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10 strategies and tactics for Event Planning

What is Event Planning strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Finding the right Event Planning strategy can seem daunting, particularly when you're focused on your daily workload. For this reason, we've compiled a selection of examples to fuel your inspiration.

Transfer these examples to your app of choice, or opt for Tability to help keep you on track.

How to write your own Event Planning strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Event Planning strategy examples

You'll find below a list of Event Planning tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for executing efficient event planning

  • ⛳️ Strategy 1: Set clear objectives

    • Define the purpose of the event
    • Determine the target audience
    • Establish the event budget
    • Set the event date and time
    • Outline key activities and agenda
    • Identify success metrics
    • Assign roles and responsibilities
    • Create a timeline of tasks
    • Schedule regular progress meetings
    • Communicate objectives to the team

  • ⛳️ Strategy 2: Organise logistics effectively

    • Secure a venue that fits the event requirements
    • Arrange necessary permits and insurance
    • Coordinate with vendors and suppliers
    • Organise transport and parking facilities
    • Ensure adequate seating and layout arrangements
    • Set up audiovisual and lighting equipment
    • Prepare event signage and décor
    • Organise catering and refreshments
    • Plan for accessibility needs
    • Develop an emergency and backup plan

  • ⛳️ Strategy 3: Promote and engage attendees

    • Create an event marketing plan
    • Develop a comprehensive communication strategy
    • Utilise social media platforms for promotion
    • Send out invitations and reminders
    • Engage with attendees through newsletters
    • Create event-specific content (e.g., videos, blogs)
    • Provide value-oriented advertisements
    • Incentivise early registration
    • Partner with influencers or relevant entities
    • Collect feedback and adjust plans accordingly
event-planninglogisticsevent-coordinatormarketing-managerlogistics-teammarketing-team
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Strategies and tactics for establishing a veteran support nonprofit organization

  • ⛳️ Strategy 1: Conduct thorough research and planning

    • Identify the main goals and objectives of the nonprofit organization
    • Research existing veterans' organizations and analyze their successful practices
    • Construct a detailed business plan outlining services, operations, and funding needs
    • Register the organization with the appropriate state authorities
    • Apply for tax-exempt status under section 501(c)(3) with the IRS
    • Develop a clear and compelling mission statement
    • Create bylaws and establish a board of directors
    • Determine the needed resources, including staff, volunteers, and facilities
    • Prepare a budget outline and a financial plan
    • Identify potential legal and compliance issues and consult a legal advisor

  • ⛳️ Strategy 2: Establishing fundraising channels and events

    • Identify target demographics and potential donors
    • Develop a fundraising strategy that includes diverse sources such as grants, donations, and sponsorships
    • Organize a launch event to introduce the nonprofit and its mission
    • Plan and execute fundraising events like charity golf tournaments and social activities
    • Collaborate with local businesses and sponsors for event support
    • Explore partnerships with professional sports teams for fundraising opportunities
    • Launch an online fundraising campaign through crowdfunding platforms
    • Create merchandise to sell and promote organization awareness
    • Engage local media to promote events and fundraising efforts
    • Monitor and evaluate the effectiveness of fundraising activities to refine future efforts

  • ⛳️ Strategy 3: Building a strong veteran network

    • Initiate outreach programs to connect with veterans interested in the network
    • Facilitate regular social gatherings and networking events for veterans
    • Create and maintain a database of veterans and their experiences and interests
    • Develop an online platform or social media group for veterans to connect and communicate
    • Collaborate with veteran-support organizations to expand network opportunities
    • Host workshops and seminars on topics relevant to veterans, like employment and education
    • Provide mentorship programs allowing experienced veterans to guide newer members
    • Foster partnerships with local veteran-friendly businesses for network member benefits
    • Recognize and celebrate the achievements and contributions of veteran network members
    • Collect feedback from participants to improve and expand network offerings
nonprofitveteranslegal-advisorfundraiserresearch-and-planningfundraising-and-events
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Strategies and tactics for recognising achievements and contributions at employee appreciation events

  • ⛳️ Strategy 1: Create a structured recognition programme

    • Develop clear criteria for what constitutes an achievement or contribution
    • Set up a nomination process where colleagues can recommend peers
    • Establish a review committee to evaluate submissions
    • Create a timeline for regular recognition intervals
    • Design awards or tokens of appreciation that align with company values
    • Communicate the programme criteria to all employees
    • Announce nominations and recognitions during events
    • Incorporate feedback mechanisms for improvements
    • Regularly update the programme to ensure relevance
    • Celebrate recognitions company-wide through newsletters or announcements

  • ⛳️ Strategy 2: Implement a peer recognition system

    • Introduce a digital platform for peers to submit recognition messages
    • Set guidelines for what qualifies as noteworthy recognitions
    • Promote the platform through internal communication channels
    • Highlight peer recognitions during appreciation events
    • Encourage managers to participate actively in the process
    • Share inspiring peer recognition stories at events
    • Provide incentives for participating in the peer recognition process
    • Analyse data from recognitions to identify frequent contributors
    • Include peer recognition statistics in event presentations
    • Review and update the system based on employee feedback

  • ⛳️ Strategy 3: Incorporate creative recognition techniques

    • Organise themed appreciation events to make them memorable
    • Use multimedia presentations to highlight achievements
    • Invite external speakers to emphasise the value of recognition
    • Create personalised thank you notes from management
    • Develop a recognition wall or board in the office space
    • Record video messages from leaders acknowledging contributions
    • Arrange for employee spotlights in company newsletters or online
    • Implement a travelling trophy or symbol for various accomplishments
    • Host surprise recognition announcements during events
    • Incorporate interactive activities celebrating achievements
employee-recognitionappreciation-eventscommittee-membermanagerhuman-resourcesevent-planning
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Strategies and tactics for increasing brand engagement and sales during peak summer

  • ⛳️ Strategy 1: Launch limited edition summer flavours

    • Conduct market research to identify popular flavours among target demographics
    • Collaborate with food scientists to develop new summer flavours
    • Design vibrant and attractive packaging for the limited edition products
    • Implement a pre-launch campaign on social media platforms
    • Create engaging content around the new flavours for blogs and video platforms
    • Partner with influencers to broaden reach and create buzz
    • Arrange in-store sampling events to promote new products
    • Offer discounts or bundle deals on limited edition flavours
    • Gather customer feedback for continuous improvement
    • Monitor sales data to evaluate the success of the campaign

  • ⛳️ Strategy 2: Host summer-themed experiential events

    • Identify popular venues and secure permits for summer events
    • Partner with local event organisers to plan activities
    • Incorporate interactive elements such as virtual reality experiences
    • Set up photo opportunity stations to encourage social sharing
    • Offer exclusive branded merchandise at events
    • Collaborate with local musicians and performers for entertainment
    • Provide free samples and promotional materials to attendees
    • Collect attendee contact information for follow-up marketing
    • Promote events through digital and local media outlets
    • Capture and use event footage in future promotional content

  • ⛳️ Strategy 3: Enhance digital engagement with a summer campaign

    • Develop a summer-themed social media content calendar
    • Run interactive online contests and giveaways
    • Utilise social media stories to share daily and engaging content
    • Create and share behind-the-scenes glimpses of Coca-Cola manufacturing
    • Collaborate with popular YouTube content creators
    • Introduce a hashtag campaign to encourage user-generated content
    • Engage followers with polls and questions on Instagram and Twitter
    • Leverage time-sensitive offers and alerts to drive urgency in sales
    • Analyse social media metrics to refine strategy on-the-go
    • Coordinate with digital marketing teams to optimise search engine and content ads
brand-engagementsummer-salesmarket-researchersocial-media-managerdigital-marketing-teamevent-planning-team
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Strategies and tactics for becoming a thought leader and ensuring sustainability

  • ⛳️ Strategy 1: Build a strong content platform

    • Conduct research to understand trending topics in women's professional and personal development
    • Develop an editorial calendar that includes blogs, videos, and podcasts
    • Invite industry experts to contribute guest content on the platform
    • Host monthly webinars with thought leaders in the field
    • Create downloadable resources like e-books or templates
    • Leverage social media to share insights and content highlights
    • Collaborate with influencers to co-create content pieces
    • Engage the audience with regular Q&A sessions or live interactions
    • Repurpose content for different formats like infographics or slideshares
    • Collect and analyse audience feedback to refine content strategy

  • ⛳️ Strategy 2: Expand community engagement

    • Create a community forum for discussions and networking
    • Regularly feature success stories from community members
    • Host challenges or contests to encourage active participation
    • Offer mentorship programmes connecting members with industry veterans
    • Set up focus groups to gather insights on community needs and interests
    • Organise virtual or in-person events for networking and learning
    • Develop a rewards system for active community contributors
    • Facilitate peer-to-peer learning opportunities within the community
    • Send personalized newsletters showcasing community achievements
    • Establish partnerships with relevant organisations to expand reach

  • ⛳️ Strategy 3: Develop a sustainable revenue model

    • Identify potential products or services to offer such as courses or workshops
    • Analyse competitor offerings and pricing strategies
    • Establish strategic partnerships with brands aligned to our vision
    • Implement a membership or subscription model for premium content
    • Offer personalised coaching or consulting services
    • Develop a scalable online shop featuring relevant products
    • Explore sponsorship opportunities for events and content
    • Create a donation or crowdfunding initiative to support the mission
    • Leverage affiliate marketing for complementary products
    • Continuously evaluate and refine the revenue model based on performance metrics
thought-leadershipsustainabilitycontent-creatorcommunity-managermarketing-teamevent-planning-team
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Strategies and tactics for fostering casual communication and staying connected

  • ⛳️ Strategy 1: Create a dedicated digital space

    • Select a platform that everyone uses and create a group chat or social media group
    • Establish clear guidelines on the type of content that can be shared
    • Introduce everyone to the group and encourage initial posts
    • Schedule weekly prompts to keep the conversation flowing
    • Encourage members to share memes, jokes, and lighthearted content
    • Assign a moderator to manage and encourage interactions
    • Create themed days for sharing specific types of content
    • Ensure the group remains a positive and inclusive space
    • Regularly update group settings and maintain privacy
    • Collect feedback from members to continuously improve the space

  • ⛳️ Strategy 2: Organise regular themed virtual hangouts

    • Survey participants to determine suitable times for virtual hangouts
    • Decide on themes or activities for the hangouts to create excitement
    • Use a reliable video conferencing tool for hosting the events
    • Send out invitations with a clear itinerary and theme details
    • Appoint a facilitator to guide the activities during the hangout
    • Incorporate ice-breaking activities to ensure engagement
    • Encourage attendees to contribute ideas for future themes
    • Share highlights and positive moments from hangouts in the group
    • Solicit feedback after each event to enhance future hangouts
    • Celebrate contributions and recognise frequent participants

  • ⛳️ Strategy 3: Promote inclusive participation

    • Encourage varied forms of expression, such as videos, images, and texts
    • Utilise polls and surveys to gather input on topics of interest
    • Give shout-outs to active participants to encourage more interaction
    • Send personalised invitations to less active members to encourage engagement
    • Share a calendar of upcoming themes and events in advance
    • Involve members in the decision-making process for the group
    • Recognise milestones and achievements of members in updates
    • Provide platforms for members to share personal projects and interests
    • Facilitate small group discussions to encourage deeper connections
    • Promote a culture of respect, openness, and appreciation in interactions
communicationconnectivitymoderatorfacilitatordigital-communication-teamevent-planning-team
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Strategies and tactics for introducing the Yarn Buddy

  • ⛳️ Strategy 1: Leverage email marketing

    • Develop an engaging email campaign featuring the Yarn Buddy
    • Segment the email list to target loyal customers specifically
    • Highlight the limited-time availability and reward program
    • Incorporate visually appealing images and testimonials
    • Include a clear call to action to purchase or join the rewards programme
    • Send a series of reminder emails leading up to the deadlines
    • Track open and click-through rates to optimise future emails
    • Offer exclusive discounts or incentives to email subscribers
    • Utilise personalised subject lines for higher engagement
    • Encourage sharing the email with friends for additional benefits

  • ⛳️ Strategy 2: Utilise social media campaigns

    • Create visually striking posts showcasing the Yarn Buddy
    • Utilise customer testimonials and user-generated content
    • Run a limited-time contest to increase engagement and awareness
    • Leverage Instagram and Facebook stories for real-time promotion
    • Collaborate with influencers within the crafting community
    • Engage with followers through comments and messages
    • Use targeted ads to reach a broader crafting audience
    • Highlight the value of the rewards programme in posts
    • Schedule regular posts leading up to the availability end date
    • Share behind-the-scenes content about the Yarn Buddy creation

  • ⛳️ Strategy 3: Host a virtual launch event

    • Plan a livestream event to introduce the Yarn Buddy
    • Invite loyal customers and crafting influencers to join
    • Demonstrate the Yarn Buddy's unique features and benefits
    • Offer exclusive event-only discounts or early access
    • Host a Q&A session to address customer queries
    • Record and share highlights from the event on social channels
    • Provide virtual freebies or resources related to yarn care
    • Encourage attendees to share their experiences on social media
    • Follow up with participants via email with a thank you message
    • Collect feedback from attendees to improve future events
email-marketingsocial-mediamarketing-managercustomer-engagement-specialistdigital-marketing-teamevent-planning-team
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Strategies and tactics for acquiring new customers

  • ⛳️ Strategy 1: Optimise online presence

    • Conduct a comprehensive website audit to identify areas for improvement
    • Implement SEO best practices to improve search engine rankings
    • Create high-quality, targeted content for blogs and social media
    • Utilise pay-per-click (PPC) advertising to drive targeted traffic
    • Optimise website for mobile users to improve user experience
    • Use social media channels to engage with potential customers
    • Implement A/B testing on landing pages to increase conversion rates
    • Leverage Google My Business to enhance local search visibility
    • Collaborate with influencers to reach a broader audience
    • Monitor and analyse website analytics to continuously refine strategies

  • ⛳️ Strategy 2: Host and attend events

    • Organise webinars on topics relevant to your target audience
    • Participate in industry trade shows and conventions
    • Host local meetups or networking events
    • Sponsor events where your target audience is likely to attend
    • Offer free workshops or educational seminars
    • Collaborate with other businesses to co-host events
    • Collect attendee contact information for follow-up marketing
    • Promote events through social media and email marketing
    • Provide exclusive event offers to attendees
    • Analyse event feedback to improve future gatherings

  • ⛳️ Strategy 3: Utilise referral and loyalty programmes

    • Design a customer referral programme with enticing rewards
    • Promote the referral programme through email and social media
    • Create a loyalty programme with tiers and exclusive benefits
    • Use email campaigns to keep customers informed about their rewards
    • Offer double rewards for customers who refer friends during promotional periods
    • Highlight success stories of current loyal customers in marketing materials
    • Use point-of-sale systems to track and manage loyalty points
    • Provide easy and intuitive methods for customers to refer others
    • Regularly review and improve the referral and loyalty programme based on feedback
    • Incentivise employees to encourage customers to join the programmes
seoreferralsmarketing-managerseo-specialistmarketing-teamevent-planning-team
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Strategies and tactics for enhancing Fire Rescue Safety and Efficiency

  • ⛳️ Strategy 1: Revise emergency transport guidelines

    • Review and update existing guidelines for emergency transport decisions
    • Develop detailed protocols for specific transport scenarios
    • Improve communication practices among personnel for emergency transports
    • Conduct a workshop with staff to train on new transport guidelines
    • Integrate revised guidelines into regular training schedules
    • Utilise simulation training to practice new transport protocols
    • Implement regular audits to ensure guidelines adherence
    • Gather feedback from staff on guideline effectiveness and areas for improvement
    • Update digital documentation systems to reflect guideline changes
    • Coordinate with local hospitals to streamline transport processes

  • ⛳️ Strategy 2: Standardize event documentation procedures

    • Create a standard form for documenting refusal of service and against medical advice cases
    • Train staff on accurate and detailed documentation practices
    • Develop a protocol for logging turn-out time and on-scene time precisely
    • Utilise digital tools to facilitate real-time documentation during events
    • Incorporate documentation training into new employee onboarding
    • Conduct quarterly reviews of documentation for quality assurance
    • Implement a peer-review system to cross-check documentation accuracy
    • Hold regular meetings to discuss documentation challenges and solutions
    • Consult with legal advisors to ensure documentation complies with regulations
    • Use case studies to educate staff on the importance of thorough documentation

  • ⛳️ Strategy 3: Upgrade licensing and enhance training protocols

    • Initiate a plan to pursue upgrading from Medical First Responder to Ambulance license
    • Identify licensing requirements and create a step-by-step plan to meet them
    • Enhance training modules for emergency transport procedures
    • Develop advanced training for initial and ongoing patient assessment
    • Train staff on transfer of care procedures with hospital personnel
    • Improve radio communication skills through practical exercises
    • Include licensing goals in departmental strategic planning
    • Utilise feedback from licensing bodies to improve processes
    • Schedule regular, hands-on training sessions to maintain skill levels
    • Monitor progress towards licensing goals and adjust plans as necessary
safetyefficiencyemergency-medical-techniciantraining-coordinatorfire-rescue-teamquality-assurance-team
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Strategies and tactics for increasing the digital presence and branding

  • ⛳️ Strategy 1: Enhance LinkedIn presence

    • Set a goal to increase LinkedIn followers to 90k within three months
    • Create an editorial calendar with weekly posts highlighting company achievements, industry news, and product insights
    • Engage with industry leaders by commenting on their posts to increase visibility
    • Use LinkedIn Analytics to track engagement and refine strategy accordingly
    • Post employee spotlights to humanise the brand and showcase company culture
    • Create and promote LinkedIn groups around energy storage topics to engage with the community
    • Leverage LinkedIn Ads to target industry-specific decision-makers
    • Encourage employees to share and engage with company posts to widen reach
    • Utilise LinkedIn Stories to share behind-the-scenes content and upcoming events
    • Host LinkedIn Live events covering industry trends and company milestones

  • ⛳️ Strategy 2: Expand YouTube and multimedia engagement

    • Create informative and engaging video content showcasing products and case studies
    • Develop a YouTube content calendar with regular uploads of educational and solution-based videos
    • Collaborate with industry influencers to increase channel visibility and subscriber count
    • Incorporate SEO best practices in video titles, descriptions, and tags
    • Share YouTube content across other social media platforms to reach a broader audience
    • Engage with viewers by responding to comments and encouraging discussions
    • Utilise YouTube Analytics to monitor performance and adapt content strategy
    • Invest in YouTube Ads targeting specific B2B audiences within the renewable industry
    • Create a YouTube series focusing on sustainability and energy efficiency in various sectors
    • Host webinars and panel discussions on YouTube about the future of energy storage

  • ⛳️ Strategy 3: Boost participation in industry events

    • Identify and create a calendar of upcoming industry events relevant to energy storage and renewables
    • Submit speaker proposals to position company executives as thought leaders
    • Exhibit at strategic events with a well-designed booth highlighting innovative solutions
    • Host networking events at conferences to engage with attendees and build relationships
    • Partner with industry associations to increase brand visibility and credibility
    • Offer exclusive promotions or demonstrations of products to event participants
    • Collect and analyse feedback from event participation to refine future strategies
    • Leverage social media to maximise exposure through live updates and announcements during events
    • Set up one-on-one meetings with potential clients and partners during major events
    • Document and share event experiences on company blog and social media to extend reach
digital-presencebrand-awarenessmarketing-managersocial-media-strategistmarketing-teamcontent-creation-team
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How to track your Event Planning strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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