There's a lot to consider when planning an event, so you should have an event management plan that includes everything you need to do.

A Checklist for the Planning of Corporate Events

This checklist for corporate event planning will assist you in getting started with your event planning. You can improve your event checklist by asking more questions. If you have any individual tasks or responsibilities, don't hesitate to add them.

The goals and objectives of the program

  • Why is your event important?
  • How will this event achieve its goals?
  • What are the revenue goals?
  • Are you targeting a particular group of people?
  • Is there going to be a large crowd?
  • What is the cost of ticketing?
  • What is the location of the event?
  • Make a schedule of events.

Budget for events

  • Estimate the cost of the project.
  • Consider using and adjusting an old budget if you've previously held similar events.
  • Can you tell me what kind of ticketing and registration software will be used?
  • Contributions from sponsors should be finalized.
  • Decide how much the tickets will cost

Time & Place

  • What is the date of the event?
  • Be prepared for any issues that may arise by having a backup.
  • Where would be the most suitable place to hold the event?
  • How many people do you expect to attend your event? Is the venue appropriate?
  • Choose infrastructure: Wi-Fi, capacity, bathroom, proximity to shopping & restaurants, etc.
  • A caterer can be hired.
  • Make sure you have the right equipment.
  • Is there anything you need in terms of security?
  • Is there a permit, license, or insurance you need?
  • Communicate with attendees through event signage and communication plans.

Also Read: What are the Key Elements of a Well-Executed Corporate Event?

A speakers' panel

  • Identify potential speakers.
  • List relevant speakers.
  • Prepare a pitch for speakers.
  • Speakers with pitches.
  • Organize travel and accommodations and finalize speaker selection.

The sponsors

  • Make a list of sponsors and what you can offer them.
  • Check similar events to see if there are any sponsors.
  • Contact potential sponsors.

The website

  • Sign off on the design.
  • Create a new site or update an existing one.
  • Ensure that the site is capable of handling the expected traffic.
  • Make your website mobile-friendly.

Advertising and marketing for events

  • What is your message?
  • Utilize digital tools and social media platforms to coordinate your efforts.
  • Online calendars can be added to the event.
  • Online ads and blog posts to promote the event.
  • You should remind all parties at least a month before the event.

In the final stages, finalizing

  • Dates and times
  • Catering
  • A list of speakers and scripts
  • Location
  • The equipment
  • Decorative items
  • The contract

Also Read: How to Select the Perfect Venue for Your Corporate Event?


Using project management software with the right event management features is important to coordinate and plan such a significant event. An automated alert system tracks costs and tasks in a common portal. In addition, it offers a collaboration and communication platform that reduces unnecessary emails. All your files are gathered in one place, and the software simplifies team reporting.