Regional congress checklist and planning timeline

A regional congress depends on many details arriving at the right time: speakers need a clear briefing, registrations must produce reliable catering numbers, and presentations need testing before guests arrive. Start with the date, programme and venue, then work through invitations, registration, catering, equipment and printed materials. This checklist keeps the work in sequence, including the small items that are often left until the last day, such as dietary information, name badges, cables and presentation backups.

The plan, step by step

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

Preparations

  • Set the date and program

    2 people

  • Reserve venue

  • Invite speakers

    2 people

  • Publish the program

  • Send invitations

    2 people

  • Open the registration form

  • Process registrations

    2 people

  • Collect dietary requirements

  • Ask about technical requirements

  • Collect speaker information

    2 people

  • Book catering

  • Reserve equipment

  • Design badges

  • Prepare program brochures

  • Create signage

  • Update participant list

    2 people

  • Collect presentations

  • Confirm catering numbers

  • Send speaker briefing

  • Print name badges

    2 people

  • Print the program booklets

    2 people

  • Check the shopping list

  • Do the shopping

    2 people

  • Collect materials

    2 people

  • Put presentations on USB

  • Open venue

    2 people

  • Check the Venue

    2 people

  • Set up the reception table

    2 people

  • Set up tables and chairs

    4 people

  • Set up the speaker podium

    2 people

  • Connect the projector

    2 people

  • Test microphones

    2 people

  • Test presentations

    2 people

  • Set up coffee station

    2 people

  • Set up the buffet

    3 people

  • Lay Out Badges and Brochures

    2 people

  • Hang up signage

    2 people

Event

  • Welcome speakers

    2 people

  • Register participants

    4 people

  • Hand out badges

    3 people

  • Serve coffee and tea

    3 people

  • Guide the opening

    2 people

  • Announce the speakers

  • Monitor time per session

  • Pass around the microphone

  • Provide technical support

    2 people

  • Set up coffee break

    3 people

  • Refill drinks

    2 people

  • Clear used dishes

    2 people

  • Serve lunch buffet

    4 people

  • Serve diet meals

    2 people

  • Refill buffet

    3 people

  • Clear away dishes

    3 people

  • Lead the evening session

    2 people

  • Facilitate Q&A

    2 people

  • Handle the closing

    2 people

  • Guide visitors to the exit

    2 people

Aftercare

  • Switch off the equipment

    2 people

  • Pack leftovers

    2 people

  • Clear tables and chairs

    4 people

  • Wash dishes

    3 people

  • Collect waste

    3 people

  • Clean the room

    3 people

  • Remove signage

    2 people

  • Inventory materials

    2 people

  • Lock up the venue

    2 people

  • Return equipment

  • Return furniture

    2 people

  • Store leftover materials

    2 people

  • Send a thank-you gift to participants

  • Follow up on presentations

What to bring

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

Furniture

  • Conference chairsqty 110
  • Tablesqty 14
  • Registration tablesqty 2
  • Speaker lectern
  • Buffet tablesqty 4
  • Coat racksqty 3

Tableware

  • Coffee cupsqty 120
  • Water glassesqty 120
  • Wine glassesqty 120
  • Dinner platesqty 120
  • Dessert platesqty 120
  • Forksqty 120
  • Knivesqty 120
  • Spoonsqty 120
  • Serving spoonsqty 12

Equipment

  • Projector
  • Projection screen
  • Laptop
  • Wireless microphonesqty 3
  • Microphone stand
  • Speakersqty 2
  • Mixer
  • HDMI cablesqty 3
  • Extension cordsqty 6
  • Power stripsqty 6
  • USB sticksqty 3
  • Presentation clickerqty 2
  • Power banksqty 4

Kitchen

  • Coffee machinesqty 3
  • Kettlesqty 2
  • Thermos flasksqty 8
  • Coolersqty 4
  • Serving traysqty 8
  • Serving plattersqty 12
  • Pliersqty 8
  • Cutting boardsqty 4
  • Chef’s knives and bread knivesqty 6
  • Aluminum foilqty 3

Decorations

  • Tableclothsqty 14
  • Name badgesqty 120
  • Badge holdersqty 120
  • Program boardsqty 6
  • Route arrowsqty 12
  • Flip chartsqty 3
  • Flip chart sheetsqty 3
  • Markersqty 12
  • Ballpoint pensqty 120
  • Notepadsqty 120
  • Wristbandsqty 120

Lighting

  • Standing lampsqty 4
  • LED light stringsqty 4

Cleaning

  • Waste binsqty 8
  • Hand soap dispensersqty 4
  • Towel dispensersqty 4
  • Cleaning bucketsqty 3
  • Mopsqty 3
  • Broom and dustpanqty 2
  • Microfiber clothsqty 12
  • Washing-up bowlsqty 2

Catering

  • Groceries

Tips

  • Set the date, programme and venue before opening registration. Allow at least 8–12 weeks for a regional congress so speakers, catering and equipment can be confirmed without rushing.
  • Open registration only after the programme and practical information are ready. Set a clear deadline for dietary requirements, ideally 10–14 days before the congress, so the caterer has usable numbers.
  • Ask every speaker for presentation files and technical requirements at least 7 days in advance. Put the final presentations on a USB stick and keep a second copy on the event laptop.
  • Check audiovisual equipment in the room before attendees arrive: test the projector, screen, microphones, speakers, mixer, HDMI cables, extension cords and power strips during a 30–60 minute run-through.
  • Prepare printed materials at least 2 days before the event. Compare the participant list with the name badges, programme booklets and signage, then keep spare badges and pens at the registration tables.

Frequently asked questions

How far in advance should I plan a regional congress?
Start planning 8–12 weeks before the congress. Use the first weeks for the date, programme, venue and speakers, then leave the final 2 weeks for registration numbers, catering, printing and technical checks.
When should regional congress invitations be sent?
Send the first invitations 6–8 weeks before the event, once the venue and core programme are confirmed. Send a reminder 10–14 days before registration closes or before the congress, depending on your response deadline.
When should I confirm catering numbers for a regional congress?
Confirm the final catering numbers 7–10 days before the congress. Base them on processed registrations and include collected dietary requirements, rather than estimating from the number of invitations sent.
What AV equipment should a regional congress checklist include?
Allow at least 30–60 minutes for an on-site test of the projector, projection screen, laptop, wireless microphones, speakers, mixer, HDMI cables, extension cords and power strips. Keep presentations on a USB stick as a backup.

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