Step 2 – What

Deciding What your Event is all about…

Event Scope

The event “what” happens after in depth planning and stakeholder discussions.   After developing the original concept plan which may be altered after the feasibility stage, now is when you finalise the event concept and each individual element.  

This is now the time to create an event scope.  An event scope helps to make clear what is being produced and delivered.  It can be very detailed, but one page may be enough.    It may contain the following:

  • An event description
  • List of each element
  • Task list to deliver each element
  • Roles and responsibilities of the main contributors
  • List of stakeholders
  • Draft schedule or milestone dates
  • Basic assumptions (that may change over time)
  • A budget summary

Event Description

Your event description is your “elevator pitch”.  It is the way you describe your event in a concise manner so all involved have a clear understanding of the event vision and what you intend on delivering.

Project Management Approach

A good way to make sure you get everything done is to use a project management approach.   It is not as complicated as project managing the construction of a building for example but following some of the same approaches can help simplify the planning and delivery of events.  

A project management tool that may be helpful is a work breakdown chart this is one way of applying project management theories to events.  As you can see from the diagram the work breakdown chart simplifies the tasks required to complete an activity and the activities required to achieve one of the objectives set in the event plan.  

Budget

The event scope will be controlled by the event budget so having and understanding and control over the event budget is essential for a successful event.  Unfortunately, when running events things don’t always go to plan and extra spending often required so make sure when setting the budget, you get quotes for anything you need to buy or hire and then add in 15-20% extra as a contingency.    If you don’t spend the contingency, then that’s great but you also know it’s there if things get a little tight. 

Costs to consider

  • Venue Hire
  • Staffing
  • Audio/visual
  • Printing
  • Wayfinding signs
  • An event app
  • Entertainment
  • Cleaning
  • Security
  • Catering
  • Speakers Fees
  • Activity Hire
  • Decor
  • Lighting
  • Staging
  • Furniture Hire
  • Photography/Videography
  • Marketing

The clearer you are about the costs before the event the calmer you should be, it also might be a good idea to set up approval processes if you are not the only person spending the money to make sure you know about purchases as they happen, and you can manage the budget accordingly. 

Use this spreadsheet as a guide and transfer to downloaded event budget spreadsheet.

Marketing

Events are “experiences” and therefore are marketed in a different way to a product.  There is nothing tangible the event attendee can take away apart from photos and souvenirs so when marketing the event, it is up to the event marketer to give people a real understanding of the event experience.  

Be very clear about your ideal customer, the more you understand your customer the more likely your event will appeal to them.  Some questions to ask about your customers:

Understanding your ideal customer helps identify the benefits of attending your event and use these insights to create a desire to attend. 

When you are identifying your customer, try to expand you event audience and think about other customer segments that might not immediately come to mind.

  • How old are they?
  • Where do they live?
  • Are they male or female?
  • Are they already engaged with the event and the community or are they new to the community?
  • How much time do they have?

Customers

Remember the whole idea about running events is to give attendees a great experience.  

People want to feel connected, to each other, to a cause, to an experience.  Event managers are in a hugely privileged position they get to craft and deliver some amazing experiences for people.   Events provide people with an opportunity to get away from the realities for life for a couple of hours, when you put the customer in the very centre of everything you do when planning and delivering your event you are guaranteed a success.

Pricing

There are a number of different ways to come up with a price for your event.  

  1. Breakeven – how many tickets do you need to sell to cover your costs
  2. Stakeholder testing – what will people pay for the event
  3. Similar events – what are other people charging for their events

If capacity of your venue an issue, then you can charge more because of the scarcity of available seats, if capacity is no issue, then setting a cheaper price may help increase the number of attendees. 

The most important consideration with pricing is that people get value for money.  Customers are savvy, you may be able to scam people the first time but never again.

Step 1 Why – How to get your event off the ground!

Throughout history our communities have come together to celebrate, to learn, to enjoy theatre, music or sport. 

Event management therefore is as old as civilised society however it remains a small industry of unique individuals who have a huge range of skills and who at times have to work under an enormous strain to ensure that the “show must go on”; people who forego their own weekends, nights and public holidays to ensure the enjoyment of others.   That said it is so much fun.  

One of the most challenging elements of event management is focus!  Events are time specific therefore you don’t get the gift of time, all the way through the process you will choose to complete one activity over another competing activity.  Sometimes these will be choices you make and other times they will be forced upon you by suppliers or circumstance. 

But before you do all of that you need to get your event off the ground.  You may not need all of what follows to get your event off the ground but thinking about the event vision, event concept, creating event goals, knowing how to pitch your event and whether your event is feasible will certainly increase the chance of your event being a success!

Writing a vision for your event

Let’s talk about vision – why are you running your event? 

Great events are about the bigger picture.    Ask these questions…

  • Why is the event being held?
  • What will engage your audience?
  • What do they want to hear, to see, to smell?
  • What will make them lean in for more, get them off their devices and shush the person sitting next to them? 

Events are about make an emotional connection and you need to be very clear about what you are trying to achieve.  Is it to raise money, give back to the community or celebrate an important event in your life?  The Why is critical to the eventual outcome. 

People do and buy things that make them feel good.   Your event must tap into something special inside each of your attendees.  A good example of this is if you are running a school fete.  A great way to connect with the attendees is to get their kids involved.  Parents love seeing their kids in the spotlight!

A vision creates understanding about what you are trying to achieve, the purpose of the event and the principles that drive your decision making along the way.

Sometimes you will be the event manager not the event creator so if you are it is even more important to understand why the event exists, this understanding will drive everything you do and help you connect with volunteers, suppliers, customers and any other stakeholders.

Sometimes it might seem a bit of an overkill to create a vision for your event, however, with all of the competing priorities you will face when creating and managing an event along with everything else in your work and personal life the vision will keep you anchored in what you want to achieve.  When you feel a little lost come back to the vision and remind yourself why you began the event in the first place.

It’s important that your vision is simple to understand, to communicate, to inspire.  It should be short and easy to remember for you and your employees.  It needs to be aligned to the organisational or personal values and it should be ambitious, so it challenges yourself and others.

Ask

  • Why is the event being held?
  • What are your personal or organisational values? 

These will underpin everything you do when managing the event.

Crafting an Event Concept

It doesn’t matter how big or small your event is, all events start from an idea, a concept.  Once you have created your vision it is time to craft the event concept.  The event concept is the way you describe the event.    It may be a community fete, an outdoor festival, food and wine festival, an auction, a trivia night, a sporting event, a wedding, the list goes on and on. 

Event concepts can change over time as you get more information from stakeholders and you understand the environment in which the event will be held, so don’t get too caught up if the concept changes over time, as long as you can connect it back to the event vision that is ok.  

To come up with some event concepts you can use the thought starters following to work through some of your ideas.

3 Ideas that suit this Event Type

  • 3 Crazy Event Ideas
  • What is expected of this type of event?
  • Based on other events what could I do more of?
  • Based on other events what could I do less of?
  • What would make this event different from other like events?

Event Goals

Once you have your vision and concept you can then create goals to keep you on track during the planning process. Event goals will also provide you with the basis of you post event review.  Checking back against goals that were set at the beginning of the process will help show how well the event performed and whether it should be done again in the future.

A straightforward way of setting goals is to use the SMART model.  Are your goals Specific, Meaningful, Achievable, Relevant and Timely?

Six goals should be enough.

Your Event Pitch

To get your event off the ground you may have to pitch your event vision and concept to a committee, your boss or sponsors, this is a crucial stage of the event. 

Some of the things you will need to consider are your own presentation ability, can you speak clearly and concisely to a group of people?  You may want to learn more about presentation skills.

Make sure you understand your audience, what is in it for them listening to your pitch, how will the event benefit them?

A school committee for example may want to understand the costs of conducting the event and the benefits to the school before giving approval.  A sponsor on the other hand will want to hear the benefits to their brand by being involved. 

When pitching match your tone with the event, if it’s a fun event your pitch should be upbeat, if it’s a serious event be serious, dress professionally.  Be ready for questions you may be asked by your stakeholders and make sure you have an answer.

Is Your Event Feasible?

After your successful pitch, you may need to conduct a feasibility study.  This is when you provide more detail about the event including the concept, the activities, the timing and the venue. 

A feasibility study helps show if the event concept practical and if it can be delivered by the resources available.  Resources include available money, people and time.   A feasibility study will also help you determine if the event will make more money than it will cost to run.

A formal feasibility study includes the following subject headings –

  • executive summary – This section is no more than one page long and summarises all of the information in the rest of the report
  • event description – details all your decisions to date about the event, it would include the event vision, goals and general concepts.  You would also include a suggested event date or range of dates in this section
  • environmental analysis – details the environment in which the event is to be held, also list the potential environmental impacts.  These maybe things such as noise, waste, traffic management and other event arrangements that may impact on the surrounding environment
  • marketing strategy – here you would detail the potential purchasers of event tickets and sponsors.  The marketing strategy details how the event manager will go about engaging with the marketplace
  • organisational strategy – how the organisation will be able to meet the task requirements of the event.  It will detail what current organisational resources are available to work on the event and also what additional resources, if any, are required
  • implementation schedule – the important time frames you have identified for the event.  It will include important milestones
  • financial projections – all known event costs and those assumed or estimated costs.  It will also include assumptions about sales and attendances at the event, these projections should be as realistic as possible
  • findings and recommendations – a summary of the information included in the rest of the document in the form of a finding or a recommendation as to whether the organisation can confidently proceed with the running of the event

It may not be necessary to do a formal feasibility study; a discussion may be enough to consider if the event concept is feasible. 

Event managers need to be the calmest person in the room because things can and do go wrong, by being clear about your event vision and concept, setting realistic goals, pitching your event to get the support you need and finally making sure your event is feasible will put you in a much better position to deal with issues as they arise and still put on a fantastic event because of you preparation and planning.