YOUR PLANNING CHECKLIST

* indicates a required field.

Name of your Organization*:
Name of Contact Person*:
Position Held*:
Street / Suburb Address for Contact*:
City*:
Postal Code:
Phone*:
Mobile Phone*:
Fax:
Email*:
Type of Activity(s) Planned*:
Conference Seminar / Workshop Business Event Business Hosting
Event Duration:
Date From:
Date To:
Venue(s):
Multiple Venues Single Venue
Planned Venues & Dates:
Venue 1: Date:
Venue 2: Date:
Venue 3: Date:
Venue 4: Date:
Venue 5: Date:
General Description of the Planned Activity(s):
Estimated Attendees/Venue:
Est. Minimum: Est. Maximum:

Please Select from the Event Services we can provide:

Description Special Notes / Instructions

The Business Hosting Services we can Provide
Access to our extensive business network:
Introductions to the right people and organisations:
Specific financial advice (taxation, structures, etc.,):
Customised industry and market research:
Specific legal advice:
Local advice on leasing, renting or buying property:
Business setup advice:
Customised market research on demographics, suitable locations and franchising, etc.:
Full secretarial services:
IT support:
Planning & arranging meetings itineraries, accommodation and travel or transport:

On-Call Support 7am-9pm, 7 days a week

 Comes with the territory!

Venue Evaluation, Selection & Preparation
Identify options & organize quotes:
Help select the venue:
Confirm & Contract for Venue:
Organise & contract AV & IT suppliers :
Prepare venue:
Check venue on the day:

Events Marketing & PR
Develop event name/branding:
Prepare marketing plan:
Implement marketing plan:
Develop & implement PR strategy:
Design/print/distribute event brochure:
Design website or microsite:
Update website or microsite:
Obtain or develop mailing lists:

Event Sponsership & Exhibitions
Identify potential sponsors:
Develop sponsor proposals:
Develop exhibitor proposals:
Approach sponsors & (or) exhibitors:
Confirm sponsors & (or) exhibitors & contracts:
Manage sponsor & (or) exhibitor communications:
Identify & event suppliers:
Confirm and contract event suppliers:

Keynote Speaker Organisation & Management
Identify potential speakers/instructors/presenters:
Confirm speakers/instructors/presenters:
Invite & manage speakers/instructors/presenters:
Manage speaker/instructor/presenters needs:
Organise post-event gifts where appropriate:
Process all speaker/instructor/presenter expenses:

Attendee Registrations & Management
Organise & manage registrations, method(s) etc.:
Process registrations using Organizeme website:
Process registrations using client website:
Process registrations using Organizeme website:
Process registrations by post or email:
Maintain database of attendees:
Manage on-site welcome of attendees:
Provide attendee support during event:

Event Accounting & Reporting
Set up an event budget:
Manage receipts (card, cheque or direct credit):
Manage expenses claims & approvals:
Provide accounting reports (income & expend.):

Event Logistics
Organize catering:
Organize attendee folders:
Organize attendee name-tags:
Organize OSH compliance:
Organize Laptop / data projector:
Organize video equipment:
Organize Internet access:
Organize sound system / lapel mikes:
Organize whiteboard / screens:
Organize special equipment (please state):
Organise event entertainment:
Print attendee list:

Post-event Evaluation & Followup
Organize & process event evaluation feedback:
Organize attendee post-event followup:
Organize equipment returns:
Cleanup venue post-event:
How do you wish to proceed*:
Want us to Quote You? Want us to Meet with You? Want us to Call You? Want us to Email You?



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