Luella Mauzy April 10, 2020 Checklist Template
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.
The sharepoint packing includes various templates that users can make use of to compile their information in the manner which is relevant to them. The templates are adaptable and one can also create a new structure from scratch. The visual appearance of the templates can be changed and this is especially handy when the information will be used on websites. One can simply adapt them with company logos and corporate colors.
Homework tables can be used for children, adults or the whole family! However, at a minimum, you will want sheet 1. There is a weekly booking calendar sheet inside the manual and you can print enough for a month or a calendar year, drill holes and insert them into a folder. Everyone will have to get a single paper. Then you can place all your recipe cards in the order of category!
Here are few important things to remember when you build your checklist: 1. The devil is in the details. Include as many details as possible, even if for your own reference. 2. Include an autodate/time stamp function so each time you update the checklist, the file keeps track of when you did it. 3. Incorporate a way to communicate your checklist. Not every event participant needs your level of detail, nor does everyone need to see the budget. But do develop a nice summary style interface that people can scan for information. Spreadsheets do not lend themselves well to this, but something like Bento by filemaker does. Linking spreadsheet detail to your database is simple. 4. Also incorporate a way to quickly and easily communicate checklist details to everyone. In Bento it is very easy to pull email addresses from your contacts and send the information in just a few keystrokes.
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