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Eventina EVENT PLANNER'S BASIC CHECK LIST 
(to be embellished specific to each conference) 
PRELIMINARY 
Purpose/goal of workshop/conference 
Who is the market? 
Budget 
Means for staff: volunteer, employees, etc. 
Project coordinator established 
Secure a title, date, time(s), location 
Timeline developed 
Identify potential sponsors 
FOOD/REFRESHMENTS 
Determine which meals provided 
Menu 
Refreshments during off meal times 
Vendor/caterer for food provision 
What type of dishes/cutlery? (environmental considerations) 
Where will food be located? 
Water for presenters at all times 
Recycling necessary ? Available? 
SITE CONSIDERATIONS 
Evaluate convenience to both presenters/exhibitors/attendees 
Contact person on site 
Vendor/sponsor/exhibitor booths or tables needed 
Unloading/loading docks and logistics 
A/V equipment and staff to run equipment included in site contract? 
Directional signs around the site 
Exhibitor signs 
Electrical outlets/capacities 
Food included in site contract? 
Hearing/sight/wheelchair accommodations for differently-abled attendees 
How early/late can staff get in 
Identify how to manipulate room temperatures 
Parking available? Included? Contracted? 
Registration location 
Coat check or racks 
Designate smoking/non-smoking facilities 
Tables, chairs: how arranged, how decorated 
Consider traffic flow from room to room (if more than one presentation at a time) 
Are cell phones operable within this facility? 
Recycling provisions
SPEAKERS/PRESENTERS 
Researched (contact KBS Productions at 303-469-6866 or www.kbsproductions.com for 
customized keynote & workshop programming) 
Contracted 
Compensation agreed upon 
Biography on each presenter for introductions 
Greeted/Assisted at site 
Lodging Emcee or facilitator selected/contracted 
Presentation needs 
Special dietary needs 
Alternate plan for cancellations/emergencies 
PROMOTIONS 
Marketing strategy/timeline 
PR coordinator secured 
Sponsorships solicited 
Directions to site 
Door prizes 
Graphic & copy creation of materials 
Invitation/flyer/broadcast & print media 
Press releases 
Printing of materials 
Means to distribute sponsor materials (if provided) 
Video/audio taping of presentation(s) for cassette sales 
Conference schedule/program created/printed/posted 
EDUCATIONAL MATERIALS 
Attendee binders/folders 
Directional signs created/posted 
Educational material prep/copying 
Generation of attendee list to provide to each attendee 
Material distribution 
REGISTRATION 
Establish system for registration/refunds/cancellations established 
Collection of fees 
Preregistration 
Computerized pre-site/on-site 
Name badges 
Provision for walk-ins and late-comers 
Collection of badges (if reusable) at end of workshop 
DAY OF WORKSHOP 
Staff on site: identifiable and trained 
Back up supplies/equipment available 
Emergency technicians/staff designated
Equipment on site and functioning properly 
Evaluations created/printed/distributed/collected 
Facilitators prepared/on site 
Food/refreshments in place 
Signs posted 
EQUIPMENT 
A/V needs 
Back up equipment (right down to extra dry erase markers) 
Computers 
Electrical outlets 
Phone/cable/internet lines 
Experienced staff to operate equipment/problem solve 
Extension cords 
Surge protectors 
Communications means (i.e. two-way radios) between staff throughout facility) 
Furniture set-up: speakers/facilitators/exhibitors/attendees 
Cloth & drape 
Trash cans 
Recycling bins 
SUPPLIES 
Duct tape 
Felt markers 
Name badges & extra quantities 
Note pads/scratch pads 
Paper clips 
Pens/pencils 
Scissors 
Stapler/staples 
Straight pins 
String/rope 
Tape 
POST WORKSHOP FOLLOW-UP 
Post event PR in the media 
Bills paid 
Tally/assessment of workshop evaluations 
Notes made for how to do the next event even better 
Thank yous: to presenters, facility, staff, others? 
Lost & left items returned to owners 
On to next project! 
www.eventina.com

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Eventina checklist

  • 1. Eventina EVENT PLANNER'S BASIC CHECK LIST (to be embellished specific to each conference) PRELIMINARY Purpose/goal of workshop/conference Who is the market? Budget Means for staff: volunteer, employees, etc. Project coordinator established Secure a title, date, time(s), location Timeline developed Identify potential sponsors FOOD/REFRESHMENTS Determine which meals provided Menu Refreshments during off meal times Vendor/caterer for food provision What type of dishes/cutlery? (environmental considerations) Where will food be located? Water for presenters at all times Recycling necessary ? Available? SITE CONSIDERATIONS Evaluate convenience to both presenters/exhibitors/attendees Contact person on site Vendor/sponsor/exhibitor booths or tables needed Unloading/loading docks and logistics A/V equipment and staff to run equipment included in site contract? Directional signs around the site Exhibitor signs Electrical outlets/capacities Food included in site contract? Hearing/sight/wheelchair accommodations for differently-abled attendees How early/late can staff get in Identify how to manipulate room temperatures Parking available? Included? Contracted? Registration location Coat check or racks Designate smoking/non-smoking facilities Tables, chairs: how arranged, how decorated Consider traffic flow from room to room (if more than one presentation at a time) Are cell phones operable within this facility? Recycling provisions
  • 2. SPEAKERS/PRESENTERS Researched (contact KBS Productions at 303-469-6866 or www.kbsproductions.com for customized keynote & workshop programming) Contracted Compensation agreed upon Biography on each presenter for introductions Greeted/Assisted at site Lodging Emcee or facilitator selected/contracted Presentation needs Special dietary needs Alternate plan for cancellations/emergencies PROMOTIONS Marketing strategy/timeline PR coordinator secured Sponsorships solicited Directions to site Door prizes Graphic & copy creation of materials Invitation/flyer/broadcast & print media Press releases Printing of materials Means to distribute sponsor materials (if provided) Video/audio taping of presentation(s) for cassette sales Conference schedule/program created/printed/posted EDUCATIONAL MATERIALS Attendee binders/folders Directional signs created/posted Educational material prep/copying Generation of attendee list to provide to each attendee Material distribution REGISTRATION Establish system for registration/refunds/cancellations established Collection of fees Preregistration Computerized pre-site/on-site Name badges Provision for walk-ins and late-comers Collection of badges (if reusable) at end of workshop DAY OF WORKSHOP Staff on site: identifiable and trained Back up supplies/equipment available Emergency technicians/staff designated
  • 3. Equipment on site and functioning properly Evaluations created/printed/distributed/collected Facilitators prepared/on site Food/refreshments in place Signs posted EQUIPMENT A/V needs Back up equipment (right down to extra dry erase markers) Computers Electrical outlets Phone/cable/internet lines Experienced staff to operate equipment/problem solve Extension cords Surge protectors Communications means (i.e. two-way radios) between staff throughout facility) Furniture set-up: speakers/facilitators/exhibitors/attendees Cloth & drape Trash cans Recycling bins SUPPLIES Duct tape Felt markers Name badges & extra quantities Note pads/scratch pads Paper clips Pens/pencils Scissors Stapler/staples Straight pins String/rope Tape POST WORKSHOP FOLLOW-UP Post event PR in the media Bills paid Tally/assessment of workshop evaluations Notes made for how to do the next event even better Thank yous: to presenters, facility, staff, others? Lost & left items returned to owners On to next project! www.eventina.com