Keep track of vendor research, RFPs, and quotes until you find a winning venue that’s both on budget and available for your event. Unless you have an existing relationship with a venue, it takes time to land the right location for your event. Don’t forget to include less glamorous tasks like shipping and transportation services too, if needed. Your budget, schedule, and guest list are important factors here. This is all about getting the nuts and bolts of your plan in order. That’s why having a solid event management plan is a must.Ĭonsider these core activities when creating and organizing your own event planning checklist. There are tons of details to keep up with-no matter the size of your event. What should an event planning checklist include? It’s an important tool in any event coordinator’s belt because it allows you to break your plan down and carefully track every detail. What is an event planning checklist?Īn event planning checklist is a document that outlines all the tasks that need to happen and deadlines that need to be met to ensure your event goes off without a hitch. Just be sure to account for these general stages in the overall organization of your plan. You’ll need to tie up loose ends, follow up with attendees, and take note of how the event went so you can improve your process the next time around.įeel free to go into as much (or as little) detail as you want for each event planning phase when creating your plan. Wrap-up and evaluation: Once your event has come and gone, your work isn’t done yet.Documenting these activities beforehand minimizes event-day stress and helps ensure your event runs smoothly from start to finish (minus the unpredictable mishaps that are bound to happen from time to time). Execution: Event execution is less of a phase and more of an onsite to-do list for all the moving pieces that need to come together on event day.Having a shareable event marketing & promotion plan in place makes coordinating initiatives and keeping everyone in the loop a whole lot easier. It includes all marketing, PR, and promotional activities. Promotion: This stage is all about getting the word out so you’ll have strong attendance at your event.Tasks may include finalizing a budget, assembling your team, developing a guest list, arranging transportation, and setting up the event registration process. Your goal in this phase is to hammer out all the approvals, logistics, processes, and services needed to proceed with the event. Planning: As the event planner, this is the heart and soul of what you do and where the bulk of your efforts will be focused. Make sure your event planning process covers these 4 stages: While no two events are alike, the basic steps for planning an event remain the same. Tip: If you select an editable version you can use our templates for other purposes too such as a Halloween party sign-up sheet or a sign-up sheet for any event.What are the stages of the event planning process? However, you cannot change the names of the fields and you cannot add a border. With this version, you can add the names and the details of the guests. A wedding guest list spreadsheet will also enable you to count the number of special meals if some of your guests have dietary restrictions. The Excel spreadsheet will keep track and when you change the number of guests attending, the total will change accordingly. This is very helpful when you have a lot of guests and want to know the total number of participants at any time. Excel SpreadsheetĬreating a wedding guest list template with Excel will enable you to count the number of guests without actually counting them. You can also choose to notify people that you shared a guest list with them. If you want to enable them to edit your document, then click on “Viewer, commenter or Editor” and change. To do this, open Google sheets and select the file. This is very helpful when you share your list with others. If you want to create a wedding guest list with Google sheets then this is the version for you. However, you cannot add a background or border. You can change the layout of the table or the names of the fields. This version enables you to type the names and details of your guests. These printables are perfect for those who plan to complete the lists by hand and not type the names and details of their guests. However, you can select a different guest list template with a click of your mouse. You can change the border and the text on the table but you cannot add more lines or columns to the table. These templates are created with our free planner app. Our guest list printables are available in 4 different formats.
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