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Resident Event Planning Checklist for Property Management

Boost resident satisfaction & build community with our Resident Event Planning Checklist! From summer BBQs to holiday gatherings, ensure every event is flawlessly executed & budget-friendly. Download now & create unforgettable experiences for your renters!

This Template was installed 3 times.

Event Concept & Goals

1 of 10

Define the event's purpose, target audience, and desired outcomes.

Event Theme/Concept Description

Primary Event Goal (Choose One)

Target Resident Attendance

Desired Outcomes (Select all that apply)

Target Event Date (Initial Planning)

Budget & Resources

2 of 10

Establish a budget, secure necessary funding, and identify required personnel/equipment.

Total Budget Allocation

Estimated Attendance (for food/beverage)

Funding Source

Food & Beverage Budget

Entertainment Budget

Marketing & Promotion Budget

Supplies & Decorations Budget

Venue & Logistics

3 of 10

Select a suitable venue, confirm availability, and arrange for essential logistics (tables, chairs, power, etc.).

Venue Address

Venue Booking Date

Venue Setup Time

Maximum Occupancy Allowed

Venue Type

Number of Tables Required

Number of Chairs Required

Audio/Visual Equipment Needed?

Marketing & Promotion

4 of 10

Develop a marketing plan to promote the event to residents and track RSVP's.

Communication Channel(s)

Event Description for Promotion

RSVP Deadline (Days Before Event)

Promotion Start Date

Marketing Materials

Promotional Flyer (Upload)

Marketing Priority

Activities & Entertainment

5 of 10

Plan engaging activities, entertainment, and food/beverage options.

Event Theme (Optional)

Entertainment Options

Estimated Attendance

Detailed Activity Descriptions

Food/Beverage Style

Permits & Insurance

6 of 10

Obtain necessary permits and ensure adequate insurance coverage.

Event Permit Required?

Alcohol Permit Required?

Permit Type (if applicable)

Permit Number (if applicable)

Permit Expiration Date (if applicable)

Insurance Coverage Reviewed?

Insurance Policy Number

Volunteer Coordination

7 of 10

Recruit, train, and schedule volunteers to assist with event operations.

Number of Volunteers Needed

Volunteer Roles Available

Volunteer Training Instructions

Volunteer Training Date

Volunteer Training Time

Volunteer Skillsets (Select all that apply)

Volunteer Agreement Signature

Setup & Breakdown

8 of 10

Plan for event setup and breakdown procedures, including timeline and responsible parties.

Setup Start Time

Estimated Setup Time (Hours)

Setup Location (Specific Area)

Equipment Needed for Setup (List)

Event Start Time

Breakdown Start Time

Estimated Breakdown Time (Hours)

Equipment to be returned (List)

Signature of person responsible for breakdown

Post-Event Evaluation

9 of 10

Gather feedback, assess event success, and identify areas for improvement.

Total Resident Attendance

Estimated Resident Participation Rate (%)

Which marketing channels were most effective?

Resident Feedback - What did residents enjoy most?

Resident Feedback - What could have been improved?

Overall Event Success (1-5, 5 being best)

Lessons Learned & Recommendations for Future Events

Contingency Planning

10 of 10

Identify potential risks and develop backup plans for unforeseen circumstances.

Identify Potential Weather Risks (e.g., rain, extreme heat)

Backup Venue Option (if outdoor event)

Estimated Number of Attendees in Case of Unexpected High Demand

Date of Weather Check/Forecast Review

Time to Postpone/Cancel Due to Weather

Communication Plan for Event Cancellation/Postponement (who to notify, method)

Emergency Contact Person on Site

We can do it Together

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