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Conferences6 min readJune 2026

Conference Planning Checklist

Planning a conference involves hundreds of moving parts. This checklist keeps everything on track from first brief to post-event wrap-up.

6–12 Months Before

  • Define conference objectives, theme, and key messages
  • Set budget and identify funding sources or sponsors
  • Choose dates (avoid school holidays and competitor events)
  • Research and book venue — confirm capacity, AV, and catering
  • Begin speaker recruitment — keynotes and panel chairs first
  • Appoint event management team or agency
  • Set up registration platform and early-bird pricing

3–6 Months Before

  • Confirm full speaker line-up and session formats
  • Design agenda — balance keynotes, panels, workshops, and networking
  • Brief AV and production suppliers
  • Launch marketing campaign — email, social, PR
  • Confirm sponsorship packages and exhibitor bookings
  • Arrange accommodation blocks for speakers and delegates
  • Plan delegate materials — badges, programmes, apps

1–3 Months Before

  • Finalise catering — menus, dietary requirements, timings
  • Confirm all supplier contracts and delivery schedules
  • Brief speakers on format, timing, and AV requirements
  • Create run sheet with minute-by-minute timings
  • Plan signage, wayfinding, and branding
  • Arrange transport and parking for delegates
  • Conduct risk assessment and confirm insurance

1–2 Weeks Before

  • Send final delegate communications — logistics, agenda, FAQs
  • Confirm final numbers with venue and caterers
  • Conduct technical rehearsal with AV team
  • Brief all staff and volunteers on roles and timings
  • Prepare contingency plans for no-shows, tech failures, weather
  • Print materials and pack delegate bags

On the Day

  • Arrive early — minimum 2 hours before registration opens
  • Final AV and staging checks
  • Brief registration team and front-of-house staff
  • Monitor timings throughout — keep sessions on schedule
  • Capture photography and video content
  • Manage live social media and delegate engagement
  • Coordinate catering service and break timings

After the Event

  • Send thank-you emails to delegates, speakers, and sponsors
  • Distribute delegate survey within 48 hours
  • Share recordings, slides, and resources
  • Compile post-event report with data, feedback, and recommendations
  • Reconcile budget and settle supplier invoices
  • Debrief with team — capture learnings for next time

Need a Conference Partner?

We manage conferences of all sizes across the UK — from intimate leadership summits to 1,000+ delegate events. Let us handle the logistics so you can focus on content and connections.

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