event management planning guide template

Create a Solid Event BudgetĬreating an event budget is critical. We went into much more detail on this subject in our recent article: How to Set Virtual Event Objectives (Plus 41 Event Metrics to Track). A more specific goal would be: Generate 250 new signups by the end of the third quarter of 2021. Setting an event goal of generating leads is too vague. Your goals should also be specific and measurable. What do you hope your attendees/sponsors get out of the event?.What do you hope to get out of the event?.Why are you (or your client) hosting this event?.Goals and objectives also help you define your key metrics and benchmarks to measure performance.ĭefining event goals starts with a discovery process. Goals form the foundation of your event strategy and guide your planning. ROI-driven events start with setting the right goals and objectives. The event’s over, and you deem it a success.īut was it really a success? How do you know? Are you able to quantify your success? What does event success mean to you? What does it mean to your clients?Īnswering these questions is essential to determining whether or not your event was successful and how you can improve for the next one. Set ROI-Driven Event Goals and Objectives This article will provide an overview of these five main stages and link to more resources where you can dive deeper into more instruction. We’re calling this the “event management process. Whether in-person, virtual, or hybrid, every event goes through five stages of planning. Event Management Process: The Five Stages of Event Planning We split up this high-level framework into five stages to give you a starting-off point to execute your detailed plan. In this article, we will give you the event planning “big picture” and help you envision the event management process from a higher vantage point.

With so many details to manage, it’s challenging to stay organized and on track. You’ve got a lot to prove and a fixed timeline to do it.Įvent planning can be intense, especially for large-scale performance-driven events. Prove ROI, impress stakeholders, delight sponsors-the stakes are high for event planners.

Event management planning guide template