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Conference Planning Checklist3/7/2023
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Color
WBS Number
Task name / TitleAssigned to
Planned start date
Planned end date
Deadline
Progress (%)
Duration (hours)
Estimated hours
Time log (minutes)
StatusPriority
Task description
Cost
Actual cost
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18 Weeks Before Conference3/8/20233/18/20230560000
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1.1Open registration3/8/20233/9/20230800OpenMedium00
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1.2Make sure the information on registration form is consistent3/11/20233/11/20230800OpenMedium00
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1.3Initiate arrangements with caterer3/11/20233/11/20230800OpenMedium00
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1.4Design a PDF flyer3/11/20233/11/20230800OpenMedium00
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1.5Verify driving directions to be included in PR3/12/20233/12/20230800OpenMedium00
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1.6Send PR information to PR Coordinator3/13/20233/15/20230240000
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1.6.1release times3/13/20233/13/20230800OpenMedium00
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1.6.2
suggested text, including PDF flyer link
3/14/20233/14/20230800OpenMedium00
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1.6.3
Update social media with Conference details.
3/15/20233/15/20230800OpenMedium00
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1.7Confirm arrangements with presenter(s)3/18/20233/18/20230800OpenMedium00
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1.8Request presenter photo and bio for PR3/18/20233/18/20230800OpenMedium00
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26 Weeks Before Conference3/20/20233/26/202320400000
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2.1Promote weekly via PR Coordinator on relevant listservs and social media3/20/20233/21/20230800OpenMedium00
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2.2Request giveaways, folders, emergency kit3/21/20233/21/20230800OpenMedium00
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2.3Photocopy all registration checks3/22/20233/22/20230800OpenMedium00
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2.4Keep copies of all receipts, bills, and contracts.3/25/20233/25/2023100800OpenMedium00
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2.5Make sure committee registers3/26/20233/26/20230800OpenMedium00
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34 Weeks Before Conference3/27/20234/2/20230400000
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3.1Confirm arrangements with venue3/27/20233/29/20230240000
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3.1.1technology3/27/20233/27/20230800OpenMedium00
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3.1.2parking hours3/28/20233/28/20230800OpenMedium00
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3.1.3etc.3/29/20233/29/20230800OpenMedium00
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3.2Continue promotion, monitor registration.4/1/20234/1/20230800OpenMedium00
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3.3Develop evaluations4/2/20234/2/20230800OpenMedium00
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42 Weeks Before Conference4/3/20234/9/20230400000
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4.1Continue promotion, monitor registration4/3/20234/3/20230800OpenMedium00
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4.2Confirm committee assignments4/4/20234/4/20230800OpenMedium00
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4.3Prepare print agenda, evaluation form, receipts, and other handouts.4/5/20234/5/20230800OpenMedium00
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4.4Purchase thank you gifts4/8/20234/8/20230800OpenMedium00
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4.5Make sure attendees have good directions4/9/20234/9/20230800OpenMedium00
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51 Week Before Conference4/10/20234/19/20230640000
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5.1Give final count to caterer4/10/20234/10/20230800OpenMedium00
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5.2Finalize details with presenter(s)4/11/20234/11/20230800OpenMedium00
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5.3Purchase water, breakfast, and snack items4/12/20234/12/20230800OpenMedium00
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5.4Print nametags, signage, and list of names of registered attendees4/15/20234/15/20230800OpenMedium00
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5.5Assemble folders or information packets4/17/20234/18/20230160000
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5.5.1agenda4/17/20234/17/20230800OpenMedium00
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5.5.2evaluation form4/17/20234/17/20230800OpenMedium00
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5.5.3Wi-Fi password4/17/20234/17/20230800OpenMedium00
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5.5.4other handouts4/18/20234/18/20230800OpenMedium00
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5.6Print list of attendees for registration table checklist4/19/20234/19/20230800OpenMedium00
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6Day of Conference4/22/20234/30/202310560000
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6.1Double-check technology and Wi-Fi4/22/20234/22/20230800OpenMedium00
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6.2Set up signage4/23/20234/23/20230800OpenMedium00
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6.3Set up registration table, folders, and giveaway table4/23/20234/23/20230800OpenMedium00
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6.4Make sure coffee service and morning catering is set up4/23/20234/23/20230800OpenMedium00
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6.5Check off attendees4/24/20234/24/20230800OpenMedium00
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6.6Introduce Conference, any housekeeping items, and introduce speaker4/25/20234/25/20230800OpenMedium00
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6.7Photograph throughout day for newsletter4/26/20234/26/20230800OpenMedium00
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6.8Encourage return of evaluations4/29/20234/29/20230800OpenMedium00
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6.9Distribute giveaways and any door prizes4/30/20234/30/20230800OpenMedium00
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6.10Distribute thank you gifts or checks to presenter(s)4/30/20234/30/2023100800OpenMedium00
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7After Conference5/1/20235/9/20230560000
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7.1Complete final Activity Budget Proposal and Expense Report5/1/20235/1/20230800OpenMedium00
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7.2Pay any outstanding expenses.5/2/20235/2/20230800OpenMedium00
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7.3Collect and analyze evaluations. Share with planning committee5/3/20235/3/20230800OpenMedium00
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7.4Send copy of evaluation to presenter(s)5/6/20235/6/20230800OpenMedium00
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7.5Send thank you note presenter(s)5/7/20235/7/20230800OpenMedium00
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7.6Include a summary of Conference5/7/20235/7/20230800OpenMedium00
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7.7Follow up on any potential new members5/7/20235/7/20230800OpenMedium00
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7.8Request PowerPoint slides or documents from presenter(s)5/8/20235/8/20230800OpenMedium00
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7.9If you used electronic evaluations, re-send link to participants and give a deadline.5/9/20235/9/20230800OpenMedium00
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