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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.