Lisa Rayford April 11, 2020 Checklist Template
On the day before the meeting, you have to make sure of everything that you have planned for months. It is recommended that you also keep some cash aside in case of emergencies. Finally, on the day of the meeting, make sure that you get to the venue much before everyone else so that you can do some last minute checking. Hopefully, if everything goes well that day and you do not get a heart attack before the event`s over, you can keep aside your meeting planner checklist or meeting planner form for the first time in months and breathe easily.
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.
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.
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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.
Restaurant forms and checklists are essential documents, both for people in the business already and those wanting to venture into something on their own. The first thing that most of us do when wanting to test unknown waters is to take the help of established guidelines that are in place already. These essential documents inform the user on the procedures to be followed, the necessary licenses to be obtained to start and maintain a business, protocols to be followed etc.