Conference Planning Guide

How to Plan a Successful Conference: A Step-by-Step Guide

Planning a conference is one of the most rewarding things you can do. The sense of satisfaction that comes with watching throngs of attendees interact with what you worked so hard and long to create keeps us coming back for more, despite the sometimes-crazy hours, stress and hard work. But, as we all know, planning a conference is also a huge project not to be taken lightly. To help you in your journey, we’ve created a quick and dirty high-level guide on how to plan a successful conference. This guide provides a solid foundation for those who are new to conference planning, and veteran planners should find a few new tips and ideas, too.

KPIs and reporting

Every conference planner reports to somebody—it could be a director of marketing, a CEO, or a board of directors. Set up a regular reporting and check-in schedule them with regular updates throughout the planning process is important for keeping your event on track and keeping your bosses happy.

Once you have your goals and objectives, identify clear key performance indicators (KPIs) and metrics that will help you track and measure progress toward achieving each stated goal and objective. Metrics you could look at include registration numbers, mobile app usage, sponsorship revenue, percent of expo booth spaces filled and post-event survey scores.

To delve deeper into conference KPIs and reporting, check out Essential Conference Planning KPIs for Event Managers and 9 Important Metrics for Tracking Event Success.

The Data-Driven Event Guide

Optimizing Your Event with Data

Download our Guide to Optimizing Your Event with Data and Evaluations and you’ll learn how to…

  • strategically identify relevant data
  • optimize your data collection and evaluation processes
  • connect your data for easier analysis
  • select the analysis approach that makes sense for your needs