Conference Planning Checklist Template: Budget, Speakers & Attendee Management
Ensure a flawless conference! Our Conference Planning Checklist Template simplifies budgeting, speaker coordination, attendee engagement, and all essential logistics. Download now and stress less, achieve more!
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Budget & Finance
Track all financial aspects of the conference, from initial estimates to final reconciliation.
Initial Budget Estimate
Revenue from Registration Fees
Sponsorship Revenue
Projected Expenses - Venue
Projected Expenses - Catering
Projected Expenses - Speakers (Travel & Fees)
Contingency Fund Allocation
Payment Due Date - Venue Contract
Venue & Logistics
Manage venue selection, contract negotiation, and logistical arrangements.
Venue Address
Contract Start Date
Venue Capacity
Catering Requirements
AV Equipment Needs
Final Walkthrough Date
Venue Notes/Special Requests
Venue Contract
Speaker Management
Coordinate speaker acquisition, contracts, travel, and presentation preparation.
Speaker Name
Speaker Email
Speaker Bio/Background
Speaking Slot(s) Assigned
Presentation Due Date (Slides/Materials)
Speaker Fee
Speaker Headshot
Travel Reimbursement Required?
Attendee Registration & Communication
Handle attendee registration, ticketing, and pre-conference/post-conference communications.
Early Bird Registration Deadline (Days Before Event)
General Registration Start Date
Registration Platform
Maximum Attendee Capacity
Communication Channels (Select all that apply)
Welcome Email Template
Reminder Email Send Date (Before Event)
Marketing & Promotion
Outline marketing strategies and promotional activities to drive attendance.
Marketing Budget Allocation
Marketing Channels
Social Media Campaign Start Date
Key Messaging Points
Marketing Collateral (Flyers, Graphics)
Primary Target Audience
Content & Program
Define conference topics, sessions, and overall program schedule.
Overall Conference Theme Description
Conference Track Options (e.g., Marketing, Sales, Technology)
Number of Sessions
Session 1: Planned Date
Session 1: Planned Start Time
Session 1: Brief Description
Session 1: Presenter Status (Confirmed, Tentative, Not Confirmed)
Session 1: Presentation Outline (Optional)
Sponsorship & Partnerships
Secure sponsors and manage partnerships for financial and promotional support.
Sponsorship Tier
Sponsor Company Name
Sponsorship Amount
Sponsorship Benefits Agreed Upon
Contract Start Date
Contract End Date
Sponsorship Contract (PDF)
Point of Contact
On-Site Management
Plan for on-site operations, including registration, AV, catering, and volunteer coordination.
Total Registered Attendees (On-Site)
Registration Desk Location
Registration Start Time
Registration End Time
AV Equipment Needed (Check all that apply)
Number of Volunteers Scheduled
Notes on On-Site Issues/Resolutions
Catering Delivery Confirmation?
Post-Conference Follow-Up
Tasks related to collecting feedback, sending thank-you notes, and analyzing event success.
Feedback Survey Launch Date
Summary of Attendee Feedback
Number of Survey Responses Received
Key Areas for Improvement (Based on Feedback)
Recommendations for Future Conferences
Post-Conference Report (PDF)
Overall Conference Success Rating
Event Planning Management Solution Screen Recording
See our Event Planning Management Solution in action! This screen recording provides a quick overview of how to streamline your event planning, from budgeting and task management to vendor coordination and guest communication. Stop the chaos and start planning smarter.
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