Event Manager Onboarding Checklist

Event Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Event 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 Event Manager, you’re in the right place. We’ve put together a sample Event Manager onboarding checklist below and have created onboarding templates & resources to help.

Event Manager Onboarding Checklist

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

2. Familiarization with event management software: As an event manager, it is crucial to be well-versed in the event management software used by the company. This task involves providing training and guidance on how to navigate and utilize the software effectively. The IT department or a designated software trainer typically performs this task.

3. Introduction to event management team: The event manager should be introduced to their team members, including other event managers, coordinators, and support staff. This task helps foster collaboration, establish relationships, and understand each team member’s role. The team lead or supervisor typically performs this task.

4. Review of past events and projects: The new event manager should be provided with an overview of past events and projects executed by the company. This includes reviewing event reports, budgets, and post-event evaluations. This task helps the event manager understand the company’s event portfolio and learn from previous successes and challenges. The event management team or a designated senior event manager typically performs this task.

5. Familiarization with event planning processes: The event manager should be guided through the company’s event planning processes, including initial client meetings, budgeting, venue selection, vendor management, marketing, and logistics. This task ensures that the event manager understands the company’s standard operating procedures and can effectively plan and execute events. The event management team or a designated senior event manager typically performs this task.

6. Introduction to key stakeholders: The new event manager should be introduced to key stakeholders, such as clients, vendors, and partners. This task helps establish relationships and ensures effective communication channels are established. The event management team or a designated senior event manager typically performs this task.

7. Training on event safety and risk management: Event safety and risk management are crucial aspects of an event manager’s role. This task involves providing training on safety protocols, emergency procedures, and risk assessment. The company’s safety officer or a designated safety trainer typically performs this task.

8. Familiarization with event marketing strategies: The event manager should be provided with an overview of the company’s event marketing strategies, including social media campaigns, email marketing, and promotional materials. This task helps the event manager understand how to effectively market events and attract attendees. The marketing department or a designated marketing representative typically performs this task.

9. Introduction to event budgeting and financial management: The event manager should receive training on event budgeting, financial management, and expense tracking. This task ensures that the event manager can effectively manage event budgets, negotiate contracts, and track expenses. The finance department or a designated financial manager typically performs this task.

10. Shadowing experienced event managers: To gain practical experience and learn from seasoned professionals, the new event manager should have the opportunity to shadow experienced event managers during the planning and execution of events. This task provides hands-on learning and helps the new event manager understand the company’s event management processes. Experienced event managers or a designated mentor typically perform this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Event Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Event 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.