Luella Mauzy March 24, 2020 Checklist Template
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.
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.
To create your party checklist you need to sit down with a pen and paper and spend some time brainstorming. Try to think of everything you are going to need to get done to pull this party off in style. Your list should have information about where the party is going to be, a rough idea of the guest list, what kind of food you are going to be serving and who is providing that food, anything that you are going to have to rent, etc. try to include as many details as possible.
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.
Apart from informing you of the steps to follow, these documents also teach you how to manage one of the most important aspects, especially in a service industry like the restaurant industry - PEOPLE. You also need to keep in mind that using existing restaurant forms saves you the trouble of having to go through the initial steps with ease, thereby saving you time and money. Ultimately, if you are a young entrepreneur aspiring to make it big in the restaurant industry, these templates will ensure that your effectiveness and efficiency ratios are much higher than many others.