Scribd Logo
Upload

Welcome to Scribd!

  • RSI Client Event Checklist

    Uploaded by

    Taycarns
    44 views1 page
    This document outlines the planning tasks and timeline for Retirement Strategies, Inc.'s Fall Economic & Market Update event to be held on October 23 at the San Jose Country Club. It details responsibilities and deadlines over six weeks for tasks such as sending invitations, arranging speakers, handling RSVPs, creating materials, setting up the event, and following up afterwards. The timeline includes drafting the invitation, finalizing the budget, ordering supplies, designing advertising, tracking RSVPs, assembling packets, and evaluating feedback from the event.

    Original Description:

    RSI Client Event Checklist

    Copyright

    © © All Rights Reserved

    Available Formats

    DOC, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document outlines the planning tasks and timeline for Retirement Strategies, Inc.'s Fall Economic & Market Update event to be held on October 23 at the San Jose Country Club. It details responsibilities and deadlines over six weeks for tasks such as sending invitations, arranging speakers, handling RSVPs, creating materials, setting up the event, and following up afterwards. The timeline includes drafting the invitation, finalizing the budget, ordering supplies, designing advertising, tracking RSVPs, assembling packets, and evaluating feedback from the event.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    44 views1 page

    RSI Client Event Checklist

    Uploaded by

    Taycarns
    This document outlines the planning tasks and timeline for Retirement Strategies, Inc.'s Fall Economic & Market Update event to be held on October 23 at the San Jose Country Club. It details responsibilities and deadlines over six weeks for tasks such as sending invitations, arranging speakers, handling RSVPs, creating materials, setting up the event, and following up afterwards. The timeline includes drafting the invitation, finalizing the budget, ordering supplies, designing advertising, tracking RSVPs, assembling packets, and evaluating feedback from the event.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Retirement Strategies, Inc.

    Fall Economic & Market Update


    October 23 San Jose Country Club
    Week 1 (Sept 22-26)
    Responsibility
    Decide success measures: goodwill; build former CCM rapport
    RSI/SJKPR
    Investigate door prizes/take away item?
    SJKPR
    Assemble invite list: As & Bs
    RSI
    o Decide inviting others: CFOs?, Tyes/Johns, JBJ/other calendar?
    RSI/SJKPR
    Determine web strategy (blog, TUevents, LinkedIn): response-dependent?
    RSI/SJKPR
    Draft/send hold-the-date Email
    RSI/SJKPR
    Week 2 (Sept 29-Oct 3):
    Post to JBJ calendar?
    Draft invitesltrhd with referral invite
    Finalize budget/review issues with SJCC
    Decide/order door prizes/take aways, pads?/signage?
    If applicable, draft/post blog/employ web tactics; research ads
    Design, finalize and arrange advertising, if applicable

    RSI/SJKPR
    SJKPR
    RSI
    RSI/SJKPR
    SJKPR
    RSI/SJKPR

    Week 3 (Oct 6-10):


    Finalize invite list; print invites
    RSI
    Oct 6-7: send snail invites
    RSI
    Establish RSVP tracking system
    RSI
    Decide media invite (ask speaker(s)); draft news release
    RSI/SJKPR
    Draft and design event program
    SJKPR
    Run ad in selected media (if applicable)
    SJKPR
    Determine what will be announced and how (i.e., any RSI business changes) RSI/SJKPR
    Week 4 (Oct 13-17):
    Finalize and print program
    Mention event in applicable client and networking meetings
    Update follow-up survey and print
    Decide on information for packets (survey, bios, related info, biz cards?)
    Send news release and invite media if applicable
    Follow-up with As who have not RSVPd (PHONE CALLS)
    Reconfirm all arrangements; decide place setting set-up
    Get/print/review presentation(s)

    SJKPR
    RSI
    RSI
    RSI/SJKPR
    SJKPR
    RSI
    RSI/SJKPR
    RSI/SJKPR

    Week 5 (Oct 20-24: pre-event & event):


    Assemble Packets & give-aways if applicable/Pre-print nametags
    Assign day-of-event (DOE) responsibilities (greeter, check-in, etc.)
    Buy supplies for DOE (name tags, pens, pads? Bring extra supply bag)
    Set-up/tear down DOE materials

    RSI
    RSI
    RSI/SJKPR
    RSI/SJKPR

    Week 6 (Oct 27-Oct 31: post-event):


    Follow-up communications (Thank-yous/Sorry-we-missed-yous, etc.)
    Evaluate feedback
    Media opportunity? By-line or letter-to-the-editor?

    RSI/SJKPR
    RSI/SJKPR
    RSI/SJKPR

    You might also like