Lisa Rayford March 10, 2020 Checklist Template
Here are few important things to remember when you build your checklist: 1. The devil is in the details. Include as many details as possible, even if for your own reference. 2. Include an autodate/time stamp function so each time you update the checklist, the file keeps track of when you did it. 3. Incorporate a way to communicate your checklist. Not every event participant needs your level of detail, nor does everyone need to see the budget. But do develop a nice summary style interface that people can scan for information. Spreadsheets do not lend themselves well to this, but something like Bento by filemaker does. Linking spreadsheet detail to your database is simple. 4. Also incorporate a way to quickly and easily communicate checklist details to everyone. In Bento it is very easy to pull email addresses from your contacts and send the information in just a few keystrokes.
So what kind of checklists do event planners use? I think I have seen every possible checklist used in event planning. From excel spreadsheets, to databases, proprietary software, notebooks, slips of paper, calendars and bar napkins. What is the best checklist? Great question and I do not think there is one answer. It depends entirely on what the event planner is comfortable with. Event planners have the reputation of being highly organized and detailed, but how we get organized and detailed is via our checklists. The trick here is how we bridge our checklists to effectively communicate details to clients, vendors and event attendees.
Major items to be covered include any surface that people touch (with hands, furniture, feet, etc.) like walls, floors, ceilings, cabinetry, appliances, sinks, or other `high traffic` items. Other items are at the landlord`s discretion and include siding or brick, lawn or landscaping, trees, and other less commonly covered areas. All forms should include a move-in and move-out checklist, date, and signature of both parties.
It can be hard for landlords to collect all the documents that they need to rent their place before listing and showing it for the first time. New landlords and property managers will find this even harder, as they are not sure what to expect before getting someone in the door. Though there are several important forms that need to be used to rent the property (rental lease forms, rental applications, etc) some of the less critical (or legally required) forms still have a practical purpose in the process and should not be left out.
If everything went as planned, remember you were just lucky. Because some terrible emergency could have cropped up that might have jeopardized the entire program. Your meeting planner checklist could have got torn or could have got lost taking with it the vendors and contractors receipts and other important documents and papers. Besides, if you were the only expert planning the meeting, a lot would depend on you. If you slipped up or failed, the whole event would collapse like a house of cards. Therefore, your nervousness right through the meeting planning process was only justified but is it right to stay so tense? Doubtless, you are a good meeting planner.
The data will be in the form of database tables. Each column will have a field title and each column will also have a specific data type designed to the column. For instance, when the field data type is in a date format, one will not be able to type in text in that specific field. The upside to having data in this format is that one can easily extract specific data by making use of queries. One simply types the criteria for the date that needs to be extracted and the system sifts through all the data and only shows the information according to the criteria. Moreover, one can sort data according to alphabetical order or dates. One can also filter certain data to be displayed while others are hidden.
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