Workshop Day checklist: what to arrange and when

A workshop day depends on more than a good programme. You need confirmed leaders, suitable rooms, clear participant information, working presentation equipment and materials ready for each session. Start with the schedule and venue, then handle registrations, dietary requirements and catering before moving on to printing and room setup. This checklist covers the work from the first planning decisions through opening the rooms, setting up registration and serving coffee.

The plan, step by step

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

Preparations

  • Set the workshop schedule

    2 people

  • Confirm the workshop leaders

    2 people

  • Reserve the venue and rooms

  • Send invitations

    2 people

  • Process registrations

  • Confirm registrations

  • Collect dietary requirements

  • Create the workshop schedule

    2 people

  • Send participant information

  • Order catering

  • Distribute materials per workshop

    2 people

  • Print worksheets

  • Prepare name badges

  • Test the equipment

    2 people

  • Do the shopping

    2 people

  • Chill drinks

    2 people

  • Prepare catering

    3 people

  • Open rooms

    2 people

  • Set up entrance and wayfinding signs

    2 people

  • Set up tables

    3 people

  • Set up chairs

    3 people

  • Prepare workshop materials

    4 people

  • Set up presentations

    2 people

  • Set up registration desk

    2 people

  • Set up coffee station

    2 people

  • Set out snacks

    2 people

  • Conduct a safety check

    2 people

Event

  • Welcome workshop leaders

    2 people

  • Register participants

    3 people

  • Hand out name badges

    2 people

  • Serve welcome drinks

    2 people

  • Welcome and explain the program

  • Guide participants to the rooms

    3 people

  • Lead the first workshop

    5 people

  • Distribute activities and materials

    3 people

  • Refill coffee and tea

    2 people

  • Serve break snacks

    2 people

  • Reset workspaces

    3 people

  • Lead the second workshop

    5 people

  • Restock Supplies

    3 people

  • Refill drinks

    2 people

  • Guide participants to dinner

    3 people

  • Set up the dinner buffet

    4 people

  • Serve dinner

    5 people

  • Serve diet meals

    2 people

  • Refill the buffet and drinks

    3 people

  • Collect used dishes

    2 people

  • Supervise the third workshop

    5 people

  • Present the results

    2 people

  • Hand out feedback forms

    2 people

  • Handle the closing

  • See participants off

    3 people

Aftercare

  • Pack up the remaining snacks

    2 people

  • Collect materials

    4 people

  • Sort waste

    3 people

  • Wash dishes

    3 people

  • Clear tables and chairs

    4 people

  • Switch off equipment

    2 people

  • Clean the rooms

    4 people

  • Check and clean the restrooms

    2 people

  • Remove decorations

    2 people

  • Return borrowed materials

    2 people

  • Register lost property

  • Send thank-you message

  • Archive photos and files

What to bring

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

Furniture

  • Tablesqty 12
  • Chairsqty 60
  • Buffet tablesqty 3
  • Registration desk
  • Stoolsqty 8

Tableware

  • Coffee cupsqty 60
  • Glassesqty 60
  • Dinner platesqty 60
  • Dessert platesqty 60
  • Forksqty 60
  • Knivesqty 60
  • Spoonsqty 60
  • Serving spoonsqty 8
  • Serving plattersqty 8

Kitchen

  • Coffee machinesqty 2
  • Kettlesqty 2
  • Thermos flasksqty 4
  • Coolersqty 4
  • Cutting boardsqty 3
  • Chef's knifeqty 3
  • Serving traysqty 6
  • Food warmersqty 3
  • Bread basketsqty 4

Equipment

  • Projectorqty 2
  • Projection screensqty 2
  • Laptopsqty 3
  • HDMI cablesqty 3
  • Power stripsqty 8
  • Extension cordsqty 6
  • Portable speakersqty 2
  • Microphone
  • Flip chartsqty 4
  • Flipchart standsqty 4

Workshop materials

  • Notebooksqty 60
  • Ballpoint pensqty 70
  • Pencilsqty 40
  • Markersqty 40
  • Colored pencilsqty 40
  • Writing paperqty 500
  • Flip chart sheetsqty 100
  • Sticky notesqty 20
  • Tapeqty 8
  • Scissorsqty 20
  • Glue sticksqty 20
  • Rulersqty 20
  • Name stickersqty 70
  • Work foldersqty 60
  • Table labelsqty 12

Decorations

  • Wayfinding signsqty 8
  • Tableclothsqty 12
  • Chalkboardsqty 4
  • Vasesqty 8

Lighting

  • Table lampsqty 6

Cleaning

  • Waste binsqty 8
  • Washing-up tubsqty 3
  • Spongesqty 6
  • Dish brushesqty 3
  • Bucketsqty 4
  • Mopsqty 4
  • Broom setsqty 2

Catering

  • Groceries

Tips

  • Set the schedule before sending invitations. Include session times, room assignments, breaks and transition time so participants can choose workshops and leaders know exactly where they need to be.
  • Confirm workshop leaders and room requirements early. Ask whether they need a projector, laptop, speakers, specific table layouts or extra materials; test every presentation connection before participants arrive.
  • Close registration with enough time to prepare. Confirm registrations, collect dietary requirements and send participant information at least 3–5 days before the workshop day.
  • Prepare one materials set per workshop, including printed worksheets and presentation files. Put each set in its assigned room rather than leaving all materials at the registration desk.
  • Plan the arrival period separately from the first session. Set up the registration desk, name badges and wayfinding signs, then open the coffee station before guests arrive; chill drinks and finish catering setup last.

Frequently asked questions

How far in advance should I organise a workshop day?
Begin planning at least 6–8 weeks ahead if you need a venue, several workshop leaders and catering. Finalise the schedule and room assignments before invitations go out, then use the last 3–5 days for confirmations and printed materials.
When should I confirm workshop leaders?
Confirm the leaders before you publish the programme, preferably 4–6 weeks before the event. Reconfirm their arrival time, room, session length and equipment needs 7 days before the workshop day.
How many hours before a workshop day should I set up?
Allow 2–3 hours for room setup, registration, signs, catering and equipment checks. Add extra time if tables and chairs must be moved between sessions or if several rooms need separate presentation tests.
When should I order workshop catering?
Place the catering order 7–14 days before the event, once registration numbers and dietary requirements are reasonably complete. Send the final headcount and dietary updates to the caterer 2–3 working days before serving.

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