Luella Mauzy April 10, 2020 Checklist Template
The first thing you need to decide is to when, how, where and for what purpose you need to organize an event. What would be the specific date of your event, when it should get planned, timings and most importantly the location? Also you should decide about the guests of your event that whom do you want to invite or reach? What is your interest to conduct an event? How you can reach your prospects easily and conveniently? What message do you want to convey to your prospective clients through your event? What you want them to remember once they left to your event?
Lately, many companies have been facing an increase in employee turnover, which results in higher costs of finding and training employees. Many researched point out that employees are more likely to leave within their firsts weeks if they don not experience a well-structured enough onboarding. This poses the question - are enough time and resources being spent on implementing an appropriate onboarding plan? On his first day, on top of quickly acclimatizing to their new role, a new employee must adjust to the company culture. This emphasizes the value of starting off on the right foot from the get-go. HR managers need to stress the importance of onboarding and must develop a full checklist to ensure the new employee feels welcomed and encounters only smooth sailing from his first day.
It can be hard for landlords to collect all the documents that they need to rent their place before listing and showing it for the first time. New landlords and property managers will find this even harder, as they are not sure what to expect before getting someone in the door. Though there are several important forms that need to be used to rent the property (rental lease forms, rental applications, etc) some of the less critical (or legally required) forms still have a practical purpose in the process and should not be left out.
Successful restaurants use systems that work. They consistently use forms, checklists, spreadsheets, designed to keep up their standards. These same standards apply to any restaurant. The restaurants that keep up consistent standards have a high success rate. Do you know of some restaurant chains that are worldwide? Most of those restaurants started with one restaurant that set up a system that worked, and grew larger by maintaining consistency and efficiency.
Follow the tasks on your checklist and tick them off as you complete them. You may find it handy to keep an updated version on your computer where you can add notes such as deposits paid and when final payments are due. Use a notebook to record any notes rather than writing them on the checklist itself as it can soon become crowded and illegible!
So what kind of checklists do event planners use? I think I have seen every possible checklist used in event planning. From excel spreadsheets, to databases, proprietary software, notebooks, slips of paper, calendars and bar napkins. What is the best checklist? Great question and I do not think there is one answer. It depends entirely on what the event planner is comfortable with. Event planners have the reputation of being highly organized and detailed, but how we get organized and detailed is via our checklists. The trick here is how we bridge our checklists to effectively communicate details to clients, vendors and event attendees.