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.

You can explore the various features by clicking on the "edit", "feedback", and "history" buttons.

John Doe 2024-02-08

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.

Is there a guideline or a set of questions to help determine the purpose of the event?

— PlaybookWriter

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.

What should be done if the executive team's proposed budget seems insufficient for the plan?

— PlaybookWriter

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.

How should one proceed if the preferred venue is not available on the chosen date?

— PlaybookWriter

Should there be multiple potential dates to consider for the event to align with venue availability?

— PlaybookWriter

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.

Could you provide examples of activities that have been successful in past events?

— PlaybookWriter

Is there a recommended duration for activities to ensure they fit within the event timeline?

— PlaybookWriter

Step 5: Arrange Food

Plan for food and catering, taking into account various dietary needs such as gluten-free, vegetarian, vegan, and kosher options.

Should there be a specific format or template for requesting dietary restrictions from the team?

— PlaybookWriter

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.

How far in advance should the invitations be sent out to the attendees?

— PlaybookWriter

What is the ideal response time to give attendees for RSVPs?

— PlaybookWriter

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.

General Feedback

What are the best practices for creating a contingency plan for bad weather during outdoor events?

— PlaybookWriter

What kind of system is recommended for tracking RSVPs effectively?

— PlaybookWriter

What questions should be included in the post-event survey to gather useful feedback?

— PlaybookWriter

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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