An event planning checklist, from budget to the door
A practical checklist for a club, race, class, or market: budget and break-even, tickets, vendors, printouts, the calendar invite, and the door. Includes a corporate-event pass.
An event checklist fails when it is a hundred generic lines and nobody owns the next one. The list below is the sequence that gets a club night, a race, a class, or a market from a guess to a door that opens.
1. Write down the event you can actually hold
- Date, start, end, and the timezone of the venue.
- The room or the park, and the number of people it can hold.
- What a guest is buying: a seat, a bib, a stall, a class.
2. Price it before you announce it
Open the event budget planner. It starts with a worked sample you can replace: venue USD 800, equipment USD 250, marketing USD 150, staff and volunteers USD 200, sponsorship USD 250, ticket income USD 25, and USD 5 of cost per guest.
Fixed costs are USD 1,400. Sponsorship covers USD 250 of that, so USD 1,150 still has to come from tickets. Each guest contributes USD 20 after their own cost. 1,150 divided by 20 is 57.5, which rounds up to 58 guests. That is the break-even attendance. At the sample’s 100 guests, revenue is USD 2,750 and costs are USD 1,900, a surplus of USD 850.
Enter ticket income after the fees and taxes you pay. If each ticket brings in no more than the per-guest cost, the planner says break-even is not achievable. Selling more tickets will not fix that. A US-dollar comparison of Eventbrite and Lineup Day fees is in this fee walkthrough.
3. Open registration with the questions you will use
Publish the page, set free and paid tiers, and ask only what changes the day: shirt size, emergency contact, wave, dietary need. Community is free for a free event. On a paid Club ticket the guest pays 3% plus 0.50 in the event currency, on top of the price.
4. Vendors and the room
If you have stalls, send a short vendor application and sketch the booths before you promise a frontage. The floor plan maker is a sketch with up to 100 blocks. It is not a scaled drawing and it does not check fire rules. Walk the real room for that.
5. The things you still print
- Name badges for a meetup, a class, or a corporate room.
- Race bibs when the number has to be visible on a runner.
- Numbered paper tickets only for a show that is not scanning QR codes. Paper tickets from the free tool are not admission passes.
6. Put it on their calendar
Send an ICS file or a Google and Outlook link with the venue timezone. A link opens a draft. It does not invite the list by itself.
7. The door
- Who is scanning, and which phones.
- A guest shows the QR. Green means the ticket is valid. A second scan of the same ticket is caught.
- Community includes 3 scanner phones. The scanner works offline and syncs when the connection returns.
- A paper list only as a backup you hope not to use.
Corporate events
A company event uses the same spine, plus a few lines that birthday checklists forget. “Event planning checklist for corporate events” is mostly this list with owners attached.
- Name the host and give them a one-page run of show: start, speakers, breaks, end.
- If a company is paying, collect the invoice details before you spend the deposit.
- Lock dietary counts on the date the caterer gave you, not the morning of the event.
- Print badges with name and company. People from four departments will not introduce themselves properly without that.
- Send the calendar file in the event timezone. A guest flying in still needs the local time of the room.
- Check the projector and the microphones the day before, with the person who will run them.
Charity dinners, outdoor markets, and club races do not need a separate philosophy. They need the same budget, a capacity you believe, and a door that can say yes or no. Start with the budget sample, replace every figure, and publish the page when the break-even number is one you can reach.
Good to know
How is break-even attendance calculated?
Fixed costs minus sponsorship, divided by ticket income per guest minus the cost that comes with each guest, rounded up. If the ticket does not cover that per-guest cost, more guests will not close the gap.
What should a corporate event add to the checklist?
A named host, a one-page run of show, invoice details if a company is paying, dietary counts before the caterer cutoff, badges with name and company, and a calendar file in the event’s timezone.
Does the checklist include ticket fees?
Only if you put them in. Enter ticket income after the fees you bear, or add those fees as a cost. The fee calculator is a separate US-dollar estimate.