Picture this: it’s the day of your event, and as soon as you arrive at the venue, several staff members and volunteers approach you asking questions about their responsibilities. You then open your inbox and see 17 missed emails from attendees who are confused about where to park at the venue, how much time is in between speaker sessions, and how your event app works. Suddenly, you’re completely overwhelmed and can only hope the day goes smoothly.
While you must juggle many responsibilities as an event organizer, event planning doesn’t have to be overly stressful. With a set strategy, you can tackle event logistics with ease, wrangle your team, and put on a showstopping event. Check out this guide for tips that will make your event planning and execution seamless.
1. Set clear goals.
Any strong strategy should start with goal-setting. When you sit down with your team to map out your priorities, you get a sense of the bigger picture and can plan your event with your objectives in mind.
Common nonprofit event goals include:
- Raising funds
- Kicking off a nonprofit awareness campaign
- Providing networking opportunities
- Building relationships with donors
Sometimes, it’s best to set your goals before you even determine which type of event you’ll host. For example, if your goal is to cultivate relationships with major donors, you may host a gala. However, if you’re trying to provide networking opportunities for nonprofit professionals in your industry, you may opt for a conference format.
Once you have a general sense of your objectives, transform them into SMART goals. SMART stands for specific, measurable, achievable, relevant, and time-bound. Using this framework, you can develop goals that are easy to track and report progress on.
For instance, instead of saying your team would like to raise funds at its annual charity golf tournament, you may strive to raise $10,000 to put toward your peer mentorship program based on your earnings of $8,000 from last year’s event. This goal highlights a specific dollar amount and initiative associated with your general goal of raising funds and takes your past fundraising efforts into account.
2. Delegate responsibilities.
To avoid confusion during your event, clarify each team member’s responsibilities ahead of time. When everyone knows exactly what they’re supposed to be doing, they’ll work more efficiently and free up the time you would have spent answering questions for other event management tasks.
Let’s say you’re hosting an auction. Here’s how you may delegate responsibilities to different event stakeholders:
- Staff. Your staff members may be responsible for checking in attendees, monitoring the bidding process, and collecting payments from the winning bidders.
- Volunteers. Volunteers can set up item displays, run your accompanying raffle, and help winners claim their prizes.
- Sponsors. Sponsors can present the items they contributed and highlight reasons why attendees should bid on them.
If possible, assign tasks based on individual strengths and expertise, and consider sending a survey to your stakeholders to cater to their interests. For instance, a particularly outgoing volunteer may be interested in serving as your auctioneer.
Additionally, provide any training and resources necessary for your stakeholders to perform well in their roles. EventMobi’s event check-in software guide recommends looking for tools that are easy to use without extensive training and seeking out onboarding or training materials from your software provider to fill in any knowledge gaps.
3. Keep attendees informed.
After attendees register for your event, regularly communicate with them about how to prepare and what they can expect come event day to ensure everything goes smoothly. This communication should become more frequent as your event nears.
Start by sharing general logistics and information, such as:
- The event schedule
- Location
- Transportation options
- Parking instructions
- Additional preparations or prerequisites
Once attendees know where and how your event will run, provide any pre-event resources they may need to fully prepare and be as engaged as possible at the event. Depending on your event type, these resources may include:
- Keynote speaker bios
- Session topics
- Auction catalogs
- Sponsor profiles
- Networking opportunities
In addition to these more formal documents, remember to communicate updates if any event details—such as your venue, start time, or schedule—change prior to the event day.
4. Use event technology.
The right technology will do the heavy lifting of event management for you, allowing you to focus on leading your team and interacting with attendees. There is a variety of different event tools you may leverage, such as:
- General event management software
- Event app
- Registration software
- Check-in software
- Text-to-give software
- Auction software
You may also use specialized tools that allow you to achieve the goals you set at the beginning of the event planning process. For instance, eCardWidget recommends leveraging work eCard software to facilitate networking opportunities. Alternatively, you may invest in graphic design software to support your awareness goals.
No matter which types of event tools you adopt, test your technology ahead of time to ensure it’s easy for both event staff and attendees to use. Check if your software provider offers onsite customer support in case of an event day technology emergency.
5. Evaluate your event execution.
Once your event is over, evaluate your planning and execution process. Start by surveying or interviewing event stakeholders—such as volunteers, staff, attendees, sponsors, and speakers—to collect their feedback. Ask them questions like:
- How would you rate your event experience on a scale of 1-10 and why?
- Which aspects of the event ran smoothly in your opinion?
- Which aspects of the event could use some improvement?
- Are there any ways you’d suggest making the event more efficient or effective next time?
- Did you feel that your event role and responsibilities were clear? Why or why not?
- How was your experience using our event tools?
- Is there anything else you’d like to add about your event experience?
Analyze the responses to these questions, and note any tips or advice you could incorporate for your next event. To assess your event’s overall effectiveness, track and review event metrics, such as:
- Amount of funds raised
- Attendance rate
- Engagement metrics
- Donor retention rate
- Sponsorship return on investment (ROI)
By combining qualitative and quantitative measures of event success, you can pinpoint your achievements, identify your event’s weaknesses, and improve your planning approach.
When it comes to event logistics, the key is to prepare yourself, your staff, and your event stakeholders for the day of the event as much as possible. Keeping everyone on the same page will set you up for success and enable you to determine which elements of your event worked and which need improvement. That way, you can continuously iterate on your event strategy, providing better experiences for your attendees and better outcomes for your organization each time.