Category Archives for "Planning"

Writing specifications of set-up needs for meetings and events Guide

Checklists, Timelines, Contracts, Invoices –To pull everything together, refer to the checklists and timelines you have been using throughout your planning process, the contracts that have been signed, and the earlier space specifications that were created.  It will be extremely helpful if you also have copies of contracts, invoices and banquet event orders from similar events your […]

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How to Create an Effective Checklist for Overall Event?

Creating a thorough Overall Event Checklist is the first thing to do before taking any other action in the planning and coordinating process for a meeting, function or event.  It will serve as the launching pad for getting everything off to a well organized start.  It will also be the starting point for setting timelines […]

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Download Event Registration Checklist Files [PDF,DOC]

A checklist and timeline go hand-in-hand with meeting and event planning.  When you do a thorough job of creating the checklist first, you can then use it to create the timeline.  These two documents will do everything to keep you on track and on time if you refer to them regularly and faithfully.  Update them […]

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Educational Webinars Guide [2020]

An educational webinar differs from an on-line meeting because it is usually limited to one-way transfer of audio (voice-over) from the instructor(s) to an audience of individuals or small groups viewing from computers or mobile devices in geographic locations anywhere in the world where access to the Internet is available.  Advance registration with email addresses will […]

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Booking Policies for Meetings, Events Functions [2020]

There are certain factors that will apply to almost every contractual agreement you reach with the venues, facilities, vendors or service providers involved in your meeting or event.  We will touch briefly on some of the most common here to give you an idea of what to expect and what to ask.  One provision that you will find in almost all agreements is “attrition,”  and you must […]

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Online Meetings Guide [2020]

Web-based software makes it easy to set-up and conduct online meetings.  The process is similar to making advance arrangements for a telephone conference call through an Internet service provider.  Charges will be based on the type of services you request for collaborative sessions and if you prefer to have online tech support during the meeting […]

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Choosing Your Food & Beverage Caterer Guide

How to find reliable and creative caterers  – Make inquiries of members in your own group who know caterers in the area  Ask for referrals from other groups similar to yours Ask for referrals from caterers you have worked with in your local area Post on-line inquiries in your favorite communities Request a list of caterers who are members […]

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