Retail Congress planning checklist

A Retail Congress depends on many linked deadlines: the venue must fit the programme, speakers need clear technical instructions, and registration data must reach catering and badge printing on time. Start with the date, venue and schedule, then move through speakers, invitations, registration and production. In the final week, check presentations, deliveries, signage, furniture and equipment together rather than separately. This checklist gives you the full planning sequence, including details that are easy to leave until the last day.

The plan, step by step

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

Preparations

  • Set the conference date and venue

    2 people

  • Draw up the program and schedule

    2 people

  • Contact speakers and the host

    2 people

  • Confirm speakers final

    2 people

  • Send invitations

    2 people

  • Open the registration form

  • Process registrations

    2 people

  • Collect dietary requirements

  • Collect speaker information

  • Collect presentations

  • Check presentations technically

    2 people

  • Design name badges

  • Print name badges

  • Print program leaflets

  • Print signage

  • Book catering

    2 people

  • Coordinate the lunch menu

    2 people

  • Reserve technical equipment

    2 people

  • Reserve furniture

  • Send parking information

  • Send reminder to participants

  • Finalize the participant list

    2 people

  • Confirm deliveries

  • Do the shopping

    2 people

  • Chill drinks

    2 people

  • Prepare registration table

    2 people

  • Set out the room layout

    2 people

  • Set up tables

    3 people

  • Set up chairs

    3 people

  • Set up the stage and podium table

    3 people

  • Set up projector and screen

    2 people

  • Connect the microphones and speakers

    2 people

  • Connect the presentation laptop

  • Run a technical test

    2 people

  • Hang up signage

    2 people

  • Hang up decorations

    2 people

  • Set up coffee stations

    2 people

  • Set up lunch buffet

    3 people

  • Lay out registration materials

    2 people

Event

  • Welcome speakers

    2 people

  • Register participants

    4 people

  • Serve welcome coffee

    3 people

  • Lead opening speech

    2 people

  • Technically support presentations

    2 people

  • Manage microphones

  • Moderate the Q&A

    2 people

  • Serve coffee break

    4 people

  • Refill drinks

    2 people

  • Guide speakers

    2 people

  • Keep the break room tidy

    2 people

  • Set up the networking drinks reception

    3 people

  • Serve snacks

    4 people

  • Set up the dinner buffet

    4 people

  • Serve dinner buffet

    5 people

  • Collect tableware and glassware

    3 people

  • Support the evening program

    2 people

  • See off guests and manage departure

    3 people

Aftercare

  • Secure presentations and equipment

    2 people

  • Dismantle furniture

    4 people

  • Disconnect technical equipment

    2 people

  • Collect waste

    3 people

  • Wash dishes

    3 people

  • Clean the room

    3 people

  • Remove decorations

    2 people

  • Inventory materials

    2 people

  • Return rental items

    2 people

  • Store leftovers

    2 people

  • Send a thank-you gift to participants

  • Send speaker thank-you note

What to bring

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

Furniture

  • Conference chairsqty 120
  • Foldable tablesqty 16
  • Registration deskqty 2
  • Speaker table
  • Lectern
  • Stage sectionsqty 4
  • Coat racksqty 4
  • Waste binsqty 10

Tableware

  • Coffee cupsqty 120
  • Water glassesqty 150
  • Wine glassesqty 120
  • Platesqty 150
  • Dessert platesqty 120
  • Cutlery setsqty 150
  • Coffee spoonsqty 120
  • Serving utensilsqty 20

Equipment

  • Projectorqty 2
  • Projection screenqty 2
  • Presentation laptopsqty 2
  • Wireless microphonesqty 3
  • Microphone standsqty 2
  • Speakersqty 2
  • Mixer
  • HDMI cablesqty 4
  • HDMI adaptersqty 4
  • Extension cordsqty 8
  • Power stripsqty 8
  • Cable traysqty 12
  • Power banksqty 4

Decorations

  • Congress bannersqty 4
  • Table runnersqty 16
  • Flower arrangementsqty 8
  • Name badge holdersqty 120
  • Wristbandsqty 120
  • Directional arrowsqty 12
  • Adhesive stripsqty 4

Lighting

  • LED floor lampsqty 6
  • Mood lightingqty 4

Kitchen

  • Coffee machinesqty 4
  • Kettlesqty 3
  • Thermos flasksqty 10
  • Coolersqty 6
  • Serving plattersqty 20
  • Serving trays with lidsqty 10
  • Bread basketsqty 8
  • Pliersqty 12
  • Pitchersqty 12
  • Ice containersqty 4

Cleaning

  • Cleaning bucketsqty 4
  • Mopsqty 4
  • Broom and dustpanqty 3
  • Microfiber clothsqty 20
  • Toilet brushesqty 4

Catering

  • Groceries

Tips

  • Set the date and venue before confirming speakers or opening registration. Once the programme is stable, allow at least 6–8 weeks to invite attendees, collect speaker details and arrange production.
  • Close registration early enough to use the final participant list for catering, name badges and seating. A practical cut-off is 3–5 working days before the congress; after that, handle changes manually.
  • Ask speakers for presentations at least 5 working days before the event and run every file on the presentation laptop. Check fonts, videos, aspect ratio and HDMI adapters before the first session.
  • Treat technical setup as a timed rehearsal, not just a delivery. Test the projector, screen, microphones, mixer, speakers, power strips, extension cords and cable trays together before guests arrive.
  • Plan the final delivery and refreshment check for the day before. Confirm furniture, signage, printed programmes, badges, tableware and chilled drinks, then keep power banks and spare cables at the registration desk.

Frequently asked questions

How far in advance should I plan a Retail Congress?
Start the main planning at least 8–12 weeks before the event. Set the venue and programme first, then allow time for speaker confirmation, invitations, registration, catering and equipment reservations.
When should I send Retail Congress invitations?
Send the first invitations once the date, venue and core programme are confirmed, ideally 6–8 weeks in advance. Send a reminder 7–10 days before the congress with parking, arrival and schedule information.
When should I collect dietary requirements for a Retail Congress?
Collect dietary requirements through the registration form and close the main count 3–5 working days before the event. Send the final number to the caterer when you confirm the participant list.
How early should speakers submit their presentations?
Request final presentations at least 5 working days before the congress and complete the technical check no later than the day before. Keep the approved files on the presentation laptops and bring the required HDMI adapters.

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