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1. Conference Planning Checklist
Duration
Step Department Task Description Owner Start End Status
(Days)
Meet with Conference Planning Team for
1 Scheduling Executive Event Strategy
initial analysis and organization of event
Sally 6-Jan-11 35 10-Feb-11 Completed
Select Chairs for designated Sub-Teams
1 Scheduling Executive Event Strategy
to facilitate tasks
Jim 10-Feb-11 35 17-Mar-11 On Track
1 Scheduling Executive Event Strategy 1st Team Meeting Michael 17-Mar-11 35 21-Apr-11 Overdue
1 Scheduling Executive Event Strategy 2nd Team Meeting Tom 21-Apr-11 28 19-May-11 At Risk
1 Scheduling Executive Event Strategy 3rd Team Meeting Jim 21-Apr-11 21 12-May-11 Not Started
1 Scheduling Executive Event Strategy 4th Team Meeting Sally 10-May-11 21 31-May-11 Not Started
1 Scheduling Executive Event Strategy 5th Team Meeting Paul 1-Jun-11 30 1-Jul-11 Not Started
1 Scheduling Executive Event Strategy 6th Team Meeting Nancy 1-Jun-11 21 22-Jun-11 Not Started

2. 1 Scheduling Executive Event Strategy Final Review Meeting Nancy 1-Jun-11 21 22-Jun-11 Not Started
Draft Proposed Budget & Present to
2 Budget Finance Budget
Executives
Jim 15-Jun-11 28 13-Jul-11 Not Started
Revise Budget based on Feedback from
2 Budget Finance Budget
Executives
Sally 1-Jun-11 49 20-Jul-11 Not Started
2 Budget Finance Budget Get Final Approval from Executives Tom 15-Jun-11 21 6-Jul-11 Not Started
Distribute Finalized Budget to each Sub-
2 Budget Finance Budget
Team and monitor progress
Nancy 21-Jun-11 21 12-Jul-11 Not Started
Research Event Locations specific to the
3 Location Events Research
number of attendees and budget
Sally 15-Jun-11 21 6-Jul-11 Not Started
Visit Qualified Locations to make an
3 Location Events Research
Informed Recommendation to the Team
Jim 6-Jul-11 21 27-Jul-11 Not Started
3 Location Events Meetings Present Event Locations to Team Michael 15-Jul-11 21 5-Aug-11 Not Started
Obtain Feedback from Team and make
3 Location Events Meetings
Location Decision
Paul 15-Jul-11 21 5-Aug-11 Not Started

3. 3 Location Events Event Preparation Negotiate & Sign Contracts with Location Sally 21-Jul-11 28 18-Aug-11 Not Started
Make Final Visit to Location to ensure all
3 Location Events Event Preparation
details are prepared
Jim 30-Jul-11 35 3-Sep-11 Not Started
4 Decoration/Creative Events Creative Decide on Conference Theme Michael 5-Aug-11 28 2-Sep-11 Not Started
Develop Décor and Gift Ideas to go along
4 Decoration/Creative Events Creative
with Theme
Nancy 5-Aug-11 28 2-Sep-11 Not Started
4 Decoration/Creative Events Meetings Present Décor and Gift Ideas to Team Michael 10-Apr-11 35 15-May-11 Not Started
4 Decoration/Creative Events Meetings Obtain Approval for Décor/Gifts Paul 1-May-11 63 3-Jul-11 Not Started
Order Gifts for Attendees & Purchase
4 Decoration/Creative Events Event Preparation
Decorations
Jim 10-Aug-11 21 31-Aug-11 Not Started
4 Decoration/Creative Events Creative Create Invitations Tom 15-Aug-11 14 29-Aug-11 Not Started
4 Decoration/Creative Events Meetings Present Draft of Invitations to Team Sally 15-Aug-11 14 29-Aug-11 Not Started

4. Obtain Approval & Finalize Invitation
4 Decoration/Creative Events Meetings
Design
Jim 1-Aug-11 28 29-Aug-11 Not Started
4 Decoration/Creative Events Event Preparation Have Invitations Made Tom 1-Aug-11 21 22-Aug-11 Not Started

5. Event Preparation
Meetings
Meetings
Creative
Event Preparation
Meetings
Meetings
Creative
Creative
Event Preparation
Event Preparation
Meetings
Meetings
Research
Research
Budget
Budget
Budget
Budget
Event Strategy
Event Strategy
Event Strategy
Event Strategy
Event Strategy
Event Strategy
Event Strategy
Event Strategy
Event Strategy
2-Jan-11 21-Feb-11 12-Apr-11 1-Jun-11 21-Jul-11 9-Sep-11