Sales Event Staffing Checklist

SALES EVENT STAFFING CHECKLIST

This comprehensive checklist is designed to assist in effectively staffing a sales event. It is divided into eight distinct sections, each critical to the seamless operation of the event. This checklist ensures all staffing needs are anticipated and met, providing a structured approach to event management.

Task	Details	Status
Pre-Event Strategic Planning
Identify Key Roles	Outline specific duties for sales leads, product demonstrators, greeters, logistics, etc.
Estimate Headcount	Determine the number of staff needed based on event size: e.g., 40 staff for an event expecting 1,000 attendees.
Assign Team Leaders	Select experienced personnel to manage different staff groups.
Recruitment and Selection
Launch Recruitment Campaign	Use job boards, [Your Company Social Media], and staffing agencies to source candidates.
Screen Applications	Review applications and resumes to shortlist candidates for interviews.
Conduct Interviews	Hold face-to-face or virtual interviews to assess skills and experience.
Training and Development
Develop Training Materials	Create guides and videos on product knowledge, sales tactics, and customer engagement.
Schedule Training Sessions	Organize sessions, preferably one month before the event, e.g., from 2050-12-01 to 2050-12-05.
Evaluate Training Outcomes	Assess staff readiness through quizzes or role-play scenarios.
Inventory and Equipment Handling
Confirm Product Inventory	Verify stock levels for all display and sale items, including backups.
Equipment Check	Ensure all demonstration units, AV equipment, and payment systems are fully operational.
Training and Development
Allocate Stations	Designate areas for product demonstration, sales transactions, and customer service.
Finalize Event Layout	Confirm the floor plan, including booths, product display areas, and signage placements.
Emergency Preparedness	Plan for medical emergencies, power outages, and other unexpected events.

Each task should be tracked for completion as the event planning progresses. Assigning specific team members to each task will ensure accountability and efficiency. Remember, the key to a successful sales event is thorough preparation and clear communication among all team members.