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After assembling the event planing team, we develop a written Event Plan that outlines the following:

  1. Project
    • type of event and purpose
    theme
    date & time (prioritized options)
    venue type
    venue
    (prioritized options)

  2. Background
    annual or one-time event
    similar events in past
       - number of attendees
       - what you learned from event

  3. Event Goal
    broadly stated, what do you wish to achieve

  4. Event Objectives
    concrete measureable objectives from event

  5. Event Audience
    targeted invitees
    number of invitees
    number of guests expected
    characteristics of guests
    guests knowledge about host organization or event cause
    where are guests traveling from

  6. Event Specifics
    scheduling and look of event day (a clear "vision" of ideal event)
    determine MC, speakers, keynoter, presenters, facilitators    (honoraria, fees, expenses refer to budget)
    location considerations (hospitality suites, rooms/capacity, parking, lighting,    electrical supply, additional insurance, security, event registration staff...)
    determine vendors (catering, florists, A/V, printing, entertainment,...)
    review contracts and cancellation terms
    special licenses or permits(alcohol, copyrighted material, traffic control,...)

  7. Promotion/Advertising
    public and media relations activities (press releases, PSAs)
    sponsorship packaging and outreach
    promotion timeline (save the dates, letters, flyers, invitations, internet,...)

  8. Budget
    financial goal=break-even or profit (or fundraising)
    how much will host spend on event
    expenses (venue, catering, contracts, equipment, advertising, honoraria,...)
    event revenue (ticket sales, donations, journal ads, sponsorships,...)


  9. Evaluation
    determine evaluation methods
    design written evaluation forms (if required)
    scheduling for attendees to complete and submit written forms

    post-event committee debriefing meeting
       - number in attendance
       - financial outcome
       - goals and objectives accomplished
       - attendees comments (and if written, evaluation form report analysis)

       - document lessons learned (positive and negative)

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