Event Planning for Better Team Engagement
Tasks & Phases Included in This Workflow
Phase 1: Initial Planning
1. Define Event Objectives
Clarify the purpose of the event (e.g., team building, training, celebrations, or networking) and align it with organizational goals.
2. Set a Budget
Establish a clear budget, including venue, catering, materials, and contingency funds.
3. Select Event Type and Format
Choose an appropriate format (in-person, virtual, hybrid) based on objectives and attendee preferences.
4. Create an Event Proposal
Draft an outline including objectives, format, budget, and proposed dates for approval.
Phase 2: Organizing Logistics
5. Form an Event Team
Assign roles such as logistics coordinator, marketing lead, and on-site manager within Mosaico to ensure clear responsibilities.
6. Book Venue and Services
Secure a venue, catering, AV equipment, and any required services. Use Mosaico to track bookings and vendor contacts.
7. Send Invitations
Use Mosaico's email and notification tools to create and send invitations. Include event details, RSVP options, and a calendar integration.
8. Develop a Detailed Timeline
Create a checklist in Mosaico for key milestones, deadlines, and tasks leading up to the event.
Phase 3: Marketing and Engagement
9. Promote the Event
Share event information via internal communication channels like newsletters, posters, or the company intranet.
10. Engage Participants
Create interactive elements like polls or quizzes in Mosaico to generate excitement and gather input for the event.
Phase 4: Execution and Monitoring
11. Coordinate On-the-Day Logistics
Ensure all equipment, materials, and teams are prepared. Assign real-time task updates in Mosaico.
12. Facilitate the Event
Monitor progress during the event, address issues promptly, and engage participants actively.
Phase 5: Post-Event Follow-Up
13. Collect Feedback
Use Mosaico to distribute surveys or polls to attendees and gather feedback on event success and areas for improvement.
14. Evaluate Success
Review feedback and key performance metrics, such as attendance and engagement, to assess the event’s success.
15. Document Learnings
Create a report in Mosaico summarizing outcomes, lessons learned, and recommendations for future events.