Event Planning Checklist: A Free Template for Virtual and In-Person Events
Free step-by-step event planning checklist. Covers virtual events, ticketing, vendors, and day-of tasks. Download it or plan it free on Eventerprise.
Event planning 101: start here
- Why are you holding this event?
- Who is it for?
- How many people?
- What is the budget?
- In person, virtual, or hybrid?
- When?
- Who decides?
Event planning timeline
- 3 to 6 months out
- 1 to 2 months out
- 2 to 4 weeks out
- The week of
- Day of
- After the event
Virtual event checklist
Ticketing and outsourcing checklist
Free download: printable event planning checklist
Plan it free on Eventerprise
Frequently asked questions
- What should be on an event planning checklist? Your goal, budget, guest count, date, venue or platform, vendors, ticketing or registration, promotion, a run of show, day-of tasks, and follow-up after the event.
- How far ahead should I start planning an event? For most events, start 3 to 6 months ahead. Large events, weddings, and conferences often need more time. Small meetups can be planned in a few weeks.
- What is different about planning a virtual event? You trade the venue for a platform. You need to test tech with every speaker, plan for time zones, add captions, and have a moderator and a backup plan.
- Should I outsource ticketing? If you are selling paid tickets or expect a large crowd, a ticketing tool saves time on payments, check-in, and refunds. For a small free event, a simple registration form may be enough.
- Is the Eventerprise planner profile really free? Yes. You can create a free planner profile with no credit card.
