A Practical Checklist for Planning and Creating an Event

planning an event

We encounter and plan for events from time to time. There are different types of events that one would encounter and need to develop a pilot. Among the common examples are weddings, graduation parties, and work-related activities. Many other types are less common such as a product launch and ad hoc board meetings.

These events involve and require some level of planning to actualize and ensure they turn out as a success. However, some of these may find you without the requisite knowledge on the details and key components to understand and take note of in ensuring the event is planned well from inception to its successful end. Here are key details that should form any event planning checklist.


The date for an event is an essential starting point. Before any other step commences in the planning phase, there must be a clear reference point in the form of the established date for an event. The date provides the planners with a suitable roadmap regarding the available time in hand and the different activities that should take place before the event.

An event is a climax with preparation and setting everything in place between inception and the D day. Without a date, it is hard to establish any of the deliverables and ascertain that the preparations are all working together to the event’s success. Essentially, the date offers a roadmap and paves the way to establish a series of activities until its end.

Master Plan

A master plan sets out the essential details and activities that would prevail during the actual event. It also establishes the actual deliverables that prevail and ensures the success of an event. The master plan tends to vary based on the kind of event and the activities that go into the event. For instance, a master plan will have details about the dates, deliverables in between, the costs, individuals, or companies involved.

Subsequently, the master plan helps to ramp up the different activities and move systematically from one step to the next in working towards the event’s success. The event planner will have the master plan and share or liaise with the different individuals involved across different roles to ensure the project’s success. Additionally, the master plan will also ensure that nothing that goes into the project is overlooked or missing.



The budget is perhaps the most crucial component in event planning. It is almost fundamental that the event has a clear outline of the cost implications and funding sources. The success of an event predominantly lies in the availability of funds and how the planner will put these resources together and align them towards the success of the event. An event must have clear stipulations on where the finds will go.

Additionally, the event must remain within the established budget. If the event activities do not stay with these selected outlines, that is a clear source of failure. Ultimately, you will not ascertain and ensure the success of an event.


An event brings together different individuals, each with a prescribed role as it works towards success upon the set date. However, there must be a means of coordination, especially with the lead planner at the center. Their presence would ensure that the different individuals involved work effectively in their roles and contribute to the success of an event.

Coordination is also essential because failure in any component would result in a complete failure for the entire event.  It is prudent to liaise with professionals within your locality to organize and coordinate a formal occasion. For instance, you can look up event production companies and find a suitable service provider for the different components in your event.

Winding Up

Ultimately, the success of any event relies on the planning, coordination, and the requisite resource input that goes into the activity. Often, it is possible to overlook the final steps after an event.

However, it is always prudent to include additional measures to wind up after an event. For instance, there are essential activities such as clearing up after an event, transportation, and payment of service providers. These are also necessary components that must remain in the master plan and will finally mark the project’s success at its tail end.

An event checklist ensures that you have all the necessary knowledge and details about the requirements for the success of an event. Every event has a timeline. The knowledge of its components beforehand would ensure proper preparation and planning. Altogether, these considerations will ensure the success of an event.