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Event Planning Worksheet4/6/2023
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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
Predecessor
Cost
Actual cost
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18 weeks or more prior to the event:4/9/20234/23/20230880000
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1.1Investigate possible dates for the program.4/9/20234/9/2023080000
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1.1.1Check Calendar for all events4/9/20234/9/20230800OpenMedium00
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1.2Reserve the necessary facilities, including rain location.4/10/20234/10/20230800OpenMedium00
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1.3Review your budget4/11/20234/11/20230800OpenMedium00
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1.4Request a sample contract4/12/20234/12/20230800OpenMedium00
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1.5Allocate resources4/13/20234/13/20230800OpenMedium00
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1.6Meet with your advisor4/16/20234/16/20230800OpenMedium00
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1.7Develop a marketing plan4/17/20234/20/202303200100
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1.7.1Collaborative opportunities4/17/20234/17/20230800OpenMedium00
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1.7.2
Obtain necessary quotes on printing and other services
4/18/20234/18/20230800OpenMedium00
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1.7.3
Design and order printed publicity pieces
4/19/20234/19/20230800OpenMedium00
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1.7.4Reserve information tables4/20/20234/20/20230800OpenMedium00
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1.8Obtain sample catering menus4/23/20234/23/20230800OpenMedium00
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26-8 weeks prior to the event:4/23/20235/7/2023088001.700
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2.1Obtain all signed contracts4/23/20234/23/20230800OpenMedium00
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2.2Contracts, vendor invoices, etc.4/24/20234/24/20230800OpenMedium00
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2.3Order printed publicity (posters, table tents, etc.)4/25/20234/25/20230800OpenMedium00
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2.4Order A/V equipment4/26/20234/26/20230800OpenMedium00
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2.5Review facility policies regarding programs, noise, food, and special situations4/27/20234/27/20230800OpenMedium00
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2.6Regarding special needs4/27/20235/4/20230480000
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2.6.1electrician4/27/20234/27/20230800OpenMedium00
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2.6.2security4/30/20234/30/20230800OpenMedium00
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2.6.3additional staffing required5/1/20235/1/20230800OpenMedium00
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2.6.4rented equipment5/2/20235/2/20230800OpenMedium00
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2.6.5grills5/3/20235/3/20230800OpenMedium2.6.400
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2.6.6balloons/helium5/4/20235/4/20230800OpenMedium00
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2.6.7amplified sound5/4/20235/4/20230800OpenMedium00
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2.6.8special staging5/4/20235/4/20230800OpenMedium00
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2.7Order any additional equipment/materials5/7/20235/7/20230800OpenMedium2.6.800
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2.8Submit event information5/7/20235/7/20230800OpenMedium00
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2.9Place order with the caterer5/7/20235/7/20230800OpenMedium00
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35-6 weeks prior to the event:5/8/20235/10/2023024002.900
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3.1Submit printed publicity for posting5/8/20235/8/20230800OpenMedium00
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3.2Submit reservation for table tents, if applicable5/9/20235/9/20230800OpenMedium00
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3.3Confirm reservation of information tables5/10/20235/10/20230800OpenMedium00
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44 weeks prior to the event5/14/20235/16/20230240000
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4.1Review the budget5/14/20235/14/20230800OpenMedium00
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4.2Recruit volunteers for all aspects of upcoming event5/15/20235/15/20230800OpenMedium00
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4.3Request any necessary checks5/16/20235/16/20230800OpenMedium00
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52 weeks prior to the event5/16/20235/21/20230320000
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5.1Discuss any needed changes in room configuration5/16/20235/16/20230800OpenMedium00
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5.2Finalize necessary security/staffing arrangements5/17/20235/17/20230800OpenMedium00
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5.3Review all necessary confirmations5/18/20235/18/20230800OpenMedium00
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5.4Meet with advisor for an update on your progress5/21/20235/21/20230800OpenMedium00
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5.5Review any special rules5/21/20235/21/20230800OpenMedium00
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61 week prior to the event5/22/20235/28/20230400000
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6.1Contact the contractors to confirm all event details5/22/20235/22/20230800OpenMedium00
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6.2Determine who is meeting the entertainment/guest5/23/20235/23/20230800OpenMedium00
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6.3When, and where Provide maps/directions as needed5/24/20235/24/20230800OpenMedium00
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6.4Review all responsibilities5/25/20235/25/20230800OpenMedium00
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6.5Make final arrangements5/28/20235/28/20230800OpenMedium00
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6.6Make any final catering arrangements5/28/20235/28/20230800OpenMedium00
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7Day before the event5/29/20235/31/20230240000
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7.1Pick up vendor(s) check(s)5/29/20235/29/20230800OpenMedium00
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7.2Make any final purchases5/30/20235/30/20230800OpenMedium00
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7.3Determine who will introduce the entertainment/guest5/31/20235/31/20230800OpenMedium00
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8Day of the event6/4/20236/8/20230400000
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8.1Responsible party to meets with caterer, vendors, speaker, entertainer6/4/20236/4/20230800OpenMedium00
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8.2Decorate/prepare room as appropriate6/5/20236/5/20230800OpenMedium00
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8.3Don’t forget the check(s)6/6/20236/7/202301600OpenMedium00
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8.4Enjoy the event!6/8/20236/8/20230800OpenMedium00
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9After the event6/11/20236/13/2023024008.400
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9.1Clean up the area6/11/20236/12/202301600OpenMedium00
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9.2Facility shutdown6/13/20236/13/20230800OpenMedium00
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101-2 days after the event6/14/20236/20/2023040009.200
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10.1Complete an event profile6/14/20236/14/20230800OpenMedium00
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10.2File notes with the event profile6/14/20236/14/20230800OpenMedium00
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10.3Submit any final receipts for payment6/15/20236/15/20230800OpenMedium00
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10.4Send thank-you notes to anyone who helped6/18/20236/18/20230800OpenMedium00
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10.5Ensure there were no problems6/19/20236/19/20230800OpenMedium00
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10.6Make sure all contractors/vendors have received payment6/20/20236/20/20230800OpenMedium00
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