Playbook Example
Corporate Event Planning
Who doesn't love a good corporate event, eating chips and dip with the folks that you already spend 1/3 of your day with? To make these sorts of events run smoothly, an established "best practices" guide would be helpful. (Nobody wants a party without the dip, or worse, only dip and no chips.)
Input:
This example playbook was created from this verbal description of the process:
Output:
The resulting playbook for this example is below.
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Corporate Event Planning
This playbook describes the procedural steps for planning a successful staff event or get-together to ensure positive morale, adequate food and activities, clear communication, and overall enjoyment for all attendees.
Step 1: Define Objective
Determine the purpose of the event, be it a celebration or a casual team-building gathering. Establish the goal and name the event accordingly.
Step 2: Set Budget
Consult with the executive team to establish a budget for the event. This will determine the scale of the venue, food, and activities.
Step 3: Choose Venue
Select an appropriate venue based on the objective and estimated headcount. Confirm its availability and choose a date that aligns with it.
Step 4: Plan Activities
Decide on the types of activities and entertainment that will be provided during the event, ensuring a mix that supports mingling and fits within the timeline.
Step 5: Arrange Food
Plan for food and catering, taking into account various dietary needs such as gluten-free, vegetarian, vegan, and kosher options.
Step 6: Send Invitations
Communicate details of the event with the team through formal invitations or calendar invites, specifying if families are welcome, and include RSVP instructions.
General Notes
Consider Weather
If the event is outdoors, have contingency plans for bad weather.
Dietary Needs
Survey the team for dietary restrictions ahead of time to ensure inclusive food options.
RSVP Tracking
Use a reliable system to track RSVPs and follow up with attendees for accurate headcount.
Post-Event Feedback
Consider sending a post-event survey to gather feedback for future events.
Playbook Example
The above example lets you see the editing, change tracking, and sanity checking functionality, while a regular shared playbook would be restricted to read-only. To get rid of this example's commentary, you can also just view this playbook.
This is just one example of the many types of documentation that can be written by PlaybookWriter. Here are a few other relevant (or maybe not relevant) examples:
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