Event Planning Checklist

How to create an Event Planning Checklist? An easy way to start completing your document is to download this Event Planning Checklist template now!

Working with a professional event planning template is a great way to get organized for your next big event. This event management check list contains general categories and tasks material related to planning a special event divided into four areas: Programming, Facilities & Logistics, Promotions, and Finance & Administration. This template will help you keep track of all the important details, from the date and time to the guest list and RSVPs. With this template, you'll be able to plan your event with ease and confidence.

If you're looking for a way to streamline your event planning, our business templates are just what you need. This general Event Planning Checklist covers many, but not necessarily all, of the key items that need to be considered when organizing an event. Since every event project brings new deliverables, like emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel if you are doing event management for a living and looking for tools to help you out.

Create event activities (Brainstorm)
Alternatives due to weather, etc
Volunteer and staff requirements
Equipment and supply requirements
Performer/participant requirements
Prepare a detailed schedule of events
Design feedback/participant survey
Station volunteers, staff
Signage, permits, maps and schedules posted
Run/supervise activities
Info/registration booth set up
Equipment at proper places
System, 2-way radios, megaphones
Prizes (awards, ribbons, etc.)
Clean-up for each area
Return equipment
Thank you to all involved
Evaluation survey analysis
Review all site facilities/locations meeting needs
Check availability
Check accessibility
Assess parking capability and transit access
Explore costs
Learn permit requirements and conditions
Create site plan
Book facilities, rain-day facility
Identify public service needs (police, fire, EMS, traffic services, etc)
Identify volunteer and staff requirements
Permits /Planning
Facilities Amenities / Equipment / Logistics
3. Promotions
Establish Identity
Marketing
Media/PR
Day of Event
Post-event
Finance & Administration
Budget
Ensure all vendors have small change
Ensure all check payments are available for entertainers, sound equipment etc.
Ensure there is a secure cash box in place for any activity which costs money
Ensure money is picked up where there is incoming money.
Account for all money spent and received Allocate funds or food vouchers for volunteers.
Audit funds
Review budget estimates and actual amounts
Review unexpected expenses
Obtain receipts for value of donated goods and services
Send thanks your sponsors

This standardized Event Planning Checklist template with text and formatting as a starting point to help professionalize the way you are working. With our easy-to-use templates, you can create a professional-looking event plan in no time. Simply enter your event information into the template and let our software do the rest. You'll have a beautiful event plan that will impress your clients and help you stay organized.

Using this planning template guarantees you will save time, cost and effort! It comes in Microsoft Office format, is ready to be tailored to your personal needs. Completing your document has never been easier!

Download this Event Planning Checklist template now for your own benefit!

DISCLAIMER
Nothing on this site shall be considered legal advice and no attorney-client relationship is established.

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