As an event planner, I am often asked to help plan and execute an event. The most successful business events involve careful planning and a clear understanding of your goals and objectives. For those of you who would like to run your own, here are 10 steps to help you create your successful business event.
1. Create a solid organizing team:
- People who can commit
- People who can complete tasks
- People who can work in a team environment
- People who can take direction
- People who can work hard and have fun!
You need to have a solid, competent team, in order to be able to deliver a successful event.
2. Prepare a Budget:
When making a budget, look at the money you’ll spend (expenses) and the money you need to bring in (income) from the event. A successful event will always cover your expenses.
Expenses:
- Venue,
- Catering,
- Promotion,
- Materials,
- Presenters (if they charge),
- Technical Assistance,
- Decor and miscellaneous items
Income:
- Ticket Sales,
- Sponsorships,
- Raffle Prizes,
- In-kind Contributions
You cannot begin to plan an event without a budget. Often clients will call me and say “I’d like to have a one-day seminar”. My response is always “What’s your budget”? I have had people say, “oh I don’t have a budget, I plan on using the money from ticket sales to pay for the event”. WRONG!!!!!!
3. Create an Agenda & Theme
Deciding how to allocate time during the event is one of the key steps of planning a successful event. When planning the agenda, keep in mind the event objectives and your target audience.
Make sure you allow sufficient time for every step of the event, including breaks and meals. For example, if you have to move from one building to another, you need to allocate enough time on the agenda to accommodate that.
4. Set the Date
There is more than goes into setting the date than just picking a date arbitrarily. Things to think about:
- Time of year – Planning a business event 2 weeks before Christmas will likely result in poor attendance
- Is there another large event taking place at the same time or on the same day?
- Choose a time that works for the target audience is almost as important as the date.
5. Event Organization
Much thought needs to go into this. You will want to ensure you allocate enough time to address the following:
Site Selection:
- Venue
- Get proposals
- Negotiate contract
- Sign contract
Vendor Selection:
- Technology (audio, video, lighting)
- Decor
- Staging
- Photography
- Entertainment
- Speakers
Venue Management
- Event Set-Up
- Registration
- Food & Beverage
6. Promoting the event
You won’t have a successful event without participants. Here are a few ways to secure adequate attendance:
- Invitations,
- Face-to-Face,
- Phone,
- E-mail,
- Post,
- Newspaper,
- Posters,
- Flyers,
- Media,
- Press Releases,
- Radio Shows,
- Word of mouth, and,
- Social Media (Facebook, Twitter, Linked-in etc).
7. Staffing for the Event
To run a great event, you need good people. Members from your organizing team will obviously help, however, you still need others to facilitate other aspects of the event. Volunteers are good, however, they are not always reliable. Getting a strong commitment is important, but remember – people get sick, things happen, circumstances change, so it’s critical to have more volunteers than you really need to ensure you have good coverage for all areas in the event.
8. Logistics/Critical Path
This is what makes the event happen. The step by step process for the event day, with times and responsibilities. Categories you need to ensure you have covered off: Agenda, Venue, Speakers, Facilitators, Props, Materials, Meals, Attendance, Registration, Transportation (if applicable), Accommodations (if applicable), documenting the event, a go-to person and contact numbers for everyone involved. You will want to create an evaluation/comment sheet to hand out to the participants.
9. Day of Event Plan Requirements
Arrive 2 hours before event. Wear comfortable shoes. Bring a change of clothes. Ensure you have final copies of all planning documents (most event planners carry a binder with everything from the moment you started to plan the event, right up to the event). Script agenda for the podium/MC, volunteer list and their duties, signage, sound checks, registration area and guest list are some of the many things you will need to look after. Having a tool-kit (with accessories, tape, pens, rulers, highlights, badges, calculator, band-aids etc.) is also a good idea. You will want a blue-print for decor and a radio or phone for people to contact you. Ensure the venue manager knows who you are for any issues that may arise. Always carry snacks and water, in case they aren’t available right away.
10. Its a Wrap!
- Thank all your volunteers, speakers, vendors, caterer/kitchen staff and the facility team.
- Evaluations – You will want someone to collect them and be responsible for them.
- Tear down – You will want staff, volunteers to help you return items to the vendors and facility.
- Date for post-mortem – this is 3-4 days after your event has taken place. You will want to talk about lessons learned, what went well and what could be improved for next time.
- Give yourself a pat on the back, relax and put your tired feet up!
- Day after event – all thank you notes and letters go out!
These are the items that go into planning and executing a successful event. Some of you might look at this list and decide you don’t want to tackle it yourself and if that is the case, ask for help! Event planners do this kind of work every day and we love what we do. If you do decide to plan one yourself, please let me know how it goes! I love getting feedback. And, don’t forget to leave a link back to your own blog via the commentluv feature here on my site.
Until next time,
Kathy
Tags: business events, event planner Newmarket, event planner York Region, expert planner Newmarket, expert planner York Region, how to organize events, how to plan an event, organizing an event, planning a business event, successful events
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