Event Planning Checklist for Hospitality & Tourism

Event Planning Checklist for Hospitality & Tourism

Free, customisable event planning checklist designed specifically for Australian hospitality & tourism businesses. Copy, customise, and automate - built by Harvard-educated experts.

15 min
Setup time
100%
Customisable
50+
Businesses served
Free
No cost

Setup Time

15 minutes

Complexity

intermediate

Tools

Asana, Mailchimp, Slack

Template

Copy this template and customise it for your business.

# Event Planning Checklist - Hospitality & Tourism

## Purpose
Begin 12 weeks before any business event to ensure nothing is missed and all vendors and logistics are coordinated.

## When to Use
A detailed event planning checklist covering venue, catering, speakers, marketing, registration, AV equipment, and post-event follow-up.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your hospitality & tourism business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Asana or Mailchimp)

---

## Event Planning Checklist

### 12 Weeks Out: Strategy & Venue (Owner: Event Coordinator)
- [ ] Event purpose, goals, and target audience defined
- [ ] Budget established with line items for venue, catering, AV, marketing, and contingency
- [ ] Date confirmed (checked against public holidays and competing industry events)
- [ ] Venue shortlisted, inspected, and booked with signed contract
- [ ] Venue capacity, parking, accessibility, and AV capabilities confirmed
- [ ] Event project plan created in project management tool with all deadlines

### 8 Weeks Out: Content & Speakers (Owner: Event Coordinator)
- [ ] Speakers or presenters confirmed with signed agreements
- [ ] Agenda or run sheet drafted with session times and breaks
- [ ] Speaker bios and headshots collected for marketing materials
- [ ] Presentation templates provided to speakers for brand consistency
- [ ] Panel discussion topics and moderators confirmed (if applicable)

### 6 Weeks Out: Marketing & Registration (Owner: Marketing Lead)
- [ ] Registration page live and tested with confirmation emails
- [ ] Event listed on website, social media, and relevant industry calendars
- [ ] Email invitations sent to target audience via mailing list
- [ ] Social media promotion schedule created (at least 3 posts per week)
- [ ] Early bird or discount codes configured and tested
- [ ] Reminder email sequence scheduled (4 weeks, 2 weeks, 1 week, 1 day before)

### 2 Weeks Out: Logistics (Owner: Event Coordinator)
- [ ] Catering confirmed with final menu, including dietary requirements collected from registrants
- [ ] AV equipment booked and tested (microphones, projector, screen, speakers)
- [ ] Name badges and attendee list printed
- [ ] Signage and banners ordered and delivery confirmed
- [ ] Photography or videography booked (if applicable)
- [ ] Volunteer or support staff briefed on their roles and responsibilities

### Day Of: Execution (Owner: Event Coordinator)
- [ ] Venue set up completed at least 2 hours before doors open
- [ ] AV tested with all presentations loaded and working
- [ ] Registration desk set up with attendee list, badges, and pens
- [ ] Catering delivery confirmed and set up in designated area
- [ ] Emergency procedures reviewed with venue staff
- [ ] Wi-Fi details available for attendees

### Post-Event: Follow-Up (Owner: Marketing Lead)
- [ ] Thank-you email sent to all attendees within 48 hours
- [ ] Post-event survey sent to capture feedback
- [ ] Photos and videos shared on social media and website
- [ ] Speaker thank-you notes or gifts sent
- [ ] Budget reconciliation completed - actuals vs planned
- [ ] Lessons learned documented for future events

---

**Complexity:** intermediate | **Setup time:** 15 minutes | **Tools:** Asana, Mailchimp, Slack

Note: This template has been tailored for hospitality & tourism businesses in Australia. Adjust terminology and compliance references to match your specific context.

How to Use This Template

Follow these steps to get the most out of this template.

1

Set up automation triggers to populate dynamic fields automatically using your existing tools

2

Save the customised version as a reusable template in your document management system

3

Copy the event planning checklist template below and paste it into your hospitality & tourism preferred tool or document

4

Schedule a quarterly review to update the template based on feedback and changing requirements

5

Train your hospitality & tourism team on when and how to use this template in their daily workflow

Customisation Tips

Make this template your own with these recommendations.

Adjust the tone and language to match your brand guidelines and audience expectations

Remove any sections of the event planning checklist that do not apply to your specific use case

Connect dynamic fields to your CRM or automation platform for auto-population

Add your company logo, colours, and branding elements where indicated

Frequently Asked Questions

Frequently Asked Questions

Need This Template Automated?

Let our Harvard-educated team build this into a fully automated workflow for your business. 50+ Australian businesses already trust Clever Ops.