![]() ![]() Be sure to update it as information changes and share those updates with the rest of the event team. ![]() Keep your timeline close and refer to it early and often. Ensure that details pertaining to outside vendors fit into your timeline.Īs the event date nears, your timeline is your guide to staying on task and mitigating risks. The estimated budget will eventually become a projected budget, and you will be tracking actual expenses against the projections to show net income and any losses.Ĭreate a detailed production timeline that captures all key milestone dates and deliverables.Ĭonsider components such as selecting and vetting the venue, designing a marketing campaign, securing staff, lining up speakers and preparing for their needs, determining event amenities, and preparing a run-of-show document. Vendors (rentals, florals, linens, tables, chairs, etc.)Īfter developing an estimated budget, obtain bids from vendors, create a weighted scale evaluation to compare offers, and modify the budget accordingly.Health and safety (Covid precautions, equipment, materials, labor).In the latter case, you should devote a greater portion of the budget to speaker fees over expenses such as food and beverage. For example, you might consider the current rate of inflation or essential costs such as a notable/preferred speaker. However, consider the current year’s priorities when crafting the estimated budget. Last year’s budget, if one exists, can serve as a baseline. What if you miss revenue targets or funding gets cut?.What if you draw more people than expected?.Do you need to secure sponsors to achieve your goals?.If the event is revenue-generating, what is your target profit margin?.How will you continue to engage the audience?Ĭreating a realistic budget up front can help you avoid costly mistakes and surprises.What do you want attendees to do/feel when the event is over? What is the call to action?.What worked well with past events? What didn’t work?.Who is the target audience, and how well are you connected to them?. ![]() When strategizing, consider the following: Today, events are designed to make a more focused impact, with measurable results. Gone are the days when organizations hosted events just for the sake of gaining interest from the public. Click the links below to jump straight to a particular area of focus, or enter your information at the bottom of the page to download our free corporate event planning checklist PDF. The specifics of your event will ultimately guide your overall approach and planning elements.įor ease of use, we have divided this guide into three sections. Keep in mind the goal of this checklist is to provide you with “food for thought” as you undergo the planning process. To help you ensure your resources are used most effectively, we’ve put together this ultimate corporate event planning checklist. Putting on an event can be a daunting task, especially without a roadmap to follow. ![]()
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