CMO · Toolkit · Advanced · Saves 80+ hours
First-Party Event Planning Kit
Everything you need to plan and execute your own branded events.
What's included
- Event Strategy
- Event concept development
- Audience definition
- Content strategy
- Success metrics
- Planning Timeline
- 12-week countdown
- 6-week countdown
- 2-week countdown
- Week-of checklist
- Day-of runsheet
- Logistics
- Venue selection
- Vendor management
- AV requirements
- Catering guidelines
- Marketing
- Promotion timeline
- Registration optimization
- Speaker promotion
- Attendee communication
- Templates
- Event brief
- Run of show
- Speaker briefs
- Attendee surveys
Best used when
- Planning your own branded event
- Launching a user conference
- Hosting customer events
- Running regional roadshows
Why this is Gold
First-party events have a million details. This kit ensures nothing gets missed.
The template
Overview
EVENT STRATEGY
Event Brief Template
EVENT BRIEF
EVENT BASICS:
Event name: _______________
Date: _______________
Location: _______________
Expected attendance: _____
OBJECTIVES:
Primary goal: _______________
Secondary goals:
• _______________
• _______________
TARGET AUDIENCE:
☐ Prospects (% of attendees: ___%)
☐ Customers (% of attendees: ___%)
☐ Partners (% of attendees: ___%)
KEY MESSAGES:
Theme: _______________
Core message: _______________
SUCCESS METRICS:
• _______________: Target _____
• _______________: Target _____
• _______________: Target _____
BUDGET: $_____
PLANNING TIMELINE
12-Week Countdown
| Week | Focus Area | Key Tasks |
|---|---|---|
| 12 | Strategy | Finalize brief, confirm venue |
| 11 | Content | Lock agenda, confirm speakers |
| 10 | Content | Begin content development |
| 9 | Marketing | Launch registration |
| 8 | Marketing | Email campaign begins |
| 7 | Logistics | Confirm vendors, AV |
| 6 | Content | Speaker prep begins |
| 5 | Marketing | Social push, sales outreach |
| 4 | Logistics | Final logistics confirmation |
| 3 | Rehearsals | Content review, tech checks |
| 2 | Final prep | All hands rehearsal |
| 1 | Execution | Final confirmations, event! |
Day-Of Run Sheet
EVENT RUN SHEET
[TIME] | ACTIVITY | OWNER | NOTES
-------|----------|-------|------
6:00am | Setup begins | Ops | Venue opens
7:30am | Staff arrival | All | Final briefing
8:00am | Registration opens | Reg team |
8:30am | Welcome/networking | | Coffee service
9:00am | Opening keynote | Exec | 45 min
9:45am | Break | | 15 min
10:00am | Session 1 | Speaker | 45 min
...continue...
LOGISTICS
Venue Selection Checklist
VENUE EVALUATION
CAPACITY:
☐ Main room fits _____ attendees
☐ Breakout rooms: _____ needed
☐ Registration area adequate
☐ Networking space
TECHNICAL:
☐ WiFi capacity for attendees
☐ AV equipment available/included
☐ Power access sufficient
☐ Streaming capability (if needed)
LOGISTICS:
☐ Location accessible
☐ Parking/transit available
☐ Hotel nearby
☐ Catering in-house or approved
COST:
Room rental: $_____
AV: $_____
Catering per person: $_____
Total estimate: $_____
Vendor Checklist
| Vendor Type | Confirmed | Contact | Notes |
|---|---|---|---|
| Venue | ☐ | ||
| Catering | ☐ | ||
| AV | ☐ | ||
| Photographer | ☐ | ||
| Registration | ☐ |
MARKETING
Registration Optimization
REGISTRATION PAGE CHECKLIST
ABOVE THE FOLD:
☐ Event name and date
☐ Value proposition (why attend)
☐ Clear CTA button
CONTENT:
☐ Agenda/schedule
☐ Speaker highlights
☐ What you'll learn
☐ Who should attend
SOCIAL PROOF:
☐ Past event photos
☐ Testimonials
☐ Attendee logos
FORM:
☐ Essential fields only
☐ Mobile-optimized
☐ Confirmation email setup
Frequently asked questions
What is the First-Party Event Planning Kit?
Everything you need to plan and execute your own branded events.
Who is the First-Party Event Planning Kit for?
It is built for CMOs and their teams working on Event Marketing. The AI coach adapts it to your company, stage, and goals.
What's included in the First-Party Event Planning Kit?
2 working sections: Overview; Day-Of Run Sheet.
How long does the First-Party Event Planning Kit take to use?
It saves roughly 80+ hours versus building from scratch. Our AI coach can tailor the toolkit to your situation in minutes, then hand you a step-by-step plan.
Is the First-Party Event Planning Kit free?
Yes. You can read the full toolkit and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the First-Party Event Planning Kit?
The coach teaches you the framework, asks a few questions about your business, tailors the toolkit to you, and gives you measurable next steps to execute.