Planning resources

Universal (in-person or virtual events)

• Use this Asana form to let the events team know you are planning an event

• This time estimates spreadsheet can provide a rough estimate of how much staff time is needed for each type of event

• Sample planning documents:

  • Brainstorming document

  • Panel guide

For in-person events

• Asana template for in-person events

• Sample planning documents: 

  • Agenda

  • Planning spreadsheet (budget, invite tracker, travel + reimbursement tracker, materials tracker)

  • Travel memo

  • Registration form

  • Registration check-in sheet 

  • Webpage

  • Staffing plan

  • Feedback form

  • Debrief

For virtual events

• Asana template for virtual events 

• Sample planning documents:

  • Run of show

  • Event notes

  • Speaker zoom link tracker

  • Setting up a Zoom event

  • Attendee feedback form