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Published : Fri: Sep 18 2020 :8 AM.
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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.
The first thing you need to decide is to when, how, where and for what purpose you need to organize an event. What would be the specific date of your event, when it should get planned, timings and most importantly the location? Also you should decide about the guests of your event that whom do you want to invite or reach? What is your interest to conduct an event? How you can reach your prospects easily and conveniently? What message do you want to convey to your prospective clients through your event? What you want them to remember once they left to your event?
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.
These lists are used extensively and also very well in facilities management. When one is the manager of a venue that rents out either rooms or conferencing facilities, it works well to design such a database where more than one person can log on via a website based program and book the desired venues and rooms. As the data will automatically be filled in, double bookings will not be taking place. Once again it should be noted that professional programming may be necessary for more complex tasks and needs.
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The difference between the two for me is that I put the really excruciatingly detailed info into the spreadsheet file. It is a bit more cumbersome, but I have a lot of freedom to add detail and manage the budget at the same time. The database I use references parts of the spreadsheet and is also linked to email addresses for the event participants. I can pull the data from the spreadsheet, drop it into the database, create a nice interface and communicate with everyone in a few keystrokes. A database style checklist can also do budget functions, but it is more difficult and time consuming to program.