Do you need a Convention Planner onboarding checklist but don’t where to start? Buy our expertly crafted chronological checklist – 40 items of best-practice action items from preboarding to first day to future reviews – in Word/Docs format and save yourself over 2 hours of research, writing, and formatting. Trusted by some of the world’s leading companies, this checklist is ready for instant download to ensure nothing gets missed & to streamline the onboarding of your Convention Planner in their new job.
Convention Planner Onboarding Checklist
Contents
Convention Planner Onboarding Process
Are you looking for help setting up a staff orientation process so that when your new Convention Planner 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 Event Planning onboarding experience or just need an onboarding checklist for your new Convention Planner, you’re in the right place. We’ve put together a sample Convention Planner onboarding checklist below and have created onboarding templates & resources to help.
Convention Planner Onboarding Checklist
1. Introduction to company culture and values: The convention planner 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 HR department or a designated company representative.
2. Familiarization with company policies and procedures: The convention planner 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 HR department or a senior event planner.
3. Introduction to key team members: The convention planner should be introduced to key team members, including colleagues from the event planning department, as well as individuals from other departments who may be involved in the planning process, such as marketing, finance, and logistics. This task is typically coordinated by the HR department or the convention planner’s direct supervisor.
4. Review of past events and projects: The convention planner should be provided with an overview of past events and projects executed by the company. This review will help them understand the company’s event planning style, client base, and the types of events they typically handle. The task is usually performed by a senior event planner or the convention planner’s direct supervisor.
5. Training on event planning software and tools: The convention planner should receive training on the event planning software and tools used by the company, such as project management software, event registration platforms, and budgeting tools. This training is typically conducted by the IT department or a designated software trainer.
6. Introduction to company’s preferred vendors and suppliers: The convention planner should be introduced to the company’s preferred vendors and suppliers, including caterers, audiovisual providers, decorators, and transportation services. This introduction will help them understand the company’s existing relationships and streamline the vendor selection process. The task is usually performed by a senior event planner or the convention planner’s direct supervisor.
7. Review of event planning templates and resources: The convention planner should be provided with access to event planning templates, checklists, and resources that the company has developed over time. These resources will assist them in efficiently planning and executing events. This task is typically coordinated by a senior event planner or the convention planner’s direct supervisor.
8. Shadowing experienced event planners: The convention planner should have the opportunity to shadow experienced event planners to gain practical insights into the company’s event planning process. This shadowing experience will help them understand the nuances of the job and learn from seasoned professionals. The task is usually arranged by the convention planner’s direct supervisor.
9. Introduction to event planning software and technology platforms: The convention planner should be introduced to any specific event planning software or technology platforms used by the company, such as event management software, virtual event platforms, or mobile event apps. This introduction will enable them to effectively utilize these tools in their day-to-day tasks. The task is typically performed by the IT department or a designated software trainer.
10. Review of company’s event planning policies and best practices: The convention planner should receive a thorough review of the company’s event planning policies and best practices. This review will ensure that they are aligned with the company’s standards and understand the expectations for successful event execution. The task is usually conducted by a senior event planner or the convention planner’s direct supervisor
Setting Up Your Employee Onboarding Process
From reading through the items in the example Convention Planner checklist above, you’ll now have an idea of how you can apply best practices to getting your new Convention Planner up to speed and working well in your Event Planning 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.
