✅Find, then secure the ideal location and venue
✅Determine the overall budget
✅Arrange catering
✅Manage staff
✅Organize dates and times

And these are just the high-level, top-line items — an event checklist if you will.

Planning an event requires exceptional organizational and prioritization skills … and an event checklist is a solid foundational piece.

But why is an event checklist so important? How can it be used to organize (and stay on track) for your next event? How can monday.com’s event checklist template help kickstart your next event?

These questions — and more — answered below.

P.S. Here is a related article the monday.com team wrote about how to make checklists that are actually helpful. It may serve as a nice “pre-read” to this post! 

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Why is an event checklist so important?

First and foremost, an event checklist keeps event planners and their teams organized.

Anyone who has ever planned an event before knows there is a lot (a lot!) of moving parts when it comes to pulling off an event. There are high-level, big picture considerations to keep in mind as well as meticulous details that need to be managed along the way.

Event or Project tracking template from Monday.com

When it comes to events, everything is important.

Events are like a Broadway musical — every part has to work in concert, every big and small detail needs to be hammered out, in order for the event to be a success.

An event checklist is your starting point. It’s intended to be a comprehensive overview of every step of the planning phase — from even name, dates, and location to speakers, overall marketing plan, booking, registration, and post-event follow-up.

Wait. You want me to pay for a checklist app?

Free > Paid.

We can all agree to that, right?

As sports broadcaster Lee Corso famously says, “Not so fast, my friend.”

For simple projects, a free checklist app can certainly get the job done. I mean, even a good old tech-free pencil and paper will manage for some checklists.

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3 reasons why you need checklists integrated into your Work OS

monday.com is more than a project management tool. We consider our platform to be a work operating system (aka, Work OS) – a cloud-based software platform where teams build custom workflow apps. The monday.com Work OS allows teams to plan, run, and track processes, projects, and everyday work.

Checklists serve as one tool to keep teams on track, organized, and on the same page. Here are 3 reasons why you should consider using them:

1. Save Time —“Fun” fact: You are wasting nearly 22 hours per week at work. Spending time on menial, often repeatable, tasks is a chunk of this wasted time. Checklists — especially those tied to an overall Work OS platform — mean more time doing and less timing planning to do.

2. Better integration — A stand-alone checklist app means disparate systems … which means toggling back and forth between various apps. Not efficient (see #1) and certainly not ideal for ensuring all team members are on the same page.

checking off a list

3. Better communication — Poor communication in the workplace creates confusion, causes stress, and leads to all sorts of issues in completing projects on time. Oh, and it also is costly. According to the “Cost of Poor Communications” survey of 400 companies with 100,000 employees each, the average company loses $62.4 million per year “because of inadequate communication to and between employees.” Yikes.

Note: monday.com’s Work OS platform saves time, offers a full suite of integrations, and ensures better communication. A true win win win.

Stop reinventing the (event checklist) wheel. Use a monday.com template.

Jocelyn Pascual is the Corporate Marketing Manager at Skin Perfect Medical Aesthetics and a monday.com customer.

As she shared in her monday.com story, Jocelyn took a monday.com event template and customized it to fit her specific use-case.

The template literally saves her hours of unnecessary time recreating the first stages of event planning. Additionally, there is less concern about missing steps.

In Joycelyn’s own words:

“Without this template, I’d keep reinventing the wheel where it isn’t needed every time our bi-annual event rolls around! Planning alone can take hours, and using this template eliminates that first stage of event-planning. I can’t tell you how many times we’ve remembered small details at the very last minute, adding panic and stress just days before an event. Now with this template, we can run through all the stages of event planning without worrying that we might have missed something.”

Grab a copy of Joycelyn’s event template now.

You can also grab a copy of this event schedule template:

marketing strategy event planning template monday.com

The monday.com event schedule template means less worrying and more doing … less creating the same, repeatable plan over (and over and over) and more working on the actual event!

This template serves as your one-stop-shop, complete checklist — from initial ideation and concept planning to the effective management of every detail of your event: budget, venue, food and drink, promotion, event schedule, and more.

With this template (or any monday.com template for that matter), responsibilities for every task and decision can be assigned in seconds. Visually prioritize everything using the timeline and date columns and communicate in context … all from a single source of truth.

Win. Win. Win.

See for yourself. Get started by signing up for monday.com now.

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