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Published : Mon: Mar 30 2020 :3 AM.
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An ideal meeting planner checklist or event planning guide should comprise the goal and theme of the meeting; the agenda of the meeting; the venue of the meeting; an estimate of costs such as venue, refreshments, electricity, and decoration costs; the program of functions to be held and the cost of hiring a DJ and holding functions after taking auditions and getting quotations; initial cost quotations from different bidders on several items; list of sponsorships and the amounts for such sponsorships; the amount to be charged as admission fees; the tentative date of the meeting; the list of invitees and the list of VIPs to be invited; etc.
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.
A month before the meeting, meeting planners get hyperactive. They ca not be blamed for it because the meeting planner checklist seems to get longer and longer as they come closer to the meeting date. A meeting planner checklist at the initial stage tends to be short and broad outlining only general categories of tasks to be done. As the day of the meeting approaches, the meeting planner checklist becomes more elaborate and detailed as each category gets divided into several tasks which have to be executed with precision if the meeting`s to be a success.
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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.
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.