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Event Management Checklist

  • Evaluate

    • Get your marching orders. Meet with people you are managing the event for, and discern what type of event it will be, as well as their needs and expectations.

    • Head count. Find out how many guests to expect.

    • Budget. You should be able to work out a budget and have it approved and funded.

    • Venue. How much space to you need, and what type? A hotel conference room could work for small seminars, or you may need to book dining venue for a fundraising dinner.

    • Travel. Will guests need to travel to get to your event? Price travel information.

    • Lodging. If the event is more than one day or lasts well into the night, guests may need to stay over. Price hotels and motels in the area.

    • Transportation. Coordinate your venue and guest arrival so you can secure shuttle service if possible.

    • Catering. Price caterers in the area, and ask for a discount for a large event. Make sure the caterer you hire can handle it.

  • Innovate

    • Sponsors. You'd be surprised at how much stuff you can get for free if you offer to let local businesses sponsor the event.

    • Entertainment. A good band or DJ can bring a feeling of energy to your event.

    • Celebrity. Try to get someone famous or semi-famous to make an appearance - even if it is just a brief one. A local dignitary can often be prevailed upon to say a few words.

    • Security. You can book local security, or contact the local PD to see if any officers are up for moonlighting at your event.

    • Theme. Coming up with a great theme doesn't have to mean holding a luau or an '80s night'. For high power business events, find a way to promote the corporate vision in a fun, engaging way.

    • Decorations. You can't go wrong with flowers, and a local florist may give you a discount in exchange for displaying advertising. Don't overdo on decor - keep it simple and elegant.

  • Delegate

    • Contact person. There should be an extremely available contact who can field calls from invitees about the event.

    • Marketing. You may have a marketing guru ready to hand. Otherwise, hire a advertising or marketing firm to promote large events.

    • Staff training. Hold a short introductory session, then set up leaders for different groups to carry on training.

    • Set-up. You should have plenty of help setting up for the event; your job as event manager should be supervisory.

  • The Event

    • Get there first. You want to be in control of every step of the event, from hanging signage to overseeing equipment set-up and seating.

    • Assign ushers. If not ushers, then greeters - there should be a few appropriately dressed and recognizable staffers to mingle and answer questions.

    • Be reachable. Carry your cell phone and consider using a handset on a set frequency to communicate with key staff.

    • Clean up. You are ultimately responsible, so delegate, supervise and double check.

    • Report. Pay any outstanding invoices, balance the budget, and summarize for the powers that be.

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