Event planning guide

Onsite Event Operations: A Practical Checklist

A practical operational guide for managing events onsite, from setup through breakdown, with checklists and contingency plans.

Onsite Event Operations: A Practical Checklist

Event day reveals whether your planning was thorough or had gaps. Onsite operations require preparation, clear processes, and the ability to handle unexpected situations calmly. This guide provides a practical framework for event day success. For pre-event preparation, review our vendor evaluation guide and budget planning framework.

Pre-Event Site Preparation

Arrive early enough to address problems before attendees arrive. For most events, this means being onsite at least two hours before doors open, often more for complex productions. Use this time productively rather than waiting anxiously.

Conduct a thorough walkthrough of all event spaces. Verify that rooms are configured correctly. Test all AV equipment. Confirm signage placement. Check that catering knows service times. Catch problems while there is still time to fix them. Having solid vendor relationships makes this easier.

Brief your entire team on the day's plan. Everyone should know the schedule, their responsibilities, communication protocols, and escalation paths. Even experienced team members benefit from day-of reminders. For speaker logistics specifically, see our speaker management guide.

Establish your command center. This is where you and key team members will operate throughout the event. Ensure it has power, connectivity, supplies, and access to information you might need. Keep emergency contacts, venue contacts, and vendor contacts readily available.

Registration and Check-In Operations

Registration is often attendees' first physical interaction with your event. Staff registration adequately to prevent long lines during peak arrival times. Analyze your registration data to predict when most attendees will arrive. For registration system setup, see our registration best practices guide.

Test check-in technology before attendees arrive. Scan test badges. Verify name lookup works. Confirm printers produce readable badges. Have backup processes ready if technology fails.

Train registration staff on common scenarios: name not found, registration changes, badge reprints, and question routing. Provide clear scripts for handling each situation professionally.

Create express lanes for pre-registered attendees and separate handling for walk-ins, speaker check-in, and VIP arrivals. Different attendee types have different needs and different tolerance for waiting.

Session Management

Assign room monitors for important sessions. Their job is to ensure the room is ready, introduce speakers if needed, manage Q and A, and keep sessions on time. Our speaker management guide covers speaker logistics in detail.

Build buffer time between sessions. Attendees need time to transition between rooms. Speakers need time to connect laptops and test presentations. Back-to-back sessions without buffers create cascading delays.

Have contingency plans for speaker problems. What happens if a speaker is late? What if their presentation file is corrupted? What if they are ill and cannot present? Having backup content or alternative activities prevents awkward gaps.

Monitor session attendance for capacity issues. If a session is overflowing, can you open additional space or stream to an overflow room? If attendance is sparse, should you consolidate rooms? Real-time adjustments improve attendee experience.

Food and Beverage Management

Coordinate catering timing with your schedule. Breaks should have food ready when attendees arrive, not still being set up. Ensure adequate quantities based on your headcount, plus contingency for larger appetites.

Manage dietary restrictions carefully. Labeled food helps attendees with restrictions find appropriate options. Separate serving areas prevent cross-contamination for allergy concerns. Brief catering staff on what questions to expect.

Monitor consumption and adjust if needed. If food is running low, communicate with catering about replenishment. If attendance is lower than expected, discuss options for reducing waste.

Communication Protocols

Establish communication channels for your team. Radios work well for production teams in large venues. Group messaging apps work for smaller events or distributed teams. Define what information goes on which channel to avoid noise overwhelming important messages.

Create standard codes or shorthand for common situations. This speeds communication and avoids alarming attendees with detailed problem discussions on open channels.

Designate a single point of contact for external communications. Media, venue staff, and unexpected visitors should route through one person who can handle or escalate appropriately.

Problem Resolution Framework

Not all problems are equal. Establish a triage framework that helps team members prioritize. Safety issues always take precedence. Attendee-facing problems take priority over backstage issues. Problems affecting many people matter more than problems affecting individuals.

Empower team members to resolve problems at their level. Define what decisions they can make without escalation and what requires leadership approval. Faster resolution improves attendee experience.

Document significant problems and their resolutions. This creates institutional knowledge for future events and helps with post-event analysis. Include what happened, how it was resolved, and how it could be prevented. This feeds into your ROI measurement process.

Breakdown and Post-Event

Plan your breakdown sequence before the event ends. Know which vendors need to strike first, what needs to happen before attendees leave, and what can wait until everyone is gone.

Conduct a walkthrough before leaving the venue. Check for left items in session rooms, registration areas, and common spaces. Verify that all rented equipment is accounted for and returned properly.

Secure all event materials, especially attendee data. Badges, registration lists, and any printed materials with attendee information need proper handling. Do not leave sensitive materials behind.

Schedule a team debrief within a few days while memories are fresh. Capture what worked, what did not, and recommendations for next time. This feedback loop improves every subsequent event.

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