Lisa Rayford April 11, 2020 Checklist Template
When planning for a meeting, there are several tasks to be executed and several eventualities to be prepared for. New challenges invariably arise in the meeting planning process at the eleventh hour and you have got to plan ahead for these so that you are not stumped or foxed by problems that may crop up. A meeting planner checklist or a convention planning checklist, therefore, has to be drawn up in advance so that your meeting`s a success and so that everyone praises you as an efficient meeting planner. As your requirements as an event planner will be manifold, you have to thrash out a comprehensive meeting planner checklist that will cover all major and minor details.
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.
If you find that you or your employer needs a template for a checklist you will find that the best place to look is on the Internet. You will find that there are many sites that offer a tremendous variety of templates that you can use to create checklists for almost any task you can imagine. These templates are designed to provide you with a place to list each of the tasks along with a box that can be used to mark them completed or a line to initial.
Depending on what your company does you may want to download more than one template for a checklist so that you can create a variety of lists for each task. You can print them on different colored paper to make sure they are easy to see and use a variety of fonts to make them catchy enough that your employees will actually enjoy using them and doing each job right the first time.
Once you have found a good checklist you may need to edit it to fit with your wedding style. Most checklists will follow a generic template covering an 18 month planning period and a traditional wedding. Scan or copy it on to your computer and edit it as you need to. Even if you do not need to edit it I recommend copying it to your computer so you have a back up copy to print out should you need a spare or loose the original.
Make sure you refer back to your checklist regularly, weekly if not daily. They are there to help you and to make sure you do not leave anything out of your wedding planning and ultimately your wedding celebrations. They can help the most disorganized bride become super organized and become totally in control and up to date with her wedding planning.