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Lisa Rayford April 10, 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.

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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.

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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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The first thing you need to decide is to when, how, where and for what purpose you need to organize an event. What would be the specific date of your event, when it should get planned, timings and most importantly the location? Also you should decide about the guests of your event that whom do you want to invite or reach? What is your interest to conduct an event? How you can reach your prospects easily and conveniently? What message do you want to convey to your prospective clients through your event? What you want them to remember once they left to your event?

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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.

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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.

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