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It can be difficult to time out your seminars so you have enough time to prepare but also keep your workflow smooth and don't end up with lots of work left right before the seminar starts. Luckily, Dunham has a sample seminar planning timeline that you can use for your next event.

We have created the following timetable and checklist to help you through the process of planning and delivering this client seminar. We suggest you begin six to eight weeks before the event.

Some steps in your comprehensive plan will require much less time the second or third time around. By the time you prepare for your third client event, you may be able to eliminate some steps, such as rehearsing. Delegate tasks whenever possible. This will allow you to focus on your primary role as a relationship builder.

This timeline is not written in stone. You can adapt and customize each step to suit your needs.

6 to 8 weeks before the event

[ ] Step 1. Create your invitation list.
[ ] Step 2. Assemble your team.
[ ] Step 3. Select and book the event location.

4 to 6 weeks before the event

[ ] Step 4. Prepare your seminar materials.
[ ] Step 5. Prepare your presentation.
[ ] Step 6. Plan your audiovisual needs.
[ ] Step 7. Invite your clients and request referrals.

4 weeks before the event

[ ] Step 8. Follow up with clients and referrals by phone and email.

2 weeks before the event

[ ] Step 9. Confirm client and referral attendance by phone and email.

1 week before the event

[ ] Step 10. Review and rehearse your presentation.
[ ] Step 11. Confirm all event details.

The day before the event

[ ] Step 12. Confirm attendance of participants by phone and email.

As mentioned, you can adapt this timeline to suit what you have to do if need be. Add more or less items depending on what you need to do and how much you already have prepared. For a more detailed client seminar guide example, click here to download Dunham’s Document Organization Client Seminar Guide. This guide can be adapted for any subject, or to obtain the rest of the Document Organization Marketing Campaign, call us at (858) 964-0500.

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