Event Planning & Execution Template
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Efficiently plan and execute events to enhance your non-profit organization's impact and reach. This template provides a comprehensive guide to organizing, tracking, and managing all tasks related to event planning and execution.
From identifying event objectives to post-event evaluations, follow this step-by-step process to ensure your events are successful and align with your communication and fundraising strategies.
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Event Planning & Execution Template in Priority Matrix
Organize, track, and manage all tasks for successful event planning and execution in non-profit organizations.
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Proposed Tasks
Critical & Immediate
-
Task 1: Identify Event Objectives - due in 2 days
☐ Define event purpose ☐ Set measurable goals ☐ Identify target audience -
Task 2: Create a Budget - due in 1 week
☐ Estimate event costs ☐ Set ticket pricing ☐ Identify potential sponsors -
Task 3: Select Event Date - due in 1 week
☐ Choose potential dates ☐ Check for conflicting events -
Task 6: Marketing and Promotion - due in 4 weeks
☐ Create marketing plan ☐ Design promotional materials ☐ Identify marketing channels -
Task 8: Logistics Planning - due in 6 weeks
☐ Plan event layout ☐ Organize transportation and parking ☐ Arrange for equipment and supplies -
Task 10: Final Preparations - due in 8 weeks
☐ Confirm details with vendors and participants ☐ Prepare event materials -
Task 11: Event Execution - due in 9 weeks
☐ Manage event setup ☐ Oversee event operations ☐ Handle any issues that arise
Critical & Not Immediate
-
Task 4: Identify Venue - due in 2 weeks
☐ Research potential venues ☐ Schedule site visits ☐ Negotiate contract -
Task 5: Create Event Program - due in 3 weeks
☐ Outline schedule of events ☐ Identify speakers and performers -
Task 7: Ticket Sales - due in 5 weeks
☐ Set up ticket sales platform ☐ Monitor ticket sales -
Task 9: Staffing - due in 7 weeks
☐ Identify staffing needs ☐ Recruit and train volunteers
Not Critical & Immediate
-
Task 12: Event Wrap Up - due in 10 weeks
☐ Coordinate event cleanup ☐ Pay final bills -
Task 15: Follow Up on Leads - due in 13 weeks
☐ Follow up with leads generated at the event ☐ Track conversions from leads -
Task 17: Social Media Update - due in 15 weeks
☐ Update social media with post-event content ☐ Engage with audience comments
Not Critical & Not Immediate
-
Task 13: Post-Event Evaluation - due in 11 weeks
☐ Gather feedback from attendees and staff ☐ Analyze event success ☐ Document lessons learned -
Task 14: Thank You Notes - due in 12 weeks
☐ Send thank you notes to attendees, staff, and sponsors ☐ Share event photos and highlights -
Task 16: Update Website - due in 14 weeks
☐ Update website with post-event content ☐ Archive event page -
Task 18: Press Release - due in 16 weeks
☐ Write post-event press release ☐ Distribute to media outlets -
Task 19: Financial Review - due in 17 weeks
☐ Review event financials ☐ Compare actual costs to budget -
Task 20: Plan Next Event - due in 18 weeks
☐ Apply lessons learned to planning next event ☐ Start early preparations for next event