Cheryl Elliott March 25, 2020 Checklist Template
The difference between the two for me is that I put the really excruciatingly detailed info into the spreadsheet file. It is a bit more cumbersome, but I have a lot of freedom to add detail and manage the budget at the same time. The database I use references parts of the spreadsheet and is also linked to email addresses for the event participants. I can pull the data from the spreadsheet, drop it into the database, create a nice interface and communicate with everyone in a few keystrokes. A database style checklist can also do budget functions, but it is more difficult and time consuming to program.
The first independently owned restaurant was a success because the restaurant provided exactly what their customers wanted, and found a way to build on it. They built success by being consistent, providing the food and beverages their customers wanted, and having excellent customer service. Using consistency in the restaurant can be maintained by using forms, checklists, spreadsheets and other systems designed to build success.
Personally, I use two types of checklists. I use an excel spreadsheet and a filemaker database. They serve two different purposes: 1. The excel or spreadsheet style checklist affords a lot of room for detail and serves well as a simple database. I can plug in dates, times, names and math/budget functions. Budget functions are really important in a checklist in my opinion. For me as an event planner, I live and die by the budget. We can train anyone to plan an event, but planning an event within theme and on or below budget is the sign of a pro. Using a spreadsheet allows us to combine budget details with all of the other event details.
I see the spreadsheet as my notepad for all details. 2. The database style checklist is great for template style event detail. You can program in a variety of fields and the database functions easily. Most professional event planning software is really just a database with a user friendly interface. The database also works really well for pulling detail from a variety of other electronic sources, such as pdf files, jpg`s and word documents. Databases also work really for communicating details to others because of their slick interfaces.
One thing that every professional party planner uses to guarantee their success is a party planning checklist. With so many details and dates to remember, not having a checklist is a sure way to allow details to get away from you and see your stress levels soar through the roof.
For most of us life is a constant battle to stay organized, we write lists of the things we need to and when we need to get them done. However, when the tasks we have to get done get a little more complex a good checklist might come in handy to make sure that everything gets done properly. Using a template for a checklist you can create detailed lists that include groupings of particular tasks and checklists to make sure that you get every task done in the proper order and reduce the risk of mistakes being made.