Event and conference planning start-up checklist

Becoming a successful professional event or conference planner requires specific skills. Arranging for food, entertainment and décor are essential, but there are other factors to consider. Find out how the Event and conference planning start-up checklist can help you.

For general information on business start-up, consult our Business start-up checklist.

  • Business start-up checklist
    When you're setting up your business, you need to ensure that all of your bases are covered. Consider the following steps as you navigate through the business start-up phase.

Table of Contents

    Knowing the event and conference planning industry

    It's important to define the type of services you will provide. Do your business interests lie in celebration-style event planning, or do you prefer more corporate or educational events? Use these resources to help develop your knowledge base and increase your expertise.

    Setting up your event and conference planning business

    As an event or conference planner you will be coordinating every detail from beginning to end. Your clients will depend on you to have everything in place, on time and within budget. Check these resources to help set up your business.

    • Operations planning
      Take steps to increase productivity, improve quality, and effectively manage the day-to-day operations of your business.
    • Protecting your business
      Your company is your greatest investment. Discover safeguard options that will help keep your business secure.
    • Pricing
      Know the factors that will help you determine the payment you will receive in exchange for your goods or services.
    • Finding and managing suppliers
      Find suppliers to fill the many needs of your business.
    • Risk management
      Identify the risks your business may face and learn to set up an effective risk management program to maximize your chances of success.
    • Criminal record checks and security screening
      Find out how to obtain a criminal record check to protect your business and your employees, and to increase client confidence.

    Complying with event and conference planning regulations

    Depending on the type of events you coordinate, you will find that regulations may vary federally, provincially, territorially, and municipally. How you market your event, provide music or supply food may require specific licences or regulations. Access the resources below to learn more.

    Hiring and training your employees

    Although you do not need specific training to be an event or conference planner, you may have an advantage over your competition if you have a degree or specialized certification. Use this information to create your training plan.

    Additional Resources

    Whether you are just starting out or are an experienced entrepreneur who's been in business for years, you can never be too informed when it comes to your business.

    • Starting a business
      Want to be your own boss? Find out how to start a business.
    • Business support organizations
      Seeking the advice of peers, professional business counsellors and coaches can help you transition from new business owner to experienced entrepreneur.
    • Contact the Canada Business Network
      The Canada Business Network has centres across the country that offer guidance, information and resources to help make your journey in business a success.
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