Free Download: Sample Event Planner Checklist [6 Month Timeline]
Event planners are a bit like jugglers—they have to stay on top of multiple tasks without dropping the ball! And of course, event planners (like jugglers) have to do this with a smile on their face. This would be impossible without their signature organization skills—you won’t see them frantically racing around to get everything done at the last minute!
Checklists are one of the simplest (and best!) tools to help a busy event planner stay on track. For every event, there will have dozens (maybe even hundreds) of tasks that need to be accomplished. To ensure nothing is overlooked, each task will need accounted for, no matter how insignificant it seems.
Below, we’ve put together a sample event planning checklist. You’ll find tasks with execution times and detailed subtasks. For example, instead of simply listing “pick up the cake” you would note the task as follows: “Pick up the cake from Cake My Day on May 20th at 11am” Click below to download the checklist!
Keep in mind that this is a general guideline to help you put together an event planning checklist. You will need to tailor each checklist to your event planning business and the specific events you plan. Use your checklist as a way to keep track of all the event customizations you’re doing for your client. Although it can be time-consuming to create a specialized checklist, the rewards are many. You’ll have peace of mind because you’ve met all your deadlines, stayed on top of every little detail, and didn’t have to scramble at the last minute!