Event Planning Checklist

Weddings, Parties, Business

Angela Chan
Angela Chan
6th December 2016
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Item
When
Categories
Contacts
Date
Responsible
Remarks
Completed
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When
4 - 6 Months / 1 Year Ahead

Reserve hotel rooms for out of town guests / VIPs (if applicable)

4 - 6 Months / 1 Year Ahead
Accommodation
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Estimate all event costs (e.g. Equipments, food and beverages, rental, etc.)

4 - 6 Months / 1 Year Ahead
Finance
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Choose and confirm caterer (if necessary)

4 - 6 Months / 1 Year Ahead
Food & Beverage
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Order souvenirs, give away items (if applicable)

4 - 6 Months / 1 Year Ahead
Giveaways
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Select and order recognition items (if applicable)

4 - 6 Months / 1 Year Ahead
Giveaways
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Create a separate guest list for VIPs (if applicable)

4 - 6 Months / 1 Year Ahead
Guest
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Create preliminary guest list categories

4 - 6 Months / 1 Year Ahead
Guest
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Identify presentations and confirm program speakers / entertainers

4 - 6 Months / 1 Year Ahead
Human Resources
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Recruit event committee / event team and manager / volunteers

4 - 6 Months / 1 Year Ahead
Human Resources
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Create publicity plan & brand your event

4 - 6 Months / 1 Year Ahead
Publicity & Marketing
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Determine event goals, objectives and target audience

4 - 6 Months / 1 Year Ahead
Scheduling
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Develop rain plan for outdoor events

4 - 6 Months / 1 Year Ahead
Scheduling
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Identify, reserve venue and negotiate details

4 - 6 Months / 1 Year Ahead
Scheduling
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Identify and contact program sponsors / partners

4 - 6 Months / 1 Year Ahead
Sponsorship
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When
3 - 4 Months Ahead

Design and get approval of printed invitations and other printed materials

3 - 4 Months Ahead
Ambiance & Décor
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Determine decorations (e.g. Colour scheme / theme)

3 - 4 Months Ahead
Ambiance & Décor
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Arrange and reserve all equipments (eg A/V equipments, parking, signages, shuttles etc.)

3 - 4 Months Ahead
Contractors
Venue manager: Thomas Hugo (Tel / email)
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Set registration fees and enable online registration

3 - 4 Months Ahead
Finance
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Finalise and get approval of guest list (including VIPs)

3 - 4 Months Ahead
Guest
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Request and collect speakers/VIPs' bio information, photo, etc

3 - 4 Months Ahead
Guest
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Send save-the-date announcements to guests

3 - 4 Months Ahead
Guest
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Schedule photographer / videographer (if applicable)

3 - 4 Months Ahead
Human Resources
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Identify and prepare licenses, permits, insurance, etc.

3 - 4 Months Ahead
Licences & Permits
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Contact mail services to coordinate printed material mailing (for large quantity)

3 - 4 Months Ahead
Logistics
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Create logistical outline for all arrangements as decided on and confirmed

3 - 4 Months Ahead
Logistics
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Schedule meeting with event logistics committee (provide day-of breakdown schedule)

3 - 4 Months Ahead
Logistics
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Finalise presentation / entertainment topics

3 - 4 Months Ahead
Publicity & Marketing
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Review and confirm security needs / plan and liaise with venue manager (if applicable)

3 - 4 Months Ahead
Risk Management
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Print master sheet (have coveted info. E.g. contacts info for vendors & exhibitors, Wi-Fi pw, etc.)

3 - 4 Months Ahead
Scheduling
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When
2 Months Ahead

Confirm travel and accommodation details with presenters / entertainers (if applicable)

2 Months Ahead
Accommodation
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Finalize audio / visual presentations (if applicable)

2 Months Ahead
Ambiance & Décor
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Finalize décor and facility arrangements (e.g. seatings, disabled facilities, booths, etc.)

2 Months Ahead
Ambiance & Décor
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Order décor materials (e.g. plants, flowers, carpeting, ballons, etc.)

2 Months Ahead
Ambiance & Décor
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Send out invitations (4 - 6 weeks prior to event - depending on types of event)

2 Months Ahead
Guest
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Send reminders to VIPs and contact list for RSVPs

2 Months Ahead
Guest
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Request copy of speeches from presenters / entertainers (if applicable)

2 Months Ahead
Human Resources
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Begins press releases about speakers, celebrities, VIPs attending, etc. (if applicable)

2 Months Ahead
Publicity & Marketing
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Mail an itinerary to dignitaries

2 Months Ahead
Publicity & Marketing
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Post your initial event news release on your website and other social medias and circulate to all affiliated parties

2 Months Ahead
Publicity & Marketing
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Prepare mailing labels and other materials for invitation mailing

2 Months Ahead
Publicity & Marketing
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Inspect the facility ensure no safety hazards (arrange for fire, first-aid contingencies if applicable)

2 Months Ahead
Risk Management
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