Your 20 Step Guide On How To Plan A Corporate Event 

Welcome to our ultimate guide on how to plan a corporate event! Whether you’re a seasoned event planner or a novice taking on the task for the first time, organising a successful corporate event requires careful consideration and meticulous planning. In this blog, we’ll provide you with a comprehensive overview of the entire event planning process, from initial brainstorming to post-event evaluation. Here’s our step-by-step guide:

1. Define Your Goals and Objectives

Are you hosting a product launch, team-building event, or a conference? Determine the purpose of the event; what do you want to achieve, e.g. brand awareness, increase in registrations, lead generation, increased sales? Knowing exactly what you want to gain from your event and having attainable goals for the event will help you measure success and satisfaction scores for your event. 

2. Set a Budget

Establish a budget that covers all expenses, including venue rental, catering, entertainment and marketing. Being financially prepared is instrumental in the success of an event and being able to cover unexpected expenses which can occur. Budget management is one of the cornerstones of having a great and financially successful event. 

3. Create a Planning Committee

Form a team responsible for planning and executing the event. Assign roles and responsibilities. Events take a lot of work and delegating tasks correctly is very important. Matching the team’s skills to event tasks is of paramount importance and can take your event from good to great. Meet on a regular basis to discuss the event plan to keep track of progress. 

4. Choose a Date and Venue

Select a date that works for your attendees and choose a venue that is suitable for the type of event. Always keep your attendees’ experience in mind; find an appropriate venue that accommodates your expected number of attendees for their comfort and consider attendees’ accessibility needs when selecting the venue that works best for all. 

5. Plan the Event Agenda

6. Catering and Menu Selection

Choose a caterer and design a menu that aligns with the event’s theme and the dietary requirements of the attendees. This attention to detail when it comes to the hospitality for your attendees can make or break an event. It is important to be extra cautious with this aspect of running an event as people can be allergic or intolerant to certain foods, they may also be vegan or vegetarian and must be considered in the catering planning.

7. Entertainment and Activities

Consider entertainment options, such as keynote speakers, live bands, or team-building activities to engage attendees. Keeping people engaged and making your event enjoyable will make it a memorable experience. It is important to add variety to your events, and to offer a unique experience where possible, to make sure your attendees do not want to miss your event!

8. Secure Sponsors and Partners

Identify potential sponsors and partners to help offset costs or provide additional resources, if required. Partnering with another business that is aligned with the values of your business or organisation can be hugely beneficial in raising your brand awareness and your objectives to a larger audience. Once a partnership has been established, continue to build on that relationship for further long-term business collaborations. 

9. Marketing and Promotion

Develop a marketing strategy to promote the event by identifying your target audience and utilising tools that will best reach and communicate to that audience. Consider using various digital channels like social media, email marketing, and online advertising. We live in an age of technology and global communication, so it is best to take advantage of that to promote your event. People have to know about the event to attend it! 

10. Registration and Ticketing

Set up an online registration system to manage attendee sign-ups and ticketing if necessary. Be prepared for some curveballs in this area regarding people losing, forgetting or not having tickets or registration. This is a common occurrence at most events so it is best to be prepared for it. It is also good to be mindful of important attendees and their careful treatment when they enter the event.

11. Event Logistics

Efficiently coordinate transportation, accommodation, and on-site logistics to enhance the overall experience for attendees. Ensuring seamless logistics is paramount to instilling a sense of comfort and security among attendees. Upholding the standards of excellence you’ve established is crucial, as it reflects your commitment to delivering exceptional service and meeting the expectations of your clients.

12. Design and Branding

Create a bespoke event identity including branded signage, promotional materials, and a visually cohesive theme. Eye-catching branding and designs attract attention and express professionalism. This is your chance to showcase your brand’s essence and captivate attendees, as the visual appeal can significantly influence their perception of the event’s quality and significance. Invest time and resources into design and branding to elevate the overall attendee experience and ensure the event’s success. 

13. Technology and AV Requirements

Arrange for audio-visual equipment, Wi-Fi, and any necessary technical support. Making your speakers and contributors at an event feel in safe hands in this regard is a must. It is imperative to instil confidence in your speakers and contributors by providing them with the assurance that their technological needs will be met proficiently. Mitigating the risk of potential disruptions such as malfunctioning microphones or obscured visual aids is paramount to upholding the professionalism and credibility of your event.

14. Event Safety and Security

Prioritise the safety and security of all attendees by meticulously planning for emergencies and implementing necessary security measures. Comprehensive event safety protocols encompass understanding every aspect of the event, including attendance figures, and maintaining a thorough familiarity with the venue layout.

15. Rehearsals and Run-Throughs

Prior to the event, facilitate run-throughs with speakers and event staff to ensure meticulous preparation and smooth execution. By conducting rehearsals, you not only familiarise yourself with potential challenges but also cultivate a sense of readiness to tackle any unforeseen issues that may arise. This proactive approach allows you to address and resolve logistical hiccups preemptively, ensuring a seamless and polished event experience for all attendees.

16. On-Site Management

Assign roles for on-site management, including event check-in, registration, and troubleshooting. Delegating tasks relating to your employees’ strong suits make an event run as smoothly as it possibly can. This helps with any of the problems that may occur at an event with your team’s full cooperation and support. Clear communication and a thorough understanding of their designated roles empower your team to provide invaluable support, contributing to the overall success of the event.

17. Post-Event Follow-Up

Send thank-you notes to the attendees and sponsors. Collect feedback via survey to evaluate the event’s success and identify areas for improvement. Maintaining communication with attendees to continue a relationship with them can be integral for keeping their interest in your business/organisation.

18. Data Analysis

Analyse event data to assess the return on investment and the achievement of your goals. This analysis will help you see how successful your event was and where you can improve in that area for future events. Keeping an eye on the data you collect ensures you do not make the same mistakes twice, leading to events being as successful as possible.

19. Documentation

Maintain detailed records and documentation of the event for future reference. These records serve as invaluable resources to showcase your expertise and experiences in event management to prospective partners or stakeholders. By documenting your successes and achievements, you bolster confidence in your ability to deliver exceptional results.

20. Evaluation and Learning

After the event, conduct a debrief with your planning committee to discuss what went well and what could be improved upon for future events. This collaborative approach ensures alignment within your team and facilitates collective learning and growth. Embrace feedback as an opportunity for improvement and view challenges as valuable lessons to refine your planning strategies for upcoming events. Let each experience serve as a catalyst for elevating your event planning endeavours to new heights.


Remember that planning a corporate event can be complex, so it’s crucial to stay organised, communicate effectively and regularly with your team, and pay attention to the needs and preferences of your attendees and clients. Flexibility and adaptability are also key, as unforeseen challenges can arise during the planning and execution process. Davis Events Agency, with over 10+ years of end-to-end event management experience, understands the intricacies involved. If you need more information or support with how to plan a corporate event, contact us here or via social media.

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