Sonia J. Burdick April 11, 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.
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.
Make sure you refer back to your checklist regularly, weekly if not daily. They are there to help you and to make sure you do not leave anything out of your wedding planning and ultimately your wedding celebrations. They can help the most disorganized bride become super organized and become totally in control and up to date with her wedding planning.
An ideal meeting planner checklist or event planning guide should comprise the goal and theme of the meeting; the agenda of the meeting; the venue of the meeting; an estimate of costs such as venue, refreshments, electricity, and decoration costs; the program of functions to be held and the cost of hiring a DJ and holding functions after taking auditions and getting quotations; initial cost quotations from different bidders on several items; list of sponsorships and the amounts for such sponsorships; the amount to be charged as admission fees; the tentative date of the meeting; the list of invitees and the list of VIPs to be invited; etc.
If you are plan to throw a baby shower to an expectant mom, here are the essential things that must be included on your checklist. Baby Shower Invitations - these printed cards are the primary elements of baby showers. Without them, inviting friends and loved ones especially those who live far, would difficult. The baby shower invitations should carry the theme of the occasion (if there`s any). Typically, there are sent out a month prior to the date of the event. While they can be purchased pre-made at a specialty shop, you are free to print invitations at home. Just be creative when making homemade invitations. Use your computer to find free templates online.
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.