Jean Campbell April 10, 2020 Checklist Template
It can be hard for landlords to collect all the documents that they need to rent their place before listing and showing it for the first time. New landlords and property managers will find this even harder, as they are not sure what to expect before getting someone in the door. Though there are several important forms that need to be used to rent the property (rental lease forms, rental applications, etc) some of the less critical (or legally required) forms still have a practical purpose in the process and should not be left out.
So what kind of checklists do event planners use? I think I have seen every possible checklist used in event planning. From excel spreadsheets, to databases, proprietary software, notebooks, slips of paper, calendars and bar napkins. What is the best checklist? Great question and I do not think there is one answer. It depends entirely on what the event planner is comfortable with. Event planners have the reputation of being highly organized and detailed, but how we get organized and detailed is via our checklists. The trick here is how we bridge our checklists to effectively communicate details to clients, vendors and event attendees.
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.
Once your tasks are in order you can start determining how far ahead of the party they are going to need to be accomplished. You list categories might be something like "More Than 3 Weeks Before", "2-3 Weeks Before", "1 Week Before", "3 Days Before", "2 Days Before", "1 Day Before", "Party Time!". Each one of the tasks on your list should fall into one of these categories.
Although you can find some templates online that will give you some help getting started, you are going to be better off if you prepare your own party planning checklist. Each party is unique, so a list that you find online will probably not have everything you are going to need to make sure your party is a big success.
Deciding on a planner is not a simple job. Instead of creating a checklist of what you would like to do, make a list of what you are reluctant to do and what you fear will happen. Once you have completed the assessments, your initial preparation time takes so much time that you simply do not have enough time to do anything beyond what you will need for the next day.