Event Check-Off List

Event Check-off List


1. Establish your goals and objectives

  • What is your event’s purpose?
  • How many people do you want to attend in person? Watch your live stream?
  • How much profit do you want to make?
  • How much will tickets cost?
  • Where will your event take place?

2. Put together a rough budget

3. Select a date

  • Choose an optimal date and a second best for backup when getting sign-off

4. Choose a location, a venue, and vendors

  • What geographic area is best for your event?
  • How many people will be attending your event?
  • Do you need to provide Wi-Fi?
  • Does the venue have the infrastructure you need?
  • Are there local vendors you can rely on?

5. Choose a theme

6. Research speakers

  • Start by researching speakers who have spoken at similar events to yours
  • Compile a list of your ideal speakers
  • Solidify your ask
  • Reach out to your speakers

7. Start your sponsor search

3 months out: Planning the nitty gritty

Once you get your event sketched out, you need to keep your budgets updated with the latest estimates and quotes. Dedicate 10 minutes a day to this work as you work out the details below, and you’ll get a clearer picture of your expected revenue.

The tasks listed below should be tackled at least 2-4 months before your event.

8. Finalize speakers

  • Book your speakers
  • Balance your lineup
  • Get bio information and photos
  • Arrange travel and accommodations

9. Organize your financials

10. Build your website

  • Get sign off on look and feel
  • Update your site (if recurring event) or build your new event’s site
  • Make sure your website infrastructure can handle the increased traffic
  • Make sure your website is mobile-optimized

11. Begin to promote your event

  • Develop messaging doc aligned with your event brand
  • Utilize digital marketing tools like email and social media
  • Consider offering an early bird discount
  • Distribute your event on online event calendars
  • Write blog posts about your event
  • Create a promo video

12. Finalize venue details

  • Work with caterer on approving a menu
  • Secure A/V equipment
  • Review security needs and plan
  • Investigate for any special permits, licenses, insurance, etc.
  • Determine event signage and attendee communication plan

13. Draft a schedule

  • Put together a working draft of your event’s schedule

2 months before: Finalizing details

Your event is in sight and the days feel like they’re flying by. Here’s what you need to keep top of mind two months before your event.

14. Send reminders

  • To attendees
  • To presenters/speakers
  • To sponsors
  • To vendors

15. Push promotions to meet your sales goals

1 week before: Tying up loose ends

In the week leading up to your event, there’s a lot of last-minute wrangling to be done. Here’s what you need to keep track of to stay on top of your to-do list.

16. Finalize event schedule & scripts

  • Make sure everyone has the same schedule
  • Get sign off on any speech scripts

17. Update everyone with final registration numbers

  • The caterer
  • The venue

18. Confirm timings of all your vendors

  • Caterer
  • A/V equipment
  • Decorations
  • Speakers


Leave a Reply

Your email address will not be published. Required fields are marked *