Event Planning Timeline
Month-by-month planning checklist with deadlines
The Prompt
The Prompt
Create a backward-planned Event Planning Timeline for [ORGANIZATION NAME]’s [EVENT NAME] on [EVENT DATE].
REQUIRED INPUTS (fill these in):
- [ORGANIZATION NAME]: Your nonprofit’s name
- [EVENT NAME]: e.g., “Annual Spring Gala,” “Community Health Fair,” “Donor Breakfast”
- [EVENT DATE]: MM/DD/YYYY
- [EVENT TYPE]: Select one: Gala/Fundraising Dinner | Conference/Summit | Community Festival | Donor Cultivation Event | Auction | Walk/Run | Other: ______
- [EXPECTED ATTENDANCE]: Number (e.g., 75, 250, 500)
OPTIONAL INPUTS (include if relevant):
- [BUDGET RANGE]: e.g., “$5K–10K,” “$25K–50K,” “$100K+” (total event budget)
- [REVENUE TARGET]: e.g., “Net $50K,” “Gross $100K,” “N/A (friend-raising)”
- [SPONSORSHIP GOAL]: e.g., “$30K from 6 sponsors,” “3 x $10K presenting,” “N/A”
- [VENUE TYPE]: e.g., “Hotel ballroom,” “Outdoor park (rain plan),” “Community center,” “Virtual/Hybrid”
- [TEAM SIZE]: e.g., “2 FT + 5 volunteers,” “Solo ED + board committee,” “3-person dev team”
- [AUDIENCE]: e.g., “Major donors,” “Families,” “Corporate partners,” “Alumni”
- [KEY CONSTRAINTS]: e.g., “First-time event,” “Venue must be booked by X,” “Limited AV,” “Board approval >$5K”
- [SPECIAL REQUIREMENTS]: e.g., “Bilingual Spanish/English,” “Kosher,” “ASL,” “Live + silent auction,” “Hybrid”
- [TONE] (applies to entire output; defaults to WARM if not provided): FORMAL | WARM | CASUAL
OUTPUT FORMAT (deliver in two parts):
- PART 1: Executive Summary (200–300 words)
- Event overview and goals
- Critical path (top 5–7 must-hit milestones with rationale)
- Key risks + mitigations (vendor timelines, approvals, weather/tech, budget)
- Resource summary (team/volunteers/vendors; highlight gaps)
- PART 2: Detailed Timeline Table
- Columns: Milestone Phase | Task | Owner | Due Date (calendar) | Lead Time | Duration | Dependencies | Priority (P1/P2/P3) | Status (Not Started/In Progress/Blocked/Done) | Notes/Risks (include mitigation) | Cost/Revenue Impact
- Owner options: Development/Programs/Comms/Finance/ED/Board/Volunteer Lead/Vendor (or specific titles)
TIMELINE ANCHORS (compute actual calendar dates from [EVENT DATE] and show both anchor and date):
- T-6m | T-4m | T-3m | T-2m | T-1m | T-2w | T-1w | Event Day | T+1d | T+1w | T+1m
CONTENT REQUIREMENTS BY PHASE (adapt to event type; keep scope realistic for small teams):
- T-6m (include if [EXPECTED ATTENDANCE] > 150 or [BUDGET RANGE] > $25K; otherwise, condense into T-4m)
- Venue short-list, site visits, contract signed, deposit paid; insurance/COI requirements noted [LEAD-TIME FLAG]
- Draft budget + revenue model; approval path (board/finance)
- Event committee formed; meeting cadence set
- Save-the-date strategy (channels, list segments); design brief opened [TEMPLATE]
- T-4m
- Sponsorship track begins: prospect list (20–30), benefits matrix/deck, outreach cadence (email + call every 2 weeks), meeting schedule; goal tracking
- Vendor RFPs: catering, AV, rentals, printing; compare bids; select vendors; contracts [LEAD-TIME FLAG; add 10–15% buffer]
- Permits/licensing (alcohol, park/street use); security if needed [LEAD-TIME FLAG]
- T-3m
- Marketing/registration launch: platform setup (Eventbrite/Classy/etc.), event page (accessible: alt text, contrast, keyboard nav), email/social/web/partner plan with cadence; conversion checkpoints (25% by T-2m; 60% by T-1m; 85% by T-2w)
- Sponsorship agreements executed; invoices sent; W-9/ACH details; benefits tracker
- Program outline: theme, speakers/emcee/honorees holds; initial run-of-show
- T-2m
- Volunteer roles/descriptions posted; recruitment sources; captain assignments; background checks (2–3 weeks if required)
- Auction procurement (if applicable): solicitation list, intake form, item descriptions/photos, FMV; tracking sheet [TEMPLATE]
- Creative/printing briefs (invites, signage, program); sponsor logo/asset deadlines for print/slide inclusion [LEAD-TIME FLAG; add 10–15% buffer]
- Accessibility plan locked: ASL/interpretation holds; dietary accommodation flow; ADA seating; SSV duty
- Schedule an Accessibility Audit checkpoint at T-6w (venue ADA, registration form accessibility, wayfinding, sensory considerations)
- T-1m
- Marketing push: reminder emails, social countdown, partner boosts; press/community calendars
- Mobile bidding/payment tools configured and tested; merchant account/PCI; backup manual forms
- Program ad final deadline; slides template to speakers; collect bios/headshots
- Draft run-of-show v2 with cues; rehearsal date set
- T-2w
- Final attendance push; catering guarantee submitted (set internal deadline 3–5 days earlier) [LEAD-TIME FLAG]
- Run-of-show final: scripts, AV cues, fundraising moments (live auction lots, paddle raise levels, pledge text)
- Volunteer training conducted; comms tree and arrival logistics distributed
- Signage and printed materials to printer; proof approvals [LEAD-TIME FLAG; 10–15% buffer]
- Sponsor recognition assets finalized (banners, step-and-repeat, slides, program listings)
- T-1w
- Logistics lock: floorplan, rentals delivery/pickup windows, load-in/out schedule; parking/transportation plan; coat check
- Full tech/payment rehearsal; backup hotspots; spare card readers; charging kits
- Emergency plan (medical/weather/evacuation/tech failure); roles and contacts; incident log template [TEMPLATE]
- Dietary needs to caterer; seating chart finalized
- Event Day
- Load-in timeline by vendor; check-in setup; signage placement; brief volunteers; green room/speaker check
- Execute run-of-show; real-time issue tracker; photo/video capture plan
- On-site sponsor stewardship; pledge capture verification; end-of-night payment reconciliation start
- T+1d
- Segmented thank-yous (attendees, donors, sponsors, volunteers, speakers) with photos/link to album
- Staff/lead volunteer debrief (quick wins/issues); top 3 fixes documented
- T+1w
- Pledge/AR follow-up; auction item delivery/certificates; expense/revenue reconciliation in progress
- Sponsor thank-you calls; preliminary impact metrics; fulfillment steps/next touch scheduled
- Upload CRM data; tag attendees; opt-outs honored [TEMPLATE]
- T+1m
- Final revenue/expense report; KPIs (attendance vs goal, net, CPDR, sponsor retention, volunteer satisfaction)
- Sponsor stewardship reports (photos, metrics, quotes); renewal prompts if appropriate
- Board report; “Template for next year” notes (what worked, vendors, timeline tweaks) [TEMPLATE]
FUNDRAISING ELEMENTS (ensure included where applicable):
- Auction: procurement calendar, item intake/photo, packaging, mobile bidding setup, preview catalog, item pickup/delivery, unsold items plan
- Paddle raise: levels set, impact statements, pledge capture process, MC script, spotters, reconciliation steps
- Payment processing: merchant setup, reader inventory, fee modeling, nightly reconciliation, refund policy
VOLUNTEERS (start T-8–4w):
- Role descriptions, recruitment sources, screening/background checks, shifts, captains, training, comms plan, recognition
LOGISTICS:
- Rentals/floorplan/signage; transportation/parking; dietary needs; sustainability (digital programs, compostables, food donation); contingency/rain plan; emergency roles; COIs
RULES AND QUALITY BARS:
- Calculate and display actual calendar dates for every task based on [EVENT DATE]
- Build 10–15% buffer into external deliverables; flag vendor lead times (venue, catering guarantees, AV, printing, permits, COIs) clearly
- Mark recurring tasks with [TEMPLATE] to enable reuse next year
- Prioritize critical path with Priority levels (P1/P2/P3); note domino effects if delayed
- Tone: use the selected [TONE] (FORMAL/WARM/CASUAL) for the entire output; default is WARM and practical, with clear, jargon-free language
TASK FORMATTING EXAMPLES:
- DO: “Secure venue: tour 3 options, negotiate terms, sign, pay $2,500 deposit — Owner: Development — Due: 02/14/2025 — Lead Time: 6 weeks — Duration: 3 weeks — Dependencies: budget approval — P1 — Notes/Risks: hold expires 2/10; mitigation: internal deadline 2/7 — Cost Impact: $2,500 deposit”
- DO: “Sponsor outreach batch 1: 12 prospects, personalized asks — Owner: Development — Due: 03/01/2025 — Lead Time: 2 weeks — Duration: 5 days — Dependencies: deck approved — P1 — Revenue Impact: est. $15K pipeline”
- DON’T: “Plan logistics” or “Engage stakeholders”
COMPLEXITY ADJUSTMENTS (apply if [EXPECTED ATTENDANCE] > 200 OR [BUDGET RANGE] > $50K):
- Add: professional day-of coordinator, security plan/vendor, additional site visit/walkthrough, valet/traffic control, staging/lighting design, dedicated registration lead, backup internet, additional rehearsal, photo/video shot list, sponsor activation build-outs
DELIVERABLE:
- Provide the 200–300 word Executive Summary followed by a complete timeline table (40–60 specific, dated tasks across all phases). If optional inputs are missing, make reasonable assumptions and state them briefly in the Executive Summary. If any required input is missing, ask for it before proceeding.
How to Customize
- Replace all [BRACKETED] fields with your specific information
- Adjust tone and length as needed for your audience
- Review and personalize before using
Pro Tips
- Test this prompt with your preferred AI tool before using in production
- Always review AI output for accuracy and appropriateness
- Customize outputs to match your organization’s voice and brand
Related Prompts
(See other prompts in the events category)
Example Outputs
Compare scenarios: We tested this prompt with 3 different nonprofit contexts. Each scenario shows outputs from GPT-5, Claude, and Gemini. Select a model above each scenario to compare.
Small Community Org
Rural public health coalition focused on food security and wellness serving farmworker families; community-focused donor base with local small business sponsors.
View scenario details
PART 1: Executive Summary (CASUAL)
Event overview and goals - Host: Otero County Food & Wellness Coalition - Event: Harvest Health Fair & Block Party (Community Festival) - Date: 09/21/2026 - Size: 120 attendees (families and local small businesses) - Assumptions: Outdoor park with a rain plan; limited AV; first-time event; rural vendor options are limited; board approval needed for expenses >$5K. Budget $5K–10K (assume $7.5K), target net $8K with ~$5K from 5 sponsors, plus vendor fees and day-of donations. Bilingual Spanish/English, ASL on main stage, ADA portable ramps, compostables only. Team: Solo ED + board committee + volunteers.
Critical path (must-hit milestones) 1) Board approval + budget lock (by 04/10/26) to greenlight spend and contracts. 2) Venue secured (by 04/29/26) to meet the 05/01/26 requirement and open permits. 3) Permits submitted (by 06/08/26) with 12% timeline buffer due to rural processing. 4) Sponsorship deck + outreach live (by 05/01–05/12/26) to fund early deposits. 5) Marketing/registration launch (by 06/22/26); conversion checkpoints at 7/21, 8/21, 9/7. 6) Vendor selections (rentals/AV/printing/restrooms/power) by 06/19/26 with buffers. 7) Final logistics/tech rehearsal (week of 09/14/26), then lock floorplan and load-in.
Key risks + mitigations - Vendor lead times/limited options: start RFPs early; hold backups; add 12% time/cost buffer [LEAD-TIME FLAG]. - Weather: tents/rain plan locked; clear go/no-go timeline; park drainage check. - Approvals: board approval scheduled early; permits in by 06/08. - Tech/payment: backup hotspots, extra readers, manual forms; limited AV simplified. - Budget: sponsorship cadence every 2 weeks; printing scope control; compostables bulk order.
Resources - Team: ED lead; board sponsorship sub-committee; Volunteer Lead (captains, check-in, sustainability). - Vendors: rentals/stage/PA, restrooms, printer, compost hauler, food trucks; ASL interpreters. - Gaps: day-of logistics captain preferred; Spanish-language social amplification partners.
PART 2: Detailed Timeline Table
Timeline anchors (from event 09/21/2026): - T-6m: 03/21/2026 - T-4m: 05/21/2026 - T-3m: 06/21/2026 - T-2m: 07/21/2026 - T-1m: 08/21/2026 - T-2w: 09/07/2026 - T-1w: 09/14/2026 - Event Day: 09/21/2026 - T+1d: 09/22/2026 - T+1w: 09/28/2026 - T+1m: 10/21/2026
T-4m (condensed early setup from T-6m due to small size/budget) 1) Milestone Phase: T-4m | Task: Form event committee; set biweekly 30-min standups — Owner: ED | Due Date: 04/03/2026 | Lead Time: 24 weeks to event | Duration: 2 days | Dependencies: none | Priority: P1 | Status: Not Started | Notes/Risks: Keep meetings time-boxed; agenda [TEMPLATE] | Cost/Revenue Impact: $0 2) T-4m | Draft event budget + revenue model; fee modeling — Owner: Finance | Due: 04/08/2026 | Lead Time: 23w | Duration: 3 days | Dependencies: committee formed | P1 | Not Started | Notes: Include 12% vendor buffer; include rain plan costs | Cost: plan cap $7.5K 3) T-4m | Board approval >$5K threshold (consent or vote) — Owner: Board | Due: 04/10/2026 | Lead Time: 23w | Duration: 1 day | Dependencies: budget draft | P1 | Not Started | Notes: Provide 1-pager + budget summary [TEMPLATE] | Cost: $0 4) T-4m | Venue shortlist (3), site visits — Owner: ED | Due: 04/17/2026 | Lead Time: 22w | Duration: 1 week | Dependencies: board approval | P1 | Not Started | Notes: Confirm power, restrooms, water, shade | Cost: $0 5) T-4m | Secure venue: negotiate, sign, pay deposit [LEAD-TIME FLAG] — Owner: ED | Due: 04/29/2026 | Lead Time: 21w | Duration: 1 week | Dependencies: shortlist complete | P1 | Not Started | Notes: Deadline 05/01/26; add 12% cost/time buffer in contract clauses | Cost Impact: est. $500 deposit 6) T-4m | Insurance/COI requirements noted; add to vendor checklist — Owner: Finance | Due: 04/30/2026 | Lead Time: 21w | Duration: 2 days | Dependencies: venue contract | P1 | Not Started | Notes: Track COIs in shared folder [TEMPLATE] | Cost: $0 7) T-4m | Rain plan defined; tent holds placed [LEAD-TIME FLAG] — Owner: ED | Due: 04/29/2026 | Lead Time: 21w | Duration: 3 days | Dependencies: venue secured | P1 | Not Started | Notes: 12% buffer; add flexible cancellation terms | Cost Impact: $0–$200 hold fee 8) T-4m | Vendor RFPs: rentals/AV/printing/stage/power/restrooms [LEAD-TIME FLAG] — Owner: ED | Due: 05/05/2026 | Lead Time: 20w | Duration: 1 week | Dependencies: venue chosen | P1 | Not Started | Notes: Request itemized bids; timeline buffer 12% | Cost: $0 9) T-4m | Sponsor benefits matrix + deck created [TEMPLATE] — Owner: Development | Due: 05/01/2026 | Lead Time: 20w | Duration: 5 days | Dependencies: budget draft | P1 | Not Started | Notes: Include bilingual benefits; tabling options | Revenue Impact: pipeline setup 10) T-4m | Sponsorship prospect list (25) built + assignments — Owner: Development | Due: 05/04/2026 | Lead Time: 20w | Duration: 2 days | Dependencies: deck ready | P1 | Not Started | Notes: Segment local SMBs and healthcare orgs | Revenue: est. $5K total 11) T-4m | Sponsor outreach batch 1: 12 prospects (email + calls) — Owner: Development | Due: 05/12/2026 | Lead Time: 19w | Duration: 1 week | Dependencies: prospect list | P1 | Not Started | Notes: 2-week cadence; log in CRM | Revenue: est. $2–3K pipeline 12) T-4m | Save-the-date plan + send round 1 (email/social/partners) [TEMPLATE] — Owner: Comms | Due: 05/08/2026 | Lead Time: 19w | Duration: 3 days | Dependencies: date/venue | P2 | Not Started | Notes: Include Spanish; alt text, high contrast | Cost: $0 13) T-4m | Food truck/vendor interest form + policies live [TEMPLATE] — Owner: Programs | Due: 05/06/2026 | Lead Time: 20w | Duration: 3 days | Dependencies: venue/date | P2 | Not Started | Notes: Include COI and health dept. requirements | Revenue: booth fees est. $1,500 14) T-4m | Marketing asset brief (logo lockup, look/feel) [TEMPLATE] — Owner: Comms | Due: 05/07/2026 | Lead Time: 19w | Duration: 2 days | Dependencies: Save-the-date | P3 | Not Started | Notes: Simple, print-light; reuse next year | Cost: $0
T-3m 15) T-3m | Submit permit applications: park/noise/raffle (if used) [LEAD-TIME FLAG] — Owner: ED | Due: 06/08/2026 | Lead Time: 15w | Duration: 1 week | Dependencies: venue contract | P1 | Not Started | Notes: 12% time buffer; track approvals | Cost: fees est. $150 16) T-3m | Book stage/small PA + generator [LEAD-TIME FLAG] — Owner: ED | Due: 06/12/2026 | Lead Time: 14w | Duration: 3 days | Dependencies: RFPs | P1 | Not Started | Notes: Limited AV; keep inputs simple | Cost: est. $900 17) T-3m | Select printer + rentals vendor; sign [LEAD-TIME FLAG] — Owner: ED | Due: 06/19/2026 | Lead Time: 13w | Duration: 1 week | Dependencies: RFPs | P1 | Not Started | Notes: Include restrooms in rentals bundle if possible; 12% buffer | Cost: est. $1,300 18) T-3m | Marketing/registration launch (accessible Eventbrite) — Owner: Comms | Due: 06/22/2026 | Lead Time: 13w | Duration: 3 days | Dependencies: branding brief | P1 | Not Started | Notes: Keyboard nav, alt text; bilingual page | Revenue: ticket/donation flow live 19) T-3m | Program outline + emcee/speakers holds; run-of-show v1 — Owner: Programs | Due: 06/24/2026 | Lead Time: 12w | Duration: 4 days | Dependencies: date/AV | P1 | Not Started | Notes: Include wellness demos; ASL on main stage | Cost: honoraria est. $300 20) T-3m | Sponsorship agreements executed; invoices out — Owner: Development | Due: 06/26/2026 | Lead Time: 12w | Duration: 1 week | Dependencies: outreach batch 1 | P1 | Not Started | Notes: Collect W-9/ACH; benefit tracker [TEMPLATE] | Revenue: close $5K goal 21) T-3m | Partner outreach kit to community orgs [TEMPLATE] — Owner: Comms | Due: 06/25/2026 | Lead Time: 12w | Duration: 3 days | Dependencies: reg launch | P2 | Not Started | Notes: Social copy, flyers (digital-first) | Cost: $0 22) T-3m | Food vendor selection (priority local) — Owner: Programs | Due: 06/23/2026 | Lead Time: 13w | Duration: 1 week | Dependencies: interest form | P2 | Not Started | Notes: Health dept. compliance; confirm COIs | Revenue: booth fees 23) T-3m | Accessibility approach: interpreter soft holds — Owner: Programs | Due: 06/28/2026 | Lead Time: 12w | Duration: 3 days | Dependencies: program outline | P1 | Not Started | Notes: ASL for main stage; bilingual emcee | Cost: est. $300
T-2m 24) T-2m | Volunteer roles posted + screening plan [TEMPLATE] — Owner: Volunteer Lead | Due: 07/01/2026 | Lead Time: 11w | Duration: 4 days | Dependencies: program outline | P1 | Not Started | Notes: Roles: check-in, sustainability, stage crew | Cost: $0 25) T-2m | Volunteer captains assigned; shift draft — Owner: Volunteer Lead | Due: 07/17/2026 | Lead Time: 9w | Duration: 1 week | Dependencies: roles posted | P1 | Not Started | Notes: Use 3–4 hour shifts; bilingual coverage | Cost: $0 26) T-2m | Creative/printing briefs (signage, program) [LEAD-TIME FLAG] — Owner: Comms | Due: 07/10/2026 | Lead Time: 10w | Duration: 5 days | Dependencies: sponsors logos | P2 | Not Started | Notes: 12% vendor buffer; minimalist print | Cost: est. $600 27) T-2m | Sponsor logo/asset deadline for print — Owner: Development | Due: 07/22/2026 | Lead Time: 8w | Duration: 1 day | Dependencies: agreements | P1 | Not Started | Notes: Late logos shift to digital only | Revenue: sponsor benefit fulfillment 28) T-2m | Accessibility plan locked (ADA ramps, wayfinding, quiet area) — Owner: Programs | Due: 07/24/2026 | Lead Time: 8w | Duration: 3 days | Dependencies: interpreter holds | P1 | Not Started | Notes: ADA portable ramps, wide aisles | Cost: est. $200 29) T-2m | Schedule Accessibility Audit checkpoint for 08/10 — Owner: Programs | Due: 07/20/2026 | Lead Time: 9w | Duration: 1 day | Dependencies: plan locked | P2 | Not Started | Notes: Include reg form accessibility | Cost: $0 30) T-2m | Food vendor onboarding packet sent [TEMPLATE] — Owner: Programs | Due: 07/13/2026 | Lead Time: 10w | Duration: 2 days | Dependencies: vendor selection | P2 | Not Started | Notes: Map, parking, power, COIs | Revenue: collect fees 31) T-2m | Mobile payments merchant account setup — Owner: Finance | Due: 07/21/2026 | Lead Time: 8w | Duration: 5 days | Dependencies: budget approved | P1 | Not Started | Notes: Fee model, deposit timing, 1099-K | Cost: 2.9% + $0.30/txn 32) T-2m | Donation station + text-to-give plan [TEMPLATE] — Owner: Development | Due: 07/22/2026 | Lead Time: 8w | Duration: 3 days | Dependencies: merchant setup | P2 | Not Started | Notes: Paddle-raise-lite levels + impact | Revenue: day-of est. $2K
T-1m 33) T-1m | Marketing push: countdown, press, community calendars [TEMPLATE] — Owner: Comms | Due: 08/21/2026 | Lead Time: 4w | Duration: 1 week | Dependencies: reg launch | P1 | Not Started | Notes: Spanish posts; partner toolkits | Cost: boost ads est. $150 34) T-1m | Payment tools configured + tested; reader inventory; backup forms — Owner: Finance | Due: 08/18/2026 | Lead Time: 5w | Duration: 3 days | Dependencies: merchant setup | P1 | Not Started | Notes: Backup hotspots; test refunds | Cost: $0 35) T-1m | Program ad final deadline; slides template to speakers [TEMPLATE] — Owner: Comms | Due: 08/17/2026 | Lead Time: 5w | Duration: 3 days | Dependencies: run-of-show v1 | P2 | Not Started | Notes: Collect bios/headshots | Cost: $0 36) T-1m | Run-of-show v2 with cues; schedule rehearsal — Owner: Programs | Due: 08/19/2026 | Lead Time: 5w | Duration: 3 days | Dependencies: speakers confirmed | P1 | Not Started | Notes: Include ASL cues and mic plan | Cost: $0 37) T-1m | Order compostables + hydration station — Owner: Programs | Due: 08/12/2026 | Lead Time: 6w | Duration: 2 days | Dependencies: vendor counts | P2 | Not Started | Notes: Bulk order to cut cost | Cost: est. $350 38) T-1m | Confirm ASL interpreters + bilingual emcee — Owner: Programs | Due: 08/10/2026 | Lead Time: 6w | Duration: 2 days | Dependencies: schedule | P1 | Not Started | Notes: Confirm breaks/visibility | Cost: included above 39) T-1m | Sponsorship fulfillment check-in; collect banners — Owner: Development | Due: 08/14/2026 | Lead Time: 5w | Duration: 3 days | Dependencies: agreements | P2 | Not Started | Notes: Approve logos on signage | Revenue: retention impact 40) T-1m | Registration checkpoint: 60% goal met? — Owner: Comms | Due: 08/21/2026 | Lead Time: 4w | Duration: 1 day | Dependencies: marketing push | P1 | Not Started | Notes: If behind, add $75 in boosts, partner email | Cost: $75 (if needed)
T-2w 41) T-2w | Final attendance push; partner boosts — Owner: Comms | Due: 09/05/2026 | Lead Time: 2w | Duration: 3 days | Dependencies: countdown | P2 | Not Started | Notes: Short videos; community groups | Cost: $50 boosts 42) T-2w | Rentals/final orders submitted [LEAD-TIME FLAG] — Owner: ED | Due: 09/03/2026 | Lead Time: 2w | Duration: 2 days | Dependencies: floorplan draft | P1 | Not Started | Notes: 12% buffer on counts | Cost: est. $1,000 43) T-2w | Run-of-show final; scripts + AV cues locked — Owner: Programs | Due: 09/04/2026 | Lead Time: 17d | Duration: 2 days | Dependencies: rehearsal set | P1 | Not Started | Notes: Print minimal binders | Cost: $30 44) T-2w | Volunteer training; comms tree + arrival logistics — Owner: Volunteer Lead | Due: 09/04/2026 | Lead Time: 17d | Duration: 2 hours | Dependencies: shifts set | P1 | Not Started | Notes: SMS tree; Spanish brief | Cost: snacks $40 45) T-2w | Send signage/printed materials to printer; proof approvals [LEAD-TIME FLAG] — Owner: Comms | Due: 09/01/2026 | Lead Time: 20d | Duration: 3 days | Dependencies: sponsor logos | P1 | Not Started | Notes: 10% time buffer due to small scale | Cost: included printing 46) T-2w | Sponsor recognition finalized (banners, slides, program) — Owner: Development | Due: 09/02/2026 | Lead Time: 19d | Duration: 2 days | Dependencies: print files | P2 | Not Started | Notes: Cross-check against benefits | Cost: $0 47) T-2w | Food vendor count confirmation; placements [LEAD-TIME FLAG] — Owner: Programs | Due: 09/02/2026 | Lead Time: 19d | Duration: 2 days | Dependencies: onboarding complete | P1 | Not Started | Notes: Power map; stagger arrival times | Revenue: booth fees final 48) T-2w | Registration checkpoint: 85% goal met? — Owner: Comms | Due: 09/07/2026 | Lead Time: 14d | Duration: 1 day | Dependencies: final push | P1 | Not Started | Notes: If behind, last-call partner email | Cost: $0
T-1w 49) T-1w | Logistics lock: floorplan, load-in/out, parking/transport — Owner: ED | Due: 09/11/2026 | Lead Time: 10d | Duration: 3 days | Dependencies: vendor counts | P1 | Not Started | Notes: Include emergency access lanes | Cost: $0 50) T-1w | Full tech + payment rehearsal (with emcee/ASL) — Owner: Programs | Due: 09/14/2026 | Lead Time: 7d | Duration: 2 hours | Dependencies: run-of-show final | P1 | Not Started | Notes: Backup hotspots; spare readers; charging kits | Cost: $0 51) T-1w | Emergency plan finalized; roles; incident log [TEMPLATE] — Owner: ED | Due: 09/11/2026 | Lead Time: 10d | Duration: 2 days | Dependencies: logistics lock | P1 | Not Started | Notes: Weather/medical/evacuation contacts | Cost: $0 52) T-1w | Final permit pickup; COIs on file [LEAD-TIME FLAG] — Owner: ED | Due: 09/09/2026 | Lead Time: 12d | Duration: 1 day | Dependencies: permits submitted | P1 | Not Started | Notes: Hard copies at check-in | Cost: $0
Event Day (09/21/2026) 53) Event Day | Load-in timeline by vendor; staging/tents; signage placed — Owner: ED/Vendor | Due: 09/21/2026 07:00 | Lead Time: n/a | Duration: 3–4 hours | Dependencies: logistics schedule | P1 | Not Started | Notes: Rain plan go/no-go by 06:00 | Cost: included 54) Event Day | Check-in setup; volunteer brief; radios/hotspots issued — Owner: Volunteer Lead | Due: 09/21/2026 09:00 | Lead Time: n/a | Duration: 1 hour | Dependencies: load-in | P1 | Not Started | Notes: ADA queue; Spanish/English signage | Cost: $0 55) Event Day | Execute run-of-show; live issue tracker; photo/video capture — Owner: Programs | Due: 09/21/2026 12:00–18:00 | Lead Time: n/a | Duration: event | Dependencies: rehearsal | P1 | Not Started | Notes: ASL cueing; stage manager on radio | Cost: $0 56) Event Day | Sponsor stewardship; pledge capture; nightly reconciliation start — Owner: Development/Finance | Due: 09/21/2026 17:30–20:00 | Lead Time: n/a | Duration: 2 hours | Dependencies: payment tools | P1 | Not Started | Notes: Verify donations vs. pledges | Revenue: est. $2K day-of
T+1d 57) T+1d | Segmented thank-yous (attendees, sponsors, volunteers, speakers) with photos [TEMPLATE] — Owner: Comms | Due: 09/22/2026 | Lead Time: +1d | Duration: 1 day | Dependencies: photo curation | P2 | Not Started | Notes: Include album link, bilingual | Cost: $0 58) T+1d | Staff/lead volunteer debrief; top 3 fixes — Owner: ED | Due: 09/22/2026 | Lead Time: +1d | Duration: 1 hour | Dependencies: event complete | P2 | Not Started | Notes: Capture in next-year doc [TEMPLATE] | Cost: $0
T+1w 59) T+1w | Pledge/AR follow-up; raffle/booth settlements; expense/revenue reconciliation in progress — Owner: Finance/Development | Due: 09/28/2026 | Lead Time: +1w | Duration: 3 days | Dependencies: reconciliation start | P1 | Not Started | Notes: Track variances; receipt policy | Revenue: cash-in timing 60) T+1w | Sponsor thank-you calls; preliminary impact metrics; CRM upload/tagging; opt-outs honored [TEMPLATE] — Owner: Development/Comms | Due: 09/28/2026 | Lead Time: +1w | Duration: 2 days | Dependencies: photos/attendance | P1 | Not Started | Notes: Set next-touch dates | Revenue: renewal setup
T+1m 61) T+1m | Final revenue/expense report + KPIs; board report filed [TEMPLATE] — Owner: Finance/ED | Due: 10/21/2026 | Lead Time: +1m | Duration: 2 days | Dependencies: all invoices posted | P1 | Not Started | Notes: Include attendance vs goal, net, CPDR, volunteer satisfaction; “what to repeat” | Cost: $0 62) T+1m | Sponsor stewardship reports (photos/metrics/quotes); renewal prompts for 2027 — Owner: Development | Due: 10/20/2026 | Lead Time: +1m | Duration: 2 days | Dependencies: final metrics | P2 | Not Started | Notes: Offer early-bird renewal | Revenue: future pipeline
AI Evaluation Details (Score: 8.8/10)
This is an exceptionally practical, detailed timeline that a solo ED could actually execute. The casual tone is appropriate and accessible without being unprofessional. It demonstrates deep understanding of small nonprofit constraints and rural context. Minor accuracy concerns around cost estimates and some timeline compression, but overall highly functional.
- • Excellent tone calibration: casual, jargon-free, realistic ('keep meetings time-boxed,' 'print-light,' 'if behind, add $75 in boosts') without being cutesy or condescending
- • Outstanding contextual adaptation: acknowledges 'limited rural vendor options,' 'solo ED + board committee' capacity, first-time event risks, and builds in practical workarounds (digital-first flyers, bulk compostables order, simplified AV)
- • Highly actionable task formatting: every task includes specific deliverables, realistic durations, clear owners, and concrete cost/revenue impacts (e.g., 'Sponsor outreach batch 1: 12 prospects' not 'engage sponsors')
- • Strong accessibility integration: ASL, bilingual content, ADA ramps, quiet areas, and sensory considerations are woven throughout rather than tacked on
- • Excellent use of [TEMPLATE] and [LEAD-TIME FLAG] markers for reusability and risk management—62 tasks with clear dependencies and buffers
- • Realistic budget modeling: $7.5K spend assumption with itemized vendor costs, 12% buffers, and fee structures (2.9% + $0.30/txn) shows practical financial literacy
- • Smart prioritization: P1 tasks (venue, permits, sponsorship, accessibility) clearly differentiated from P2/P3; critical path is evident
- • Post-event follow-up is robust: includes pledge reconciliation, sponsor stewardship reports, CRM tagging, and 'template for next year' documentation
- • Cost estimates may be optimistic for rural markets: $900 for stage/PA/generator, $600 for printing, $1,300 for rentals/restrooms could run 20-30% higher in areas with limited vendor competition and travel fees
- • Timeline compression in T-4m phase: collapsing T-6m and T-4m work (venue, budget approval, sponsorship launch) into 8 weeks is aggressive for a first-time event with board approval requirements—could create bottleneck if board meets monthly
- • Revenue model assumptions need clarification: targeting net $8K on $7.5K budget implies $15.5K gross, but sponsorship ($5K) + booth fees ($1.5K) + day-of donations ($2K est.) = $8.5K, leaving $7K gap unexplained (likely registration fees/vendor revenue not explicitly modeled)
- • Volunteer recruitment timeline (T-2m start) is tight for rural areas where background checks or health department clearances may be required for food handling roles
Mid-Size Professional Org
Regional STEM education nonprofit/network in a major metro; mix of registration revenue and corporate sponsorship; professional audience of educators and industry partners.
View scenario details
PART 1: Executive Summary (FORMAL)
Event overview and goals Pacific Northwest STEM Educators Network will host the STEM Equity Summit 2026 on 04/17/2026 as a 350-person Conference/Summit in a hotel ballroom with breakout rooms and a hybrid plenary stream. Core goals: convene K–12 district leaders, teachers, corporate tech partners, and university liaisons; elevate equitable STEM practices; and secure sponsor/registration revenue to sustain programs. Accessibility is integral: ASL + live captioning, bilingual Spanish/English materials, lactation and quiet rooms, ADA seating/wayfinding, vegetarian/halal options, and hybrid streaming.
Budget and revenue assumptions Optional inputs indicate Gross $180K; Net $25K with $60K from 8 sponsors. This implies ~ $155K in expenses (i.e., expense band closer to $100K+ despite the $50K–100K range). Action: reconcile and approve final working budget with Finance/Board at T-6m.
Critical path (must-hit milestones) - Venue contract signed/deposit paid by 10/15/2025; COIs and union AV rules confirmed [LEAD-TIME FLAG]. - Marketing/registration launch 01/17/2026; conversion checkpoints 25% by 02/17, 60% by 03/17, 85% by 04/03. - Vendor RFPs/selection (catering, AV, printing, rentals, streaming/captioning/ASL) by 12/17/2025; contracts approved (board approval >$5K). - Program locked: theme/tracks/speakers held by 01/17; run-of-show v2 and rehearsal date by 03/17. - Accessibility plan locked by 02/17; Accessibility Audit at 03/06. - Signage/print to printer with 10–15% buffer by 03/29; proofs finalized by 04/03 [LEAD-TIME FLAG]. - Catering guarantee submitted by 04/10 (internal 04/05) [LEAD-TIME FLAG].
Key risks + mitigations - Vendor/union AV timelines: pre-book, include 15% schedule buffer; obtain COIs early; add backup internet and tech rehearsal. - Budget variance: seek board approvals early; hold 12% contingency; lock scope at T-1m. - Hybrid/tech failure: redundant hotspots, spare readers, backup slide laptop; full tech rehearsal at T-1w. - Speaker travel: book by T-2m; hold refundable fares; confirm ground transport.
Resources Team: 3 FT + 12 volunteers; add a professional day-of coordinator, dedicated registration lead, and security vendor. Gaps: on-call bilingual translator for onsite signage/messaging; assign AV union liaison. Sponsors: $60K target from 8 sponsors; continue outreach through T-1m. Enabled — registration email series, sponsor deck, run-of-show marked [TEMPLATE].
PART 2: Detailed Timeline Table
Timeline Anchors (based on Event Day 04/17/2026) - T-6m: 10/17/2025 - T-4m: 12/17/2025 - T-3m: 01/17/2026 - T-2m: 02/17/2026 - T-1m: 03/17/2026 - T-2w: 04/03/2026 - T-1w: 04/10/2026 - Event Day: 04/17/2026 - T+1d: 04/18/2026 - T+1w: 04/24/2026 - T+1m: 05/17/2026
Milestone Phase | Task | Owner | Due Date (calendar) | Lead Time | Duration | Dependencies | Priority (P1/P2/P3) | Status | Notes/Risks (include mitigation) | Cost/Revenue Impact T-6m | Approve draft budget + revenue model; set board approval path | Finance/ED/Board | 10/07/2025 | 4 weeks | 1 week | Prelim event scope | P1 | Not Started | Align with implied expenses (~$155K) from Gross $180K; set 12% contingency | Budget governance T-6m | Secure venue: shortlist, site visits (3), negotiate, sign | Development/ED | 10/09/2025 | 6 weeks | 2 weeks | Budget prelim approval | P1 | Not Started | [LEAD-TIME FLAG] Union AV; blackout dates; hold expires 10/12 | Deposit obligation T-6m | Pay venue deposit (due 10/15/2025) | Finance | 10/10/2025 | 5 days | 1 day | Contract signed | P1 | Not Started | Internal deadline set 5 days early to protect hold | Cost: est. $10,000 deposit T-6m | Confirm COI requirements (venue and vendors) | Finance/Venue (Vendor) | 10/17/2025 | 3 weeks | 3 days | Venue contract | P1 | Not Started | [LEAD-TIME FLAG] Collect additional insured endorsements | Insurance admin T-6m | Form event committee; meeting cadence (biweekly) | ED/Board | 10/14/2025 | 2 weeks | 1 day | None | P2 | Not Started | Define decision rights; escalation path | N/A T-6m | Save-the-date plan + design brief opened | Comms | 10/17/2025 | 2 weeks | 3 days | Venue/date confirmed | P2 | Not Started | Include bilingual Spanish/English | Cost: $1,200 design T-6m | Sponsor benefits matrix + deck (v1) | Development | 10/17/2025 | 2 weeks | 1 week | Budget goals set | P1 | Not Started | Enabled — registration email series, sponsor deck, run-of-show marked [TEMPLATE] | Revenue enablement T-6m | Initial sponsor prospect list (30) with segments | Development | 10/17/2025 | 2 weeks | 3 days | Benefits matrix | P1 | Not Started | Prioritize 8 targets matching $60K mix | Est. $60K pipeline T-6m | Reserve speaker room block; negotiate attrition | Development/Venue (Vendor) | 10/17/2025 | 3 weeks | 2 days | Venue signed | P2 | Not Started | Protect block with release date T-6w | Possible attrition fees T-6m | AV union rules briefing + labor estimate | Programs/AV (Vendor) | 10/17/2025 | 2 weeks | 2 days | Venue AV policy | P1 | Not Started | [LEAD-TIME FLAG] IATSE minimums, overtime | Cost placeholder $28K T-6m | Accessibility baseline plan draft (ASL, captions, ADA) | Programs | 10/17/2025 | 2 weeks | 3 days | Venue layout | P1 | Not Started | Include quiet/lactation rooms; bilingual materials | Cost: $6K–$10K T-6m | Presenter/speaker outreach plan (targets/holds) | Programs | 10/17/2025 | 2 weeks | 3 days | Theme draft | P2 | Not Started | Track DEI representation; travel support need | Travel line item
T-4m | Sponsor outreach batch 1: 12 prospects (email+call) | Development | 12/10/2025 | 3 weeks | 5 days | Deck v1 | P1 | Not Started | Two-week cadence follow-ups; personalize | Est. $30K pipeline T-4m | Vendor RFPs: catering, rentals, printing | Development/Programs | 12/10/2025 | 4 weeks | 2 weeks | Menu scope | P1 | Not Started | Apply 15% buffer on schedules and proofs | Cost comps T-4m | Streaming + captioning + ASL holds | Programs/Vendor | 12/17/2025 | 4 weeks | 1 week | Baseline plan | P1 | Not Started | [LEAD-TIME FLAG] Reserve interpreters early | Cost: $7K–$12K T-4m | Security vendor RFP (crowd + after-hours) | Operations/Vendor | 12/17/2025 | 3 weeks | 1 week | Venue security reqs | P2 | Not Started | Include medical response plan | Cost: $3K T-4m | Alcohol license/ban confirmation | Finance/Operations | 12/12/2025 | 2 weeks | 2 days | Venue policy | P2 | Not Started | If serving, secure permit; if not, note policy | Fees vary T-4m | Early-bird pricing and discount codes approved | Finance/Comms | 12/15/2025 | 2 weeks | 2 days | Budget | P1 | Not Started | Tiered pricing supports conversion targets | Revenue strategy T-4m | Program theme + tracks draft | Programs | 12/17/2025 | 3 weeks | 1 week | Stakeholder input | P1 | Not Started | Align with STEM equity outcomes | N/A T-4m | Exhibitor prospectus + rate card | Development/Programs | 12/17/2025 | 2 weeks | 3 days | Floorplan draft | P2 | Not Started | Include sponsor activation options | Revenue add-on T-4m | Sponsor tracking dashboard (KPIs) | Development | 12/10/2025 | 1 week | 1 day | Prospect list | P2 | Not Started | Live pipeline + benefit delivery tracker | N/A T-4m | Board approvals for >$5K vendor contracts (wave 1) | ED/Board | 12/17/2025 | 2 weeks | 3 days | RFP decisions | P1 | Not Started | Expedite agenda items | N/A
T-3m | Registration platform configured; event page accessible | Comms | 01/14/2026 | 3 weeks | 3 days | Pricing approved | P1 | Not Started | Alt text, contrast, keyboard nav validated | Platform fee T-3m | Marketing/registration launch (email/social/partners) | Comms | 01/17/2026 | 2 weeks | 1 day | Event page live | P1 | Not Started | Enabled — registration email series, sponsor deck, run-of-show marked [TEMPLATE] | Revenue driver T-3m | Conversion checkpoint: 15% by launch week | Comms | 01/24/2026 | 1 week | 1 day | Launch | P2 | Not Started | Adjust spend/messaging if <10% | May add $500 ads T-3m | Sponsorship agreements executed; invoices sent | Development/Finance | 01/17/2026 | 3 weeks | 1 week | Verbal commits | P1 | Not Started | Collect W-9/ACH; set benefit delivery tracker | Revenue $60K goal T-3m | Program outline + speaker holds | Programs | 01/17/2026 | 4 weeks | 1 week | Theme/tracks | P1 | Not Started | Identify keynote/emcee; hold times | Honoraria budget T-3m | Run-of-show v1 (high-level) | Programs | 01/20/2026 | 2 weeks | 3 days | Program outline | P2 | Not Started | Enabled — registration email series, sponsor deck, run-of-show marked [TEMPLATE] | N/A T-3m | Speaker travel policy + booking window opened | Programs/Finance | 01/22/2026 | 2 weeks | 2 days | Holds confirmed | P2 | Not Started | Use refundable fares; track per diems | Travel spend T-3m | Hotel room block attrition dates confirmed | Development/Venue | 01/17/2026 | 1 week | 1 day | Room block reserved | P2 | Not Started | Set reminders for release date | Avoid attrition fees T-3m | Exhibitor outreach wave 1 | Development | 01/19/2026 | 2 weeks | 3 days | Prospectus | P2 | Not Started | Target 10 exhibitors | Est. $10K revenue
T-2m | Volunteer roles/descriptions posted; recruitment begins | Volunteer Lead | 02/17/2026 | 4 weeks | 1 week | Shift map | P1 | Not Started | Background checks 2–3 weeks if required | Minimal cost T-2m | Creative briefs: signage, program, badges, slides | Comms | 02/12/2026 | 3 weeks | 1 week | Sponsor assets draft | P1 | Not Started | Apply 15% buffer to print deadlines | Cost: $8K print T-2m | Sponsor logos/assets due for print inclusion | Development | 02/28/2026 | 3 weeks | 1 day | Signed agreements | P1 | Not Started | Late logos shift to digital only | Impacts recognition T-2m | Accessibility plan locked; ASL/captioning contracts signed | Programs | 02/17/2026 | 4 weeks | 3 days | Baseline plan | P1 | Not Started | [LEAD-TIME FLAG] Confirm modality for hybrid | Cost: per above T-2m | Catering menu + dietary accommodation workflow | Programs/Caterer | 02/20/2026 | 3 weeks | 3 days | Dietary survey fields set | P2 | Not Started | Vegetarian/halal options; label allergens | Menu cost per head T-2m | Vendor COIs requested (all) | Finance | 02/24/2026 | 2 weeks | 3 days | Contracts | P1 | Not Started | [LEAD-TIME FLAG] Require by T-1w | Insurance compliance T-2m | Registration checkpoint: 25% by T-2m | Comms | 02/17/2026 | Ongoing | 1 day | Launch | P1 | Not Started | If <20%, add partner boosts/ads | May add $1K ads T-2m | Hybrid stream platform test #1 | Programs/AV/Streaming (Vendor) | 02/27/2026 | 2 weeks | 1 day | Streaming booked | P1 | Not Started | Backup encoder + hotspot | Potential rental fees T-2m | Exhibitor logistics packet (move-in/out, power, Wi-Fi) | Programs/Development | 02/25/2026 | 2 weeks | 3 days | Floorplan draft | P2 | Not Started | Include union rules | N/A T-2m | Speaker contracts + travel bookings | Programs/Finance | 02/25/2026 | 3 weeks | 1 week | Policy set | P1 | Not Started | Track visas if any; collect bios | Travel/honoraria T-2m | Translation plan: Spanish/English materials | Comms | 02/21/2026 | 2 weeks | 3 days | Creative briefs | P2 | Not Started | Assign translator; QA pass | $2K translation T-2m | Day-of coordinator contracted | ED | 03/10/2026 | 3 weeks | 1 day | Scope defined | P1 | Not Started | Complexity adjustment vendor | Cost: $4K
T-6w | Accessibility Audit (venue ADA, reg form, wayfinding) | Programs | 03/06/2026 | 2 weeks | 1 day | Plan locked | P1 | Not Started | Address gaps within 7 days | May incur $1K fixes T-6w | Site walkthrough #2 with AV, caterer, security | Programs/Vendors | 03/05/2026 | 2 weeks | 1 day | Vendors contracted | P1 | Not Started | Confirm power, staging, load-in | N/A
T-1m | Marketing push: reminders, partner boosts, calendars | Comms | 03/17/2026 | 2 weeks | 1 week | Launch | P1 | Not Started | Intensify for teachers/districts | Ad spend +$1.5K T-1m | Payment tools configured; PCI reviewed; backup manual forms | Finance/Comms | 03/17/2026 | 3 weeks | 3 days | Platform set | P1 | Not Started | Spare readers inventory; refund policy | Fees modeled T-1m | Slides template to speakers; collect bios/headshots | Programs/Comms | 03/20/2026 | 2 weeks | 1 week | Speaker list | P2 | Not Started | Enforce template for accessibility | N/A T-1m | Run-of-show v2 with cues; schedule rehearsal | Programs | 03/17/2026 | 2 weeks | 3 days | ROS v1 | P1 | Not Started | Enabled — registration email series, sponsor deck, run-of-show marked [TEMPLATE] | N/A T-1m | Stage/lighting design locked | Programs/AV (Vendor) | 03/18/2026 | 3 weeks | 2 days | Walkthrough #2 | P1 | Not Started | Complexity adjustment; union labor call | Cost: +$6K T-1m | Registration 60% checkpoint | Comms | 03/17/2026 | Ongoing | 1 day | Ongoing | P1 | Not Started | If <50%, launch discount/partner list | Revenue risk mitigation T-1m | Sponsor activation plans (expo builds, demos) | Development/Programs | 03/19/2026 | 2 weeks | 3 days | Sponsors signed | P2 | Not Started | Approve materials/COIs | Possible sponsor-paid T-1m | Program ads final deadline (if selling) | Comms/Development | 03/21/2026 | 2 weeks | 1 day | Rate card | P3 | Not Started | Late = digital insertion only | Revenue add-on T-1m | Security plan (staffing, bag check, incident log) | Operations/Security (Vendor) | 03/12/2026 | 3 weeks | 2 days | Vendor selected | P1 | Not Started | Incident log template ready | Cost: per contract T-1m | Backup internet hotspots arranged | Operations/IT | 03/15/2026 | 2 weeks | 1 day | Venue Wi-Fi tested | P1 | Not Started | 2 carriers + ethernet backup | Rental $300 T-1m | Quiet room + lactation room setup plan | Operations/Venue | 03/14/2026 | 2 weeks | 1 day | Floorplan | P2 | Not Started | Signage + cleaning schedule | Minor cost
T-2w | Final attendance push (email/partner) | Comms | 04/03/2026 | 1 week | 3 days | Ongoing | P1 | Not Started | Last-call discount for educators | Revenue boost T-2w | Catering guarantee internal freeze | Programs/Caterer | 04/05/2026 | 2 weeks | 1 day | Reg forecast | P1 | Not Started | [LEAD-TIME FLAG] External due 04/10 | Commits cost T-2w | Submit catering guarantee to venue | Programs/Caterer | 04/10/2026 | 1 week | 1 day | Internal freeze | P1 | Not Started | Include dietary counts; late adds policy | Cost per head locked T-2w | Run-of-show final; scripts + AV cues | Programs/Comms | 04/03/2026 | 1 week | 3 days | ROS v2 | P1 | Not Started | Include paddle-raise moment (optional) | Revenue potential T-2w | Volunteer training session #1 (Zoom) | Volunteer Lead | 04/06/2026 | 2 weeks | 1.5 hrs | Roles assigned | P1 | Not Started | Comms tree + arrival logistics | N/A T-2w | Volunteer training session #2 (onsite) | Volunteer Lead | 04/09/2026 | 1 week | 1.5 hrs | Session #1 | P2 | Not Started | Walkthrough check-in | N/A T-2w | Signage and print files to printer | Comms/Printer (Vendor) | 03/29/2026 | 3 weeks | 1 day | Creative approved | P1 | Not Started | Maintain minimum 12% buffer; escalate if slippage | Cost: per quote T-2w | Proof approvals returned | Comms | 04/03/2026 | 1 week | 1 day | Files sent | P1 | Not Started | 15% buffer on delivery window | Avoid reprint fees T-2w | Sponsor recognition assets finalized (banners/slides) | Development/Comms | 04/03/2026 | 2 weeks | 2 days | Logos due | P1 | Not Started | Confirm placement hierarchy | Sponsor fulfillment T-2w | Seating chart + ADA seating map draft | Programs | 04/04/2026 | 1 week | 2 days | Dietary data | P2 | Not Started | Reserve quiet seating area | N/A T-2w | Ship materials to venue (badges, swag) | Operations | 04/04/2026 | 2 weeks | 1 day | Proofed prints | P2 | Not Started | Track with buffer days | Ship $250 T-2w | Photo/video shot list; sponsor/impact moments | Comms/Videographer | 04/03/2026 | 2 weeks | 1 day | ROS final | P2 | Not Started | Complexity adjustment | Cost: $5K
T-1w | Logistics lock: floorplan, delivery windows, load-in/out | Operations/Day-of Coord. | 04/10/2026 | 2 weeks | 1 day | Walkthrough #2 | P1 | Not Started | Share to all vendors | N/A T-1w | Confirm union AV labor call sheets | Programs/AV (Vendor) | 04/09/2026 | 1 week | 1 day | Stage design | P1 | Not Started | Avoid overtime; meal breaks set | Labor cost control T-1w | Full tech + payment rehearsal (plenary + stream) | Programs/AV/Finance | 04/12/2026 | 1 week | 3 hrs | ROS final | P1 | Not Started | Backup laptops; spare readers; hotspot test | Risk mitigation T-1w | Emergency plan finalized (medical/evac/tech) | Operations/Security | 04/10/2026 | 1 week | 1 day | Security plan | P1 | Not Started | Roles + contacts; incident log ready | N/A T-1w | Dietary needs to caterer; seating chart final | Programs/Caterer | 04/10/2026 | 1 week | 1 day | Data freeze | P1 | Not Started | Late changes protocol agreed | Cost locked T-1w | Print badges; assemble registration packets | Comms/Volunteer Lead | 04/12/2026 | 1 week | 2 days | Final roster | P2 | Not Started | Dedicated registration lead assigned | Print cost $500 T-1w | Valet/parking/transportation plan finalized | Operations/Vendor | 04/10/2026 | 2 weeks | 1 day | Floorplan | P2 | Not Started | Traffic control signage | Cost: $2K T-1w | Confirm ASL interpreters + captioners schedules | Programs/Vendors | 04/09/2026 | 1 week | 1 day | ROS final | P1 | Not Started | Provide scripts in advance | Included in contract
Event Day | Vendor load-in by zone; dock schedule enforced | Day-of Coord./Operations | 04/17/2026 | n/a | 4–6 hrs | Logistics lock | P1 | Not Started | Real-time issue tracker | N/A Event Day | Check-in setup; badge pickup; coat check | Registration Lead/Volunteers | 04/17/2026 | n/a | 2 hrs | Packets prepared | P1 | Not Started | Backup manual forms | N/A Event Day | Brief volunteers; safety + comms tree review | Volunteer Lead | 04/17/2026 | n/a | 30 min | Volunteers onsite | P1 | Not Started | Channel check | N/A Event Day | Green room/speaker check; slide handoff | Programs/Comms | 04/17/2026 | n/a | 45 min | Tech rehearsal | P1 | Not Started | Backup slide laptop | N/A Event Day | Execute run-of-show; capture photo/video | Programs/Comms | 04/17/2026 | n/a | All-day | ROS final | P1 | Not Started | Shot list includes sponsors | Stewardship value Event Day | On-site sponsor stewardship; activation checks | Development | 04/17/2026 | n/a | All-day | Activations set | P1 | Not Started | Deliver benefits; gather quotes | Aids renewals Event Day | Pledge capture verification (if paddle raise) | Finance/Development | 04/17/2026 | n/a | 30 min | ROS cue | P2 | Not Started | Spotters + SMS shortcode ready | Revenue add-on Event Day | End-of-day payment reconciliation start | Finance | 04/17/2026 | n/a | 1 hr | Payments processed | P1 | Not Started | Resolve exceptions same-night | Cash control
T+1d | Segmented thank-yous with photos/album link | Comms | 04/18/2026 | 1 day | 1 day | Photo selects | P1 | Not Started | Tailor to attendees/sponsors/volunteers | Stewardship T+1d | Quick debrief: staff + lead volunteers | ED/Day-of Coord. | 04/18/2026 | 1 day | 1 hr | ROS notes | P2 | Not Started | Top 3 fixes documented | N/A
T+1w | Pledge/AR follow-up; refunds per policy | Finance/Development | 04/24/2026 | 1 week | 2 days | Reconciliation start | P1 | Not Started | Close within 10 business days | Cash flow T+1w | Sponsor thank-you calls; next touch scheduled | Development/ED | 04/24/2026 | 1 week | 1 day | Event completion | P1 | Not Started | Log in CRM; propose renewals | Retention driver T+1w | Upload CRM data; tag attendees; honor opt-outs | Development/Comms | 04/22/2026 | 3 days | 1 day | Data clean | P1 | Not Started | Enabled — registration email series, sponsor deck, run-of-show marked [TEMPLATE] | Compliance T+1w | Expense/revenue reconciliation in progress | Finance | 04/24/2026 | 1 week | 3 days | Vendor invoices | P1 | Not Started | Track against budget; note variances | Financials
T+1m | Final revenue/expense report; KPI dashboard | Finance/ED | 05/17/2026 | 3 weeks | 2 days | Reconciliation | P1 | Not Started | Attendance, net, CPDR, volunteer SAT | Board packet T+1m | Sponsor stewardship reports; renewal asks | Development | 05/17/2026 | 2 weeks | 2 days | Photos/metrics | P1 | Not Started | Package quotes + impressions | Renewal revenue T+1m | Board report; lessons learned; update templates | ED/Programs/Comms | 05/17/2026 | 2 weeks | 1 day | KPI dashboard | P2 | Not Started | Enabled — registration email series, sponsor deck, run-of-show marked [TEMPLATE] | N/A T+1m | Hold date + soft inquiry for 2027 venue | Development | 05/15/2026 | 2 weeks | 1 day | Postmortem insights | P2 | Not Started | Lock prime Fridays | Deposit timing T+1m | Volunteer recognition (certs/gift cards) | Volunteer Lead | 05/10/2026 | 2 weeks | 1 day | Debrief notes | P3 | Not Started | Budget modest thank-yous | $300
Notes: - All external deliverables (AV, printing, permits, COIs, catering guarantees) are flagged with [LEAD-TIME FLAG] and include ≥10–15% buffer. - Complexity adjustments applied: professional day-of coordinator, security vendor, extra walkthrough, valet/traffic, staging/lighting design, dedicated registration lead, backup internet, additional rehearsal, photo/video shot list, sponsor activation build-outs. - Status defaults to Not Started for planning purposes.
AI Evaluation Details (Score: 8.8/10)
This is an exceptionally thorough, professional event planning timeline that demonstrates deep understanding of nonprofit conference logistics. The formal tone is consistently maintained, all required elements are present with appropriate complexity adjustments, and the level of detail (60+ tasks with actual calendar dates, dependencies, and risk mitigations) makes this immediately actionable. Minor deductions for occasional template-like language and one budget reconciliation note that could confuse users.
- • Outstanding attention to accessibility requirements—ASL, captioning, quiet/lactation rooms, bilingual materials, and ADA audit are woven throughout with specific vendor holds and cost estimates
- • Excellent application of lead-time flags and buffers (10-15%) on all critical vendor deliverables (union AV, catering guarantees, printing, COIs) with internal vs. external deadlines clearly distinguished
- • Sophisticated risk mitigation throughout: backup internet/hotspots, spare card readers, refundable speaker travel, attrition date tracking, incident logs, and contingency budget holding
- • Realistic complexity adjustments for 350-person event: day-of coordinator, security vendor, dedicated registration lead, valet/traffic control, staging/lighting—all appropriate and costed
- • Strong revenue focus: sponsor pipeline tracking ($60K goal with 8-sponsor mix), conversion checkpoints (25%/60%/85%), exhibitor revenue, payment processing setup, and AR follow-up
- • Practical template markers ([TEMPLATE]) on reusable assets: registration email series, sponsor deck, run-of-show, incident log, CRM upload process
- • Formal tone is consistent and appropriate—professional language, precise task descriptions, no casual phrasing, suitable for board/executive review
- • Executive summary effectively flags the budget discrepancy (Gross $180K implies ~$155K expenses vs. stated $50K-100K range) and requests reconciliation—shows critical thinking
- • Dependencies and priority levels (P1/P2/P3) are logically assigned; critical path items (venue deposit 10/15, board approvals >$5K, union AV rules) are P1 with appropriate lead times
- • Hybrid/tech considerations are robust: streaming platform tests, backup encoders, full tech rehearsal, captioning/ASL integration, spare laptops
- • The Executive Summary budget note ('reconcile and approve final working budget') may confuse users—while it correctly identifies a discrepancy, it could more clearly state whether to use $100K or $155K as the working assumption for the timeline
- • A few task descriptions lean slightly generic (e.g., 'Marketing push: reminders, partner boosts, calendars') though most are highly specific; adding sample channel mix or partner names would enhance authenticity
- • The 'Enabled — registration email series, sponsor deck, run-of-show marked [TEMPLATE]' phrase is repeated verbatim in multiple cells, which feels mechanical; varying the language slightly would improve readability
Large Established Org
Major hospital foundation in a large city; sophisticated donor base with high-net-worth individuals and corporate sponsors; experienced development team.
View scenario details
PART 1: Executive Summary (WARM) Harbor City Children’s Hospital Foundation will host its 50th Anniversary Gala & Auction on 11/14/2026, a Gala/Fundraising Dinner for 600 guests. Goals: celebrate 50 years of impact, deepen relationships with major donors/corporate leaders/grateful families, and net $1.2M. Revenue pillars: $750K from 12 sponsors (3 x $100K presenting, 3 x $50K, 6 x $25K), live + silent auction, and paddle raise. The venue is a union hotel ballroom with staging/lighting and valet; we’ll operate within limited load-in windows, strict house rules, and a 10% schedule buffer. We will maintain a 12% cost contingency and 15% buffer on print assets.
Critical path (must-hit): - Board-approved budget + contracting thresholds (unlocks vendors). - Hotel contract + insurance/COIs (union rules; load-in windows). - Sponsorship launch and closes (funding engine; benefits delivery). - Marketing/registration launch (hit 25% by T-2m, 60% by T-1m, 85% by T-2w). - AV/staging/lighting design lock + rehearsal (program success). - Auction procurement + mobile bidding build (fundraising). - Final run-of-show, catering guarantee by 10/31, and full tech/payment rehearsal.
Key risks + mitigations: - Vendor lead times/union constraints: [LEAD-TIME FLAG] items locked early; 10–15% schedule buffers. - High-security VIPs: dedicated security vendor + venue/VIP briefings; credentialing. - Tech/payment failure: backup hotspots, spare readers, paper forms; dress rehearsal. - Branding/print delays: 15% buffer; internal approvals early. - Budget creep: 12% contingency; finance checkpoints.
Resources: Development (6 FT) + Events Manager + 40 volunteers; hotel catering; AV/staging; security; valet; photo/video; auctioneer/mobile bidding; ASL; printers; décor/florals; professional day-of coordinator; registration lead; stage manager. Gaps covered: security coordinator function, dedicated registration lead, and stage manager included in plan.
Assumptions noted: Total event budget $100K+ with 12% contingency. All vendors to provide COIs; hotel catering guarantee due 10/31/2026.
PART 2: Detailed Timeline Table Timeline Anchors (based on Event Day 11/14/2026) - T-6m = 05/14/2026 - T-4m = 07/14/2026 - T-3m = 08/14/2026 - T-2m = 09/14/2026 - T-1m = 10/14/2026 - T-2w = 10/31/2026 - T-1w = 11/07/2026 - Event Day = 11/14/2026 - T+1d = 11/15/2026 - T+1w = 11/21/2026 - T+1m = 12/14/2026
Milestone Phase | Task | Owner | Due Date (calendar) | Lead Time | Duration | Dependencies | Priority (P1/P2/P3) | Status | Notes/Risks | Cost/Revenue Impact T-6m (05/14/2026) | Approve master budget + revenue model; add 12% contingency | Finance/ED/Board | 05/24/2026 | 3 weeks | 1 week | Draft budget | P1 | Not Started | Board approval required; set approval deadline early | Cost Impact: sets 12% contingency T-6m (05/14/2026) | Sign hotel ballroom contract; pay deposit; document union rules/load-in | Development | 05/20/2026 | 6 weeks | 1 week | Budget approval | P1 | Not Started | [LEAD-TIME FLAG]; hold expires 05/22; 10% schedule buffer | Cost Impact: deposit (TBD) T-6m (05/14/2026) | Event insurance policy bound; COI requirements list | Finance | 05/28/2026 | 3 weeks | 3 days | Venue contract | P1 | Not Started | [LEAD-TIME FLAG]; add venue as AI | Cost Impact: premium (TBD) T-6m (05/14/2026) | Form Gala Committee; set meeting cadence | ED/Board | 05/22/2026 | 2 weeks | 3 days | None | P2 | Not Started | Recruit sub-leads (sponsorship, auction, program) | Revenue Impact: increases pipeline T-6m (05/14/2026) | Save-the-date strategy + design brief opened | Comms | 05/26/2026 | 4 weeks | 1 week | Venue/date final | P2 | Not Started | Digital-first; print only for VIPs | Cost Impact: design hours; [TEMPLATE] T-6m (05/14/2026) | Sponsorship benefits matrix + deck v1 | Development | 05/27/2026 | 2 weeks | 1 week | Budget/goal targets | P1 | Not Started | Include VIP hospitality, stage mentions, logo tiers | Revenue Impact: unlocks $750K; [TEMPLATE] T-6m (05/14/2026) | Reserve auctioneer + mobile bidding vendor holds | Development | 05/30/2026 | 6–8 weeks | 3 days | Budget approved | P1 | Not Started | [LEAD-TIME FLAG]; add out-clause | Cost Impact: deposits (TBD) T-6m (05/14/2026) | Site walkthrough #1 with hotel + in-house/approved AV | Events Manager/Vendor | 06/03/2026 | 2 weeks | 1 day | Venue contract | P2 | Not Started | [LEAD-TIME FLAG]; note power/rigging limits | Cost Impact: none now
T-4m (07/14/2026) | Sponsorship prospect list (30) + outreach cadence (email/call q2w) | Development | 07/15/2026 | 2 weeks | 3 days | Deck v1 | P1 | Not Started | Track in CRM; assign ask amounts | Revenue Impact: est. $300K pipeline T-4m (07/14/2026) | Sponsor outreach Batch 1 (12 prospects) | Development | 07/19/2026 | 2 weeks | 5 days | Prospect list | P1 | Not Started | Personalized proposals | Revenue Impact: est. $150K T-4m (07/14/2026) | RFP: AV/staging/lighting; compare; select; contract | Events Manager | 07/29/2026 | 4–6 weeks | 2 weeks | Walkthrough #1 | P1 | Not Started | [LEAD-TIME FLAG]; 10% schedule buffer; COI clause | Cost Impact: major vendor T-4m (07/14/2026) | RFP: Printing/signage vendor; select; contract | Comms | 07/26/2026 | 4 weeks | 1 week | Brand assets | P2 | Not Started | [LEAD-TIME FLAG]; include 15% approval buffer | Cost Impact: print estimate + 12% contingency T-4m (07/14/2026) | Security vendor shortlist + RFP (VIP protection); select by 8/2 | Events Manager | 08/02/2026 | 4–6 weeks | 2 weeks | Venue rules | P1 | Not Started | [LEAD-TIME FLAG]; coordinate w/ VIP detail | Cost Impact: security contract T-4m (07/14/2026) | Valet/traffic control vendor secured | Events Manager | 08/03/2026 | 4 weeks | 4 days | Venue contract | P2 | Not Started | [LEAD-TIME FLAG]; curb permits if needed | Cost Impact: valet contract T-4m (07/14/2026) | Hire professional day-of coordinator + stage manager | Development | 08/01/2026 | 6 weeks | 1 week | Budget approved | P2 | Not Started | Adds capacity for 600-guest complexity | Cost Impact: staffing
T-3m (08/14/2026) | Registration platform live (accessible); event page QA | Comms | 08/15/2026 | 2 weeks | 3 days | Venue/date final | P1 | Not Started | Alt text, color contrast, keyboard nav | Revenue Impact: ticket sales T-3m (08/14/2026) | Marketing calendar (email/social/web/partners); conversion checkpoints set | Comms | 08/16/2026 | 2 weeks | 3 days | Reg live | P2 | Not Started | Targets: 25% by 9/14; 60% by 10/14; 85% by 10/31 | Revenue Impact: attendance T-3m (08/14/2026) | Execute early sponsor agreements; invoice; collect W-9/ACH | Development/Finance | 08/22/2026 | 3 weeks | 1 week | Outreach batch 1 | P1 | Not Started | Benefits tracker created | Revenue Impact: cash in T-3m (08/14/2026) | Program theme locked; emcee/honorees/speakers held; ASL reserved | Development/Programs | 08/24/2026 | 4 weeks | 1 week | Committee input | P1 | Not Started | [LEAD-TIME FLAG entertainment/ASL] | Cost Impact: holds/deposits T-3m (08/14/2026) | Run-of-show (ROS) v1 outline drafted | Stage Manager | 08/26/2026 | 3 weeks | 4 days | Theme + speakers | P1 | Not Started | Include fundraising moments placeholders | Revenue Impact: enables paddle raise T-3m (08/14/2026) | Auction procurement kickoff: list, intake form, tracking sheet | Auction Lead | 08/18/2026 | 6 weeks | 2 weeks | Committee formed | P1 | Not Started | Target 60–80 lots mix | Revenue Impact: auction gross T-3m (08/14/2026) | Photo/video crew booked; step-and-repeat design brief | Development/Comms | 08/25/2026 | 4 weeks | 1 week | Theme | P2 | Not Started | [LEAD-TIME FLAG printing] | Cost Impact: media + print
T-2m (09/14/2026) | Volunteer roles posted; recruitment channels live; background checks plan | Volunteer Lead | 09/16/2026 | 4 weeks | 1 week | Committee OK | P2 | Not Started | 40 volunteers; captains per zone | Cost Impact: screenings T-2m (09/14/2026) | Sponsor logo/asset deadline (for print/slide inclusion) | Comms | 09/30/2026 | 3 weeks | 1 day | Signed agreements | P1 | Not Started | 15% approval buffer for branding | Revenue Impact: benefits delivery T-2m (09/14/2026) | Creative briefs: invites, signage, program; print specs | Comms | 09/20/2026 | 3 weeks | 1 week | Printer contracted | P2 | Not Started | [LEAD-TIME FLAG printing]; 15% buffer | Cost Impact: print budget T-2m (09/14/2026) | Accessibility plan locked (ADA seating, dietary flow, SSV) | Events Manager | 09/26/2026 | 4 weeks | 1 week | Venue walkthrough | P1 | Not Started | ASL confirmed; quiet space mapped | Cost Impact: ASL + seating T-2m (09/14/2026) | Mobile bidding platform contracted; catalog structure built | Auction Lead/Vendor | 09/23/2026 | 4 weeks | 1 week | Auction kickoff | P1 | Not Started | Test payment flows | Cost Impact: platform fee T-2m (09/14/2026) | Payment processing ready: merchant acct, fee model, refund policy | Finance | 09/21/2026 | 3 weeks | 4 days | Platform selected | P1 | Not Started | Backup paper forms prepared | Cost Impact: fees modeled T-2m (09/14/2026) | Security vendor selected; staffing plan + VIP threat assessment | Events Manager/Security Vendor | 09/28/2026 | 4–6 weeks | 1 week | RFP complete | P1 | Not Started | [LEAD-TIME FLAG security]; credentialing flow | Cost Impact: security contract T-2m (09/14/2026) | Stage/lighting design review; rehearsal holds placed | Events Manager/AV Vendor | 09/29/2026 | 4–6 weeks | 1 week | AV contracted | P1 | Not Started | [LEAD-TIME FLAG AV design]; 10% schedule buffer | Cost Impact: AV scope T-2m (09/14/2026) | Hotel BEO draft (menu incl. kosher-style/GF, timelines) | Events Manager/Hotel Catering | 09/22/2026 | 3–4 weeks | 1 week | Venue contract | P1 | Not Started | Guarantee due 10/31 | Cost Impact: catering baseline
T-6w (10/03/2026) | Accessibility Audit @ venue; remediation list issued | Events Manager/Comms | 10/03/2026 | 2 weeks | 1 day | Accessibility plan locked | P1 | Not Started | Check registration form, wayfinding, sensory | Cost Impact: minor fixes
T-1m (10/14/2026) | Marketing push begins; partner boosts; press calendars | Comms | 10/14/2026 | 2 weeks | 2 weeks | Reg live | P2 | Not Started | Countdown content; track conversions | Revenue Impact: attendance T-1m (10/14/2026) | Auction procurement sprint 2; package top lots | Auction Lead | 10/20/2026 | 3 weeks | 1 week | Sprint 1 | P1 | Not Started | Secure experiential items | Revenue Impact: +$100–200K lots T-1m (10/14/2026) | Mobile bidding configured + sandbox tested; backup forms | Auction Lead/Vendor | 10/16/2026 | 2 weeks | 3 days | Platform contracted | P1 | Not Started | Tech checklist ready | Revenue Impact: smooth checkout T-1m (10/14/2026) | Program ad deadline; slides template to speakers; bios/headshots collected | Comms | 10/19/2026 | 2 weeks | 5 days | Theme + speakers | P2 | Not Started | Late ads to digital only | Revenue Impact: ad sales T-1m (10/14/2026) | ROS v2 with cues; rehearsal date set | Stage Manager | 10/21/2026 | 2 weeks | 1 week | ROS v1 | P1 | Not Started | Include paddle raise levels, spotters | Revenue Impact: maximize giving T-1m (10/14/2026) | Registration lead assigned; check-in workflow + backup internet | Events Manager | 10/15/2026 | 2 weeks | 3 days | Staffing | P1 | Not Started | Hotspots + spare readers inventoried | Cost Impact: rentals if needed T-1m (10/14/2026) | Collect COIs from all vendors; send to hotel | Events Manager/Finance | 10/23/2026 | 3 weeks | 1 week | Vendor contracts | P1 | Not Started | [LEAD-TIME FLAG insurance]; track expirations | Risk Mitigation T-1m (10/14/2026) | Security operations plan finalized; venue approval | Events Manager/Security Vendor | 10/22/2026 | 3 weeks | 4 days | Vendor selected | P1 | Not Started | VIP holding, credential zones | Cost Impact: none
T-2w (10/31/2026) | Final attendance push (calls/texts); waitlist clears | Development/Comms | 10/29/2026 | 1 week | 3 days | Marketing push | P2 | Not Started | Aim 85% of goal by 10/31 | Revenue Impact: tickets T-2w (10/31/2026) | Catering guarantee to hotel (internal 10/28; hotel 10/31) | Events Manager/Hotel Catering | 10/28/2026 | 2 weeks | 1 day | BEO draft | P1 | Not Started | [LEAD-TIME FLAG]; internal early by 3 days | Cost Impact: F&B locked T-2w (10/31/2026) | ROS final; scripts + AV cues; live auction lots; paddle raise text; spotters assigned | Stage Manager/Development | 10/27/2026 | 2 weeks | 1 week | ROS v2 | P1 | Not Started | Include pledge capture + reconciliation steps | Revenue Impact: major T-2w (10/31/2026) | Volunteer training; comms tree; arrival logistics | Volunteer Lead | 10/29/2026 | 2 weeks | 2 days | Roles assigned | P1 | Not Started | Include ADA guest services | Cost Impact: minimal T-2w (10/31/2026) | Signage/printed materials to printer; proofs approved | Comms/Vendor | 10/24/2026 | 3 weeks | 1 week | Creative briefs | P1 | Not Started | [LEAD-TIME FLAG]; 15% buffer for approvals | Cost Impact: print T-2w (10/31/2026) | Sponsor recognition assets final (banners, step-and-repeat, slides, listings) | Comms/Development | 10/26/2026 | 3 weeks | 4 days | Sponsor assets in | P1 | Not Started | Align with brand tiers | Revenue Impact: benefit delivery
T-1w (11/07/2026) | Logistics lock: floorplan; rentals; load-in/out; parking/valet; coat check | Events Manager/Vendors | 11/06/2026 | 2 weeks | 3 days | BEO + AV design | P1 | Not Started | Limited load-in windows; union crew calls | Cost Impact: rentals/valet T-1w (11/07/2026) | Full tech/payment rehearsal (AV, auctioneer, ASL); backup hotspots/readers | Stage Manager/AV/Auctioneer | 11/07/2026 | 1 week | 1 day | ROS final | P1 | Not Started | Redundancies verified | Risk Mitigation T-1w (11/07/2026) | Emergency plan (medical/evac/tech failure); roles + incident log | Events Manager | 11/05/2026 | 1 week | 2 days | Security plan | P1 | Not Started | Share contacts, radios, code words | [TEMPLATE] T-1w (11/07/2026) | Dietary needs to caterer; seating chart finalized | Events Manager/Hotel Catering | 11/06/2026 | 2 weeks | 2 days | Reg list stable | P1 | Not Started | Flag kosher-style/GF; label plan | Cost Impact: meal counts T-1w (11/07/2026) | Final security briefing (venue + VIP detail); credential list | Security Vendor/Events Manager | 11/05/2026 | 1 week | 1 day | Sec ops plan final | P1 | Not Started | High-security VIPs; bag checks | Cost Impact: overtime
Event Day (11/14/2026) | Vendor load-in by schedule; check-in setup; signage; green room | Events Manager/Vendors | 11/14/2026 | n/a | Event day | Logistics lock | P1 | Not Started | Dock timing strict; union rules | Cost Impact: labor Event Day (11/14/2026) | Execute run-of-show; fundraising moments; ASL on cue; live issue tracking | Stage Manager/Development | 11/14/2026 | n/a | Event day | Rehearsal complete | P1 | Not Started | Stage manager calls; clock control | Revenue Impact: maximize net Event Day (11/14/2026) | Sponsor stewardship; VIP hosting; photo/video shot list | Development/Photo-Video | 11/14/2026 | n/a | Event day | ROS final | P2 | Not Started | Capture sponsor activations | Revenue Impact: renewals Event Day (11/14/2026) | Checkout + pledge capture verification; start reconciliation | Finance/Auction Lead | 11/14/2026 | n/a | Event night | Mobile bidding tested | P1 | Not Started | Backup paper forms ready | Revenue Impact: cash in
T+1d (11/15/2026) | Segmented thank-yous (attendees/donors/sponsors/volunteers/speakers) w/ photos link | Comms/Development | 11/15/2026 | 1 day | 1 day | Photo selects | P2 | Not Started | Send within 24 hours | Stewardship; [TEMPLATE] T+1d (11/15/2026) | Staff + lead volunteer debrief; top 3 fixes documented | Events Manager | 11/15/2026 | 1 day | 1 hour | Event complete | P2 | Not Started | Capture issues while fresh | Process improvement
T+1w (11/21/2026) | Pledge/AR follow-up; receipts; credit card retries | Finance/Development | 11/21/2026 | 1 week | 1 week | Reconciliation start | P1 | Not Started | Daily aging report | Revenue Impact: collect 100% T+1w (11/21/2026) | Auction item delivery/certificates; resolve disputes | Auction Lead | 11/20/2026 | 1 week | 3 days | Checkout complete | P2 | Not Started | Track signatures/shipping | Cost Impact: shipping T+1w (11/21/2026) | Sponsor thank-you calls; preliminary metrics; next touch scheduled | ED/Development | 11/21/2026 | 1 week | 2 days | Photos/metrics ready | P2 | Not Started | Set renewal holds | Revenue Impact: renewals T+1w (11/21/2026) | Upload CRM data; tag attendees; honor opt-outs | Development/Comms | 11/18/2026 | 3 days | 2 days | Data cleaned | P2 | Not Started | QA duplicates | Compliance; [TEMPLATE]
T+1m (12/14/2026) | Final revenue/expense report; KPIs (attendance, net, CPDR, volunteer sat.) | Finance/Events Manager | 12/14/2026 | 3 weeks | 1 week | Full reconciliation | P1 | Not Started | Compare to goals | Outcome clarity T+1m (12/14/2026) | Sponsor stewardship reports (photos, metrics, quotes); renewal prompts | Development/Comms | 12/14/2026 | 2 weeks | 1 week | Final metrics | P2 | Not Started | Tailor by tier | Revenue Impact: 2027 pipeline T+1m (12/14/2026) | Board report; “template for next year” updates; vendor scores | ED/Events Manager | 12/16/2026 | 2 weeks | 2 days | Reports complete | P2 | Not Started | Lock learnings | [TEMPLATE]
Fundraising elements and payment safeguards are embedded (auction procurement, paddle raise levels/text/spotters, merchant setup, nightly reconciliation). All vendor-dependent items are marked with [LEAD-TIME FLAG]; external deliverables include 10–15% schedule buffers; print/production includes a 15% approval buffer.
AI Evaluation Details (Score: 8.8/10)
This is an exceptionally thorough and professional event planning timeline that demonstrates deep understanding of complex gala logistics. The output successfully balances comprehensive detail with practical usability, includes all required elements, and appropriately addresses the sophisticated needs of a major hospital foundation event. Minor weaknesses include some repetitive phrasing and a slightly mechanical feel in places, but overall it would be immediately actionable for the target organization.
- • Outstanding attention to critical path dependencies and risk mitigation—security protocols, union labor rules, VIP considerations, and vendor lead times are all appropriately flagged and buffered
- • Excellent calendar date calculations throughout (all dates correctly computed backward from 11/14/2026) with realistic lead times for a 600-person, $1.2M net revenue gala
- • Comprehensive coverage of complex fundraising mechanics (live/silent auction, paddle raise with spotters, mobile bidding, payment reconciliation) with appropriate technical detail
- • Strong accessibility integration (ASL, dietary accommodations, ADA seating, dedicated accessibility audit checkpoint at T-6w) that goes beyond checkbox compliance
- • Appropriate warm-but-professional tone that respects the sophistication of the audience while remaining practical and jargon-free
- • Intelligent prioritization system (P1/P2/P3) with clear dependencies that would help a team sequence work effectively
- • Realistic resource allocation acknowledging the complexity (professional day-of coordinator, stage manager, registration lead, 40 volunteers, security vendor)
- • Excellent use of [LEAD-TIME FLAG] and [TEMPLATE] markers that enable reuse and highlight critical vendor timelines
- • Strong post-event follow-up sequence including segmented thank-yous, sponsor stewardship reports, and 'template for next year' documentation
- • Executive summary effectively distills critical path, risks, and resource needs in accessible language
- • Some task descriptions are slightly formulaic or repetitive in structure (e.g., multiple 'RFP: [vendor]; compare; select; contract' entries could be more varied)
- • The 'Cost/Revenue Impact' column occasionally uses placeholder language ('TBD,' 'major vendor') where more specific estimates or ranges would add value, even if approximate
- • A few tasks could benefit from more granular owner assignments—'Development' is used broadly when specific roles (Major Gifts Officer, Events Coordinator) might clarify accountability in a 6-person team
- • Minor inconsistency: the Executive Summary states 'Gaps covered' but doesn't explicitly identify what the original gaps were before stating they're now covered
Test Summary: Generated Nov 2, 2025 • 3 scenarios • 9 total outputs • Average quality score: 8.73/10 • Total validation cost: $1.1953