1. Define your aims of the event

What is the concept? Before you can start to organise your event, write down a few lines about what the event is going to be about and what you hope to achieve. It’s helpful at this stage to have a meeting with everyone involved to discuss the event. Here is a list of points to cover:

o Decide on the subject for the event

o Discuss what you hope to achieve, for example

1 .Raise the profile of your business/organisation

2. Network with some sales prospects in a relaxed environment

o When do you want to hold the event?

o Where do you want to hold it?

o Who do you want to come to the event? How many?

o How and where will you promote the event to ensure that they come along?

o Do you want outside speakers? If so, who? What will they speak about?

o What budget do you have for the event?


o What else is going on at the same time as your event (both within your organisation and externally) – will this have an impact on your event?

o If you are, for example, running a training session, have you identified that there is a sufficient need for that particular topic?

o If you are inviting outside speakers, always make sure that, where possible, you have a ‘reserve’ choice in case your first choice isn’t available. If you have existing contacts that is fine but make sure you know they will be competent and “on message” – if in doubt contact an agency for advice (I recommend http://www.speakers-uk.com/ for no other reason that they will always spend time with you to make sure that you have a list of the right people at the right price). Watch out for expenses clauses as they can be hidden costs which mess up your budget.

2. Planning and logistics

Nominate a lead person to:

o keep track of all the tasks for the event

1. what has been done

2. what still needs to be done

3. who needs to do it

4. when it needs to be done by

5. budget and actual expense

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