Luella Mauzy April 10, 2020 Checklist Template
It also works well within teams where tasks have to be scheduled to every member of the team. As tasks are completed, it is ticked off and new tasks are assigned. The display options can be altered as needed. Web based intranet applications will be best suited in this particular scenario.
Most team members often feel overwhelmed with the prospect of having to worry about timelines and tasks they need to accomplish over the duration of the work effort. Helping them to stay focused and organized is a key skill that a PM must bring to the table when running a project. One of the tools you can use to get things structured and organized is the "Project Checklist". This checklist is a roadmap to setup and put a framework around the project before it gets started.
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.
One of the greatest benefits of using a party planning checklist like this is that it gets all of the things that need to be done out of your head and onto a planner where they will not be forgotten. Because it is written where you can easily review it, your mind can relax and not worry about losing track of any of the details. When you think of a task that you had missed before, simply write it on the checklist. Once a job is competed you check it off, and then forget it.
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.
So, the meeting planner checklist now includes the placing of advertisements in newspapers, on television and in other media declaring the coming of the event with fanfare; making a final check of the guest, delegate and attendee list; the preparation of meeting kits for the VIPs and the other attendees; checking the final seating arrangement in the conference hall, on the dais, etc; the final estimate of guests, which is to be handed over to the caterers so that they may prepare food according to the number of heads; checking whether all planes and trains are running on schedule and making arrangements for airport pickups in limousines for VIPs; checking hotel bookings once again; etc.