Preparation Checklist - 4 Weeks Prior to Event

Use the Preparation Checklist - 4 Weeks Prior to Event form to complete the following objectives:
  • Gather data such as financial reports, customer demand, staffing, and so on.
  • Provide lists of facility requirements and event supplies.
  • Verify that the event leaders are committed and available.
  • Identify similar projects or events in the area.


  • Focus on the following areas:
    • Gather data
    • Identify and reserve the facility
    • Invite participants
  • Gather company data, such as financials, quality reports, HR data, actual versus planned activity, and so on.
  • Gather external data, such as estimate of customer demand, warranty data, audits, customer feedback, and so on.
  • By the end of the week, inform key players and send invitations to all of the participants.


  1. Perform each task in the checklist.
  2. Record results, findings, and agreements as appropriate.
  3. Identify and reserve the facilities for the event and obtain necessary permission and approval.
  4. Send out detailed invitations to all team members.
  5. Add and act on items in the event specific checklist.
  6. Identify any uncompleted items.

For more information, go to Insert and fill out a form.

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