Name of event: Fall Into Customer Appreciation Day Description of event: A fall season themed customer appreciation day

to say thanks to Bank of Lees Summit customers. The decorations, activities and prizes will be fall themed. Goals and Objectives Goal: to show Bank of Lees Summit customers appreciation Primary objective: to have a total attendance of 4,000 people Secondary objective: host a successful customer appreciation day while staying within $4,000 budget

Develop strategies for success Purpose: show thanks to Bank of Lees Summit customers Target groups: Bank of Lees Summit customers, community members Primary demographics: all ages, male and female, families with children, Lees Summit and surrounding areas Ways to track success: Activities M&M Jar: Guests attempt to guess the number of M&Ms in the jar. The participant with the closest guess gets the entire jar of candy. Entry forms will be used. Coin Jar: Guests attempt to guess the amount of money in the jar. The participant with the closest guess wins the money. Entry forms will be used. Coloring Page: Kids can color a picture of Copper the Bear while enjoying Customer Appreciation Day. When kids color a page they can enter to win a gift card to Lees Summits Paradise Park. Raffle Drawings: Guests can enter in raffle drawings for a variety of prizes. These prizes can be donated by local businesses and sponsors. Entry forms will be used. use prize registration forms to calculate attendance stay within budget, calculate all expenses post-evaluation form

Plan publicity Objective of publicity is to increase attendance and awareness of the event. Facebook page for all Bank of Lees Summit events or Coppers Facebook page Flyers Lobby signage Statement stuffers Outdoor signage (banners) Helium balloons

Sample Release Below is a sample of a release that could be published in the Bank of Lees Summit newsletter, community newsletters and newspapers, and other local business newsletters.

Kelly Spencer Tel: (816) 555-1234 Email: kellyspencer@bankofleessummit.com

FOR IMMEDIATE RELEASE

FALL INTO CUSTOMER APPRECIATION DAY Hosted by the Bank of Lees Summit Do not miss out on your chance to Fall into Customer Appreciation Day on October 15! The Bank of Lees Summit will be throwing a customer appreciation day at all four bank locations. Stop by anytime between 11:00 am and 4:00 pm and enjoy free food, prizes, and fun for all ages. This year the Bank of Lees Summit will be celebrating its customers and the fall season. Guests will have chances to win prizes ranging from pumpkins to $50 gift cards. Fall into Customer Appreciation Day will be held at the Bank of Lees Summits four locations. The addresses to these locations are as follows: 1101 SW 3rd St, 1021 NE Sam Walton Lane, 210 SW Main St, and 250 SW Greenwich Drive. For more information about this event contact ###### ###### at (816) 555-1234 or #########@bankofleessummit.com The Bank of Lees Summit is a member of the FDIC.

Checklist Below is an example of a detailed checklist to be used for planning and executing the event.
Task Planning Set goals Form committees Set date Set budget Decide theme Plan activities Decide menu Determine prizes Plan advertising Preparation Order food Design advertising Obtain sponsors Recruit volunteers Recruit prizes Purchase prizes (if needed) Purchase M&Ms Fill contest jars Purchase decorations (if needed) Reserve tables & chairs Print signage Order decorations Order balloons Confirm all orders one week prior Day of Event Pick up & drop off tables & chairs Pick up food (if necessary) Set up equipment Set up prize stations Organize volunteers Check on each location Hang outdoor banners Decorate Post-Event Evaluation form Thank you cards to businesses Gifts to volunteers Contact prize winners Assigned To Date Completed

Budget

The budget is an estimate of the costs of the event. A big way to save on the costs is to start a sponsorship program for this event. For example, Walgreens could sponsor the M&M Jar contest by donating enough M&Ms for all four jars; in return the signs placed by each jar would say something like This prize was donated by your local Walgreens, and include the Walgreens logo.
Description Food - Price Chopper Prizes Gift cards M&M Jar Coin Jar Paradise Park Volunteer's Gift Cards Misc. Freestyle Graphics In-house printing City permits Table Rental Chair Rental Crayons Decorations Hay Bales Pumpkins Corn Stalks Balloons Total 40 40 16 200 $0 $0 $0 $140 $3,896 Yes Yes Yes Yes 4 16 128 32 $0.50 each $50.00 each 4 banners $50.00 each $100 $100 $200 $0 $0 $16 Yes Yes Done 8 4 4 4 16 $15.00 each $50.00 each $25.00 per jar $25.00 per jar $400 $100 $100 $0 $240 Yes Yes Yes Yes Yes Quantity Previous Rate Previous Cost $2,500 Sponsorship Possibility Yes

Post-Event Evaluation Form

1. Did we meet our goals/objectives with this event?

2. Did we meet our budgetary goals?

3. Did we have enough volunteers for the event?

4. What could we have done differently to make the event better/more productive?

5. Did we have enough advertising/PR for the event? How could we have made this better?

6. Did we execute the program in a professional manner?

7. Did we face any conflicts? What was it? How was it resolved? What could have been done differently?

8. Would we plan this event similarly next year?

9. How did we grow from this event?

10. Were our customers happy? Was appreciation shown?