![\"Event](\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2021\/05\/c5f3c41c-4f5a-4cbb-96d9-44e6f776015e_3_monitor.png\" "\\"Event")
<\/figure>\r\n\r\n\r\n\r\n\r\n\r\nYou may be wondering: do you need a specialized degree, educational background, or specific qualifications to be an event planner?<\/p>\r\n\r\n\r\n\r\n
The answer to this question varies based on what kind of events you plan to manage.<\/p>\r\n\r\n\r\n\r\n
A hospitality degree will be necessary for most corporate or governmental event planning positions, but educational backgrounds in PR, communications, or an equivalent are also suitable.<\/p>\r\n\r\n\r\n\r\n
And for specialized event planning like wedding planning, certain associations offer courses and qualifications to become a certified planner in that industry.<\/p>\r\n\r\n\r\n\r\n
With that in mind, let\u2019s take a deeper look into the typical format of event planning strategy, which applies to all industries across the space.<\/p>\r\n
Get started with monday.com<\/a><\/p>\r\n\r\n\r\n\r\n In theory, it shouldn\u2019t matter if it\u2019s a wedding, sweet 16 party, corporate retreat<\/a>, or Gatsby-level ball. A good event planner will have a reliable workflow and set of processes to ensure a successful event every time.<\/p>\r\n\r\n\r\n\r\n Typically that event planning process looks like this:<\/p>\r\n\r\n\r\n\r\n 1. Planning\/Research<\/strong><\/p>\r\n\r\n\r\n\r\n Based on the client\u2019s brief, the planner will take to the internet and their trusted network of venues, vendors, and suppliers to suggest a budget and structure for the event.<\/p>\r\n\r\n\r\n\r\n It may involve making calls, placing holding deposits for venues, and going back-and-forth with the client to understand their goals better.<\/p>\r\n\r\n\r\n\r\n 2. Design<\/strong><\/p>\r\n\r\n\r\n\r\n With the preliminary research complete, the planner must submit a finalized proposal for the event to the client, with all vendors and suppliers selected and the structure of the day outlined for approval.<\/p>\r\n\r\n\r\n\r\n 3. Operations<\/strong><\/p>\r\n\r\n\r\n\r\n This stage is where the logistical skills of the planner will be put to use.<\/p>\r\n\r\n\r\n\r\n Planners will need to arrange for all involved parties to coordinate their schedules and get any necessary equipment ready for the day of the event. They will also need to carry out any safety checks that are required.<\/p>\r\n\r\n\r\n\r\n This is also where planners should confirm with event stakeholders that all appropriate permissions have been granted.<\/p>\r\n\r\n\r\n\r\n 4. Execution<\/strong><\/p>\r\n\r\n\r\n\r\n Then, it\u2019s go\u00a0time. Planners are typically on-site on event day to manage vendors, venue hosts, and general event coordination.<\/p>\r\n\r\n\r\n\r\n They should also have contingency plans<\/a>\u00a0ready to execute in case something goes wrong or an emergency occurs.<\/p>\r\n\r\n\r\n\r\n 5. Evaluation<\/strong><\/p>\r\n\r\n\r\n\r\n A great event planner will compare the event\u2019s effectiveness to the proposals drafted in the planning and research phase to understand what they got right and how they can improve for the next event.<\/p>\r\n\r\n\r\n\r\n It\u2019s also a good opportunity to assess the quality and reliability of selected venues and vendors.<\/p>\r\n\r\n\r\n\r\n What if you could offload all the administrative, communicative, and downright tedious work of event planning to specialized software solutions?<\/p>\r\n\r\n\r\n\r\n It certainly won\u2019t do everything for you, but having a central hub to direct your workflow, act as a communication center, document storage solution, and even an event registration management system would be a great help.<\/p>\r\n\r\n\r\n\r\n And that\u2019s exactly why many event planners turn to project management software to conduct event planning tasks.<\/p>\r\n\r\n\r\n\r\n While not specifically designed for event planning, many PM software solutions are configurable to any workflow thanks to endless customizations and flexible templates.<\/p>\r\n\r\n\r\n\r\n Managing events using software<\/a>\u00a0can create new efficiencies in an event planner\u2019s day-to-day work, as features like automations and integrations can shoulder some of the administrative burdens.<\/p>\r\n<\/blockquote>\r\n\r\n\r\n\r\n Get started<\/a><\/p>\r\n\r\n\r\n\r\n Here are just a few of the hidden benefits of using project management software as an event planning tool.<\/p>\r\n\r\n\r\n\r\n Greater organization<\/strong><\/p>\r\n\r\n\r\n\r\n Instead of your event plan and all supporting materials being distributed across different platforms like Microsoft Word, Google Docs, and even physical notepads, project management software centralizes it all in one place.<\/p>\r\n\r\n\r\n\r\n This allows planners to bring a new level of organization to their work, as they can view the broader scale of an event in a single glance and zoom in on the particulars in one digital workspace.<\/p>\r\n\r\n\r\n\r\n Collaboration tools<\/strong><\/p>\r\n\r\n\r\n\r\n Project management software is built to connect companies, departments, and individual team members together so they can coordinate effectively \u2014 even when working remotely.<\/p>\r\n\r\n\r\n\r\nAs an event planner, you can use a project management space to align the countless third parties of an event, from the venue owner down to the individual event attendees, to make sure everyone\u2019s on the same page.<\/span><\/a>\r\n\r\n\r\n\r\n Timeline management<\/strong><\/p>\r\n\r\n\r\n\r\n An event is essentially a series of well-timed and regulated micro-events.<\/p>\r\n\r\n\r\n\r\n For example, in a wedding, the structure is bride\/groom prep, ceremony, pictures, first dance, speeches, dinner, and cake cutting.<\/p>\r\n\r\n\r\n\r\n As each event \u2014 even weddings \u2014 are structured differently, it\u2019s incredibly valuable for a planner to have a timeline visualization tool. PM platforms have this feature and allow planners to edit on the fly to ensure a smooth event structure.<\/p>\r\n\r\n\r\n\r\n As you probably understand right now, an event planner with a capable project management tool is always going to have a competitive edge over those without one.<\/p>\r\n\r\n\r\n\r\n But even within these tools, some features and functionalities can make event planning easier, more efficient, and more effective.<\/p>\r\n\r\n\r\n\r\n Here are a few of the features to look out for in your event planning software tool that will achieve exactly that.<\/p>\r\n\r\n\r\n\r\n The quality of an event will always be primarily evaluated by its attendants.<\/p>\r\n\r\n\r\n\r\n Nailing the event registration process is a great way to ensure glowing reviews.<\/p>\r\n\r\n\r\n\r\n It\u2019s also an opportunity to collect feedback and data from guests with which you can run better and more effective events in the future and develop a list of people to market your next event toward.<\/p>\r\n\r\n\r\n\r\n Ensure your event planning software allows you to design and distribute guest registration forms, where the data gathered can be collated and stored in the platform for later analysis.<\/p>\r\n\r\n\r\n\r\n monday.com: customizable forms<\/strong><\/p>\r\n\r\n\r\n\r\n The monday.com Work OS might be the perfect event planning digital workstation.<\/p>\r\n\r\n\r\n\r\n With it, you can create and share customizable forms in minutes to easily record attendance, distribute surveys, and track breakout sessions to get the full picture both before and after each event.<\/p>\r\n\r\n\r\n\r\n Plug the data back into smart dashboards to get a quick visual overview of event performance and create benchmarks for future show-stopping events.<\/p>\r\n\r\n\r\n\r\n Being a people person is definitely up there as one of the top skills of an event planner.<\/p>\r\n\r\n\r\n\r\n The number of people you have to deal with, from industry professionals to entertainers, corporate clients to drunken guests, may be a little overwhelming when undertaken from your phone.<\/p>\r\n\r\n\r\n\r\n So, switch your phone to silent and connect everyone to a central hub where you can design intricate event workflows, share designs and important files and documents with your clients, coordinate vendors, and much more.<\/p>\r\n\r\n\r\n\r\n If the software is flexible enough, you should be able to design an event management system that complements your exact preferences when bringing life to events.<\/p>\r\n\r\n\r\n\r\n monday.com: flexible workflow design<\/strong><\/p>\r\n\r\n\r\n\r\n Connect between design, operations, sales, and every other event stakeholder imaginable in a centralized workflow.<\/p>\r\n\r\n\r\n\r\n Whether you\u2019re planning a breakfast meeting or a conference, rest assured that everything will run smoothly on the big day.<\/p>\r\n\r\n\r\n\r\n In monday.com, connecting vendors with clients, venue owners with vendors, and yourself with everyone involved is as easy as dragging and dropping.<\/p>\r\n\r\n\r\n\r\n Now that event day is upon you, it\u2019s time to put your feet up and congratulate yourself on a job well done, right?<\/p>\r\n\r\n\r\n\r\n Well, not quite yet.<\/p>\r\n\r\n\r\n\r\n When done manually, the day of the event will probably be your most stressful day.<\/p>\r\n\r\n\r\n\r\n You need to welcome guests appropriately, coordinate any speaker or entertainment phases, monitor events for emergencies and changes, and do it all with a smile on your face and a pep in your step.<\/p>\r\n\r\n\r\n\r\n But with intelligent tools that have advanced workflow features like automations, you can allow the software to do some of the work for you while you catch a quick 15-minute break.<\/p>\r\n\r\n\r\n\r\n monday.com: automations<\/strong><\/p>\r\n\r\n\r\n\r\n monday.com automations allow you to configure custom recipes for pretty much anything. \u00a0<\/p>\r\n\r\n\r\n\r\n From automatically sending out welcome messages to attendees to easily coordinating live Q&A\u00a0sessions, monitor your event as it unfolds, and keep your entire team informed in real-time.<\/p>\r\n\r\n\r\n\r\n This old saying holds true in event planning.<\/p>\r\n\r\n\r\n\r\n However, an updated version might say, \u201cfailure to invest in a robust project management software solution as an event planner is planning to fail,\u201d but that\u2019s not quite as catchy.<\/p>\r\n\r\n\r\n\r\n Don\u2019t miss out on the opportunities these software solutions can offer you as an event planner.<\/p>\r\n\r\n\r\n\r\n Level up your planning game with optimized workflows, nifty communication integrations, and automations that can do the heavy lifting while you charm clients for another perfect review.<\/p>\r\n\r\n\r\n\r\n Get started with our ready-made event management template<\/a>, and try us out for free for 14-days \u2014 no credit card needed.<\/p>\r\nWhat is the event planning process?<\/h2>\r\n\r\n\r\n\r\n
![\"monday.com](\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2021\/05\/127877b3-de6b-44f3-a303-33674e088d5a_6_departments.png\" "\\"Operational")
<\/figure>\r\n\r\n\r\n\r\n\r\n\r\nWhat is event planning software?<\/h2>\r\n\r\n\r\n\r\n
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![\"Annual](\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2021\/05\/9a3a0a53-1710-417d-bae9-eb57f7402f6d_13_event_hero.png\" "\\"An")
<\/figure>\r\n\r\n\r\n\r\nBenefits of event planning software<\/h3>\r\n\r\n\r\n\r\n
How to improve event planning with software<\/h2>\r\n\r\n\r\n\r\n
Oversee event registration easily<\/h3>\r\n\r\n\r\n\r\n
![\"monday.com](\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2021\/05\/2cdb6946-4571-4ab7-b48a-953e2ee2441f_3_registration.png\" "\\"Customizable")
<\/figure>\r\n\r\n\r\n\r\n\r\n\r\nCoordinate all stakeholders with a centralized workflow<\/h3>\r\n\r\n\r\n\r\n
Manage ongoing events in real-time<\/h3>\r\n\r\n\r\n\r\n
Failing to plan is planning to fail<\/h2>\r\n\r\n\r\n\r\n