Cheryl Elliott March 26, 2020 Checklist Template
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!
There are times when the templates are not sufficient as they are. One can then make use of a compatible programming software program and develop the lists according to the needs and functions desired. This is of course something that professional developers will have skills in. Entry level users may have some difficulty to do this part by themselves.
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.
One of the biggest users of checklists is the business world, from manufacturing to investing firms these lists are designed to make sure that all of the necessary tasks are performed. For example those companies that use heavy equipment of motorized vehicles will use a template to create a checklist that is used every day to make sure that the equipment is in proper running order before it is used for the first time every day. These lists have been credited with saving countless lives since their introduction.
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.
Lately, many companies have been facing an increase in employee turnover, which results in higher costs of finding and training employees. Many researched point out that employees are more likely to leave within their firsts weeks if they don not experience a well-structured enough onboarding. This poses the question - are enough time and resources being spent on implementing an appropriate onboarding plan? On his first day, on top of quickly acclimatizing to their new role, a new employee must adjust to the company culture. This emphasizes the value of starting off on the right foot from the get-go. HR managers need to stress the importance of onboarding and must develop a full checklist to ensure the new employee feels welcomed and encounters only smooth sailing from his first day.