Jean Campbell April 8, 2020 Checklist Template
I see the spreadsheet as my notepad for all details. 2. The database style checklist is great for template style event detail. You can program in a variety of fields and the database functions easily. Most professional event planning software is really just a database with a user friendly interface. The database also works really well for pulling detail from a variety of other electronic sources, such as pdf files, jpg`s and word documents. Databases also work really for communicating details to others because of their slick interfaces.
A month before the meeting, meeting planners get hyperactive. They ca not be blamed for it because the meeting planner checklist seems to get longer and longer as they come closer to the meeting date. A meeting planner checklist at the initial stage tends to be short and broad outlining only general categories of tasks to be done. As the day of the meeting approaches, the meeting planner checklist becomes more elaborate and detailed as each category gets divided into several tasks which have to be executed with precision if the meeting`s to be a success.
Personally, I use two types of checklists. I use an excel spreadsheet and a filemaker database. They serve two different purposes: 1. The excel or spreadsheet style checklist affords a lot of room for detail and serves well as a simple database. I can plug in dates, times, names and math/budget functions. Budget functions are really important in a checklist in my opinion. For me as an event planner, I live and die by the budget. We can train anyone to plan an event, but planning an event within theme and on or below budget is the sign of a pro. Using a spreadsheet allows us to combine budget details with all of the other event details.
The online diary planner is a very secure meeting planner checklist and an event planning form. You can only access your data with your Username and Password, which the application keeps confidential along with your data in its fail-safe servers. If you wish to consult meeting schedules and agenda with others, you can always share your meeting and agenda details with others through the platform of the online diary. A reliable online diary planner works across different time zones and allows the importing of contacts from other email applications into it.
It is better to groom some juniors in advance so that, god forbid, if you fall sick at the last moment, they will be able to pull the event through. Most meeting planner checklists and conference planning guides, such as the one described here, put too much pressure on the meeting planners. Most of the tasks have to be documented by the planners themselves on such meeting planner checklists. Moreover, you ca not afford to lose your meeting planner checklist probably because you have not only documented all critical activities there but also because you have pinned vendors and contractors receipts and bills to it. The latter you certainly ca not afford to lose.
Therefore, event planning template is must to make your event successful and the most memorable one. It will also help you to determine the purpose of organizing your event and how it can help you to achieve your business goals. Also, it can help you to reach your prospects conveniently and will offer you opportunities to make good connections. Even today, there are many software of event planning are available in the market but you need to make sure and buy the one which can solve each and every purpose of yours. So, test each and every feature of the software which you are planning to buy for your event so that it can not only meet but will exceed your expectations.