Events

Event planning checklist template

Plan conferences, launches and parties without the last-minute panic. Every booking, confirmation and rehearsal is a step you can see and tick off.

Use this template
  • 9 steps
  • 0 approval steps
  • Rename, reorder or remove any step

The 9 steps

  1. 1

    Goals and budget

    Why the event exists, who it is for and what it can cost.

  2. 2

    Venue booking

    Choose and book the venue for the date and headcount.

  3. 3

    Vendor contracts

    Catering, AV, photography and decoration under contract.

  4. 4

    Confirm speakers and guests

    Get confirmations, bios and travel details.

  5. 5

    Invitations and registration

    Send invitations and open registration.

  6. 6

    Run of show

    A minute-by-minute plan with owners for each part.

  7. 7

    Rehearsal

    Walk through the schedule, tech and transitions.

  8. 8

    Event day

    Run the event to the run of show.

  9. 9

    Post-event survey and wrap-up

    Collect feedback, pay vendors and share photos.