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Event Planning Processes – From Consultation to Event

November 27, 2019

How to Hire an Event Planner

One of the questions we hear a lot centers around how to hire an event planner. From not knowing exactly who to hire, or what the process looks like, can be a bit intimidating if you’ve never hired for an event before.

Host Reyna Caraveo shares how to hire an event planner, and what the booking process looks like from consultation to event. While everyone’s specific process is a little bit different, there are usually common similarities you can expect with most event professionals.

How to Hire an Event Planner

Step One – Research and Inquiry

The first step for hiring an event planner would be to submit an inquiry for a consultation. We want to caution you before you send inquiries left and right, to do your research and know who you really want to work with. You don’t want to be overwhelmed later when everyone reaches out to you at the same time.

Step Two – Submit Questionnaire

After submitting your inquiry to the planner you think would be the best fit for your event, they will request you complete a questionnaire with all the event details you are able to provide. This will help you and the planner review and go over the information in the next step.

Step Three – Consultation

A consultation with an event planner is either an in person meeting, video chat, or phone call. In the consultation, the planner will lead you through an in depth questionnaire and get to know the vision behind your event. One of the reasons why consultations are such an important step in the process, is that you have the opportunity to see if both parties work well together. Clicking well with the professionals you’re trusting with your event will go a long way in the planning process.

As time consuming as it may sound to try to interview different planners and professionals to trust with your event, it’s so important that you do. Putting in the extra work and time in the beginning will save you the worry later on of if everything will go to plan like you hoped.

Let’s stay social over on Instagram!

Curious how the creative industry crosses over into the events industry? Check out this podcast episode!

Learn more about The Event Umbrella Podcast and listen on Apple PodcastsSpotify and Stitcher!


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