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Conference Planning Manager Onboarding Checklist
Contents
Conference Planning Manager Onboarding Process
Are you looking for help setting up a staff orientation process so that when your new Conference Planning Manager 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 Planning Manager, you’re in the right place. We’ve put together a sample Conference Planning Manager onboarding checklist below and have created onboarding templates & resources to help.
Conference Planning Manager Onboarding Checklist
1. Introduction to company culture and values: The Conference Planning Manager should be provided with an overview of the company’s culture and values, including its mission, vision, and core principles. This task is typically performed by the Human Resources department or a designated company representative.
2. Familiarization with company policies and procedures: The Conference Planning Manager should receive a comprehensive orientation on the company’s policies and procedures, including those related to event planning, budgeting, vendor management, and client communication. This task is usually conducted by the Human Resources department or a senior member of the events team.
3. Introduction to key team members: The Conference Planning Manager should be introduced to key team members, including colleagues from the events department, marketing, finance, and operations. This task is typically performed by the team lead or a designated team member.
4. Review of past events and ongoing projects: The Conference Planning Manager should be provided with an overview of past events and ongoing projects to familiarize themselves with the company’s event portfolio and ongoing commitments. This task is usually performed by the team lead or a designated team member.
5. Training on event management software and tools: The Conference Planning Manager should receive training on the event management software and tools used by the company, including registration systems, project management platforms, and communication tools. This task is typically performed by the IT department or a designated software trainer.
6. Understanding event budgeting and financial processes: The Conference Planning Manager should receive training on the company’s event budgeting and financial processes, including expense tracking, invoicing, and financial reporting. This task is usually conducted by the finance department or a designated finance team member.
7. Familiarization with venue selection and negotiation: The Conference Planning Manager should be provided with guidance on venue selection and negotiation processes, including understanding the company’s preferred venues, contract negotiation strategies, and site visit procedures. This task is typically performed by the team lead or a designated team member.
8. Introduction to event marketing and promotion: The Conference Planning Manager should receive an overview of the company’s event marketing and promotion strategies, including social media campaigns, email marketing, and content creation. This task is usually conducted by the marketing department or a designated marketing team member.
9. Review of event risk management and contingency planning: The Conference Planning Manager should be familiarized with the company’s event risk management and contingency planning processes, including emergency response protocols, insurance coverage, and crisis communication strategies. This task is typically performed by the team lead or a designated team member.
10. Shadowing experienced Conference Planning Managers: The new Conference Planning Manager should have the opportunity to shadow experienced colleagues to gain practical insights into the role, observe event planning processes, and learn from their expertise. This task is usually arranged by the team lead or a designated mentor within the company
Setting Up Your Employee Onboarding Process
From reading through the items in the example Conference Planning Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Conference Planning Manager 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.
