EVENTODIT.
WORK LIBRARY

Guides

Find out who needs to do what, what to check and how to confirm the work is ready, from planning and marketing to the final review.

108 resources

Guide number · highest first
Guides · No. 115
Published Updated
03 Venue research and booking

For a moving performance, check stopping points and walking routes separately

Record viewing positions and route sections checked from audience and performer positions, alongside changes and holds on one applicable plan.

Who needs this Planning, performance, operations and site leads, with technical, safety and access personnel preparing moving street performances

No linked template
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Guides · No. 114
Published Updated
03 Venue research and booking05 Programme and space design

Decide what visitors will do before choosing a pop-up venue

Prepare the next site assessment by connecting each candidate's evidence and outstanding questions to the same experience brief.

Who needs this Planning, brand, operations and production staff and venue researchers for small experiential brand popups

No linked template
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Guides · No. 112
Published Updated
02 Initial planning and budget

Compare alternatives on the same terms

A business-case outcome whose rationale, uncertainty and holds retain the same meaning for downstream owners

Who needs this Planning, operations, finance and contracting owners choosing an operating option after consolidating plans, schedules and budgets

No linked template
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Guides · No. 110
Published Updated
02 Initial planning and budget

Event budget management: check costs, funding and payment dates together

Separate each cost into its pre-tax amount, tax and total payment, then compare available cash with planned receipt and payment dates. Record funding that will not be available when due and any outstanding conditions before seeking approval or releasing spending.

Who needs this Event budget owners, production/operations leads, finance, contracting and payment staff

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Guides · No. 109
Published Updated
02 Initial planning and budget05 Programme and space design

Choose an event concept by what participants will do, not by how convincing it sounds

Let the next owner distinguish the selected experience, its evidence and remaining operational conditions.

Who needs this Planning and facilitation leads developing an event concept and delivery method after purpose and audience needs are established

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Guides · No. 106
Published Updated
01 Event purpose and requirements

An initial decision must state what may be done now, not simply “proceed”

Record condition criteria, evidence, deadlines and decision validity, and complete delivery and receipt checks for hold instructions and review material.

Who needs this Event planning leads, staff preparing initial decisions, and procurement, communications and operations handover owners

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Guides · No. 104
Published Updated
01 Event purpose and requirements05 Programme and space design

Evidence for each group turns participant needs into operating conditions

Turn participants’ requests into conditions that programme, space, technical and information teams can prepare and check.

Who needs this Event planners, participant researchers, programme, operations, registration and participant-information teams

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Guides · No. 101
Published Updated
05 Programme and space design

Set operating conditions and responsibilities before a programme starts

A session or activity is not necessarily ready just because its start time has arrived. Confirm people, space, technology, access and safety with the responsible leads, then record unresolved issues and the start decision.

Who needs this Event organisers, planners, venue managers and operational leads

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Guides · No. 099
Published Updated
02 Initial planning and budget

Event feasibility: consider income, costs and payment timing together

Projected income can exceed costs while cash is still unavailable when payments fall due. Separate confirmed amounts from conditional costs and compare whether each option can be delivered.

Who needs this Event organisers, planners, venue managers and operational leads

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Guides · No. 098
Published Updated
02 Initial planning and budget05 Programme and space design

Choose the event format and programme around participant actions

Do not combine talks, activities, meetings and online or in-person participation by habit. Start with the objective and participant actions, then compare space, staffing and costs.

Who needs this Event organisers, planners, venue managers and operational leads

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Guides · No. 097
Published Updated
07 Audience recruitment and promotion

Event audiences, capacity and recruitment conditions

General attendees, buyers, speakers and exhibitors attend for different reasons and need different support. Set eligibility and registration routes for each group, then check workable capacity, waiting-list and accessibility arrangements.

Who needs this Event organisers, planners, venue managers and operational leads

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Guides · No. 096
Published Updated
04 Proposals, procurement and contracts

What event buyers should include in a request for proposals

Before asking suppliers for proposals, agree on the event purpose, the work to be commissioned and the pricing basis. Aligning requirements with evaluation questions makes it easier to identify gaps when comparing responses.

Who needs this Event organisers, planners, venue managers and operational leads

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Guides · No. 094
Published Updated
06 Safety, permissions and agency coordination

Check event permits and venue approvals separately

Describe the event and location, then check authority notifications or permits and the venue operator’s work approvals separately. Record receipt, approval and conditions to recheck after changes.

Who needs this Event organisers, planners, venue managers and operational leads

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Guides · No. 093
Published Updated
02 Initial planning and budget

Separate attendance forecasts from venue conditions when planning event scale

Registrations, people present on site and venue capacity figures for different layouts are not the same measure. Compare evidence-based scenarios and confirm the actual operating conditions.

Who needs this Event organisers, planners, venue managers and operational leads

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Guides · No. 091
Published Updated
11 Departure, load-out and restoration

Before load-out, check work areas and audience routes

The event’s closing time may differ from the time dismantling can start. Confirm that visitors have left the relevant zone and that venue and work conditions are met, then record where each supplier’s items are handed over.

Who needs this Event organisers, planners, venue managers and operational leads

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Guides · No. 089
Published Updated
06 Safety, permissions and agency coordination

Identify event hazards and assign responsibilities for stopping and evacuation

From build-up through departure and dismantling, identify risks to people and the site and agree who observes, reports and responds. Protect people promptly in an emergency and confirm the conditions before restarting.

Who needs this Event organisers, planners, venue managers and operational leads

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Guides · No. 082
Published Updated
07 Audience recruitment and promotion10 Event-day operations

YouTube sponsored streams and embedded advertising review

Check sponsorship disclosure separately from the eligibility of embedded material, then hand confirmed files and the cue sheet to production.

Who needs this Marketing and sponsorship owners, YouTube channel operators and production teams preparing sponsored event streams

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Guides · No. 080
Published Updated
07 Audience recruitment and promotion

Event search and structured-data review

Publicity staff maintain approved session information; production and reviewers compare it with the visible page and search data.

Who needs this Overseas-audience publicity teams for performances, festivals and brands, and web procurement owners

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Guides · No. 078
Published Updated
07 Audience recruitment and promotion12 Settlement, reporting and review

TikTok AI leads, event bookings and attendance measurement

Check account support, then assign enquiry, booking and admission responsibilities and a consistent observation period.

Who needs this Advertising and booking/audience-management teams for events, festivals and brands

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Guides · No. 077
Published Updated
04 Proposals, procurement and contracts06 Safety, permissions and agency coordination+1 more

Overseas exhibition contractor registration and insurance verification: a practical guide

Check exhibitor-appointed contractor registration and insurance document requirements for an overseas exhibition.

Who needs this Overseas exhibitors, PCOs and people commissioning stand construction

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Guides · No. 065
Published Updated
08 Production, bookings and operations preparation10 Event-day operations

Academic conference presenter substitution, registration and proxy approval

Distinguish paper registration coverage, permission for a non-author proxy and actual session delivery when a presenter changes.

Who needs this PCO academic secretariats, registration teams, technical programme owners and session chairs

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Guides · No. 061
Published Updated
08 Production, bookings and operations preparation10 Event-day operations

Create name badges in Word: merge an Excel list and check the printout

Create name badges in desktop Word from an Excel list, reconcile every approved recipient and test the label alignment before printing. Follow the checks for menus, label stock and all merged records.

Who needs this Conference and corporate-event registration and badge-printing teams

No linked template
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Guides · No. 059
Published Updated
08 Production, bookings and operations preparation09 Setup, rehearsal and final checks+1 more

Zoom interpretation and language recording checks

Accept live interpretation separately from recorded language files and finished deliverables.

Who needs this Hybrid meeting operator, recording operator, interpretation lead and commissioning manager

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Guides · No. 056
Published Updated
04 Proposals, procurement and contracts08 Production, bookings and operations preparation+1 more

Exhibition empty-case storage and return

Separate working supplies from empty cases and plan dismantling around storage and return conditions.

Who needs this Exhibitor coordinator, booth installation lead, exhibition logistics and packing team

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Guides · No. 055
Published Updated
11 Departure, load-out and restoration12 Settlement, reporting and review

Event waste weighing and reporting checks

Separate measured, estimated and event-attributed waste quantities and their treatment evidence.

Who needs this Event sustainability manager, cleaning procurement, reporting and reconciliation teams

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Guides · No. 051
Published Updated
04 Proposals, procurement and contracts09 Setup, rehearsal and final checks+1 more

Exhibition floor tape selection and clean return

The contractor confirms permitted materials and responsibility for removal, cleaning and return.

Who needs this Exhibition leads, stand contractors, removal crews and venue contacts

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Guides · No. 050
Published Updated
08 Production, bookings and operations preparation

Event print bleed and delivery file checks

The designer checks the finished edge, extended artwork and delivery PDF against printer requirements.

Who needs this Event print owners, designers and print providers

No linked template
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Guides · No. 043
Published Updated
11 Departure, load-out and restoration

Exhibition move-out and carrier collection verification

Freight can remain at the venue after transport is booked and release paperwork submitted. Check packing, document acceptance, carrier check-in and physical collection separately, and assign follow-up for anything left behind.

Who needs this Exhibition leads, exhibitor shipping owners and freight contractors

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Guides · No. 042
Published Updated
07 Audience recruitment and promotion08 Production, bookings and operations preparation+1 more

Bulk event-photo metadata and photographer credit checks

Bulk changes in Adobe Bridge can overwrite existing photographer credits or usage terms. Keep originals, select only the fields that should share a value and compare the result on working copies first.

Who needs this Photo suppliers, event press teams and web editors

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Guides · No. 040
Published Updated
08 Production, bookings and operations preparation09 Setup, rehearsal and final checks

Anniversary History Video and Exhibition Review: A Practical Guide by Role

Incorporation, listing, a company name change and a brand launch are different events. Confirm what each date means with the company and use the same account in the film, host script and displays.

Who needs this Anniversary event leads, corporate communications/IR teams and video/display producers

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Guides · No. 039
Published Updated
04 Proposals, procurement and contracts

Agency Selection and Assigned Personnel Verification: A Practical Guide by Role

A company’s record on a large event does not prove the proposed team’s experience or availability. Check the PM’s actual responsibilities, availability for this event and the agreed conditions for replacement.

Who needs this Corporate event buyers, agency selection panels and project leads

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Guides · No. 038
Published Updated
05 Programme and space design

Sports Day Fixtures and Participant Schedule Management: A Practical Guide by Role

A team schedule can be clear while an individual’s next sport or support role still clashes. Record when each person must report and when they may leave, then check the time needed to move and prepare.

Who needs this Corporate sports day programme owners, competition leads, call marshals and team-information leads

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Guides · No. 037
Published Updated
05 Programme and space design10 Event-day operations

Workshop Break and Session Transition Management: A Practical Guide by Role

Participants are still working if they must upload photographs, submit outputs or move to another floor. Schedule those tasks separately and show the interval in which no further task is required.

Who needs this Workshop PMs, facilitators, room operators and participant-information leads

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Guides · No. 036
Published Updated
05 Programme and space design10 Event-day operations

Year-end Awards and Banquet Service Coordination: A Practical Guide by Role

A stage manager’s request to hold service does not mean the banquet team has stopped. Put the affected work and area, the person confirming the hold and the signal to resume into the award cues.

Who needs this Corporate event PMs, stage managers, banquet leads and awardee coordinators

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Guides · No. 035
Published Updated
06 Safety, permissions and agency coordination09 Setup, rehearsal and final checks+1 more

Festival Temporary Drinking-Water Inspection and Supply Operations: A Practical Guide by Role

Check the supply route and inspection results before visitors use a drinking-water point. Agree who receives fault reports and who can close or reopen it.

Who needs this Festival facilities, catering and site operations leads; water-supply and inspection personnel

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Guides · No. 034
Published Updated
04 Proposals, procurement and contracts06 Safety, permissions and agency coordination+2 more

Exhibition Rigging Procurement and Installation Permission: A Practical Guide by Role

A quotation does not authorise a contractor to suspend equipment from the ceiling. Confirm organiser permission, loads at each suspension point and who the venue allows to carry out the work.

Who needs this Exhibition PMs, exhibitor coordinators, stand designers and rigging buyers

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Guides · No. 033
Published Updated
04 Proposals, procurement and contracts08 Production, bookings and operations preparation+1 more

Overseas Exhibition Shipping and ATA Carnet Clearance: A Practical Guide by Role

An ATA carnet supports temporary import of goods that will leave the country again. Separate returning equipment from giveaways and consumables, then confirm the customs treatment before packing.

Who needs this Overseas exhibition PMs, logistics teams and customs representatives

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Guides · No. 032
Published Updated
07 Audience recruitment and promotion08 Production, bookings and operations preparation+2 more

Presentation Video Publication and Rights Review: A Practical Guide by Role

A speaker’s consent to recording does not automatically cover photographs or music in the slides. Check permission separately for livestreaming, on-demand video and promotional clips.

Who needs this Conference programme, rights review, video editing and publishing teams

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Guides · No. 031
Published Updated
08 Production, bookings and operations preparation10 Event-day operations

Festival Volunteer Assignment and Operations: A Practical Guide by Role

Explain each volunteer’s task and the situations they must refer to a supervisor. Practise directions and calls at the post, then confirm break cover and handover arrangements.

Who needs this Festival staffing leads, volunteer coordinators and zone operations leads

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Guides · No. 030
Published Updated
07 Audience recruitment and promotion

Event Email Sending and Unsubscribe Management: A Practical Guide by Role

Visitors who unsubscribe from marketing may still need their booking information. Define each message’s purpose and recipient list, then test what an unsubscribe changes using a test account.

Who needs this Registration, CRM, newsletter and promotional operations teams

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Guides · No. 029
Published Updated
07 Audience recruitment and promotion12 Settlement, reporting and review

Event Cancellation and Ticket Refund Checks: A Practical Guide by Role

Cancelling an event or invalidating a ticket does not prove that the buyer has received a refund. Check results by payment method and assign someone to resolve failed orders.

Who needs this Ticketing, customer service, accounting and event leads

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Guides · No. 028
Published Updated
08 Production, bookings and operations preparation09 Setup, rehearsal and final checks

Presentation Changes and Interpreting Handover: A Practical Guide by Role

A last-minute slide change can leave interpreters working with different figures or terminology. Send the same revision to the playback and interpreting teams and confirm that both received it.

Who needs this PCOs, session coordinators, speaker managers and interpreting buyers

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Guides · No. 027
Published Updated
05 Programme and space design07 Audience recruitment and promotion+3 more

Accessible Seating and Companion Seat Operations: A Practical Guide by Role

Explain access routes, sightlines and available support when selling accessible seats. Confirm the visitor and companion’s seats, then tell the arrival team what support has been agreed.

Who needs this Ticketing, visitor services, accessibility and auditorium operations teams

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Guides · No. 026
Published Updated
03 Venue research and booking08 Production, bookings and operations preparation+1 more

Event Temporary Power Review and Handover: A Practical Guide by Role

Adding rated power does not establish which equipment a circuit can safely serve. Give the electrical lead the supplier lists and venue supply conditions, then confirm what may be connected and used.

Who needs this Event PMs, equipment suppliers, facilities and electrical teams

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Guides · No. 024
Published Updated
08 Production, bookings and operations preparation09 Setup, rehearsal and final checks

Remote Speaker Audio Checks and Return Feed Operations: A Practical Guide by Role

Hearing the remote speaker in the room does not prove that online viewers or the speaker hear correctly. Use the event accounts and equipment to listen from all three positions, including during overlapping speech.

Who needs this Event PMs and sound, broadcast and platform operations teams

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Guides · No. 023
Published Updated
06 Safety, permissions and agency coordination10 Event-day operations

Festival Lost-child Reporting and Guardian Handover: A Practical Guide by Role

Staff who find a child should protect them and report the situation, while event control tracks who is caring for them. Follow the agreed verification process and police directions before handing the child to a claimed guardian.

Who needs this Safety leads, control rooms, information staff and designated care staff

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Guides · No. 022
Published Updated
02 Initial planning and budget04 Proposals, procurement and contracts+1 more

Event Catering Orders and Final Guarantees: A Practical Guide by Role

The final guarantee commits the organiser under the catering contract; it is not simply an attendance forecast. Check demand for each meal, the reduction deadline and extra-order terms before confirming it.

Who needs this Event PMs and registration, catering and budget teams

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Guides · No. 020
Published Updated
05 Programme and space design08 Production, bookings and operations preparation+2 more

Live Event Caption Delivery and Acceptance

Clear audio for the captioner does not guarantee readable captions in the room or online. During rehearsal, follow the same spoken passage from audio input through caption production to each audience screen.

Who needs this Operations leads, accessibility teams, sound and caption suppliers, video and broadcast teams

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Guides · No. 019
Published Updated
12 Settlement, reporting and review

Event Review and Data Evaluation

This year’s attendance and last year’s may not be comparable if the method changed. Establish who was counted or surveyed, when and how, and what is missing before interpreting the result.

Who needs this Programme owners, event PMs, evaluators and contracting-authority staff

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Guides · No. 018
Published Updated
06 Safety, permissions and agency coordination10 Event-day operations

Event Entrance Queue Management

Track the tail of the queue and people spilling out to its sides, not just admissions processed. Agree where staff report a growing queue and who acts before it reaches vehicle or emergency routes.

Who needs this Site leads, admission operations, safety teams and venue managers

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Guides · No. 017
Published Updated
05 Programme and space design09 Setup, rehearsal and final checks

Event Technical Rehearsal and Failure Response

Separate picture, sound and lighting checks do not test the response to a fault during the show. Rehearse who calls the fault and who switches to backup equipment or holds the programme.

Who needs this Stage managers, video, sound and lighting operators, and event PMs

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Guides · No. 016
Published Updated
08 Production, bookings and operations preparation09 Setup, rehearsal and final checks

Venue Load-in Scheduling and Shared-area Coordination

Installation start times alone can hide clashes between vehicles and equipment at the loading bay. Combine arrival, unloading, movement, installation and departure times, then resolve clashes in shared areas.

Who needs this Production PMs, venue operators and stage, video and sound suppliers

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Guides · No. 015
Published Updated
04 Proposals, procurement and contracts

Event Proposal Evaluation and Comparison

Before reviewing proposals, identify the notice’s evaluation criteria and the evidence needed. Record where each bidder answered and leave missing information visible rather than filling it in by assumption.

Who needs this Contracting-authority staff, evaluation support teams and event PMs

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Guides · No. 014
Published Updated
02 Initial planning and budget

Event Budget and Conditional Cost Management

An event budget contains both committed costs and amounts that depend on decisions still to be made. Mark the difference and update the forecast whenever those conditions change.

Who needs this Event PMs, budget owners and procurement teams

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Guides · No. 013
Published Updated
08 Production, bookings and operations preparation09 Setup, rehearsal and final checks+1 more

Event Radio Communications Assignment and Acceptance

Matching channel numbers do not prove that staff can reach the person they need. Assign a respondent for each task, then test calls and replies from the actual work locations.

Who needs this Operations leads, communications suppliers and zone leads

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Guides · No. 012
Published Updated
12 Settlement, reporting and review

Event Settlement and Operational Debrief

If a supplier’s bill has increased, establish what changed and who approved it. Compare delivery records with the charge, then record changes needed in the next brief as separate debrief actions.

Who needs this Planning PMs, purchasing and settlement teams, supplier leads and debrief facilitators

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Guides · No. 011
Published Updated
06 Safety, permissions and agency coordination10 Event-day operations

Event Occupancy and Crowd Density Management

The day’s entry total cannot show which area is crowded now. Event control should compare entry and exit counts with observations from the same period and identify any gaps in the count.

Who needs this Safety leads, entry and exit counters, zone leads and control rooms

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Guides · No. 010
Published Updated
09 Setup, rehearsal and final checks10 Event-day operations

Event Cue Sheet Changes and Reapproval

Changing a video’s length or a performer’s order can affect sound, lighting and standby calls. Ask the affected teams to check, rehearse the transitions around the revised scene, then distribute the approved cue sheet.

Who needs this Creative and show leads, stage managers and video, sound and lighting teams

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Guides · No. 009
Published Updated
04 Proposals, procurement and contracts08 Production, bookings and operations preparation+1 more

Event Equipment Procurement and Handover

“Equipment installation included” does not assign unloading, power connections, operation or removal. Name the contractor for each task and what they must hand to the next team to expose gaps and duplicate orders.

Who needs this Planning PMs, facilities staff and production or equipment site leads

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Guides · No. 008
Published Updated
04 Proposals, procurement and contracts

Event Proposal Requirements Traceability and Review

A promise of “smooth operations” does not tell the client what will be delivered or checked. For each requested task, identify the proposal response, output and person responsible for checking it.

Who needs this Proposal PMs, proposal editors and bid administrators

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Guides · No. 007
Published Updated
04 Proposals, procurement and contracts

Event quote comparison: match scope, staffing and extra costs

Match equipment, staffing, working hours, tax and transport before comparing event supplier quotes. Ask suppliers to confirm omitted or separately priced costs before ranking totals.

Who needs this Planning PMs, purchasing teams and sound, video and stage suppliers

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Guides · No. 006
Published Updated
08 Production, bookings and operations preparation09 Setup, rehearsal and final checks

Event Video Acceptance and Playback

Play delivered video on the event PC and check the audience screens and speakers. Test from the start cue through the final screen change, then identify the file approved for playback.

Who needs this Video, sound and show operations teams

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Guides · No. 005
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03 Venue research and booking05 Programme and space design+1 more

Venue Relocation

A venue move changes how visitors arrive, queue and travel between programmes. Check those conditions at the new site and update the plan, running order, visitor information and supplier orders together.

Who needs this Venue-change and overall operations leads

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Guides · No. 004
Published Updated
06 Safety, permissions and agency coordination

Outdoor Event Severe Weather Response

A regional wind-warning threshold does not tell you whether a stage or tent can stay in use. Agree operating limits with those responsible for the installation and name who monitors, reports, stops and restarts the event.

Who needs this Overall operations, safety and structural teams

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Guides · No. 003
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03 Venue research and booking

Venue Survey and Load-in

Check the route equipment will actually travel and the routes visitors will use. Mark questions for the facilities and technical teams on the plan and assign a person and deadline to resolve each one.

Who needs this Survey, production and facilities teams

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Guides · No. 002
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03 Venue research and booking04 Proposals, procurement and contracts+2 more

Screen Playback Equipment Selection and Acceptance: A Guide by Role

Screen size and brightness alone cannot decide between LED and projection. Give the video team the real presentation and seating plan, then check that essential information is readable from the front, rear and sides.

Who needs this Video buyers and audience-area acceptance teams

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Guides · No. 001
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04 Proposals, procurement and contracts08 Production, bookings and operations preparation+1 more

Wireless Microphone Setup and Operation: A Guide by Role

Microphone demand depends on who speaks at the same time, not just the total speaker list. Decide who keeps a microphone and who shares one, then include handover time and on-site sound support in the quote.

Who needs this Planning teams and audio buyers

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