Cheryl Elliott March 25, 2020 Checklist Template
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.
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?
Each day sit down and make out a list of tasks that you will need to do that day. Alternatively you can do this on a weekly basis, moving to a daily basis as you get nearer to your wedding date. These mini checklists will be more detailed and provide a break down of those tasks which are on your main wedding planning checklist. A good tip is to ask anyone you know who has recently got married if they still have their checklists as they can be helpful if you get stuck.
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.
Here are few important things to remember when you build your checklist: 1. The devil is in the details. Include as many details as possible, even if for your own reference. 2. Include an autodate/time stamp function so each time you update the checklist, the file keeps track of when you did it. 3. Incorporate a way to communicate your checklist. Not every event participant needs your level of detail, nor does everyone need to see the budget. But do develop a nice summary style interface that people can scan for information. Spreadsheets do not lend themselves well to this, but something like Bento by filemaker does. Linking spreadsheet detail to your database is simple. 4. Also incorporate a way to quickly and easily communicate checklist details to everyone. In Bento it is very easy to pull email addresses from your contacts and send the information in just a few keystrokes.
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.