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Event Checklist

Check this list for your event, adapt it to the size and speciality of your own event.

Here is a sample checklist for a very big, formal event; you can adapt it to yours.

ADVANCE PLANNING

  • Audience identified
  • Goal defined
  • Date selected, taking note of
  • Time sensitivity
  • Religious and national holidays
  • Other events - ours and others
  • Availability of speakers / entertainment


Budget for event decided?


Venue decided

  • Main event room
  • Refreshments room
  • Prayer room
  • Break away room


Public address / AV equipment / engineer available?
Programme established
Suggested guest list drawn up & approved
Hotel / accommodation reserved if required


Catering

  • Type of catering/refreshments decided
  • Caterers and menus identified
  • Dietary requirements identified and caterers booked:
  • Halal
  • Kosher
  • Vegetarian / Vegan
  • Allergies e.g. nuts


SPEAKERS

  • Expenses set
  • Biographies and photographs received
  • Accommodation arranged
  • Transport arranged


INVITATIONS AND SEATING

  • Invitation drafted, approved, printed or written, n.b.
  • Date
  • Time
  • Venue
  • Dietary requirements
  • Publicity drafted, printed, sent out if required
  • Tickets printed if required.
  • Final guest list prepared.
  • Invitations addressed and mailed (six weeks ahead of date for major functions).
  • Acceptances and regrets received and recorded.
  • Final Guest list prepared
  • Table arrangements for meals planned.
  • Seating at tables planned and approved
  • Place cards prepared.
  • Completed lists / numbers confirmed with venue and caterers.


HOUSING

  • List of available accommodations sent to those making their own arrangements.
  • Rooms assigned to invited guests.
  • Hotels, motels, and other accommodations notified about special handling of accounts.


TRANSPORTATION

  • Decide what is required
  • Book
  • Inform necessary people
  • Confirm booking just before event


GENERAL OPERATIONS

  • General plan of events drafted, approved, photocopied and distributed (well in advance) to all involved.
  • Final check made, in person or by telephone with all concerned.


DIGNITARIES

  • Itinerary drawn up and distributed to those who use it.
  • Exact time of arrival and location determined?
  • Guests briefed on itinerary, following arrival.


SECURITY

  • Police contacted or security staff informed.
  • Details of operations plan explained.
  • Responsibilities assigned.
  • Security check of venue arranged if necessary.

RECEPTION AND MEALS

  • Menus printed; placed on tables.
  • Time arranged for reception and time of meal to follow
  • Receiving line arranged:

 

  • Where to form
  • Who
  • Someone to check names
  • How refreshments are to be served decided and set up.
  • Flowers arranged for reception and dinner
  • Seating list distributed.
  • Signal to leave reception arranged.
  • Placecards put on tables; extra cards and ink available for last-minute changes.
  • Public address / AV equipment set up; engineer on hand.

All tables checked for:

  • proper place setting
  • space
  • place cards and proper seating
  • menus
  • table number placed

 

  • Music or special entertainment provided.
  • Staff and administrative personnel notified of any special duties.
  • Person who will be communications liaison with food services established.
  • Coat checking available at all necessary locations.
  • Gift procedure planned, if any decision made about where and how gift to be presented, wrapped, boxed, or otherwise; delivered to proper place; guest book available.
  • Personnel to meet visitors at specified times and places.


PRINTING

  • Invites / publicity / tickets
  • Menus
  • Place cards
  • Programme

MISC

  • Rain or poor weather plans made
  • Signs
  • Identification badges
  • Pads and pencils
  • Cash box
  • Books / promotional literature
  • People to be responsible for table
  • Parking facilities.
  • First aid
  • Press releases sent out
  • Photographer booked
  • Taping/film arrangements made
  • Press conference or interview set up before or after event, if appropriate


EVALUATION

  • Financial accounting completed
  • Report compiled
  • Thank you notes sent
  • Attendance recorded
  • Errors reviewed in writing
  • Recommendations made on how next event can be improved