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10 strategies and tactics for Event Planner

What is Event Planner strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Finding the right Event Planner strategy can seem daunting, particularly when you're focused on your daily workload. For this reason, we've compiled a selection of examples to fuel your inspiration.

Transfer these examples to your app of choice, or opt for Tability to help keep you on track.

How to write your own Event Planner strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Event Planner strategy examples

You will find in the next section many different Event Planner tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for organising a successful event

  • ⛳️ Strategy 1: Define the event objectives and audience

    • Identify the purpose of the event
    • Determine the target audience
    • Establish the key message or theme
    • Set measurable objectives
    • Conduct audience research
    • Consider audience preferences and expectations
    • List desired outcomes
    • Create a profile for potential attendees
    • Ensure alignment between objectives and audience needs
    • Review the objectives with key stakeholders

  • ⛳️ Strategy 2: Develop a detailed event plan

    • Select a suitable venue
    • Create a comprehensive timeline
    • Define a realistic budget
    • Plan logistics (transportation, accommodation)
    • Organise event programming
    • Delegate tasks to team members
    • Source and confirm suppliers
    • Prepare a marketing plan
    • Identify risks and contingency measures
    • Regularly review progress against the plan

  • ⛳️ Strategy 3: Execute the event with precision

    • Communicate the plan to all stakeholders
    • Conduct pre-event briefings with staff
    • Coordinate with vendors for seamless setup
    • Ensure high-quality audiovisual arrangements
    • Manage registration and attendee check-in
    • Facilitate smooth on-site operations
    • Execute the event schedule with flexibility
    • Engage attendees through interactive activities
    • Monitor real-time feedback and adapt as needed
    • Host a post-event review and debriefing session
event-planningaudience-engagementevent-plannerlogistics-coordinatormarketing-teamlogistics-team
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Strategies and tactics for implementing a fundraising and event strategy

  • ⛳️ Strategy 1: Develop a comprehensive fundraising calendar

    • Research potential fundraising events best suited for your audience
    • Set timeframes for each fundraising activity throughout the year
    • Coordinate with stakeholders to align on event dates
    • Include diversifying fundraising events to reach different audience segments
    • Create a plan for pre-event, event, and post-event communications
    • Estimate projected revenue for each event
    • Determine necessary resources and budget for event execution
    • Assign responsibilities to team members for each event
    • Set attendance and fundraising goals for each activity
    • Evaluate outcomes after each event to improve future planning

  • ⛳️ Strategy 2: Identify and engage key sponsors and partners

    • Create a target list of potential sponsors and partners
    • Research the values and interests of each potential partner
    • Develop a sponsorship package with various levels of participation
    • Reach out with a customised pitch that aligns with their interests
    • Leverage existing relationships for introductions and support
    • Negotiate mutual benefits, including brand visibility and networking opportunities
    • Secure sponsorship commitments and formal agreements
    • Maintain open communication and regular updates with sponsors
    • Recognise and thank sponsors publicly in communications and at events
    • Discuss ongoing partnership possibilities post-events

  • ⛳️ Strategy 3: Maximise attendee engagement and participation

    • Utilise social media and digital marketing to promote events
    • Implement early bird registration incentives to boost attendance
    • Create engaging content such as speaker sessions or entertainment for events
    • Encourage participant interaction through interactive activities or competitions
    • Develop a seamless check-in process for events
    • Send reminders and updates to registered attendees leading up to the event
    • Provide networking opportunities during events for participants
    • Offer personalised experiences such as VIP packages or exclusive access
    • Collect real-time feedback to improve attendee experience
    • Follow up with participants post-event with thank you messages and future event information
fundraisingengagementevent-plannerrelationship-managermarketing-teamsponsorship-team
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Strategies and tactics for generating business for event company

  • ⛳️ Strategy 1: Expand marketing channels

    • Research and identify the most active social media platforms for event promotions
    • Create and schedule regular posts highlighting past events and client testimonials
    • Design and execute targeted Facebook and Instagram ad campaigns
    • Collaborate with local influencers to share your event services
    • Develop informative blog content around event planning and industry trends
    • Optimise website for search engines using relevant keywords
    • Create a monthly email newsletter with updates and special offers
    • Host free webinar series on event planning tips and tricks
    • Utilise LinkedIn for business networking and showcasing corporate events
    • Encourage satisfied clients to leave reviews on Google and Yelp

  • ⛳️ Strategy 2: Enhance client experience

    • Develop customised event packages tailored to different client needs
    • Offer free initial consultations to understand client requirements
    • Implement a customer feedback system to gather insights and improve services
    • Create a loyalty programme for repeat clients with discounts or special offers
    • Train staff in customer service excellence and responsiveness
    • Ensure timely follow-ups with clients post-event to gather testimonials
    • Introduce virtual event options to cater to broader audiences
    • Partner with local vendors to offer comprehensive event solutions
    • Use CRM software to manage client relationships and track preferences
    • Host a client appreciation event to showcase your services and express gratitude

  • ⛳️ Strategy 3: Broaden service offerings

    • Research emerging trends in the events industry to identify new service opportunities
    • Develop partnerships with caterers, photographers, and entertainers
    • Offer specialised packages for niche markets like weddings, corporate events, or trade shows
    • Introduce sustainable and eco-friendly event options to attract environmentally conscious clients
    • Create interactive activities or workshops to enhance attendee engagement
    • Explore opportunities to manage virtual or hybrid events
    • Expand inventory of event rentals including tech equipment, decor, and furniture
    • Build relationships with local venues to become a preferred planner
    • Offer event consultancy services for organisations planning in-house events
    • Continuously update training resources to ensure staff are equipped with the latest event management skills
marketing-channelsclient-experiencemarketing-managerevent-plannermarketing-teamclient-relations-team
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Strategies and tactics for hosting an international perfume event

  • ⛳️ Strategy 1: Highlight cultural fragrances

    • Research and identify popular fragrances from different cultures
    • Create informative materials to educate consumers on these cultural fragrances
    • Feature each culture's fragrance in a dedicated section at the event
    • Collaborate with influencers from various cultures to promote the event
    • Design event spaces to reflect the aesthetics of the featured cultures
    • Prepare fragrance samples from each culture to give away
    • Host live demonstrations on how these fragrances are traditionally used
    • Incorporate traditional music and performances to enhance the cultural theme
    • Develop social media content showcasing the featured cultural fragrances
    • Gather feedback from attendees on their favourite cultural fragrances

  • ⛳️ Strategy 2: Invoke emotions through storytelling

    • Create a central story that ties all the perfumes together
    • Develop visual elements like posters and videos that narrate the story
    • Design interactive stations where consumers can learn about the story behind each fragrance
    • Partner with storytellers or actors to bring the story to life during the event
    • Use social media platforms to share segments of the story leading up to the event
    • Offer themed merchandise that aligns with the story
    • Include the story in the event’s marketing materials and invitations
    • Create a digital booklet that attendees can download to read more about the story
    • Encourage consumers to share their own perfume-related stories on social media
    • Track engagement and gather consumer feedback on the story during and after the event

  • ⛳️ Strategy 3: Celebrate the senses

    • Develop a multisensory experience that includes sight, sound, taste, and touch alongside scent
    • Arrange for food and drinks that complement the fragrances
    • Use ambient music and lighting to set the mood for different fragrance zones
    • Create tactile displays that allow consumers to feel the ingredients used in the perfumes
    • Install visual displays that illustrate the creation process of perfumes
    • Organise scent workshops where attendees can create their own fragrances
    • Hire sensory experts to guide attendees through the multisensory experience
    • Produce video content that showcases the multisensory experience to share online
    • Provide attendees with a sensory kit to take home as a memento
    • Gather feedback to see how the multisensory aspects influenced the consumer’s experience
cultural-fragrancesstorytellingevent-plannermarketing-specialistmarketingcultural-research
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Strategies and tactics for increasing Fundraising Efforts for ISRV

  • ⛳️ Strategy 1: Leverage online crowdfunding platforms

    • Research suitable crowdfunding platforms that align with ISRV's mission
    • Create a compelling story and fundraising message
    • Set a clear and achievable fundraising goal
    • Develop engaging multimedia content to support the campaign
    • Identify and segment the target audience for the campaign
    • Launch the campaign at a strategic time to maximise visibility
    • Regularly update supporters on the campaign's progress
    • Engage with donors and answer their queries promptly
    • Leverage social media to amplify the campaign's reach
    • Analyse the metrics and outcomes post-campaign for learning

  • ⛳️ Strategy 2: Build partnerships with corporations

    • Identify potential corporate partners whose values align with ISRV
    • Develop a partnership proposal highlighting mutual benefits
    • Research and compile a list of corporate social responsibility contacts
    • Schedule meetings and present partnership opportunities
    • Offer corporates tailored sponsorship packages
    • Create a corporate partners recognition programme
    • Foster long-term relationships through regular communication
    • Organise partnership events to showcase mutual impact
    • Encourage employee engagement from partner corporations
    • Evaluate partnership outcomes and seek feedback

  • ⛳️ Strategy 3: Organise fundraising events

    • Decide on the type of event that best suits the target audience
    • Set a realistic timeline and budget for the event
    • Secure a suitable venue and all necessary permits
    • Recruit and train volunteers for event support
    • Develop promotional materials to advertise the event
    • Sell tickets and track RSVPs effectively
    • Engage with local media to increase publicity
    • Ensure smooth logistics and problem-solving during the event
    • Thank attendees and donors post-event promptly
    • Conduct a post-event analysis to measure success and improvement areas
fundraisingpartnershipsfundraiserevent-plannermarketing-teamoutreach-team
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Strategies and tactics for implementing fundraising activities for a professional association

  • ⛳️ Strategy 1: Organise an annual fundraising gala

    • Secure a venue and date for the gala event
    • Develop a detailed budget and set a fundraising target
    • Create a list of potential sponsors and donors
    • Design and send invitations to association members and guests
    • Arrange for guest speakers and entertainment
    • Organise a silent auction with donated items
    • Promote the event through social media and newsletters
    • Arrange for catering and event staff
    • Sell tickets online and track sales
    • Follow up with sponsors and donors after the event to express gratitude and share results

  • ⛳️ Strategy 2: Launch an online crowdfunding campaign

    • Select a crowdfunding platform suitable for the association's needs
    • Set a realistic fundraising goal and timeline for the campaign
    • Craft a compelling story and messaging about the association's objectives and impact
    • Create engaging visuals and videos to support the campaign
    • Identify and reach out to initial funders to seed the campaign
    • Develop an email campaign to share the crowdfunding link with members and networks
    • Leverage social media to spread awareness and encourage sharing
    • Host a virtual event or webinar to engage potential donors
    • Provide regular updates on the campaign's progress
    • Thank all contributors and share the results of the campaign

  • ⛳️ Strategy 3: Develop membership tiers with added benefits

    • Research and define different membership tiers with varying benefits
    • Align membership benefits with the association's objectives
    • Create marketing materials to outline the membership tiers and their advantages
    • Update the association's website to include information on the new membership tiers
    • Organise informational sessions to introduce the new membership structure
    • Reach out to current members to encourage upgrading their memberships
    • Engage with lapsed members through targeted outreach
    • Utilise social media and newsletters to attract new members
    • Regularly evaluate and adjust the benefits based on member feedback
    • Track membership growth and revenue impact
fundraisingengagementevent-plannermarketing-specialistmarketing-teammembership-team
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Strategies and tactics for creating Meaningful Interactions and Promotional Opportunities

  • ⛳️ Strategy 1: Host Collaborative Events

    • Identify key partners and stakeholders for collaborative events
    • Develop a calendar of events throughout the year
    • Create experiential and interactive activities for events
    • Integrate informative sessions about mission goals within events
    • Distribute promotional materials at all events
    • Highlight collaboration stories from events in newsletters
    • Gather attendee feedback to improve future events
    • Leverage social media to promote and recap events
    • Utilise events to recognise and appreciate donors
    • Feature event highlights in donor communications

  • ⛳️ Strategy 2: Leverage Digital Platforms

    • Create digital campaigns that highlight collaboration successes
    • Develop informational webinars for families and donors
    • Utilise social media for live Q&A sessions about your mission
    • Share testimonials from stakeholders on your website
    • Regularly update your blog with collaboration highlights
    • Create an online resource hub for donors and families
    • Host virtual open houses to introduce staff and mission
    • Implement an email series about mission impact stories
    • Create visually engaging infographics for social media
    • Launch a podcast series featuring key stakeholders

  • ⛳️ Strategy 3: Strengthen Community Partnerships

    • Identify organisations with aligned missions
    • Schedule regular partnership meetings to discuss joint initiatives
    • Develop joint marketing materials to highlight partnerships
    • Collaborate on community service projects
    • Create co-branded merchandise with partners
    • Host joint fundraising events to engage wider audiences
    • Share partnership stories on website and social media
    • Collect and act on feedback from partners
    • Develop case studies of successful partnerships
    • Incorporate partner testimonials into promotional materials
collaborationengagementevent-plannerdigital-marketercommunity-outreachdigital-content
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Strategies and tactics for developing a comprehensive communication and branding strategy for a family media forum

  • ⛳️ Strategy 1: Enhance pre-event communication

    • Identify the target audience and segment them based on demographics
    • Develop key messaging that resonates with each audience segment
    • Create a content calendar for social media, email, and blog communication
    • Collaborate with family influencers to amplify event visibility and engagement
    • Design visually appealing marketing collateral, such as posters and flyers
    • Establish media partnerships to broaden reach and dissemination of messages
    • Implement a digital advertising campaign using social media platforms
    • Organise a pre-event webinar or video series to generate buzz and anticipation
    • Utilise direct mail to personally invite key stakeholders and VIP guests
    • Monitor pre-event engagement metrics and adjust strategies accordingly

  • ⛳️ Strategy 2: Execute effective communication during the event

    • Set up live streaming channels to reach a wider audience unable to attend
    • Deploy an on-site social media team to engage participants in real-time
    • Implement an event app for attendees to access schedules and interact with speakers
    • Facilitate branded photo opportunities to encourage attendee sharing on social media
    • Use digital displays for live updates and showcasing branded content
    • Coordinate with media partners for live coverage and interviews
    • Provide press kits and facilitate media access to increase event visibility
    • Conduct interviews and collect testimonials from attendees and speakers
    • Ensure consistent brand messaging across all on-site collateral and merchandise
    • Gauge attendee satisfaction through real-time feedback tools and surveys

  • ⛳️ Strategy 3: Maximise post-event impact

    • Send personalised thank-you emails to participants with highlights and takeaways
    • Create a video montage summarising key moments and share it across platforms
    • Publish a press release detailing event success stories and future plans
    • Share attendee testimonials and success stories on social media and the website
    • Host a post-event webinar to discuss themes and maintain audience engagement
    • Analyse post-event survey results to identify areas for improvement
    • Report on CSR activities related to the event to enhance brand reputation
    • Engage with followers who actively participated by addressing questions and comments
    • Plan a content series based on the event's topics to continue the conversation
    • Update internal stakeholders on event outcomes through detailed reports
communication-strategybrandingevent-plannermarketing-managersocial-media-teammedia-relations-team
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Strategies and tactics for seeking donations for the pound

  • ⛳️ Strategy 1: Organise a fundraising event

    • Identify a suitable venue and date for the event
    • Create a budget for the event expenses and set a fundraising goal
    • Brainstorm fun activities and secure entertainment that will attract attendees
    • Design promotional materials and social media campaigns to promote the event
    • Reach out to local businesses for sponsorships and partnerships
    • Secure volunteers to help with event setup, management, and teardown
    • Set up an online donation page linked with the event for those who cannot attend
    • Send out invitations to local community members, media, and influencers
    • Organise a raffle or auction with donated items to raise additional funds
    • Follow up with attendees after the event to thank them and share fundraising results

  • ⛳️ Strategy 2: Launch an online crowdfunding campaign

    • Choose a crowdfunding platform suited for fundraising for animals such as GoFundMe
    • Tell a compelling story about the shelter dogs and their needs
    • Set a specific fundraising target and timeline for contributions
    • Create engaging visuals and videos to support the campaign
    • Utilise social media channels to share the campaign widely
    • Send personalised messages to potential large donors and stakeholders
    • Offer incentives or rewards for different levels of donations
    • Update the campaign page regularly with progress and messages from the dogs
    • Engage local press or influencers to spread the word about the campaign
    • Thank donors publicly and privately to build a community of supporters

  • ⛳️ Strategy 3: Partner with local businesses

    • Identify local pet stores, vets, and businesses that support animal welfare
    • Create a partnership proposal that outlines mutual benefits
    • Arrange meetings with business owners to discuss collaboration opportunities
    • Propose a 'round-up' donation program at checkouts for customers
    • Suggest a percentage of sales donation day to support the shelter
    • Display donation boxes or QR codes in partner stores for easy donations
    • Organise co-hosted events or promotions benefiting the pound
    • Share success stories with the businesses to encourage ongoing support
    • Recognise and promote partners through the pound's communication channels
    • Regularly report back to partners on the impact of their contributions
fundraisingcommunity-engagementevent-plannersocial-media-managermarketing-teampartnership-team
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Strategies and tactics for creating a Hotel Food and Beverage Annual Strategic Plan

  • ⛳️ Strategy 1: Enhance customer experience across all outlets

    • Conduct a customer satisfaction survey to gather feedback on current offerings
    • Implement training programs for staff to improve service quality
    • Introduce seasonal menus at restaurants to keep offerings fresh and exciting
    • Develop signature cocktails for bars to attract new patrons
    • Redesign conference space layouts to maximize comfort and efficiency
    • Introduce customised packages for banqueting to cater to diverse client needs
    • Foster partnerships with local vendors for fresh produce and exclusive ingredients
    • Utilise social media to actively engage with customers and promote special events
    • Implement a loyalty program to reward repeat customers
    • Regularly monitor and evaluate customer feedback to identify areas for improvement

  • ⛳️ Strategy 2: Increase revenue through innovative offerings

    • Host themed nights at restaurants and bars to attract niche markets
    • Develop and promote unique catering packages for corporate events
    • Offer early bird booking incentives for conference and banqueting spaces
    • Introduce weekend brunches to draw in a broader audience
    • Utilise underutilised spaces for pop-up events or special occasions
    • Expand outside catering services to include private gatherings and community events
    • Partner with local businesses to host joint events in conference spaces
    • Create curated tasting events to showcase the talents of the culinary team
    • Launch a series of workshops or classes to encourage guest participation
    • Plan seasonal or holiday-specific events to boost foot traffic

  • ⛳️ Strategy 3: Improve operational efficiencies and cost management

    • Conduct a comprehensive audit of current operations and identify inefficiencies
    • Implement an inventory management system to reduce wastage
    • Negotiate better terms with suppliers to lower costs
    • Introduce energy-saving equipment and practices to reduce overheads
    • Streamline staffing schedules to optimise labour costs
    • Utilise data analytics to forecast demand and manage stock levels effectively
    • Set up a cross-training program to increase staff flexibility and coverage
    • Standardise processes across all outlets for consistency and efficiency
    • Monitor financial performance closely to identify trends and adjust strategies
    • Implement a continuous improvement program focused on operational excellence
customer-experiencerevenue-growthoperations-managerevent-plannerculinary-teammarketing-team
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How to track your Event Planner strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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