Coordinate successful events from concept to execution.

✅ Event Planning Checklist

• [ ] Start timer (if you have one)
• [ ] Hop on call for info-gathering / event prep (if needed)
• [ ] Open Event Planning Template
• [ ] Get on exploratory call or send email (fact-gather)
• [ ] Stop timer

🎉 Event Planning Essentials

Information gathering is key - Schedule a comprehensive prep call to understand event goals, budget, timeline, and requirements.

Use the event planning template - Document all details including venue, catering, A/V needs, attendee list, timeline, and budget.

Exploratory outreach - Contact vendors and venues to gather options, pricing, and availability before making recommendations.

Stay organized - Keep all event-related communications, contracts, and details in one centralized location.

Timeline management - Create a detailed timeline with milestones leading up to the event date.

📝 Next Steps

After the exploratory phase, your event planning will typically include:

• Venue selection and booking
• Vendor coordination (catering, A/V, décor)