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Project Timeline

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This is the project timeline used in the first TechExpo conference.  All activities are relative to the conference date.

Project Timeline:
 
  • 6 months before conference
    • Finalize dates
    • Put together rough budget
    • Develop preliminary event timeline
    • Put together special invitation list
    • Creative development / brainstorming
    • Begin to source service vendors (printer, photographer?, etc.)
    • Identify potential topics, speakers, exhibitors – contact and confirm interest (panel or presentation?)
    • Put holds on all chosen service vendors
    • Begin to gather/negotiate contracts (necessary?)
    • Determine site logistics
    • Have all proposals in for speakers/topics, with abstracts
  • 5 months before conference
    • Finalize speaker/topic list (committee selection)
    • Finalize pricing strategy for event fees and membership discounts
  • 4 months before conference
    • Contract all service vendors
    • Refine budget
    • Refine event timeline
    • Determine equipment rental requirements
    • Determine in-house equipment available and any supplemental needs (tables, chairs, stands, technical)
    • Finalize floor plans and exhibitor packet (contract, rules, etc.)
    • Choose printed materials (invitations, programs, exhibitor packet, additional?)
    • Send out save-the-date reminders
    • Send out any deposits
    • Begin planning menu
    • Research giveaway/activity ideas
    • Determine need for access credentials (laminated card?, pin?, etc.)
    • Source hotel accommodations
    • Begin to arrange for ground transportation (speakers, dignitaries, etc.)
  • 2 months before conference
    • Finalize meal menu selections
    • Finalize any décor
    • Mail targeted invitations:
      • Known potential attendees
      • Dignitaries
      • Exhibitors
    • Prepare (or order) credentials for event staff
    • All service vendor contracts signed and deposits sent out
    • Refine budget
    • Finalize event timeline and send to all service vendors
    • Review staffing requirements
    • Secure necessary permits or site approvals
    • Determine signage (directional or otherwise) requirements
    • Begin first draft of program and remarks
  • 1 month before conference
    • Confirm menu
    • Finalize menu changes
    • Secure all basic technical arrangements (lighting, sound, video, etc.)
    • Request any insurance need from service vendors
    • Identify security issues (if any)
    • Review last minute issues with service vendors
    • Finalize second draft of program/remarks
    • Finalize all giveaways (if any)
    • Finalize and print event program
  • 2 weeks before conference
    • Complete schedule for load-in/load-out (including exhibitors)
    • Send load-in/load-out schedule to all service vendors (include venue)
    • Distribute schedules, logistics, and credentialing procedures to service vendors, crew, and on-site staff
    • Send event timeline to all service vendors
    • Follow up with any guests who have not replied
    • Arrange for a venue walk-through with necessary staff/service vendors
    • Prepare seating arrangements
    • Get final meal counts to caterer
    • Make any revisions to load-in/load-out schedule received by vendors
  • 1 week before conference
    • Follow-up on any missing shipments (giveways, décor, printed materials)
    • Assemble on-site event packet to include:
      • Load-in/load-out schedule
      • Event timeline
      • Floor plan(s)
      • Contact list
      • Specific logistics
    • Confirm all arrival times for service vendors
    • Reconfirm all speakers, dignitaries, and support staff, including arrival times and travel logistics for speakers and dignitaries
  • Day of Conference
    • All key staff on site
    • Coordinate with venue contact
    • Distribute communications
    • Distribute credentials to staff and crew
    • All services (food, greeting, registration) in place
    • All setup complete at least 30 minutes prior to opening
  • After the conference:  survey, thank you's mailed, attendee list to vendors, lessons learned meeting, next year's initial planning