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How to Plan an Event: 10 Step Event Planning Guide

Posted on December 22, 2023 by BarbaraJDostal

So you’ll want to work with merchant service providers who minimize money-related stress for you and your customers. You’ll want to have all of your bases covered before you set about putting your first party together. Having a definite direction for your event planning enterprise will help you to make decisions that keep you on track and help your business to grow. The event industry is bursting with glitz and glam, but there are some downsides to starting your own event planning business. To know where you’re going, you need to know where you came from. If you want to make decisions that grow your event planning business, you need data.

The more buzz you create, the more exhibitors will be lining up outside your gates for a chance to showcase their products and services. You can use attendee numbers and quantifiable past engagement levels to create a level of FOMO for exhibitors at your event. Sponsors can set up a branded booth at your event for free to connect with attendees and generate leads. So, make sure that you ask your sponsors and exhibitors to talk about your event and share as much information as they can with their personal audiences. We will talk about virtual, hybrid, and in-person event setup processes in a bit. However, here are a few things you need to do no matter what your event delivery model is. This includes arranging transportation, accommodation, and parking spaces.

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Therefore, it is important to integrate the tech stack that you are already using into your event management platform. This can include ATS, CRM, or marketing tools so that each step of the event planning and managing process runs smoothly. If you’re planning a big event like a conference, we can help you successfully create, structure and lay out your event plan.

ProjectManager is award-winning project management software that helps you plan and monitor your event details. Your online presence can have a massive impact on your event planning business’s success. Many of your customers will visit your website and browse your social media pages before working with you. A high-quality logo, brand identity, and website will position you to generate more revenue in the long run.

First, you need to choose a virtual event platform to host your event (more on this later in this guide). One of the first things you’ll need to do is to set up a registration form. An effective registration form will help you get the right information from attendees and then use the data to create an impressive event experience for them.

Planning an event also means considering how you are going to make money out of it. Events can either be free or paid, but ticketing is not the only way to monetize your event. There are a lot of other ways to make money as an event planner, and this event planning guide will help you set up some of them. Building these social media channels can lay the foundation for building a community around your event as well. You can integrate tools like the vFairs LinkedIn community builder and boost attendee engagement. Moreover, you can also run paid ads through these social media outlets once you’re in the marketing stages of your event plan.

We can help you narrow down your search by naming the top event management platforms in the market along with their pros and cons. Full disclosure that this isn’t an exhaustive list and you should vet your options according to your specific needs.

It is your best bet as you can save time and hassle and streamline all your workflows. An all-in-one event management platform can help you direct all stakeholders to one platform and minimize the event planning chaos. Event organizers can often understate the importance of event analytics and attendee data.

Every event, no matter how simple or complex, requires detailed planning and organization. The very first step in planning a successful event is to establish tangible goals and objectives. There are countless websites with great business card templates. A few of our favorites include Canva, Adobe Express, VistaPrint, and Avery. If you want to strengthen your business plan even further, include a SWOT (strengths, weaknesses, opportunities, threats) analysis. This planning process will help you overcome challenges, discover new ideas, and create data-driven strategies. Your event business plan is the foundation of your company’s success.

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