Event Planning & Success Guide

Making Your Event Noteworthy, Profitable, and Shareable. A structured approach to planning and executing events that generate buzz, attract attendees, and encourage repeat participation.

Laying the Foundation

Successful events begin with meticulous planning and a clear understanding of their purpose and audience.

Defining Your Objective and Purpose

  • Clarity is Key: The purpose should be clearly communicated to everyone involved.
  • Examples of Objectives: Range from charity fundraising, business promotion, to learning opportunities.
  • Decision-Making Filter: Every decision must align with the event's primary goal.
  • Avoid "Meeting for Meeting's Sake": Ensure the event is necessary and viable.

Identifying and Understanding Your Target Audience

  • Profile Your Audience: Define their demographics, interests, and expectations.
  • Audience-Led vs. Attraction-Led: Decide if you're building an event for an audience, or finding an audience for an event.
  • Estimate Audience Size: Critical for logistics. Use multiple methods to estimate.
  • Gather Feedback: Use past data for existing events; research for new ones.

Key Planning Areas

Event Type & Attractions

Match attractions to the audience and ensure variety. Prioritize safety with all attractions.

Time and Venue

Choose timing to maximize attendance and a venue that fits the event type, capacity, and accessibility needs.

Budgeting & Financial Management

Develop a detailed budget, establish clear revenue streams, and control costs vigilantly.

Staffing and Safety

Define roles, train staff, and cultivate a proactive health and safety culture, including thorough risk assessments.

Marketing & Attracting Attendees

To make an event shareable, it needs to capture attention, foster engagement, and encourage social transmission.

The STEPPS Framework for Contagious Content

A framework highlighting six key principles that make things catch on.

Social Currency: Make people look good for sharing.
Triggers: Link your event to everyday cues.
Emotion: When we care, we share. Focus on high-arousal emotions.
Public: Make the private public. Built to show, built to grow.
Practical Value: Share useful information.
Stories: Embed your message in a narrative people want to tell.

Crafting a Clear Message (StoryBrand)

  • One-liner: Create a single, simple, repeatable statement about what you offer.
  • Customer as Hero: Position the customer as the hero, not your brand.
  • Guide with a Plan: Your brand is the guide offering a clear path to success.
  • Call to Action: Challenge customers to act with clear, direct CTAs.
  • Define Stakes and Success: Articulate what customers avoid (failure) and achieve (success).

Marketing Tools and Channels

  • Targeted Advertising: Place ads where your audience will see them.
  • Free Coverage: Secure articles and press releases in local media.
  • Leverage Networks: Use your existing members and contacts to spread the word.
  • Digital Presence: Create a dedicated website and use email marketing.
  • Lead Generation: Offer valuable free content to collect emails for drip campaigns.

Ensuring Returning Attendees

Great experiences convert customers into loyal brand ambassadors and employees into advocates.

Intentional Experience Design

Great experiences don’t happen by accident; they require intentional planning and orchestration of people, place, objects, rules, and relationships.

  • Map the entire experience journey: anticipation, participation, and reflection.
  • Design for specific personas to keep the experience participant-focused.
  • Define desired reactions and the stories you want people to tell.

Enhancing the Experience

Once the core design is solid, add the frosting. This includes flawless technical execution (communication, reliability) and artistic factors (theming, sensory appeals, entertainment, memorializing).

  • Modern consumers, especially millennials, want to co-create experiences.
  • Engage participants after the event with thank-yous, surveys, and memory-curating strategies.

Post-Event Evaluation and Referrals

The work isn't over when the event ends. Continuous improvement is key.

  • Hold debriefing sessions and compile a final report to serve as a learning tool.
  • Turn happy customers into evangelists by creating a system to generate and automate referrals.

Creating a Theme & Engaging Experience

A deep dive into creating memorable themes and designing engaging experiences for your attendees.

I. Creating a Memorable Theme

A well-chosen theme is crucial for making your event stand out. It influences programming, food, and décor, setting the stage for a memorable experience.

The Importance of Theming

  • Adds Memorability

    Themes make an event unforgettable by weaving a story.

  • Simplifies Organization

    A theme provides a cohesive framework for planning.

  • Creates Atmosphere

    It helps to envision and build the desired mood.

  • Drives Consistency

    Ensures all elements send a cohesive, powerful message.

Selecting the Right Theme

  • Match to Purpose

    The theme should complement the event's tone and goals.

  • Consider Your Audience

    It should be meaningful and interpreted positively.

  • Brainstorm Ideas

    Work with a team or solicit ideas from your target audience.

  • Draw from Categories

    Use fashion, history, pop culture, or the arts for inspiration.

Integrating the Theme

  • Carry it Through All Phases

    The theme should be present before, during, and after.

  • Ensure Depth

    Go beyond surface-level decorations to create real ambiance.

  • Inform Speakers

    Let speakers know how to incorporate the theme.

  • Use a Slogan & Logo

    Create a memorable message and visual identity.

II. Designing Engaging Experiences

Experiences are unique interactional phenomena, not merely services, requiring conscious awareness and reflective interpretation by participants. They are about "time well spent" rather than "time well saved".

The Three Stages of an Experience

Successful experiences are designed by orchestrating elements across three distinct phases to create memorable and meaningful interactions.

1. Anticipation Phase

This phase occurs *before* the event, building expectations and setting the tone for what's to come.

  • Set Realistic Expectations: Use "truth in advertising" to build excitement without creating disappointment.
  • Enable Co-Design: Allow participants to customize options beforehand to increase their investment.

Example: A Cautionary Tale

Fyre Festival's marketing created massive anticipation for a luxury event, but the disastrous delivery highlights the importance of matching hype with reality.

2. Participation Phase

The "during" stage where participants actively engage with the designed experience and its core elements.

  • Orchestrate Elements: Intentionally arrange the environment, as every detail sends a message.
  • Incorporate Storytelling: Cast participants as the hero in a narrative to engage them emotionally.

Example: Immersive Design

Disney Theme Parks intentionally design every detail, from themed pavement to hidden trash cans, to maintain an immersive narrative.

3. Reflection Phase

The *after* stage where participants process the experience, form lasting memories, and share their stories.

  • Create Peak Memories: Design unique and emotional moments that will be remembered long after.
  • Facilitate Narratives: Provide cues like photos or souvenirs to help shape positive stories and word-of-mouth.

Example: Ceremonial Design

University Commencements use regalia and memorable touchpoints (like hearing a name called) to foster long-term positive memories.