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Business Checklist Template

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Cheryl Elliott April 10, 2020 Checklist Template

Your meeting planner checklist does not end here. As the date of the meeting draws closer and closer, you have to check and reconfirm that everything`s as you have decided, that there is not any controversy about the venue, date and time, before you finally send out the invitation cards. You also have to finalize on the rough estimate of the number of people who will be attending the meeting, menu and the caterers, the light and sound effects, accommodation for the VIPs and celebrities, who will go to receive them at the airport, whether you will allow TV personnel to give a live coverage of the event, etc.

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For most of us life is a constant battle to stay organized, we write lists of the things we need to and when we need to get them done. However, when the tasks we have to get done get a little more complex a good checklist might come in handy to make sure that everything gets done properly. Using a template for a checklist you can create detailed lists that include groupings of particular tasks and checklists to make sure that you get every task done in the proper order and reduce the risk of mistakes being made.

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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.

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Depending on what your company does you may want to download more than one template for a checklist so that you can create a variety of lists for each task. You can print them on different colored paper to make sure they are easy to see and use a variety of fonts to make them catchy enough that your employees will actually enjoy using them and doing each job right the first time.

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