8th Edition Gala! The Special Event Planner for Professionals and Volunteers by Patti Coons

  15. Don’t Leave Home Withoutyou’re A-Z Tool Kit THANK YOU!

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