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. 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.

  • All events are reviewed for safety and resource availability.

If your event features a live performance or expects 100+ attendees, contact OIE before planning begins.

  • Develop a budget
  • 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.
  • Submit your event to the relevant campus calendar
  • 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.

  • 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.
  • It is the Event Host’s responsibility to confirm setup details.

  • 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.

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 RPI and New York State Fire Code requirements for crowd management.
  • Crowd Manager training is required for all individuals who will serve as a crowd manager during campus events. Online Crowd Manager Training is available in the ‘optional tray’ of Percipio's compliance training section. 
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