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Some items to include in your timeline:
Selecting a venue, and finalizing contracts, if applicable
Creating invitee lists
Sending out invitations
Establish communication follow up dates
Determine who will be responsible for RSVPs and how will RSVPs be collected
Determining parking needs
Choosing caterers and finalizing contracts
Selecting linens and flowers
Contacting speakers/presenters
Develop program and timing for event
Determining AV needs and secure services
Creating and delivering briefings and scripts if applicable
Determine if name badges will be needed and if so, who will prepare
Consider staffing needs and assign people to all roles (don’t forget post event clean up staff)
Create a day of timeline to include who is responsible for each action item
Ordering giveaways, if applicable
Consider media/press coverage
Prepare event supplies (consider extension cords, flip charts, markers, tape, scissors, easels)
Duplicate hand out materials
Logistics:
Have you reserved your location?
If food and beverages are planned, have you reserved catering? Have you considered dietary needs?
Have you identified your A/V needs and who will be providing them?
Where will your guests park?
Have you designed your space layout? (tables, chairs, stage, registration, food prep)
Will you need photography or videography or a writer?
Who will be managing the registration lists?
Will VIPs be invited and if so, who will be the point person?
How will you accommodate special needs?
How many people will you need to staff the event, and have you identified who they will be?
Will you need to order plaques, awards, speaker gifts, etc.?
You can use the Event Planning Checklist to keep track of your event planning.
Invite List/Guest Management:
When creating the guest list for your event, you will want to consider who you are trying to reach and the purpose
of the event. If you are trying to raise money, you may want to include someone from the donor relations team to
the planning meetings. Keep in mind that you want to invite donors with an interest in the area of your event, i.e.
if your event is a performance, you will want donors who are interested in the arts, not necessarily donors who
are involved in the sciences. Early on, decide who will be managing the guest list, what information you want to
capture about each guest, and what you will do with the information in the guest list. You will also want to
determine if there are any “VIP” guests – these are guests who will require special attention based on their past
giving, position within their company/government, they are a speaker/presenter, etc. There should only be a few
select VIPs as it is easy to start thinking everyone should be VIP.
Create a guest list, compile appropriate mailing data
Save the Date – depending on the event, you may find this is helpful
Invitations – electronic or print, if print ensure you mail them early enough
RSVPs – who is tracking these? Will you do follow up calls/emails to non-responders?
Order materials needed for nametags and check on type of nametag, format, badge holders
o Paper for nametags