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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.
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.
Your meeting planner checklist does not end here. As the date of the meeting draws closer and closer, you have to check and reconfirm that everything`s as you have decided, that there is not any controversy about the venue, date and time, before you finally send out the invitation cards. You also have to finalize on the rough estimate of the number of people who will be attending the meeting, menu and the caterers, the light and sound effects, accommodation for the VIPs and celebrities, who will go to receive them at the airport, whether you will allow TV personnel to give a live coverage of the event, etc.
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When planning for a meeting, there are several tasks to be executed and several eventualities to be prepared for. New challenges invariably arise in the meeting planning process at the eleventh hour and you have got to plan ahead for these so that you are not stumped or foxed by problems that may crop up. A meeting planner checklist or a convention planning checklist, therefore, has to be drawn up in advance so that your meeting`s a success and so that everyone praises you as an efficient meeting planner. As your requirements as an event planner will be manifold, you have to thrash out a comprehensive meeting planner checklist that will cover all major and minor details.
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.