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Planning and workload tools

Check how ready your event plan is

The date is fixed, the committee feels busy, and nobody can say which planning decisions are still open.

Opens WhatsApp with a draft you can edit before sending. Nothing is sent automatically.

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The short answer

The diagnostic takes an evidence-based checklist and groups everything that is not yet confirmed by workstream: governance, programme, venue, budget, suppliers, registration and risk questions.

Any completion figure shows its denominator and what was excluded. An unknown critical item cannot produce an all-clear, and the result is a planning checklist, not a safety certificate.

How to answer

  • Yes means you can point to evidence: a written confirmation, signed minutes, a document. Note the evidence beside the answer.
  • No means the item is not done. Unknown means you cannot tell. A blank answer is treated as unresolved.
  • Not applicable removes an item from the count. Use it only when the item truly does not apply to your event.
  • Tick Critical for items where being wrong would stop the event or put people at risk.
  • Name an owner role for every unresolved item.

How the count works

The completion figure is items answered yes divided by all items except those marked not applicable. Unanswered and unknown items stay in the denominator, so uncertainty lowers the figure instead of hiding.

The result states the denominator and the number excluded next to the figure. A figure without those two numbers is not shown.

What the result leaves to others

Even when every item is answered yes, the result is a planning summary. Safety, legality, accessibility and crowd capacity are confirmed with the people responsible.

Those judgements belong to the venue, the authorities and qualified professionals. Use the risk workstream to list the questions you still need to put to them.

Using the unresolved list

Work from the critical items first, then the ones with no owner. Turn each into a dated decision in your decision log.

If many items are unknown at once, a planning brief is usually the missing document.

Worked example · Fictional example

A fictional association conference

Fictional organisation and answers, to show the grouping.

A fictional association answers six items. Two are yes, one is not applicable, and three are unresolved: an unknown budget ceiling, a venue booking that is not confirmed in writing, and an unanswered question about venue emergency arrangements. All three are critical.

The completion count reads 2 of 5, because the not applicable item is excluded and the unanswered item stays in. The unresolved table groups the three items under budget, venue and risk questions.

Use this yourself

Readiness checklist

List each decision or fact with its workstream, mark critical items, and record evidence for every yes.

WorkstreamDecision or fact to confirmCriticalAnswer (yes, no, unknown, not applicable)Owner roleEvidence
Governance and approvalsEvent date approved
Budget and financeBudget ceiling approved
Venue and logisticsBooking confirmed in writing
Suppliers and contractsKey supplier scope agreed
Risk, safety and accessibility questionsQuestions sent to the venue and authorities

Handle it in-house, or bring in help?

Your team can usually handle this when

  • The checklist is short and most answers are yes with evidence.
  • The committee can assign owners to the open items this week.

Outside planning help earns its fee when

  • Many critical items are unknown and nobody owns them.
  • Open items sit across several workstreams and need prioritising against a fixed date.
  • The committee wants a bounded outside review before committing more budget.

Want an outside review of what is still open?

A planning diagnostic is a bounded review of your event plan that ends in a prioritised action plan. It looks at the open decisions by workstream, flags what needs a specialist or the authorities, and orders the next steps. Safety and compliance stay with the competent parties. Send your completed checklist, including the unknown items. We reply with the level of support that fits and what the scope would cover.

Ask for supportOpens WhatsApp with a draft you can edit before sending. Nothing is sent automatically.Planning review →

Questions organisers ask

Can the result tell me the event is ready?

No. It lists unresolved items and a count with its denominator. It is a planning checklist, not a safety certificate.

Why do unknown items count against the total?

They stay in the denominator so that uncertainty is visible. Only not applicable items are excluded.

What if I mark yes without evidence?

The tool flags it. Add the document or written confirmation you rely on.

Related resources

Content record: Written by the EventConsultant team to our editorial rules. Sources are listed on pages that rely on them.