Your Pre-Event Vendor Coordination Checklist

1. General Vendor Administration

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.

2. Logistics, Load-In & Access

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.

3. Travel & Transport Coordination

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.

4. Technical & AV Requirements

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.

5. Catering & Hospitality Logistics

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.

6. On-Site Signage & Decor

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.

The "Final 24-Hour" Check

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.

Detailed insights on the pre-event vendor coordination checklist Template

1. The principle of synchronized timing

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.

  • The buffer zone: Effective forms ask for "ready-by" times rather than "start" times. This ensures that if a vendor finishes late, there is still a gap before the guests arrive.
  • The departure sync: Coordination isn't over until the venue is empty. The checklist must capture "Strike" (clean-up) times to ensure the venue is returned in its original state.

2. Infrastructure and capacity mapping

A checklist acts as a technical audit. It ensures the physical environment can handle the vendor's equipment.

  • Power loading: By collecting specific wattage or amperage needs, you prevent a total power failure during a keynote or dinner.
  • Spatial awareness: For travel and transport, this involves "turning circles" and "clearance heights." Knowing the physical footprint of a vendor’s setup prevents blocking emergency exits or guest pathways.

3. The communication chain of command

Large events often fail not because of a lack of skill, but because of a breakdown in communication.

  • On-site accountability: The checklist identifies the "person in charge" (PIC) for each vendor. This person must have the authority to make immediate decisions without calling a head office.
  • Emergency contact routing: The form should establish how a vendor reports an issue (e.g., a broken glass or a spilled liquid) so the right cleaning or maintenance crew can respond instantly.

4. Service level consistency

When managing travel and hospitality, the "guest experience" must be seamless across different providers.

  • Uniformity: The checklist can ask about staff dress codes to ensure the transport drivers, greeters, and waiters all match the event’s aesthetic.
  • Quality control: By requiring vendors to confirm they have tested their equipment (the "sound check" or "dry run"), you move the risk of failure from the event hour to the preparation hour.

5. The feedback loop

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.

Mandatory questions & core rationale:

1. On-site primary contact & mobile number

  • Why: Communication is the pulse of an event. If a delivery is late or a technician is missing, the event planner needs a direct line to the person physically present, not a general office switchboard or an account manager who is off-site.

2. Exact load-in and load-out windows

  • Why: Venue docks and service elevators operate on strict schedules. If one vendor misses their window, it creates a "domino effect" that delays every other partner. This data is vital for building the master logistics schedule.

3. Power and utility specifications

  • Why: You cannot run a digital presentation or a professional kitchen without the correct energy supply. Knowing exactly what a vendor needs (e.g., specific voltage or outlet types) prevents blown fuses and ensures the venue can support the technical load before the doors open.

4. Final headcount/inventory confirmation

  • Why: This is the baseline for all logistics. For transport, it dictates the number of vehicles; for catering, the amount of food. Without a confirmed, mandatory "final number," the planner cannot verify if the resources on-site actually match the needs of the attendees.

5. Arrival vehicle details (size and quantity)

  • Why: Physical space is a finite resource. A planner must know if a vendor is arriving in a small van or a large freight truck to assign the correct loading bay and ensure there is enough turning radius and clearance in the parking area.

6. Dietary and safety accommodations (catering specific)

  • Why: In travel and event planning, attendee well-being is the top priority. Mandatory disclosure of how special requirements are handled ensures that every guest is fed safely and that the vendor has a clear plan for cross-contamination prevention.


How would you like to be the architect of this form template, designing it to meet your specific demands? Edit this Pre-Event Vendor Coordination Checklist
Want a form that's sharper than a freshly sharpened pencil? Zapof lets you create your own awesome form with tables that handle all the numbers like a total boss!
This form is protected by Google reCAPTCHA. Privacy - Terms.
 
Built using Zapof