Auction planning checklist: what to arrange and when

A successful auction depends on more than collecting items and finding an auctioneer. You need clear submission rules, numbered lots, reliable descriptions, a published catalogue and a payment process that works when several buyers are waiting. This checklist takes you from setting the date and venue through registration, room setup, bidding and refreshments. Use it to keep consignors, volunteers and bidders informed, and to catch the details that are often left until the final day.

The plan, step by step

Every task with its own sub-checklist, in the order you'll actually need them.

Preparations

  • Set auction date and location

    2 people

  • Draw up auction rules

    2 people

  • Book the auctioneer

  • Publish return conditions

  • Send invitations

    2 people

  • Open the registration form

  • Collect auction lots

    4 people

  • Register lots

    2 people

  • Number the lots

    2 people

  • Write Lot Descriptions

    2 people

  • Take parcel photos

    2 people

  • Publish online catalog

    2 people

  • Process registrations

    2 people

  • Collect dietary requirements

  • Make reservations

  • Assign volunteers

    2 people

  • Record the payment procedure

    2 people

  • Design lot cards

  • Print lot cards

    2 people

  • Prepare bid numbers

    2 people

  • Print the program

  • Check the shopping list

    2 people

  • Do the shopping

    3 people

  • Bring lots to the venue

    4 people

  • Chill drinks

    2 people

  • Set up the register and change

    2 people

Event

  • Open venue

    2 people

  • Set up the reception area

    3 people

  • Set up tables

    4 people

  • Set up chairs

    4 people

  • Display lots

    5 people

  • Place lot cards

    3 people

  • Set up auction table

    2 people

  • Test sound equipment

    2 people

  • Set up the registration table

    2 people

  • Prepare coffee and tea

    2 people

  • Set out snacks

    2 people

  • Brief volunteers

    2 people

  • Staff the registration table

    2 people

  • Welcome visitors

    3 people

  • Issue bid numbers

    2 people

  • Explain payment terms

  • Open the auction

  • Auction lots

    3 people

  • Register bids

    2 people

  • Mark sold lots

    2 people

  • Distribute lots to buyers

    3 people

  • Serve drinks

    2 people

  • Refill drinks

    2 people

  • Serve snacks

    2 people

  • Collect tableware

    2 people

  • Secure the cash register

    2 people

  • Register unsold lots

    2 people

  • Record outstanding payments

    2 people

  • Close the auction

  • Wave goodbye to visitors

    2 people

Aftercare

  • Safely package lots

    4 people

  • Clear tables and chairs

    4 people

  • Wash dishes

    2 people

  • Collect waste

    3 people

  • Clean the venue

    3 people

  • Close the register

    2 people

  • Chill leftovers

    2 people

  • Check doors and windows

    2 people

  • Send buyer payment reminder

  • Return unsold lots

    3 people

  • Record the proceeds

    2 people

  • Return borrowed materials

    2 people

  • Confirm buyer arrangements

  • Follow up on unclaimed lots

What to bring

Grouped the way you'd shop for it, with quantities.

Furniture

  • Tablesqty 12
  • Chairsqty 110
  • Stoolsqty 6
  • Clothes racksqty 4
  • Transport cartsqty 3
  • High tablesqty 6

Equipment

  • Laptopqty 2
  • Printer
  • Projector
  • Projection screen
  • Microphoneqty 2
  • Speakersqty 2
  • Extension cordsqty 6
  • Power stripsqty 6
  • Payment terminal
  • Cash register
  • Coolersqty 4
  • Flashlightsqty 4

Tableware

  • Platesqty 120
  • Coffee cupsqty 100
  • Glassesqty 120
  • Wine glassesqty 80
  • Knivesqty 120
  • Forksqty 120
  • Spoonsqty 120
  • Serving spoonsqty 8
  • Serving traysqty 8

Kitchen

  • Coffee machinesqty 2
  • Kettlesqty 2
  • Thermos flasksqty 6
  • Pitcherqty 4
  • Cutting boardsqty 4
  • Kitchen knivesqty 4
  • Serving plattersqty 10
  • Pliersqty 8
  • Coolersqty 4

Decorations

  • Tableclothsqty 14
  • Directional signsqty 8
  • Welcome sign
  • Number signsqty 110
  • Plot signsqty 120
  • Poster puttyqty 4
  • Presentation matsqty 12

Lighting

  • LED lampsqty 8
  • Mood lightingqty 4

Cleaning

  • Waste binsqty 8
  • Mopqty 2
  • Bucketsqty 2
  • Dustpan and brushqty 3
  • Microfiber clothsqty 12
  • Glovesqty 12

Catering

  • Groceries

Tips

  • Publish the submission rules before opening registration. State the deadline, accepted items, required information and how unsold lots will be handled, so you do not have to renegotiate terms with consignors later.
  • Give every lot one number and use that number on its description, photographs, catalogue entry and lot card. Check the sequence twice before printing; duplicate or missing numbers cause delays at the auction desk.
  • Test the complete payment setup at least 48 hours before doors open. Confirm the card terminal, cash point, receipt process and backup procedure, then make sure volunteers know where paid lots are released.
  • Create a timed room plan for receiving, displaying and collecting lots. Leave clear routes between tables, clothing racks or other displays, and keep transport carts available for moving sold items safely.
  • Pack event-day materials by function rather than by purchase date: registration, bidding, sales and refreshments. Put the microphone, speakers, laptop, projector, extension leads and power strips through a full test before the first guests arrive.

Frequently asked questions

How far in advance should I organise an auction?
Set the date and venue at least 8 to 12 weeks ahead. Open item submissions early enough to photograph, register and describe every lot before publishing the catalogue.
When should auction lots be numbered and photographed?
Number and photograph lots as soon as they are accepted, ideally no later than 2 weeks before the auction. This leaves time to correct descriptions and print lot cards and programmes.
How many volunteers do I need for an auction?
For a small auction, plan on at least 5 volunteers: registration, lot handling, auction support, payments and collection. Add one volunteer for roughly every 50 to 75 lots or for each separate collection area.
When should I test the auction equipment?
Test the microphone, speakers, laptop, projector, payment terminal and power connections 48 hours before the event, then repeat a short sound and payment check 60 minutes before opening.

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