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.
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.
Your meeting planner checklist does not end here. As the date of the meeting draws closer and closer, you have to check and reconfirm that everything`s as you have decided, that there is not any controversy about the venue, date and time, before you finally send out the invitation cards. You also have to finalize on the rough estimate of the number of people who will be attending the meeting, menu and the caterers, the light and sound effects, accommodation for the VIPs and celebrities, who will go to receive them at the airport, whether you will allow TV personnel to give a live coverage of the event, etc.
Usage of these documents does not come to a halt once your restaurant business is up and kicking. Even to maintain your top position requires a lot of effort on your part. This is when they come in handy again to solicit feedback, understand customer behavior, employee behavior and the like. An analysis of the final results would show you the gaps between the expected and actual results, thereby leading to increased organizational efficiency and adoption of best industry practices. If you have already started using these restaurant forms and checklists, you could consider that you are on the right track. It pays to remember that laying the foundation is the first big step for any business and these tools are the ones that are on top of the list for sure.
For most of us life is a constant battle to stay organized, we write lists of the things we need to and when we need to get them done. However, when the tasks we have to get done get a little more complex a good checklist might come in handy to make sure that everything gets done properly. Using a template for a checklist you can create detailed lists that include groupings of particular tasks and checklists to make sure that you get every task done in the proper order and reduce the risk of mistakes being made.
On the day before the meeting, you have to make sure of everything that you have planned for months. It is recommended that you also keep some cash aside in case of emergencies. Finally, on the day of the meeting, make sure that you get to the venue much before everyone else so that you can do some last minute checking. Hopefully, if everything goes well that day and you do not get a heart attack before the event`s over, you can keep aside your meeting planner checklist or meeting planner form for the first time in months and breathe easily.