Corporate Event Planning Checklist


1. Pre-Planning Stage

  • Define the Purpose and Objectives:
    • Is the event purely celebratory, or will it include employee recognition, networking, or fundraising?
  • Set the Budget:
    • Allocate funds for venue, entertainment, catering, decorations, and miscellaneous expenses.
    • Reserve a contingency budget for unexpected costs.
  • Create a Timeline:
    • Establish deadlines for key milestones (venue booking, sending invitations, finalizing talent, etc.).

2. Venue Selection

  • Research and Book the Venue:
    • Consider factors like location, capacity, parking, accessibility, and ambiance.
    • Decide if the venue provides catering or allows external vendors.
    • Book early, as holiday venues fill quickly.
  • Venue-Specific Questions:
    • What is the maximum capacity?
    • Is there AV equipment available (microphones, screens, projectors)?
    • Are tables, chairs, and linens included?
    • What are the available dates, and what is the cancellation policy?
    • Is there a designated area for entertainment or performances?
  • Site Visit Checklist:
    • Check acoustics and lighting.
    • Confirm layout options for dinner, entertainment, and mingling spaces.
    • Inspect parking availability and coat-check facilities.

3. Booking Entertainment

  • Choose the Right Talent:
    • DJ/Band: Energize the event with music.
    • Photographer/Videographer: Capture memories.
    • Variety Entertainer (like Seetha!): Provide engaging, interactive entertainment.
  • Questions to Ask the Entertainment:
    • What is their performance experience with corporate events?
    • Can they customize their set to match the audience's preferences?
    • Do they provide all required equipment (microphones, props, sound systems)?
    • What are their setup and takedown requirements?
    • What is their cancellation/rescheduling policy?

4. Catering and Menu Planning

  • Decide Catering Style:
    • Buffet, plated meals, or food stations.
    • Include dietary options (vegetarian, gluten-free, etc.).
  • Catering-Specific Questions:
    • Can they provide a sample menu?
    • Are waitstaff and bartenders included in the package?
    • Do they handle cleanup?
    • What are their liquor license requirements, and do they provide bar services?

5. Event Theme and Décor

  • Choose a Theme:
    • Examples: Winter Wonderland, Festive Fiesta, Retro Glam, or Cozy Cabin.
  • Decorations Checklist:
    • Table centerpieces, lighting, photo booth props, and branded décor.
    • Confirm setup and takedown times with the venue.

6. Invitations and RSVPs

  • Send Out Invitations:
    • Use digital tools or printed invites.
    • Include RSVP deadline and links for dietary preferences.
  • RSVP Questions:
    • Include guest count, meal preferences, and accessibility needs.

7. Event Day Logistics

  • Create a Detailed Event Schedule:
    • Include arrival times for vendors, sound checks, dinner service, speeches, and performances.
  • Coordinate Vendor Arrivals:
    • Assign a point of contact for each vendor.
    • Confirm arrival times and logistics (loading docks, power supply).

8. During the Event

  • Oversee Execution:
    • Check on vendor performance and attendee engagement.
    • Handle any on-the-spot issues or delays.

9. Post-Event Wrap-Up

  • Follow-Up Tasks:
    • Collect feedback from employees.
    • Send thank-you notes to vendors and performers.
    • Review budget and finalize payments.

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Corporate Event Planning Task List

Pre-Event Tasks: Research venues and entertainment options. Send out save-the-date notices to employees. Confirm dietary restrictions with the caterer. Finalize the guest list. Two Weeks Before: Confirm all vendor contracts and logistics. Conduct a final walkthrough of the venue. Test AV equipment. One Day Before: Check on vendor arrival times and ensure setup is on track. Prepare welcome packets or programs for attendees. Double-check all items on the checklist for completion. Event Day:...