Unit 1: Lesson Two

Keeping Organized

As a planner your number one function is to be organized..

One of the best tools for making sure your on schedule is to use a proven checklist:

A checklist will take you through the initial meeting with the client to the final billing of the event.
Discuss the purpose of the meeting
Review who will be the attendees of the meeting.
Review the budget that you will need to work with in
Stimulate the development of critical thinking skills
Determine the timing of all meetings and food and beverage
Speakers/presenters (identifying, confirming, logistics & management)
Provide visual representation to further understanding the clients needs all the way to the completion of the event

Take a moment to review the attached sample checklist to get an idea of the many detail you will need to control