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7 Steps to Get You Started with Event Planning

In business, every event is an important event. Whether it be an annual conference, training seminar, or product launch, your events can boost your company's sales and success.


You shouldn’t have to spend your valuable time stressing about all the details. Having a solid plan in place guides you through every step of the process so that your event will be everything you want it to be, and more. Here are the 7 steps we have found to make planning your event as stress-free as possible.


Below are the steps to planning a successful event.


STEP 1: Identify the Type of Event.


What type of event are you hosting? Is it a training event, community-building event, fundraising event? Is it a free event to build your following? Is it an “enrollment event” where you plan to upsell attendees into a VIP program, or is this a “fulfillment event”, delivering on something that you have already sold? How many attendees do you plan on having? Who is your ideal audience? The list goes on and on

STEP 2: Set Your Goals and Strategy


Knowing your goals helps you to measure the success of the event later on. Download our FREE Workbook: Setting Goals for Your Event



STEP 3 – Design the Event.


This is the most time-consuming, detail-oriented part of the process, and when done properly, will set you up for success. Knowing your audience and the number of attendees, you can start looking at the venues of your event and identify all of the vendors you will need. Then you can create a timeline and assign (or hire) a team to handle the evening planning tasks. Set a budget to keep you on track. Do you want sponsors to help offset the event costs?


STEP 4 – Brand the Event.


Now for the fun part. Choose a theme that is exciting and will drive attendance. Create a logo and tagline. Show how your event is unique. Choose high-profile speakers within the niche that will drive attendance. Highlight why your event is unique. Booking the perfect emcee will keep your event on track and your guests entertained.



STEP 5 - Drive Attendance.


Some events host a series of pre-event interviews with speakers to build excitement. Promote your event on your website, social media, and email marketing list. Give speakers a swipe file with banners and blurbs for them to promote the event as well. You may wish to hold a free online challenge to prove value and interest pros