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Sample Event Checklist Template

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Shirlene Leclair September 16, 2020 Checklist Template

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.

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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.

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The data will be in the form of database tables. Each column will have a field title and each column will also have a specific data type designed to the column. For instance, when the field data type is in a date format, one will not be able to type in text in that specific field. The upside to having data in this format is that one can easily extract specific data by making use of queries. One simply types the criteria for the date that needs to be extracted and the system sifts through all the data and only shows the information according to the criteria. Moreover, one can sort data according to alphabetical order or dates. One can also filter certain data to be displayed while others are hidden.

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Lately, many companies have been facing an increase in employee turnover, which results in higher costs of finding and training employees. Many researched point out that employees are more likely to leave within their firsts weeks if they don not experience a well-structured enough onboarding. This poses the question - are enough time and resources being spent on implementing an appropriate onboarding plan? On his first day, on top of quickly acclimatizing to their new role, a new employee must adjust to the company culture. This emphasizes the value of starting off on the right foot from the get-go. HR managers need to stress the importance of onboarding and must develop a full checklist to ensure the new employee feels welcomed and encounters only smooth sailing from his first day.

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