Event Planning Checklist

1. Event Planning Checklist Event Planning ChecklistPurposeThe purpose of this tool is to provide a checklist to organize event-planning activities before, during,and after the event.Event Planning ChecklistDone Pre-Event Tasks Completed Notes Invite Attendees and Send Pricing Details Enter Date Make Reservations with Hotel/Catering etc. Enter Date Determine Required Suppliers, i.e. Security Enter Date Confirm Key Note Speaker Attendance Enter Date Line up Audio/Visual Crew if recording podcast Enter Date Determine Printing Requirements/Pricing Enter Date Create Badges or Credential Name Tags Enter Date Ensure Signage & Programs are Ordered Enter Date Discuss Event Team Roles & Responsibilities Enter Date Post Event on Website/Write Press Releases Enter Date Confirm Attendance with Phone Follow-ups Enter Date Review and Confirm Final Event Budget Enter DateDone Event Tasks Completed Notes Confirm that all equipment has arrived OK Enter Date

2. Conduct Pre-Event Meeting with Event Team Enter Date Check Venue Rooms: ensure staffed & ready Enter Date Find Local Restaurants/Attractions to suggest Enter Date Conduct Registration Process & Kick-off Enter Date Ensure all Speakers/VIPs are prepared Enter Date Conduct Rehearsals for Speakers/Workshops Enter Date Check sound/lights or other AV equipment Enter DateDone Post-Event Tasks Completed Notes Conduct Post-Project Evaluation & Budget Enter Date Review to determine real costs for event Perform Tradeshow ROI Calculation Enter Date Score Leads with Lead Scoring Index Enter Date Conduct Pre-Event Meeting with Event Team Enter Date Check Venue Rooms: ensure staffed & ready Enter Date Find Local Restaurants/Attractions to suggest Enter Date Conduct Registration Process & Kick-off Enter Date Ensure all Speakers/VIPs are prepared Enter Date Conduct Rehearsals for Speakers/Workshops Enter Date Check sound/lights or other AV equipment Enter DateDone Post-Event Tasks Completed Notes Conduct Post-Project Evaluation & Budget Enter Date Review to determine real costs for event Perform Tradeshow ROI Calculation Enter Date Score Leads with Lead Scoring Index Enter Date