Planning an event is tough. From figuring out the schedule to finding the right venue, it can be easy to overlook crucial components needed to host a successful event. Your plans for your event should be established from the start. With the right strategy, you can build buzz, excitement, and expand your audience well beyond the actual event. 

Below is a general guideline for when and how to plan your event that you could customize for your organization.  

P.S: This is a pretty lengthy list, so get your notebook and pen out.  

6-12 months prior📅: 

  • Establish your goals and purpose (workshop for a skill, networking, etc.) of the event. 


  • What would make you consider this event a success? 
  • What is the end goal? 


  • Identify the event's team members and delegate their responsibilities accordingly. 


  • Figure out how you're going to track everyone's responsibilities and the overall progress of this project (weekly meetings, spreadsheets, project management software). 


  • Start discussing the date and time. 


  • Remember to give yourself and your team some breathing room for mistakes and unexpected curveballs. 
  • Decide the duration of the event.


  • Identify your attendees. You need to establish who your target market is for this event. 


  • If this is an “invite-only” event, you'll need to start building an invite list and an outreach process. 


  • Make a list of favorable venues. 


  • It's good to weigh the pros and cons of each venue in order to make the best decision. 
  • Key things to consider are: location, price, accommodations, facilities, availability etc. 


  • If you're going to include promotional materials, decide on a selection of items that you'll use and how many you'll need. LGP Hub is a one-stop shop for all promotional needs. Visit our website and create virtual samples with your logo. 


  • If you're looking to have food and drinks (whether they're free or on sale), start looking at various catering options. 


  • Hors D'oeuvres and other snack items are a great option. 
  • You can also never go wrong with bottled waters, which you can provide to thirsty guests at long events. Get custom label bottled waters with your brand's logo on LGP Promo.


  • Plan the program/schedule. You'll need to put a schedule together that will keep your audience engaged throughout.


  • Identify the participants of the events.


  • Create a list of the folks you'll want to include.
  • Consider your brand's image when choosing your participants. Some artists, speakers and entrepreneurs have certain beliefs/values that may not align with you or your brand, so choose wisely.


  • Reach out to the participants on your list. Even though you're making these plans 6-12 months in advance, some of these persons are busy and may have other engagements, so make your arrangements as soon as possible.


  • Discuss options for the event budget.


  • Finalize the costs associated with the event.
  • Look into some funding options if needed and make a list of possible sources.


  • Discuss awards, invitations, flyers, tickets, etc. with the design team. Products for events (including the ones I mentioned) are available on LGP Hub. Visit our website and request a quote.


  • Have conversation with the entire team to review all the decisions and actions items before you start executing anything.

3-6 months prior:

  • Finalize the details of the venue and the external vendors.

 

  • Choose a venue and confirm this with the team.
  • Security options. 
  • Make the necessary arrangements for the décor and catering. 
  • Book a photographer/videographer if necessary. 
  • Review any rules or protocols about the venue. 


  • Confirm with all performers, speakers, VIP guests, musicians and any other contributors.


  • Approve all marketing materials/promotional items with the design team.



  • Broadcast the “save-the-date” notifications via email, social media, text—whichever platforms you use to communicate with your audience.

3 months prior:

  • Make any necessary deposits for the venue, caterers, performers, musicians, etc. 


  • Order the design materials (preferably from LGP Hub 😉).


  • Awards/promotional gifts for attendees.
  • Flyers and posters. 
  • Name badges or place cards. 
  • Signs. 


  • Confirm accommodations for guests if applicable (hotel stays, transportation, etc.). 


  • Confirm the event schedule.


  • The lineup for the speakers or performers. 
  • Topics. 
  • Time and duration of performances. 


  • Confirm options for catering.


  • Finalize the overall menu. 
  • If this is an exclusive event, check in with the guests for allergies and preferences. 

2 months prior:

  • Approve the final copy for programs, brochures and other printed materials.


  • Check out the venue. 


  • Do a walkthrough to ensure that the different set ups make sense. 
  • Confirm arrangements for tech/AV equipment. 


  • Ensure that all participants sign necessary forms or agreements. 

1 month prior:

  • Send out an email with the latest updates.


  • Ensure to include any changes which might've occurred. 
  • If it's applicable, add a personal touch and include a “things to do in the city/town” section, in case some of your guests are foreigners/from a different town. 


  • Ensure that all printed items are sent to the printer.


  • Ensure that all requests made by participants are met.


  • For example: Some speakers like to do presentations, therefore, you would need to ensure that a projector and laptop are available. 


  • Arrange all press and PR activities. 


  • Finalize all payments to vendors, the venue, contributors, etc. 


  • Send out a final reminder to guests and participants and this can include. 


  • Directions to the venue. 
  • Dress code (if applicable). 
  • Agenda. 


  • Delegate tasks to the onsite team on the day of the event. 

1 week prior: 

  • Send out reminder emails, texts or social media platforms to guests. 


  • Confirm transportation for everyone involved. 


  • Review roles and responsibilities for the on-site team. This is especially important if any teammates are unable to make it. 



  • Final confirmation is needed for the venue, such as the décor, equipment, entertainment security, etc. 

One day prior: 

  • Send out a “see you soon” email, text or social media post to your guests. 



  • Do one last final check at the venue to ensure that everything is set up and ready for the next day. 

 Day of the event⏰:

  • If you use social media, send out posts/tweets about sessions, speakers and other activities happening in real-time.

 

  • Broadcast an email reminder to your audience. You can include last-minute deals on tickets if there are any left. 


  • Run through the entire event with your staff. 


  • Make checks on all tech and equipment to ensure that everything is working. 



  • Check in with all vendors and communicate all last-minute requests with them.

Ideally, you'll want at least 6 months to effectively plan an event. The success of any event is dependent on a clear road map, complete with goals and action items for your team to execute. You can purchase promotional items and other marketing materials on LGP Hub. We have a vast selection of promotional products to make any event a successful one. Contact us and get a free swag consult

By Fatina Malik April 14, 2026
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By Fatina Malik February 12, 2026
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LGP blog about SWAG BAG IDEAS FOR VIRTUAL EVENTS
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