Template
EVENT PLANNING CHECKLIST
Use this handy checklist to ensure your event is on track and on budget. Please note that some items on this list may not apply to your event.
15 Weeks Prior
Determine goals and purpose of event
Select date and time
Research potential funding sources
Select and reserve venue
Schedule rain plan, if applicable
Develop communications plan
Ensure inclusivity and sustainability
Schedule meetings with event team
Determine guest list
Investigate needs for special permits, licenses, insurance, etc.
Research potential vendors
Create and distribute production schedule for any design elements
12 Weeks Prior
Update any website material
Add event to campus calendar and discuss other internal promotion opportunities
Contact (or schedule) Georgia Tech Police Department
Contact Parking & Transportation
Create timeline and delegate duties
Plan for live web stream
Schedule photographer
Schedule videographer
Select designer/printer
Set marketing/PR schedule
Order/design save-the-date cards or emails
Determine if large-scale promotional items will need to be designed and made (e.g., large signs, posters, etc.)
Begin researching travel arrangements and hotel options
Schedule meeting with Event Logistics Committee if hosting outdoor event
10 Weeks Prior
Reserve hotel, plane, and travel accommodations for speakers/VIPs and staff, if applicable
Secure A/V needs for event
Design and create/order invitations
Select & book caterer
Secure entertainment/musicians
Begin designing printed pieces (i.e. invitations, tickets, fliers, programs, pamphlets, out-of-town guest booklets, etc.)
Develop press release and calendar listings
Request and receive speaker/VIP bios
Send save-the-dates
Order plants/flowers
Schedule President’s Podium
Coordinate meeting with fire marshal
Schedule supplemental staffing
Order radios
Send preliminary volunteer requests
Request participation of additional speakers
Reserve additional set-up materials
Order additional décor materials
Complete/submit Event Details
Brainstorm "WOW" factor pieces for event
8 Weeks Prior
Review printed materials with your designer
Set menu with caterer – know that you can confirm the final head count approximately a week prior to the event
Secure permits and insurance
Determine if awards/trophies will be given and research companies
Release press announcements to national and local print media
Order any giveaways
Order any giveaways
Determine parking and obtain directional maps for visitors to include with invitation
Confirm accessibility resources
Order gifts for participants/speakers
Request Tech spirit aspects
Begin editing printed programs/materials
Schedule A/V run-through the day before the event
Secure Green Room
6 Weeks Prior
Assemble/address invitations
Create RSVP tracking system
Mail invitations
Order awards
Distribute fliers/emails advertising event
Finalize transportation logistics for VIPs and out-of-town guests
Release press announcements to local TV, radio media
Determine if signage needs to be produced – if out-of-house, order signage and large promotional materials
Hold walk-through with major stakeholders/committee members to ensure all needs are met
Secure musicians/entertainers sound check
Determine liquor needs, if any
Order liquor
Purchase all needed decorations, other than flower arrangements
Begin making decorations, if need be
Order extra trash receptacles
Order extra recycling bins
4 Weeks Prior
Confirm staff/volunteers for each aspect of the event
Make parking and directional signs that can be created in-house
Create welcome packets/materials for attendees
Create script for yourself or for VIPs/presenters
Confirm all travel arrangements
Confirm security needs and plan walk-through of site with them
Coordinate with accounts payable and vendors on when payment will be received (in most cases, unless you purchase alcohol, after services are rendered)
Schedule volunteer training
1-2 Week(s) Prior
Follow-up with RSVP list – make personalized phone calls and emails, if necessary
Send final numbers to the caterer
Confirm participation with all VIPs/presenters. Send them updated event details, run of shows, and talking points.
Set meeting to brief President, if applicable
Create seating plans and room diagrams for assistance with set-up and day-of-event questions
Develop photo shot list
Hold pre-event meeting with all significant stakeholders (vendors, managers of venue, key committee members, and volunteers, etc.)
Do one last walk-through of venue
Hold training session with volunteers
Ensure all printed materials/collateral are assembled and correct
Make follow-up calls to media
Make nametags/lanyards for attendees and have extra plain ones on hand for surprise guests
Create dietary cards
Create “Event Day Survival Kit” full of needed items: pens, sharpies, tape, scissors, etc.
Create detailed hour-by-hour event agenda (event plan) for key volunteers/vendors and distribute to them
Confirm set-up/breakdown with all vendors
Send final information to participants, including directions, maps, last-minute details, etc.
Create volunteer duty form
Wrap gifts
Distribute parking passes
Send completed Run of Show and RSVP list within 72 hrs. of event to VIPs
1-2 Days Prior
Create final to-do list to determine all tasks are complete
Ensure all appropriate contacts’ information is listed where you can easily retrieve it
Purchase floral arrangements if not provided by vendor
Recheck all equipment/materials to ensure nothing is damaged, quantity is correct, etc
Reconfirm schedule with caterer
Set-up registration area, if possible, so you are prepared for the next day
Decorate room if you can
Display parking/directional signs
Lay out clothes and needed materials (name badge, notebook, etc.)
Pick up liquor or have it delivered
Deliver materials/equipment to venue site
Test live web broadcast
Be prepared to troubleshoot changes day-of
Discuss rain plan logistics
Day of Event
Arrive early and do one last walk-through
Oversee vendor set-up
Ensure all VIP materials are correctly labeled and in place
Check all set-ups
Ensure waters are in podium
After the Event
Send thank you notes
Handle invoices
Hold post-event meeting with key players
Send pictures/mementos to VIP guests
Update website
Pack up and inventory all materials
Book next year’s venue, for annual event
Complete survey of event or any product/service provided
This creates a private checklist in your account.