• Jocelyn Davison

The Event Planning Process: What It Looks Like to Work With The Virtual Effect

People often ask me what it is like to plan client events. I understand the curiosity since event planning is a creative, fun, yet rigorous process! I am truly passionate about what I do, and I love sharing the process with my clients. As such, I want to give you a glimpse at what it is like to work with me. What is the process from the start to the finish line? How do I include my clients in the planning process? What are my values, goals, and strengths?


This event planning timeline simplifies my seven essential steps to help you create the event of your dreams:


1. Your Creative Vision

The Virtual Effect event planning starts when you contact me and we set up our first meeting call, or as I like to call it, our Discovery Call! I will be super excited to get to know you and your creative vision for your event. This means size, scale, purpose, and how I can best support you to curate a personalized experience. Right from the jump, I want to listen carefully to you and your brand, so that I can share in this creative vision that you have.


2. Needs Assessment

From your creative vision, I will assess your event needs and put together a proposal for your review. This proposal will easily outline for you how I will bring your vision to life, seamlessly and stress-free. This allows you to determine if The Virtual Effect is right for you. If you’re feeling good about things, we proceed to administration like contracts and deposits.



3. Kick-Off Meeting

Now that our partnership is confirmed, we have our Kick-Off Meeting. This is exactly what it sounds like: we kick things off! We nail down your goals, expectations, and necessities for the event so that I can begin converting your dream into reality. My role in this meeting is to listen to you, get excited with you, and help us both to narrow in on the essence of your event to build out a beautiful vision.



4. High-Level Planning

After you have approved the event concept and budget, I start my high-level planning. I research venues, caterers, rentals, decor, graphics, and licenses and permits. I plan how ticket sales will work, how we will manage the guest list, and tackle communications and schedules.


5. Logistics Planning

After high-level planning comes logistics planning. This means management of all the little bits and pieces, the details, the gears turning, that make up this comprehensive project, including vendors, speakers, entertainment, and photography.


6. Frequent Check-Ins with You

Throughout high-level and logistics planning, I will have frequent check-ins with you. I want you to sign off on pieces along the way, and I want to meet with you to discuss details like sponsorships and fundraising plans. I am all about connecting with my clients, building meaningful relationships, and truly understanding what you want, need, and didn’t know you need! Communication is so important to me because I’m dedicated to your interests and your organization. When I plan an event with you, I consider myself a representative of your business, meaning that I want to nail every detail and make your brand shine through this event.


7. Your Vision Comes to Life!

Finally, it’s go-time! The day of your event, I am making sure that everything comes together seamlessly, so that you can experience your event as a guest. My goal is to make this event stress-free for you, while I’m working behind the scenes to follow through on all the details and anticipate any mishaps before they happen. I love seeing your creative vision come to life, and I hope you do too!


So that’s it, from a high-level overview you have some insight on what it would look like to take on an event with me! If you have any questions please feel free to connect with me, I’d love to chat!


 

(780) 938-4029

Jocelyn@thevirtualeffect.com

© 2017 by The Virtual Effect

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