Event Planning Checklist

Use this checklist as a guide for organizing a typical event. For non-standard events, be sure to account for any special requirements that may not be listed here.

Download Event Planning Checklist (PDF)

  • Event Coordinator
    Identify one individual to oversee planning, funding (including co-sponsorship), and logistics through the Department of Event Management. This is typically a department coordinator or student organization leader.
  • Event Host
    Designate someone to attend the event in full, act as a point of contact, and ensure crowd management needs are met. Often a faculty member, administrator, or student organization member.

  • Submit a space reservation request at least three (3) weeks in advance for events with guest speakers, performers, or presenters.
  • All events are reviewed for safety and resource availability.
  • Student organizations must review plans with their faculty or staff advisor before submitting a request.

If your event features a live performance or expects 200+ attendees, contact Event Management before planning begins.

  • Develop a budget (use the Event Planning Budget Worksheet).
  • Discuss current rates with service providers.
  • Identify all funding sources and obtain associated FOPAL numbers.
    • Student organizations: Contact the Student Engagement Office.
    • Individual students may not schedule events without a sponsor.

  • Select your preferred date(s), keeping in mind your target audience and event goals.
  • Coordinate availability with guest speakers or performers.
  • Review the [Rensselaer Room Reservation Form] and check for conflicts with annual campus events.
  • Identify a suitable venue:
    • Consider room size, type, parking, technology, catering, etc.
    • If unsure, select a venue type (e.g., seminar room, auditorium) on the request form.
  • Submit your venue request online, including as many details as possible.
  • Wait for confirmation before finalizing any external arrangements.
  • Reserve any additional spaces needed for receptions, breakout rooms, or performers' green rooms.
  • Finalize contracts, travel, and lodging only after receiving confirmation.
    • Note: Students may not sign contracts on behalf of the college.
    • Consult the Controller's Office for contract and payment processes.

  • Contact the appropriate office to confirm visa requirements and tax implications.
  • Ensure all tax forms are completed and signed in advance.

  • Place your catering order at least 10 days in advance.
  • Direct questions to the designated catering contact.
  • Non-college caterers may be used only if pre-approved.

  • Visit the venue to assess layout and flow.
  • Review your Event Confirmation and compare your needs:
    • Tables (for catering, registration, panel discussions, etc.)
    • Microphones (handheld, wireless, podium, Q&A)
    • Chairs (including for guest speakers)
    • Podium, easels, whiteboards, linens, signage stands
    • Trash, recycling, compost bins
  • Facilities Services charges standard labor rates for deliveries and setups.
  • Request additional items at least two weeks in advance through Event Management.
  • Submit a layout sketch if needed (blank floor plans available).
  • It is the Event Host’s responsibility to confirm setup details. Event Management does not provide reminders.

  • Confirm AV/technology needs. The Event Confirmation will notify the Helpdesk, which will generate a support ticket.
  • Event Coordinators must follow up on the ticket and review technical needs with Media Services.
  • For performers, request a technical rider outlining their equipment requirements. Some services may be outsourced at the event’s expense.
  • To request video recording:
    • Submit a Recording Request via the Helpdesk.
    • Obtain a signed Consent & Release form from all participants.
  • For live streaming, review Media Services policies.
    • Note: Streaming incurs a fee for over 100 viewer hours.

  • Prepare event materials: press kit, photos, bios, etc.
  • Submit press releases to local media. Contact John Reidel in Communications and Marketing with questions.
  • For posters or programs, submit content and images at least 5 business days in advance.
  • Send and distribute invitations.
  • Submit your event to the Campus Calendar of Events.

If your event requires:

  • Special Event Staff
  • Traffic control
  • Parking arrangements
  • Gate access
  • Protest/safety considerations
    Include these details in your reservation request.

  • All events must comply with Rensselaer and NY State crowd management standards.
  • Preferably, Event Hosts should complete Crowd Manager Training (available via Percipio; valid for 3 years).
  • Additional support can be requested through the Student Employment Office.
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