Jean Campbell April 11, 2020 Checklist Template
An implementation can be a tough animal to tame depending on how you structure it. Having the right tools and methodology behind you to define and run a project can go a long way towards a successful deployment or development effort. Since a project can span several months and involve a variety of resources and skill sets, your role as a PM is to define the rules and manner in which the team will work under so the entire implementation does not falter.
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.
Once your list is created you need to start putting your tasks in the order that they are going to need to be done. For instance, you can not start worrying about prepping the food until you buy the groceries, and you ca not start buying groceries until the menu is written. Try to create some time order to your entire task list.
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.
So, the meeting planner checklist now includes the placing of advertisements in newspapers, on television and in other media declaring the coming of the event with fanfare; making a final check of the guest, delegate and attendee list; the preparation of meeting kits for the VIPs and the other attendees; checking the final seating arrangement in the conference hall, on the dais, etc; the final estimate of guests, which is to be handed over to the caterers so that they may prepare food according to the number of heads; checking whether all planes and trains are running on schedule and making arrangements for airport pickups in limousines for VIPs; checking hotel bookings once again; etc.
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.