Select Page


Studying Time: 14 minutes

Your digital occasion plan isn’t only a assortment of concepts for what your occasion goes to appear like. It’s a residing, respiratory doc that specifies and descriptions each necessary factor and consideration to your whole occasion. A strong digital occasion plan ensures that you simply and everybody in your workforce is aware of what must be carried out, by whom and by when, in order that nothing is neglected.

The very fact is, placing on a digital summit or on-line occasion may be a variety of work. There are an incredible variety of particulars to work by way of and points to think about. Happily, not solely can a digital occasion plan be sure that your occasion is successful, taking the time for digital occasion planning will repay as you scale and replicate your occasion.

And bear in mind, a digital occasion could be a enormous on-line convention or a single session webinar. It may be dwell or recorded, a number of tracks or not, targeted on engagement or content material… or the entire above. There are lots of sorts of digital occasions and sorts of periods you possibly can plan your digital occasion round. As you undergo this digital occasion planning train, you should have alternatives to assume by way of the entire mandatory components and doc them. That method, giant or small, your subsequent digital occasion will probably be flawless.


Three Approaches

In the case of truly placing collectively a plan to your digital occasion, you do have a number of completely different approaches to think about:

  1. Examine weblog posts and movies and construct it your self.
  2. Outsource a workforce to create and execute the plan for you.
  3. Spend a day with me and stroll into Monday with a whole plan in hand.

The primary choice is what I’m serving to you with on this article. By the point you’ve completed studying this and downloaded the virtual event plan worksheet I will send to you, you’ll be in your option to having a whole digital occasion technique pulled collectively to your mission. For every part, there are extra sources right here in my weblog, on my podcast, and on-line generally, that may assist educate you in your choices and make an knowledgeable determination.

For individuals who don’t need to be the digital occasion planner for his or her group, you possibly can, in fact, outsource your complete mission. There are companies who will construct your plan and execute it in your behalf.

Nevertheless, when you’re something like me, you’d relatively have a hand in assembling the digital occasion technique that what you are promoting goes to make use of. You’d prefer to create a plan that you may enhance on and use once more. You see the great worth and potential that digital occasions can deliver to what you are promoting for a few years to come back.

However, you additionally need to ensure your occasion is flawless and need to depend on an expert to information you. That’s the place I may be of much more help. Skip to the entrance of the road and let’s schedule a VIP Technique Day the place I’ll stroll you thru each factor of a Offered Out Summit. As an alternative of spending weeks attempting to place collectively a digital plan by yourself, we’ll spend a day in a Digital Occasion Intensive and also you’ll stroll into Monday with a whole technique in hand.

Instruments to Plan a Digital Occasion

To get began, you’ll first want a instrument or medium for recording and constructing out your digital occasion plan. The planner I emailed you is a PDF that you may edit in your system, print out and mark up, or import right into a Google Doc.

Once I’m constructing out my very own occasions or working with shoppers, we begin with a doc for freeform brainstorming however, as quickly because the excessive degree particulars have been established, I transition to a Google Sheet the place I can extra simply set up tabs for various points of the occasion, and simply preserve rows and columns for the entire information related to a web-based summit.

Virtual Event Plan sheet template, provided to VIP Strategy Day clients.
Digital Occasion Plan sheet template, supplied to VIP Technique Day shoppers.

In the event you’ve used instruments like Airtable, Asana, ClickUp, Miro or Monday, they are often nice property for organizing your complete mission and speaking duties and deadlines and updates throughout a number of groups.

In actual fact, my buddies at Deskrig have constructed a reasonably superb system the place, as you propose your digital occasion in Airtable, it mechanically populates your digital occasion touchdown web page, run of present, and extra!

Once I meet with VIP shoppers, I present them with a personalized, extra in depth model of the workbook I’ve despatched you that we stroll by way of step-by-step. Additionally they obtain a Google Drive full of templates, swipe information, a pattern Planning Sheet primarily based on the one I exploit myself, agreements, and extra. All of which is delivered to them throughout their digital occasion consulting session in order that they don’t must waste numerous hours scouring the web for examples.

Parts of a Digital Occasion Plan

With however few exceptions, regardless of the supposed dimension and scope of your digital occasion, you’ll want to create a plan that has these components to it. Via the planning course of, you’ll contemplate every of those components and, initially, make word of concepts, questions, duties, considerations, and sources. Needless to say assembling a digital occasion is nothing in any respect like constructing, say, a chunk of furnishings.

Once you deliver a brand new desk residence from IKEA, it comes with step-by-step directions that illustrate the entire items you want and at which level each bit connects to the following.

Digital occasion planning is extra of an iterative course of the place you’ll do an preliminary cross, fill in what you understand, then add extra element and context, and begin to work on among the particular duties which have been recognized. As you construct out the plan, you’ll additionally establish some duties and components that have to be carried out in some unspecified time in the future sooner or later, and the plan will show you how to not solely bear in mind to do these duties, but in addition take away them out of your quick concern since they’re now scheduled.

As an illustration, one completely important activity in any digital occasion is the Tech Test. Whether or not you’re recording or broadcasting dwell, any people concerned within the important manufacturing should take a look at their gear and connections to verify their cameras and microphones work, and everybody’s clear on the run of present. However the factor is, when you’re simply beginning to plan your digital occasion, that tech examine is one thing you don’t must do or fear about for weeks. You possibly can schedule that within the days main as much as your occasion and so long as it’s calendared and communicated, you possibly can flip your consideration to extra quick wants.

And bear in mind, you possibly can grab the worksheet and fill it out by yourself, or you possibly can guide a Digital Occasion Intensive with me and we’ll work by way of it along with the advantage of my expertise, suggestions, templates and swipe information. It’s completely as much as you.

Digital Occasion Objectives

The very first episode of the Digital Occasion Strategist podcast, and the primary factor of your digital occasion plan is Objectives, as a result of that is an important level. Take your time and actually contemplate what it’s you need to accomplish along with your occasion.

Your targets will embrace your main goals, in fact – what do you need to accomplish out of your digital occasion, however must also elaborate particular measurables. Not simply registrants, certified leads. Not simply gross sales, however a particular income quantity. Not simply model consciousness, however particular metrics for model mentions.

As you’re planning the remainder of your occasion, the selections you make ought to all the time align along with your targets and your target market.

Digital Occasion Viewers

Subsequent, contemplate particularly who you’re attempting to focus on, and this must be extraordinarily slender and detailed. The extra targeted you might be in who you’re concentrating on, the more practical your occasion planning and advertising messaging goes to be. And consequently, your on-line occasion will probably be extra profitable.

Construct out an avatar or persona to your target market and thoroughly contemplate the particular downside or issues they’re experiencing that your digital occasion can resolve or assist them resolve.

Ideally, it is best to discuss to shoppers and prospects about their most important challenges and ache factors and use a variety of the identical language they use once they’re speaking to you.

Occasion Finances

Finances can usually be a problem, notably for first-time digital occasion planners, because it’s a wholly new mission and most of us don’t know how a lot something prices, or what we even want.

That is the place it’s useful to run by way of making a plan at a excessive degree, initially, to get some thought on the scope of the occasion you need to placed on and what you may want, then it’s simpler to perform a little analysis on pricing and word some ballpark figures.

For a web-based summit, the digital occasion platform is usually one of many largest preliminary investments, adopted by paid audio system when you want them and paid media spend. Refer again to your targets, whether or not it was leads or income or one thing else, and extrapolate what number of attendees you have to to be able to meet these targets.

As an illustration, in case your purpose is to usher in 500 certified leads for what you are promoting, and also you estimate that solely about 25% of your occasion attendees will probably be certified consumers to your gross sales workforce, which means you’ll want 2000 or extra registrants, proper?

No matter that quantity is, word that down, as a result of a lot of the digital occasion platforms and options you analysis are going to cost you primarily based on the variety of occasions you propose to run, and the variety of anticipated registrants you anticipate.

Date & Timing

There are a number of issues relating to figuring out particularly while you plan to host your digital occasion, together with:

  • Lead-time for manufacturing, speaker choice, and content material creation, plus…
  • Lead-time for promotion to realize targets
  • Finest time / day for viewers
  • Test for vacation, celebrations, sports activities or different occasions in battle
  • If hybrid, will or not it’s simultaneous?
  • Is that this a part of a sequence?

Suppose by way of these factors, make notes in your digital occasion planner, and decide while you really feel you’re prepared.

Digital Occasion Platform & Tech

The platform you utilize, whether or not that’s Zoom or a instrument particularly for digital occasions, like Airmeet or Hopin, is a vital determination, and one that you simply will be unable to make definitively till you’ve labored by way of extra particulars of your digital occasion plan. Begin filling out these particulars and when you will have a tough thought of price range, attendee expectations, and different particular necessities, schedule a number of demos with digital occasion platforms.

Be happy to drop a remark beneath or hit me up on Twitter if you’d like some suggestions on platforms to think about given your wants.

  • Accessible price range
  • Anticipated Attendees
  • Design sources
  • Agenda necessities from beneath
  • Sponsor functionality
  • Vital integrations?
  • Separate occasion & registration web page wanted?

Occasion Agenda

Your detailed agenda to your digital occasion will embrace the particular occasions and audio system and subjects for every session you will have scheduled, in addition to networking time, exhibition corridor, and the rest you want to embrace. Earlier than you may get to that degree of element, you’ll want to take into consideration your imaginative and prescient to your occasion and the way you need your occasion to circulate.

Will your occasion be a single day or a number of days? A number of tracks inside every day? Reside movies or pre-recorded?

Will attendees have networking alternatives like spherical tables or breakout periods? What other forms of actions do you want to schedule?

The digital occasion planner has extra detailed prompts and for every I like to recommend noting whether or not or not that’s of curiosity, and if it’s a requirement. Keynotes could be required, whereas desk talks could be a pleasant to have. This element will show you how to decide the perfect digital occasion platform to your wants.

Don’t recruit audio system and construct out your detailed agenda till you’ve decided your digital occasion platform and expertise.

Occasion Audio system

The audio system you usher in to your digital occasion not solely ship the content material that may assist your viewers and attendees, additionally they communicate to the clout and authority of your occasion and, by extension, your model. I usually suggest shoppers to have price range put aside particularly to pay for not less than some paid audio system, as a result of in most industries the paid audio system would be the most recognizable names and authorities.

However not all audio system should be paid. Many professionals are excited to talk at occasions and don’t should be compensated as a result of that’s not their enterprise mannequin. Perhaps they’re much less skilled or, extra seemingly, they’ve a full time place and talking at an occasion like yours brings consciousness for each them and their model.

What’s extra necessary is the subjects you coordinate to have offered at your occasion. Refer again to your Objectives and the Viewers you’re focused along with your digital occasion, and the challenges they’re dealing with. Recruit audio system and subjects that may tackle these ache factors particularly, and assist your occasion obtain the general outcomes you’re in search of.

  • Listing workers who may doubtlessly communicate.
  • Listing present companions/ambassadors who may doubtlessly communicate.
  • Listing recognized names/manufacturers who would deliver status and recognition.
  • Match potential audio system towards decided subjects and attain out.
  • Analysis different audio system for remaining subjects and attain out.
  • Variety, Fairness, and Inclusion issues.

Occasion Sponsors

An non-obligatory factor of the digital occasion plan is occasion sponsors or companions. Chances are you’ll not incorporate different manufacturers into your occasion however when you do, you’ll want to think about what that appears like and what the necessities are. If it’s a paid sponsor providing, what are the sponsorship ranges and advantages? If it’s a partnership, how are you going to strategy companions?

Virtual Event Booths

Observe these particulars, then brainstorm potential companions to start out reaching out to, and ensure they’re aligned along with your model and target market.

  • Decide necessities
  • Decide advantages
  • Brainstorm potential companions

Attendee Registration

One necessary level to not be neglected in any digital occasion plan is how your attendees will register to your occasion, and what data will you seize?

That is neglected just because so many digital occasion platforms and ticketing methods have in-built types for title and electronic mail and technically, that works. You’ve now captured my data ample to ship me particulars concerning the occasion and for me to log in.

Nevertheless, you understand nothing about me. You haven’t certified me in any respect. Whereas we seemingly don’t need to pepper attendees with twenty questions up entrance, the registration kind is the right time to get some primary qualification carried out – no matter that appears like for what you are promoting. Perhaps it’s the dimensions of the registrant’s firm, what instruments they’re utilizing presently that compete along with your model, or one thing else.

Once I run occasions for Agorapulse, we all the time ask attendees what number of workers are a part of their social media workforce, and what number of social profiles they’re managing, as that tells us immediately which of our service plans they’d seemingly must put money into. And that makes them certified.

You may additionally need to ask categorization questions in order that later, throughout networking intervals, you should use matchmaking functionality provided by some platforms to facilitate networking. Akin to whether or not a enterprise is B2B, B2C, Govt. or NFP.

Take into account what questions you’ll want to ask attendees up entrance after which ensure your digital occasion platform can accommodate.

Communication Plan

Communication of and through your digital occasion is important! That is predominantly by way of electronic mail although may embrace channels like Slack or Discord if relevant.

First, you should have a sequence of emails that you may and will ship to your present audiences to advertise your upcoming occasion. You too can present your audio system and sponsors with variations of those emails in order that they, too, can promote your occasion to their subscribers.

Additionally, you will have emails that should exit to attendees.

Don’t depend on the digital occasion platform to have these already arrange and optimized to your occasion. Whereas most platforms do an nice job of getting templates in place to speak to your attendees, it’s your job because the digital occasion planner to evaluation these templates and customise, delete or add nonetheless wanted to make sure that your attendees have the entire data they want.

Additionally make word, as soon as you choose a platform, whether or not that service lets you ship emails on the fly or not. Some don’t and if not, just remember to have an electronic mail system or CRM the place the registrants are mechanically flowing into and, by way of which, you possibly can ship emails if wanted.

We’ll speak about backup plans in a second but when there’s a big change or difficulty along with your occasion, you will have to have the ability to talk that to all attendees immediately.

Digital Occasion Promotion

Selling your digital occasion is a Huge Deal. There’s a ton that you are able to do and the planner has an intensive listing of concepts. There’ll even be full articles and guides revealed right here so keep tuned for these.

The secret’s to assume by way of every part that you simply need to do, and contemplate the time and sources that you simply’ll want to arrange every promotional factor, and the timing for utilizing that factor.

As an illustration, if you wish to broadcast dwell video interviews with a few of your audio system after which repurpose these interviews into weblog posts, video snippets, and podcasts, you’ll must schedule these out prematurely of your occasion with ample time to arrange the interview, conduct it, repurpose it, publish the repurposed bits, and nonetheless have sufficient lead time earlier than your occasion such that individuals who, say, hear the podcast, have a tendency to register.

One profit of getting the listing I’m proving you: not solely will it offer you concepts of promoting techniques to attempt, it’ll additionally offer you a useful resource to show to if, within the days main as much as your occasion, registrations aren’t the place you need them to be. Whereas that may be disappointing, it’s additionally a possibility so that you can stretch your self and your workforce, or assume exterior the field, about methods you possibly can attain completely different audiences.

For instance:

  • Weblog Put up concepts
  • Paid Media
  • Sponsored content material
  • Reside Interviews
  • Reside Present & Podcast visitor interviews
  • Teaser Video
  • Press Launch
  • Twitter Deal with Hashtag & Bio Replace
  • Influencer Advertising
  • CSV of Session Tweets
  • Affiliate / Monitoring Hyperlinks, UTM Parameters

Run of Present

Whereas your attendees could have their detailed agendas for the day, you, because the digital occasion planner and producer, could have a Run of Present. That is your manufacturing sequence that may embrace schedule, timing, queues, hyperlinks, scripts and extra. You may need a single RoS for your complete occasion, or a sequence of RoS’s that lead you from session to session.

In the event you’re planning a multi-track digital occasion that may have a number of dwell periods occurring concurrently, you’ll seemingly have a distant manufacturing workforce with separate hosts for every observe or session, and due to this fact every could have their very own Run of Present.

This may be as detailed as you’ll want to be, and a few occasion methods will assist construct RoS’s dynamically primarily based on information you enter into the occasion planning system.

I like to recommend utilizing this to notice not solely session occasions, however inexperienced room occasions and different necessary particulars, and have a model for every key particular person and their private timezone.

As an illustration, if I’m internet hosting a digital occasion that has periods beginning at 1pm, 2pm and 3pm Japanese Time, however I’m in Central and my audio system occur to be on Pacific, I’d have a Run of Present that famous for me the beginning occasions in CST and in addition famous that I wanted to be within the inexperienced room, able to examine everybody’s audio and video, fifteen minutes prior to every session’s begin time.

By the way in which, this is likely one of the causes I counsel deciding on a digital occasion platform earlier than you construct your detailed agenda. Chances are you’ll discover that because the host, you can’t go a session’s inexperienced room till you’ve left and accomplished the earlier session, which implies you would wish to schedule these periods with ample time in between.

Digital Occasion Backup Plan

The reality is, issues will go incorrect with any digital occasion. What units the professionals other than the amateurs is their preparedness for no matter can and can go incorrect.

Some preparedness comes with expertise. In case your occasion MC is on display along with your speaker and the speaker immediately drops out of the session, we hope the MC will probably be skilled and calm sufficient to cowl for them for so long as it takes for them to revive their connection and resume.

Whereas nobody can anticipate every part that might go incorrect, cautious planning prematurely can forestall many potential points, in addition to put together you to swiftly and easily deal with different points once they come up.

As an illustration, it’s straightforward to examine the opportunity of a speaker having poor Web connectivity that threatens her audio or video high quality, or drops them altogether. An skilled digital occasion planner and producer could have examined their WiFi beforehand and regarded backup WiFi choices, in addition to had graphics, video or different time-filling mechanisms already ready in case of such an occasion.

Do your entire key audio system have backup cameras, microphones and headphones? Even perhaps backup methods? Are their shows backed-up to the cloud? Would you contemplate having a pre-recorded model of their discuss that you may air in case they can’t go dwell for any purpose?

In the event you’re planning a big occasion with a thousand registrants or extra, work instantly along with your digital occasion platform to find out their capability and functionality as properly. They need to have a number of backup and contingency plans for any variety of potential points their may face which may influence your digital occasion.

Put up-Occasion Actions

Lastly, don’t forget the significance of follow-up actions after your digital occasion has concluded, and ensure they’re a part of your plan from the beginning.

As an illustration, if the aim of your digital occasion is to generate certified leads to your gross sales workforce, that’s one thing your gross sales workforce wants to concentrate on and planning for properly prematurely, in addition to your Advertising Ops workforce. Shortly after your occasion ends, you’re going to need emails going out to focused attendees, SDR contacts to essentially the most certified and prospects, and so forth. All of which takes not less than a few weeks to prepare and put together for!

Happily, you’re placing collectively a digital occasion plan that may assist inform all key stakeholders.

You’ll need to contemplate:

  • Session Recordings & Recaps
  • Ask for Suggestions
  • Subsequent Occasion
  • Thank You notes & presents for audio system, and so on.
  • Content material Repurposing

You don’t must do all of these items after your occasion, however not less than take into consideration them that method, if you wish to ship Thank You presents or follow-up surveys, you’ll have time to arrange them,

Finest Practices For Your Digital Occasion Plan

I discussed on the outset that your digital occasion plan is a residing doc. That’s as a result of I would like you and your workforce to discuss with it, add to it, edit and alter it, brainstorm on it, and permit it to be your central supply of reality to your occasion. Technically it may be a spreadsheet or mission administration system or no matter instrument or format you want, as long as it’s a single, central useful resource.

One other finest follow is to establish early on in your planning course of who the entire key stakeholders are to your occasion in your group and ensure they’re concerned as a lot as they should be. I’ve truly included a piece and reminder to that impact inside the very first a part of the digital occasion planning workbook for you.

Perhaps you’re the one one concerned in planning, executing, and benefiting out of your occasion, but when there are different folks and departments in your group who will probably be tasked to help you, could profit out of your occasion, or maybe simply should be conscious that this mission will probably be consuming nearly all of your consideration for the foreseeable future, word them down.

This can assist you make sure that everybody who must know prematurely could also be communicated to. Plus, the sooner you notify and contain different workforce members, the earlier you should have extra eyes in your plans and minds who may need new concepts and recent views into your digital occasion technique.

Think about although when you didn’t have to enter your first digital occasion as if it actually was your first. How profitable may or not it’s when you had the expertise of dozens of previous digital occasions and enterprise fashions to assist inform your entire choices? That’s what spending a VIP Technique Day with me can do for you. By all means, obtain the worksheet and provides it a go. Once you’re able to knock every part out in a day and stroll into Monday assured in your plan and technique, my Digital Occasion Intensive is for you.