3 Crucial Steps of the Event-Planning Process (2024)

Event planning is not like throwing your average party. So much more goes into the planning, development, and organization of events whether they be high profile or private. Every event manager wants to have a successful event at the end of the night, but making that happen isn’t always an easy task. Here are three critical steps to creating a successful event:

1. Set a goal with objectives and a budget
Before you even begin to fantasize about a theme for the event, you need to set goals, objectives, and more importantly, a budget that encompasses all parameters of the event. What do you hope to achieve from the event? Are you trying to raise money? Is there a product that needs to be highlighted? What will make the event a success in the eyes of the client? Having a target in mind will make planning the rest of the event a much smoother experience.

Why is it important to set a budget? For one thing, you have to know where to cap the spending. You can still accomplish a lot on a smaller budget, but you don’t want to plan an event that isn’t going to match what the client wants and what they can afford. Create a line-item budget so that every step is noted and your budget remains where it should without going off the deep end.

2. Locate a venue and establish vendor contracts
Everyone knows you can’t throw a party without having a place to hold all of your guests. The same goes for large- and small-scale business/corporate events. Finding the perfect location to hold an event can be a challenge depending on the overall theme, budget, and feel you want the event to emit. For a more high-class atmosphere, choosing an established location with grand ballrooms will speak to a theme of opulence, whereas product launches should be a bit more engaging and interactive. Once you have the venue, the design planning can truly begin.

Another large part of event planning is utilizing vendor contracts. Once you have a venue, you’ll need to begin creating a menu and an overall design for the event space. This means pulling out your contacts in catering, lighting, music/djs, linens, florists, and even cake designers to create the ultimate event. While many venue locations will provide some of these services, you still may need to use your own contacts depending on what a client wants as the end result. Sometimes giving your clients choices to choose from can yield the best result because they were part of the overall planning.

3. Branding
Marketing events are crucial to your clients because for people to attend they need to know the details about time and place. What makes branding so significant is that you want your event to stand out from the rest and receive recognition. Brainstorm various themes, event names, and even design logos for the event which will provide a unique flavor and feel for guests. Go the extra mile and create a tagline for the event that combines client goals and a hint of what is to come at the event.

If you are planning an event far in advance (6 to 12 months), be sure to send out a save-the-date, so guests have time to put it on their calendar. Then you can follow up closer to the event with a formal invitation. An invitation is also a great time to market the overall theme of the event and if it’s for a product launch, don’t forget to make that a feature.

Sometimes the best way to plan a successful event is to hire an event manager who can handle all the planning from conception through to completion. If you plan on handling the event planning yourself, make a list of everything you need to get done and check things off as you go. This will keep you organized and allow you to see what still needs to be done. If you’d like more help as you plan your next event, contact the professionals at McVeigh Global Meetings and Events today!

3 Crucial Steps of the Event-Planning Process (2024)

FAQs

3 Crucial Steps of the Event-Planning Process? ›

The steps in the planning process are: Develop objectives. Develop tasks to meet those objectives. Determine resources needed to implement tasks.

What are the three stages of event planning? ›

There are roughly three phases while producing events:
  • Pre-Event Planning: This is the phase during which we understand the client's specific goals & requirements. ...
  • Event-day Operations: So, the D-day has arrived and it's time to run the event smoothly. ...
  • Post-Event Planning: ...
  • How we help?
Jun 20, 2017

What are the three stages of the planning process? ›

The steps in the planning process are: Develop objectives. Develop tasks to meet those objectives. Determine resources needed to implement tasks.

What are the steps in event planning? ›

How to plan an event in 10 steps
  1. Organize your objectives. ...
  2. Establish a budget. ...
  3. Build an event team. ...
  4. Select a venue and date. ...
  5. Choose event management software. ...
  6. Establish vendors, sponsors and partners. ...
  7. Plan the program and entertainment. ...
  8. Brand and market the event.
Feb 13, 2024

What is step 3 of the planning process? ›

Step 3 of the planning process typically involves the development of a detailed implementation plan. This includes assigning specific tasks, responsibilities, and deadlines to team members or stakeholders to ensure that the overall plan is executed effectively.

What are the three important components of event planning? ›

Here are three critical steps to creating a successful event:
  • Set a goal with objectives and a budget. ...
  • Locate a venue and establish vendor contracts. ...
  • Branding.

What are the three 3 main planning strategies? ›

Importance of planning levels

We have already seen that it is essential to align the 3 levels of planning, strategic, tactical, and operational, to make informed decisions. After all, each one fulfills its role to ensure actions aligned with organizational goals and foster the company's growth.

What are the 3 elements of planning? ›

Armed with these three clearly defined elements of planning, values, vision, and mission, you are prepared to begin moving forward with confidence to achieve your full potential. How do you plan? What are your thoughts on Values, Vision, and Mission with regard to planning and success?

Why is Stage 3 of the planning process extremely important? ›

The importance of stage 3 lies mostly in option A and C: it's where the broad, overall strategic plan or strategic objectives convert into specific, actionable items. During this stage, the vague ideals and goals from the strategy phase get transformed into clear, measurable tasks that can be tracked and executed.

What is event planning cycle? ›

The event planning cycle can be roughly divided into 4 quarters: Planning, Promotion, At-Event and Post-Event. However many aspects of event planning doesn't fit neatly into just one of the quadrants, and should really be practiced throughout the cycle.

What are the major steps in the event life cycle? ›

The event life cycle consists of five phases between the time an event is announced to the public and the day of the event: Announce, Presale, Onsale, Maintenance Period, and Closing. During these phases, there are peaks and valleys of audience engagement and ticket sales volume.

What are the 4 C's of event management? ›

It is a powerful tool that allows businesses and organizations to create a memorable experience for attendees while achieving their marketing goals. The four C's of event marketing - Concept, Coordination, Control, and Culmination - are essential components that contribute to the success of an event.

What are the first three steps of planning process? ›

The steps involved in the planning process are as follows: Developing of objectives. Developing tasks that are required to meet those objectives. Determining resources needed to implement those tasks.

What is the most critical aspect of the planning process? ›

Setting objectives is the most crucial part of planning. The organizational objectives should be set in key areas of operations.

What are the 3 post-event activities? ›

This chapter also examines the three primary products of the post-event activities phase: participant evaluation, post-event debrief- ing, and post-event report.

What are the three steps of event handling? ›

An event is a multifaceted undertaking that encompasses a series of activities, irrespective of their nature, meticulously executed and categorized into three distinct stages: pre-event, during the event, and post-event.

What are the stages of the event cycle? ›

The Event Cycle consists of five stages: Plan, Organise, Measure, Analyse and Share.

What are the three phases of event propagation? ›

There are three phases of event propagation: Capture Phase, Target Phase, and Bubble Phase. The bubbling and capturing events in JavaScript can be used effectively to handle the events in web applications.

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