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Create Flawless Events with a Detailed Timeline Plan
When planning an event, on of the most important things to do is create a detailed event timeline. Creating a detailed event timeline is like crafting a roadmap for your celebration, ensuring every moment is memorable and stress-free. It’s something that should be set up to create a successful progression of the day, leaving your guests thinking they would never miss another of your hosted events. If you’re unsure of how to go about creating a timeline, let me help you get started.
The timeline of an event acts as a compass guiding you through tasks, milestone and deadlines for your event. It’s structured chronologically to bring order to the chaos of event details, making sure nothing falls through the cracks or is forgotten.
We’ll help you navigate through the intricate layers of even planning timelines, giving you actionable steps from beginning to end. From brainstorming to the flawless day-of execution, we’ll provide you with guidance to help you nail your next event no matter how big or small. Once you get your first timeline under your belt, every one after will come with more ease.
What is an Event Timeline?
First things first, what is an event timeline? An event timeline is like a checklist, in chronological order, of all the steps involved in planning an event. Depending on the length of planning, it could encompass up to 12 months or more prior to the day of the event. The length of time your timeline accounts for varies depending on what your event is and its size. For smaller events, your timeline may only be a month or two long. For larger events with a greater number of guests, the event timeline is closer or even longer than 12 months.
Understanding the Importance of an Event Timeline
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Planning an event is like taking multiple small journeys with one connecting destination. Following each path at the same time. You’ll need to make sure to stay on task while enduring each mini journey – switching when necessary and returning with understanding where you are so you can continue as you move along each path toward your destination. It’s impossible to navigate each path successfully without a map detailing where you are and where you’re going. The same is true for event planning. Creating a timeline of every path and step of the event, in the right order, is essential to creating a successful and memorable event.
Creating an event plan timeline can help ensure that you:
- Complete each task associated with planning an event, not leave anything out or forget anything. Such as:
- Setting deadlines
- Creating a concept and choosing a theme
- Managing a budget
- Allocating tasks
- Planning and gathering supples
- Researching and booking a venue
- Researching and booking vendors (caterers, florists, entertainment, etc)
- Guests lists
- Technology needs
- Choose and confirm your team of helpers/voluteers
- Speakers/special guests
- Room layout/seating charts
- Day of process
- Stick to your event budget, the overall budget and within each category.
- Meet all event deadlines, including ones for booking vendors, the venue, catering, entertainment, and any other services you may need to hire or contract for the event.
- Coordinate your team of people and activities so they’re ready at the right time.
- Collaborate effectively with contractors/vendors so everyone is on the same page for each stage of the event.
- Have enough time to add any necessary items or change anything, without negatively impacting the event.
- Have enough time to deal with any problems that may arise so they don’t affect the success of the event.
- Ensure the day of the event will go off smoothly and allow you to enjoy it without stress or worry.
This may seem like a daunting task, but creating and following a timeline can make planning your event easier, no matter how big or small the event is. The timeline acts as your guide to follow along each path and ensures you don’t leave out or forget any important details as you travel along.
Breaking Down the Planning Process
Every event contains phases, stages, or main sections. Whichever way you look at it, these are the areas where you’ll be planning within to create the timeline best suited for your event. Those phases are:
The Pre-event
This portion contains all of the research and decision making for each area of the event. This includes:
- Defining event goals and objectives
- Clearly state the reason for hosting the event, desired outcomes, and target audience.
- Establish measurable goals to track the event’s success.
- Selecting a date
- Choose a suitable date, keeping in mind availability, season and other potential conflicts (Of course pleasing everyone is impossible, choose the best date you can and stick with it.)
- Event concept and theme
- Consider the type of atmosphere you want to give your guests and the emotions you want to evoke. Create a concept and choose a theme that will accomplish this.
- Brainstorm
- Give yourself time to be creative and brainstorm what your vision for this event will look like. Create a vision board to get all of your ideas down in one place.
- Create a detailed budget
- Allocate funds as an overall budget (encompassing all areas in one large amount).
- Then break the funds down to each area of the event such as venue rental, catering, marketing, staffing and more.
- Assemble your team/volunteers
- Identify key roles you’ll need during your event and choose people you know will get the job done efficiently and effectively and assign responsibilities.
- Clearly defined roles and responsibilities for each team member/volunteer.
- Researching and choosing a venue (if not at your home)
- Find a venue/location that aligns with your event needs, capacity, and budget.
- Researching and deciding on vendors
- Choose vendors for catering, entertainment, decorations, etc.
- Review costs, timelines, and important dates and deadlines as part of the selection process.
- Secure pricing and terms with each vendor, confirming and relaying last minute choices if necessary.
- Event design
- Design the event space, layout and seating. Keeping flow and accessibility in mind.
- Develop an Event Day timeline, including speakers, activities, food service, and breaks.
- Identify any potential issue backup plans (If certain things tend to happen or could possibly happen, make a contingency plan for them – this could be things like weather or rowdy guests).
- Create guest list.
- Develop a list of all guest you plan to invite.
- Develop ideas for award/gift items
- Investigate costs and order.
- Develop a marketing plan (Create a strategy and decide what channels you’ll use to communicate to Guests)
- Create a theme and use it throughout your communication items (invites, programs, signage, social media, website, etc).
- Rehersals
- If it’s necessary for your event, plan rehearsals so all parties know exactly what they are doing and when. This will allow you to iron out any issues beforehand, so the event runs smoothly.
- Communication and confirmation
- Regularly communicate important information to your team through email or event management software.
- Regularly communicate important information to guests through email or your event website.
- Send reminders to guests regarding event details including date, time, and location.
- Considerations
- If there are any other considerations you might need to take into account for your event like dietary needs, physical needs, etc., be sure to plan for them to keep things running smoothly.
Event Itself
- Event Setup
- Ensure the venue is properly decorated, equipment is set up, and all necessary materials are on-site.
- Day-Of Management
- Coordinate team/volunteers, address any issues that pop up, monitor the flow of the event and manage the event for guest experience.
- Contingency plans
- Develop back up plans for potential issued like weather changes, speaker cancellations, technical difficulties, or overly rowdy guests.
- Compliance
- Ensure you are complying with any local regulations regarding permit, safety standards, and accessibility.
- Communication
- Be sure to maintain clear and consistent communication with your team, vendors, and guests throughout the event.
Post-Event
- Collect feedback about your event, whether its how you saw it or getting feedback from your team and guests (this will help you with the next event you host if you know what went well and what didn’t)
- Send thank-you notes to guests for sharing their time and review vendors for their service.
A few notes on Event Timelines
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An event planning timeline can be as simple or as detailed as you choose. However, the more detailed you are with your timeline, the more useful it will become. It may take longer to complete a detailed timeline, but those extra moments spent planning will save you time and stress when your event gets underway. Here are a few more tips for building an effective and successful timeline:
Add Anchor Points
Anchor points are the non-negotiable things in a timeline that must be completed at a specific time. This could include booking a venue, paying deposits for vendors, or confirming your team of helpers and their duties. These are items that must be completed on or before a certain date. They are not flexible and are not in your control.
These anchor points are beneficial in giving you guidelines that help you create a timeline that’s logical, consistent, effective, and successful.
Take into Account Vendor Timelines
Vendors, venues, suppliers, and other contractors have their own timelines, which you’ll need to take into account when preparing your timeline. This requires and in-depth exchange of information when interviewing, hiring, and further communicating with contractors. Exchange timelines to make sure you can fit each timeline together effectively. For example:
- For vendors providing music at your event, how long do they need to set up equipment and perform sound checks?
- For catering, how much time will they need to unload your order? How does this mesh with your timeline of getting the items to where they need to be at the venue? What deliver time can you arrange that works for both of you?
- If your event is a seated banquet, how long will it take the cater to prepare and serve each course?
- If you’re having flowers delivered for decorations or use within the event, how long will the florist need to set up all the decorations and what other equipment will you need to keep important arrangements fresh for the event?
Do this for any other vendors, contractors that are involved that may take time to set up, deliver, or otherwise need time within your timeline.
Interviewing and hiring vendors is part of the beginning stages of your event checklist, meaning some parts of your timeline won’t be complete until you’ve first completed this first stage.
Schedule in Cushion Times
No matter how detailed your event timeline is, there will always be a risk of something happening that you are unable to account for:
- Your speaker/special guest cancels two weeks from your event.
- A vendor you’ve contracted for the event may unexpectedly go out of business or is late.
- One of your team members forgets to do something.
- The weather unexpectedly changes the day of the event and you need time to move from outside to inside.
Problems are bound to arise during planning and possibly throughout the event itself. It’s how we deal with them that makes the event successful or not. Allowing for some cushion in our timeline allows you to adjust when things happen and you can still keep with the flow of the timeline. The best way to do this is to add in cushion times at the end of each major planning milestone. As the timeline gets closer to the day of the event, the buffer times will get shorter. For example: six-month mark, you may give yourself a cushion of two weeks. The three-month mark, you may give yourself about a week, and the one month mark, you may provide a few days.
Your timeline is set and fits for you, so deciding how much time to provide for a cushion is completely up to you. If you don’t feel you’ll need as much time at specific points, then put what you feel is right for you.
Delegate Tasks Efficiently
Even a smaller event, not to mention large events need a team behind the host to assist with creating a successful event that creates memories and allows all parties to relax and have a good time. That includes the host and his/her team.
Finding the right team members to assist in your event preparation may take some time. Think about the responsibilities that you will be delegating to others and who would best fit to assist with those tasks. I would advise not choosing someone just to put someone in that position and if you have no choice, make sure they have what they need to be successful in the position. Guide them in what your vision is and if necessary find resources to help them complete their tasks with success.
Keep communication open throughout the process for any questions or concerns. Which leads me into my next topic… technology tools.
Using Technology and Tools
Utilizing technology can assist you in keeping contact with your team and vendors through project/event management software. Some will allow you to keep track of team tasks as well as communicate through the software allowing you to keep everything in one place while working to create a successful event with stress-free ease.
Revisiting and Refining Your Timeline
You’ve been planning and working on your event timeline, you feel you’ve got all your items in place and are working through it with ease. The thing is, you should always take some time at the very least halfway through your timeline to revisit it. Have you met all of the nonnegotiable deadlines to date? Are you on track to meet those that are coming up? Is there anything that needs updating from the first half of your timeline journey?
Take a look at your budget and see how it’s fairing since the start of your event planning process. Will you need to add to it? Are there areas where you didn’t use as much as was planned and can adjust to give other categories a bit more? Checking your budget will give you an idea of where you’ve spent more money and if anything needs adjusting to make up or provide extra to make the experience even more special.
This check also allows you to reassure yourself that things are going as planned if no adjustments are needed. Relieve some of the stress by keeping an eye on the budget and adjusting when needed. If you don’t look at it once in a while, you may not realize you overspent in a category or underspent in another so you can move things around to get that special item you’ve been eyeing for a bit. Keep your goals in mind as you review your budget and move forward.
Celebrating Milestones Along the Way
Give yourself the ability to celebrate milestones along the way. Planning and hosting an event is not always easy and if this particular event requires a longer timeline process, allow yourself to celebrate the small wins you achieve as you move forward.
This could be a relaxing glass of wine, some time to read a book, or just a day out without thinking about event items. I am a huge advocate on taking breaks when needed to not become overwhelmed and stuck in motion constantly. Your mind and body need breaks to reset, and sometimes that break helps with getting your thought process back on track. There have been many times I was stuck trying to find a solution to a problem and stepping away for a bit helped. The time I got to relax my mind and look at the problem from a different angle allowed me to create the perfect solution the problem when returning to the flow. So celebrate your wins, and take breaks when needed.
Celebrating these wins will also motivate you to continue along when you come back, because you’ve taken some time to yourself, to relax, and think about something other than the event that is taking up most of your free time. Creating a successful event requires you to stay stress-free and relaxed even as issues pop up. Scheduling in some self care will keep you calm, and ready to tackle whatever comes your way.
Sample Timelines: 6 month & 12 Month
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6 Months
- Create an event team and assign Responsibilities
- Define event objectives and goals
- Develop event concept and theme
- Establish budget and funding sources
5 Months
- Select and book venue
- Create your guest list
- Decide all Paper Items (Invitations, programs, etc)
- Plan your entertainment
- Choose your vendors
- Meet with your team
4 Months
- Send out save the dates (if applicable)
- Finalize all vendors
- Draft Event Material (invitations, etc)
3 Months
- Arrange suppliers and vendors
- Finalize guest lists
- Confirm catering menu
- Determine any security/safety needs
2 Months
- Mail and send invitations
- Approve Finals of paper materials (programs, labels, etc)
- Create DIY Items
- Venue Walkthrough
- Coordinate accommodations and transportation
- Begin seating chart
1 Month
- Finalize guest list
- Send any remaining printed material to printer (programs, labels, place cards, etc)
- Confirm photographer/videographer and send shot list
- Finalize seating chart
- Develop any cue sheets for technical crew
- Event day team duties
- Send out reminders
- Rehearsal and meeting with team
1 Week
- Late RSVP’s revisions (some people love to be late)
- Vendor confirmations
- Complete DIY items
- Meet with team
- Arrange tip envelopes for event staff
- Finalize accommodations & transportation
Day of Event
- Arrive/rise early for venue setup(if your able do this the day before, do so)
- Event staff run through
- Review accessibility Requirements
- Oversee the event flow and timeline
- Address any last-minute issues and changes
- Tip event staff
Post-Event
- Review event success
- Send thank you’s
- Review vendors/venue
12 Months
- Create an event team and assign responsibilities
- Define event objectives and goals
- Develop event concept and theme
- Establish budget and funding sources
11 Months
- Research venues and vendors
- Create event website and registry (if using)
- Meet with your team
10 Months
- Research Invitations
- Research Transportation
- Research and choose event attire
- Take a break from event items and relax
9 Months
- Purchase/rent event attire
- Plan your entertainment
- Start guest list
8 Months
- Decide on decor for event
- Book florists/decorator
- Book venue and vendors
- Decide all paper products (invitations, programs, etc)
7 Months
- Create music list
- Create shot list for photographer
- Order decorations
- Arrange day of accommodations and transportation
- Send out Save the Date (if applicable)
- Take a break from event items and relax
6 Months
- Finalize menu with caterer
- Start working on event day timeline
- Meet with your team
- Research and meet with Hair and makeup artists
5 Months
- Confirm all vendors
- Send out invitations
- Approve final paper materials (programs, labels, etc)
- Finalize event day timeline
- Choose desserts
4 Months
- Choose and purchase attire accessories
- Book hair and makeup artists
- Plan photoshoot/shot list to photographer
- Send any remaining printed material to printer (programs, labels, place cards, etc)
- Take a break from event items and relax
3 Months
- Finalize RSVP Guests
- Finalize accommodations & transportation
- Choose guest favors (if applicable)
- Write speeches
2 Months
- Attire fittings (if applicable)
- Finalize seating charts
- Gather any necessary documents
- Develop any cue sheets for technical crew
- Meet with team (event day team duties)
- Late RSVP’s revisions (some people love to be late)
1 Months
- Pay vendors
- Final fittings
- Send out reminders
- Rehearsal and meeting with team
- Take a break from event items and relax
1 Week
- Complete DIY items
- Meet with team
- Arrange tip envelopes for event staff
Day of Event
- Arrive/rise early for venue setup (if your able do this the day before, do so)
- Event staff run through
- Review accessibility Requirements
- Oversee the event flow and timeline
- Address any last-minute issues and changes
- Tip event staff
Post-Event
- Review event success
- Send thank you’s
- Review vendors/venue
Wrapping Up
Event planning timelines are the backbone of any successful event. They provide stability and guidance through the stress induced chaos of planning an event. It ensures you stay on track with your goals, tasks, and complete all of the stages of your event in chronological order, providing the steps necessary to create a memorable and successful event everyone will love.
When planning an event, how do you relax and recharge during the process? Or do you plunge right thought to the end without stopping? Let me know your thoughts and happy planning!
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