Hybrid Event Planning Checklist Template: In-Person, Virtual & Attendee Experience Management

Plan a flawless hybrid event! Our Hybrid Event Planning Checklist Template covers every detail - from seamless in-person logistics to engaging virtual experiences & attendee satisfaction. Download now & confidently manage your blended event!

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Pre-Event Planning & Strategy

1 of 12

Defining goals, audience, budget and overall event strategy for both in-person and virtual components.

Event Goals & Objectives

Target Attendee Count (In-Person)

Target Attendee Count (Virtual)

Primary Event Theme

Proposed Event Date

Target Audience Segments

Overall Event Budget

Platform & Technology Selection

2 of 12

Choosing and configuring virtual event platforms, A/V equipment, and necessary software.

Primary Virtual Event Platform

Secondary Communication Tool (e.g., Q&A)

Estimated Number of Virtual Attendees

Bandwidth Requirements (Mbps)

Platform Contract Expiration Date

Platform Demo Recording

Notes on Platform Security & Privacy

In-Person Logistics & Venue Management

3 of 12

Venue booking, catering, staffing, accessibility, and on-site experience planning.

Venue Address

Venue Booking Date

Venue Capacity

Estimated In-Person Attendees

Catering Vendor Selection

Venue Layout/Floor Plan

Venue Setup Date

Venue Load-in Time

Virtual Production & Content Creation

4 of 12

Creating engaging virtual content, rehearsals, livestream setup, and recording capabilities.

Livestream Script Outline

Pre-Recorded Video Files (Intro/Outro/Break)

Video Recording Date

Scheduled Livestream Start Time (Virtual)

Estimated Video File Size (MB)

Preferred Livestream Platform

Content Formats (Select All That Apply)

Hybrid Attendee Experience

5 of 12

Ensuring a seamless and consistent experience for both in-person and virtual attendees.

Primary Attendee Engagement Method (Virtual)

Number of Designated 'Hybrid Hosts' (Facilitators)

Accessibility Considerations for Hybrid Attendees

Date of Hybrid Attendee Training/Orientation (if applicable)

Time Slot for Hybrid Attendee Check-in/Welcome

Summary of Hybrid Attendee Journey Map (brief description)

Specific Strategies for Bridging the In-Person & Virtual Experience

Marketing & Promotion (Hybrid)

6 of 12

Developing a combined marketing strategy to reach both in-person and virtual audiences.

Total Marketing Budget

Marketing Channels Used (Hybrid)

Campaign Start Date

Campaign End Date

Key Messaging (Hybrid)

Detailed Marketing Strategy Description

Marketing Assets (Images, Videos)

Primary Target Audience (Hybrid)

Speaker & Presenter Coordination

7 of 12

Managing speaker logistics, content review, and technical readiness for both formats.

Speaker Name

Speaker Bio/Background

Speaker Headshot (High Resolution)

Presentation Format (In-Person/Virtual/Hybrid)

Presentation Deadline (Slides/Materials)

Rehearsal Scheduled Time (Virtual/In-Person)

Presentation Length (Minutes)

AV Requirements (Microphone, Projector, etc.)

Registration & Ticketing (Hybrid)

8 of 12

Setting up registration processes and ticketing options for both in-person and virtual attendees.

Total In-Person Tickets Available

Total Virtual Tickets Available

Ticket Type Options

Price - General Admission

Price - Virtual Only

Price - VIP

Payment Gateway Integration

Registration End Date

Technical Rehearsals & Dry Runs

9 of 12

Conducting rehearsals to test all technical aspects of both the in-person and virtual event.

Rehearsal Date

Rehearsal Start Time

Areas to Rehearse (Select all that apply)

Notes from Previous Rehearsal

Number of Speakers/Presenters involved

Screenshot of key virtual platform view

On-Site Event Management

10 of 12

Managing the on-site event, including registration, attendee flow, and troubleshooting.

Registration Area Setup

Number of On-Site Staff

Event Date Confirmation

Registration Start Time

Essential On-Site Supplies

Contact Person On-Site

Estimated Attendee Count (On-Site)

Virtual Event Moderation & Support

11 of 12

Providing technical support and moderation for the virtual event experience.

Number of Dedicated Moderators

Moderation Style (Strict, Casual, Interactive)

Moderation Focus Areas (Q&A, Chat, Polls, Technical Issues)

Moderation Guidelines & Responses (Example)

Scheduled Moderation Check-in Time (Start)

Scheduled Moderation Check-in Time (End)

Primary Contact for Moderation Support

Post-Event Evaluation & Reporting

12 of 12

Analyzing event performance, gathering feedback, and preparing a final report.

Total Event Attendance (In-Person)

Total Virtual Attendees

Overall Attendee Satisfaction Score (1-10)

Overall Event Success (Exceeded Expectations, Met Expectations, Below Expectations)

Which aspects of the event were most successful? (Select all that apply)

Detailed Feedback from Post-Event Survey (Summary)

Date of final report submission

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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