Jean Campbell April 10, 2020 Checklist Template
The difference between the two for me is that I put the really excruciatingly detailed info into the spreadsheet file. It is a bit more cumbersome, but I have a lot of freedom to add detail and manage the budget at the same time. The database I use references parts of the spreadsheet and is also linked to email addresses for the event participants. I can pull the data from the spreadsheet, drop it into the database, create a nice interface and communicate with everyone in a few keystrokes. A database style checklist can also do budget functions, but it is more difficult and time consuming to program.
In any case, there are so many to choose from, you will never miss gift tags again! Templates can also be useful once you try to lose or maintain your current weight. Most solutions give several templates that can be chosen. You will discover that some of the templates are completely free to use and others that accept a premium account. Providentially, the templates in our next section will help alleviate a number of the financial stress that comes with such a large purchase.
Its probably easier to look for a good rental checklist online or at a local library than it would be to create one from scratch, but it depends on the unit and the time you are willing to spend. A quick Google search for `rental checklist` or `rental checklist template` would be a good place to start. If you are happy with a hardcopy or prefer not to use the computer, a local library would be a good place to start. Additionally, some stores that carry business use documents may also have some inexpensive forms. A checklist is a list of items or tasks to be documented, checked and followed closely. The list of tasks in a checklist are to be remembered also but as it is hard to remember a lengthy list of tasks and items, the tasks and items are documented for reference and so that they are not forgotten.
Personally, I use two types of checklists. I use an excel spreadsheet and a filemaker database. They serve two different purposes: 1. The excel or spreadsheet style checklist affords a lot of room for detail and serves well as a simple database. I can plug in dates, times, names and math/budget functions. Budget functions are really important in a checklist in my opinion. For me as an event planner, I live and die by the budget. We can train anyone to plan an event, but planning an event within theme and on or below budget is the sign of a pro. Using a spreadsheet allows us to combine budget details with all of the other event details.
It is better to groom some juniors in advance so that, god forbid, if you fall sick at the last moment, they will be able to pull the event through. Most meeting planner checklists and conference planning guides, such as the one described here, put too much pressure on the meeting planners. Most of the tasks have to be documented by the planners themselves on such meeting planner checklists. Moreover, you ca not afford to lose your meeting planner checklist probably because you have not only documented all critical activities there but also because you have pinned vendors and contractors receipts and bills to it. The latter you certainly ca not afford to lose.
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?