checklist to help with hosting customer events at a branch

Pre-Event Planning

Determine the purpose and objectives of the event

Set a budget for the event

Identify the target audience and invitees

Choose a suitable date and time for the event

Secure necessary approvals and permits

Determine the event format (e.g., seminar, networking, product launch)

Venue

Select a branch location suitable for hosting the event

Ensure the venue has sufficient space and facilities for the event activities

Arrange for any necessary equipment (e.g., audiovisual, seating)

Catering and Refreshments

Determine the type of catering required (e.g., buffet, snacks)

Arrange for food and beverage services

Consider dietary restrictions and preferences of attendees

Decorations and Signage

Plan and arrange for event decorations and banners

Prepare appropriate signage to guide attendees

Event Promotion and Invitations

Design event invitations or announcements

Determine the appropriate channels for promotion (e.g., email, social media)

Send out invitations to the target audience

Follow up with attendees to confirm their attendance

Determine the appropriate timeline for promotion

Follow up with invitees to remind them of the event

Leverage influencers (e.g., bloggers, industry experts)

Monitor responses and track RSVPs

Create promotional content for distribution (e.g., images, videos)

Track and measure promotional success

Event Agenda and Program

Develop a detailed agenda for the event, including timings and activities

Arrange for any guest speakers or presenters

Prepare presentation materials and handouts, if applicable

Staffing

Identify the staff members responsible for various event tasks

Assign roles and responsibilities to each staff member

Provide necessary training or instructions to the staff

Event Execution

Set up the venue according to the planned layout

Test audiovisual equipment and ensure they are working properly

Welcome and register attendees upon arrival

Follow the planned agenda and program

Ensure smooth transitions between activities

Address any issues or concerns raised by attendees

Provide necessary assistance and support to guests and presenters

Collect feedback and evaluate the event

Post-Event Follow-up

Send thank-you notes or emails to attendees and participants

Evaluate the success of the event based on pre-defined objectives

Analyze feedback received and identify areas for improvement

Document lessons learned for future events

Update customer records and enter any relevant information

Remember, this checklist is just a guide. Feel free to customize it based on the specific needs and requirements of your branch and customer events.