Marketing Conference Checklist: What to Arrange and When

A marketing conference depends on many small handoffs: the venue needs the final headcount, speakers need a clear briefing, and the AV setup must be tested before attendees arrive. Use this checklist to work from the date and program through registration, catering, presentations and room setup. It also helps you catch commonly missed details, such as dietary requirements, parking information, presentation backups and enough power for laptops and microphones.

The plan, step by step

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

Preparations

  • Reserve venue

  • Set the date and program

    2 people

  • Approach speakers

    2 people

  • Confirm speakers

  • Send invitations

    2 people

  • Open the registration form

  • Publish promotional campaign

    2 people

  • Process registrations

    2 people

  • Collect dietary requirements

  • Book catering

  • Reserve equipment

  • Send parking information

  • Publish the program online

  • Design name badges

  • Collect presentations

  • Check presentations

    2 people

  • Print handouts

    2 people

  • Update visitor list

  • Send speaker briefing

  • Share catering numbers

  • Do the shopping

    2 people

  • Bring materials to the venue

    3 people

  • Open venue

    2 people

  • Set up registration desk

    2 people

  • Set up tables

    3 people

  • Set up chairs

    3 people

  • Set up the stage

    3 people

  • Set up speaker room

    2 people

  • Hang up signage

    2 people

  • Lay out badges

    2 people

  • Lay out handouts

    2 people

  • Set up the coffee corner

    2 people

  • Chill drinks

    2 people

  • Prepare snacks

    3 people

  • Build the catering buffet

    3 people

  • Connect the projector

    2 people

  • Set up presentations

    2 people

  • Test microphones

    2 people

  • Test Wi-Fi and power

    2 people

  • Briefing for reception team

    2 people

Event

  • Welcome speakers

    2 people

  • Register visitors

    4 people

  • Serve welcome coffee

    3 people

  • Guide the opening presentation

    2 people

  • Announce the speakers

  • Present presentations

    2 people

  • Refill drinks

    2 people

  • Restock break snacks

    2 people

  • Collect questions from the audience

    2 people

  • Set up lunch buffet

    3 people

  • Serve dinner buffet

    4 people

  • Serve diet meals

    2 people

  • Collect tableware

    2 people

  • Support the evening program

    2 people

  • Facilitate the networking session

    3 people

  • Serve the last drinks

    3 people

  • Wave goodbye to visitors

    3 people

Aftercare

  • Switch off equipment

    2 people

  • Catering breakdown

    3 people

  • Collect waste

    3 people

  • Wash dishes

    3 people

  • Put furniture back

    3 people

  • Remove decorations

    2 people

  • Clean the venue

    3 people

  • Load materials

    3 people

  • Return rental items

    2 people

  • Store leftover stock

    2 people

  • Send thank-you message

  • Share photos and presentations

  • Check invoices

What to bring

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

Furniture

  • Conference chairsqty 110
  • Tablesqty 14
  • High tablesqty 10
  • Registration deskqty 2
  • Speaker chairsqty 6
  • Stage sectionsqty 4
  • Lectern
  • Coat racksqty 2

Equipment

  • Projectorqty 2
  • Projection screensqty 2
  • Presentation laptopsqty 2
  • Wireless microphonesqty 4
  • Microphone standsqty 2
  • Speakersqty 2
  • Mixer
  • Presentation clickersqty 2
  • Extension cordsqty 6
  • Power stripsqty 10
  • Usb sticksqty 6
  • Wi-Fi router
  • Laptop chargersqty 4

Tableware

  • Coffee cupsqty 120
  • Water glassesqty 120
  • Wine glassesqty 120
  • Dinner platesqty 120
  • Dessert platesqty 120
  • Dinner cutlery setsqty 120
  • Serving spoonsqty 12
  • Coffee spoonsqty 120
  • Serving traysqty 12
  • Water carafesqty 12

Kitchen

  • Coffee machinesqty 3
  • Kettlesqty 3
  • Thermos flasksqty 8
  • Coolersqty 6
  • Ice containersqty 4
  • Cutting boardsqty 4
  • Chef's knivesqty 4
  • Serving tongsqty 12
  • Serving bowlsqty 12
  • Thermometerqty 2

Decorations

  • Name card holdersqty 110
  • Congress badgesqty 110
  • Tableclothsqty 14
  • Stage backdrop
  • Signage boardsqty 10
  • Program bannersqty 4
  • Flower arrangementsqty 8
  • Pen holdersqty 12

Lighting

  • LED spotlightsqty 6
  • Mood lightingqty 4

Cleaning

  • Waste binsqty 10
  • Vacuum cleaner
  • Mopsqty 2
  • Bucketsqty 2
  • Dustpan and brushqty 3

Catering

  • Groceries

Tips

  • Set the date and program before approaching speakers, then confirm each speaker in writing. Send the speaker briefing and request final presentations early enough to check every file on the presentation laptop before the event.
  • Close registration numbers before sharing catering quantities. Collect dietary requirements during registration and give the caterer the confirmed headcount rather than estimating from invitation numbers.
  • Test the complete AV chain at the venue, not just the projector: presentation laptop, projection screens, wireless microphones, mixer, speakers, clickers, extension cords and power strips all need to work together.
  • Prepare the registration desk before doors open with the updated visitor list and printed name badges. Keep spare badges and a USB stick with the checked presentations at the desk or lectern.
  • Walk through the room setup at least 60 minutes before arrival. Check conference chairs, tables, stage sections, lectern, speaker chairs, coat racks, water glasses and clear routes to registration and seating.

Frequently asked questions

How far in advance should I start planning a marketing conference?
Start at least 12 weeks before the conference if you need a venue, multiple speakers and a registration campaign. Set the date and program first, then allow several weeks to confirm speakers, open registration and publish promotion.
When should I confirm catering numbers for a marketing conference?
Send the confirmed numbers and dietary requirements to the caterer 5 to 7 days before the event. Keep registration open only if the caterer can still adjust quantities without a last-minute shortage.
When should speakers submit their presentations?
Ask for final presentations at least 3 business days before the conference. Check every file on the event laptop, copy the approved versions to a USB stick and keep one backup available at the lectern.
How early should I set up the conference venue?
Open the venue at least 2 hours before attendees arrive, with the registration desk and room layout ready 60 minutes beforehand. Use the remaining time to test microphones, projection, Wi-Fi, power and presentation changes.

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