Conference Planning Checklist
                                                                                                                Duration
Step           Department       Task         Description                                  Owner       Start                  End         Status
                                                                                                                 (Days)

                                             Meet with Conference Planning Team for
1 Scheduling    Executive   Event Strategy
                                             initial analysis and organization of event
                                                                                           Sally    6-Jan-11       35      10-Feb-11   Completed



                                             Select Chairs for designated Sub-Teams
1 Scheduling    Executive   Event Strategy
                                             to facilitate tasks
                                                                                           Jim      10-Feb-11      35      17-Mar-11    On Track




1 Scheduling    Executive   Event Strategy   1st Team Meeting                             Michael   17-Mar-11      35      21-Apr-11    Overdue




1 Scheduling    Executive   Event Strategy   2nd Team Meeting                              Tom      21-Apr-11      28      19-May-11     At Risk




1 Scheduling    Executive   Event Strategy   3rd Team Meeting                              Jim      21-Apr-11      21      12-May-11   Not Started




1 Scheduling    Executive   Event Strategy   4th Team Meeting                              Sally    10-May-11      21      31-May-11   Not Started




1 Scheduling    Executive   Event Strategy   5th Team Meeting                              Paul     1-Jun-11       30       1-Jul-11   Not Started




1 Scheduling    Executive   Event Strategy   6th Team Meeting                             Nancy     1-Jun-11       21      22-Jun-11   Not Started
1 Scheduling   Executive   Event Strategy   Final Review Meeting                       Nancy     1-Jun-11    21   22-Jun-11   Not Started



                                            Draft Proposed Budget & Present to
2 Budget       Finance        Budget
                                            Executives
                                                                                        Jim      15-Jun-11   28   13-Jul-11   Not Started



                                            Revise Budget based on Feedback from
2 Budget       Finance        Budget
                                            Executives
                                                                                        Sally    1-Jun-11    49   20-Jul-11   Not Started




2 Budget       Finance        Budget        Get Final Approval from Executives          Tom      15-Jun-11   21   6-Jul-11    Not Started



                                            Distribute Finalized Budget to each Sub-
2 Budget       Finance        Budget
                                            Team and monitor progress
                                                                                       Nancy     21-Jun-11   21   12-Jul-11   Not Started



                                            Research Event Locations specific to the
3 Location      Events       Research
                                            number of attendees and budget
                                                                                        Sally    15-Jun-11   21   6-Jul-11    Not Started



                                            Visit Qualified Locations to make an
3 Location      Events       Research
                                            Informed Recommendation to the Team
                                                                                        Jim      6-Jul-11    21   27-Jul-11   Not Started




3 Location      Events       Meetings       Present Event Locations to Team            Michael   15-Jul-11   21   5-Aug-11    Not Started



                                            Obtain Feedback from Team and make
3 Location      Events       Meetings
                                            Location Decision
                                                                                        Paul     15-Jul-11   21   5-Aug-11    Not Started
3 Location              Events   Event Preparation   Negotiate & Sign Contracts with Location      Sally    21-Jul-11   28   18-Aug-11   Not Started



                                                     Make Final Visit to Location to ensure all
3 Location              Events   Event Preparation
                                                     details are prepared
                                                                                                   Jim      30-Jul-11   35   3-Sep-11    Not Started




4 Decoration/Creative   Events       Creative        Decide on Conference Theme                   Michael   5-Aug-11    28   2-Sep-11    Not Started



                                                     Develop Décor and Gift Ideas to go along
4 Decoration/Creative   Events       Creative
                                                     with Theme
                                                                                                  Nancy     5-Aug-11    28   2-Sep-11    Not Started




4 Decoration/Creative   Events       Meetings        Present Décor and Gift Ideas to Team         Michael   10-Apr-11   35   15-May-11   Not Started




4 Decoration/Creative   Events       Meetings        Obtain Approval for Décor/Gifts               Paul     1-May-11    63    3-Jul-11   Not Started



                                                     Order Gifts for Attendees & Purchase
4 Decoration/Creative   Events   Event Preparation
                                                     Decorations
                                                                                                   Jim      10-Aug-11   21   31-Aug-11   Not Started




4 Decoration/Creative   Events       Creative        Create Invitations                            Tom      15-Aug-11   14   29-Aug-11   Not Started




4 Decoration/Creative   Events       Meetings        Present Draft of Invitations to Team          Sally    15-Aug-11   14   29-Aug-11   Not Started
Obtain Approval & Finalize Invitation
4 Decoration/Creative   Events       Meetings
                                                     Design
                                                                                             Jim   1-Aug-11   28   29-Aug-11   Not Started




4 Decoration/Creative   Events   Event Preparation   Have Invitations Made                   Tom   1-Aug-11   21   22-Aug-11   Not Started
Event Preparation

                                                                                                                                                                                Meetings

                                                                                                                                                                                       Meetings

                                                                                                                                                                                       Creative

                                                                                                                                                                                 Event Preparation

                                                                                                           Meetings

                                                                     Meetings

                                                                                                                                                                                     Creative

                                                                                                                                                                                     Creative

                                                                                                                                                                             Event Preparation

                                                                                                                                                                 Event Preparation

                                                                                                                                                             Meetings

                                                                                                                                                             Meetings

                                                                                                                                                  Research

                                                                                                                                  Research

                                                                                                                                         Budget

                                                                                                                                  Budget

                                                                                                                                  Budget

                                                                                                                                       Budget

                                                                                                                 Event Strategy

                                                                                                                 Event Strategy

                                                                                                                      Event Strategy

                                                                                          Event Strategy

                                                                     Event Strategy

                                                                         Event Strategy

                                                Event Strategy

                               Event Strategy

           Event Strategy

2-Jan-11                    21-Feb-11                    12-Apr-11                                    1-Jun-11                                      21-Jul-11                                        9-Sep-11

Conference Planning Checklist

  • 1.
    Conference Planning Checklist Duration Step Department Task Description Owner Start End Status (Days) Meet with Conference Planning Team for 1 Scheduling Executive Event Strategy initial analysis and organization of event Sally 6-Jan-11 35 10-Feb-11 Completed Select Chairs for designated Sub-Teams 1 Scheduling Executive Event Strategy to facilitate tasks Jim 10-Feb-11 35 17-Mar-11 On Track 1 Scheduling Executive Event Strategy 1st Team Meeting Michael 17-Mar-11 35 21-Apr-11 Overdue 1 Scheduling Executive Event Strategy 2nd Team Meeting Tom 21-Apr-11 28 19-May-11 At Risk 1 Scheduling Executive Event Strategy 3rd Team Meeting Jim 21-Apr-11 21 12-May-11 Not Started 1 Scheduling Executive Event Strategy 4th Team Meeting Sally 10-May-11 21 31-May-11 Not Started 1 Scheduling Executive Event Strategy 5th Team Meeting Paul 1-Jun-11 30 1-Jul-11 Not Started 1 Scheduling Executive Event Strategy 6th Team Meeting Nancy 1-Jun-11 21 22-Jun-11 Not Started
  • 2.
    1 Scheduling Executive Event Strategy Final Review Meeting Nancy 1-Jun-11 21 22-Jun-11 Not Started Draft Proposed Budget & Present to 2 Budget Finance Budget Executives Jim 15-Jun-11 28 13-Jul-11 Not Started Revise Budget based on Feedback from 2 Budget Finance Budget Executives Sally 1-Jun-11 49 20-Jul-11 Not Started 2 Budget Finance Budget Get Final Approval from Executives Tom 15-Jun-11 21 6-Jul-11 Not Started Distribute Finalized Budget to each Sub- 2 Budget Finance Budget Team and monitor progress Nancy 21-Jun-11 21 12-Jul-11 Not Started Research Event Locations specific to the 3 Location Events Research number of attendees and budget Sally 15-Jun-11 21 6-Jul-11 Not Started Visit Qualified Locations to make an 3 Location Events Research Informed Recommendation to the Team Jim 6-Jul-11 21 27-Jul-11 Not Started 3 Location Events Meetings Present Event Locations to Team Michael 15-Jul-11 21 5-Aug-11 Not Started Obtain Feedback from Team and make 3 Location Events Meetings Location Decision Paul 15-Jul-11 21 5-Aug-11 Not Started
  • 3.
    3 Location Events Event Preparation Negotiate & Sign Contracts with Location Sally 21-Jul-11 28 18-Aug-11 Not Started Make Final Visit to Location to ensure all 3 Location Events Event Preparation details are prepared Jim 30-Jul-11 35 3-Sep-11 Not Started 4 Decoration/Creative Events Creative Decide on Conference Theme Michael 5-Aug-11 28 2-Sep-11 Not Started Develop Décor and Gift Ideas to go along 4 Decoration/Creative Events Creative with Theme Nancy 5-Aug-11 28 2-Sep-11 Not Started 4 Decoration/Creative Events Meetings Present Décor and Gift Ideas to Team Michael 10-Apr-11 35 15-May-11 Not Started 4 Decoration/Creative Events Meetings Obtain Approval for Décor/Gifts Paul 1-May-11 63 3-Jul-11 Not Started Order Gifts for Attendees & Purchase 4 Decoration/Creative Events Event Preparation Decorations Jim 10-Aug-11 21 31-Aug-11 Not Started 4 Decoration/Creative Events Creative Create Invitations Tom 15-Aug-11 14 29-Aug-11 Not Started 4 Decoration/Creative Events Meetings Present Draft of Invitations to Team Sally 15-Aug-11 14 29-Aug-11 Not Started
  • 4.
    Obtain Approval &Finalize Invitation 4 Decoration/Creative Events Meetings Design Jim 1-Aug-11 28 29-Aug-11 Not Started 4 Decoration/Creative Events Event Preparation Have Invitations Made Tom 1-Aug-11 21 22-Aug-11 Not Started
  • 5.
    Event Preparation Meetings Meetings Creative Event Preparation Meetings Meetings Creative Creative Event Preparation Event Preparation Meetings Meetings Research Research Budget Budget Budget Budget Event Strategy Event Strategy Event Strategy Event Strategy Event Strategy Event Strategy Event Strategy Event Strategy Event Strategy 2-Jan-11 21-Feb-11 12-Apr-11 1-Jun-11 21-Jul-11 9-Sep-11