The Ultimate Event Planning Checklist
Organizing a high-profile event whether it’s a company gala, a fashion show, or a national conference attended by thousands, requires both big-picture thinking and attention to the smallest of details.
Every event planner has their own system and approach to project managing the big event. Here’s our checklist for flawless execution.
STRATEGIC PLANNING
Goals and objectives
Event concept and scale
Timelines, milestone setting and event date
Budgets, registration fees and resources
PR and communication preparation
Event chair, teams and committees
Identify and confirm speakers and sponsors
SYSTEMS PLANNING
Registration and ticketing
Record keeping plan
Document sharing
Booking platform
Vendor protocol
Reporting system
OPERATIONS PLANNING
Finalize budgets and timelines
Roles and responsibilities
Project planning software
EVENT PLANNING
Venue and site surveys
Vendors, catering and audio visual
Contracts, logistics and staffing
Security, health and safety
Event run sheets
Team meeting schedules
Presentation content and asset preparation
Speaker bio’s, photos, riders
Travel and accommodation arrangements, room drops
Set up and enable online registration
Sponsorship packages and levels
Insurance, underwriting risk
Attendee survey systems
Mobile event apps
Attendance tracking technology
Check in, registration, badging
Event team communication technology
Day before event walk through
Event day team meet ups
CONTINGENCY PLANNING
Venue change, alternate keynote speaker, loss of records or data
Emergencies, terror attack, death, accident, loss of essential service, fire
Venue safety protocol and procedures
Low attendance, senior executive changes, event team changes
MARKETING PLANNING
Theme, concept, tagline, key messages, positioning
Brand and visual identity
Communications and social media planning
Microsites, social media platforms, cover photos, social campaigns
Print collateral including tickets, postcards, flyers, postcards, billboards, banners, wraps, decals, vehicles, selfie backdrops
Digital asset production
Advertising traditional, online, advertorial
Media partner and agreements
PR PLANNING
Media relations and outreach, media kits
Media advisories, press releases
Crisis communication preparation
Press conference prep, step and repeat backdrop, pool feed
Interview set up and coordination
Influencer alignments
Executive talking points and interview preparation
Media monitoring and editorial coverage tracking
Event pressroom
Government and stakeholder relations
POST EVENT PLANNING
Take down schedule and team
Event debrief and post mortem
Expense wrap up and final reporting
Thank you’s
Large scale event planning can be daunting and for good reason - a misstep can have significant repercussions to brand and reputation. When in doubt, partner with a PR pro that can help pull it all together.
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