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Published : Mon: Mar 30 2020 :1 PM.
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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.
You can relax when you use a reliable online diary planner. A reliable online diary planner is a web-based application that helps you to upload meeting agenda, meeting minutes, and meeting summaries; names and details of meeting venues; meeting schedules; names and details of meeting contacts and invitees; and other meeting-related data into it easily. It helps you to retrieve information from it at the click of a mouse. There is no question of the online diary getting lost. You can access the application from any PC or machine in the world that is connected to the Internet.
I see the spreadsheet as my notepad for all details. 2. The database style checklist is great for template style event detail. You can program in a variety of fields and the database functions easily. Most professional event planning software is really just a database with a user friendly interface. The database also works really well for pulling detail from a variety of other electronic sources, such as pdf files, jpg`s and word documents. Databases also work really for communicating details to others because of their slick interfaces.
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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.
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.