You know where things are and you know what you need. You’ve been grocery shopping for your family for ten years. Sure, you know everything you need in your head. My workflow and checklist are the only things that keep me sane and on track when I’m juggling 12 weddings at once.Ī favorite metaphor of mine is this: imagine heading to the grocery store to stock up on multiple items without a list. Trust me, a few hours of your time is completely worth it to have an end product that you will use for every single event you plan for years and years to come. In order to clearly define your workflow, you need to be willing to carve out a few hours where you focus solely on this. We break down the process of defining your workflow over on the blog, but the basics of it are this: you will be ten times more efficient and effective if you have a clearly defined process (with specific line items) that you follow for every single event you plan. The first step to using the checklist is to define your workflow.
On my checklist how to#
To learn more about how to customize your checklist template, click here.
You’ll be using it for every wedding you plan-you want it to feel familiar. We even recommend editing the existing text to make it sound like you were the one who wrote it. To make the list work for you, we encourage you to dive right in and begin editing existing items on the template, removing items all together and/or adding items of your own. That being said, this is just the default checklist template we offer.
On my checklist pro#
The overall process, though, should be the same for every event you plan-that’s where the time-saving comes in.īecause every wedding pro approaches the planning process differently, our default checklist is centered around everything a couple needs to do to plan their wedding or event. Then, within each project, you can tweak that template (only if necessary) to make it work for that specific event. You should always have your one primary checklist template (for each of the different services you offer) that you apply to each and every wedding, event or project you plan. It’s an evergreen list that allows you to categorize items, set due dates for tasks and assign tasks to different people involved in the process. The checklist is essentially your bible for the planning process.
0 kommentar(er)
