How to organise an expert meeting without last-minute problems

An expert meeting depends on a tight programme, reliable speakers and a smooth arrival process. Start by fixing the venue, date and meeting format, then work backwards from the event day. Give registration and dietary requirements a clear deadline, and confirm speakers before you publish the final programme. In the final week, focus on presentations, name badges, catering, route information and equipment checks. On the day itself, allow enough time to test every presentation and set up the reception desk before participants arrive.

The plan, step by step

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

Preparations

  • 1

    Send invitations

  • 2

    Process registrations

  • 3

    Collect dietary requirements

  • 4

    Reserve venue

  • 5

    Order catering

  • 6

    Confirm speakers

  • 7

    Finalize the program

    2 people

  • 8

    Collect presentations

  • 9

    Print participant list

  • 10

    Prepare name badges

  • 11

    Send route information

  • 12

    Send reminder

  • 13

    Do the shopping

    2 people

  • 14

    Chill drinks

    2 people

  • 15

    Check the venue

    2 people

  • 16

    Set up tables

    3 people

  • 17

    Set up chairs

    3 people

  • 18

    Set up registration desk

    2 people

  • 19

    Set up the presentation equipment

    2 people

  • 20

    Test presentations

    2 people

  • 21

    Set up coffee station

    2 people

  • 22

    Prepare snacks

    3 people

Event

  • 23

    Staff the reception desk

    2 people

  • 24

    Register participants

    2 people

  • 25

    Serve coffee and tea

    2 people

  • 26

    Support the program

  • 27

    Refill drinks

    2 people

  • 28

    Serve snacks

    3 people

  • 29

    Set up the dinner buffet

    3 people

  • 30

    Refill the dinner buffet

    2 people

  • 31

    Clear away dishes

    2 people

  • 32

    Assist with farewell and cloakroom

    2 people

Aftercare

  • 33

    Switch off equipment

    2 people

  • 34

    Collect waste

    2 people

  • 35

    Wash dishes

    3 people

  • 36

    Clean the room

    3 people

  • 37

    Put furniture back

    3 people

  • 38

    Check materials

    2 people

  • 39

    Return borrowed materials

    2 people

  • 40

    Send thank-you message

What to bring

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

Furniture

  • Chairsqty 45
  • Tablesqty 6
  • Reception table
  • Coat rackqty 2

Tableware

  • Dinner platesqty 45
  • Dessert platesqty 45
  • Coffee cupsqty 45
  • Water glassesqty 60
  • Wine glassesqty 50
  • Cutlery setsqty 50
  • Serving plattersqty 8
  • Serving spoonsqty 8

Equipment

  • Laptop
  • Projector
  • Projection screen
  • Wireless microphoneqty 2
  • Presentation clicker
  • HDMI adapter kit
  • Extension cordsqty 4
  • Power stripsqty 4
  • Coolersqty 3
  • Flip chartsqty 2
  • Flipchart padsqty 4
  • Whiteboardsqty 2
  • Whiteboard erasersqty 2

Kitchen

  • Coffee makerqty 2
  • Kettlesqty 2
  • Thermos flasksqty 4
  • Serving traysqty 6
  • Bread knivesqty 3
  • Cutting boardsqty 3
  • Kitchen knivesqty 3

Decorations

  • Name badge holdersqty 45
  • Name badgesqty 45
  • Tableclothsqty 6
  • Direction signsqty 6

Cleaning

  • Waste binsqty 4
  • Dustpan and brushqty 2
  • Bucketsqty 2

Catering

  • Groceries

Tips

  • Set the registration deadline at least 10 days before the meeting. This gives you time to collect dietary requirements, print the participant list and prepare name badges without chasing people on the final day.
  • Confirm each speaker’s attendance and presentation at least one week in advance. Ask for the final files early enough to test them on the laptop, projector, HDMI adapter and presentation clicker.
  • Send route information with the reminder 2–3 days before the meeting. Include the arrival time and explain where participants register, especially if the venue has more than one entrance.
  • Plan catering from the registration numbers, not from the room capacity. Check the dietary requirements before ordering, then arrange coffee, tea, water and snacks so the coffee station can be opened immediately.
  • Arrive at least 90 minutes before the first participant. Use that time to check the room, arrange tables and chairs, connect extension cords and power strips, test the microphone and presentations, and prepare the reception desk.

Frequently asked questions

How far in advance should you organise an expert meeting?
Start planning 6–8 weeks ahead if speakers, catering and a venue are involved. Set the registration deadline about 10 days before the meeting and lock the programme at least 7 days in advance.
When should I confirm speakers for an expert meeting?
Confirm speakers when the date and venue are fixed, preferably 4–6 weeks before the meeting. Request their final presentation files no later than 7 days before the event so you can test them.
How much time do you need to set up an expert meeting?
Allow at least 90 minutes for setup. A meeting with several speakers, presentation equipment, a coffee station and a registration desk can require closer to 2 hours, especially if the room layout is not familiar.
When should I send the reminder for an expert meeting?
Send the reminder 2–3 days before the meeting. Include the route, arrival time and any practical registration information, and use the final participant list to check that no late changes have been missed.

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