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Forte Events · Planning Guide

Conference Planning Checklist

The complete step-by-step checklist for planning a flawless corporate conference.

February 2026 · 9 min read

Conference production setup at a premium London venue

Planning a conference involves hundreds of moving parts. Miss one detail and the whole event suffers. This checklist breaks the process into manageable phases — from six months out to post-event wrap-up.

6 Months Before

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Define conference objectives, theme, and key messages

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Set total budget with 10% contingency buffer

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Shortlist and book venue (capacity, AV, accessibility)

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Confirm date — avoid school holidays and industry clashes

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Appoint project lead and core planning team

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Begin speaker outreach and secure keynote

4 Months Before

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Finalise speaker lineup and session schedule

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Book AV production company and technical crew

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Commission branding — stage design, signage, digital assets

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Launch registration page and early-bird tickets

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Confirm catering — dietary requirements, service style

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Arrange photographer and videographer

2 Months Before

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Send speaker briefing packs (AV specs, timings, logistics)

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Confirm all supplier contracts and payment schedules

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Plan delegate journey — registration, wayfinding, breakouts

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Order printed materials — badges, programmes, signage

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Brief on-site event staff and assign roles

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Create detailed run sheet with minute-by-minute timings

2 Weeks Before

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Final venue walkthrough with all key suppliers

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Test all AV equipment — screens, mics, livestream

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Confirm final delegate numbers with catering

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Send delegate joining instructions and logistics

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Prepare contingency plans (backup speakers, tech failures)

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Brief security and first aid teams

Event Day

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Arrive 3+ hours early for final setup and checks

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Sound-check all speakers and test presentations

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Brief registration team on check-in process

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Monitor schedule — keep sessions to time

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Capture content — photos, video, social media

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Collect delegate feedback via post-event survey

Post-Event

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Send thank-you emails to delegates and speakers

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Share event highlights — photos, video, key takeaways

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Analyse feedback and attendance data

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Reconcile budget — actual vs. planned spend

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Debrief with team — what worked, what to improve

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Begin planning next year's conference

Typical Conference Budget Split

Venue & Facilities30–35%
AV & Production20–25%
Catering15–20%
Speakers & Entertainment10–15%
Marketing & Comms5–10%
Staffing & Logistics5–10%
Contingency10%

Common Conference Planning Mistakes

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Underestimating AV costs — production is typically 20–25% of total budget, not 10%

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Booking too late — premium London venues book 6–12 months ahead for conferences

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Overloading the schedule — delegates need breaks, networking time, and breathing room

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Ignoring accessibility — step-free access, hearing loops, and dietary requirements matter

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No contingency plan — always have backup speakers, spare equipment, and plan B timings

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Skipping the rehearsal — a full tech run the day before prevents 90% of day-of disasters

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