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Business Event Quick-Start Checklist

A company event still needs hospitality - it simply starts with different goals.

1. Define the goal

Complete this sentence: “We are hosting this event because ______.”

  • Recognize employees
  • Thank clients
  • Celebrate a milestone
  • Strengthen relationships
  • Launch something
  • Engage the community
  • Educate
  • Support culture

2. Define the audience

  • Employees
  • Families
  • Clients
  • Prospects
  • Community
  • Vendors
  • Leadership/VIP
  • Mixed audience

3. Build the budget

  • Venue
  • Food
  • AV
  • Entertainment
  • Signage
  • Décor
  • Photography
  • Gifts / recognition
  • Transportation
  • Staffing
  • Printing
  • Promotional items
  • Contingency

4. Evaluate the venue

  • Location
  • Parking
  • Accessibility
  • Capacity
  • Wi-Fi
  • AV
  • Climate control
  • Restrooms
  • Food
  • Setup
  • Branding restrictions

5. Plan the flow

  • Arrival
  • Check-in
  • Welcome
  • Food/beverage
  • Program
  • Recognition
  • Networking/activity
  • Closing
  • Departure

The Details Guests Feel

Guests notice parking, registration, sound, whether they can talk, food access and whether they know what happens next. Professional does not have to mean impersonal.

6. Assign ownership

  • Registration
  • Venue
  • AV
  • Catering
  • Speakers
  • Gifts/awards
  • Photography
  • VIPs
  • Timing
  • Problem-solving
  • Cleanup

Did You Think of This?

Who can make a small decision if plans change? Give the event lead authority within agreed limits.

7. Plan follow-up

  • Thank-yous
  • Photos
  • Survey
  • Sales follow-up
  • Employee communications
  • Recognition recap
  • Social content
  • Vendor closeout
  • Budget reconciliation

Did You Think of This?

Want the printable version? We’ll email the free Business Event Quick-Start Checklist directly to your inbox so you have it when you’re ready to plan.

FREE STARTER VERSION only; do not duplicate a paid system page.

Want the entire event organized in one place?

Choose the Thoughtfully Planned Planning System for your event.

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Personalized Planning Help

Already own the Business Event Planning System and want help reviewing the event plan or run of show? Explore Personalized Planning Help with Kim.

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