Next Level Academy Event Planning eBook Course

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Module One: Getting Started

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Workshop Objectives

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. With that in mind, let’s review our goals for today.

At the end of this workshop, participants should be able to:

Define records and archives

Analyze records in context

Classify records

Understand different systems

Maintain and convert records



Module One: Getting Started
  • Housekeeping Items
  • Pre-Assignment Review
  • Workshop Objectives
  • The Parking Lot
  • Action Plan
Module Two: Types of Events
  • Awards
  • Charity
  • Conferences and Seminar
  • Holiday
  • Case Study
  • Module Two: Review Questions
Module Three: Brainstorming
  • Determine the Event"s Purpose
  • Determine a Theme
  • Write Down & Review Ideas
  • Determine a Date
  • Case Study
  • Module Three: Review Questions
Module Four: Types of Entertainment
  • Games
  • Activities
  • Speakers
  • Performers
  • Case Study
  • Module Four: Review Questions
Module Five: Support Staff
  • Security
  • Valet
  • Wait Staff
  • Clean up Crew
  • Case Study
  • Module Five: Review Questions
Module Six: Technical Staff
  • Visual Technician (lighting)
  • Media Technician (website, Facebook, etc.)
  • Audio Technician (Sound)
  • Specialized Electrical Equipment Technician (for performers)
  • Case Study
  • Module Six: Review Questions
                                                                                          Module Seven: Vendors
                                                                                          • Food
                                                                                          • Equipment
                                                                                          • Decorations and Furnishing
                                                                                          • Photography/ Video
                                                                                          • Case Study
                                                                                          • Module Seven: Review Questions
                                                                                          Module Eight: Finalize the Plan
                                                                                          • Venue
                                                                                          • Registration
                                                                                          • Entertainment
                                                                                          • Cuisine and Decor
                                                                                          • Case Study
                                                                                          • Module Eight: Review Questions
                                                                                          Module Nine: Administrative Tasks
                                                                                          • Create a Budget
                                                                                          • Branding and Marketing
                                                                                          • Insurance and Permits
                                                                                          • Contracts (for event staff, entertainment, rentals, and vendors)
                                                                                          • Case Study
                                                                                          • Module Nine: Review Questions
                                                                                          Module Ten: Get Organized
                                                                                          • Form a Team
                                                                                          • Timeline
                                                                                          • Checklists
                                                                                          • Backup Plans
                                                                                          • Case Study
                                                                                          • Module Ten: Review Questions
                                                                                          Module Eleven: Post Event Activities
                                                                                          • Survey
                                                                                          • Share Media (photos and video)
                                                                                          • Send Thank you Notes
                                                                                          • Start planning the Next Event!
                                                                                          • Case Study
                                                                                          • Module Eleven: Review Questions
                                                                                          Module Twelve: Wrapping Up
                                                                                          • Words From The Wise
                                                                                          • Review Of The Parking Lot
                                                                                          • Lessons Learned
                                                                                          • Recommended Reading
                                                                                          • Completion Of Action Plans And Evaluations