Shirlene Leclair April 7, 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.
Although you can find some templates online that will give you some help getting started, you are going to be better off if you prepare your own party planning checklist. Each party is unique, so a list that you find online will probably not have everything you are going to need to make sure your party is a big success.
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.
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.
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!
If everything went as planned, remember you were just lucky. Because some terrible emergency could have cropped up that might have jeopardized the entire program. Your meeting planner checklist could have got torn or could have got lost taking with it the vendors and contractors receipts and other important documents and papers. Besides, if you were the only expert planning the meeting, a lot would depend on you. If you slipped up or failed, the whole event would collapse like a house of cards. Therefore, your nervousness right through the meeting planning process was only justified but is it right to stay so tense? Doubtless, you are a good meeting planner.