Steps to Successful Event Planning

Identify the purpose.

• What is the purpose of your organization?
• What is the purpose for hosting event/program?
• How does this event/program align with the organization's values and purpose?
• Have you considered collaborating with other organizations or offices/departments on campus?

What is going on currently on campus that might be effecting your organization and/or its purpose? Identify what type of event/activity you would like to host.

• Who is your target audience? What would your audience respond to?
• What is the goal of your event? What would you like to accomplish through this event?
• What is realistic - budget, timeline, resources, facilities, etc.?

Consider establishing partnerships with other organizations/departments to assist with the planning, funding, and execution of the event.

• Does a department or student organization have resources they can share to help plan and execute the program?
• Would partnering with another person/group enhance the experience for participants and/or the number of participants?

Decide on a date and time for the event/program. 

• Check the OWU calendar for events already planned
• Review Ad Astra for spaces that may already be reserved for an event
• What day/time works best for your intended audience? Would a certain day/time exclude people?

Consider the best location and facilities to host event. Then, reserve a space & register the event on Engage.

• Reserve the space on Ad Astra
• Register the event on Engage
  • If you are planning to host an event with alcohol, please review the University polices and procedures. 
• If the event is off campus: 
  • Contact vendor about hosting event for a specific date and time
  • Complete the Professional Contract Request Form on Engage and collaborate with the Student Involvement Office to obtain/complete necessary permits or contracts
  • Will you be providing transportation? 
    • If so, complete the Travel and Transportation form on Engage to reserve OWU transportation. It is not guarantee your vehicle(s) are booked until it is approved by the SIO.
• Considerations:  
  • What are your space needs?
  • How many people do you anticipate attending?
  • How much room will they need to participate in the activity?
  • How should you arrange the space? 
  • If your event is outdoors, will you need a rain location/date?
  • What is your plan to ensure people arrive safety to and from your event?

Create a budget.

• Determine your current budget and BE REALISTIC
• Consider submitting a WCSA budget request or utilizing other campus funding sources
  
  • How to request WCSA funding
• All student organization purchases must go through the SIO Student Purchasing Coordinator. Schedule an appointment for online purchases or checking out a University credit card. Appointments are available only during the spring and fall semester. 
• Considerations:
  • Supplies, food, drinks, travel, maintenance, marketing, rental equipment/ AV, co-sponsorships, Facilities requests, security, vendors, production, etc.
  • Is this program is worth the cost/participant?
  • Will you be charging admission for the event? If so, how will you be collecting money?
  • Will you have an RSVP for the event?

Create an event timeline.

• Outline all essential decisions and responsibilities needed to be completed before, during, and after event
• Week of the event: confirm all requests, host an event walkthrough with vendors, last marketing pitch, have participants complete an evaluation, coordinate/confirm volunteers and assignments
• After the event: clean up the space, send thank yous, compile evaluation results, assess strengths and areas for improvement

Implement an advertising campaign.

• Posters, social media, HWCC TVs, table tents, emails, word of mouth, chalk sidewalks, giveaways, etc. - think outside the box!
• Remember to include WHO, WHAT, WHERE, WHEN, and maybe even WHY/HOW? Remember to include your club's organization's social medial on all advertising materials!
• Post your event to the OWU Daily. 
• Review the University posting policy. 

Coordinate and execute event logistics.

• Who will be completing and executing responsibilities? Be sure to assign responsibilities to volunteers. 
• Who will be the day of contact for on and of campus vendors?
• How are you communicating event details to volunteers, attendees, vendors, etc.?
• Considerations:
  • Facilities requests, sound and technology requests, items to purchase, confirm volunteers, reserve caterer, room setup, waivers, and rosters.
  • Be sure to revisit and confirm logistics closer to the event. 

After your event

• Return resources and equipment
• Review the event with attendees, partners, etc. to determine strengths and areas for improvement.
• Send thank yous to sponsors, helpful individuals, departments, etc.