Case Study: Conference Planning Checklists
CASE STUDY: Several clients told us they wanted a ready-made collection of conference planning checklists. So we created the Conferences Kit. Take a look inside this case study to see why it’s fast become a crowd favourite!
Our Client:
Jenna M., an executive assistant is organising seminars and large meetings as part of her role at a tech company. She’s already got a full workload, has limited experience organising events, and knows she’s expected to do a good job.
Their Challenge:
Jenna told us that planning a conference can feel like juggling a dozen different tasks at once. From managing budgets and schedules to coordinating venues and vendors, she struggled with scattered resources and disorganised workflows. Jenna wanted a collection of tools to take her from start to finish with her events.
Our Response:
To overcome these challenges, we knew we had to create an all-in-one Conferences Kit containing essentials templates and tools that guide her from start to finish with conference planning.
The Solution:
Planners who use the Conferences Kit tell us it makes a huge difference in their planning process. They experience:
Complete Coverage
Every essential aspect of their conference planning is covered with pre-made templates including schedules, budgets, and attendee management.
Time Savings
With ready-made resources at your fingertips, event planners focus more on creating a great conference rather than getting bogged down in the details.
Easier Organisation
The toolkit’s clear and structured templates will keep conference planners on track, minimising errors and making sure nothing is overlooked or forgotten.
Increased Confidence
With our clear and organised approach, event planners feel more assured in their ability to plan a successful conference today, and in the future.
The Results:
★ ★ ★ ★ ★
As a new event planner managing a large tech seminar as a side project, the Conferences Kit was a game-changer. Jenna loved how the detailed checklists and templates guided her through every stage of planning, making her feel confident and in control despite being new to the role.
— New Event Planner: Jenna M.
Look Inside:
The Conferences Kit - What’s Included:
Purchase this collection and get instant access to 20x premium ready-to-use event templates and tools designed to simplify and streamline the conference planning process, including:
PART 1: Tools for Event Planning —
▢ Event Budget - Conferences (Excel)
▢ Event Plan Timeline - Conferences (Excel)
▢ Conferences Planning Timeline (PDF)
▢ How To Pick The Perfect Venue (PDF)
▢ Venue Comparison Chart - Corporate Events (Word)
▢ Venue Inspection Audit Template (Word)
PART 2: Tools for Event Coordination —
▢ Accommodation & Travel Template (Excel)
▢ Conference Program Agenda (PDF)
▢ Event Contact List Template (Word)
▢ Event Vendor Contract Template (Word)
▢ Vendor Event Manual Template (Word)
PART 3: Tools for Event Day & Post-Event —
▢ Conference Cue Sheet Template (Excel)
▢ Event Delivery Plan Template (Excel)
▢ Event Run Sheet - Conferences (Excel)
▢ Event Signage Plan Template (Excel)
▢ Conference Showbook Template (Word)
▢ Work-In-Progress Template (Word)
▢ Event Courier Label Template (Word)
▢ Event Kit Checklist Template (Word)
Now imagine creating your conferences with ease and confidence. That's how effortless your next event could be with Event Kit. Why wait any longer? Buy Now
Want Similar Success?
Time is money, and you starting from scratch for your conference wastes lots of it. Get started faster, customise with ease, and plan your next conference with templates that practically pay for themselves. Buy Conferences Kit
Related Content
Popular Posts
Hey, I’m Rachella!
Welcome to our blog. If you’ve come to find ideas and inspiration about event planning and entrepreneurship, and everything in between—you’re in the right place. Enjoy!
Shop 150+ Event Planning Tools
Better events, less stress. Pre-made event templates for seamless and easy event planning. Shop Templates
Want to ensure your conference is a success? The Conferences Kit has you covered! With 20 ready-to-use planning templates and tools, this toolkit simplifies and streamlines every aspect of your corporate event. Feel confident and prepared, every time.
Made for new event planners and busy event professionals. Price in USD.
See full description