Before diving into logistics, ensure the paperwork and communication lines are solid.
Action Item | Done? | |
|---|---|---|
Contact sheet: Confirmed primary and secondary on-site contacts for the vendor. | ||
Insurance: Received current certificate of insurance (COI) covering the event dates. | ||
Final invoice: Agreed upon final headcount/order and received the final breakdown of costs. | ||
Payment schedule: Confirmed if a balance is due pre-event or post-event. | ||
Emergency protocols: Vendor has been provided with the event’s emergency contact and medical plan. |
This is often where the most friction occurs. Clear communication here prevents "bottlenecks."
Action Item | Done? | |
|---|---|---|
Load-in/out times: Exact window for arrival and departure. | ||
Loading dock access: Confirmed location, height clearances, and if a freight elevator is required. | ||
Security clearance: Provided vendor names for building security/gate access. | ||
Parking: Designated parking area for vendor vehicles (trailers, vans, etc.). | ||
Storage: Identified on-site space for vendor crates, empty boxes, or backstock. |
For events involving travel, coordination between the transport provider and the venue is key.
Action Item | Done? | |
|---|---|---|
Manifest verification: Final guest list provided to the transport vendor (shuttles, private cars). | ||
Pickup/drop-off zones: Designated "meet and greet" points at airports or hotel lobbies. | ||
Driver comms: Direct phone numbers for drivers or the dispatch desk. | ||
Signage: Physical or digital signage for vehicles/shuttle stops confirmed. | ||
Buffer times: Accounted for peak traffic hours between travel hubs and the venue. |
Action Item | Done? | |
|---|---|---|
Power needs: Specific wattage, outlet types, and locations confirmed. | ||
Connectivity: Wi-Fi login credentials or dedicated hardline (ethernet) provided. | ||
Testing schedule: Dedicated time for "sound check" and "tech run-through." | ||
File compatibility: Slide decks, videos, and music files tested on the vendor’s equipment. | ||
Operator positions: Location for the "tech table" or "front of house" (FOH) confirmed. |
Action Item | Done? | |
|---|---|---|
Dietary manifest: Final count of allergies and special meal requirements. | ||
Service timeline: Exact "food out" and "clear by" times for each session. | ||
Vendor meals: Confirmed quantity, location, and timing for vendor staff to eat. | ||
Waste management: Agreed upon who is responsible for trash removal and recycling. | ||
Water stations: Locations and refill frequency for attendee hydration. |
Action Item | Done? | |
|---|---|---|
Placement map: Floor plan provided showing exactly where banners/rentals go. | ||
Installation tools: Confirmed if the vendor provides their own ladders, tape, or rigging. | ||
Striking plan: Timeframe for decor removal immediately following the event. |
Action Item | Assigned To | Done? | |
|---|---|---|---|
Walk-through: Physical tour of the space with key vendors. | |||
Radio/comms check: Testing walkie-talkies or headsets. | |||
Schedule printouts: Providing "run of show" to all vendors. | |||
Sign-off: Final walkthrough to ensure no damage to the venue. |
Form Template Insights
Please remove this form template insights section before publishing.
The most critical insight for any event template is that time is a shared resource. If a decor vendor is still setting up table linens when the caterer needs to set the silverware, the schedule breaks.
A checklist acts as a technical audit. It ensures the physical environment can handle the vendor's equipment.
Large events often fail not because of a lack of skill, but because of a breakdown in communication.
When managing travel and hospitality, the "guest experience" must be seamless across different providers.
A sophisticated template doesn't just collect data before the event; it sets the stage for a review after the event. By asking for "estimated setup time" on the form, you can compare it to the "actual setup time" later to improve your planning for the next occasion.
Mandatory Questions Recommendation
Please remove this mandatory questions recommendation before publishing.