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Preparing for an Event Planning Consultation
Your event consultant will go down the line from 1- 13 so please be prepared in advance of your consultation with the following.
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Define the Event’s Purpose and Goals:
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Clarify the primary purpose of the event (e.g., wedding, corporate conference, birthday party).
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Details about the goals you want to achieve (e.g., brand awareness, celebration, fundraising).
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Outline Event Details:
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Provide information on the date(s) and time(s) of the event
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Discuss the expected number of guests
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Budget Preparation:
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Budget range for the entire event and any specific categories (e.g., catering, decorations)
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Prioritize spending to align with goals
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Venue Preferences:
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Specific venue in mind or if need recommendations
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Details on any preferred location or type of venue (e.g., outdoor, ballroom)
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Theme and Style:
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Desired theme, color scheme, or overall style of the event
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Examples or inspirations you have in mind
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Guest Experience:
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Any special needs or requests for guests (e.g., accessibility, dietary restrictions)
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Entertainment or activities they envision
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Vendor Preferences:
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Preferred vendors or if open to suggestions (e.g., caterers, photographers)
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Logistics and Timing:
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Any specific timing or scheduling preferences for the event
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Any constraints or important deadlines
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Communication and Approval:
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How do you prefer to communicate and receive updates (e.g., email, phone)
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Clarify the approval process for decisions and contracts
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Legal and Contractual Requirements:
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Ensure you are aware of any permits, insurance, or contractual obligations needed for the event
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Personal Preferences and Expectations:
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Have a conversation about any personal preferences or expectations for the planning process
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Discuss vision and any specific ideas you are passionate about
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Documentation:
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Provide any existing documents or information related to the event (e.g., guest lists, previous event details)
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Prepare a list of questions or concerns you want to address during the consultation
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Review and Confirm:
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Confirm the date, time, and location of the consultation
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**By following this list, you can help ensure that you are well-prepared and that the consultation runs smoothly, allowing for a more efficient and effective planning process.
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