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Published : Wed: Apr 8 2020 :6 PM.
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As the countdown to the meeting begins, there is no time for you to rest at all as you have to work to a feverish pitch. Your meeting planner checklist or corporate event planning checklist becomes your sole companion as you verify, check and recheck whether you have left out something vital, if some new difficulty has arisen, whether everything is proceeding according to plan, etc. The final build-up period to a meeting is the most crucial and can be nerve-racking for meeting planners.
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.
It is better to groom some juniors in advance so that, god forbid, if you fall sick at the last moment, they will be able to pull the event through. Most meeting planner checklists and conference planning guides, such as the one described here, put too much pressure on the meeting planners. Most of the tasks have to be documented by the planners themselves on such meeting planner checklists. Moreover, you ca not afford to lose your meeting planner checklist probably because you have not only documented all critical activities there but also because you have pinned vendors and contractors receipts and bills to it. The latter you certainly ca not afford to lose.
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There are times when the templates are not sufficient as they are. One can then make use of a compatible programming software program and develop the lists according to the needs and functions desired. This is of course something that professional developers will have skills in. Entry level users may have some difficulty to do this part by themselves.
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