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Resources for Event Management: How to Streamline Your Planning and Protect Your Vendors

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Close-up look at an event organizer writing in a planner full of colorful sticky notes and reminders.

Event planning can feel like managing a million moving parts. Between securing venues, coordinating vendors, and ensuring everything runs smoothly, your to-do list never seems to end!

Start reducing your stress and enhancing your planning with some of the top resources for event management.

What Resources are Needed for an Event?

The right resources for an event go beyond logistics and venue setup. They are the key tools and systems that ensure the event is not only successful but also safe.

Reliable Software and Tools

Tools are the technologies and platforms that help you streamline processes, stay organized, and track progress efficiently. These are your event planning “workhorses.”

  • Project management software is invaluable for organizing tasks, assigning responsibilities, and keeping track of deadlines
  • Vendor management tools help you track vendor details, contracts, and payments in one place
  • Event registration and ticketing tools provide an easy way to manage your attendees efficiently, reducing stress on the day of the event
  • Communication platforms ensure seamless collaboration, especially when coordinating a remote or hybrid event

A Trustworthy Team

Your team and your network of vendors are essential resources that bring your event to life. The right people ensure every detail is handled and your event operates smoothly.

  • Having skilled event planners and vendor coordinators on your team ensures the planning, logistics, vendor relations, and troubleshooting run like clockwork
  • Whether you’re working with retailers, exhibitors, photographers, concessionaires, or live entertainers, your vendors play a crucial role in executing your vision, so it’s essential to choose reliable parties
  • Volunteers and staff are critical for helping with registration, crowd control, or setup, making all the difference in your day-of happenings
A group of event employees in bright orange safety vests are chatting and briefing before an event.

Streamlined Systems

Systems are the processes and structures you put in place to organize and manage your event efficiently. These systems ensure that everything is handled in a logical, timely manner.

  • Vendor verification systems use a central system for tracking and verifying Certificates of Insurance (COIs) to ensure every vendor has the correct insurance before the event begins
  • Financial systems help you stay within your event budget and can track any unexpected costs that come up
  • Registration and check-in systems speed up check-ins, avoid bottlenecks, and keep your event on schedule

Effective Strategies

These are the plans and strategies you set in motion before and during the event to guide your decision-making, execution, and ensure its success.

  • Emergency contingency plans, such as backup vendors, contingency plans, and event insurance, help you mitigate unexpected risks, like a sudden weather change, a vendor cancellation, or a technical failure
  • Marketing and promotion help drive attendance and build customer excitement, as well as keep team members and vendors informed on essential event details
  • Vendor insurance helps ensure everyone involved is covered for accidents, like injuries or property damage, so the liability doesn’t fall on you as the organizer
An event manager is preparing for an expo as she stands near empty vendor tents holding her smart phone and laptop.

Best Resources for Event Planners

Keep every part of your event running smoothly from start to finish with the right management tools and software!

1. Event Management Software

Event management software streamlines the entire process, from vendor communications to contract management.

Eventleaf: Ideal for managing vendor contracts, check-ins, and networks, especially for small businesses or freelance planners hosting large events

Eventify: End-to-end event management, coupled with a robust mobile app, that lets you manage registration, marketing, ticketing, and more

HoneyBook: Helps manage contracts, payments, timelines, and vendor communications for freelance event organizers

2. Project Management Tools

Using a shared project management tool keeps your team aligned and ensures nothing falls through the cracks.

Trello: A visual tool for organizing tasks and collaborating on event details

Asana: Helps manage tasks, deadlines, and team collaboration for event planning

Basecamp: A platform for team communication, file sharing, and task tracking

3. Financial Management Tools

Managing event finances can get complicated, but these tools help you track budgets, expenses, and keep things running smoothly.

QuickBooks: Manages event finances, expenses, and vendor invoices

Expensify: Tracks and manages expenses, making it easy to stay within budget

A look at some empty vendor booths at an empty trade show before anyone arrives to set-up.

4. Event Registration and Ticketing Platforms

Efficient registration and ticketing platforms are crucial for large-scale events to ensure smooth attendee management and data collection.

Eventbrite: Manages event registration, ticket sales, and attendee information, making the registration process quick and easy

Splash: A platform for event marketing, registration, and ticketing with branded event pages

Cvent: A comprehensive solution for event registration, ticketing, and attendee management, especially well-suited for larger events with complex needs

5. Vendor Management Tools

Vendor management tools streamline communication and ensure your vendors are all on the same page, which is critical for smooth operations.

A2Z Events: Handles booth assignments, payments, and vendor communication

Bizzabo: An all-in-one platform for vendor management and attendee engagement

Empty wooden vendor tables with fabric canopies line an open-air marketplace before a festival.

6. Marketing and Communication Tools

These tools help you stay connected with your team, promote your event, and keep attendees informed.

Slack: A team communication tool for real-time collaboration and file sharing

Hootsuite: Schedules and manages social media posts for event promotion

Mailchimp: An email marketing tool for event invites, reminders, and newsletters

7. On-Site Management Tools

On-site management tools streamline check-ins, guest lists, and event-day coordination to ensure a smooth experience for attendees.

Swoogo: Streamline event registration and check-ins for events with customizable features to create the perfectly branded guest experience

Whova: A mobile app for networking and managing event schedules

8. Feedback and Survey Tools

After the event, gathering feedback to assess satisfaction and improve future events is crucial. These tools help collect valuable insights from attendees and vendors.

SurveyMonkey: Collects post-event feedback to assess satisfaction

Typeform: A user-friendly tool for interactive surveys and forms

Smiling event organizer with clipboard talking on smartphone near festive tables in banquet hall.

Your Simple, Stress-Free Solution for Vendor Insurance

Navigating the insurance needs of your event’s vendors can feel overwhelming. Different vendors require different types of coverage, and you need to ensure that every vendor is fully insured. That’s where we come in!

One-Stop Shop

✅ Coverage for 500+ vendor types, from booths and kiosks to carts and stalls

✅ Mix and match different policy offerings based on your event and vendors

✅ Receive a custom landing page to share with vendors for ease of purchase

Simplified COI Management

✅ Become an automatic additional insured on all vendor policies

✅ Get every vendor COI delivered straight to your inbox

✅ View, verify, and download certificates from your dashboard

Quality Coverage

✅ Flexible, affordable policies that fit your vendors’ needs

✅ Customizable coverage options for short-term and annual plans

✅ Policies start at $49/event for $2 million in general liability coverage

Dedicated Support

✅ Request a free partnership consultation with our team

✅ Work one-on-one with an associate to customize a plan

✅ Get a dedicated support associate assigned to help you and your vendors anytime

Focus on Your Event, We’ve Got the COIs

Partner with Insurance Canopy today and start protecting your event and vendors with ease!

Protect My Event

FAQs About Resources for Event Planners

What Are Resources in Event Management?

Resources in event management are the tools, people, systems, and strategies you use to plan, coordinate, and execute an event. Simply put, resources help you stay organized, reduce risks, and ensure your event goes off without a hitch.

The 5 C’s of event management are:

  1. Concept
  2. Coordination
  3. Control
  4. Culmination
  5. Close

These are known as the key stages in managing a successful event. From the initial planning to the final wrap-up, understanding these elements helps you stay organized.

The 5 W’s in event planning are:

  1. Who
  2. What
  3. When
  4. Where
  5. Why

These are the fundamental questions every event organizer needs to answer to ensure a smooth and effective event.

The 7 elements of event organization are:

  1. Logistics
  2. Venue
  3. Vendors
  4. Program
  5. Attendees
  6. Budget
  7. Risk Management

A solid understanding of these elements helps you create a cohesive and successful event protected from potential issues.

To prepare for an event, you must organize logistics, vendor contracts, equipment, and a risk management plan.

One crucial but often overlooked resource is insurance for your vendors. Ensuring that vendors are covered against accidents, property damage, or legal claims is essential for avoiding potential setbacks.

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