Trade Union Congress Planning Checklist

A trade union congress needs a clear sequence: secure the date and venue first, then build the programme, confirm speakers and open registration. In the final weeks, participant numbers, dietary requirements, presentations and printed materials become the main risks. Use this checklist to keep those details on schedule, from booking catering and technical support to preparing name badges, handouts and directions. It also helps you check the room setup and equipment before delegates arrive.

The plan, step by step

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

Preparations

  • Confirm conference date

  • Reserve venue

  • Book catering

  • Reserve technical support

  • Invite speakers

    2 people

  • Compile program

    2 people

  • Create a registration form

  • Send invitations

    2 people

  • Process registrations

    2 people

  • Collect dietary requirements

  • Collect speaker information

  • Request presentations

  • Check participant list

    2 people

  • Design name badges

  • Order conference badges

  • Prepare handouts

    2 people

  • Print the program

  • Send directions

  • Share catering numbers

  • Check the shopping list

    2 people

  • Do the shopping

    3 people

  • Collect materials

    3 people

  • Fill in name badges

    3 people

  • Check presentations

    2 people

  • Sort handouts

    2 people

  • Open venue

    2 people

  • Check the Venue

    2 people

  • Set up chairs

    4 people

  • Set up tables

    3 people

  • Set up registration desk

    2 people

  • Set up the stage table

    2 people

  • Connect the projector

    2 people

  • Set up the screen

    2 people

  • Test microphones

    2 people

  • Set up presentations

  • Check the lighting

  • Hang up signage

    2 people

  • Lay out name badges

    2 people

  • Lay out handouts

    2 people

  • Prepare coffee and tea

    3 people

  • Set up lunch buffet

    4 people

  • Chill drinks

    2 people

  • Brief the registration team

    2 people

  • Welcome speakers

    2 people

Event

  • Register participants

    4 people

  • Distribute program

    2 people

  • Take coats

    2 people

  • Lead the opening session

    2 people

  • Provide technical support for speakers

    2 people

  • Monitor the schedule

  • Collect questions from the audience

    2 people

  • Serve coffee break

    4 people

  • Refill drinks

    2 people

  • Collect trash during the break

    2 people

  • Serve lunch buffet

    5 people

  • Serve diet meals

    2 people

  • Restock the buffet

    3 people

  • Collect used dishes

    3 people

  • Lead the evening session

    2 people

  • Supervise voting with ballots

    3 people

  • Lead the closing speech

  • Restock drinks for drinks reception

    2 people

  • Serve snacks

    3 people

  • See guests out

    3 people

Aftercare

  • Collect materials

    4 people

  • Switch off equipment

    2 people

  • Wash dishes

    4 people

  • Sort waste

    3 people

  • Clear the hall

    5 people

  • Clean the room

    3 people

  • Put furniture back

    4 people

  • Return venue keys

  • Return rented equipment

    2 people

  • Store leftover catering

    2 people

  • Archive name badges

  • Archive participant list

  • Store photo and video material

  • Collect invoices and receipts

  • Send thank-you messages

What to bring

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

Furniture

  • Tablesqty 14
  • Chairsqty 110
  • Registration desk
  • Coat racksqty 4
  • Stoolsqty 6
  • Table linenqty 14
  • Stage table

Tableware

  • Coffee cupsqty 120
  • Water glassesqty 140
  • Wine glassesqty 120
  • Platesqty 120
  • Dessert platesqty 120
  • Forksqty 130
  • Knivesqty 130
  • Spoonsqty 130
  • Serving spoonsqty 16
  • Serving utensilsqty 12
  • Coffee potqty 6
  • Teapotsqty 4
  • Water jugsqty 12

Equipment

  • Projector
  • Projection screen
  • Laptop
  • Wireless microphonesqty 3
  • Microphone standsqty 2
  • Speakersqty 2
  • Mixer
  • Extension cordsqty 6
  • Power stripsqty 8
  • HDMI cablesqty 3
  • Presentation clickerqty 2
  • USB sticksqty 3
  • Charging cablesqty 6
  • Coolersqty 4
  • Food warmersqty 6
  • Coffee machinesqty 3
  • Kettlesqty 3
  • Lightingqty 6
  • Wall clocksqty 3

Decorations

  • Congress bannersqty 3
  • Directional signsqty 12
  • Table signsqty 14
  • Table décorqty 14
  • Speaker signsqty 8
  • Flagsqty 4
  • Flagpolesqty 4

Office

  • Name badgesqty 120
  • Lanyardsqty 120
  • Programsqty 120
  • Handoutsqty 120
  • Notepadsqty 120
  • Ballpoint pensqty 140
  • Ballotsqty 120
  • Ballot boxesqty 3
  • Flip chartqty 2
  • Flip chart paperqty 6
  • Markersqty 12
  • Tapeqty 6
  • Writing clipboardsqty 20

Kitchen

  • Cutting boardsqty 6
  • Chef's knivesqty 6
  • Bread knivesqty 3
  • Serving plattersqty 14
  • Serving trays with lidsqty 8
  • Bread basketsqty 8
  • Small bowlsqty 16
  • Pliersqty 10
  • Measuring cupsqty 3
  • Kitchen glovesqty 6
  • Aluminum foilqty 4
  • Cling filmqty 4
  • Storage binsqty 12

Cleaning

  • Waste binsqty 8
  • Trash bag holdersqty 4
  • Cleaning cart
  • Bucketsqty 4
  • Mopsqty 4
  • Broom setsqty 3
  • Dustpan and brushqty 3
  • Cleaning clothsqty 20
  • Dish brushesqty 4
  • Hand soap dispensersqty 6
  • Toilet brushesqty 4

Safety

  • Cable matsqty 8
  • Non-slip matsqty 6
  • Flashlightsqty 4

Catering

  • Groceries

Tips

  • Confirm the venue, catering and technical support before sending invitations. Your programme and registration form depend on knowing the room layout, available tables, chairs, registration desk and presentation equipment.
  • Request speaker details and presentations by a fixed deadline, ideally at least 7 days before the congress. This gives you time to check the programme, test files on the laptop and resolve missing slides or unsuitable formats.
  • Close or review registrations several days before the event and share the final catering numbers promptly. Count dietary requirements separately, then prepare the participant list and fill in name badges before registration opens.
  • Print the programme, directions and handouts no later than the day before the congress. Sort handouts in programme order and keep a small spare stack at the registration desk for late or replacement copies.
  • Test the projector, screen, laptop, microphones, speakers, mixer and HDMI cables before delegates arrive. Check every extension cord and power strip, and keep a simple backup plan for a presentation that will not display.

Frequently asked questions

How far in advance should I organise a trade union congress?
Start planning at least 8 to 12 weeks ahead. Book the venue, catering and technical support first, then allow several weeks for speaker confirmations, invitations and registrations.
When should I send invitations for a trade union congress?
Send invitations around 6 weeks before the congress, once the date, venue and initial programme are confirmed. Set a registration deadline 7 to 10 days before the event so catering numbers and dietary requirements can be finalised.
When should presentations be submitted for a trade union congress?
Ask speakers to submit presentations at least 7 days before the congress. Review every file and test it on the event laptop before printing the final programme or preparing the technical setup.
How many name badges and handouts should I prepare?
Prepare one badge and one core handout set per confirmed participant, plus about 5 to 10% extra for late registrations, damaged copies and speakers. Finalise the participant list before filling badges and sorting handouts.

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