Event Planning Checklist
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- Suzanna Clark
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1 Event Planning Checklist 6 to 12 Months Ahead Decide event purpose (raise funds, visibility, celebration, etc.) Choose a theme Visit potential sites Contact an event coordinator (provided by the Mabee Center) Chairperson forms subcommittees Get cost estimates (site rental, catering, drinks, sound/lights, etc.) Mabee Center catering is handled by Sodexho Get recommendations for additional event vendors (Mabee Center can provide a list of preferred partners) Obtain bids for entertainment Obtain bids for decorations Obtain bids for design/printing Finance committee drafts initial budget Decide on admission cost Create sponsorship amounts/levels List items to be underwritten and possible sources Research/approach honorees Compile mailing list Check proposed date for potential conflicts, finalize date in writing Get written contract for site, entertainment, etc. Invite/confirm VIPs Investigate need for special permits, licenses, insurance, etc.
2 Order hold-the-date cards or other event announcements Contact graphic artist; begin invitation design Consider pre-party event for publicity or underwriting (Mabee Center Set marketing/public relations schedule (Mabee Center Select photographer; arrange for photos of VIPs, chairman, honorees (Mabee Center Get biographical information on attendees of importance such as VIPs, celebrities, honorees, chairmen (Mabee Center Create logo for event with graphic artist (Mabee Center 3 to 6 Months Ahead Begin monthly committee meetings Write/send requests for funding or underwriting to major donors, corporations, sponsors Request logos from corporate sponsors for printing (send to Mabee Center Review with graphic artist invitations, programs, posters, etc. (Mabee Center Prepare final copy for invitations, return card, posters (Mabee Center Prepare final copy for tickets (Mabee Center Complete mailing lists for invitations Order invitations, posters, tickets, etc (Mabee Center Sign contract with Mabee Center and turn in required deposit Make list of locations for posters Finalize mailing lists; begin soliciting corporations and major sponsors Obtain lists from honorees, VIPs Obtain radio/tv sponsors, public service announcements, promos (Mabee Center
3 Set menu with caterer for food and beverages (Mabee Center Secure permits and insurance Get written confirmation of any celebrity participation/special needs Select/order any trophies and awards 2 Months Ahead Hold underwriting or preview party to coincide with mailing of invitations; invite media Assemble/address invitations (with personal notes when possible) Mail invitations Distribute posters Finalize transportation/hotel accommodations for staff, VIPs, honorees (Mabee Center Partner Hilton Tulsa Southern Hills) Obtain contracts for decorations and rental items Confirm TV/radio participation (Mabee Center Release press announcements about celebrities, VIPs, honorees (Mabee Center Follow up to confirm sponsorships and underwriting (Mabee Center Obtain logos from corporate sponsors for program printing (Mabee Center Review need for signs at registration, directional, etc. (Mabee Center Event All major chairpersons to finalize plans (Mabee Center Event Hold walk-through of event with responsible committees, chairperson and site staff members at event site (Mabee Center Event Review/finalize budget, task sheets and tentative timeline (Mabee Center Event Start phone follow-up for table sponsors (corporate, VIP, committee)
4 1 Month Ahead Phone follow-up mailing list (ticket sales) Place newspaper ads, follow up with news media, on-air announcements (Mabee Center Confirm staff for registration, hosting, other (Mabee Center Event Contact VIPs, celebrities, programs attendees, to confirm participation Complete list of content for VIP welcome packets Get enlarged site plan/room diagram, assign seats/tables (Mabee Center Event Meet with all outside vendors, consultants to coordinate event (Mabee Center Event Review script/timeline (Mabee Center Event Continue phone follow-ups for ticket/table sales (Mabee Center Continue assigning seats; set head table; speaker s platform (Mabee Center Event Confirm transportation schedules: airlines, trains, buses, cars, limos (Mabee Center Event Confirm Hilton hotel accommodations Prepare transportation and accommodations 9include arrival time, flight number, airline, person assigned to meet flight (Mabee Center Event Confirm special security needed VIPs event (Mabee Center Event Prepare welcome packet for VIPs, chairmen and key staff. Schedule deliveries of special equipment and rentals (Mabee Center Event Confirm setup and tear down times with event site (Mabee Center Event
5 Finalize plans with Mabee Center Event Coordinator. Give caterer revised numbers (Mabee Center Event Meet with chairpersons and key staff to finalize any of the above details. 1 Week Before Meet with all committees for last-minute details Finish phone follow-ups Confirm number attending (Mabee Center Event Finish seating/table arrangements (Mabee Center Event Hold training session with volunteers; finalize assignments (Mabee Center Event Secure two or three volunteers to assist with emergencies Finalize registration staff (Mabee Center Event Distribute seating chart, assignments to hosts/hostesses (Mabee Center Event Schedule pickup or delivery of any rented of loaned equipment (Mabee Center Event Deliver final scripts/timelines to all program participants (Mabee Center Event Finalize catering guarantee and refreshments (Mabee Center Event Confirm number of volunteers (Mabee Center Event Make follow-up calls to news media for advance and event coverage (Mabee Center. Distribute additional fliers (Mabee Center. Final walk-through with all personnel (Mabee Center Event Schedule rehearsals (Mabee Center Event
6 Schedule volunteer assignments for day of event (Mabee Center Event Establish amount of petty cast needed for tips and emergencies. Write checks for payment to be made for the day of the event. Day Before Event Lay out all clothes that you will need the day of the event Recheck all equipment and supplies to be brought to the event Have petty cash and vendor checks prepared Event Arrive early (with your change of clothes) Unpack equipment, supplies and make sure nothing is missing Be sure all VIPs are in place and have scripts Reconfirm refreshments/meal schedule for volunteers (Mabee Center Event Go over all final details with caterer and setup staff (Mabee Center Event Check with volunteers to make sure all tasks are covered Setup registration area (Mabee Center Event Check sound/light equipment and staging before rehearsal (Mabee Center Event Hold final rehearsal (Mabee Center Event
Event Planning Checklist
Event Planning Checklist 6 to 12 Months Ahead Yes No Decide event purpose (raise funds, visibility, celebration, etc.) Choose a theme Visit potential sites Research/appoint an event coordinator/manager
Event Planning Checklist
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