Event Planning Procedure
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My first priority with new clients is to ensure we confirm shared expectations and a mutual understanding of the scope of work. To support this, I believe in utilizing open-source practices, which means I’ll be sharing the tools, procedures, and policies I use with you as we go. If you have your own tools, I’ll start by undergoing a discovery of your existing essentials to establish a common language and base knowledge of your needs. In order to successfully execute your event, I take great care and diligence in documenting and organizing your data to clearly convey and execute your vision.
Open source production practices also assist in streamlining critical operating procedures and tools for ongoing improvement. I maintain a vested interest in transparency and retaining clients. To reflect standardized industry practices and establish a preliminary understanding, I identify 4 Stages of Event Production below. This will assist you in submitting your Request for Proposal. Once I receive your request, I will submit a Proposal Review, after which I will provide a complimentary 30-60 minute consultation to discuss the Review prior to drafting an initial customized contract for your event. For more info, review my Booking Information.
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This is the first step of every event, and you may have already accomplished some of it. The creation stage encapsulates your vision and breaks it into key stakeholders, objective milestones, goals, assets, and other parameters that will establish the foundation of your event. During this stage we will review existing & needed tools, evaluate the scope of work, identify resources, confirm decision making procedures, establish creative direction, outline the budget, and document your event design to ensure a mutual understanding of the event purpose, objectives, and desired outcomes.
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Most of the work for any event happens during pre-production. By identifying the key needs for Stakeholders, Projects and People management, we will establish contracts and tools for various elements of the event. This also involves sourcing the cite/venue, vendors, and other budgetary needs, while also establishing the policies, and procedures that will operate your event. Common tools can include job descriptions, meeting schedules, call sheets, deadline calendars, communication templates, document, and other items to manage ongoing communications leading up to the event. For each event I create an “Event Master” that stores all critical information that will be shared with you for ongoing updates and maintenance.
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Once your creative is set and pre-production is underway, we’ll identify needed Talent assets, then secure a process for recruiting, onboarding, and cultivating their rehearsals and choreography leading up to the event.
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The Day of the Show is where we implement all the creative and logistical planning. Based on our contract & the contracts we have with the venue or potential vendors, this may include setting up and striking the venue, directing staff, coordinating vendors, managing talent, overseeing live event elements, and generally executing the logistical sequence of the event. Primary Day of Show goals include guest and attendee satisfaction, sponsor coverage, talent retention, ordinance compliance, and managing people to the operational specifications of our operating procedures. For events especially, I believe prior proper planning prevents poor performance, but I’m also a proactive problem solver who’s not above heavy lifting if it comes down to it.
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You’ve put a lot of time, money and energy into creating an experience, but the value of that experience doesn’t end with the event. Post-production is dedicated to utilizing the value of your event after it’s complete, and involves collecting event data, distributing post-event communications, managing the returning of content, and reviewing the operating practices to ensure improvement and retain resources moving forward. Generally, I expect this to conclude within 2 weeks of the event, though this varies based on the agreements with your content creators, and the level of editing you expect before content distribution and publication. All post-production procedures will be determined in the creation stages prior to distributing any staff or talent registration info.