Change Conversations blog

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Top 10 Things to Remember for Event Planning

By Pat Heffernan on 8/17/15 10:00 AM



Planning an event can be a daunting effort. Any missteps can have critical repercussions for your mission and your brand down the line, so it is important to develop a strategic checklist while you are in your planning phase, and then refine the details later. As the expression goes, you want to have your "ducks in a row" before you begin any active preparations.

I’ve developed a top 10 list of the most important items to remember when planning an event. These things will help ensure your event runs smoothly and will lessen the chance of your hitting any pitfalls along the way.

1. The purpose of your event

Why are you holding an event? You’d be surprised how many people think an event is a wonderful idea but when pressed on what the purpose of the event is, or its overall goal, they are unable to clearly articulate its objective. You want to make certain there is a clear mission and business reason to hold an event — a celebration for a new facility, a fundraising event with a clear financial goal behind it, a new product launch to share with customers — lacking a defined objective, your event can be a costly effort without the power to attract attendees or further your mission.

2. Who are you inviting? (or know your target audience)

Depending on the type of event you are holding and your business, you’ll want to carefully consider who should be invited to your event. Is this something that the general public would enjoy? Is this something that is only appropriate for select members of your target audience such as business customers or donors? Defining your target audience specifically for your event is one of the keys to a good turnout.

3. Getting the word out

U.S. Troops Surrounded by Holiday Mail During WWII

These days people are inundated with social media, email and snail mail alike, but the fact remains that most people report they prefer to receive communications by email. Do you have a reliable email database that you can use for invitations? If you are nonprofit organization or small business, do you have an account set up with online email service company such as Constant Contact or MailChimp that allows you to send bulk email without violating any CAN-SPAM laws?

If your event is more general in nature and does not require invitations, you can select other tried-and-true options to spread that word such as:

  • Newspaper event advertisements, both print and online
  • Calendar announcements, both print and online
  • News advisory, with follow ups with specific reporters, and
  • Posters distributed to businesses and displayed on community bulletin boards
  • Social media posts with event details scheduled over time to build interest.

4. Overall logistics (from signage and parking to food)

These may seem like the small things but they can escalate into large issues if not taken care of properly. Traffic flow and parking all contribute to the safety of your attendees and clear signage can help ensure that everyone knows where to go.

Food. Will you serve it? How much? What kind? Hot? Cold? Appetizers or full meal? The answer to this question is often dictated by two things — the number of people you are inviting and your budget. Catered food can be pricey on a per person basis and the last thing you want is to run out of food at your event. Then again, caterers have the equipment and know-how to handle food safely and satisfy the tastes of a crowd. Always plan for more than enough food, but it may be better to go for more snack type foods than entrees to ensure you don’t run out and can stay within your budget.

5. Engaging your attendees at your event

You have your guests, food, signs, event purpose — but now what? How do you keep your people engaged at your event? Depending on the objective of your event you have many options. Here are a few:

  • Arrange for a high-profile speaker: This could be a well-known personality, government or community leader, or “cheerleader” of your brand or organization
  • Offer tours of your facility if it has special features such as art, energy efficiency, or sustainability
  • Organize games for kids and adults
  • Supplemental online events via social media: Twitter chat, Instagram stream, Facebook contest

6. Giveaways

Providing your event attendees with some kind of giveaway is a nice way to thank them for supporting you at your event. Depending on your company or organization, you might be able to give away an existing product you already have or seek sponsors for giveaways so you don't have to spend additional funds on promotional items for one-time use. But don't let keeping costs down lead you astray — what you give away reflects on your organization. (It's better for mission-driven businesses to give away nothing than to use promotional items in conflict with your values and principles.)

7. Be prepared for tough questions and the media (a.k.a. public relations 101)


At any event you may receive questions from your attendees and even the media if they show up at your event. It’s best to try to anticipate what some of these questions might be and prepare answers in advance so you’re not caught off guard. Don’t just think of the warm and fuzzy questions people might want to know about, consider the tough questions. These usually include subjects such as budgets and funding, why certain people have or have not been invited to your event and the history of your company or organization (and any bumps or brouhahas that have affected it along the way). If the media does attend your event, always consider what story you would like to see as a result of your event and answer questions accordingly. (This checklist assumes media coverage is not the primary purpose of your event. Newsworthy events are the subject of another blog post.)

8. Staffing for the event

Any event needs to be properly staffed so it’s imperative that you have your staff on board for the occasion. Make a schedule that everyone is comfortable with and accommodates your team members’ personal lives (particularly if your event is on a weekend). The worst way to start is to have an event staffed by unhappy employees.

9. Document your event

Keeping a history of your events is good for many reasons. Sharing your event via your website is a great way to show community interaction and another side to your company or organization. This requires photos but doesn’t necessarily mean hiring a professional photographer. If your budget allows for it, great. If not, talk to your employees and find out if anyone enjoys photography as a hobby or has a natural inclination for taking great photos. Ask that person if they’d be willing to take some shots of the event. Just remember, if you intend to use photos with identifiable people in it, you’ll need to get photo releases. Also, capturing quotes from attendees is another great way to document the success of an event. These quotes can be used, again with permission, on your website and in future marketing materials, if applicable.

10. Debrief and review

Always debrief and review with your team after the event. Find out what worked and what didn’t in your event planning so you can improve for your next event!


Editor's Note: This post was originally published in November 2011 and has been revamped and updated for accuracy and comprehensiveness.

Featured photo credit: Ducks in a row, via flickr, modified. Some rights reserved by John Morgan.



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