Conference And Event Organiser Onboarding Checklist

Conference And Event Organiser Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Conference And Event Organiser starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Events onboarding experience or just need an onboarding checklist for your new Conference And Event Organiser, you’re in the right place. We’ve put together a sample Conference And Event Organiser onboarding checklist below and have created onboarding templates & resources to help.

Conference And Event Organiser Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new conference and event organiser with an overview of the company’s culture, values, and mission. This helps them understand the company’s core principles and align their work accordingly. The HR department or a designated company representative typically performs this task.

2. Familiarization with company policies and procedures: The new hire needs to be acquainted with the company’s policies and procedures, including those related to event planning, budgeting, and client management. This task ensures that the conference and event organiser understands the guidelines they need to follow while executing their responsibilities. The HR department or a senior event organiser usually handles this task.

3. Introduction to the event planning team: The new conference and event organiser should be introduced to their colleagues and team members. This task helps them build relationships, understand team dynamics, and collaborate effectively. The team lead or a senior event organiser typically performs this task.

4. Review of past events and projects: The new hire should be provided with an overview of past events and projects the company has organized. This task helps them understand the company’s event portfolio, client base, and the types of events they typically handle. A senior event organiser or the team lead usually performs this task.

5. Training on event management software and tools: The conference and event organiser should receive training on the event management software and tools used by the company. This task ensures they can effectively utilize these tools to plan, organize, and execute events. The IT department or a designated software trainer typically performs this task.

6. Understanding event budgeting and financial management: The new hire should be trained on event budgeting and financial management processes. This task helps them understand how to create and manage event budgets, track expenses, and ensure financial accountability. The finance department or a senior event organiser usually handles this task.

7. Introduction to key clients and stakeholders: The new conference and event organiser should be introduced to key clients and stakeholders they will be working with. This task helps them establish relationships, understand client expectations, and ensure smooth communication. The sales or account management team typically performs this task.

8. Shadowing experienced event organisers: The new hire should have the opportunity to shadow experienced event organisers to gain practical insights into event planning and execution. This task allows them to observe and learn from experienced professionals, enhancing their skills and knowledge. Senior event organisers or the team lead usually facilitate this task.

9. Review of event contracts and legal considerations: The new conference and event organiser should receive training on reviewing event contracts and understanding legal considerations related to event planning. This task ensures they can identify potential legal risks and comply with relevant regulations. The legal department or a senior event organiser typically handles this task.

10. Introduction to event marketing and promotion strategies: The new hire should be familiarized with event marketing and promotion strategies employed by the company. This task helps them understand how to effectively market events, attract attendees, and maximize event visibility. The marketing department or a designated marketing specialist usually performs this task.

11. Training on event logistics and coordination: The conference and event organiser should receive training on event logistics and coordination, including venue selection, transportation, accommodation, and catering. This task ensures they can efficiently manage all logistical aspects of an event. A senior event organiser or the team lead typically handles this task.

12. Introduction to event technology and audiovisual equipment: The new hire should be introduced to event technology and audiovisual equipment commonly used in the industry. This task helps them understand how to leverage technology to enhance event experiences and troubleshoot technical issues. The IT department or a designated audiovisual specialist usually performs this task.

13. Review of event safety and emergency protocols: The new conference and event organiser should be trained on event safety and emergency protocols to ensure the well-being of attendees and staff. This task helps them understand how to handle emergencies, implement safety measures, and comply with health and safety regulations. The HR department or a designated safety officer typically handles this task.

14. Introduction to event evaluation and feedback processes: The new hire should be familiarized with event evaluation and feedback processes used by the company. This task helps them understand how to assess event success, gather attendee feedback, and make improvements for future events. The senior event organiser or the team lead usually performs this task.

15. Ongoing professional development opportunities: The new conference and event organiser should be informed about ongoing professional development opportunities, such as industry conferences, workshops, and certifications. This task ensures they can continuously enhance their skills and stay updated with industry trends. The HR department or a designated professional development coordinator typically handles this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Conference And Event Organiser checklist above, you’ll now have an idea of how you can apply best practices to getting your new Conference And Event Organiser up to speed and working well in your Events team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.