Event and conference planning start-up checklist 

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Becoming a successful professional event or conference planner requires specific skills. Arranging for food, entertainment and décor are essential, but there are other factors to consider. Find out how the Event and conference planning start-up checklist can help you.

For general information on business start-up, consult our Business start-up checklist.

  • Business start-up checklist

    When you're setting up your business, you need to ensure that all of your bases are covered. Consider the following steps as you navigate through the business start-up phase.

Knowing the event and conference planning industry

It's important to define the type of services you will provide. Do your business interests lie in celebration-style event planning, or do you prefer more corporate or educational events? Use these resources to help develop your knowledge base and increase your expertise.

Setting up your event and conference planning business

As an event or conference planner you will be coordinating every detail from beginning to end. Your clients will depend on you to have everything in place, on time and within budget. Check these resources to help set up your business.

  • Protecting your business

    Your company is your greatest investment. Discover safeguard options that will help keep your business secure.

  • Criminal record checks and security screening

    Find out how to obtain a criminal record check to protect your business and others, and to increase client confidence.

  • Finding and managing suppliers

    Find suppliers to fill the many needs of your business.

  • Pricing

    Know the factors that will help you determine the payment you will receive in exchange for your goods or services.

  • Operations planning

    There are steps you can take to increase productivity, improve quality, and effectively manage the day-to-day functions of your business.

  • Risk management

    Identify the risks your business may face and learn to set up an effective risk management program to maximize your chances of success.

Complying with event and conference planning regulations

Depending on the type of events you coordinate, you will find that regulations may vary federally, provincially, territorially, and municipally. How you market your event, provide music or supply food may require specific licences or regulations. Access the resources below to learn more.

Hiring and training your staff

Although you do not need specific training to be an event or conference planner, you may have an advantage over your competition if you have a degree or specialized certification. Use this information to create your training plan.

Additional Resources

Whether you are just starting out or are an experienced entrepreneur who's been in business for years, you can never be too informed when it comes to your business.

  • Contact the Canada Business Network

    The Canada Business Network has centres across the country that offer guidance, information and resources to help make your journey in business a success.

  • Business support organizations

    Seeking the advice of peers, professional business counsellors and coaches can help you transition from new business owner to experienced entrepreneur.

  • Starting a business

    Want to be your own boss? Find out how to start a business.

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