Step 1: Compile Pre-Event Materials

Social Event Checklist

Download Spreadsheet

Informative Event Checklist

Download Spreadsheet

Golden Ticket—Attendee Questionnaire

Advisor Brochure (Sample Template)

Risk Questionnaires

View Commonly Used Questionnaires

Menu of Services

Who to call at the Office

How to Mention an Upcoming Event

Projectors

Audio: Bose Speaker

Remote Laser

Microphones

Projector Screens

Logitech Presentation Remove

View resources for a different step in the event planning process:

Step 1: Compile Pre-Event Materials

A pre-event checklist and documents needed to begin preparing for your event.

Step 2: Set a Date + Get Support

Choose a wholesaler based on the vendor support type, coordinate dates & times.

Step 3: Choose a Presentation and Invitation

Browse pre-made presentation and invitation options by event type.

Step 4: Order Branded Gifts

Order small, branded gifts for participants who attend your event.

Step 5: Submit Reimbursements

Choose a wholesaler based on the vendor support type, coordinate dates & times.

Step 6: Post Event Essentials

Get follow up resources to your event, as well as new-client resources you may need.