How to Plan an Event: a Complete Guide


You can easily set up an event planning business with little to no startup money. If you keep the operation small and work as a sole proprietor, there’s no need to register the business or set up a merchant bank account. So you may want to explore the pros and cons of different business structures, as well as the tools you need to run them. Event planning is a fast-paced job that will require you to be inventive and work with all sorts of interesting people. An event planning business is the ideal company to start for anyone who’s creative and client-focused – and wants the excitement of flexible work. Once you know who you’ll be planning events for, it’s time to put together your business plan. This all-encompassing document creates a roadmap for your business, setting out where you want your business to go and how you intend on getting there.

Pick and choose what you want to include and exclude for an even better experience for your next event. Effective event marketing is crucial if you want to get the word out about your event. You may have created the best list for easy event planning but if you don’t nail all your marketing efforts it could all go in vain. The event management platform that you choose could also help you in creating marketing campaigns that attract more attendees. The event management platform that you choose should be able to integrate with other popular tools and software that you already use as an event organizer. Some important integrations could include CRMs like Hubspot, ATS software like BambooHR, or email marketing tools like MailChimp, etc. Integrations can smoothen the planning process and you can directly transfer the data from the event planning software to these tools.

Remember to collect and review qualitative feedback, such as attendee comments, speaker suggestions, and sponsor feedback. You can adjust all of your cookie settings by navigating the tabs on the left hand side. We need to reflect on our experiences, identify what we did well and what we could do better, and make note of these lessons for future reference.

This article summarizes the experience of hundreds of events and presents the results in six steps. It can be an investment for a better ROI for your event as each exhibitor needs to pay for a space at your event.

Then, investigate freelance marketplaces like Upwork, People Per Hour, Freelancer, and Guru. These sites will help you find temporary staff on a project-to-project basis. With just a few clicks, you can set up an account and start accepting a variety of payment methods without having to open a merchant account.

However, event organizers can make all of that simpler through check-in gear. Moreover, event organizers can capture and retrieve onsite leads through these check-in scans and get more data on attendee behavior and engagement. In-person events happen at a physical location and most attendees will need to physically check-in to the event on the day of the event. This could mean long queues or an army of personnel to help them through the gates and check them into their sessions. You can use LinkedIn, Facebook, Twitter, Instagram, or other social media channels to promote your event. Social media channels can be a great way for event promotion as well as creating meaningful connections with your audience. So, logistical planning and setting up contingency plans for the main event days are absolutely crucial.

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It’s often difficult to decipher how the monthly fees relate to the transactions you’ve performed. Plus, it’s near impossible to use your bank statement to project what you’ll pay in subsequent months. The information in this article is intended for general information purposes only. You should not rely on it as the sole basis for making any business, legal, or other decisions.

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