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.