Office Administration & Digital Productivity · Intermediate level

Intermediate level · Module 4: Event and Travel Coordination · Lesson 1 of 3

Planning Office Events

Plan workshops, meetings and events from a timeline and checklist.

In this lesson you will

  • Build an event timeline and checklist
  • Prepare an event budget

Key concepts

event brieftimelinevenue checklistevent budget

The lesson

Start with a brief: purpose, date, participants, budget and who approves.

Work backwards from the date: book the venue, send invitations, confirm catering and equipment, prepare materials and registration.

The budget covers venue, meals, transport refunds, materials and contingency; get approval before committing.

Step by step

  1. Write the event brief.
  2. Build the timeline.
  3. Complete the venue checklist.
  4. Prepare the budget.

Practice activity

Plan the two-day workshop.

Expected result: A complete plan with timeline, checklist and approved budget.

Check your understanding

  1. What should an event brief state?

    Show answer

    Purpose, date, participants, budget and approver.

  2. Why work backwards from the event date?

    Show answer

    To schedule each task in time.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.