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Event planning checklist, step by step

8 min read · Updated 7 October 2026

A successful event is really a long list of small things done on time. Here is the list, split into stages, for a conference, gala or expo of 200–2,000 attendees.

3 months before

  • Date, venue and capacity confirmed in writing
  • Budget, with ticket prices and the break-even point
  • The event website, with a provisional agenda
  • Ticket types: early bird, standard, VIP, invitations
  • Payment processor account active and tested

A month before

  • Speakers and final agenda published on the site
  • Partners, with logos and a page
  • Guest list imported and invitations sent
  • First email campaign to those interested
  • Invoicing set up, so nothing is done by hand

A week before

  • Number of entrances, worked out from the arrival peak
  • Volunteers chosen, with scanning accounts and a short briefing
  • Practical info email: access time, address, parking
  • Access list by day or area, if needed

The day before

  • Scanning devices charged and synced
  • Ticket re-sent to all attendees
  • A test scan on a real ticket
  • A plan for special cases: forgotten tickets, wrong names

On the day

  • Check-ins followed live
  • Volunteers moved to wherever a queue forms
  • Walk-ins registered at a separate point

After the event

  • Thank-yous and materials sent to attendees
  • Sales and attendance report exported
  • Invoices and documents checked
  • Lessons for the next edition, while they are fresh

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