Workflow Templates: In-Store Event Planning Checklist

Define the purpose and objectives of the event

Set a date and time that does not conflict with other major local events

Create a detailed budget, accounting for all potential costs and income sources

Design promotional materials, including flyers, posters, and digital graphics

Utilize social media channels to create buzz and encourage RSVPs

Send out press releases or event listings to local media outlets

Assign roles and responsibilities to staff, including setup, operation, and breakdown

Train staff on event-specific tasks and customer service excellence

Ensure all necessary supplies and equipment are available and in good working order

Design a floor plan that accommodates all aspects of the event and adheres to safety regulations

Set up signage to guide attendees and promote the event throughout the store

Arrange for any necessary permits or insurance needed for the event

Monitor the event to ensure everything runs smoothly and according to plan

Engage with customers and provide an inviting and enjoyable experience

Handle any unexpected issues quickly and professionally

Collect feedback from attendees and staff to gauge the event's success

Thank all participants, including customers, staff, and any partners

Review the budget and calculate the return on investment to inform future events

In-Store Event Planning Checklist