ORGANIZING AN EVENT, STEP BY STEP, USING A ROADMAP

Organizing a corporate event typically spans several weeks (or months) and requires the full commitment of the responsible parties. Whether you are accustomed to planning events for your organization or not, one constant remains: the importance of referring to an action plan that ensures all aspects of an event project are covered. Lulu Events has thus designed a comprehensive roadmap to help managers succeed in their events.
Author
Lulu Events
Reading time
7 minutes

ORGANIZING AN EVENT, STEP BY STEP, USING A ROADMAP

Organizing a corporate event typically spans several weeks (or months) and requires the full commitment of the responsible parties. Whether you are accustomed to planning events for your organization or not, one constant remains: the importance of referring to an action plan that ensures all aspects of an event project are covered. Lulu Events has thus designed a comprehensive roadmap to help managers succeed in their events.
Author
Lulu Events
Reading time
7 minutes

ORGANIZING AN EVENT, STEP BY STEP, USING A ROADMAP

Organizing a corporate event typically spans several weeks (or months) and requires the full commitment of the responsible parties. Whether you are accustomed to planning events for your organization or not, one constant remains: the importance of referring to an action plan that ensures all aspects of an event project are covered. Lulu Events has thus designed a comprehensive roadmap to help managers succeed in their events.
Author
Lulu Events
Reading time
7 minutes

The work is divided into 6 key periods. This article provides detailed advice and information on the steps to follow, along with a downloadable checklist to track the progress of your project.

6 TO 3 MONTHS BEFORE THE EVENT: WHERE WHEN, LOW, AND ESPECIALLY WHY

The first phase of an event project consists of building the foundations on which the event will be based. It is crucial to consider key elements such as the choice of venue, the date, and the format to ensure maximum attendance.

The first question to ask should be:

What is the objective of the corporate event? In other words, what message do we want to convey to our guests?

The answer to this question will become the core of the event. All other elements added around it will be rooted in this core, starting with the concept.

 

DEFINE THE OBJECTIVE OF THE EVENT

  • Why are we holding a corporate event?

Ideally, the objective should be summarized in a simple sentence that illustrates the message to be shared with our target audience.

 

CHOOSE THE DATE OF THE EVENT

  • The date will depend on the type of event (annual party vs. product launch) and internal considerations of the organization (e.g., employees’ workload). Ideally, choose a weekday evening (weekends are reserved for family life).

 

ESTIMATE THE NUMBER OF GUESTS

  • Start with an estimate from a guest list. (e.g., we will send 200 invitations to our clients. We estimate that 150 people will attend.)

 

ESTABLISH THE VENUE AND CHECK AVAILABILITY

  • Start searching for a venue based on the date and location.

One of the first things to do is to check the availability of venues according to the client’s date. It is important to note that in corporate events, the date is often not flexible.

The size of the room is a very important factor. On the one hand, never aim for maximum occupancy to comply with laws and insurers’ requirements. On the other hand, avoid choosing a room too large for the number of guests. Nothing is more depressing than an empty-looking room.

 

DEFINE A CONCEPT

  • How can we convey the message we want to share with our guests?

 The concept should always be directly related to the company’s objective.

 

DETERMINE A PRELIMINARY BUDGET

  • Ideally, refer to an existing budget envelope (event projects).

Otherwise, it goes without saying that a precise budget must be set to cover the cost of the corporate event. This is imperative to be able to build the right concept while respecting the available resources.

 

DETERMINE THE TARGET AUDIENCES

  • For whom is this event being held? (Clients, employees, partners)

 

SEARCH FOR SPONSORS

If organizing an event for an NPO, you will need to:

  • Build a list of sponsors to contact and create a presentation dossier with an idea of the objective and concept.

For corporate events, there are very rarely sponsors.

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3 MONTHS BEFORE THE EVENT : THE VENUE, THE CORNERSTONE OF A CORPORATE EVENING 

THE VENUE

The venue of the event is the most important decision to make when creating a corporate evening. The concept of the evening is normally built around the venue, based on its constraints and possibilities.

There are 2 main types of rooms:

1. Pre-adapted event rooms, which come with all the furniture and sometimes even included services like a coat check or bar service. More expensive, these “turnkey” rooms have the advantage of simplifying the organizers’ lives.

 

2.“Empty shell” rooms, which are more affordable but require more management in terms of rentals (furniture, sound system, etc.).

 

When visiting the venue, consider:

  •  Taking several photos to plan the optimal placement of activities
  • The address of the main entrance (Is it easy for guests to access?)
  • The delivery address (Is it suitable for supplier needs?)
  • The available furniture and equipment (Are they included in the cost of the room? Is it more economical or simpler to rent them?)
  • The coat check (Is there a designated area for this? Is it managed by the venue or the tenant?)
  • The sound system (Is it suitable for our needs?)

 

SCENOGRAPHY AND 3D PLANS

Once the venue is found, it is also crucial to use scenography and have a three-dimensional rendering. This provides a clear and precise vision of the space and its potential. By conceptualizing the layout of the venue with 3D plans, the organizer can optimize space usage, create effective guest flows, and anticipate logistical challenges.

If these services interest you, do not hesitate to contact us to schedule an appointment with one of our experts!

 

ALCOHOL

As soon as alcohol is served at an event, a gathering permit from the RACJ must be requested. The Régie has up to 20 days from the date of receipt of the request to respond.

However, this period can be extended by 10 days if necessary.

For a gathering permit to be obtained in time for the event, the request must be submitted at least 15 days before the start of the event; it is suggested to submit it at least 30 days before the target date.

For any gathering permit request, documents will need to be consulted, filled out, or provided.

3 MONTHS TO 3 WEEKS BEFORE THE EVENT : NEEDS ANALYSIS AND LOGISTICS

During this third phase, the organizer must break down the concept across all departments.

 This is a period when the organizer is in direct contact with suppliers.

The work is divided into 2 areas: needs analysis and event logistics.

 

1 ‒ NEEDS ANALYSIS FOR EACH DEPARTMENT

By knowing the specific needs of the event, the organizer will approach caterers, entertainers, and DJs to discuss their services and request initial quotes.

  • Define the exact content of each activity (e.g., cocktail dinner style or Scandinavian appetizer)
  • Choose suppliers (Take 2 or 3 quotes maximum. Never take more than 3 quotes when clients make calls for proposals as it could be perceived as excessive supplier searching. Clearly explain expectations and ask questions to understand the proposed product.)
  • Create the run sheet (roadmap or minute by minute) and raise all questions regarding suppliers (e.g., call the venue to find out if there is a 220 outlet for the caterer’s rotisserie.)
  • Organize production meetings or calls with chosen suppliers.

 

2 ‒ LOGISTICS AND TECHNICAL ASPECTS OF THE EVENT

There will then be a back-and-forth between the organizing committee and the stakeholders to resolve numerous details.

For all types of events, this task is in the hands of a project manager. He organizes 30-minute calls with clients every week with agendas according to the schedule and then sends a report.

The important thing is to realize that all details are crucial for the success of an event.

Often, seemingly insignificant problems can derail an event: for example, a bad audio connection that renders the sound system unusable.

 

  • First thing to do: Create a timeline from the task list!** Place each task in time. This is the most important element as there are deliverables to respect in relation to suppliers.
  • Create a production folder from the first call with the client (It gathers all the event details in one place.) This is your working tool. Update it daily with project progress so that the entire team working on it is kept informed. It should be ready 2 weeks before the event.
  • Send a brief to suppliers: Event description, expectations, date, venue. Price adjustments according to final quotes.
  • Check the furniture and technical needs of the event (e.g., need for signage for the bathroom? Need for an extension cord for the sound system?)
  • Send invitations: Usually an electronic send. Plan reminders and other mentions of the event.

 

3 WEEKS BEFORE THE EVENT : FINAL ADJUSTMENTS

This fourth phase concludes our preparatory work. All details and specifics related to the upcoming event should be known, resolved, and documented.

  • Finalize contracts with suppliers (According to the number of confirmed guests.)
  • Check arrival times for suppliers (Create a delivery and pickup schedule.)
  • Create the run sheet (The precise schedule of the day: who does what on D-day.)
  • Team meetings on site (Summary of the evening, step by step, with the main suppliers. This on-site meeting also allows resolving technical questions we may have missed. For example, the size of the freight elevator door.)

 

3 DAYS BEFORE THE EVENT : MAKE REMINDERS TO ANTICIPATE PROBLEMS

During this fifth phase, the role of the organizing committee is to ensure everyone knows what to do and when. It is the conductor who must give the right instructions, as in a score.

The only way to avoid omissions and anticipate problems is to make reminders.

The golden rule? Check, recheck, and re-recheck!

  •  Conduct a complete review with the teams: Like a “dress rehearsal.”
  • Check delivery schedules: Last reminders with suppliers regarding the delivery address, time, and contact on site.
  • Arrange taxi numbers: When alcohol is present, it is the responsibility ‒ legally speaking ‒ of the organizing team to offer guests a safe way home. During the holidays, there are also associations that provide taxi services (e.g., Operation Nez Rouge)..

POST-EVENT: ANALYZE THE ENTIRE PROJECT AND WRITE THE REPORT

  • Create a post-mortem (A document that can be consulted in the future as a reference – brief description of the event, strengths, and weaknesses of the event…)
  • Debrief with decision-makers (In the case of a manager who organized an event for their company, they will debrief with the management team.)
  • Reconcile the final budget and send a thank-you email to all participating suppliers.
  • Take the opportunity to also thank the key players who contributed to the success of the corporate evening.

 

Take the opportunity to also thank the key players who contributed to the success of the corporate evening.

Creating a large-scale event is a daunting but also gratifying task for the organizer.

By referring to the downloadable checklist designed by Lulu Events, you will have all the tools to make your project a memorable moment.