If this is of interest, I will create a separate tutorial on creating a dashboard to show KPIs and other metrics to gauge the success of the event.
Check out my tutorial on creating a Gantt chart in Excel found here. As an example, you can include an Excel timeline of the various phases and tasks related to the event and include a dashboard. There are countless ways to modify the template or process.
#PARTY PLANNER TEMPLATES HOW TO#
Now that you know how to create a OneNote template, feel free to customize it so that it meets the needs of your organization. The Task will reside in your Outlook tasks and will automatically have a hyperlink back to the OneNote Conference template. If you right click on the red flag and select Open Task in Outlook, you can further customize the task by adding a subject, start date, end date, status, category and/or assign it to a team member. You can now add text next to the flag for more details. This will add a small red flag where the cursor was. To do this simply click on Home in the ribbon then click on Outlook Tasks>Custom
In my template, I added Outlook Tasks directly into the text by placing my cursor where I want the task. Add a title and further customize the template by adding tags such as To-Do’s. Your template will appear, ready for the next conference. To test out the template, create a new page in the section. To do this, click on Insert in the ribbon and click on the drop down menu for Page TemplatesĬlick on Save current page as a template, then name your template and check the box that will set as default template for new pages in the current section Once you have completed an outline, you will want to save the template.
Decide on conference materials such as print, promotional items or development of a microsite for lead generation (as an example check out momencio ).Create an outreach campaign that may include invitations, email, phone calls, etc….This may include keeping track of number of visitors to your booth, exhibit or breakout session. Spend some time identifying metrics to gauge success.As the point person you might be responsible for organizing with various team members or departments such as sales or marketing. Develop a plan with a timeline and assignments.This should clearly state what you are trying to accomplish or why you should attend/sponsor. To gain the most value out of the conference, the pre-conference phase is by far the most important part of the planning process. However, this should be customized to fit your needs. I will go into more detail for the pre-conference planning phase that I put together. You can add conference notes directly into the template or gather follow up items.Įach of the event items are “tagged” with a To-Do box that allows an easy way to track what needs to be completed. There is also a pre-defined space to embed the attendee list and agenda. As an example, I typed Event Background that contains basic information on the conference such as location, sponsor, start and end dates and some other details. I utilized Headings (found in the Styles section on the Home tab) to separate the elements of the template. On a blank page begin to create your project outline. For this example, I titled it “Conferences” Step by stepĬreate a new Section and title it. Let’s dive in and create a OneNote template. With Office 365 you can access your notes across multiple devices including your laptop and iPad. In this tutorial I will show you how to create a OneNote Template. The template will provide a centralized location to include all of the planning and allows for team collaboration. To make the most of the event, you need to get organized! Microsoft OneNote is an ideal tool for creating an event planning template. This statement holds very true when it comes to planning for sponsorship at industry conferences and events. Disclosure: Some of the links below are affiliate links, meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase.īenjamin Franklin once said “If you fail to plan, you plan to fail”.
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