How to Develop an Event Strategy

 

Creating an event isn’t just about checking off tasks on a to-do list. It’s about crafting an experience that resonates with your audience, meets your objectives, and runs smoothly from start to finish. And the secret ingredient to making all that happen? You guessed it—strategy.

Pro Tip: An effective event strategy is the key to better events, with less stress.

Event Strategy

Have you ever felt overwhelmed by the endless details involved in planning an event?

From coordinating with vendors to managing budgets and timelines, it’s easy to feel like you’re juggling a thousand tasks at once.

That’s where a solid event strategy comes into play. As Antoine de Saint-Exupéry wisely said in The Little Prince, "A goal without a plan is just a wish." Though he wasn't talking about event production, his words are spot-on for our world!

Creating an event isn’t just about checking off tasks on a to-do list. It’s about crafting an experience that resonates with your audience, meets your objectives, and runs smoothly from start to finish. And the secret ingredient to making all that happen? You guessed it—strategy.

What is an Event Strategy?

An event strategy is your high-level plan for bringing your event to life. It captures your goals, objectives, and overall ambition for the event. Think of it as the essential 'why' behind your event, paired with a top-level 'how'.

You can devise an event strategy in two main ways.

First, you can create a linear flow from concept to wrap-up, highlighting key stages and outcomes. Alternatively, you can start at the event itself and work backward.

Both methods are popular and have their pros and cons, but either way, you'll end up with a coherent plan that will deliver a successful event.

 

Why is Event Strategy Important?

An event strategy provides the big picture of what, why, when, and how.

It’s a high-level document that you can refer back to as you break down each step and follow templates to execute your event. Here’s why it’s important:

  • Clear Goals: Identifies event goals, helping you set priorities to deliver a smooth event.

  • Higher ROI: Informs your event management plan with data and insights, enabling smart decisions about your budget and audience.

  • Measurable Success: Provides a framework with measurable deliverables and performance indicators, so you can judge the event’s success.

Without an event strategy, you're essentially flying blind, with no foresight or measurable outcomes.

 
 

How to Develop an Event Strategy

When putting together an event strategy, here are some key points to remember:

Smart KPIs

Each aspect of your event—marketing, budgeting, advertising, etc.—should be measured with key performance indicators (KPIs) that require specific, measurable, achievable, relevant, and time-bound (SMART) deliverables.

Automation

Wherever possible, automate tasks to streamline event production. Use electronic signups linked to event management software. Connect your emails to the same software and tag vendors for easy invoice categorisation. Include criteria in the signup process to build guest profiles for seating arrangements. Schedule email updates and marketing through automation.

Data Analysis

Organise and link data to your event management software from the outset. Capture insights around every aspect of your event—attendees, sales, signups, spending, etc. Use these insights as progress reports and to inform future event planning.

Flexibility

Build in room for your strategy to adapt to both foreseeable and unforeseeable problems. Being agile can save your event from potential pitfalls.

Collaboration

Teamwork makes the dream work! Listen to stakeholders, partners, and team members, even those not directly involved in planning. Sponsors and other collaborators may offer valuable insights that can enhance your event.

Research and Preparation

The strategy and planning stage is more about research and preparation than actual doing. Find the right goods, services, and people to bring in at the right budget. Pay attention to every detail, from the number of attendees and event format (in-person, virtual, hybrid) to logistics, caterers, vendors, and health and safety considerations.

Wrap Up

Developing an event strategy is not just a step in the planning process; it's the foundation of a successful event.

By setting clear goals, automating processes, analysing data, remaining flexible, and fostering collaboration, you’ll create an event that not only meets expectations but exceeds them. So, roll up your sleeves, dive into the details, and watch your event come to life in the best possible way!

 

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Rachella Thomas

Rachella Thomas is an award-winning events consultant known for her work on internationally-renowned events and festivals. Rachella founded Event Kit to help event planners worldwide by offering affordable and on-demand event planning templates, free resources and event consulting.

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