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Luella Mauzy March 24, 2020 Checklist Template

Keep a copy of your checklist with your wedding planning notes and give a copy to anyone who is helping you with your wedding plans, such as your maid of honor, groom and your mom. Also keep a copy on your noticeboard or somewhere where it can be quickly referred to should you need it.

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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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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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As the countdown to the meeting begins, there is no time for you to rest at all as you have to work to a feverish pitch. Your meeting planner checklist or corporate event planning checklist becomes your sole companion as you verify, check and recheck whether you have left out something vital, if some new difficulty has arisen, whether everything is proceeding according to plan, etc. The final build-up period to a meeting is the most crucial and can be nerve-racking for meeting planners.

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Most team members often feel overwhelmed with the prospect of having to worry about timelines and tasks they need to accomplish over the duration of the work effort. Helping them to stay focused and organized is a key skill that a PM must bring to the table when running a project. One of the tools you can use to get things structured and organized is the "Project Checklist". This checklist is a roadmap to setup and put a framework around the project before it gets started.

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Follow the tasks on your checklist and tick them off as you complete them. You may find it handy to keep an updated version on your computer where you can add notes such as deposits paid and when final payments are due. Use a notebook to record any notes rather than writing them on the checklist itself as it can soon become crowded and illegible!

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