BAMZOOKA
Plan the project
Planning Checklist
- Create a shared planning spreadsheet for the event
- Create a budget
- Schedule and hold a brainstorming meeting for the event
- Research ideas
- Create milestone list
- Choose a date
Choose a location
Place Checklist
- Research venue options
- Receive quotes for the venue price
- Create holds on the top3 venue choices
- Book the top choice and cancel other holds
- Sign contract and send deposit
Upload any documentation for this here.
User will upload a file
Notify the guests
Invitations
- Create an invite list
- Make a distribution list for any invite emails
- Send calendar invites to all who are invited
- Follow up with anyone who does not RSVP
- Estimate headcount
Prepare a plan for food
Catering
- Check if attendees have food allergies
- Research caterers
- Reach out for quotes
- Sign contract and send deposit
Upload any documentation for this here:
User will upload a file
Schedule entertainment
Entertainment Checklist
- Research entertainment
- Gather quotes
- Book the entertainment
- Purchase any necessary decorations
Upload documentation for this here:
User will upload a file
Complete the "week of" tasks
Week of Checklist:
- Send reminder emails to attendees
- Follow-up with vendors for confirmation
- Create a list of tasks for the day of the party
Post-party procedures
After the Party Checklist:
- Make final payments
- Scan receipts and invoices and submit those to accounting
- Add photos and videos of the party to a shared drive