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Corporate Event Planning Checklist

This customizable corporate event planning checklist allows you to modify it to your specific needs and preferences. From setting objectives and sending communications to your team to coordinating logistics and sending a post-event follow-up survey, our checklist will help you tick off the to-do items for your offsite, so you can have a memorable event.

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What is a corporate event planning checklist

A corporate event planning checklist is a comprehensive list of tasks and action items that need to be completed when planning a company offsite, team retreat, sales incentive, or meet-up. It serves as a guide and organizational tool so you can take all the necessary steps and ensure nothing is overlooked. This checklist includes action items that should be completed before, during, and after the event.

Before the event:

  • Determine event type (company retreat, company offsite, incentive trip, meet-ups
  • Define your objective (goals + outcomes)
  • Select a date(s)
  • Create a budget + budget sign off
  • Choose location/venue
  • Create an event agenda/schedule
  • EMAIL | Save the date with RSVP to team
  • EMAIL | Agenda + schedule (include activities, sessions, etc.)

During the event:

  • Ensure necessary equipment and materials are available
  • Facilitate team-building activities, presentations, and breakout sessions
  • Manage the schedule and ensure smooth transitions between sessions
  • Send updates/announcements to team members
  • Check in with contractors (speakers, photographers, caterers, etc.)
  • Capture key insights, ideas, and discussions

After the event:

  • EMAIL | Send a post-event survey to gather feedback and insights
  • Evaluate the success of the event against your objectives
  • Review participant feedback and document areas for improvement
  • Share a recap or summary of the event with the team via email or at all-hands
  • Follow up on action items and next steps identified during the offsite
  • Incorporate key learnings into future planning and decision-making

Corporate Event Planning Checklist

This template is available as a Google Sheet or Excel Sheet! It’s simple, streamlined, and totally customizable for your company’s needs. Simply download the resource and select Make a copy.

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