Event Planning Project Management

This playbook provides a guide for selecting and utilizing project management tools to effectively streamline the planning and execution of an event. It outlines the steps for tool selection, setup, and use in an event planning context.

Step 1: Needs Assessment

Evaluate the scope, size, and complexity of the event to determine the requirements for the project management tools.

Step 2: Tool Research

Research various project management tools to identify which ones offer the necessary features and are within budget. Consider tools with capabilities such as task assignments, timelines, budget tracking, and collaboration features.

Step 3: Feature Comparison

Create a comparison table of the shortlisted tools to juxtapose their features, costs, user interfaces, and reviews from other event planners.

Step 4: Trial Period

Take advantage of free trials or demos offered by the tools’ providers to get a hands-on understanding of how they would fit with your event planning process.

Step 5: Tool Selection

Select the project management tool that best fits the event's needs, falls within the budget, and is user-friendly for the team.

Step 6: Team Onboarding

Train the event planning team on how to use the newly selected project management tool, focusing on the features that will be most utilized in the planning process.

Step 7: Setup & Customization

Set up the project within the tool with initial tasks, milestones, and deadlines. Customize the settings and preferences to align with the event’s workflow.

Step 8: Integration

Integrate other tools and apps with the project management software, if necessary, to create a seamless workflow for tasks such as email communication, document sharing, and time tracking.

Step 9: Execution & Monitoring

Use the project management tool to execute the event plan, continuously monitor progress, assign tasks, update the timeline, and manage the budget.

Step 10: Post-Event Review

After the event, use the project management tool to gather data and generate reports on the event’s success, team performance, budget adherence, and areas for improvement.

General Notes

Backup Plan

Ensure to have a backup plan in case of a technology failure, which may include offline alternatives or a secondary project management tool.

Continuous Learning

Encourage the team to provide feedback on the project management tool post-event, and be prepared to make changes in the next planning cycle to improve efficiency.