9+ Workshop Planning Checklist Templates

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Workshops are one of those events that are planned properly, so you should not leave them up to chance. People will be attending these workshops in order to learn something and get some practical value out of the experience. They will look up to you, the event organizer and planner, to make it happen exactly the way they want. If you do not, then this might be a huge loss for your company. So, make the right use of plan templates, so that you can plan the perfect workshop for your clients. You may also see planning checklist templates.

Sample Workshop Planning Checklist

Sample Workshop Planning Checklist
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  • Google Docs
  • MS Word
  • Pages

Size: A4, US

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Planning to host a workshop and need the right checklist to help you not forget anything? We got just the right thing for you. Get this above template and never worry about forgetting an important detail for your event. Get your team organized and collaborate better with a checklist. You can personalize the checklist template to fit your business and purpose. Simply add, edit or modify any content, it is that easy to use. You can be sure to streamline your business in no time, guaranteed! Check it out now!

Workshop Planning Checklist Template

Workshop Planning Checklist Template
Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: A4, US

Download

Identify the tasks to be done as you plan for your company’s workshop activities through the preparation of an effective planning guide you can easily create with this easy-to-customize workshop planning checklist template mentioned above. This template has all the editable content that allows you to effectively outline how to plan your company’s workshop events perfectly so that it can be executed in the way you want. If you like to check other checklists as well, then we have the project checklist from our collections for free as well, which will definitely be of great use to you.

Workshop Event Planning Checklist

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  • PDF

Size: 233 KB

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Training Workshop Planning Checklist

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  • PDF

Size: 11 KB

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How to Create a Workshop Planning Checklist?

Step 1: Goals and Objectives

The first and the foremost step for you to know before you start planning for the workshop and the checklist would be to know what the basic goals and objectives of your company are. This way, it becomes easier to work in a team and also, makes it clear as to what is it that you should be able to achieve exactly. These goals could be any type of goals- business, learning, developmental, etc. Checklist templates in Google Docs will help you create the right checklists for every possible topic.

Step 2: Sponsorship Search

It is very important for you to know who your target audience is so that it would be easier for you to reach your goals effortlessly. Know what kind of sponsorship activities can you provide. This makes it easier to get sponsors, who look for more benefits. Make a list of these sponsors and try to reach out to them, telling them about all the exciting benefits you give them.

Step 3: Budget

Finances play an important role in the management of an event. They help you understand what you can do to cut down unnecessary expenses and where you can generate more income for your organization. Show sponsorship contributions in the budget without fail. You get a clearer picture of the revenue this way and you can keep that pretty much under wraps before it goes haywire. There are many checklist templates in Word that can be of great help to you while creating the checklist that you need.

Step 4: Finalize Schedule

Once you have all the details in place, the next thing for you to do would be to make sure that you know the date, time, location, venue, etc. details of the workshop that you would be planning for. It is very important that these be mentioned in the schedule so that it is easy to make the right decision wherever needed. Breaks are an important part of the workshop, so make sure you give enough to the speakers and the audience as well. Promotions also play an important role in making the workshop a success.

Step 5: Review and Checklist

Review your plan, make sure you have all the timings correct for all the vendors for the workshop, make sure they know their timings too so that everything goes smoothly in the event place. Know who your stakeholder is and make sure you do the needy for them. It is very important that you know the purpose of your seminar, the ticker price, how many people can attend the workshop depending on the seating place, etc. Once you have all of it in place, review it. Make a checklist, just so you do not miss out on any details at the end that needs to be added.

One Day Workshop Planning Checklist

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  • PDF

Size: 73 KB

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Business Workshop Planning Checklist Template

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  • PDF

Size: 672 KB

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How to Plan Your Workshop with a Checklist?

If you’ve ever used a daily checklist, you know the principle behind why checklists are great planning tools. They are also stupidly simple, which is exactly what you need.

Often the simplest tools are the most useful, allowing you operational flexibility while also making sure you have all the information you need and you have some practical structure. The following elements are very important in any checklist and this makes them unique from one another:

  • Flexibility – If you use training workshop planning checklists, you will have all the necessary next steps under various different categories. All you have to do is accomplish them within the timeline. With that, you can change your daily plans to make sure that these tasks are met and can be fulfilled completely and successfully.
  • InformationA checklist for the workshop will show you how to check through every possible corner that has any effect at all in the workshop you are hosting. This covers everything from financial matters, registration, mailing, and other logistical considerations.
  • Structure – Notice the stages of planning in a checklist before you actually start the planning. It can be divided into before, during and after the workshop. Also, make sure that you note the way every checklist you have makes sure that you consider everything from within the structure and limitations of the workshop you are hosting.

Blank checklists will be of great help to you for creating the perfect kind of checklists. All you would have to do is download and edit it to fit your needs and preferences. They are one of the most organized, effective and stress-free ways to make the best checklists.

Mini-Workshop Planning Checklist

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File Format
  • PDF

Size: 29 KB

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Daily Workshop Planning Checklist Sample

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  • PDF

Size: 151 KB

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Teachers Workshop Planning Checklist

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  • DOCX

Size: 441 KB

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Workshop Preparation Planning Checklist

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File Format
  • PDF

Size: 223 KB

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How to Use These Checklists?

These examples of workshop-planning checklists will best serve you as references or inspiration. They can also be used to guide you with your planning strategy, based on the contexts that work for you-you can choose from a variety of options covering teacher’s workshops, daily workshops, business workshops, and others. Whatever you are planning for the workshop can be easily broken into smaller parts, so that it gets easier to handle.

As an event organizer you likely already know how to use tools such as checklists; you only need good examples to show you the best ways of going about it. There are many checklists samples available online for you to check and make the one that is best suitable for the idea you have in mind.

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