Business event planning
Planning resources for teams organizing conferences and professional events.
This page lists six business event planning guides. The full set, including budget templates for eleven event types, the conference planning checklist, and the agenda template, is in conference planning. Each budget template is a free CSV worksheet you can edit, with no sign-up. For promotion and sponsors, see registration, promotion, and sponsorship. To see how a planned event runs in ConferenceTap, start with the organizer tools.
QR code check-in for events: a step-by-step setup guide
How to set up QR code check-in: lanes and staff by attendee count with the arithmetic shown, badge options, walk-ins, weak Wi-Fi plans, and what to measure.
How to choose a city and venue for your conference
How to shortlist a conference city and venue: hotel block and catering math, a site-visit checklist, RFP questions, and a weighted table to compare finalists.
Annual summit ideas: six session formats with a purpose
Plan a company or association summit with practical session formats, preparation requirements, and outputs. Download an editable session-planning worksheet.
Career fair ideas: six activities for useful conversations
Plan career-fair activities for employers and attendees, with staffing checks, booth ideas, follow-up guidance, and an editable activity worksheet.
Business retreat budget template: a free editable worksheet
Download a free business retreat budget worksheet. Track planned and actual income, supplier costs, owners, and quote assumptions.
Conference agenda template: attendee day and run of show
Download an editable conference agenda and plan tracks, breaks, room changes, speaker handoffs, and hybrid participation with a worked example.