Setting the Stage for Success: What to Prepare Before You Call Your Event Planner

Planning an event? A little preparation goes a long way! Discover the key details to have in order before you approach an event planner, saving you time, resources, and ensuring a smoother journey from vision to flawless execution.

Mishkah Verschuur | Co-Founder

7/18/20253 min read

a room filled with lots of tables and chairs
a room filled with lots of tables and chairs

Planning an event, whether it’s a grand corporate summit or an intimate private celebration, is an exciting journey. But before you dive headfirst into decor choices and guest lists, a little upfront preparation can make a world of difference when you approach an event planner like Catalyst Events. 🙌

Think of it as laying the perfect foundation. Having a few key elements in order doesn't just save you time and resources; it streamlines the entire process, minimising unnecessary back-and-forth and ensuring your vision comes to life with precision and ease.

Why a Little Preparation Goes a Long Way:

When you come to us with a clear picture of your needs, we can:

  • Provide more accurate initial proposals: Saving you time on revisions.

  • Identify the perfect venue and suppliers faster: Matching your specific requirements.

  • Focus on creativity, not clarification: Allowing us to dive straight into designing that impactful experience.

  • Optimise your budget: Allocating resources precisely where they matter most.

person writing bucket list on book
person writing bucket list on book

Ready to make your event planning journey as seamless as possible? Here’s what to consider before you connect with your event management partner:

When you come to us with a clear picture of your needs, we can:

1. Define Your Event Objectives & Desired Outcomes

  • What's the "Why"? Are you launching a product, celebrating a milestone, educating delegates, or fostering team connection?

  • What do you want guests to feel or do? Network, learn, celebrate, be inspired?

  • What's the measurable goal? (e.g., lead generation, sales target, employee satisfaction score).

    • Having a clear "why" guides every decision, from venue to agenda.

2. Establish a Realistic Budget Range

  • You don't need exact figures, but a high-level range (e.g., "R50k-R70k" or "R200k+").

  • This is crucial for determining what's feasible for venue, catering, entertainment, and tech.

  • An early budget conversation ensures we design within your parameters, avoiding wasted time on out-of-reach ideas.

3. Estimate Your Guest Count

  • Even a rough estimate (e.g., "50-75 attendees," "200-250 delegates") dramatically impacts venue selection, catering needs, and overall logistics.

  • Guest numbers are foundational for virtually every event element.

4. Pinpoint Preferred Dates & Times (and Alternatives!)

  • Do you have a specific date, or are you flexible within a month or season?

  • Consider any conflicting major holidays or industry events.

  • Knowing your availability helps us secure prime venues and key suppliers.

group of people gathering
group of people gathering

5. Determine the Event Type & Scale

  • Is it a gala dinner, a multi-day conference, a brand activation, a birthday celebration, or an awards ceremony?

  • What's the general vibe? Formal, casual, interactive, immersive?

  • This helps us understand the fundamental format your event will take.

6. Outline Any Basic Themes, Moods, or Brand Element

  • Do you have a company brand guide, preferred colours, or a specific aesthetic in mind?

  • Are there any "must-have" elements or specific messages you want conveyed?

  • This gives us a fantastic starting point for creative design and styling.

7. Identify Key Decision-Makers & Communication Preferences

  • Who will be the main point of contact? Who needs to sign off on decisions?

  • How do you prefer to communicate? (e.g., weekly calls, email updates, collaborative platforms).

  • Understanding your internal process ensures efficient approvals and clear communication.

Ready to Partner for Perfection? 💪

Even if you don't have every single detail ironed out, having these initial points in order means we can jump straight into crafting an event that exceeds your expectations.

At Catalyst Events, we pride ourselves on making the complex simple, ensuring your vision is not just realised, but flawlessly executed

Contact us today for a free, personalised consultation and let us craft a spectacular corporate celebration for your team, together, because after this year they deserve nothing less. 💃

🔥 SPARK THE MOVEMENT 🔥

✉️ Email mishkah@catalystevents.co.za

Explore the rest of of our websites to find out more about our services, and begin planning your unforgettable experience!

person wearing silver ring and white long sleeve shirt
person wearing silver ring and white long sleeve shirt