Event Marketing & Planning

Event Planning Checklist for 2024 (Printable)

by
The Eventcube Team
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Event planning can feel like navigating a labyrinth of details. Fear not! Your journey to event mastery begins here. We've meticulously crafted the ultimate event planning checklist, a roadmap to transform your vision into reality.

Planning an event can be an overwhelming task, especially with so many details to consider. To help you navigate this complex process, we’ve created the ultimate event planning checklist for 2024. This printable guide can serve as a useful reference point, ensuring no detail is overlooked. Whether you're organizing a small community gathering or a large-scale trade show, we cover every essential aspect. This includes budgeting, marketing, logistics, guest management, and more! Let's make your next event a seamless and successful experience!

Table of contents

  1. What does an event checklist include?
  2. Why create an event planning checklist?
  3. What are the 10 steps to plan an event?
  4. 6 Months before the event
  5. 3-4 Months before the big day
  6. 1-2 months before the event
  7. 1 week before the event
  8. 1 Day before the event
  9. Event day
  10. Post-event analysis—8 Tips

What does an event checklist include?

Every event organisation checklist should cover the core essentials. These are:

  • Date
  • Location
  • Budget
  • Event type
  • Targets

Some aspects might not fit neatly into these categories, but this is a solid framework to build on.

Why create an event planning checklist?

Planning an event involves numerous moving parts, and without a structured approach, it's easy to overlook important details. A detailed event coordinator checklist ensures you cover all bases, minimize risks, and deliver a great experience for your attendees. With thorough preparation, you can handle unexpected challenges and ensure everything runs smoothly.

Download the only event planning checklist you'll ever need:

What are the 10 steps to plan an event?

Planning an event involves several key steps to ensure its success. Here;s a rough breakdown ofthe ten most important steps to consider:

  1. Set your goals and objectives by defining what you aim to achieve.
  2. Select a suitable date.
  3. Develop a master plan, outlining every detail.
  4. Create a budget, allocating your finances wisely.
  5. Brand and begin publicity, creating a strong brand and starting marketing efforts.
  6. Arrange sponsorships and speakers, securing partnerships and speakers.
  7. Launch ticket sales and start selling tickets.
  8. Coordinate with  suppliers, working with caterers, equipment providers, etc.
  9. Manage event day setup and execution, ensuring everything runs smoothly on the day.
  10. Evaluate the success of your event by analyzing the outcomes and gathering feedback.

While this list is certainly helpful, it's not nearly comprehensive enough to cover your event's entire life cycle.

That's why we've expanded these steps into a more detailed timeline. Remember, starting as early as possible will better prepare you for any unexpected issues that arise.

This event checklist for event planners applies to any type of event, whether large festivals or small galas. It's a go-to guide for every budding event planner. Let's dive into the ultimate event planning to do list!

6 Months before the event—Getting ahead of the game

Infographic for event planning

Starting your plan well in advance is crucial for success. Many organizers begin planning significant events like galas and fundraisers around six months prior to the big day. Here are essential steps to kick off your event management process:

Establish goals and objectives

First things first, you need to define your event's purpose. Are you raising funds, increasing awareness about a specific issue, or throwing a memorable bash? Clarity here will help you determine your target audience, prospective number of attendees, and how to measure success effectively.

Select the date

Remember to choose a date that doesn’t conflict with other local events or major holidays. This ensures maximum attendance and avoids scheduling conflicts.

Identify and negotiate venue details

After you've chosen a venue that fits, make sure to secure it early and clarify requirements, such as insurance and alcohol policies. Knowing these details helps in making informed decisions and avoiding last-minute surprises.

Develop an event master plan

Creating a water-tight, comprehensive plan ensures you cover all aspects of the event, from logistics to programming. This helps in keeping everything organized and on track.

Get cost estimates and create a budget

Events are often more expensive than organizers bargain for. With room rental, catering, equipment, speaker fees, travel, and insurance, it's no surprise so many go over budget  Careful planning here could save you a lot of money. Use estimates to create a realistic budget, adjusting as necessary to stay within financial limits.

Recruit an event committee

Form a committee with designated roles, including an event manager and sub-committee chairs, to manage different aspects efficiently.

Brand your event

Develop your branding, including the logo, tagline, and an event website (this is where a clear purpose of your event will help). Clear and consistent branding helps in attracting potential attendees and sponsors. This is where white-label platforms like Eventcube really shine, allowing for full customization of your ticketing and marketing efforts.

Create and launch a publicity plan

Remember to start your marketing efforts early. This includes media relations, VIP coordination, and social media campaigns. Utilize various marketing channels (including Facebook and other social media platforms) for promotion.

Check out our guide on where you can promote your event for free.

Confirm speakers and entertainers

Identify and secure speakers, presenters, and entertainers early. This ensures you have the necessary talent to engage your audience and provide value.

Identify and contact sponsors

Reach out to potential sponsors and partners. Leverage existing networks to secure sponsorships that can significantly boost your budget and reach.

Utilise technology

Today, there is a huge range of planning tools available, covering workflow, management, marketing, and more.

Research widely and check out free trials/demos to see which systems are a good fit for your event.

Platforms like Monday or ClickUp can help with organization, and an all-in-one events solution like Eventcube can help you manage everything from registration to ticketing and analysis.

Release early-bird tickets

Offering early-bird registration can generate excitement and early interest. It also helps in initial lead generation and gauging attendee interest.

Ensure accessibility of registration forms

Make sure your registration forms are inclusive and accessible, allowing space for preferred pronouns and names. This ensures all potential attendees feel welcome.

By following these initial steps, you lay a strong foundation for a success. Advance planning, clear objectives, and detailed organization are key to managing all aspects effectively.

3-4 Months before the big day—Time to get busy!

Inforgraphic event planning

As your event date approaches, it’s time to start executing your plans and communicating with stakeholders. Here’s a checklist to guide you through this phase:

Build essential documents

  • General to-do lists – Keep everyone on track.
  • Goals, objectives, and KPIs – Ensure alignment.
  • Budget documents – Monitor expenses.
  • Design requirements – Finalize branding.

Speaker/presenter/entertainer coordination

  • Finalize topics – Ensure engaging content.
  • Collect bios and photos – Prepare promotional materials.
  • Arrange travel and accommodation – Make necessary bookings.
  • Promotional efforts – Encourage speakers to share.

Finance and administration

  • Determine registration fees – Set pricing.
  • Enable online registration – Simplify sign-ups.
  • Finalize sponsor levels and amounts – Confirm support.
  • Identify underwritten items – Track funding and accounting details.

Venue and logistics planning

  • Arrange menu and equipment – Coordinate with the venue or virtual platform.
  • Review security needs – Plan with the venue manager.
  • Assess accessibility requirements – Ensure inclusivity.
  • Communicate with staff – Share all requirements.

Follow publicity plan

  • Develop program and script – Plan event flow.
  • Create publicity materials – Articles, ads, and posts.
  • Request sponsor logos – For promotional use.
  • Produce invitations and tickets – Send to potential attendees.
  • Prepare media kit – News release, advisory, backgrounder.
  • Create event page – On your website and Facebook.
  • Enable email notifications – Keep attendees informed.
  • Develop a promo video – Share on YouTube and Facebook.
  • Register on event calendars – Increase visibility.
  • Generate buzz – Use blogs and forums and other places to post an event.
  • Determine VIPs – Send special invitations.
  • Order thematic swag  – A great way to boost your attendee's experience.

1-2 months before the event—Keep the momentum going

Infographic event planning

You’re getting there! At this stage, focus on finalizing details,  checking off specific tasks, and increasing event promotion.

Communication and reminders

  • Notify your contact list about registration.
  • Schedule email reminders and send them before, on registration closing, and on event day.
  • Pose on social media, promoting registration and participation regularly.

Speaker and sponsorship finalization

  • Reach out to speakers, to confirm travel and accommodations, request presentation copies, and remind them of key promotion dates.
  • Finalize sponsorships – confirm details, obtain promotional materials, and encourage sponsors to share the event.

Publicity plan execution

  • Press announcements – Highlight keynote speakers, celebrities, and VIPs.
  • Event news release – Post on your website and share with partners.
  • Social media marketing – Share event details to increase brand awareness.
  • Close early-bird tickets – Transition to standard pricing on your event management platform.
  • Printed materials – Finalize and proofread for any errors.

1 Week before the event—The home stretch

event planning infographic

The majority of the event details should be confirmed. Focus on final touches:

  • Committee meeting – Confirm all event details against the master plan.
  • Backup plans – Prepare for any situation with extra volunteers and resources.
  • Event script – Finalize and schedule practice sessions.
  • Brief the event team – Ensure everyone knows their roles and timelines.
  • Seating plan – Ensure accessibility and clear pathways.
  • Caterer – Provide final registration numbers.
  • Materials preparation – Print speeches, videos, and presentations.
  • Registration check – Finalize name badges and the guest list.
  • Media coordination – Confirm photo ops and interviews with presenters and VIPs.

1 Day before the event—Almost there...

Event planning infographic

Handle last-minute details to ensure everything is in place:

  • Confirm attendance with all media attendees.
  • Ensure signage is in place around the venue.
  • Stock registration and media tables with necessary items.
  • Check outlets and there's enough power sources for attendees and the event team.
  • Ensure promo items and awards are on-site.
  • Verify setup, A/V equipment, and functionality.
  • Rest well for the big day!

Event day—Your time to shine

The big day has arrived! Here’s what to remember:

  • Take time for yourself before the event starts.
  • Have all instructions, phone numbers, keys, and permits ready.
  • Ensure everyone is on track, including catering and sponsors.
  • Assist sponsors, speakers, and attendees.
  • Make everyone feel welcome and ensure a smooth experience.

Post-event analysis—8 Tips

event analysis infographic

Congratulations on completing your event! Now, it's time to assess its success and gather valuable insights for future planning. Here's how to conduct an effective analysis after the dust has settled!

1. Collect feedback from Attendees

Distribute surveys to attendees to understand their experience. Ask about what they enjoyed, what could be improved, and any suggestions for future events. Utilize platforms like SurveyMonkey or Google Forms for easy data collection.

2. Evaluate key performance indicators (KPIs)

Review the KPIs you set, such as attendance numbers, audience engagement, and revenue targets. Compare these metrics against your goals to gauge the event's success.

3. Review finances

Analyze the budget versus actual spend. Identify areas where you stayed within budget and where you overspent. This will help refine your budgeting for future events.

4. Team debrief

Hold a debriefing session with your team. Discuss what went well and what challenges you faced. Document these insights for continuous improvement.

5. Sponsor and partner feedback

Reach out to sponsors and partners for their input. Their feedback can provide a different perspective and help strengthen future collaborations.

6. Social media and publicity analysis

Monitor social media engagement and media coverage. Assess the reach and impact of your marketing efforts, and gather data on audience sentiment through comments and shares.

7. Attendee data analysis

Examine registration and attendance data to understand your audience better. Identify trends and preferences that can inform future event planning.

8. Document lessons learned

Create a detailed report summarizing all feedback, data, and insights. Highlight key takeaways and actionable steps for improvement. This document will be a valuable resource for your next event.

By thoroughly analyzing your event, you can identify strengths to build upon and areas for growth. This reflective process enhance your planning skills and ensures that each event you organize is better than the last. Happy planning!

That wraps it up...until your next event!

This detailed event planning checklist can set you up for success. With all your ducks in a row, you'll be in a great position to create some truly unforgettable experiences. Remember, drom the early stages of planning to the final evaluations, every step is essential. Fortunately, many online tools can help you optimize this process, and take some of the stress out of event planning.

Eventcube is one such tool.

eventcube software

Affordable, user-friendly, and cutting-edge, Eventcube will simplify your event planning process. Whether you’re organizing a conference, concert, or virtual seminar, it offers comprehensive tools for ticketing, memberships, and event management. From customizable ticket types and integrated marketing tools to virtual event hosting capabilities, the platform allows you to create unique experiences for your attendees. It also integrates with over 500 applications via Zapier, and offers real-time customer support to ensure the big day runs smoothly​.

And if you want the full bespoke treatment, (used with brands like Uber, TedX, and Volkswagon) reach out to learn more about Eventcube enterprise. The possibilities are truly endless!

Book a free demo today and find out why organizers are flocking to the platform.

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