Fraternity & Sorority Event Planning Checklist - csusb 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the 'EVENT TITLE', 'DATE AND TIME', and 'LOCATION' at the top of the checklist. This sets the foundation for your event planning.
3. In the 'Description' section, outline your event's purpose and objectives. This helps clarify your goals as you proceed.
4. Move on to 'Scheduling'. Select a date and time, then schedule your venue. Make sure to estimate attendance and create an event layout considering necessary equipment like chairs, tables, and AV gear.
5. For 'Budgeting', review your budget with the treasurer. Establish a budget if needed, estimate expenses, and file any necessary funding requests well in advance.
6. In the 'Risk Management' section, ensure compliance with protocols by hiring security and applying for insurance. Plan transportation logistics if required.
7. Under 'Marketing', create a marketing plan detailing promotion strategies and timelines. Design promotional materials such as flyers and social media posts.
8. Finally, after the event, complete an itemized expense report and send thank-you notes to all involved parties to wrap up your planning process effectively.

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