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Jean Campbell April 10, 2020 Checklist Template

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.

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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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The difference between the two for me is that I put the really excruciatingly detailed info into the spreadsheet file. It is a bit more cumbersome, but I have a lot of freedom to add detail and manage the budget at the same time. The database I use references parts of the spreadsheet and is also linked to email addresses for the event participants. I can pull the data from the spreadsheet, drop it into the database, create a nice interface and communicate with everyone in a few keystrokes. A database style checklist can also do budget functions, but it is more difficult and time consuming to program.

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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.

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Once your tasks are in order you can start determining how far ahead of the party they are going to need to be accomplished. You list categories might be something like "More Than 3 Weeks Before", "2-3 Weeks Before", "1 Week Before", "3 Days Before", "2 Days Before", "1 Day Before", "Party Time!". Each one of the tasks on your list should fall into one of these categories.

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One thing that every professional party planner uses to guarantee their success is a party planning checklist. With so many details and dates to remember, not having a checklist is a sure way to allow details to get away from you and see your stress levels soar through the roof.

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