Event Planning Worksheets

Establishing the goal of your event is one of the very first things you need to do when planning an event. Goals can be diverse; revenue, media attention, raising funds, the number of attendees, launching a new product, etc.

Event Planning Worksheets

Define the purpose of your event or what you want to accomplish with it. And make sure the goal you set adheres to the SMART criteria, or in other words is Specific, Measurable, Attainable, Realistic and Timely.

Community organizations and corporate sponsors can help cut costs, find more advertising opportunities, widen your audience and assist you with planning the event. And when you are seeking partners, you need to make sure that their vision complements yours.

Whether you are an experienced event planner or a newbie, we hope these steps will help you (re)organize your process effectively. Have the right tools and the right team ready and you are good to go. Make sure to use our event planning templates when you are planning your next event.

The Event Planning site template is a team site designed to serve as an internal home page for your event planning team. Communicate and collaborate on event details with your team, highlight deadlines, and share frequently used resources.

Event recap page and event status report templates - Use this ready-made templates to easily publish event recap pages and status reports to your site. Customize this page template by editing the Text and Image web parts.

This Event Planner job description template is optimized for posting on online job boards or careers pages and easy to customize. Feel free to modify this job description to meet the needs of your company, whether you're hiring for an event planner, coordinator, or manager.

We are looking for a successful and enthusiastic Event Planner to produce events from conception through to completion. Event Coordinator responsibilities include providing outstanding customer service and organizing memorable events that meet quality expectations.

The Event Planner is responsible for coordinating all of the moving parts involved in ensuring events go smoothly, including choosing venues, catering services, and hiring performers. They plan and coordinate all the details before the event and handle day-of logistics.

Planning church events isn't a small task. You need people who are skilled in many areas. If you're wondering how do you organize a church event, there are several steps to take in the beginning stages.

First, you need to determine what type of event you want to host and who's your target audience. Next, you need to come up with a budget for the event. Third, get approval from the church administration to host the event. Fourth, consider who will be the church event planner.

Creating a proposal to present to church leadership is a good idea. Church events must have a purpose, and the pastor will want to know how it will impact the church, the members, and the intended audience. A proposal will help you think through everything and prepare answers to questions you'll get from leadership.

Choosing the right church event planner is a crucial aspect of hosting a successful event. Sometimes the church loves the event idea but believes it needs someone with more expertise to lead the project. If you choose an event planner, the person whose idea it was can still play a pivotal role.

More than likely, your event planner will be a volunteer unless you have a large church with a paid event planner on your team. Just because someone successfully planned the church picnic doesn't mean they can plan a church conference or holiday gala.

In addition to these traits, you want someone experienced with team building. They should also have a good understanding of technology and event-planning tools. Also important is working with a budget.

Churches hosting various activities throughout the year should create church event planning guidelines. Having guidelines in place will help event planning operate under set standards. Here are a few things to include.

Have an event committee of three or more people to review submissions. If an event passes this process phase, the committee will submit the idea to the church's leadership. Leadership will approve, deny, or request more information.

It's essential to have protocols in place regarding event planning. Many churches require ministries to include events in their annual budget requests. However, this should not preclude someone from submitting an idea during the year.

Once an event is approved, a budget is created. It's a good idea for churches to have an annual event budget. This concept helps curtail costs and limits the number of mid-year events that will receive approval.

Will attendees incur fees for participating in the event? Today's churches are big on conferences and concerts. These types of events could include an entrance fee. You'll need to determine the cost and methods of payment.

Schedule your teams to arrive well before the event's starting time. Determine if volunteers must be there the entire time or if they will work in shifts. It is a good idea for shifts to overlap to ensure full coverage at all times.

Church event planning guidelines move into post-event mode. Every event needs a process to determine if the event meets the church's expectations. This portion of the church event planner's duties is used to assess and evaluate the event's success.

Another good idea is to offer attendees a post event survey. You can pass out the survey at the end of the event or send out a survey via email. Use the information to determine if the event should become a part of the church's annual calendar.

Post-planning meetings are when you inspect what you expect from the event's outcome. Did you stay within the budget, what would you change, and what should you keep? The goal is always to improve on the previous event.

(Setup requirements for church staff include needs like unlocking buildings, providing/setting up chairs or tables, providing a cooler, etc. and need to be defined in detail in the provided area of the church event planning template)

Then once your event takes place, be sure to send a thank you for attending our church event message to attendees so they feel wanted and welcomed. This makes people more likely to come back for future events.

The ACCME developed this activity planning worksheet for accredited providers to use internally to help better understand how they can feel more confident about meeting the certifying boards requirements to register their CME activities as offering Continuing Certification, also known as Maintenance of Certification (MOC), credit.

With our event timeline, you have two parts. On the left is a spreadsheet, again fully customizable, in which we have four columns. There you can list the tasks, start dates, end dates and duration. On the right is a visual timeline, like a Gantt chart, which automatically populates the timeline for your event. You can make phases different colors to make them easy to discern as you get an overview of the event plan in one place.

Our free event planning template does this by capturing the quantitative costs, such as indirect, intangible and opportunity, and pushes those out to whatever the length of your event plan is. Then you list the quantitative benefits, such as direct, indirect, intangible and competitive, again forecast out over the life cycle of the event. From that, the template calculates the total cost and compares that to the total benefit to help you make the right decision.

ProjectManager is online software that empowers teams to plan, manage and track events in real time. Use our task management, risk management and resource management features to stay productive and on track. Our collaborative platform makes it easy to comment and share files wherever you are. Join teams at Avis, Nestle and Siemens who use our tool to deliver success. Get started with ProjectManager today for free.

Recent sad events reinforced the need to understand the risk involved with different types of events. Mark Breen is an #eventprof I like. He suggests to embrace risk and offers an amazing template to makes sense of your event risk factor.

Well he suggests 4 event and meeting checklists that you can use for your event now. I believe that if you just approached the world of events, these are great references to avoid forgetting macroscopic elements. I am sure seasoned planners too will find some benefit, no matter how seasoned they are.

The pre-event planning phase for one of my Professional Scrum classes starts two weeks in advance of the training, with a comprehensive introduction email to all participants, and points to the essential steps they need to contribute to making the class a worthwhile experience. I believe in overcommunicating everything while being transparent regarding practices, tools, and deliverables.

Approximately a week before the main remote agile event, I run the technical prep session of about 60 minutes, typically in the late afternoon, so the participants are likely to attend. A few hours before the prep session, I mail a reminder to all invitees.

I also introduce the Google Drive we will use for storing any form of work results. Moreover, we visit all the prepared documents for the main agile event so everyone can familiarize themselves with them. Introducing the documents at this point reduces the chance of surprises during the main event, reducing the level of uncertainty and lessening the cognitive load on the participants.

We also try to fix technical issues we run into or at least take note of what problems need to be fixed during the next week before the main event. However, the tech prep session is not supposed to be merely a support event.

A day before the remote agile event, I resend the invitation to all participants, including a listing of essential links for the workshop, for example, to the main Zoom session, the Google Drive including all the files we will be using during the main event, or the Murals we will complete. I also include the best ways of how to reach me by email, Slack, or phone. 041b061a72