Your Two-Part System for Successful Event and Meeting Planning

November 8, 2017


Organizing Your Digital Files

Here is one example for setting up your meeting and event planning digital files:

  1. Create an Events Folder with sub-folders for each type of event or meeting you plan.
    file 1
  2. Under each specific meeting type, create a sub-folder for each meeting you plan. Name the folder with the year followed by the month and day so that they align numerically in order, with the most recent one at the bottom. Include a folder for your planning documents for that meeting type.
    file 2
  3. Name your forms and templates using a naming convention so you can find them quickly.
    file 3

Setup Your Meeting Planning Binder

Create a meeting binder for meetings that you plan on a recurring basis, such as weekly staff meetings or board meetings. Use a sturdy and durable heavy-duty binder, like the Avery Ultralast or Heavy Duty View binders, that will last you throughout your project, so your materials and planning notes are organized and easy to access. You can model the digital file structure as a starting point and then add additional sections of information as you plan your meeting.


Organize Board Meetings and Recurring Events

Whether it’s a board meeting or a regular staff meeting, you may need to include sections for the meeting agenda, individual presenters, supporting handouts, conferencing tools, and team contact lists using Avery Big Tab Printable White Label Dividers.

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Once you have your system in place for recurring events or meetings, these are also good dividers to use in the resources section of the binder where you can organize vendor information, contacts, catering menus, contracts, etc. The large printable area on these tabs can be customized with vendor names, phone numbers, email addresses, and more to keep all of the information you need at your fingertips.


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Coordinate Larger Events and Conferences

For a larger event, such as a sales conference or training seminar, you may need binder sections for your project plan, budget and finance, vendors and suppliers, meeting agendas, meeting minutes, registration, speakers, sponsorship, venue, tradeshow booths, marketing materials, surveys, and even individual planning committees! The Avery Ready Index Customizable Table of Contents Dividers come in a variety of options (preprinted with numbers 1-5 up to 1-32) so you can mimic as many digital folders as you need, and you can customize section titles with your printer or handwrite them on the fly. I like these because I can organize lots of material quickly and continue adding sections of information as I plan the event.


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The preprinted Avery Ready Index January to December dividers are also a great secondary set of dividers to include in your binder – especially for events that require a much longer planning period between events. For planning board meetings or long-term events, I like to use the preprinted January to December tabs as ticklers or reminders for the various things I need to do each month leading up to the event.


Good Systems Help You Manage Events Like a Pro

When you think in terms of creating a system for setting up your digital files and meeting planning binders, you’ll be ready to quickly update or refer to the important details throughout the planning process and keep things running smoothly from start to finish!  

© 2017 Julie Perrine International, LLC

Julie Perrine, CAP-OM, is the founder and CEO of All Things Admin, providing training, mentoring and resources for administrative professionals worldwide. Julie applies her administrative expertise and passion for lifelong learning to serving as an enthusiastic mentor, speaker and author who educates admins around the world on how to be more effective every day. 

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