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How to Plan an Event: Event Planning Steps, Tips & Checklist

Because while you may have the vision for the final product, you’re going to be stretched a little thin if you’re expected to focus on everything when planning an event. Plus, something like say, digital marketing might not exactly be your forté. If the above is too much to digest immediately, you could start with our event plan template and watch one of our planning experts. Jennifer Bridges, PMP, has years of experience and uses it to teach you the fundamentals of event planning in this short video. The event producer fleshes out the strategic plan of the event planner. They are the one who takes the idea and turns it into a living event.

It’s critical to deliver safe events for your attendees as the world gradually moves back to in-person events. Follow the latest COVID-19 regulations and local guidelines and use online check-ins to maintain social distancing during events. The importance of good event management becomes critical in a digital environment where delegates demand personalized and mobile-first experiences. She’s the founder of Event Planning Blueprint whose planned events for Hollywood celebrities, large national festivals, and global brands. She also gained invaluable experience at world-renowned Strategic Coach, where she worked with high-income entrepreneurs to help them achieve greater success in their business. Before you jump ahead and pick an event venue, it’s important to take time to create a plan so you plan an event properly.

Does it make more sense for your event to target people in a specific region? According to the SEM Post, nearly one-third of all searches are location-based queries! For city- and state-specific community events, local SEO is where you’ll most likely get the most bang for your buck. No matter whether it’s an SEO, local SEO, or SEM focus that makes the most sense for your event, you won’t get anywhere without a solid foundation of keyword research. Well it won’t matter if you don’t optimize your strategy to help your content surface.

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In a crowded space, an event’s brand elements – from the logo design to the tagline – should be striking, memorable, and encapsulate the event’s essence. It gives brands the bandwidth to foresee challenges, modify strategies, and refine details, ensuring that the event stands out in the crowded business  landscape. But the farther back you push your planning means you have to allow more flexibility for change in the process.

Besides proving you’re dedicated to further your education in the field, these credentials show that respected institutions can vouch for your abilities (and your business). Once you have your EIN, you can open a business checking account, apply for a loan, and separate your personal and business finances. Before you find your first clients, you need to register your business entity with state and local authorities. Also, you’ll need to pick a type of business structure such as sole proprietorship, limited liability company (LLC), or corporation. Event planning is the most important aspect of managing an event.

While we make every effort to ensure that facts stated are correct at the time of publication, we do not accept any responsibility for keeping this information up to date. Any views expressed in this article are those of the author and do not necessarily represent those of Pay.com. We won’t get into these more advanced concepts for this beginner guide, but make sure to revisit these categories before you’re officially open for business. There are lots more options to choose from, but these serve as a great jumping off point. However, if you aren’t able to acquire one right now, you can still get your business off the ground without it. Certifications are fantastic ways to add credibility to your business, regardless of your experience level.

Let’s take a look at some of the more common event-planning roles and define them. Streamline your communications and enhance the attendee experience with an event app. A mobile app, like the one you can create with Guidebook, enables attendees to access schedules, build a custom agenda, interact with other attendees, and more. A mobile app is a valuable tool in fostering an engaging, informed environment – whether virtually or in person. Will there be an extra day or evening planned just for your sponsors? Will there be a single “track” of workshops and talks, or will attendees have the choice to choose between multiple sessions at a given time? As you answer these preliminary questions, you can begin to build a high-level view of your event program.

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