How to Plan an Event: 10 Step Event Planning Guide

These are the realities of planning an event, which make sponsors so important. Sponsorships pad your resource pool while partnerships with other businesses in the same community or industry help extend your reach. Having an event planning template is a great way to make sure you’re not missing any important pieces of the larger event. It’ll help you organize your tasks and resources, costs and more. Use our free event plan template to get started on the right foot. It addresses all the components of an event such as the start and end dates, budget, venue, marketing, attendees and more.

Remember to include your social media details as well as traditional methods of contact. Focus first on providing quality services for smaller events, then invest in yourself as you save money. The key to happy clients that return year-over-year is providing tools, resources, and knowledge that they know will make their events run smoother. As pc/nametag’s in-house Word Wizard, Meaghan creates educational content that brings people together and drives meaningful conversations in the events industry. Ask them how they heard about your business, why they chose to work with you, and if they’d use your services again.

Next, identify any areas of expertise that require a stronger skillset. This list of online continuing education resources is a great place to start, especially if you’re brand new or know very little about a subject.

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Think about why you want to host this event and what you can get out of it. Research and select vendors and suppliers who specialize in professional business events and can deliver high-quality services. This may include caterers, florists, audiovisual technicians, event planners, or other professionals who can contribute to the success of your event. Collaborate closely with them to align their services with your event objectives. That’s the magic of event planning — the art of creating experiences that bring people together, spark enthusiasm, and drive business growth. Whether it’s a product launch or a conference, business event planning is about transforming a vision into a successful reality.

Make yourself to-do lists on a weekly basis, use Google calendar or a planner to keep track of events, deadlines, and due dates. In addition to setting a routine and sticking to it, plan out relaxing activities into your day. Or set aside a time, after everything is done for the day, that you can have “me” time. I have also personally found it essential to not only find time for myself but also make use of that time in a way that is best for me and my holistic wellness. There are plenty of experiences that attendees do want, but one of those isn’t waiting in line. Modern event check-in software can alleviate that issue by speeding up the process and making you more mobile.

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