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Successful Event Planning Case Studies: How These Entrepreneurs Nailed it

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Starting an event planning business can be both exciting and daunting. Have you ever wondered what sets apart successful event planners from the rest? The answer lies in learning from real-world experiences and understanding the nuances of successful event planning case studies.  These select case studies showcase how entrepreneurs nailed the art of event planning, and explore the lessons that can shape your own path towards success.

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Case Study 1: A 200-Guest Corporate Gala Done Right

Overview of the corporate gala event.

The successful event planning case study focuses on a high-profile corporate gala that aimed to host 200 guests. The event was designed to embody the company’s brand image and provide a sophisticated and memorable experience for all attendees.

Key Challenges Faced in Planning and Execution

  • Securing the ideal venue within budget constraints
  • Coordinating with multiple vendors for catering, decor, and entertainment
  • Managing RSVPs and guest communications effectively

Strategies Employed to Ensure a Seamless Event

  • Thorough vendor selection process based on reputation and previous work
  • Detailed event timeline and contingency plans for unforeseen circumstances
  • Regular communication and updates to the client to ensure alignment with expectations

Positive Outcomes and Attendee Feedback

The corporate gala achieved its objectives, receiving positive feedback from attendees and the client. The event’s success was measured through increased brand engagement, meaningful networking opportunities, and overall guest satisfaction.

This case study highlights the importance of meticulous planning, vendor management, and client collaboration in executing a successful corporate event.

Case Study 2: Transforming a Dream Wedding into Reality

Personalization and customization in wedding event planning.

When delving into successful event planning case studies, the focus on a dream wedding illustrates the significance of personalized experiences. The case study reflects the journey of fulfilling the couple’s unique vision while ensuring a seamless and unforgettable celebration.

Dealing with Last-Minute Changes and Unforeseen Circumstances

  • Flexibility in adapting to sudden changes in weather or venue availability
  • Quick decision-making and effective communication with vendors and the couple
  • Maintaining the overall ambiance and experience despite unexpected challenges

Emphasizing the Emotional Impact of a Successful Wedding Event

The case study unveils how the attention to detail and emotional resonance can elevate a wedding into an extraordinary and cherished memory. By understanding the couple’s preferences and translating them into a cohesive event, the planners demonstrated their expertise in creating an unforgettable experience.

This successful event planning case study exemplifies the emotional significance and meticulous coordination required to execute a flawless wedding event.

Case Study 3: Engaging Community with a Local Charity Fundraiser

Importance of community involvement in event planning.

This case study shines a spotlight on the successful integration of the local community in a charity fundraiser event. It emphasizes the significance of fostering a sense of unity and shared purpose to create meaningful experiences.

Balancing Entertainment and Purpose for Fundraising Events

  • Curating engaging activities and entertainment to foster a lively atmosphere
  • Incorporating storytelling and impactful presentations to connect attendees with the cause
  • Ensuring a seamless flow of the event program to maintain guest engagement

Showcasing the Impact of the Event on the Community and the Cause

The case study illustrates how a well-executed charity fundraiser can both uplift the community spirit and generate substantial contributions towards the cause. It exemplifies the positive outcomes that can be achieved through purpose-driven event planning.

This successful event planning case study underscores the potential for community-centric events to make a lasting impact beyond the event itself.

Lessons Learned and Best Practices

The exploration of these successful event planning case studies reveals several recurrent best practices and valuable insights for aspiring event planners aiming for success in similar events.

Key Takeaways for Aspiring Event Planners

  • Prioritize meticulous planning and attention to detail in every aspect of the event
  • Build strong vendor relationships to ensure seamless execution and quality delivery
  • Embrace flexibility and adaptability to effectively manage unexpected challenges

Tips for Adapting the Lessons to Different Event Types and Sizes

  • Tailoring the event planning approach to suit the specific needs and objectives of diverse events
  • Implementing creative solutions and personalized touches to enhance the overall event experience
  • Scaling strategies and best practices to align with varying event scales and audience demographics

Conclusion: Empower Your Event Planning Journey with Insightful Case Studies

The journey through these compelling event planning case studies underscores the vital role of leveraging real-life successes to fuel one’s own event planning ventures. These stories serve as a wellspring of inspiration and wisdom for both budding and experienced event planners alike.

We urge you to glean insights from these successful event planning case studies and infuse your own event planning endeavors with the learnings and best practices encapsulated in these narratives. Embrace the evolving landscape of event planning with the confidence and knowledge derived from these impactful case studies.

Q: Why are successful event planning case studies important for aspiring event planners?

A: Successful event planning case studies offer real-life examples of effective strategies, challenges, and outcomes, serving as valuable learning resources for aspiring event planners to understand and apply best practices in their own ventures.

Q: How can event planners leverage insights from case studies in their own projects?

A: By analyzing successful event planning case studies, event planners can extract actionable insights, innovative approaches, and proven methods, which can be adapted to enhance their own event planning projects.

Q: What types of events are typically covered in successful event planning case studies?

A: Successful event planning case studies may cover a wide range of events, including corporate galas, weddings, charity fundraisers, product launches, and community events, showcasing diverse planning approaches and outcomes.

Q: Are there common challenges addressed in successful event planning case studies?

A: Yes, successful event planning case studies often highlight common challenges such as budget management, vendor coordination, unexpected changes, and maintaining the overall guest experience.

Q: Where can event planners find more detailed case studies and resources?

A: Event planners can access detailed case studies and additional resources from reputable event planning organizations, industry publications, and professional associations with valuable insights and best practices for successful event planning.  

Case Studies: Successful Events Using Event Software

Introduction.

In the evolving realm of event planning, success hinges on adapting to the target audience’s demands and creating memorable experiences. This compilation of case studies uncovers the success stories of prominent organizations such as GE Healthcare, leveraging modern platforms in the information technology sector. These stories illuminate the transformative power of event software in orchestrating successful product launches, virtual and hybrid events, and esports competitions across the United States and beyond. They highlight amplified customer satisfaction, enhanced security, significant cost savings, and insightful analytics, offering valuable lessons for event planners on the path to success. Delve into these customer stories to discover how the right platform can elevate your event planning strategies.

5 Event Case Studies

Case study 1: product launch by ge healthcare.

GE Healthcare leveraged a top-tier platform in the information technology sector to successfully launch a groundbreaking product. This case study emphasizes the crucial role of analytics in understanding the target audience, leading to a memorable experience and amplified customer satisfaction.

Case Study 2: Virtual Event In The United States

As the demand for virtual events surged, a prominent firm triumphed in hosting a large-scale virtual event using advanced event software. The event offered attendees an interactive experience and demonstrated impressive cost savings, making it a success story worth noting.

Case Study 3: Hybrid Event In The Information Technology Sector

In this customer story, an IT company adeptly bridged the gap between physical and digital spaces, setting up a hybrid event that attracted a broad audience. The event showcased the platform’s security features, underscoring the importance of safety in memorable experiences.

Case Study 4: Esports Competition

This case study recounts how a leading Esports organization used an event software platform to deliver an exceptional experience for attendees, from live streaming to real-time social media integration. This success story encapsulates the power of creating memorable experiences for a specific target audience.

Case Study 5: United Nations Conference

The United Nations harnessed event software to enhance the attendee experience at a crucial conference. With robust analytics, seamless security, and improved customer satisfaction, this case study is an example of how event planners can utilize technology for successful and impactful events.

The Skift Take: These case studies demonstrate the powerful role of event software platforms in facilitating successful events, from product launches to large-scale conferences. Leveraging technology, organizations like GE Healthcare and the United Nations have improved attendee experience, enhanced security, saved costs, and gained valuable insights. These success stories serve as a testament to the transformative potential of information technology in event planning.

Why Event Badges Will Never Be The Same Again [Case Study]

The digital revolution has forever changed the face of event badges. In our case study, we delve into how technology-driven badges have enhanced the event experience, providing not just identity verification, but also serving as a tool for networking, data collection, and improving overall attendee engagement.

How To Increase Engagement With Your Event App By 350% [Case Study]

In this case study, we unravel the strategy behind a staggering 350% increase in event app engagement. Through a blend of user-friendly design, interactive features, and personalized content, the case underlines the power of a well-implemented event app in boosting attendee interaction and enhancing the overall event experience.

How To Meet Green [Case Study]

This case study explores the concept of sustainable event planning. It illustrates how a platform’s features can facilitate ‘green’ events, thereby reducing environmental impact while ensuring a memorable attendee experience. Such initiatives highlight the potential for event software to contribute meaningfully towards global sustainability goals.

How To Increase Attendance By 100+% [Case Study]

This case study explores the tactics employed by an organization which led to a remarkable doubling of event attendance. The successful campaign, powered by a robust event software platform, offered personalized communication, early bird incentives, and an appealing event agenda, demonstrating the potential of effective marketing strategies in boosting event turnout.

How This Event Boosted Their Success [Case Study]

This case study unravels the success journey of an event that significantly boosted their success using a comprehensive event software platform. The strategic use of interactive features, data insights, and exceptional planning led to a remarkable rise in attendee satisfaction and engagement, underlining the game-changing potential of technology in event management.

In the dynamic field of event planning. The power of leveraging advanced platforms in information technology, as demonstrated in the case studies, is clear. Success stories from esteemed organizations such as GE Healthcare. Underscore the invaluable role of event software in facilitating triumphant product launches, virtual and hybrid events, and even esports competitions. The benefits are manifold, including enhanced customer satisfaction, improved security, substantial cost savings, and the generation of valuable analytics to guide future strategies. These case studies serve as tangible proof that the right technology can significantly elevate the success of your event.

If these success stories inspire you to embrace the transformative power of event software. We invite you to experience the difference firsthand. Orderific is ready to demonstrate how our platform can elevate your event planning process. Book a demo with us today and begin your journey towards unprecedented event success.

What role do event case studies play in the event planning and management process?

Event case studies offer real-world examples of successful planning and management strategies, providing valuable insights and lessons.

How can event professionals benefit from studying real-world success stories in the industry?

They can gain practical knowledge, tactics, and inspiration to implement successful strategies in their own events.

What types of insights can event case studies provide for improving future events?

Event case studies provide actionable insights into effective planning strategies, attendee engagement, and ROI optimization.

Are there specific industries or event types that are commonly featured in case studies?

Yes, industries often featured include tech, healthcare, and entertainment, and event types range from corporate events to music festivals.

How can event planners effectively apply lessons learned from case studies to their own projects?

They can apply these lessons by tailoring the strategies highlighted in case studies. Which aligns with their event’s unique needs and goals.

Introduction Enhancing a new employee's onboarding experience is crucial in an increasingly digital world. Through our advanced onboarding software, we Read more

Introduction Artificial intelligence (AI) is revolutionizing the event planning industry, offering event planners innovative tools to craft immersive, personalized experiences. Read more

Introduction Event technology is rapidly evolving, presenting opportunities and challenges for event planners. The adoption of event tech can significantly Read more

Introduction The era of big data has ushered in an unprecedented opportunity for event organizers. The wealth of event data Read more

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5 Event Case Studies

Skift Meetings Studio Team

January 13th, 2017 at 10:00 AM EST

event planning case study

Event planners are creating effective and successful events every single day, but on the whole we could do better with sharing event data and best practice. Here are 5 event case studies we can all learn from.

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Whether it is down to time, client confidentiality or protecting our ideas and ways of working eventprofs seem to struggle with shouting about our achievements and letting others benefit from our successes (or failures).

When a project is over we brainstorm and analyze internally within our team and with our clients but very few of us publish meaningful data and outcomes from our events for others to learn from and be inspired by. Perhaps this is one of the reasons why some executives struggle to appreciate the results and return that events can bring and why we still battle to protect event budgets in times of austerity?

As an industry we should work harder to crystallize the Return on Investment and Return on Objectives so there can be no doubt about the importance and relevance of events to the marketing mix. We need to demonstrate more clearly exactly how we added or created value through our events to prove that they are essential.

These 5 case studies from 2016 focus on events that achieved their objectives and share top tips on their learnings and data.

Why Event Badges Will Never Be the Same Again [Case Study]

badge

The 2016 Seattle GeekWire Startup Day used technology to help attendees get more from networking opportunities at the event and improve the experience. Through smart event badges they were able to create a total of 9,459 positive matches between participants with shared interests and analyze more closely the supply and demand.

How to Increase Engagement with your Event App by 350% [Case Study]

How-to-Increase-Engagement-with-your-Event-App-by-350%-[Case-Study]

If you invest in a mobile app for your event you want to be sure that people will download and use it. This case study outlines how the MAISON&OBJET exhibition increased engagement with their event app by 350%

How To Meet Green [Case Study]

green

One of the objectives of the Canadian Medical Association Annual Meeting was to create the greenest event going. Focusing on three main areas, this is how they did it and the difference they made.

How to Increase Attendance by 100+% [Case Study]

how-to-increase-attendance-by-100-case-study

Streamlining the registration process can have a big impact on workload and numbers. This case study shares how the Colorado Judicial Branch doubled the number of attendees for their largest conference and saved countless hours of administration time.

How This Event Boosted Their Success [Case Study]

how-the-ft-event-tour-boosted-their-success-case-study

Running regional events as part of a country-wide tour has plenty of challenges. This case study looks at how The Get Fit and Thick tour streamlined their processes for event success across the US.

In Conclusion

As these 5 case studies demonstrate, events can make a difference at a micro and macro level. As an industry let’s make a pledge to share our learnings, both positive and negative. By taking this bold step we can educate and support each other to run more effective events and further professionalize the event industry and spend event budget where they will yield the greatest results. We know the importance of events, and event technology , we need to do more to prove it to those that still need convincing.  

RIMS Enhances Security Measures for RISKWORLD in San Diego

Extra security precautions were put in place at this year’s RIMS RISKWORLD conference in San Diego after an active shooter situation shut down the final day of the 2023 conference in Atlanta.

brown and black police german shepherd with black leather harness

Maritz Reveals Trade Show Registration Trends

Maritz takes a closer look at new attendee behavior and shares insights on how to optimize revenue and attendance.

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Destination Brief: No Sales Tax in Portland Leads To Hero Event Experiences

Event planners face the challenge of creating ever more immersive and exciting event experiences but on a tighter budget. Portland’s zero sales tax, outside-the-box thinking, thriving foodie culture, and varied event venues are helping them to answer the call.

An aerial view of the Oregon Convention Center in Portland, with two pyramidal glass spires on the ceiling that can be lit up in different colors to match the event or conference theme.

How Compression is Reshaping the Meetings Industry

The number of potential dates to host meetings and conferences has shrunk making it difficult for budget-conscious groups to compete for peak days. In addition, there are compression issues for space that groups must contend with.

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New Bureau Launches to Meet High Demand for AI Speakers

Keynote speakers with expertise in artificial intelligence are in high demand as organizations embrace the new technology. One emerging speakers bureau is crafting bespoke sessions to meet client objectives.

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Beyond Limits: Seamless Transformation of a Capital Firm’s Largest Gathering Yet

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Olympic-Size Challenges: A Strategy Offsite for 500+ Employees in Austin

Investor Meeting Success: Half the Budget, Sustainable, & 100% Marketing ROI

Investor Meeting Success: Half the Budget, Sustainable, & 100% Marketing ROI

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Curating a Sales Incentive Trip in Cabo, Mexico Without Breaking Budget

Curating a Sales Incentive Trip in Cabo, Mexico Without Breaking Budget

Thoughtful Design and Fun-for-All is Key for Slack’s Employee Celebration

Thoughtful Design and Fun-for-All is Key for Slack’s Employee Celebration

A 3-DAY FESTIVAL-STYLE EVENT BUILT (LITERALLY!) FROM THE GROUND UP

A 3-DAY FESTIVAL-STYLE EVENT BUILT (LITERALLY!) FROM THE GROUND UP

PIVOTING FROM LIVE TO VIRTUAL FOR A GLOBAL SALES KICKOFF WITH NO TIME TO SPARE

PIVOTING FROM LIVE TO VIRTUAL FOR A GLOBAL SALES KICKOFF WITH NO TIME TO SPARE

WHEN INCENTIVE TRAVEL PLANNING BRINGS NEW MEANING TO ‘GOING THE EXTRA MILE’

WHEN INCENTIVE TRAVEL PLANNING BRINGS NEW MEANING TO ‘GOING THE EXTRA MILE’

RUNNING A HIGH-TOUCH BOARD MEETING OF WORLD LEADERS & CELEBRITIES

RUNNING A HIGH-TOUCH BOARD MEETING OF WORLD LEADERS & CELEBRITIES

ALIGNING COMPANY CULTURE & VALUES WHILE CELEBRATING EMPLOYEES

ALIGNING COMPANY CULTURE & VALUES WHILE CELEBRATING EMPLOYEES

WHEN A BIG INTERNAL ANNOUNCEMENT CALLS FOR A BIG OUTDOOR STAGE

WHEN A BIG INTERNAL ANNOUNCEMENT CALLS FOR A BIG OUTDOOR STAGE

TURNING A HO-HUM HOLIDAY PARTY INTO A GAME-CHANGING EVENT

TURNING A HO-HUM HOLIDAY PARTY INTO A GAME-CHANGING EVENT

A Tweet-Worthy Global Gathering that Elevates Engagement for Tech Employees

A Tweet-Worthy Global Gathering that Elevates Engagement for Tech Employees

BRINGING CORPORATE SOCIAL RESPONSIBILITY TO LIFE WITH A FUN, PURPOSE-DRIVEN EVENT PLAN

BRINGING CORPORATE SOCIAL RESPONSIBILITY TO LIFE WITH A FUN, PURPOSE-DRIVEN EVENT PLAN

CREATING AN UNFORGETTABLE WINE COUNTRY EXECUTIVE RETREAT WITH A FULL-BODIED BLEND OF ACTIVITIES

CREATING AN UNFORGETTABLE WINE COUNTRY EXECUTIVE RETREAT WITH A FULL-BODIED BLEND OF ACTIVITIES

TAKING EMPLOYEE DAY OUT TO A SUMMER BOARDWALK ON THE BAY

TAKING EMPLOYEE DAY OUT TO A SUMMER BOARDWALK ON THE BAY

CREATING AN OUT-OF-THE-BOX SHOWROOM EXPERIENCE OFF THE DREAMFORCE SHOW FLOOR

CREATING AN OUT-OF-THE-BOX SHOWROOM EXPERIENCE OFF THE DREAMFORCE SHOW FLOOR

STANDING OUT AT DREAMFORCE BY TURNING A DREAM INTO REALITY

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MAKING LIVE MEETINGS WORK VIRTUALLY TAKES THINKING OUTSIDE THE VIRTUAL BOX

MAKING LIVE MEETINGS WORK VIRTUALLY TAKES THINKING OUTSIDE THE VIRTUAL BOX

KEEPING AN ANNUAL ACADEMIC MEETING FRESH FROM YEAR TO YEAR

KEEPING AN ANNUAL ACADEMIC MEETING FRESH FROM YEAR TO YEAR

GLAMORIZING AN ANNUAL HOLIDAY PARTY FOR A BAY AREA TECH COMPANY

GLAMORIZING AN ANNUAL HOLIDAY PARTY FOR A BAY AREA TECH COMPANY

TAKING A PREMIER PHILANTHROPIC GALA VIRTUAL (AT VIRTUALLY THE LAST MINUTE)

TAKING A PREMIER PHILANTHROPIC GALA VIRTUAL (AT VIRTUALLY THE LAST MINUTE)

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Featured Reads

event planning case study

G2 produces 2X more global events with Asana

Expanding events program.

Events program has grown 2X year over year

Reduced planning time

Cut down event planning time by 80%

40+ hours saved per quarter on event check-in meetings

G2 is a B2B software and services review platform that millions of buyers and vendors rely on around the world. Events are a key channel the marketing team uses to engage these two audiences. Led by Adam Goyette, Vice President of Demand Generation, the events team produces 150+ events every year, from paid review booths for their clients to major conference sponsorships and demand generation dinners to build pipeline for their sales team.

To ensure all of these events go off without a hitch, Adam has a team of four full-time employees, 30+ contractors, and countless cross-functional partners to coordinate logistics, creative production, sales materials, and promotion. To support G2’s growing event needs, Adam knew he had to put processes and tools in place that would allow the team to scale.

As he looked to scale the team, Adam faced some common operational challenges:

Event plans were scattered across spreadsheets, emails, and meeting notes so there was no way to organize and track everything in one place or hold people accountable for tasks and deadlines.

Past event plans and vendor information were siloed in separate tools, making knowledge sharing a struggle when onboarding new teammates.

Event plans and processes weren’t standardized, so the team had to plan from scratch every time, resulting in missed steps and no way to continually optimize their processes.

The team struggled to delegate and assign work to others because they were used to managing every detail themselves. And since processes weren’t documented, it was difficult for cross-functional partners to jump into projects when needed.

Adam realized they needed to develop standard event processes to scale the program successfully. Additionally, their event plans needed to be accessible by everyone so they could coordinate with contractors, cross-functional partners, and vendors.

quotation mark

We’ve created templates for events we do often, which cuts down our planning time by 80%. Now the time we do spend on each event is used to customize it and improve it. ”

Centralizing event work and processes in one view

While the G2 marketing team had tried other work management tools in the past, none of them stuck. Then Ryan Bonnici joined the company as its Chief Marketing Officer and introduced the team to Asana, which he’d used with his teams at previous companies. Compared to other tools, Adam found Asana to be the most intuitive, flexible, and powerful solution for managing different event workflows and collaborating with cross-functional teammates.

As our team expanded, we needed a tool that allowed us to coordinate complex events and provide visibility into how plans were progressing without having to rely on email and meetings. Asana has made it easy to track every task and deadline in one place, which saves us 40+ hours a quarter in meetings. ”

To ensure adoption, the marketing team developed conventions and best practices to create event management processes at G2—all of which are standardized. The team then began planning, assigning, and tracking event work only in Asana. With a centralized system of record, work is no longer scattered across email, spreadsheets, and meetings notes. This ensures that event plans are trackable and accessible to the entire team for easier knowledge sharing and collaboration. Adam also invited contractors into Asana and then to relevant events they were supporting so they could coordinate logistics with the internal team in one place.

Successfully scaling the event program with Asana

Adam’s team has now centralized all of their event plans—vendor contracts, day-of checklists, creative production, and more—in Asana so everyone has visibility, and they’ve also created project templates with detailed workback schedules to reduce planning time. Additionally, the team has integrated Asana with Slack so they can turn messages into tasks—or take action on tasks right from Slack—when they’re on site at events. This helps them keep everything connected and allows them to work seamlessly, whether they’re in the office or on site.

Now that we’re managing events in Asana, we’ve been able to double the number of events we host, which has helped us generate more customer reviews for our vendors and create new sales pipeline for the company. ”

By centralizing and standardizing their event plans in Asana, the team has been able to scale successfully, reduce their planning time by 80%, and produce twice as many events across three continents to generate software reviews, drive sales pipeline, and hit revenue targets. They continue to optimize their event processes based on new learnings, and with ambitious plans to accelerate their growth, they’re ready to manage even more events with the help of Asana.

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How to Plan an Event: Event Planning Steps, Tips & Checklist

ProjectManager

Need to know how to plan an event? If you’re planning a big event like a conference, we can help you successfully create, structure and lay out your event plan. This blog will cover everything you need to consider when planning an event, including event planning steps, tips and an easy-to-use event checklist.

What Is Event Planning?

Event planning is the process of putting on and managing a variety of events, from something as small as a meeting to as big as a convention and everything in between. When event planning you’ll be taking into account every aspect of that event, whether it’s a birthday party or a networking event.

That means you’ll be estimating budgets, creating timelines to schedule the event, reserving the site and any panels or speakers involved, getting necessary permits, food, transportation and more. If the event has a theme, you’ll develop that, too. Plus, you’ll be in charge of securing the needed resources to make the event a success.

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Event Plan Template

Use this free Event Plan Template for Excel to manage your projects better.

What Is an Event Plan?

An event plan defines how an event will be executed. It addresses all the components of an event such as the start and end dates, budget , venue, marketing, attendees and more. The scope and complexity of the event plan vary depending on the size of the event, but the fundamental challenges remain the same.

Organizing all those disparate parts, especially for larger events, requires powerful project management software. ProjectManager is award-winning project management software that lets you plan, manage and track your event to ensure it’s a success.

Our powerful Gantt charts help you list all your tasks and the associated resources and costs, assign them to your team and set milestones to track your progress. The whole plan is visible on a project timeline and can be saved by setting a baseline. Now you can track the planned progress against your actual progress to make sure you’re on schedule. Get started with ProjectManager today for free.

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Event Plan Example

Most of us have some experience planning an event, be it at home, work or in our community. For this article, let’s focus on large events.

A conference is a common type of large event, so for our event management purposes, let’s talk about a TEDx conference that we were involved in to illustrate how to plan an event. This example is a good scenario to explain the structure and challenges of planning a big event, along with the benefits of planning an event with project management software .

Let’s break down the other components of setting up an event. They’re summarized below:

  • Event timeline: First, establish a timeline for your event. This timeline should include pre-event planning, event execution and post-event activities.
  • Budget: Estimate your event costs and create a budget. Your available budget will influence many event management decisions such as your venue, the marketing and advertising methods, etc.
  • Venue: The event has to take place somewhere, and that involves logistics management , food and beverages as well as the décor.
  • Marketing: Once you’ve selected a venue, you need to start drawing people to it through a marketing program that can include a website, social campaign, email and print work.
  • Advertising: Hand in glove with marketing is advertising. That can include radio, TV, newspaper and magazine advertisements.
  • Volunteers: A big event needs a big crew of people to get it off the ground and run smoothly. That means volunteers, which means writing contracts, defining their roles, setting up meetings and determining schedules.
  • Speakers: You must have a keynote speaker or a group of speakers to attract an audience. This involves contracts, curators to select the talent, a program, bios and rehearsals.
  • Sponsors: All of this costs money, and a big event’s budget is supplied by its sponsors. This again involves contracts, marketing and logistics.
  • Production: The production involves creating contracts as you work on creating an audio-visual recording of the proceedings, as well as a sound and video broadcast during the event.
  • Stage: The event takes place at a specific venue and on that venue is a stage on which the event proper will be presented. That usually incorporates a projector, screen, microphones, internet connection, batteries, cables and more.
  • Attendees: Don’t forget about the people attending the event! You’ll need communications to inform them of event information, payment processes to collect fees, emails to stay in touch, directions, badges and access points.

Related:  10 Free Event Planning Templates for Excel & Word

Free Event Plan Template

This free event plan template for Excel is a great tool to start assembling the information you need to create an event plan. It can be customized to add your event details.

event planning template for Excel by ProjectManager

The Event Planning Process: Event Planning Steps

We covered a lot on event planning, so let’s break down those tips into concrete steps. These event planning steps will guide you toward success. Let’s continue with our conference example.

  • Step 1. Determine your event goals and objectives
  • Step 2. Assemble your team
  • Step 3. Establish an event budget
  • Step 4. Choose a date & venue
  • Step 5. Select the speakers
  • Step 6. Event marketing & advertising
  • Step 7. Execute your event

When you break down the scope of your event plan into manageable steps, the process seems a lot less daunting. However, there are a few more things to keep in mind when making your event plan.

Event Planning Roles

As you might expect, there are many different roles that work together to bring an event to life. It’s easy to get confused. Are you an event manager or an event planner? Is there any difference between the two? Let’s take a look at some of the more common event-planning roles and define them.

Event Manager

The event manager is often mistaken for the event planner, but they are two distinct roles. Most simply, the event manager is responsible for event management activities, which involve coordinating and implementing the event. They take care of setting up the event, including its design, and make sure the vision of the event planner is realized.

Event Planner

An event planner organizes, coordinates and executes the event. They’re in charge of coming up with the idea, overseeing the setup and breakdown of the event. They’ll select the venue, create the budget and ensure everything is taken care of. What sets them apart is they design the strategy for the event to the smallest detail.

Related: Free Event Budget Template for Excel

Event Producer

The event producer fleshes out the strategic plan of the event planner. They are the one who takes the idea and turns it into a living event. They will take charge of the technical aspects of the event, such as audio/visual, stage design, etc. They work with the event planner to schedule the event , but the event producer uses their skills and expertise in producing events to deliver the event that’ll impress both attendees and the client.

Event Planning Tips

Unfortunately, there are always going to be variables out of your control that’ll affect the event planning process, such as the weather, delivery delays, technical difficulties and other potential mix-ups. As stated earlier, you can’t change the date of your event, so you’ll want to be as prepared as possible for any risks or issues that may pop up on the day of your event.

Do a Post-Event Review

A post-event review or a post-mortem as they’re often called, is very valuable. By looking back at the past event and seeing what worked and what didn’t work, you can better plan your next event. There are always lessons to be learned and applying them to the next project will avoid previous mistakes and increase your chances of a better outcome.

Use Event Planning Templates

Having an event planning template is a great way to make sure you’re not missing any important pieces of the larger event. It’ll help you organize your tasks and resources, costs and more. Use our free event plan template to get started on the right foot.

Use Event Planning Tools

A template is fine, but limited. You have to manually update everything and it’s not very collaborative. Event planning tools, such as Gantt charts , kanban boards, task lists and calendars, help you plan and implement the event plan. They also allow you to track the work to make sure it’s following the plan, which leads to a more successful event.

Prepare a Plan B

As important as your plan is, there can be issues with it. There might be acts of god, such as weather, which negatively impact the event. Whatever the cause, you’ll need a backup. That’s why developing a plan B is so critical to the success of the event. You might never have to use it, but in case you do, you’re prepared.

Use an Event Planning Checklist

Another tip is to have a checklist made up. That way you can collect all the things you have to do and why you’re doing it in one place. Using a checklist for event planning can be done in conjunction with project planning tools . The more safeguards, the better. Also, there are few things more satisfying than crossing something off your list.

Event Planning Checklist

There’s a lot to manage when planning an event, so it’s important to have a list of everything you need to include in your event management plan. The following is a general event planning checklist to help you get started. The more questions you ask, the better your event checklist. Feel free to add your own unique responsibilities and tasks.

Goals and Objectives

  • What’s your event’s reason for existing?
  • What are the goals this event is expected to achieve?
  • What are the revenue objectives?
  • What is your target audience?
  • How many people will attend?
  • Is there a cost associated with ticketing and what is it?
  • Where is the event being held?
  • Create an event schedule.

Event Budget

  • Figure out what the costs will be
  • If you held similar events, use and adjust an old budget for a baseline
  • What ticketing and registration software will be used?
  • Finalize sponsor contributions
  • Set ticket price

Date & Venue

  • When will the event take place?
  • Have a backup date in case issues arise
  • Is there the best location for the event?
  • Is the venue appropriate for your expected number of attendees?
  • Decide on needed infrastructure: wifi, capacity, bathrooms, near shopping & restaurants, etc.
  • Hire a caterer
  • Secure what equipment you’ll need
  • What are your security needs?
  • Do you need permits, licenses or insurance?
  • Create event signage and communication plans for attendees
  • Research potential speakers
  • Create a list of relevant speakers
  • Create a pitch for speakers
  • Pitch speakers
  • Finalize speaker selection, get bios and headshots and arrange travel and accommodations
  • Develop a list of sponsors and what you can offer them.
  • See if there are sponsors who have partnered with similar events.
  • Reach out to potential sponsors.
  • Design signoff.
  • Update the site or build a unique one.
  • Make sure the site can handle expected traffic.
  • Have a mobile-friendly site.

Event Marketing & Advertising

  • What’s your messaging?
  • Coordinate with digital tools and social platforms
  • Add the event to online calendars
  • Market the event with blog posts and other promotions like videos and online ads
  • Send reminders to all parties a month or two before the event date

Finalizing the Last Steps

  • Speakers and scripts
  • Decorations

Pro tip: That’s a lot to coordinate and plan, which is why there’s a need for project management software that has the right features for event management. It provides a common portal, where you can track costs and tasks with automated alerts. It also offers both a communication and a collaborative platform that reduces the need for unnecessary emails. Software collects all your files in one place and makes team reporting simpler by adding efficiencies and reducing stress.

ProjectManager Offers Robust Event Planning Tools

ProjectManager is online software that’s suited for event planning. We have event project management tools to keep all the parts of your events, from managing vendors to promotions, organized. Our planning software helps you keep track of all the elements that make up your event plan.

Keep Stakeholders Updated With Event Calendars

Our multiple project views mean that event planners and managers can use project calendars , Gantt charts and there are task lists and kanban boards for teams. While reports can keep stakeholders informed, they might want to have access to the project. Share the calendar view with your stakeholders, which allows them to see start and end dates for all the tasks as well as milestones. This manages their expectations.

event planning case study

Zoom Into Event Activities With Kanban Boards

Use ProjectManager’s kanban board to manage the daily activities that need to be executed to plan, schedule and track your event plan. Move tasks from column to column as you collaborate on work with your team, and it’s easy to spot bottlenecks and get everything over the line in time for the event.

Event plan on a kanban board

Track Event Labor Costs With Timesheets & Real-Time Dashboards

Plus, timesheets make invoicing easy for all your events. They can be submitted and approved with a keystroke. Our software also offers a variety of views, from a list to a calendar and even a kanban board that helps you visualize the workflow to keep on task.

ProjectManager's timesheets are ideal for event planning

More About Planning an Event

Event planning can be complex. There’s a lot of balls to keep in the air. If the above is too much to digest immediately, you could start with our event plan template and watch one of our planning experts. Jennifer Bridges, PMP, has years of experience and uses it to teach you the fundamentals of event planning in this short video.

Related Content

  • Free Event Proposal Template
  • Event Management: A Quick Guide
  • How to Plan a Virtual Event: Virtual Event Planning Checklist
  • Event Project Management Software

ProjectManager is award-winning project management software that helps you plan and monitor your event details. From powerful planning tools to real-time reports and dashboards that capture all of your event details, you can use our software to stay on schedule and stick to your planned budget. Try our software today with a free 30-day trial.

Click here to browse ProjectManager's free templates

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National Academies Press: OpenBook

Integrating Business Processes to Improve Travel Time Reliability (2011)

Chapter: chapter 5 - case studies: special-event management.

Below is the uncorrected machine-read text of this chapter, intended to provide our own search engines and external engines with highly rich, chapter-representative searchable text of each book. Because it is UNCORRECTED material, please consider the following text as a useful but insufficient proxy for the authoritative book pages.

C H A P T E R 5 Case Studies: Special-Event ManagementSpecial events present a unique case of demand fluctuation that causes traffic flow in the vicinity of the event to be radically dif- ferent from typical patterns. Special events can severely affect reliability of the transportation network, but because the events are often scheduled months or even years in advance, they offer an opportunity for planning to mitigate the impacts. Because large-scale events are recurring at event venues, it gives an opportunity for agencies to continually evaluate and refine strategies, impacts, and overall process improvements over time. In this section, case studies are presented that examine the processes developed for special-event management at the Kansas Speedway in Kansas City, Kans., and the Palace of Auburn Hills near Detroit, Mich. Kansas: Kansas Speedway In 2001, the Kansas Speedway opened for its first major NASCAR race. With attendance exceeding 110,000 people, it set a record as the largest single-day sporting event in the his- tory of Kansas. Attendance has continued to grow and now exceeds 135,000 for most major races. The traffic control strategies that were put into place to handle these major events were the result of years of planning between the Kansas Speed- way, Kansas Highway Patrol (KHP), Kansas Department of Transportation (KDOT), and the Kansas City Police Depart- ment. The process was successful in part because of the clear lines of responsibility that were defined for each agency and the strong spirit of cooperation and trust that was established before the first race was held. In preparation for this case study, representatives from KHP and KDOT were interviewed. Lt. Brian Basore and Lt. Paul Behm represented the KHP Troop A and were able to share their experience from many years of actively managing special events at the Kansas Speedway. The primary responsibilities of KHP are to operate the KHP Command Center that was estab- lished for the Kansas Speedway race events and to manage 45traffic on the freeways around the event. Representatives of KDOT who were interviewed included Leslie Spencer Fowler, ITS program manager, and Mick Halter, PE, who was formerly with KDOT as the District One metro engineer during the design and implementation of the Kansas Speedway. Fowler and Halter provided an excellent history of the development of the project, as well as a description of KDOT’s current opera- tional procedures used during races at the Kansas Speedway. KDOT maintains the CCTV cameras and portable DMS around the Speedway and assists KHP with traffic control on the freeways. Description This case study examines the development of the special-event management procedures for races at the Kansas Speedway. Par- ticular focus is given to the roles and responsibilities of the KHP and KDOT in developing the initial infrastructure and strate- gies that led to a successful special-event management process that has been used and refined for 8 years. One of the strongest recurring themes in development of this case study was the out- standing cooperation and partnerships that were developed between the agencies involved. Each agency has clearly defined responsibilities before and on race day, though no agency is considered in charge. They cooperate to safely and efficiently move vehicles from the freeways to city streets to the Kansas Speedway parking lots and then do the same process in reverse. Background of Agency The Kansas Speedway is a 1.5-mi oval race track suitable for many types of races, including Indy and NASCAR. Seating capacity is currently being expanded to 150,000 people, and parking capacity allows for 65,000 vehicles. The Speedway is located approximately 15 mi west of downtown Kansas City, near the intersection of I-70 and I-435, which serve as the pri- mary routes used by spectators attending the races. Events are

46held throughout the year, and there are typically two major race events each year when crowds reach capacity. The major- ity of parking is on Kansas Speedway property and is free for spectators. The Kansas Speedway provides attendants and directs vehicles into the parking areas. The primary agencies involved in traffic management for the Kansas Speedway include KHP Troop A in Kansas City, KDOT District One, and the Kansas City Police Department. KHP is responsible for traffic management on the freeways and for operation of the KHP Command Center, which is activated several days before major events and serves as the central com- munications center for all public agencies on race day. The full resources of Troop A (over 40 troopers) are used on race day, along with over 20 other troopers from around the state. KHP also deploys a helicopter to monitor traffic from the air and roving motorcycle units on race day. KDOT District One is responsible for maintaining five CCTV cameras and deploy- ing 12 portable DMSs on roads used to access the Speedway. The Kansas City Police Department provides officers for the city street network that links the freeways to the Kansas Speedway (1). Other participants in the process include Wyandotte County and the Kansas Turnpike Authority (KTA). Wyandotte County currently owns the WebEOC software used by all participat- ing agencies to share information and request assistance on race day (2). The KTA maintains I-70 near the Speedway. It is responsible for such maintenance tasks on this section of I-70 as snow and ice removal, guardrail, and signing and striping, although the section is not tolled. Process Development The Kansas Speedway opened for its first major event in sum- mer 2001. However, development of the process for special- event traffic management began long before Kansas City was even selected as the site for the racetrack. In the early 1990s the International Speedway Corpora- tion was searching for a new location for a race track in the Midwest. The track was expected to host several large events per year, including at least one to two major races that were expected to attract more than 100,000 people. Given the poten- tial positive economic benefit that such a facility could bring to an area, the International Speedway Corporation solicited pro- posal packages from several sites under consideration. Propos- als needed to address criteria established by the International Speedway Corporation for site selection, including accessibil- ity of the site to attendees. The effort to bring the race track to Kansas was led by Kansas City, with strong support from the governor and lieutenant governor of Kansas. Understanding the importance of accessibility, the governor directed KDOT to develop a plan and provide funding to make the necessary infrastructure improvements to handle race traffic for theSpeedway. The priority placed on this project by the governor’s office served as the first enabler to implementing the traffic management process. KDOT developed an extensive plan to accommodate the large number of vehicles expected to attend events at the Kansas Speedway. I-70 needed to be widened and a new inter- change was needed at 110th Street. US-24, which went through the proposed site of the track, needed to be completely realigned. Although not part of the original planning, CCTV cameras and portable DMS were also required to assist with traffic management. KDOT identified funding for each of their proposed infrastructure projects, and these projects were included in the package that was submitted to the International Speedway Corporation. More than a year before the first race event at the Kansas Speedway, all the agencies involved in traffic management began planning for the event. Agencies that participated in the planning included KHP, KDOT, KTA, Kansas City Police, Wyandotte County, and the Kansas Speedway. The Missouri DOT and Missouri Highway Patrol were also initially involved because there was concern that traffic could be affected east of the track into Missouri. (Once the Speedway opened, it turned out that this concern was unfounded as race traffic had only minor impacts on I-70 near the Speedway and did not affect traffic on I-70 in Missouri.) To facilitate traffic management planning, a consultant also was brought on-board early in the process. The success of the planning for traffic management was attributed to two primary factors. The first was the importance that the governor and Kansas City placed on the success of hosting major races at the Kansas Speedway. Millions of dol- lars were invested by the state and city to bring the race track to Kansas, and to recoup their investment they needed to suc- cessfully host large races. The visibility and importance of the first successful event was a great motivator for every agency involved. The second factor to which success was attributed was the personalities involved. Several of those interviewed for this case study noted that there were no egos in the room that got in the way. A sense of mutual respect among the agencies and for their work was a consistent factor in planning for traffic management. No single agency was designated as “in charge”; rather, each agency took responsibility for its piece and worked well with the other agencies to ensure overall success. The result of the planning efforts was a multilayered traffic plan with different agencies leading the layers. The first layer dealt with interstate traffic, which was KHP’s responsibility. The second layer dealt with traffic on local streets traveling between the interstates and the Kansas Speedway, this layer was the responsibility of the Kansas City Police Department. The third layer handled traffic entering or leaving the track property, which was the responsibility of the Kansas Speed- way. KDOT provided support to all three layers through

47deployment of CCTV cameras, DMS, and cones. Each layer was critical to successfully manage traffic for events. Detailed Process and Integration Points Figure 5.1 shows the detailed process that was developed for special-event traffic management at the Kansas Speedway. Before a major event, all four agencies that are involved in man- aging traffic on race day come together for a meeting to discuss the upcoming event and changes or special circumstances that need to be considered in their planning. These agencies have worked closely together since the first event in 2001, and there is a clear understanding of the roles and responsibilities of each agency.Figure 5.1. Detailed business process diagram of Kansas Speedway special event.are sent and portable DMS are controlled. On the day before race day, KHP conducts a briefing to review the setup and pro- cedures for race day. During the race event, KHP, Kansas City Police Department, and the Kansas Speedway manage traffic on freeways, local streets, and in the parking lots. KHP deploys a helicopter to monitor traffic from the air and roving officers on monocycles to patrol the heavily congested areas around the Speedway that cannot be easily accessed by troopers in cruisers. All agencies continue to communicate primarily through WebEOC, a system owned by Wyandotte County that lets each agency monitor messages and communicate on a web-based system. Once the race is completed, a follow-up meeting to review race day events may be held. This meeting was originally held after every event during the first few years the Kansas Speed- way was in operation, but as traffic management has become more efficient, it is now only held as warranted.In the week before race day, KHP will activate the KHP Command Center. The KHP Command Center is the commu- nications hub for the event and is where CCTV camera feeds

48Several key integration points were identified in the Kansas Speedway special-event traffic management process, including the following: • Integration between KHP and KDOT for deployment and operation of CCTV cameras and portable DMS; • Integration between KHP, KDOT, Kansas City Police Department, and Kansas Speedway to develop traffic man- agement plans for upcoming events and to discuss traffic management performance after operations; and • Integration between KHP, KDOT, Kansas City Police Department, Kansas Speedway, and Wyandotte County for sharing of information through WebEOC during the special event. Types of Agencies Involved The primary agencies that are involved in the special-event traffic management are KHP, KDOT, Kansas City Police, and the Kansas Speedway. As described earlier, a three-layered approach is set up, with KHP responsible for traffic on the free- ways, Kansas City Police responsible for traffic on local streets, and Kansas Speedway responsible for traffic in the parking areas. Numerous special teams have been established to facili- tate the special-event traffic management on race day. These include the KHP Post Commanders Team, Logistics Team, and KDOT Team. The KHP Post Commanders Team is made up of the commanders from each traffic post where KHP will be directing traffic. The post commanders attend the post com- manders briefing the evening before the race begins, direct the other troopers at their post, and communicate with the KHP Command Center. The Logistics Team is responsible for set- ting up the event, including staging and setting up of tempo- rary traffic control, providing water and tents for troopers at traffic posts, and running errands during the event. The KDOT Team is responsible for maintaining the CCTV cameras, put- ting the portable DMS boards in place and changing messages on the board if the wireless communications fail, and assisting with temporary traffic control placement. Types of Nonrecurring Congestion Addressed The process for managing the Kansas Speedway traffic deals with nonrecurring congestion due to a special event. When the Kansas Speedway first opened in 2001, KHP set up 14 inbound posts and 11 outbound posts, with troopers stationed at each post to direct traffic. Since then, KHP has increased the effi- ciency of traffic management and has been able to reduce the number of posts down to seven inbound and seven outbound. Traffic is monitored from the KHP Command Center using CCTV cameras and a helicopter that provides updates on traf- fic conditions; portable DMSs with wireless communication can assist in directing traffic. The roving motorcycle units areused around the Kansas Speedway and can assist with manag- ing any incident that blocks roadways. Over time, KHP and KDOT have refined temporary traffic control patterns and gen- eral traffic control to increase efficiency of the system as much as possible. One of the primary concerns on race day is getting traffic off I-70 without significantly affecting through traffic. Because major races are held on weekends, the overall level of traffic on I-70 is generally lighter than what is experienced on a weekday. As part of the initial package that was proposed by Kansas City to bring the Speedway to Kansas, KDOT agreed to add one more lane to I-70 to accommodate overflow traffic for major races. KHP has been able to quickly move traffic off I-70 with only minor impacts on through traffic on the interstate. KDOT has not done a study of travel times for through traffic on race day, but they estimate that at peak periods before or after a race, motorists on I-70 will only experience minor slowdowns with perhaps 5 min of delay to their total trip. Performance Measures The Kansas Speedway tracks the time it takes to clear parking lots after races and has seen improvements in clearance times since the initial race in 2001. After races, if something went wrong or clearance times exceeded normal ranges, this infor- mation is shared with KHP and an evaluation meeting with all agencies involved in the traffic management may be held to review the traffic management. However, these instances are rare and in most events the parking lot clearance times can be accurately estimated based on race attendance. KHP initially used troopers stationed at 14 inbound posts and 11 outbound posts to direct traffic. Although not a per- formance measure, the shift to seven inbound and seven outbound posts is seen by KHP as an indication of the improvement of their traffic management efficiency. Benefits The planning and cooperation between KHP, KDOT, Kansas City Police, and the Kansas Speedway allowed for efficient traf- fic management of more than 100,000 spectators from day one. The agencies involved in traffic management have been able to improve their efficiency and reduce the manpower needed to manage traffic over time and consider their traffic management effort a success from the start. The popularity of racing in the United States and the effi- cient use of the Kansas Speedway have prompted an expansion of the seating capacity of the Speedway. Current expansion work will bring the total seating capacity of the Kansas Speed- way to 150,000. Without an efficient plan to move spectators in and out of the Speedway, this expansion would not be possible.

49The traffic management process developed for the Kansas Speedway goes beyond simple convenience to spectators. By minimizing the impacts to through traffic on I-70 and I-435, KHP can reduce freeway backups and minimize the chances of secondary incidents on freeways. Efficient and effective move- ment of vehicles off the race track is also critical for evacuation. On April 25, 2009, a tornado touched down in Kansas only a few miles from the Kansas Speedway. About 30 min earlier, a race that was in progress was suspended for the day due to rain, and many of the spectators were in the process of leaving the event. The tornado did not touch down close enough to the Kansas Speedway to cause any damage, but it was an important reminder of the need to be able to efficiently move traffic out of an area, especially in Kansas, which is particularly prone to tornadoes. Lessons Learned Each agency interviewed identified the single most important factor to the success of the special-event traffic management as the cooperation among all agencies in the planning and execu- tion of traffic management. The importance placed on success- fully bringing the Speedway to Kansas by the governor and Kansas City certainly contributed to that cooperation and coordination, but the personalities of the leaders from each agency and the existing relationships that had been established were identified as even more important factors. KHP has learned that the development of a race-day proto- col is particularly important, so that procedures for handling incidents or other unexpected events are well understood. KHP has worked with their partners to develop a tow policy to address abandoned vehicles, a traffic crash policy to quickly clear incidents, and a no-patrol zone to keep troopers and police officers in cruisers from adding to the congestion around the race track by limiting patrols to troopers on motorcycles. Receiving information from the CCTV cameras and the ability to control the portable DMSs from the KHP Command Center have been valuable. However, CCTV cameras have failed in the past and communications to the portable DMSs are not always reliable, which sometimes necessitates the need for KDOT to manually change messages in the field. KHP and other agencies involved in traffic management have learned that technology is useful, but they need to be careful that they are not totally dependent on technology. Analysis and Research Observations Planning for the traffic management at the Kansas Speedway essentially began when Kansas was still being considered by the International Speedway Corporation and continued up until the first event. Political support for the Kansas Speedway gave those involved in traffic management a sense that they mustsucceed. Each agency took responsibility for their part of the plan, executed it well, and supported their partners. The sense of cooperation that started during the initial planning for traf- fic management of the race track has been carried into the con- tinued operations. It is clear that each agency felt they had an important stake in the success of the Kansas Speedway and contributed the resources and staff required for that success. One interesting note is that there are no formal agreements in place with any of the agencies regarding operations. When agencies were asked about this, they said they did not see a need to formalize what has worked well so far. There is confidence that they can continue to count on their partners, and that the strong relationships and years of experience working together will continue to add to that confidence. Michigan: The Palace of Auburn Hills The Palace of Auburn Hills (the Palace) is an arena located northwest of Detroit that hosts events such as concerts, basket- ball games, circuses, and graduations for eight months of the year. Because of the volume of traffic generated by these types of events, an increase in traffic congestion is typical in the vicin- ity of the Palace. Focused traffic management plans at these locations can help mitigate the effects of the increased conges- tion before and after the event. The Palace is located in Auburn Hills, a suburb of the greater Detroit, Michigan, area, in the north-central section of Oakland County. The Auburn Hills Police Department (AHPD) has been involved with traffic management strategies at the Palace since it opened in 1988 and has played an integral part in the development of the traf- fic management plan currently in place. To acquire details regarding the traffic management plans implemented for events hosted at the Palace, an initial inter- view was conducted with Danielle Deneau, PE, of the Road Commission for Oakland County (RCOC). After that conver- sation, a more in-depth interview was conducted with Capt. Jim Mynesberge of the Auburn Hills Police Department. Description In terms of traffic operations and management, a special event can be categorized as a scheduled interruption to normal traf- fic flow. The Palace special event case study provides an analy- sis for a multiagency, public–private partnership focused on managing traffic for planned events of varying sizes. The traf- fic management plan includes traffic control strategies man- aged through the RCOC FAST-TRAC signal system, which is programmable and detects actual traffic counts (the original timing was based on recording traffic flow as officers manually directed traffic); traffic monitoring capabilities through the MDOT CCTV cameras; and traveler information using the

50MDOT DMS and MiDrive website. The current traffic man- agement plan includes a partnership between the Palace, the Police, RCOC, and MDOT and has resulted in memoranda of understanding (MOUs) and formal agreements between some of these agencies. The plan provides a direct connection between the Police dispatch and the RCOC TOC. The effec- tiveness of the traffic management plan allows fewer officers to be used for managing traffic at special events and reduces the time required to load-in and load-out for each Palace event. Load-in and load-out are two performance measures that have been defined to measure the success of traffic control before and after events. Background of Agency The Palace is located within Auburn Hills, adjacent to I-75, and is within the jurisdiction of the AHPD. The Palace is a multipurpose arena used for concerts, sporting events, and other events such as wrestling, circuses, or graduations. The arena has been operational for over 20 years and is the perma- nent home of the Detroit Pistons (NBA) and the Detroit Shock (WNBA). The arena is recognized for its large capacity for the NBA and can accommodate over 22,000 fans for bas- ketball games and over 25,000 for concerts at center stage. The Palace also is the only arena that can hold the entire host city’s population. The AHPD provides security and traffic enforcement for the Palace during events. The Pistons typically attract a large attendance for their games, which has resulted in the arena expanding the parking capacity to keep pace with the atten- dance demands. AHPD manages the traffic before, during, and after each event, with a focus on providing efficient and safe access for motorists. Process Development The Palace partnered with AHPD and RCOC to develop a per- sonalized traffic management plan for events at the Palace. The original traffic management plan used several police officers and manual traffic control to move vehicles through several intersections in the vicinity of the Palace. The original site plan included only three driveways, which created some capacity issues for event traffic ingress and egress. The traffic manage- ment plan recommended improvements to the site that included additional lanes, modified use of the existing drive- ways, and the construction of two additional access drives. One new access drive was constructed on the north side of the site, and one on the south side. The access drive located on the south side is called Direct Drive, and when clearing the park- ing lot, only allows right turns, providing drivers with direct access to I-75. The Palace also established a MOU with MDOT to temporarily close the access road just east of Direct Driveafter events to provide exclusive use for Palace traffic when events commence. The Palace had several motivations for an improved traffic management plan. The first was happier patrons attending events. The second was monetary. Since the Palace pays for the use of AHPD officers to manage traffic at events, there was vested interest in streamlining the personnel and the time required. The larger events would require a total of 15 officers to work an event and effectively manage traffic. Each inter- section required two to three officers to safely direct traffic to and from the facility (15 officers total). With the revised plan, the larger events can be managed effectively by only one or two officers. Initially, AHPD and the Palace met regularly to discuss improvements, issues, and traffic management strategies. AHPD now has the ability to implement the Event Manager (developed by RCOC) and activate predetermined signal tim- ing plans through the RCOC TOC. With this closely integrated coordination, the issues have decreased and the coordination meetings have been reduced to only twice a year. AHPD and the Palace used two specific measures of effec- tiveness initially to determine if pre-event traffic was being managed properly. These measures allowed the two agencies to assess operations and determine the appropriate area of con- cern, namely: • If traffic was queuing on the public roadway but the Palace driveways had additional capacity, then traffic was not being managed effectively by the police. • If traffic was stopped at the driveways and vehicles were queuing on the public roads, then the Palace personnel were not effectively managing the parking operations. These observations were used to support the need to increase the access lanes and construct the additional driveway. The Palace parking process also was modified to establish longer stacking lanes approximately an hour and half before the event start time. This was necessary to accommodate the process for collecting parking fees from each vehicle. For postevent traffic, the effectiveness measure was based on all the access drives clearing at the same time. The bal- ance of exiting traffic was accomplished by sectioning the lots and directing all traffic to the specific exits. Since most events ended after 10:00 p.m., the Palace traffic could receive a higher preference in green time. It was determined that shorter cycle lengths resulted in extended clearance times for the Palace. Shorter cycle lengths create longer delays because of lost startup time and more clearance intervals per hour. In other words, the longer traffic was stopped, the longer it took to empty vehicles from the lot. The passing traf- fic was only inconvenienced by waiting through a single cycle length to accommodate the exiting Palace traffic. This impact

51was measured both visually and by using the FAST-TRAC system. Detailed Process and Integration Points Figure 5.2 shows the process used by the Palace for special-event traffic management. The traffic management plan involves revised signal timing at 19 intersections in the vicinity of the Palace. Signal timing plans were developed for small, medium, and large events. The number of intersections included in the signal timing plan provides a larger footprint than AHPD was able to manage with only police officers. The plan allows a senior AHPD officer to select the appropriate timing plan based on input from the Palace concerning the size of an event. The senior officer also has the authority to instruct the dispatcher to activate the appropriate timing plans. The dispatcher then has the ability to activate the timing plans via the Event Man- ager from the AHPD facility.Figure 5.2. Detailed business process diagram for a special event at the Palace of Auburn Hills.The Palace has access to its own CCTV cameras around the facility and to MDOT-owned CCTV cameras on the trunk routes. The MDOT cameras provide information about traf- fic conditions on the roadways approaching the Palace. The Palace personnel also use radios to communicate continuously with AHPD. The Palace documents the load-in and load-out times for each event that occurs, and has observed that the load-out time has decreased from approximately 1 h to less than 25 min with the current traffic management plan. Figure 5.3 displays the Palace and the surrounding trans- portation network for reference. I-75 runs north-south on the west side of the Palace, and M24 (Lapeer Road) runs north- south on the east side. The small connector on the south side of the Palace is the Direct Drive that is used exclusively for postevent traffic. AHPD responds to incidents in the vicinity of the Palace, including those that occur on I-75. During events, AHPD will coordinate for these incidents because they can affect traffic management at the Palace. Coordination is

52Source: © 2010 Google. Map data © 2010 Google. Source: © 2010 Google. Imagery © 2010 DigitalGlobe, USDA Farm Service Agency, Cnes/Spot Image, GeoEye, U.S. Geological Survey. Map data © 2010 Google. Figure 5.3. The Palace of Auburn Hills and surrounding transportation network.initiated by AHPD with MDOT and the Michigan Intelligent Transportation System Center (MITSC) to verify the incident, and MDOT will activate DMSs in the area to inform motorists of the incident if needed. In some cases, traffic is diverted to Opdyke Road through media and DMS communication. During an incident, the Palace monitors the CCTV cameras and communicates traffic conditions with the AHPD officers. AHPD also coordinates with RCOC to determine possible adjustments to the signal timing. After the incident has cleared, AHPD will coordinate with MDOT and RCOC to clear DMS messages and reset signal timing, respectively. Several key integration points were identified in the Palace of Auburn Hills special-event traffic management process, including the following: • Coordination between the Palace and AHPD: Based on guidelines established in the traffic management plan, the Palace determines the size of an event (small, medium, or large) and informs AHPD. • The AHPD Dispatcher has the ability to activate the pre- determined signal timing plans within FAST-TRAC. The AHPD Sergeant has the authority to select the appropriatetiming plan based on the size of the event and directs the Dispatcher as to which plan to activate. The AHPD dispatch has a direct connection with FAST-TRAC so RCOC person- nel are not required during most events. • The Palace has access to MDOT CCTV cameras so they can monitor traffic in the vicinity of the arena during an event. MDOT also monitors traffic, but the Palace’s access to sur- veillance provides the ability to focus specifically on inci- dents that can affect typical traffic during an event. • Coordination occurs via radio between Palace personnel and AHPD personnel to adjust the predetermined traffic management plan and mitigate potential impacts on traffic. The response to incidents during an event is coordinated among MDOT, the Palace, AHPD, and RCOC. Based on the impact of the incident, DMSs are activated with appropriate messages, timing plans can be adjusted, and additional resources can be implemented for modified traffic control solutions. The Palace maintains records of all events, including the load-in and load-out times. Based on this documentation, the stakeholders have identified consistent results in the current

53traffic management plan. RCOC maintains the event signal timing plans respective to each event size. These timing plans can be revisited if issues or changing traffic patterns are identi- fied. The MDOT MITS Center maintains incident records that can be referenced to determine impacts on the traffic during events. There is no central location for data related to events at the Palace, but it can be obtained from the individual partners. Types of Agencies Involved There are four main partners involved in the coordination of events at the Palace of Auburn Hills. The public–private part- nership includes AHPD, the Palace, RCOC, and MDOT. The Palace is responsible for traffic on arena property, maintaining an arena-specific traffic management plan, and coordinating with AHPD for implementation. The Palace also has access to MDOT CCTV cameras so they can monitor traffic conditions on approaching routes. AHPD is the local police department responsible for traffic control within the city, including the local interstate routes. RCOC is responsible for county road maintenance and operations of the countywide signal system. RCOC has developed and programmed event-specific timing plans relative to the three categories of event sizes and allows AHPD to activate appropriate timing plans remotely. The MDOT MITS Center is responsible for monitoring the south- eastern Michigan roadway network and uses CCTV cameras and detection for surveillance and DMS and the MiDrive web- site for sharing traveler information. Types of Nonrecurring Congestion Addressed The Palace’s traffic management plan addresses nonrecurring traffic impacts classified as special events and crashes. When the Palace opened in 1988, AHPD manually controlled traffic in and around the arena. AHPD used approximately three to four traffic control police officers per intersection at several intersections (15 officers in all). In addition, the larger events required at least an hour to move traffic in and out of the park- ing facilities. The signal timing plans available through FAST-TRAC and the agreement between RCOC and AHPD to activate signal timing plans remotely via the Event Manager make it possible to improve efficiency. The signal timing plans are predeter- mined based on the estimated level of traffic for scheduled events. The signal timing plans also incorporate additional intersections that were previously not managed during events. The revised signal timing plans allow AHPD to decrease the total number of officers required at any event to no more than two and reduced the time for emptying the lot to approxi- mately 25 min. Improved incident management is the result of an agreement between MDOT and the Palace to share camera images. The Palace personnel can access views of several cameras located onapproaching roadways. When incidents occur in Auburn Hills, even on the interstate, AHPD typically are the first responders on scene. They will respond and coordinate with the Michi- gan State Police (MSP) and MDOT on the traffic management needs at the incident. They also coordinate with the Palace on any impacts to event-related traffic. MDOT will activate mes- sage signs to warn motorists and AHPD can modify the traffic management strategy to accommodate the changes in traffic patterns. Performance Measures Because the Palace tracks the load-in and load-out times dur- ing each event, those times can be compared to ensure the traf- fic management plan is working effectively. They meet with AHPD to discuss new issues and develop strategies that can mitigate these issues at the next scheduled event. The Palace maintains constant communication with AHPD to ensure that there is efficient and safe access for motorists. AHPD also com- municates with RCOC on potential issues with the signal tim- ing plans. The improved signal timing plans have allowed AHPD to reduce the number of required traffic control police officers from 15 to no more than two officers for each event. Emptying the parking lots of the Palace can now be achieved in less than 25 min. In addition, crash rates have remained con- sistent with the implementation of the Event Manager. Benefits The traffic management program at the Palace of Auburn Hills has proven to be successful. Benefits include improved traffic control efficiency; improved travel time; higher efficiency of motorist movement; and streamlined use of police resources. These benefits are achieved through strong relationships and trust between the stakeholders. With the reduction in load-in and load-out times, the impact on motorists traveling in the vicinity of the arena also is reduced. In addition, spectators are able to reach the arena more quickly and spend more time at the event. This improved mobility translates into cost savings for the motorists by reduc- ing fuel consumption and travel. The Palace also experiences a fiscal benefit by having spectators arrive earlier at events. The improved signal timing plans allow for more intersec- tions to be managed during an event with fewer officers, which frees up more officers for responding to emergencies, inci- dents, and other situations. Fewer officers for manual traffic control also has increased safety for personnel. Directing traf- fic in the dark and during poor weather conditions often cre- ated unsafe conditions for AHPD officers. The Palace’s cost for police personnel also is reduced. The Palace indicated that the savings from the fewer officers required to control traffic can be redirected to other expenses, such as an extension of park- ing facilities or a reduction in ticket costs for events.

54Lessons Learned All the agencies involved with the special-event traffic man- agement plan have acknowledged benefits, but there are still some elements that can be improved. Some simple modifica- tions could be achieved more quickly, while others are more extensive and would require several years. The partners stated that the traffic management plan should be developed as the site is designed. This approach would identify deficiencies in driveway access and potential capacity issues related to mov- ing the maximum capacity of the parking lots. The site devel- opment also should limit the amount of traffic movement occurring closer to the buildings to minimize conflicts between vehicles and pedestrians. This additional conflict can gener- ate congestion within the parking lot. Lastly, sufficient light- ing throughout the parking lot should be implemented. Better lighting increases safety by improving visibility for drivers navigating among pedestrians, especially during inclement weather. Analysis and Research Observations The Palace traffic management plan has been developed through input from the Palace of Auburn Hills, AHPD, and RCOC and has improved the efficiency, reliability, and safety of traffic management during special events hosted by the Palace. During arena events, such as games and concerts, thetraffic flow in and out of the Palace has improved considerably while limiting the resource needs of AHPD. Coordination between the Palace and AHPD also has increased the reliabil- ity of loading and unloading the Palace parking lots. The Palace records and evaluates the load-in and load-out times to determine possible signal timing adjustments. The Palace personnel discuss improvements to the traffic manage- ment plan with AHPD on a continuous basis. The continued communication between the Palace, AHPD, and RCOC has improved operations and resulted in improved mobility for the motorists going to the Palace, as well as for motorists within the area. Agreements have been established between AHPD, the Palace, and MDOT to share CCTV camera video images for improved incident management. The police can coordinate and respond to incidents more quickly. Based on monitoring an incident, real-time information is provided and coordi- nated between all stakeholders to improve traffic coordination during and after each event. References 1. Basore, B., and P. Behm. Kansas Speedway Traffic Management. Kansas Highway Patrol, 2007. 2. TriCon Environmental, Inc. ESi WebEOC Professional Version 7. www.tricon-env.com/Product_software.php?id=webeoc. Accessed July 20, 2011.

TRB’s second Strategic Highway Research Program (SHRP 2) Report: S2-L01-RR-1: Integrating Business Processes to Improve Travel Time Reliability addresses various ways that transportation agencies can reengineer their day-to-day business practices to help improve traffic operations, address nonrecurring traffic congestion, and improve the reliability of travel times delivered to roadway system users.

The project that produced this report also produced SHRP 2 Report S2-L01-RR-2 : Guide to Integrating Business Processes to Improve Travel Time Reliability.

An e-book version of this report is available for purchase at Google , Amazon , and iTunes .

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Home Blog Business Event Planning Made Simple: A Guide on Event Planning Templates + Examples

Event Planning Made Simple: A Guide on Event Planning Templates + Examples

event planning case study

According to Allied Market Research , the events industry is projected to reach a staggering $1,552.9 billion by 2028. As the industry continues to thrive, event planners face the challenge of delivering memorable experiences while efficiently managing various aspects of the planning process. 

Whether you organize a corporate conference, a manufacturing tradeshow, or a leadership seminar, the key to success lies in effective event planning. And one tool that has proven invaluable in achieving this success is event plan templates.

In this guide, we delve into the world of event planning while exploring the vital role that event plan templates play in supporting and streamlining the planning process. 

Regardless of the nature or scale of your event, incorporating these templates into your workflow can enhance your productivity, ensure consistency, and mitigate potential risks.

Table of Contents

Types of Business Events

Purpose, goal, and objectives, timeline and processes, the event planning team, budget + logistics planning, branding, marketing, and promotion.

  • Sponsorship Opportunities

Event Program and Agenda

Evaluation and feedback, what are event planning templates, case study: business conference event plan, design and plan successful events every time, what is event planning .

Event planning is the process of conceptualizing and designing an event. The practice consists of coordinating all the details for an event of any type; meetings, conventions, trade shows, ceremonies, etc.

Event planning is part of event management and focuses on all pre-event stages, including strategy, concept development, and detailed planning. In contrast, event management itself deals primarily with the execution and operational aspect during the event itself.

The primary output of an event planning process is an event plan that will guide the event management team to prepare and coordinate a successful event. Sometimes, the first output is an event plan proposal that needs approval before becoming a complete event plan. 

The case study at the end of this article is an event plan proposal.

Business events are either internal for the company’s employees and stakeholders or external and aimed at other businesses or potential clients.

Here are some of the most common types of business events.

Business Conferences

Conferences bring together professionals to exchange knowledge and discuss a particular subject in panel discussions and workshops.

Trade Shows

Trade shows allow companies to showcase products or services to a targeted audience in specialized booths. 

Seminars are educational events focused on specific topics or industries through expert presentations and interactive discussions.

Product Launches

Product launches are events introducing new products or services to the market, creating buzz, and generating media coverage.

Team-Building Activities

Team-building events strengthen bonds and enhance employee collaboration with games and problem-solving challenges.

Networking Events

Networking events provide a platform for professionals to connect, build relationships, and expand their professional network.

Award Ceremonies

Award ceremonies recognize and celebrate the excellence of individuals or teams in various fields by acknowledging outstanding achievements.

Charity Functions

A charity function primarily aims to raise funds, create awareness, and support charitable causes by gathering donations.

What Constitutes Event Planning?

Event planning involves a comprehensive approach that starts with defining an event purpose and culminates in an event plan proposal or event plan. 

Along every step of the event planning process, event planners use PowerPoint templates to help the team stay on track and plan effectively.

Diagram of the different elements involved in event planning

An event’s purpose is the overarching reason why the event will take place. The goal fulfills the purpose, and the objectives achieve the goal.

To determine the event purpose, answer the 5W1H; Who, What, When, Where, Why, and How. Define a SMART event goal using the SMART framework , and write the objectives precisely as they will fulfill the event goal. 

Here are two templates to help you:

event planning case study

You’ll see how all three (purpose, goal, and objectives) work together in the case study at the end of this article.

Answering the 5W1H also helps identify the target audience for the event. Use a persona analysis template to define how to conceptualize the event in a way that will positively impact them.

The event planning process needs transparent processes to keep everything on track. These processes all have templates you can use:

  • A roadmap to define key milestones and deadlines. 
  • A work breakdown structure to outline all the tasks and action items.
  • A communication plan for transparent communication processes between team members or the team and the client.
  • Schedules and agendas to organize all event planning meetings.

Here are two Event Planning PPT templates to help you:

Templates for timeline and processes in Event Planning

All events need a team to cover all planning tasks effectively. Depending on the event’s magnitude, some roles listed below will require a subteam.

  • An Event Director with ultimate decision power.
  • An Event Coordinator is responsible for day-to-day admin work.
  • A Financial Coordinator in charge of the budget and allocation of monetary resources.
  • A Marketing/Communications Director in charge of marketing campaigns.
  • A Technical Director to oversee all audio, video, and media tasks.
  • A Creative Director oversees all visual aspects like a website, invitations, signage, and more.

Budget and logistics in event planning consist of minute details that must be tracked, confirmed, and completed. Typically, budget and logistics are managed with spreadsheet and checklist templates.

Budget planning includes the following analyses:

  • A budget forecast with a projection of fixed and variable costs. Fixed costs are the ones that won’t change, and variable costs will go up or down depending on the circumstances. 
  • The expenses sheet includes food & beverage, team, staff, decor, travel, marketing, venue rental, streaming flatforms, tech, etc.
  • Revenue sources sheet including advertising revenues, concession, booth rental fees, registration, and sponsorship.
  • A contingency fund in case of unforeseen circumstances.

Logistics planning includes:

  • Finding a venue.
  • Hiring vendors.
  • Negotiatinsterms and signing contracts.
  • Defining speaker availability.
  • Organizing flights, transport, and accommodation.
  • Receiving booth applications.
  • Minding health & safety protocols

Internal and external events have different branding, marketing, and promotion requirements. It all depends on the event’s purpose and magnitude.

Event branding uses company brand guidelines to direct all visual communication and assets for the event. These include simple elements like the logo, colors, and fonts to what style of imagery to use or what type of messaging is incorporated. Typically, event branding is used for both internal and external business events.

Event marketing and promotion are generally used for external events that sell tickets, sponsorship opportunities, and other marketable event aspects. But occasionally, an internal event will use promotion techniques to remind employees about the event weeks or days beforehand.

Some events offer sponsorship opportunities for businesses to provide funds in exchange for something valuable that will benefit both the sponsor and the event attendees. 

These are the most common types of event sponsorship:

  • Financial: Purely monetary help offered as a deposit to the event planning committee or payment of one of the event logistic necessities; food, wifi, venue.
  • In-Kind: The sponsor offers their services or products for free.
  • Media: Promotional help about the event on different media outlets; social media, television, radio, etc.
  • Promotional: Influencers, bloggers, writers, and others promoting the event on communication channels.
  • Packages: Businesses pay a set amount for several brand highlight opportunities in the event; a logo in the poster, a banner in the venue, a speaking slot, etc.

The event program and agenda detail all the activities during the event. Your event program can be designed as a schedule with detailed times, presenter or facilitator details, or more creative compositions that inspire attendees throughout the day.

The evaluation and feedback process after an event is critical to give you insights into what worked and what didn’t. You can send attendees forms or surveys after the event or ask attendees to leave feedback while at the event.

Regarding event performance indicators, more than 80% of event planners consider attendee satisfaction and engagement an important KPI.

Event planning templates are predesigned resources that serve as frameworks for organizing an event. There isn’t just one event planning event template but a collection of them, each with its own purpose. 

Industry-standard templates will save you and your team tons of time and significantly reduce the possibility of forgetting or skipping essential details.

In the section above, we suggested some templates that aren’t precisely event related but can help in the process nonetheless.

Event Planning Checklist Template

The event planning checklist template is where the event planner tracks all the necessary actions toward planning a successful event. These templates consist of a list that applies to all event types, plus other detailed activities that different events might need. You can add or remove what you need concerning your circumstance.

Event Planning Checklist template for PowerPoint

Event Planning Timeline Templates

Planning an event takes time; you need an event planning timeline template to use that time effectively. Show the team what’s expected at every milestone and when tasks and actions must be done.

Event planning timeline templates can be roadmaps, schedules, or Gantt charts . It all depends on your planning style.

event planning case study

Event Plan Presentation Template

An event plan presentation template is a slide deck on which the event planner shares critical information about an event concept, event plan, budget, logistics, and more with an audience of investors, decision-makers, or sponsors.

Event Plan Proposal Presentation Template

Much like an event plan presentation, an event plan proposal highlights all the same concepts but as a proposal. This slide deck template pitches the event to the decision-makers who will say yes or no to the event going ahead.

This template will help with both an event plan and the event plan proposal:

Event Budget Templates

With an event budget template, you can forecast costs efficiently, always keeping track of fixed and variable costs and managing a contingency fund. These templates look like spreadsheets or tables that make it easy to see costs per item and the difference between the projected amount and the final cost.

Event Venue and Vendor Templates

Event venue and vendor templates cover all key elements, actions, and information about the event venue (the location) and the vendors hired to supply their services.

Event Registration Template

Some events, especially public ones, must be registered with local officials. Sometimes, the authorities will supply an event registration template for you to fill in, but occasionally you’ll have to create your own. An event registration template includes all key data about your event, like who is organizing it, how many people will attend, and who will clean up.

Attendee Registration Templates

Attendee registration differs per event type. Paid in-person events involve attendance fees and costs, free events might only need a signup list, and online events use digital forms for attendees to reserve a spot in the virtual meeting room.

Event registration form example

Event Speaker Checklist

An event speaker checklist can be internal for the event planning team or created specially for the speaker.

Internal event speaker checklists track all critical information like travel details and unique requirements. Use a list per speaker to ensure everything runs smoothly for them.

Checklists for the speaker ensure that they know what to expect and come prepared for their presentation.

Event Tech Checklist

All events involve tech of some sort, and to ensure everything is ready and working, you need an event tech checklist. Your specifics will differ according to what type of event you’re planning, but the idea is to keep track of all tech necessities on time for your event to succeed.

Event Agenda Template

Event agendas in your event plan match the overall presentation design, but the event agendas you give attendees are another story altogether. The agenda slide template for your plan or plan proposal covers what will happen during the event. The audience for that template is your team, decision-makers, sponsors, or partners. 

The agenda template for your attendees is different. These agenda templates are eye-catching, inspiring, and worth taking home. Add your event brand assets along with your content to finish the design.

Event Sponsorship Templates

Event sponsorship templates will help your event planning team create a proposal that matches your event needs and style. You can use a simple proposal template that includes sections where you can specify the type of sponsorship per sponsor.

Another type of sponsorship template includes sponsorship packages with different price tags that contain lists of detailed items or opportunities included in each package.

Example of Event Sponsorship slides

Event Feedback and Evaluation Templates

Event feedback and evaluation templates can be both internal and external. You can poll your event planning team and ask attendees for their feedback. Likewise, you can ask speakers, vendors, sponsors, and partners how they felt about the event.

Emoji scale to represent how the event performed

StellarCorp, a multinational manufacturing company with offices in three major cities, wishes to organize a leadership summit. Their in-house event management team has prepared an event plan proposal for StellarCorp CEOs to approve.

Discover the event plan proposal presentation that sealed the deal. 

Cover: Key Event Details

Event Planning Cover

The cover is a welcome mat to the presentation and highlights the event name and key details. 

StellarCorp Leadership Summit

Potential dates: June 12-15 or October 10-14, 2024

Location: New York 

Attendees: Senior managers from New York, Los Angeles, and Miami offices. From HR, marketing, sales, and innovation departments.

Interested presenters and key speakers: Corporate leadership guru Kristine M. and Communication specialist Jack S.

Introduction: Purpose, Goal, and Objectives

An Strategic Priorities Pyramid to showcase the purpose, goal, and objectives of an event.

The presentation’s first slide highlights the event concept, purpose, goal, and objectives.

By sharing a clear hierarchy of purpose>goal>objectives in a pyramid design, the event planning team sets the stage for the rest of the presentation.

This leadership retreat aims to empower senior managers with the professional skills, insights, and necessary relationship-building techniques to lead effectively and positively in a dynamic business environment.

The goal of the leadership retreat is to strengthen and inspire efficient and positive leadership in senior management through interpersonal communication, strategic thinking, and the right skills to drive organizational success.

3 Objectives:

  • To enhance leadership skills through interactive workshops and coaching sessions focusing on refining leadership capabilities, decision-making, and innovation.
  • To foster strategic thinking through facilitated discussions where attendees will develop a shared strategic vision and craft actionable goals to learn how to navigate challenges and leverage opportunities.
  • To strengthen interpersonal communication by conducting networking activities and team-building exercises to cultivate trust, communication, and collaboration.

Event Plan Schedule with Milestones

Event Planning Timeline

The following section in the event plan proposal is the event plan schedule highlighting key milestones. Showing this information to CEOs will give them an idea of how long the planning stage will take and if it’s feasible and aligned with their organizational goals.

Since the team has already done much of the work to create a plan proposal, the timeline starts with the CEOs signing off and covers the next two months of the planning activities.org chart.

  • Conduct a kickoff meeting with the event planning team to review the Leadership Summit’s purpose, objectives, and goals.
  • Review the budget projection and financial plan.
  • Confirm the target audience and expected number of attendees.
  • Research and select suitable venues in each of the three major cities.
  • Delegate venue negotiations and contract signing tasks to team members.
  • Review and approve the selected venues.
  • Develop a comprehensive agenda and program for the Leadership Summit.
  • Identify and invite keynote speakers and workshop facilitators.
  • Create a registration system and launch the website or registration platform.
  • Initiate promotional activities to generate awareness about the event with senior management.
  • Review and approve the design and distribution of formal invitations.
  • Confirm speaker availability and finalize their session topics.
  • Arrange audiovisual equipment, staging, and decor based on the venue requirements.
  • Coordinate with catering services to plan meals and refreshments during the event.
  • Design and produce event materials, badges, signage, and handouts.
  • Develop a communication plan.
  • Organize transportation arrangements for attendees, if needed.
  • Finalize logistics, including room setups, seating arrangements, and technical requirements.
  • Coordinate with vendors for additional services, such as event security or photography.
  • Conduct a comprehensive team run-through of the event schedule and logistics.
  • Conduct a final review of all event materials and attendee lists.
  • Prepare an event-day checklist and distribute it among the planning team.
  • Handoff to the event management team for on-event activities.

Event planning team

The next slide is all about presenting the event planning team. Team members and their roles are displayed using a hierarchical organizational chart, with the event director at the top and the other directors and coordinators on the second level. Team members for each section go below their leader’s column.

  • Event Director (top of the org chart)
  • Event Coordinator (second level)
  • Financial Coordinator (second level)
  • Marketing/Communications Director (second level)
  • Technical Director (second level)
  • Creative Director (second level)

Logistics Overview

Across one or two slides, the team shares a logistics overview, including all the event’s top-level details. All items are listed in a table separated into horizontal sections that cover details for the venue, f&b (food and beverages), and tech requirements.

Venue: NY Hotel Chain Conference Room

Attendee Registration: Online

Seating arrangements for seminars: audience

Seating arrangements for workshops: table groups

Parking facilities: Superpark

Accessibility: AccesNY

Accommodation: NY Hotel

Transportation: Uber

Tech: eventtech NY

Catering and Refreshments: Cater NY

  • Allergies and dietary restrictions forms

Event materials and signage: NY design

Health and Safety measures: EventSafe

Budget Projection and Forecast

Event planning budget template idea

Next is the budget breakdown, with which the team shares a budget forecast and projection for all event costs. The budget table or sheets show prices for all the details, referencing whether the cost is fixed or variable. It also includes a contingency plan and a final estimated budget.

  • Rental fees for event spaces: $10,000
  • Additional charges for breakout rooms or meeting rooms: $3,000
  • AV equipment rental and setup costs: $5,000
  • Hotel accommodations for attendees and speakers: $15,000
  • Group rates or negotiated prices: $2,000
  • Transportation services, including airport transfers and shuttles: $4,000
  • AV equipment rental, such as projectors, screens, and sound systems: $8,000
  • Technical support and on-site technicians: $3,000
  • Internet and wifi services: $2,000
  • Food and beverage catering for meals, snacks, and refreshments: $20,000
  • Special dietary requirements or customized menu options: $3,000
  • Coffee breaks and beverage stations: $2,000
  • Online registration platform or software: $2,000
  • Ticketing services and payment processing fees: $1,000
  • Badge printing and lanyards: $1,500
  • Printing and production of event materials (badges, programs, handouts): $3,000
  • Signage and banners for venue branding and directional guidance: $2,000
  • Promotional items or giveaways: $2,500
  • Promotional campaigns: $5,000
  • Design and production of promotional materials: $3,000
  • Sanitization stations and supplies: $1,500
  • Health and safety signage and communication materials: $1,000
  • Insurance coverage for the event: $1,500
  • Permits and licenses: $1,000
  • Staff and volunteer expenses: $2,500
  • Allocate a portion (10%) of the total budget for unexpected expenses or changes: $10,000
  • Total Estimated Budget: $115,500

The Event Program

The final slide in the event plan proposal is a draft of the event program. As of the day of the proposal, the team brings a short list of topics chosen with the HR team:

  • “Leadership in the Digital Age”
  • “Building High-Performing Teams”
  • “Effective Communication Strategies for Leaders”
  • “Innovation and Disruptive Leadership”
  • “Leadership in Crisis Management”
  • “Developing Emotional Intelligence for Leaders”
  • “Leading with Purpose and Authenticity”
  • “The Future of Leadership: Trends and Insights”
  • “Driving Innovation and Change in Organizations”
  • “Strategic Leadership for Business Growth”

Event Program for Stellar Corp Leadership Summit:

Morning Session:

– 8:00 AM – 9:00 AM: Registration and Welcome Refreshments

– 9:00 AM – 9:30 AM: Opening Ceremony and Welcome Address by CEO

– 9:30 AM – 10:30 AM: Keynote Speaker 1

– 10:30 AM – 11:00 AM: Networking Break

Mid-Morning Session:

– 11:00 AM – 12:00 PM: Panel Discussion

– 12:00 PM – 1:30 PM: Lunch Break

Afternoon Session:

– 1:30 PM – 2:30 PM: Interactive Workshop

– 2:30 PM – 3:30 PM: Keynote Speaker 2

– 3:30 PM – 4:00 PM: Networking Break

Late Afternoon Session:

– 4:00 PM – 5:30 PM: Breakout Sessions:

– 6:00 PM – 8:00 PM: Networking Reception and Dinner

– 8:00 AM – 9:00 AM: Registration and Networking Breakfast

– 9:00 AM – 10:00 AM: Keynote Speaker 3

– 10:00 AM – 11:00 AM: Panel Discussion

– 11:00 AM – 11:30 AM: Networking Break

– 11:30 AM – 12:30 PM: Interactive Workshop

– 12:30 PM – 2:00 PM: Lunch Break

– 2:00 PM – 3:00 PM: Keynote Speaker 4

– 3:00 PM – 4:00 PM: Panel Discussion

– 4:00 PM – 4:30 PM: Networking Break

– 4:30 PM – 6:00 PM: Breakout Sessions:

-6:30 PM – 8:30 PM: Gala Dinner and Awards Ceremony

– 8:30 AM – 9:30 AM: Networking Breakfast

– 9:30 AM – 10:30 AM: Keynote Speaker 5

– 10:30 AM – 11:30 AM: Panel Discussion

– 11:30 AM – 12:00 PM: Networking Break

– 12:00 PM – 1:00 PM: Interactive Workshop

– 1:00 PM – 2:30 PM: Lunch Break

– 2:30 PM – 3:30 PM: Keynote Speaker 6

– 3:30 PM – 4:30 PM: Closing Keynote Speaker

– 4:30 PM – 5:00 PM: Closing Ceremony and Recap

– 5:00 PM onwards: Optional Networking Sessions and Farewell

Creative and Design 

The event plan proposal ends with a draft of the creative and design material for the event itself and the promotional material to be sent out beforehand. 

The mood board that served as inspiration for the event’s graphics is also listed in the presentation since it captures the ideas that CEOs must be in touch with to check if they represent the core values behind this event.

The event planner reminds the CEOs that the Leadership Summit is vital for the company because when you take care of your people, your people take care of you.

The presentation ends on a high note with a thank you slide and a quote by Judy Allen, author of The Executive’s Guide to Corporate Events & Business Entertaining, “What sets your business function apart is not the amount of money you have to spend but how creatively you tap into your customers’ senses.” 

In this guide, you learned just how essential event plan templates are when planning an event. There’s no reason to reinvent the wheel when all the resources are at your fingertips. 

There’s one for every aspect of the planning process, from event plan checklist templates to registration form templates. Use SlideModel templates to plan, organize, present, and pitch amazing events every time.

1. Event Planning PowerPoint Template

event planning case study

A slide deck tailored to present an event action plan. This selection of slides is not designed to fit any particular industry, making them ideal for different sectors like corporate events, private events, academic events, and charity events.

Inside this slide deck you can find:

  • Agenda Slide
  • Event Goals
  • Event Main Details
  • About the Event
  • Event Funnel
  • Marketing Plan
  • Timeline Template
  • Project Status & Completion Rate

A versatile slide with bold graphics in a delicate color palette. Fully customizable to meet the branding requirements of your project or your styling preferences. Check it out!

Use This Template

2. Onboarding Checklist PowerPoint Template

event planning case study

Although onboarding templates are commonly associated with hiring and coaching new employees into organizations, in this case, the Onboarding Checklist PowerPoint template is relevant to track the activities assigned per specific time slot. We can arrange tasks by day, week, month, quarter, or even year. The checkmark icons help us signal which tasks are completed and which are in process, which in turn can give us an estimation of the event’s task completion rate.

3. 8-Week Event Planning Timeline Template for PowerPoint

event planning case study

If your event requires a carefully planned agenda, but you don’t want to fall into a traditional Gantt Chart template, be sure to check this 8-Week Event Planning Timeline Template for PowerPoint. In two different color schemes, we find two slides showing a calendar format similar to Google Calendar, arranged in weekly blocks by column. Sort out your tasks by creating blocks spanning multiple columns or staying bounded in the same week.

4. Event Management PowerPoint Template

event planning case study

We don’t want you to stick to simple diagrams for your event presentation slides: get ready to incorporate professionally designed vector images themed for event planning presentations.

A slide deck containing a broad range of vector art illustrations, including human figures, graphs, checklists, calendars, and other relevant figures that help you create an engaging event planning presentation. Check it out now!

5. Virtual Festival Event PowerPoint Template

event planning case study

If you are planning a virtual event, this is the slide deck you should check. With colorful slides and custom-made festive graphics, these placeholder images help to introduce speakers in a fashionable way, as well as promote your event with an event hashtag slide (ideal for social media engagement).

Be sure to implement these slides in your next virtual event advertisement for maximum engagement. Check them out!

event planning case study

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event planning case study

Greater Giving

How to Craft a Post-Event Case Study

event planning case study

People say there’s no better teacher than experience, but the lesson can’t fully be understood without first putting the story into context.

Reports contain a wealth of valuable information but understanding the big picture is the job of a comprehensive after-event case study. The self-examination a case study provides helps identify the subtler trends, queues and missteps that occurred during the planning and execution of an event, allowing you to address them long before they can become problems at future events. It also provides you with the opportunity to capitalize on areas of your plan with the potential to increase your success rate and prove your success.

Of course, you want to create a case study that details the event, but you also want to create a document that engages its readers. If you are unsure how to get started telling your event’s story, don’t stress, just concentrate on these five important writing rules and you’ll create a complete accounting of your event, as well a great story.

Tell a Good Story

It’s important to identify any fault lines running through your event’s plan, but no one wants to be inundated with negativity. Create a story that allows people to get excited about the high points as they learn about any issues that arose.

Thoughtful use of phrasing is your weapon here—after all, it’s your chance to make your work look its best—but you don’t want to lie or slant the information unfairly. Always tell the tale from a place of neutral acceptance, rather than adding unnecessary dramatic flair or overenthusiastic compliments. If you load up your narrative with too much emotion it diminishes the validity of your reporting.

Three Plot Structure

Every story has a beginning, a middle and an end. Case studies are plotted the exact same way, with an overview of the event at the beginning, a step-by-step accounting of the entire process filling in the middle, and the results of your work as your conclusion.

TIP: Greater Giving Event Software will help you easily track all the details related to an event, making the creating of a great case study easier than ever before! With Greater Giving Event Software you can:

  • Manage and track event sponsors
  • Track registration, bidders, donors, and procurement
  • Create, send and store promotional and thank-you emails
  • Capture, centralize, track and manage benefit event or auction details
  • Build professional-looking reports
  • Track success year-to-year for improved planning over time

Begin by with an explanation of your mission statement, describe your target audience and state your goals. Next, list the strategies and tactics you based on to decide on a theme and program and provide specific information about the reason you chose your vendors. Detail the happenings at the event, with specifics on what was experienced throughout the evening, leading the reader through to the night’s conclusion, then conclude with the results, whether it be in donations, attendance or something else of importance to your organization. If you’ve proven the event was a success; declare it. If the event failed to meet your expectations, provide suggested solutions to the problems you’ve identified in your case study.

Details, Details, Details

You’ve got the basics covered, now it’s time to fill in your case study with interesting details that reveal how the whole event came together. Throughout the case study pull out specific details that aided or hindered the success of the night. Record the highs and lows experienced from set up, to tear down. Call out stand-out team players and service providers that either aided or hampered the activities. Adding as much detail as possible to your case study archives the secrets of your success for future planning.

Deepening the Sensory Experience

Incorporating audio/visual experiences into case studies saved online offers yet another view with new perspectives for future readers. Let readers experience the event through photos, recordings and videos so they can see and hear for themselves what you witnessed. This provides another layer of connection for the readers of your case study and acts as a third leg to prop up your arguments when you want to redirect your efforts or ask for a larger budget.

Instruct your team to use their mobile phones throughout the night to record everything they find interesting, difficult or exciting about the evening. When putting your case study together search for additional footage from attendees through the hashtag you generated for event night to get your attendees perspective, as well.

Seek Out Testimonials from Attendees and Sponsors

Nothing speaks louder than the accolades of your community. Ask for quotes from your sponsors and guests and add them into breakout boxes to increase visual interest in your case study. Look for quotes that back up the information you’ve gleaned from your reporting and place it in the document next to that specific information. Focus your questions on different portions of the night’s program. Ask your guests and sponsors questions such as whether the theme reflect the mission of the organization? Did the sponsors feel as though they were represented properly? Was the entertainment a compliment to the organization’s mission?

Writing For Non-Profits

Dathan Montes

Dathan is the Digital Marketing Associate at Greater Giving where he is focused on marketing initiatives benefiting the sales and customer support departments. Prior to his current role, he spent several years working in the online search marketing industry. Outside of Greater Giving, Dathan enjoys spending time with his family, collecting and restoring vintage BMX bicycles.

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5 Event App Case Studies that Show the Power of Event Tech

Technology is the glue that holds a good event together. 

Whether you’re planning an in-person conference, a virtual summit, or a hybrid event that combines the best of both worlds, the event app you use will have a huge impact on your success. 

If you’ve never used an event app before, you may not understand how transformative it can be. In this article, we’ll show you how EventMobi’s powerful event app helped 5 different organizations build standout events.

Diversified Communications ULC Cuts Costs by $8,000 using an Event App

Diversified Communications ULC Cuts Costs by $8,000 using an Event App

Read the full case study

It’s easy for expenses to rack up when you’re planning a large-scale event. Often, one of the most costly components of an event is registration— printing badges and staffing a registration table is expensive, but it’s vital to get it right, as the registration experience will set the tone for the entire event. 

Diversified Communications ULC was gearing up to host their annual medical conference , known as Pri-Med Canada. They expected over 3,600 attendees from 200 different healthcare, educational, and pharmaceutical companies. 

With such a large audience, Diversified Communications knew they needed a high-tech event app to manage everything from attendee engagement to scheduling and planning. 

But they also saw a surprise benefit of using an event app: They were able to save $8,000 on printing and shipping costs , thanks to EventMobi’s event registration software . 

Instead of relying on printed badges, the company was able to import their attendees’ information into the event app, even while the app was still being designed in the weeks leading up to Pri-Med Canada. Event registration could then happen onsite; when attendees logged into their app for the first time, they could see all of their information already loaded into the program, including the sessions they’d signed up for. 

It wasn’t just the event planners who loved the event app. With EventMobi’s technology, the company surpassed their event app adoption rate by 155%.

GetWellNetwork Uses an Event App to Build Brand Reputation

GetWellNetwork Uses an Event App to Build Brand Reputation

Technical difficulties can turn an excellent event into a nightmare—especially if the event is all about technology. 

The GetWellNetwork, which provides cutting-edge technology for healthcare organizations, knew they couldn’t afford to have any big tech issues during their GetConnected Conference, during which they showcase innovations in the healthcare tech space. 

The event organizers were on the lookout for an event app that could be the “brain” of the entire event. They needed a solution that would replace their paper handouts and program schedules, while also boosting attendee engagement and connecting their audience during the event. 

After doing their research, they landed on EventMobi as the best option to achieve their goals. And this decision paid off—literally. They saved tens of thousands of dollars on their event budget, while also hosting their most engaging attendee experience to date. 

On top of that, by using such a diverse and intelligent event app, they solidified their brand image as a leader in the tech space.

Real Property Management Uses Gamification to Enhance Networking

Real Property Management Uses Gamification to Enhance Networking

Networking is at the heart of so many events, as was the case when Real Property Management was gearing up to hold their annual national conference. 

They went into the event wanting to break the mould, so they could surprise and delight their attendees, while also encouraging them to build their network inside the franchise community. 

“We needed to create a platform where attendees could communicate with each other better. We didn’t want to just leave it up to chance that they would interact,” said Tim Sedgwick, from Real Property Management. 

In the past, the company had used gamification to encourage networking, but it hadn’t panned out as they’d hoped in terms of ROI. But when they began using EventMobi’s event app, they saw a huge increase in the number of attendees playing the networking game. 

Sedgwick and his team attributed this to the event app’s ability to digify the gamification experience. Rather than relying on game rules printed on paper or announced out loud, they used the event app to give each attendee a four-digit code on their badge, which they could use to participate. People at the event could easily find the rules in the event app, and they could even watch a leaderboard to see who was winning.

Looking for detailed advice on designing an event sponsorship package that will be competitive in today’s market? Download The EventMobi Sponsorship Strategy Guide  to get started!

Venture Out Builds Community and Bolsters Communication with an Event App

Venture Out Builds Community and Bolsters Communication with an Event App

Watch the full case study

When Venture Out plans an event, their top priority is making sure their audience feels welcome from start to finish. This is core to their mission of bringing together members of the LGBTQ+ community who share a passion for technology. 

The team at Venture Out knew strong communication was key to their event, something they’d struggled with in the past. Without an event app, they had to share important information about schedule changes and the location of events out loud—and anyone who wasn’t in the room when such announcements were happening would miss out. 

But with EventMobi’s event app, they were able to send messages and connect with all event attendees, simply by pushing notifications through the platform. 

On top of that, the seamless event registration allowed the event organizers to save time they would otherwise spend trying to keep track of everything. As a result, they could dedicate more of their time to ensure all attendees were enjoying themselves.

Hanapin Marketing Boosts Retention With an Event App

Hanapin Marketing Boosts Retention With an Event App

Hanapin Marketing hosts an event for hundreds of marketers every year, and one of their main goals is retention—they want attendees to come to the event year after year. 

In the past, the company had seen a 15% retention rate annually, but with EventMobi’s event app, that figure skyrocketed to 45%. 

Hanapin credits the event app’s many features as the primary reason for this boost to their retention rate. With features like life polling and Q&As, push notifications, and personalized schedules and speaker profiles, they raised the overall quality of their event, which made it easy for attendees to decide to return the following year. 

“The Event App keeps the conference fresh, sleek, and ahead of the competition,” one attendee remarked.  Hanapin also used the Event App to gather feedback through post-event survey questions . With more responses from their attendees, they could easily figure out what worked well at the event, and what should be improved for the next one.

If you want to see the most return on investment with your event, then you need the most up-to-date technology to provide a seamless, enjoyable experience for all attendees. 

event planning case study

Bright Ideas Event Agency

Case Studies

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Case Study in Scenic Event Design Integration

Nov 8, 2023

Our client desired to infuse the spirit of travel into the event design of their annual event and create a sense of unity among employees who have

Case Study | A Micro Corporate Christmas Party

Case Study | A Micro Corporate Christmas Party

Aug 31, 2022

How do you host a corporate Christmas party for an entire office while also adhering to pandemic gathering limits and physical distancing requirements during winter and outdoors? The Bright Ideas team made it possible! Follow along as we dive deeper into this micro...

Case Study |  A Tropical Virtual Corporate Retreat

Case Study |  A Tropical Virtual Corporate Retreat

Jul 27, 2022

Previously on the Bright Ideas Blog, we saw a glimpse of this tropical virtual corporate retreat and the event details. This week we are diving deeper into this virtual event. We will evaluate the aspects of the event that led us to receive two event award...

Case Study | Dealership Grand Opening in Richmond

Case Study | Dealership Grand Opening in Richmond

Feb 9, 2022

Planning this luxury car dealership grand opening was no easy feat. Not only did we want to represent the world-class stature of the automotive brand, but we also wanted the event experience to be recognized worldwide. The Bright Ideas team needed to elevate and...

Case Study | Corporate Christmas Party Event Consulting

Case Study | Corporate Christmas Party Event Consulting

Dec 2, 2021

Organizing your corporate Christmas party is no walk in the park. So, when you have a social committee to help with the planning, things should go smoothly right? That’s not always the case! The holidays can be a busy time for many companies thus, your social...

Case Study | A Look Into A Hybrid Event

Case Study | A Look Into A Hybrid Event

Nov 3, 2021

Running live events during a global pandemic can have a number of challenges. This case study looks at how we organized a seamless hybrid event in the ever changing times and restrictions of the Covid-19 pandemic. The Event A bi-annual formal gala which is typically...

Study: Commitment          Part 10 of 10

Study: Commitment Part 10 of 10

Aug 28, 2020

Our 100% commitment to this event, even when at times it felt as if it was impossible, was the success to this event. Our client was celebrating their 30th Anniversary in business.

Study: Determination      Part 9 of 10

Study: Determination Part 9 of 10

Aug 21, 2020

Creating an engaging, entertaining and interactive Gold Bar Gala themed event is always top-of-mind when a client chooses us to produce their event. Determination is required.

Case Study: Gratitude                                        Part 8 of 10

Case Study: Gratitude Part 8 of 10

Aug 14, 2020

Despite our obstacles, the 1920’s Soiree Holiday Staff Event still delivered the luxurious touches we had originally planned. We were so grateful to achieve our objectives.

Study: Community               Part 7 of 10

Study: Community Part 7 of 10

Aug 7, 2020

This Gala had to be all about food and strengthening the bond in their community. Great food! Interesting food! Fun food! Loads of food!

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The Northwest Environmental Business Council

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Transitioning from virtual to hybrid events with InEvent face to face and virtual software platform.

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Libbs Convention

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Event Planning

A team of two students are challenged with analyzing a real-world case study situation that deals with planning an event and then presenting solutions.

Participants

Written entry page limit, appear before a judge, 1 case study, 2nd for finalists, interview time, sponsored by:.

Essential Elements

Related resources.

You are special event managers that work for WILD FLOWER COUNTRY CLUB. The private country club is located in a suburb of a metropolitan area and features 18-holes of golf, eight tennis courts, a state-ofthe-art fitness center, indoor and outdoor swimming pools, steam rooms, meeting space, a ballroom and a full-service restaurant and lounge.

You are the owners of MEMORABLE EVENTS. The company provides event planning and management to corporate clients and general customers in a large metropolitan area. MEMORABLE EVENTS has a staff of over 50 people that aid and manage clients in event planning and management.

You are event planners hired by the NORTH HIGH SCHOOL ALUMNI GROUP. North High School is the only high school located in a city of 30,000 people. The first class of seniors graduated in 1958 and the last class will be graduating in June 2020. A brand-new high school is being built near the old high school building and students will attend the new high school this fall, at the start of the new school year. Sadly, the original North High School will be demolished in August.

You are the event planners for the second annual CROSS TOWN HOME & GARDEN SHOW. The two-day event features a wide variety of vendors specializing in products and services for the home and the garden. The event also has workshops for do-it-yourself projects, concessions, raffles and door prizes, and merchandise for purchase. Tickets to the event are priced at $15.00 for adults and $5.00 for children and senior citizens.

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Developers praise court ruling restoring Minneapolis 2040 Plan

Brian Johnson // May 14, 2024 //

This August 2019 photo shows construction of an apartment building at 1500 Nicollet Ave.

The Minneapolis 2040 Plan broadly upzoned the city and eliminated single-family zoning. This August 2019 photo shows construction of an apartment building at 1500 Nicollet Ave. (File photo: Bill Klotz)

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Garden tours, plants sales and more ways to spend time among flowers

Visit Maine's botanical gardens or get a sneak peek of what your neighbors are growing in their back yards.

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One of the loveliest ways to ease yourself fully out of the post-winter blahs and into springtime is to quit being a wallflower and instead surround yourself with living, blooming plants.

From botanical gardens to plant sales and garden tours, it’s time to make like the Scarecrow in “The Wizard of Oz” and while away the hours, conferring with flowers.

event planning case study

The waterfall at Coastal Maine Botanical Gardens in Boothbay. Photo by Tory Paxson, Courtesy of Coastal Maine Botanical Gardens

TOTALLY BOTANICAL

Coastal Maine Botanical Gardens in Boothbay is open for the season, daily from 9 a.m. to 5 p.m. Maine Days are May 31 to June 2, when anyone with a Maine driver’s license or state ID gets in for free. Ditto for dads/father figures on Father’s Day (June 16). Advance registration is required. With more than 300 acres of gardens and natural spaces, including a waterfall, there will be plenty to see, smell and bask in the scenery.

Here are more things to do in Boothbay

event planning case study

A tour group walks on the boardwalk at Viles Arboretum in Augusta. Joe Phelan/Kennebec Journal

Viles Arboretum is a botanical garden in Augusta with 6 miles of trails and more than 20 botanical collections. It’s open daily from sunrise to sunset, and admission is free. There are 224 acres with all sorts of flora and fauna to discover. Leashed dogs are welcome, and the visitor center is open from 10:30 a.m. to 4:30 p.m. Wednesday through Saturday.

Viles Arboretum offers medicinal plant walks, and although the May 18 session is full, you can still register for the June 15 and Sept. 14 events, lead by herbalist, homeopath and flower essence practitioner Debra Bluth. Tickets are $25. Advertisement

The Mount Desert Land & Garden Preserve has four areas to explore on its property in Northeast Harbor: the Asticou Azelea Garden (dawn to dusk daily), the Abby Aldrich Rockefeller Garden (noon to 4 p.m. Tuesday through Sunday from July 9 to Sept. 8, reservations required), Thuya Garden (dawn to dusk daily, June 15 to Oct. 14) and Little Long Pond Natural Lands (hiking trails and carriage roads open dawn to dusk daily). On June 26, at the Wildflowers of Little Long Pond event, participants can wander around the garden’s fields and forest, spotting wildflowers along the way while practicing how to identify them.

event planning case study

Joyce Saltman, right, and Beth Anisbeck embrace a tree for 60 seconds during a tree hugging event sponsored by Portland Parks and Recreation, at Deering Oaks Park last year. Carl D. Walsh/Staff Photographer

TOURS AND MORE

2nd Annual Tree Hugging 11 a.m. to 1 p.m. Saturday. Deering Oaks Park, Portland. portlandmaine.gov The tree hugging is a family-friendly community gathering to celebrate Portland’s many trees. Park ranger Liz Collado will lead a sensory awakening and forest bathing session. Along with tree hugging, there will be a storytime, and you can touch a forestry truck and meet naturalist Noah Querido and Portland city arborist Mark Reiland. Just down the road, you’ll find Fessenden Park, on the corner of Brighton and Deering Avenues. The tulips have arrived, and it’s worth a visit to see them.

McLaughlin Garden Lilac Festival 10 a.m. to 4 p.m. May 24. McLaughlin Garden and Homestead, 97 Main St., South Paris, $5. mclaughlingardens.org You’ll find more than 125 varieties of lilacs at the McLaughlin Garden Lilac Festival. Explore on your own or take a guided tour led by a horticulturist. There will also be family-friendly activities, and you can shop for native and unusual plants.

4th annual Woodfords Community Garden Tour 1-4 p.m. June 8. Woodfords Corner Community in Back Cove, Deering Highlands, Oakdale and Deering Center, $20 suggested donation. woodfordscorner.org Presented by Friends of Woodfords Corner, this self-guided tour features at least 10 gardens. As you make your way down the list, you’ll find yourself pleasantly surprised by all of the hidden havens bursting with flowers, plants and impressive yardscaping elements.

Peony Society of Maine 23rd annual Garden Tour 10 a.m. to 3 p.m. June 8 and 15. Both tours start at 1348 Ohio St., Bangor, $5 donation. peonysocietyofmaine.net You’ll visit multiple gardens in Bangor, Winterport, Ripley and St. Albans, and your senses will be filled with countless peonies. A peony plant will be raffled off at the end of each tour. Advertisement

Hidden Gardens of Historic Bath 10 a.m. to 2 p.m. June 22. Sagadahoc Preservation Inc., 880 Washington St., Bath, $40. sagadahocpreservation.org The Hidden Gardens of Historic Bath house and garden tour features several homes in North Bath. Every stop on the tour will be a treat for your senses and may motivate you to make some of your own magic when you get back home.

Garden Conservancy Open Garden Days 10 a.m. to 4 p.m. June 29. Beckett Castle Rose Garden, Singles Road, Cape Elizabeth, $10. gardenconservancy.org You’ll see plenty of roses as well as ocean views at Beckett Castle, which sits right on the water, with views of five lighthouses. The castle was built in 1871, and its rose garden features more than 70 varieties of heirloom roses. A 50-foot stone tower doubles as the rose arbor entrance to the castle.

PICK A PLANT SALE

Tate House Museum’s Annual Plant and Herb Sale 9 a.m. to 1 p.m. May 18. Tate House Museum, 1267 Westbrook St., Portland, 207-774-6177.  tatehouse.org The wide selection includes perennials divided from the museum’s 18th century reproduction garden. Visitors can also make their own “seed bombs” and get a sneak peak at a new installation by artist Ashley Page from 10 a.m. to noon.

Animal Refuge League of Greater Portland Spring Plant S ale 9 a.m. to 11 a.m. May 18, Animal Refuge League of Greater Portland, 217 Landing Road, Westbrook, 207-854-9771.  arlgp.org   Perennials, house plants and more will be on sale, and plants that don’t have specific pricing are “name your own fee.” Anyone interested in donating plants or pots to the sale should send a message to [email protected] .

Taking Root Plant Sale 9 a.m. to 1 p.m. June 1, Tom Settlemire Community Garden, Maurice Drive, Brunswick, 207-729-7694.  btlt.org This annual sale is organized by the Brunswick-Topsham Land Trust. Proceeds benefit the Common Good Garden, which provides food and gardening education for the Mid Coast Hunger Prevention Program. Master gardeners will be on hand to help shoppers choose their best options.

Scarborough Land Trust Native Plant Sale and Spring Festival 9 a.m. to 1 p.m. June 1, Broadturn Farm, 388 Broadturn Road, Scarborough, 207-289-1199.  scarboroughlandtrust.org Visitors will find native plants, food vendors, local artisans, guided nature walks and activities for kids. To preorder plants, visit the Scarborough Land Trust website.

Maine Audubon Society Native Plants Sale and Festival 9 a.m. to 3 p.m., June 8, Gilsland Farm Audubon Center, 20 Gilsland Farm Road, Falmouth, 207-781-2330.  maineaudubon.org More than 75 species of native wildflowers, shrubs and tree seedlings will be available, along with workshops, info tables and experts.

Staff writer Megan Gray contributed to this report.

Related Headlines

Headed to Coastal Maine Botanical Gardens? Here’s what else to check out in Boothbay

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IMAGES

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COMMENTS

  1. Successful Event Planning Case Studies: How These Entrepreneurs Nailed

    The case study unveils how the attention to detail and emotional resonance can elevate a wedding into an extraordinary and cherished memory. By understanding the couple's preferences and translating them into a cohesive event, the planners demonstrated their expertise in creating an unforgettable experience. This successful event planning ...

  2. Event Case Studies: Success Stories Unveiled

    Delve into these customer stories to discover how the right platform can elevate your event planning strategies. 5 Event Case Studies Case Study 1: Product Launch By GE Healthcare. GE Healthcare leveraged a top-tier platform in the information technology sector to successfully launch a groundbreaking product. This case study emphasizes the ...

  3. Event Planning Case Studies

    Our meeting and special event experience includes conferences, groundbreakings and more. Check out our event planning case studies for inspiration. Special D Events provides meeting and special event planning services to businesses, associations, foundations, and non-profits across the nation.

  4. 5 Event Case Studies

    Here are 5 event case studies we can all learn from. Whether it is down to time, client confidentiality or protecting our ideas and ways of working eventprofs seem to struggle with shouting about our achievements and letting others benefit from our successes (or failures). When a project is over we brainstorm and analyze internally within our ...

  5. CASE STUDY: SUCCESSFUL EVENT PLANNING

    Planning Your Event-. Once you've defined the basic parameters, then you're ready to proceed with planning. • Make a checklist - Create a checklist to provide a step-by-step guide to ...

  6. Making event organizing simple with EventMate: A UX case study

    This case study is centred around the UX & Design of a simple and user-friendly app for organizing events. My role was UX/UI designer. It's a conceptual project. Note: The application is usable in the stages of "before," "during," and "after" the event day, but for this case study, my focus will be on the "before" phase.

  7. Corporate Event Planning Case Studies

    We can't thank you enough for all your hard work and diligence to execute according to plan and do it within our tight timeline.". Get event planning ideas for your conferences, employee engagement events, incentive events, investor days, roadshows, sales kickoffs/SKOs, galas & social events, product launches and more...

  8. Case Studies Archive

    Successful Events, Made Possible with OnePlan. Explore these success stories to see how OnePlan has changed the event planning process for over 40,000+ events. Case Studies Archive - OnePlan Events.

  9. Asana case study

    To ensure adoption, the marketing team developed conventions and best practices to create event management processes at G2—all of which are standardized. The team then began planning, assigning, and tracking event work only in Asana. With a centralized system of record, work is no longer scattered across email, spreadsheets, and meetings notes.

  10. Event management case studies

    How to buy Eventsforce. Based on your existing workflows, timings and objectives, we'll provide recommendations that will help you achieve success. Event management case studies. Every event is different, and we work with great organisations of all shapes and sizes.

  11. How to Plan an Event: Event Planning Steps, Tips & Checklist

    Event marketing & advertising. Step 7. Execute your event. When you break down the scope of your event plan into manageable steps, the process seems a lot less daunting. However, there are a few more things to keep in mind when making your event plan.

  12. Chapter 5

    C H A P T E R 5 Case Studies: Special-Event ManagementSpecial events present a unique case of demand fluctuation that causes traffic flow in the vicinity of the event to be radically dif- ferent from typical patterns.

  13. Event Planning Made Simple: A Guide on Event Planning Templates + Examples

    The primary output of an event planning process is an event plan that will guide the event management team to prepare and coordinate a successful event. Sometimes, the first output is an event plan proposal that needs approval before becoming a complete event plan. The case study at the end of this article is an event plan proposal.

  14. How to Craft a Post-Event Case Study

    Reports contain a wealth of valuable information but understanding the big picture is the job of a comprehensive after-event case study. The self-examination a case study provides helps identify the subtler trends, queues and missteps that occurred during the planning and execution of an event, allowing you to address them long before they can ...

  15. Case Studies

    This case study will examine how attendees at a recent event provided suits and other clothing suitable for interviews, along with interview tips, directly to local organizations to help community members. Hilton has prepared hybrid event case studies to share our learnings and support your success planning these unique programs.

  16. "A Case Study on Designing an Intuitive Event Management App"

    This case study revolves around designing an event-planning app to help users who find it difficult to plan and organize an event. ... There are currently relatively few applications for event planning, and they all largely fall under the genre of wedding planning. However, I believe that there should be applications that specialize in all ...

  17. 5 Event App Case Studies that Show the Power of Event Tech

    Hanapin Marketing hosts an event for hundreds of marketers every year, and one of their main goals is retention—they want attendees to come to the event year after year. In the past, the company had seen a 15% retention rate annually, but with EventMobi's event app, that figure skyrocketed to 45%. Hanapin credits the event app's many ...

  18. Event Planning Guide With Checklist 2024

    It takes a great deal of time and effort to manage an event and involves communication with multiple teams and vendors. Event planning encompasses tasks at all stages of the event cycle, like event marketing, event sponsors, venue sourcing, event branding, building an event website, and more. Event Management is Event Planning.

  19. Event Management Case Study

    Organized by Event Management Lab by ADandPRLAB led by partner instructor Athena Fradelou and ass. Prof. Betty Tsakarestou. We are a group of seven students studying at Panteion University, Greece

  20. Case Studies

    Case Study | Dealership Grand Opening in Richmond. Feb 9, 2022. Planning this luxury car dealership grand opening was no easy feat. Not only did we want to represent the world-class stature of the automotive brand, but we also wanted the event experience to be recognized worldwide. The Bright Ideas team needed to elevate and...

  21. Successful customers and stories!

    Stories that highlight customer innovation. The largest enterprises share their success with InEvent on uniquely crafted use cases around their ecosystem of technology, software, event, marketing and partners. Take a look at what they have to say.

  22. Event Planning

    A team of two students are challenged with analyzing a real-world case study situation that deals with planning an event and then presenting solutions. Participants. 2. Appear Before a Judge. 1 case study, 2nd for finalists. Prep Time. 60 minutes. Interview Time. 15 minutes.

  23. Preparation Resources

    FBLA Preparation Resources Sample Case Studies Sample Objective Tests

  24. Field Service Management Software

    Don't miss this free virtual event. Watch now. Field Service Power the future of field service with the #1 AI CRM. ... Salesforce Field Service Success Metrics Study, 2022. Drive efficiency with trusted AI. Learn about Field Service AI ... Forecasting and Planning Use real-time data to quickly assess the impact of global or in-day ...

  25. News Flash • Spring 2024 Brookline Planning Announcements

    5/17/24. Join the Chestnut Hill Site Walk - May 17th! Missed the April and May community workshops for the Chestnut Hill Commercial Area Study?No worries! Contribute your input on the future of the Chestnut Hill Commercial Area through this online survey, and join the next Community Site Walk of the study area on Friday, May 17, 4:30-6:30pm, departing from 1280 Boylston Street, Chestnut Hill, MA.

  26. Developers praise court ruling restoring Minneapolis 2040 Plan

    Footprint Development received some good news on Sept. 5, 2023, when the Minneapolis Planning Commission approved the developer's proposed 32-unit mixed-use project at the intersection of 37th ...

  27. Mercury Rising: The Toxicology of a Global Pollutant

    Join us at the Kavli Building or online. Registration is required if you plan to attend the lecture in person. Every day, we come in contact with many different chemicals that have the potential to impact our lives. Toxicology is a field of science that helps us understand the interactions between us, our environment, and these chemicals which are sometimes toxic. Heavy metals such as mercury ...

  28. Buildings

    The indicators and metrics as shown in Table 2 and Table 3 are applied in the above two case studies. The key findings are shown in Table 5. Based on the definition, metrics and indicator framework described in Section 4, Section 5 and Section 6, the case studies' results are shown in Table 5. It is observed that the new building has better ...

  29. Garden tours, plants sales and more ways to spend time among flowers

    Viles Arboretum is a botanical garden in Augusta with 6 miles of trails and more than 20 botanical collections. It's open daily from sunrise to sunset, and admission is free. There are 224 acres ...