Post-Event Checklist | run.events Community

A step-by-step guide to reviewing tickets, finances, feedback, and logistics after an event to ensure nothing is missed and future events are improved.

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