Conference Plan Template

Friday, December 2nd 2022. | Sample Templates

Conference Plan Template – Planning a conference or other large corporate event is a daunting task. With so many details and action plans to track, it’s important to have a well-crafted plan to ensure that every step goes smoothly, from pre-event planning to post-event review.

The following meeting planning tips will walk you through the process so you can plan and deliver on your next company event with confidence. Save time and effort and start planning faster with our free meeting planning templates.

Conference Plan Template

Conference Plan Template

If you’ve previously managed an event, you’ve likely created some sort of plan or to-do list of everything you need to do to make the event happen. However, you may not have created a comprehensive meeting calendar that is easy to track and collaborate with your team and stakeholders.

Annual Events Calendar // Event Plan Template Event Planner

No two encounters are the same. However, most major corporate events have the same core activities, even if the details differ.

Conference Plan Template

Yes, planning also requires planning. 😊 The pre-planning phase provides a solid foundation for planning the rest of the event.

So, before jumping into the logistics, find out key conference information such as target audience, event budget, and general program. If you need approval to proceed, your plan should take into account how long it will take to get it.

Conference Plan Template

The Event Planning Checklist Used By Top Event Planners

The Logistics Phase basically covers all the main activities that make up an event. You will spend the majority of your time, effort, and resources verifying event details, negotiating contracts, and securing vendors, entertainment, and services for your event.

Large corporate events such as conferences and trade shows require consistent communication of your point and brand. You should also promote it through various channels such as the event website, social media accounts, email, paid advertising and PR.

Conference Plan Template

Track and manage all of these communication efforts in event planning, so you can keep your promises. This makes it easy for everyone to join in the loop so there are no gaps.

Event Marketing Plan Template

The main indicator of your event’s success will likely be ticket sales (or registration if your event is free). It’s important to price your tickets correctly and monitor sales (or sign-ups) carefully so you can adapt your strategy as needed. For example, you may need to widen your initial price window or increase your advertising spend to meet sales targets.

Conference Plan Template

Big budget events require follow up with everyone who has a stake in the event. Here are some questions we wanted to discuss as a team.

Jot down important notes or plan adjustments while you’re away. For example, you can document why a task was delayed or over budget. This way, you can easily reference your takeout and use the lessons learned to better plan your next event.

Conference Plan Template

Professional Event Planning Checklist Templates ᐅ Templatelab

We’ve created a free meeting planning template that you can use to plan your next big event. It’s the perfect foundation to build on if you want to start your planning.

You are free to customize the template to fit the unique needs of your event. Whether you’re planning a conference, trade show or festival, we have the flexibility to accommodate large corporate events. You can use this template for:

Conference Plan Template

Meeting planning is the first step towards successful event planning. Let’s look at a few examples of how a conference planning template can be used to plan and manage corporate events.

Event Program Template Images

Get the most out of your meeting planner by viewing it as a Gantt chart, a visual timeline of the tasks in your plan. This format is useful for scheduling tasks and making sure everything works correctly across plans.

Conference Plan Template

Sometimes you need to perform one action before the next begins (eg prepare an event proposal before it’s approved; see example below). Dependencies ensure that actions always occur in the correct order, even if you move items.

Invite team members to your meeting plan and assign them to the tasks they need to do. It’s an easy way to make everyone aware of their role in making the event a success.

Conference Plan Template

Meeting Agenda Template: How To Run More Effective And Efficient Meetings

Allows you to keep important files and conversations in one place. Attach documents such as quotes, proposals, budget spreadsheets, supplier contact information and more! Use comments to communicate updates and collaborate with your team on all attempts to attend company events.

From the top navigation bar in Plan. This format provides an intuitive way to see how work stacks up for a given day, week, or month.

Conference Plan Template

This simple view gives you a clear view of the tasks you need to work on each day. This can be especially useful if you’re running multiple corporate events, as it gets all assigned tasks across projects. No more scrolling through emails or Excel spreadsheets to plan your daily to-do list!

Event Plan Template For Excel (free Download)

Ready to start planning your next corporate event? Use meeting plan templates from and save time on your project setup!

Conference Plan Template

With drag-and-drop simplicity, you can quickly and easily customize your templates. And because everything is online, the whole team can collaborate on activities in real time.

Sign up for a free account today and access our library of event planning templates and many more useful project templates. Get event planning templates for Excel or go for the best way to manage your projects online.

Conference Plan Template

Simple Board Meeting Agenda Schedule Template

Events are projects. It needs to be planned, executed and completed by a certain time and within a limited budget. A successful event requires an event plan that coordinates all the elements to come together properly.

We recommend starting with an event planning template. Our free event planning template in Excel also serves as a checklist for breaking down your event into stages and ensuring your event runs smoothly.

Conference Plan Template

However, when you open an event planning template in , you can manage your event in five views: Gantt, Kanban Board, Task List, Calendar, and Sheets. You can also invite your team and collaborate together in real time to keep your event running smoothly. Get started for free and manage your event planning better.

Free Strategy Meeting Agenda Template

An event plan describes the goals for your event and all the steps you need to take to achieve those goals. In that respect, it works a lot like a project plan.

Conference Plan Template

An event plan collects all the work needed to create an event from start to finish. There are resources to identify and manage, sites to select and rent, and more. Event planning is the first place to take all of these elements into account.

The structure of the event plan may vary. It can look like a to-do list, although it’s a bit more detailed. You can also design it as a timeline that displays all of your tasks arranged in chronological order. Either way is valid. A checklist-like format gives you room to add time estimates, and a timeline shows your entire project at once.

Conference Plan Template

Event Planning Templates

An event planning template serves as a repository for all the work that needs to be done for a successful event. Without a shared document that identifies the tasks to be completed, there’s no way to schedule them. If you don’t deliver your event within a reasonable timeframe, the chances of missing the deadline increase exponentially.

Event planning templates serve as organizational tools. Be it a small party or a business meeting, events are complex. Event planning templates help you stay organized and save time. After money, time is perhaps the biggest obstacle.

Conference Plan Template

Finally, free event planning templates in Excel help you pay attention to the little details that can make or break an event. If you don’t promote it, nothing will show up. People may get angry if there are no choices on the menu. Forgetting to include security, coat checks, or bellhops for those arriving by car will give you nightmares. Event planning templates ensure all bases are covered.

Joanna Kim’s Digital Event Planning For Distributed 2019 Template

Templates cover your base, but project management software provides the tools to plan and execute events. We organize all the steps leading up to your event and help you get together seamlessly. Use the project timeline to link tasks together and avoid critical delays. Stay on schedule by tracking costs and progress with real-time data. Try it free today!

Conference Plan Template

If you’re reading this, you’ve probably been assigned to create an event. Time to break out this event planning template. If you need to present your plan to stakeholders and your event will involve various departments in your organization, an event plan template is the first step.

Next, you can find out what your goals and objectives are for your event. This process should ideally start at 4-6 months.

Conference Plan Template

Planning Templates & Examples

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