
- Description
- Objectives
- Outline
- Materials
- Certification
- System Requirements
- Watch a Demo
Event planners need up to date information that explains everything from how to decorate, to the use of technology, and everything in between. It is through planned events that we remember our shared history, our friends, family, and community. In this course we describe the creative process of event planning, how to identify the needs of your guests, how to budget and control costs and how to develop a design both virtually and in person. You will also learn about video, audio, and other design equipment, as well as how to present design models to potential clients.
Prerequisite(s): None
After completing this course, you should be able to:
- Define the principles of event leadership and management
- Recognize the steps for planning an event budget, working with vendors, and necessary time management skills
- Differentiate between types of virtual and live events, venues, seating arrangements and audio and visual effects
- Identify various design approaches and how to implement them
- Recall types of design elements, impacts and sustainability
Event Planning and Management Module 1
Event Project Management
- What is Event Planning?
- Kinds of Events
- Outlook & Pay
- Core Skills & Personal Qualities
- Professional Ethics & Conduct
- Thinking Like a Project Manager
- Research and Concept
- Design and Proposal
- Phase and Coordination
- Execution
- Evaluation and Wrap-Up
- Timelines, Milestones and Countdown Schedules
Event Planning and Management Module 2
Event Design and Operations
- Discovery Conversation
- Writing the Event Brief
- Setting SMART Objectives
- Concept and Theme Development
- Designing Guest Experience
- Budgeting
- Income and Expenses
- Pricing Your Services
- Deposits, Payments Schedules and Cash Flow
- Invoicing
Event Planning and Management Module 3
Venues, Vendors, Contracts and Permits
- Matching Venue to Event
- Capacity, Layout and Floor Plans
- Accessibility and Guest Comfort
- Catering and Beverage Planning
- Audiovisual, Décor and Entertainment
- Why Contracts Matter
- Essential Contract Clauses
- Vendor Contracts and Insurance
Event Planning and Management Module 4
Risk Management, Safety and Emergency Planning
- Risk Assessment Basics
- Risk Matrix
- Crowd Management and Safe Flow
- Security Planning and Staffing
- Emergency and Evacuation Plans
- Weather, Power and Contingency Plans
- Medical, First Aid and Communication Protocols
Event Planning and Management Module 5
Marketing, Promotion and Event Technology
- Knowing the Audience
- Building a Marketing Plan and Timeline
- Social, Email, Word of Mouth, Partnerships
- Registration and Ticketing Software
- Event Apps and On-Site Technology
- Virtual and Hybrid Events
Event Planning and Management Module 6
Execution, Evaluation and Client Follow-Up
- Day Timeline
- Staffing Roles and Chain of Command
- Setup and Final Walk-Through
- Managing the Event Live and Solving Problems
- Teardown, Load-Out and Vendor Settlement
- Debrief and Measuring Success
Event Planning and Management Module 7
Corporate Events, Weddings, Social & Private Celebrations
- Types of Corporate Events
- Corporate Clients and Stakeholders
- Program and Agenda Design
- Speakers, AV and Breakouts
- Wedding Planning and Timeline
- Budgets and Wedding Costs
- Types of Social Events
- Personalization and Theme Design
Event Planning and Management Module 8
Fundraising and Public Events
- Fundraising Events
- Fundraising Goals and Budgets
- Sponsorships and In-Kind Donations
- Silent and Live Auctions
- Volunteer Recruitment and Management
- Net Revenue and Impact
**Outlines are subject to change, as courses are always under improvement for your benefit**
Ed4Career is committed to being both environmentally conscious and making it easier for you to study! We’re making your education mobile! All of our textbooks are now provided as eTextbooks. You can access them on your laptop, tablet, or mobile device and can study anytime, anywhere.
The move away from physical books to eTextbooks means you get the latest, most up-to-date version available. This also makes your training more accessible, so you can study anywhere you have your phone or tablet. The best part is that all materials are included in your training cost so there are NO extra fees for books!
Upon successful completion of our Event Planning and Management course, students will be prepared for an entry-level job in the Event Planning industry and to sit for the NCCB national certification exam to become a Certified Event Planning Specialist (CEPS).
**Certification exams are not included in the cost of the course.**
Internet Connection
- Broadband or High-Speed - DSL, Cable, and Wireless Connections
*Dial-Up internet connections will result in a diminished online experience. Classroom pages may load slowly and viewing large audio and video files may not be possible.
Hardware Requirements
- Processor - 2GHz Processor or Higher
- Memory - 1 GB RAM Minimum Recommended
PC Software Requirements
- Operating Systems - Windows 7 or higher
- Microsoft Office 2013 or higher. Also, you could use a general Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
- Internet Browsers - Google Chrome is highly recommended
- Cookies MUST be enabled
- Pop-ups MUST be allowed (Pop-up Blocker disabled)
- The Kindle Reader App or VitalSource Bookshelf App are needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
- PowerPoint Viewer (if you do not have PowerPoint)
- Adobe PDF Reader
- QuickTime, Windows Media Player &/or Real Player
MAC Software Requirements
- Operating Systems - Mac OS x 10 or higher with Windows
- Mac office programs or a Word Processing application to save and open Microsoft Office formats (.doc, .docx, .xls, .xlsx, .ppt, .pptx)
- Internet Browsers- Google Chrome is highly recommended
- Cookies MUST be enabled
- Pop-ups MUST be allowed (Pop-up Blocker disabled)
- The Kindle Reader App or VitalSource Bookshelf App are needed for many of our courses (No special equipment needed. This can be downloaded for FREE onto your computer.)
- PowerPoint Viewer (if you do not have PowerPoint)
- Adobe PDF Reader
- Apple QuickTime Media Player

