Learn how to become an Event Planner from Udemy

What's inside

Learning objectives

Creating a vision
Event marketing
Event production
Event design
How to set goals and objectives

Event project management
Risk management
Financial management and budgeting
Site and venue management
Building a portfolio

Creating a vision
Event marketing
Event production
Event design
How to set goals and objectives
Event project management
Risk management
Financial management and budgeting
Site and venue management
Building a portfolio

Syllabus

Meet your Instructor and overview of the course

Instructor Introduction Video

Introduction to the course

Have knowledge of what a vision is and how to create a vision for an event.

The student will learn the components of creating a vision for an event.

After completing this module the student will be able to define their goals and objectives for their event clearly using the SMART Goal system.

After completing this module the student will be able to define project scope, create a project roadmap, have knowledge of contracts, and know how to construct and submit an RFP.

This module teaches the basics of risk management. The student should come away knowing what risks in event planning are, and how to manage them. There is a link to a SWOT analysis included in the module. Students will also have an event & safety plan checklist to download.

Students will learn the basics of budgeting and accounting in events. They will be reviewing basic accounting procedures and learning about setting up cash handling protocols.

The student will know the criteria on selecting a site, different types of venues, how to design a site layout, and how to do a basic site inspection.

Students will know how to develop a marketing plan and how to implement it. They will also discover marketing channels of distribution, and the importance of branding and message.

Students will learn the design process, how to engage speakers, the basic components of a speaker contract and the basics of a hybrid event.

Students will learn the main components of an Events Specification Guide (ESG) and will be able to scale a version that will best fit their needs.

Students will walk away knowing how to build their portfolio event even if they have never planned an event.

This quiz covers all 10 of the modules covered.

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what should give you pause

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Taught by a CMP (Certified Meeting Professional), which indicates adherence to industry standards and best practices

Covers financial management and budgeting, which are essential for the success and sustainability of any event planning business

Includes risk management training, which is crucial for identifying and mitigating potential issues that could disrupt an event

Explores event marketing, which is essential for attracting attendees and promoting events effectively across various channels

Teaches how to create a portfolio, even without prior experience, which is valuable for showcasing skills to potential clients

Requires students to understand the SMART method, which may require additional research for those unfamiliar with this goal-setting framework

Reviews summary

Professional event planning fundamentals

Learners say this course provides a solid foundation ideal for beginners looking to enter the event planning industry. Many highlight the instructor as knowledgeable and engaging, sharing practical, real-world advice. Students particularly value the tangible resources provided, such as templates for budgeting and RFPs, and the guidance on building a portfolio before securing clients. While the course covers all the essentials and helps build confidence, some feel it can be too basic or lacking sufficient depth in certain areas like advanced financials, marketing types, or legal aspects, suggesting it serves best as a starting point rather than a comprehensive guide for experienced planners.

Helpful guidance on creating your professional portfolio.

"The segment on building a portfolio before getting clients was a game-changer."

"The portfolio module was particularly helpful for getting started."

"I walked away knowing how to build my portfolio even if I had never planned an event."

Excellent starting point for new event planners.

"A solid introduction to event planning."

"Good for absolute beginners..."

"Excellent foundation course!"

Provides useful templates and tools for planning.

"The templates and resources provided are invaluable."

"The resources like templates for budgets and RFPs are super practical."

"I particularly appreciated the modules on budgeting and site selection."

Instructor provides practical, clear guidance.

"The instructor is incredibly knowledgeable and shares practical, real-world advice."

"The instructor is amazing! So clear, concise, and enthusiastic."

"The instructor is engaging and breaks down complex topics simply."

Content can be basic, needing more detail.

"...it's very basic. If you have any prior experience... you might find it too superficial."

"Found this course to be too general. It touches on many topics but doesn't go deep enough..."

"I wish there was more on marketing specifically for different event types..."

"Would have liked more on contracts and legal aspects."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Learn how to become an Event Planner with these activities:

Review 'The Event Planner's Handbook'

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Familiarize yourself with industry-standard practices and gain a broader understanding of the event planning landscape.

View Weddings: The Essential Guide to Organising... on Amazon

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Obtain a copy of 'The Event Planner's Handbook'.
Read the chapters relevant to the course modules.
Take notes on key concepts and best practices.

Review Basic Accounting Principles

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Strengthen your understanding of financial management and budgeting, which are crucial for successful event planning.

Browse courses on Accounting

Show steps

Review basic accounting principles online.
Practice creating a simple budget.

Plan a Mock Event

Show steps

Apply the concepts learned in the course by planning a hypothetical event from start to finish.

Show steps

Choose a type of event (wedding, corporate, etc.).
Define the event's vision, goals, and objectives.
Create a budget and timeline.
Develop a marketing plan.
Design the event layout and select vendors.

Four other activities

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Develop an Event Safety Plan Checklist

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Solidify your understanding of risk management by creating a comprehensive safety plan checklist for events.

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Research common event safety hazards.
Create a checklist of safety measures.
Organize the checklist by event phase.

Build a Portfolio Website

Show steps

Showcase your skills and experience by creating a professional portfolio website.

Show steps

Choose a website platform (e.g., Wix, Squarespace).
Select a template and customize it.
Add information about your skills and experience.
Include examples of your work (mock events, designs, etc.).

Attend an Event Planning Conference

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Expand your network and learn from industry professionals by attending an event planning conference.

Show steps

Research event planning conferences in your area.
Register for a conference and plan your attendance.
Attend sessions and network with other attendees.
Follow up with contacts after the conference.

Review 'Event Planning: The Ultimate Guide'

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Gain a broader understanding of the event planning industry and explore different event types.

View Marketing Your Event Planning Business on Amazon

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Obtain a copy of 'Event Planning: The Ultimate Guide'.
Read the chapters relevant to your interests.
Identify areas for further research.

Career center

Learners who complete Learn how to become an Event Planner will develop knowledge and skills that may be useful to these careers:

Corporate Event Planner

Corporate Event Planners plan events for businesses, such as conferences, product launches, and team-building activities. You will learn the foundations of event planning in this course, which applies directly to corporate events. The course's emphasis on event project management, financial management, and event marketing are critical for corporate events. As a Corporate Event Planner, you must create a vision, and this course covers that. You will also benefit from risk management awareness, which is covered in the course.

See salaries and explore the career path for Corporate Event Planner

Special Events Coordinator

A Special Events Coordinator focuses on planning and executing unique and memorable events such as galas, concerts, and themed parties. This course helps build a foundation for special events due to its coverage of essential topics like event marketing, event production, and event design. As a Special Events Coordinator, you will need to manage budgets, which this course explores. Risk management, addressed in the course, is necessary to handle unexpected issues.

See salaries and explore the career path for Special Events Coordinator

Event Coordinator

An Event Coordinator is responsible for the logistical aspects of events, ensuring everything runs smoothly. This course helps build a foundation for the role by covering essential topics like site and venue management, event production, and risk management. You will gain tangible resources to feel confident in the field. The course's emphasis on financial management and budgeting may be helpful as you manage event finances. As an Event Coordinator, you will need to set objectives, which this course also covers.

See salaries and explore the career path for Event Coordinator

Conference Organizer

Conference Organizers specialize in planning and managing large conferences, from logistics to speaker selection. The essential topics in this course, such as site and venue management, event production, and financial management, may be useful for managing the complexities of conference planning. The course covers building a portfolio, which is helpful for demonstrating your experience. Conference Organizers also need to engage speakers, which is discussed in the course.

See salaries and explore the career path for Conference Organizer

Meeting Planner

A Meeting Planner focuses on organizing meetings, conferences, and seminars, often for businesses. This course may be helpful as it provides an overview of event project management, which is essential for planning successful meetings. The course also covers site and venue management, a critical aspect of meeting planning. With a strong understanding of financial management and budgeting, thanks to this course, a Meeting Planner can effectively manage meeting costs. The course's focus on creating a vision and event design may also be helpful for creating engaging and productive meetings.

See salaries and explore the career path for Meeting Planner

Tourism Event Planner

A Tourism Event Planner creates and manages events that attract tourists to a specific location or region. This course's foundations of event planning may be helpful, especially the focus on event marketing and creating a vision. You will need to select a site for the event, which is discussed in the course. As a Tourism Event Planner, you will need to understand financial management, which the course covers.

See salaries and explore the career path for Tourism Event Planner

Wedding Planner

A Wedding Planner specializes in organizing and coordinating weddings, ensuring the special day is seamless. This course will introduce you to the foundations of event planning, which easily applies to weddings. You will learn how to create a vision and event design, which are crucial for making each wedding unique. The course's coverage of financial management and budgeting may be helpful to manage wedding expenses. Risk management, as studied in the course, is relevant for anticipating and resolving potential issues during a wedding.

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Fundraising Coordinator

A Fundraising Coordinator plans and executes fundraising events to support nonprofit organizations. This course may be useful because it emphasizes event marketing and financial management, both critical for successful fundraising campaigns. The course's focus on building a portfolio empowers a Fundraising Coordinator to showcase successful events. By understanding risk management, you can navigate the challenges of fundraising events. This course's coverage of setting goals and objectives may be helpful for aligning fundraising efforts with organizational goals.

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Brand Activation Manager

Brand Activation Managers create engaging experiences that promote brand awareness and loyalty. This course may benefit Brand Activation Managers, especially the coverage on event marketing, event production, and event design. A Brand Activation Manager benefits from knowing how to create a vision, which is covered in the course. The course may help with financial management and budgeting, which is relevant to this role.

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Exhibition Planner

Exhibition Planners are responsible for organizing trade shows, conferences, and other large-scale exhibitions. This course covers site and venue management, a critical aspect of exhibition planning. You may find the course's exploration of event production, financial management, and event project management helpful as you manage the complexities of large exhibitions. The course's emphasis on event design may be useful as you create visually appealing and engaging exhibition spaces. As an Exhibition Planner, you will need risk management skills, which this course may help you develop.

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Festival Organizer

Festival Organizers plan and execute festivals, managing all aspects from logistics to entertainment. This course can help develop a foundation in event planning, which is directly relevant to festival organization. The course's coverage of site and venue management, event production, and event design applies to the setting and atmosphere of a festival. Additionally, the course's focus on risk management may be helpful for anticipating and addressing potential hazards. The course's exploration of financial management and budgeting is also relevant for managing festival finances.

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Catering Manager

Catering Managers oversee the food and beverage services for events, ensuring quality and customer satisfaction. This course's knowledge of site and venue management may be useful when planning catering services for optimal efficiency and presentation. The financial management and budgeting knowledge covered in this course can help manage catering costs effectively. Additionally, the course's insights into creating a vision and understanding event design may be helpful for creating cohesive and memorable experiences.

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Hospitality Manager

Hospitality Managers oversee the operations of hotels, resorts, and other hospitality venues, ensuring guest satisfaction. While this role typically requires experience and may require a relevant degree, this course may still be useful. The knowledge of site and venue management may be useful in a hospitality setting. This course's risk and financial management knowledge may also be helpful in a hospitality role. This course may help develop a foundation upon which to build.

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Public Relations Specialist

A Public Relations Specialist manages a company's public image and communications. This course helps build a foundation for event planning concepts, which is just one part of what a public relations specialist does. A Public Relations Specialist may utilize events in their field, and would benefit from the event marketing knowledge in the course. You will need to set objectives, and this course may help you to do so.

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Business Development Manager

The Business Development Manager is responsible for identifying and pursuing new business opportunities for a company. This course may be useful for planning and executing events to attract and engage potential clients. Event marketing is highly relevant to this role. The course's emphasis on creating a vision may be useful when creating new business. This course may help develop a basic foundation for business development planning.

See salaries and explore the career path for Business Development Manager

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Learn how to become an Event Planner.

Weddings

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This handbook provides a comprehensive overview of the event planning process, covering everything from initial concept to post-event evaluation. It's a valuable resource for understanding industry best practices and developing essential skills. The book is particularly helpful for grasping the practical aspects of event execution and can serve as a useful reference throughout the course.

Weddings: The Essential Guide to Organising Your...

Paperback

Marketing Your Event Planning Business

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Provides a broad overview of the event planning industry, covering various event types and management techniques. It's a good resource for understanding the different facets of event planning and gaining a holistic perspective. While not as detailed as some specialized texts, it offers a solid foundation for further learning and exploration.

Marketing Your Event Planning Business

Paperback

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Marketing Your Event Planning Business

Kindle Edition

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Learn how to become an Event Planner

What's inside

Learning objectives

Syllabus

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Reviews summary

Professional event planning fundamentals

Activities

Career center

Reading list

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