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Workshop Planning Checklist8/9/2026
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Color
WBS Number
Task name / TitleAssigned to
Planned start date
Planned end date
Deadline
Progress (%)
Duration (hours)
Estimated hours
Time log (minutes)
StatusPriority
Task description
Cost
Actual cost
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18 Weeks Before Program8/10/20268/23/202611800000
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1.1Open registration8/10/20268/14/202602400OpenMedium00
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1.2Make sure the information on registration form is consistent8/11/20268/15/202602400OpenMedium00
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1.3Initiate arrangements with caterer8/14/20268/16/202602400OpenMedium00
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1.4Design a PDF flyer8/14/20268/16/202602400OpenMedium00
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1.5Verify driving directions to be included in PR8/14/20268/16/202602400OpenMedium00
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1.6Send PR information to PR Coordinator8/16/20268/22/20260400000
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1.6.1release times8/16/20268/20/202602400OpenMedium00
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1.6.2
suggested text, including PDF flyer link
8/17/20268/21/202602400OpenMedium00
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1.6.3
Update social media with workshop details.
8/18/20268/22/202602400OpenMedium00
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1.7Confirm arrangements with presenter(s)8/20/20268/22/20261002400DoneMedium00
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1.8Request presenter photo and bio for PR8/20/20268/23/202603200OpenMedium00
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26 Weeks Before Program8/24/20269/3/20260560000
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2.1Promote weekly via PR Coordinator on relevant listservs and social media8/24/20268/28/202602400OpenMedium00
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2.2Request giveaways, folders, emergency kit8/27/20268/29/202602400OpenMedium00
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2.3Photocopy all registration checks8/28/20268/30/202602400OpenMedium00
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2.4Keep copies of all receipts, bills, and contracts.8/29/20268/31/202602400OpenMedium00
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2.5Make sure committee registers8/30/20269/3/202602400OpenMedium00
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34 Weeks Before Program9/4/20269/13/20260640000
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3.1Confirm arrangements with venue9/4/20269/10/20260400000
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3.1.1technology9/4/20269/6/202602400OpenMedium00
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3.1.2parking hours9/5/20269/7/202602400OpenMedium00
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3.1.3etc.9/6/20269/10/202602400OpenMedium00
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3.2Continue promotion, monitor registration.9/7/20269/11/202602400OpenMedium00
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3.3Develop evaluations9/10/20269/13/202603200OpenMedium00
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42 Weeks Before Program9/17/20269/25/20260560000
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4.1Continue promotion, monitor registration9/17/20269/19/202602400OpenMedium00
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4.2Confirm committee assignments9/18/20269/20/202602400OpenMedium00
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4.3Prepare print agenda, evaluation form, receipts, and other handouts.9/19/20269/21/202602400OpenMedium00
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4.4Purchase thank you gifts9/20/20269/24/202602400OpenMedium00
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4.5Make sure attendees have good directions9/21/20269/25/202602400OpenMedium00
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51 Week Before Program9/26/202610/2/20260400000
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5.1Give final count to caterer9/26/20269/27/202601600OpenMedium00
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5.2Finalize details with presenter(s)9/27/20269/28/202601600OpenMedium00
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5.3Purchase water, breakfast, and snack items9/28/202610/1/202601600OpenMedium00
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5.4Print nametags, signage, and list of names of registered attendees10/1/202610/2/202601600OpenMedium00
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5.5Assemble folders or information packets10/1/202610/2/20260160000
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5.5.1agenda10/1/202610/2/202601600OpenMedium00
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5.5.2evaluation form10/1/202610/2/202601600OpenMedium00
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5.5.3Wi-Fi password10/1/202610/2/202601600OpenMedium00
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5.5.4other handouts10/1/202610/2/202601600OpenMedium00
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5.6Print list of attendees for registration table checklist10/1/202610/2/202601600OpenMedium00
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6Day of Program10/3/202610/3/2026080000
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6.1Double-check technology and Wi-Fi10/3/202610/3/20260800OpenMedium00
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6.2Set up signage10/3/202610/3/20260800OpenMedium00
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6.3Set up registration table, folders, and giveaway table10/3/202610/3/20260800OpenMedium00
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6.4Make sure coffee service and morning catering is set up10/3/202610/3/20260800OpenMedium00
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6.5Check off attendees10/3/202610/3/20260800OpenMedium00
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6.6Introduce program, any housekeeping items, and introduce speaker10/3/202610/3/20260800OpenMedium00
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6.7Photograph throughout day for newsletter10/3/202610/3/20260800OpenMedium00
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6.8Encourage return of evaluations10/3/202610/3/20260800OpenMedium00
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6.9Distribute giveaways and any door prizes10/3/202610/3/20260800OpenMedium00
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6.10Distribute thank you gifts or checks to presenter(s)10/3/202610/3/20260800OpenMedium00
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7After Program10/4/202610/5/2026080000
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7.1Complete final Activity Budget Proposal and Expense Report10/4/202610/4/20260800OpenMedium00
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7.2Pay any outstanding expenses.10/4/202610/4/20260800OpenMedium00
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7.3Collect and analyze evaluations. Share with planning committee10/4/202610/5/20260800OpenMedium00
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7.4Send copy of evaluation to presenter(s)10/4/202610/4/20260800OpenMedium00
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7.5Send thank you note presenter(s)10/4/202610/4/20260800OpenMedium00
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7.6Include a summary of workshop10/4/202610/4/20260800OpenMedium00
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7.7Follow up on any potential new members10/4/202610/4/20260800OpenMedium00
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7.8Request PowerPoint slides or documents from presenter(s)10/4/202610/4/20260800OpenMedium00
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7.9If you used electronic evaluations, re-send link to participants and give a deadline.10/4/202610/4/20260800OpenMedium00
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