Lisa Rayford April 11, 2020 Checklist Template
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.
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.
A wedding planning checklist is a useful tool in your wedding planning and one which you may come to rely on. They can tell you what you will need to do as you begin to plan your wedding, when you should be doing it and give you an idea of how your planning is progressing. In short they give you an itemized list of tasks and a schedule to complete them by. You can obtain free wedding planning checklists from a variety of sources including wedding websites, bridal magazines and printed wedding directories. You can also design your own at home on your computer to create a checklist tailor made to your planning.
I see the spreadsheet as my notepad for all details. 2. The database style checklist is great for template style event detail. You can program in a variety of fields and the database functions easily. Most professional event planning software is really just a database with a user friendly interface. The database also works really well for pulling detail from a variety of other electronic sources, such as pdf files, jpg`s and word documents. Databases also work really for communicating details to others because of their slick interfaces.
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.
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.