Sonia J. Burdick April 7, 2020 Checklist Template
When planning for a meeting, there are several tasks to be executed and several eventualities to be prepared for. New challenges invariably arise in the meeting planning process at the eleventh hour and you have got to plan ahead for these so that you are not stumped or foxed by problems that may crop up. A meeting planner checklist or a convention planning checklist, therefore, has to be drawn up in advance so that your meeting`s a success and so that everyone praises you as an efficient meeting planner. As your requirements as an event planner will be manifold, you have to thrash out a comprehensive meeting planner checklist that will cover all major and minor details.
Once your list is created you need to start putting your tasks in the order that they are going to need to be done. For instance, you can not start worrying about prepping the food until you buy the groceries, and you ca not start buying groceries until the menu is written. Try to create some time order to your entire task list.
In the meeting planner checklist or meeting planner form, you should also include items such as how the invitation cards should be designed; the role of public relations; the preparation of press releases; the collating of bio data of VIPs and celebrities who are to be invited; special permissions that may be required to be taken for hosting the meeting at a certain venue that`s been selected.
But goof-ups are only part of being human. If you have been perfect once, and excellent twice, it is quite likely that you will goof up the third time. So, why are you taking the tension and risk of the meeting planning process on yourself alone? Why do not you share it with an ace meeting planner checklist such as the online diary planner? The online diary planner is a software that qualifies for an expert meeting planner checklist.
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.
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.