Events Manager Onboarding Checklist

Events Manager Onboarding Process

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

Events Manager Onboarding Checklist

1. Introduction to company culture and values: The events 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 HR department or a senior manager who can explain the company’s ethos and how it aligns with the events manager’s role.

2. Familiarization with company policies and procedures: The events manager should receive a comprehensive overview of the company’s policies and procedures, including those related to event planning, budgeting, vendor management, and health and safety. This task is usually performed by the HR department or a designated manager who can provide the necessary documentation and answer any questions.

3. Introduction to key stakeholders: The events manager should be introduced to key stakeholders within the company, such as department heads, senior managers, and colleagues from related teams like marketing or sales. This task can be performed by the HR department or a designated manager who can facilitate introductions and provide an overview of each stakeholder’s role and responsibilities.

4. Review of previous events and projects: The events manager should be given the opportunity to review past events and projects executed by the company. This can help them understand the company’s event management style, identify areas for improvement, and gain insights into successful strategies. The task can be performed by a senior events manager or a designated team member who can provide access to relevant event documentation and share their experiences.

5. Training on event management software and tools: The events manager should receive training on any event management software or tools used by the company. This can include event planning software, project management tools, budgeting software, or customer relationship management (CRM) systems. The training can be conducted by the IT department or a designated team member who is proficient in using these tools.

6. Familiarization with event venues and suppliers: The events manager should be introduced to the company’s preferred event venues and suppliers. This can include visiting event spaces, meeting with venue managers, and establishing relationships with suppliers such as caterers, decorators, and audiovisual providers. This task can be performed by a senior events manager or a designated team member who can provide guidance and facilitate introductions.

7. Review of event contracts and legal considerations: The events manager should receive a thorough review of event contracts and legal considerations relevant to their role. This can include understanding liability issues, insurance requirements, and contract negotiation strategies. The task can be performed by the legal department or a designated manager who can provide guidance and answer any legal questions.

8. Introduction to event marketing and promotion strategies: The events manager should be familiarized with the company’s event marketing and promotion strategies. This can include understanding the target audience, branding guidelines, social media campaigns, and other marketing initiatives. The task can be performed by the marketing department or a designated team member who can provide insights and resources.

9. Budgeting and financial management training: The events manager should receive training on budgeting and financial management specific to event planning. This can include understanding cost estimation, expense tracking, revenue generation, and financial reporting. The training can be conducted by the finance department or a designated manager who can provide guidance and tools for effective financial management.

10. Shadowing experienced events managers: The events manager should have the opportunity to shadow experienced events managers within the company. This can provide valuable insights into the day-to-day responsibilities, decision-making processes, and best practices in event management. The task can be arranged by the HR department or a designated manager who can pair the new events manager with experienced mentors

Setting Up Your Employee Onboarding Process

From reading through the items in the example Events Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Events Manager up to speed and working well in your Hospitality 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.