Heritage festival planning checklist

A heritage festival needs more than a programme and a few market stalls. You have to confirm the site, permissions, safety arrangements, suppliers and volunteer cover before you promote the event. Then come registrations, dietary information, printed materials and briefings for guides and workshop leaders. Use this checklist to keep the work in sequence, from the first date decision through to setting up reception, seating, tents and stalls on the day.

The plan, step by step

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

Preparations

  • Confirm date and location

    2 people

  • Record program items

    3 people

  • Check permits

  • Develop safety plan

    2 people

  • Reserve suppliers

  • Recruit volunteers

    2 people

  • Send invitations

    2 people

  • Publish the online event

  • Process registrations

    2 people

  • Collect dietary requirements

  • Design program leaflets

    2 people

  • Have program brochures printed

  • Prepare route maps

    2 people

  • Make name badges

    2 people

  • Print registration lists

  • Brief guides

    2 people

  • Brief workshop leaders

    2 people

  • Assign volunteers

    2 people

  • Confirm catering quantities

  • Check the shopping list

    2 people

  • Do the shopping

    3 people

  • Collect materials

    3 people

  • Set up tent and market stalls

    4 people

  • Set up tables and chairs

    4 people

  • Set up the reception desk

    2 people

  • Put up info boards

    2 people

  • Place route and safety signs

    2 people

  • Set up exhibition tables

    3 people

  • Set up exhibits safely

    3 people

  • Set up workshop tables

    3 people

  • Hang up decorations

    3 people

  • Test the lighting

    2 people

  • Test sound equipment

    2 people

  • Prepare coffee and tea

    2 people

  • Prepare snacks

    3 people

  • Chill drinks

    2 people

  • Prepare first aid supplies

  • Briefing for reception team

    3 people

  • Give volunteer briefing

    3 people

Event

  • Welcome visitors

    4 people

  • Check off registrations

    2 people

  • Hand out program brochures

    2 people

  • Guide the first tours

    3 people

  • Lead first workshops

    4 people

  • Explain the exhibition

    2 people

  • Serve coffee and tea

    3 people

  • Serve snacks

    3 people

  • Refill drinks

    2 people

  • Check toilets

    2 people

  • Collect waste

    2 people

  • Guide the second tours

    3 people

  • Supervise the second workshops

    4 people

  • Restock break snacks

    2 people

  • Announce evening program

  • Guide speakers

    2 people

  • Guide the performances

    3 people

  • Manage microphones

  • Operate lighting during the program

  • Serve evening drinks

    3 people

  • Supervise the final tour

    3 people

  • Guide visitors to the exit

    2 people

Aftercare

  • Collect lost and found items

    2 people

  • Pack exhibits safely

    3 people

  • Wash dishes

    3 people

  • Clean up catering

    3 people

  • Take down tables and chairs

    4 people

  • Remove decorations

    3 people

  • Take waste to the collection point

    2 people

  • Clean the venue

    4 people

  • Switch off equipment

    2 people

  • Inventory materials

    2 people

  • Return borrowed materials

    2 people

  • Store leftover catering

    2 people

  • Collect photo and video material

  • Send thank-you messages

    2 people

  • Archive participant information

What to bring

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

Furniture

  • Party tentsqty 2
  • Market stallsqty 6
  • Foldable tablesqty 16
  • Folding chairsqty 90
  • Bar stoolsqty 8
  • Tableclothsqty 16
  • Coat racksqty 3
  • Bollardsqty 12

Tableware

  • Reusable glassesqty 150
  • Coffee cupsqty 100
  • Platesqty 120
  • Cutlery setsqty 120
  • Serving plattersqty 12
  • Pouring jugsqty 10
  • Thermos flasksqty 8
  • Storage binsqty 12

Equipment

  • Wireless microphonesqty 3
  • Speakersqty 2
  • Mixer
  • Microphone standsqty 3
  • Extension cordsqty 8
  • Power stripsqty 8
  • Power banksqty 6
  • Laptopqty 2
  • Presentation screen

Lighting

  • LED lampsqty 12
  • String lightsqty 6
  • Flashlightsqty 6

Decorations

  • Buntingqty 8
  • Historical postersqty 20
  • Photo panelsqty 12
  • Information boardsqty 10
  • Directional signsqty 14
  • Chalkboardsqty 6
  • Table décorqty 16
  • Name badgesqty 120
  • Badge holdersqty 120

Kitchen

  • Coolersqty 6
  • Ice cube traysqty 4
  • Cutting boardsqty 4
  • Chef's knivesqty 4
  • Serving tongsqty 8
  • Serving spoonsqty 6
  • traysqty 8
  • Kettlesqty 4
  • Coffee machinesqty 2
  • Bottle openersqty 4
  • Washing-up tubsqty 4
  • Ice packsqty 24

Cleaning

  • Waste binsqty 10
  • Trash bagsqty 100
  • Broom setsqty 3
  • Dustpan and brushqty 4
  • Mopsqty 4
  • Bucketsqty 4
  • Cleaning glovesqty 12
  • Hand soap dispensersqty 6
  • Paper towelsqty 12
  • Toilet paperqty 48
  • Disinfectant wipesqty 8
  • Paper towelsqty 12
  • All-purpose cleanerqty 4
  • Dish soapqty 4

Catering

  • Groceries

Tips

  • Start with the date, location and programme before inviting anyone. Check permits and write the safety plan early, because changes to the site or activities can affect suppliers, volunteers and visitor information.
  • Set a registration deadline that gives you at least 7 days to process names and dietary requirements. Print registration lists, name badges, route maps and programme leaflets only after the final numbers and programme are confirmed.
  • Brief guides and workshop leaders with a written running order at least 3 days before the festival. Include arrival times, their assigned area, what to do if a session overruns and who to contact during the event.
  • Confirm catering quantities from registrations rather than rough estimates. Check the shopping list before buying, and keep serving platters, pouring jugs, thermos flasks and storage bins together so service does not stall.
  • Plan the site setup in zones: reception, seating, stalls, workshops and refreshments. Test the mixer, speakers, wireless microphones, presentation screen, extension cords and power strips before visitors arrive, and place LED lamps or flashlights where people may move after dark.

Frequently asked questions

How far in advance should I start planning a heritage festival?
Start at least 12 weeks before the festival. Use the first 2 weeks to confirm the date, location, programme, permits and safety plan, then allow time for suppliers, invitations and volunteer recruitment.
When should I send heritage festival invitations?
Send invitations and publish the online event 6 to 8 weeks before the festival. Keep registrations open for a defined period and close them at least 7 days before the event so you can confirm catering and print visitor materials.
How many volunteers do I need for a heritage festival?
Plan one named volunteer for each active role or area, plus at least 2 floating volunteers for breaks and unexpected problems. Assign reception, guides, workshops, stalls and setup duties before the final briefing.
When should I set up tents and market stalls?
Complete the main setup on the day before the festival when the site allows it, or start at least 3 hours before visitors arrive. Put out tables, chairs, reception materials and signage first, then test lighting and sound before opening.

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