Example SOPs: Convention Planner

We’ve made it easy for you to build your Convention Planner SOPs. Add the example SOPs to our SOPs template and then customise them to suit your specific systems & processes.

Need help setting up your Convention Planner SOPs library? Speak to our team about our SOP starter templates that are tailored to your specific industry.

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Convention Planner SOPs

Creating Standard Operating Procedures for your Convention Planner work can be difficult and take time. That’s why we’ve created these example Convention Planner SOPs so you can jumpstart your SOP creation process. We want to help you set up your Event Planning systems and processes by taking these sample SOPs and building out your own SOPs template library. By having all your Event Planning procedures in one place, your team will have the information they need at all times. Let’s look at some Convention Planner SOP examples.

Convention Planner SOP Examples

1. Event Planning SOP: The purpose of this SOP is to outline the step-by-step process for planning and organizing a successful convention. It includes tasks such as determining the event objectives, creating a budget, selecting a venue, coordinating with vendors, managing registrations, and developing a detailed event timeline. The scope of this SOP covers all aspects of event planning, from initial concept to post-event evaluation. The convention planner is responsible for following this SOP and ensuring its implementation. This SOP references other related SOPs such as Vendor Management SOP, Budgeting SOP, and Registration Management SOP.

2. Vendor Management SOP: This SOP aims to establish guidelines for selecting, contracting, and managing vendors for the convention. It includes procedures for identifying potential vendors, requesting proposals, negotiating contracts, and monitoring vendor performance. The scope of this SOP covers all vendor-related activities, including food and beverage, audiovisual equipment, transportation, and entertainment. The convention planner is responsible for overseeing vendor management and ensuring compliance with this SOP. This SOP references the Event Planning SOP for overall context and the Budgeting SOP for financial considerations.

3. Budgeting SOP: The purpose of this SOP is to provide a framework for creating and managing the budget for the convention. It includes procedures for estimating costs, allocating funds to different expense categories, tracking expenses, and reconciling the budget. The scope of this SOP covers all financial aspects of the convention, including revenue projections, sponsorship opportunities, and cost control measures. The convention planner, in collaboration with the finance department, is responsible for developing and maintaining the budget according to this SOP. This SOP references the Event Planning SOP for context and the Vendor Management SOP for vendor-related budget considerations.

4. Registration Management SOP: This SOP outlines the process for managing attendee registrations for the convention. It includes procedures for setting up an online registration system, collecting attendee information, processing payments, and issuing confirmations. The scope of this SOP covers all aspects of registration management, including attendee communication, data privacy, and on-site registration procedures. The convention planner, in coordination with the registration team, is responsible for implementing this SOP. This SOP references the Event Planning SOP for overall context and the Budgeting SOP for financial considerations related to registration fees.

5. Marketing and Promotion SOP: The purpose of this SOP is to guide the convention planner in developing and executing effective marketing and promotion strategies. It includes procedures for creating marketing materials, utilizing social media platforms, coordinating media partnerships, and measuring the success of marketing efforts. The scope of this SOP covers all marketing and promotional activities leading up to and during the convention. The convention planner, in collaboration with the marketing team, is responsible for following this SOP. This SOP references the Event Planning SOP for context and the Registration Management SOP for attendee communication coordination.

6. On-Site Operations SOP: This SOP outlines the procedures for managing on-site operations during the convention. It includes tasks such as setting up registration desks, coordinating with vendors, managing event logistics, and addressing any unforeseen issues. The scope of this SOP covers all on-site activities, including attendee flow, room setup, audiovisual support, and emergency response protocols. The convention planner, in collaboration with the operations team, is responsible for implementing this SOP. This SOP references the Event Planning SOP for overall context and the Vendor Management SOP for vendor coordination during the event.

7. Post-Event Evaluation SOP: The purpose of this SOP is to establish a process for evaluating the success of the convention and identifying areas for improvement. It includes procedures for collecting feedback from attendees, analyzing event metrics, conducting post-event surveys, and preparing an evaluation report. The scope of this SOP covers the post-event evaluation phase, including data analysis and reporting. The convention planner, in collaboration with the evaluation team, is responsible for following this SOP. This SOP references the Event Planning SOP for context and the Budgeting SOP for financial evaluation considerations.

8. Risk Management SOP: This SOP aims to identify and mitigate potential risks associated with the convention. It includes procedures for conducting risk assessments, developing contingency plans, ensuring compliance with safety regulations, and communicating emergency procedures to attendees and staff. The scope of this SOP covers all risk management activities, including security, health and safety, and crisis management. The convention planner, in collaboration with the risk management team, is responsible for implementing this SOP. This SOP references the Event Planning SOP for overall context and the On-Site Operations SOP for on-site risk management protocols

 

Convention Planner SOP Templates

Looking for SOP templates for your Convention Planner work? We’ve got you covered. You can build out your company SOPs using the sample SOP information above (added to our template) or our team can put together a starter SOPs template based on your Convention Planner work. Get in touch if you’ve got questions about the quickest way to build out your Event Planning SOPs library.