Health Status QTY Item Design Due

Green In Progress 1 100 word company description N/A

Green In Progress 1 Booth Graphics (specify In-Person or 04/11/23
Green In Progress 500 Virtual)
Collateral for booth 04/12/23
Green In Progress 1 Video Reel #1 04/12/23
Green In Progress 1 Video Reel #2 04/12/23
Yellow In Progress 1 Session content / slides TBD
Green In Progress 1 Email campaign
Blue Not Started TBD Social channel assets
Blue Not Started 500 Swag
Blue Not Started TBD Demos for booth
Blue Not Started TBD VIP Dinner item(s) TBD
Copy Due For Type
ASAP Website Digital
04/12/23 Onsite Print
04/12/23 Booth Both
04/12/23 Onsite Digital
04/12/23 Onsite Both
TBD Onsite Both
Email Digital
Social Digital
Onsite Print
Onsite Digital
Onsite Print
Phase Item Estimates
Fee Fee $90,000
Booth Graphics $5,000
Booth AV $5,000
Booth Internet $5,000
Booth Booth collateral / hand out $5,000
Booth Booth swag $5,000
Booth Lead retrieval $0
Booth Shipping $0
Dinner Customer Dinner $0
Actual Difference Approval Status Approved By
$0 Submitted
-$4,500 Submitted
Submitted SVC_TemplateGallery Service Account
Submitted
Submitted
Submitted
Submitted
Submitted
$0 Submitted
allery Service Account
Start Time End Time Duration Date Session
9:15am 10:00am 45 minutes Keynote Presentation Title
10:00am 10:10am 10 minutes Transition (Coffee / Rest Break)
10:10am 10:55am 45 minutes Presentation #1
11:00am 12:00pm 60 minutes Training Session
1:00pm 1:45pm 45 minutes Training Session
1:00pm 1:45pm 45 minutes Training Session
2:00pm 2:45pm 45 minutes Mini Session: Short Presentation then discussion
9:00am 3:00pm 30 min per in meetingalink
Schedule 1:1breakout
Solution Session Meeting
session
Presenter Session Name/Information
Hear how other organizations are solving these problems. 30
minutes + 15 Q&A
Transition
Hear from team members from across the organization discussing
how they
Title transformed their businesses - and how you can too!
/ Description
Title / Description
Title / Description
Up to 3 breakout sessions - tbd discussion topics. Attendees select
during registration
Schedule a meeting then
withare uploaded
a experts to to meeting
discuss an link
idea(and pushedyou
or solution to
need help getting started with that will help create immediate impact
Virtual Link to Join Register
Meeting Link

Meeting Link
Meeting Link
Meeting Link
Meeting Link
Meeting Link
Put in a link to a form
here to request a
Health Task
Assigned To Start Date Due Date Status
Assigned To Name Title
Event Team Planning Dashboard
Company Phone Email
Sessions Attended Comments
Signups 0
Health Status QTY Item
Event Team Planning Dashboard
[Enter Event Name in Sheet Summary]
Asset Folder Link Here (Hyperlink)
Green In Progress 1 100 word company description
Green In Progress 1 Booth Graphics (specify In-Person or Virtual)
Green In Progress 500 Collateral for booth
Green In Progress 1 Video Reel #1
Green In Progress 1 Video Reel #2
Yellow In Progress 1 Session content / slides
Green In Progress 1 Email campaign
Blue Not Started TBD Social channel assets
Blue Not Started 500 Swag
Blue Not Started TBD Demos for booth
Blue Not Started TBD VIP Dinner item(s) TBD
Copy Doc + Ticket Naming Convention For Type

(1 of 8) Company Description Website Digital

(2 of 8) Booth Graphics Onsite Print
(3 of 8) Collateral for Booth Booth Both
(4 of 8) Video Reel for Session Room Onsite Digital
(5 of 8) Video Reel for Digital Signage Onsite Both
(6 of 8) Session Slides Onsite Both
(7 of 8) Email Campaign Email Digital
(8 of 8) Social Campaign Social Digital
N/A Onsite Print
N/A Onsite Digital
TBD Onsite Print
Ticket Nee Ticket Type Ticket SubmiTicket# Copy Due Design Due

Yes Digi Mktg TRUE ASAP N/A

Yes Digi Mktg TRUE 04/12/23 04/11/23
Yes Digi Mktg TRUE 04/12/23 04/12/23
Yes Digi Mktg TRUE 04/12/23 04/12/23
Yes Digi Mktg TRUE 04/12/23 04/12/23
Yes Digi Mktg TBD TBD
Yes Marketo TRUE
Yes Social TRUE
No N/A
No N/A
Hold N/A
Final Files DueAssigned To

ASAP
05/10/23
05/17/23
05/17/23
05/17/23
05/17/23
Description
Health
Green Tasks
Yellow Tasks
Red Tasks

Allocated Budget
Estimate
Actual
Difference

Event Summary
Notes

13
9
9

$150,000
$115,000
$90,500
-$4,500

[Enter Event Name in Sheet Summary]

Category and Item Budget Allocati Estimates
Event Team Planning Dashboard
Main Workback Schedule
[Enter Event Name in Sheet
$150,000 $115,000
Summary] - Total Budget
Sponsorship $90,000
Fee $90,000
Booth $25,000
Graphics $5,000
AV $5,000
Internet $5,000
Booth collateral / hand out $5,000
Booth swag $5,000
Lead retrieval $0
Shipping $0
Dinner $0
Customer Dinner $0
Actuals Difference Approval Status Approved By

$90,500 -$4,500 -
$90,000 $0
$90,000 $0 Submitted
$500 -$4,500
$500 -$4,500 Submitted
Submitted SVC_TemplateGallery Service Account
Submitted
Submitted
Submitted
Submitted
Submitted
$0 $0
$0 $0 Submitted
Children Level Item
Event Team Planning Dashboard
2 0 Sizing Chart
0 1 Screen Shot 2019-05-02 at 11.05.07 AM.png
0 1 Screen Shot 2019-05-02 at 11.04.51 AM.png
0 0 Place Order HERE
0 1
0 1
0 1
0 1
0 1
0 1
0 1
0 1
Who Type QTY Size Ordered?

.
[link to preview item in store and sizing chart] .
[link to preview item in store and sizing chart] .

Ashley Women's 2 M 1
Andy Men's 2 XXL 1
Jackie Women's 2 S 1
Kristin Women's 2 XS 1
Nick Men's 1 L 1
Tyler Men's 2 M 1
Matt Men's 2 XL
Tanya Women's 2 L
Order Made Tracking Info Distributed

.
.
.

04/12/21 TRUE
04/12/21 TRUE
04/12/21
04/12/21
04/12/21
04/12/21
Status Health Task Name
Event Team Planning Dashboard
Green [Enter Event Name in Sheet Summary]
Yellow Overall Strategy
Green Content & Marketing Activations
In Person Event Planning
Virtual Event Workback Schedule
When
CORE TEAM
Green Marketing / Event Marketing Lead
Leadership
Yellow Sales Lead
Account Manager Lead
1:1 Pro Desk Appointment (Day of)
Q&A / Chat Support (Day of)
Session SME
- KEY LINKS
Green Agenda
Event Overview Document (if applicable)
Dashboard (External)
Dashboard (Internal for editing)
Registration List
Event Landing Page (Website or Virtual Tool)
Communications Document
Virtual Check List Day
Survey Post Event
Master Deck Location (PPT Decks)
- EVENT OVERVIEW
- COMMUNICATIONS
- WORKBACK SCHEDULE
TECHNOLOGY (VIRTUAL)
Check List Detail / Notes Assigned To Start Date Due Date

04/08/23 ###
03/31/23 04/26/23
04/12/23 04/26/23
04/01/23 04/09/23
04/01/23 04/03/23
04/02/23 04/03/23
04/06/23 04/06/23
04/07/23 04/07/23
04/09/23 04/09/23
04/09/23 04/09/23

03/31/23 03/31/23
03/31/23 03/31/23

03/31/23 04/06/23
Predecessors Duration Notes

1d
19d
11d
6d
2d
2d
1d
1d
1d
1d

1d
1d

5d
Event Name [Enter Event Name in Sheet Summary]
Event Description This is a place where you can describe your event so that others are aware of the broade
Where Chicago
Estimated Attendees Database Migration 15,000
Event Tracks / Themes Security
Smartsheet
Sponsors MBF Corp
Measures of Success Generate 150 MQLs
Event Owner
Total Tasks 144
Red Tasks 9
Yellow Tasks 9
Green Tasks 13
Blue Tasks 0
Completed Tasks 2
% Complete 1.39%
When 04/12/23
s are aware of the broader event context
Publish ExtBreak Session Virtual Link to Join
Event Team Planning Dashboard
Event
AGENDA
Welcome & Introduction Meeting Link
TRUE Keynote Presentation Title Meeting Link
1 1 Transition (Coffee / Rest Break)
TRUE Presentation #1 Meeting Link
1 Transition (Coffee / Rest Break)
TRUE Training Session Meeting Link
1 Lunch
TRUE Training Session Meeting Link
TRUE Training Session Meeting Link
1 Transition (Coffee / Rest Break)
TRUE Mini Session: Short Presentation then discussion in Meeting Link
1 meeting link
Transition breakout
(Coffee / Rest Break)
Mini Session: Short Presentation then discussion in Meeting Link
1 meeting link
Transition Breakout
(Coffee / Rest Break)
End of day Panel Discussion Meeting Link
End of Virtual Event Sessions
SCHEDULE A MEETING (1:1)
TRUE Schedule a 1:1 Solution Session Meeting Put in a link to a form here to
request a meeting.
Register Date Start Time End Time Duration

9:00am 9:15am 15 minutes

9:15am 10:00am 45 minutes
10:00am 10:10am 10 minutes
10:10am 10:55am 45 minutes
10:55am 11:00am 5 minutes
11:00am 12:00pm 60 minutes
12:00pm 1:00pm 60 minutes
1:00pm 1:45pm 45 minutes
1:00pm 1:45pm 45 minutes
1:45pm 2:00pm 15 minutes
2:00pm 2:45pm 45 minutes
2:45pm 2:50pm 5 minutes
2:50pm 3:35pm 45 minutes
3:35pm 3:45pm 10 minutes
3:45pm 5:00pm 75 minutes
5:00pm

9:00am 3:00pm 30 min per

session
Session Name/Information Presenter

Opening presentation from the conference or seminar host

Hear how other organizations are solving these problems. 30 minutes + 15
Q&A
Transition
Hear from team members from across the organization discussing how they
transformed
Transition their businesses - and how you can too! Group Q&A at the end of
Title / Description
Break for attendees to take lunch and then rejoin
Title / Description
Title / Description
Transition
Up to 3 breakout sessions - tbd discussion topics. Attendees select during
registration
Transition then are uploaded to meeting link (and pushed to breakouts). Then
Up to 3 breakout sessions - tbd discussion topics. Attendees select during
registration
Transition then are uploaded to meeting link (and pushed to breakouts). Then
Listen to leaders in our industry discussing their predictions for the year. This
session closes out the event and discusses next steps to your success.

Schedule a meeting with a experts to discuss an idea or solution you need

help getting started with that will help create immediate impact in your work.
Capacity
Published Externally Count 7
Status Health Phase Parent
Event Team Planning Das
Virtual Event Planning
Virtual Event Planning 6 weeks prior to the event (or
Virtual Event Planning 3 days prior to the event (or u
Virtual Event Planning Day of Event
Task
Event Team Planning Dashboard
Virtual Event Planning
6 weeks prior to the event (or further out, if possible)
3 days prior to the event (or up to a week prior)
Day of Event
Check List Detail / Notes Assigned To Start Date
Due Date Predecessors Duration
Event Name [Enter Event Name in Sheet Summary]
Event Description This is a place where you can describe your event so that others are aware of the broade
Where Chicago
When #INVALID DATA TYPE
Estimated Attendees Database Migration 15,000
Event Tracks / Themes Security
Smartsheet
Sponsors MBF Corp
Measures of Success Generate 150 MQLs
Event Owner
Total Tasks 26
Red Tasks 0
Yellow Tasks 0
Green Tasks 0
Blue Tasks 0
Completed Tasks 0
s are aware of the broader event context