Post-Event Checklist

This comprehensive checklist ensures all critical tasks are completed after your event. Use this guide to review attendee data, reconcile finances, gather feedback, and analyze event performance.

Tickets and Attendees

Review all ticket sales data and attendee information to understand participation rates and gather insights for future events.

Review ticket sales summary

Verify total tickets sold vs. capacity

Analyze ticket types and pricing tiers performance

Generate attendee reports

Export complete attendee list with registration details

Review no-show statistics

Analyze attendees using custom fields to learn more about their profiles.

Update attendee database

Tag attendees for future marketing

Document VIP and key stakeholder attendance

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Finances

Complete all financial reconciliation tasks to ensure accurate accounting and identify any outstanding payment issues.

Unpaid Items

Review outstanding invoices and unpaid registrations

Send payment reminders to delinquent accounts

Document payment plans or write-offs

Incoming Payments

Verify all payment gateway transactions processed successfully

Match payments to registrations and ticket sales

Review refund requests and process approved refunds

Document payment processing fees and transaction costs

Bank Statement Reconciliation

Download bank statements for event period

Reconcile all deposits against ticket and sponsorship sales

Verify all vendor payments cleared

Identify and resolve any discrepancies

Generate final profit and loss statement

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Content and Speakers

Evaluate session performance and speaker effectiveness to identify successful content and maintain strong relationships with presenters.

Reports

Compile session attendance data

Review most and least attended sessions

Analyze session ratings and engagement metrics

Document technical issues or content concerns

Feedback Review

Collect and analyze session feedback

Review attendee comments and ratings per session

Identify top-performing content and speakers

Note areas for improvement

Share feedback with speakers

Prepare individual speaker feedback reports

Send thank you notes with performance summary

Request speaker testimonials and content reuse permissions

Invite top performers to return for future events

Learn more: Managing Session Feedback | Content and Speakers | run.events

Reports

Sponsors

Fulfill all sponsor commitments, deliver lead data, and nurture these valuable partnerships for continued support.

Compile sponsor fulfillment report

Verify all sponsor benefits delivered

Document booth traffic and engagement metrics

Calculate sponsor ROI based on available data

Manage sponsor leads

Export and distribute lead lists to appropriate sponsors

Ensure compliance with data privacy requirements

Track lead distribution and sponsor follow-up

Sponsor relationship management

Send sponsor thank you packages with event summary

Request sponsor feedback and testimonials

Schedule follow-up meetings for next year's sponsorship

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CRM (Customer Relationship Management)

Update your CRM system with event data to enable targeted follow-up and nurture relationships with attendees.

Import all event attendee data into CRM system

Update contact records with event attendance and engagement

Create segments for targeted follow-up campaigns

Tag contacts based on interests and sessions attended

Set up automated nurture sequences for different attendee types

Document high-value prospects for sales team follow-up

Check-ins

Analyze check-in data to understand attendance patterns, optimize future logistics, and identify popular sessions.

Global Check-ins

Review overall event check-in statistics

Calculate attendance rate vs. registrations

Analyze check-in times and peak arrival periods

Identify bottlenecks in check-in process

Document no-shows and late arrivals

Session Check-ins

Compile session-by-session attendance data

Identify most popular sessions and tracks

Review room capacity utilization

Track attendee movement patterns between sessions

Analyze session conflicts based on attendance data

Learn more: Global Check-In & Access Control app | Badges and Check-In | run.events

Gamification

Review gamification metrics to understand what engagement tactics worked and how to improve future interactive elements.

Review gamification transactions

Analyze point-earning activities and engagement rates

Identify most and least popular gamification activities

Review challenge completion rates

Analyze what was working

Identify top performers on leaderboards

Review prize redemption data

Assess overall engagement boost from gamification

Document lessons learned for future gamification strategies

Learn more: Managing Gamification Features | Gamification | run.events

Communications

Gather and analyze attendee feedback while maintaining momentum with thoughtful follow-up communications.

Conduct survey analysis

Review post-event survey responses

Calculate Net Promoter Score (NPS)

Analyze satisfaction ratings by category (venue, content, logistics, etc.)

Identify common themes in qualitative feedback

Create word clouds or sentiment analysis from open-ended responses

Follow-up communications

Send thank you email to all attendees

Share event highlights, photos, and key takeaways

Distribute session recordings or presentation materials

Send save-the-date for next year's event

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Marketing

Evaluate marketing campaign effectiveness and leverage event success in post-event marketing to build momentum for future events.

Campaign performance analysis

Review registration sources and attribution

Analyze conversion rates by marketing channel

Calculate ROI for paid advertising campaigns

Evaluate email campaign performance (open rates, click-through rates)

Review social media engagement metrics

Content and asset review

Identify best-performing marketing messages and creative

Archive all marketing materials for future reference

Document lessons learned for next year's campaigns

Post-event marketing

Create event recap blog posts or articles

Share success metrics and highlights on social media

Publish case studies or testimonials

Launch early bird campaign for next year's event

Learn more: Managing Influencer Campaign | Marketing | run.events