Event: Planning Guide
Event: Planning Guide
Event: Planning Guide
Planning Guide
Table of Contents
Introduction
Liability Insurance
Event/Festival Publicity
Southeast Tourism Top 20
NC Association of Festival and Events
Event/Festival Entertainment
Photo Opportunities
Samples
Sponsor Letter
Sponsor Opportunities
Craft Vendor Letter
Craft Vendor Application
Food Vendor Letter
Food Vendor Application
Parade Rules
Parade Application
Parade Participant Appreciation Certificate
Festival Evaluations
Introduction
preparation, and running of events. It is hoped that the use of this guide will help you
through the process. Perhaps stress can be alleviated and the experience can be enjoyed
to the fullest.
The guide has been written to be user-friendly with a complete checklist and
With the right approach you are sure to have a successful event and a great time
doing it!
Compiled by:
Kay Mitchell-Thomas
Heritage Tourism Development Officer
NC Division of Tourism Film, and Sports Development
P.O. Box 3
Murfreesboro, NC 27855
(252) 398-5922
kmitchell@nccommerce.com
Event Planning Outline
A special event is an event focused on a specific purpose such as a festival, a
fundraiser, an awards banquet or other significant occasion in the life of a community.
These special events are different from "programs" offered on a continuing basis such
as a lecture series or a club meeting. The following steps are offered to help guide your
event planning:
2. Make a checklist
3. Create a budget
The objective is to provide event planners with a financial blueprint. The budget
should be specific, and include revenue opportunities (sponsorship, ticket sales,
donations. concession sales) as well as expenses (printing, permits, insurance,
entertainment, food, supplies, security).
4. Consider logistics
A “Bad Weather” plan is also needed. Perhaps the plan is to continue as much as
possible or there may be a need for an alternate location. How will people be
notified of inclement weather changes? Will a rain date be determined and/or
advertised.
5. Plan publicity
Promoting a special event takes creative thinking balanced with practicality. The
primary objective is to publicize the event, but secondary objectives should be
considered.
Take time to evaluate right after the event while the details are fresh. You may
want to consider having a questionnaire for participants to fill out. Some general
evaluative criteria include:
o Did the event fulfill its goals and objectives? Why or why not?
o Identify what worked and what needs fine-tuning. Which vendors should
be used again?
o What items were missing on the checklist?
o Was the event well attended?
o Was informal and formal feedback about the event positive?
o Given all that went into staging, was it worth doing?
3. Entertainment – Chairman
4. Parade – Chairman
6. Set-up/Clean-up/Parking – Chairman
During this site evaluation, evacuation plans should be established. All personnel
associated with the event should be trained in proper evacuation techniques. Evacuation
should address both outdoor and indoor situations, especially in locations with limited
access or restricted exits. When considering evacuation plans, always include
contingency plans for the orderly evacuation of attendees due to weather, fire or other
emergency situations.
In selecting a proper event location, make certain the site can properly
accommodate those attendees with disabilities. Is the site wheelchair-accessible? Is
parking adequate for persons with disabilities? Are water fountains and rest rooms
accessible? Indoor facilities should be inspected for code compliance, emergency
lighting, alarms, sprinkler systems and adequate fire extinguishers. Be certain all exit
doors are operable and unobstructed. Check all electrical circuits to see if they have
ground fault protection and that all extension cords are equipped with grounding plugs.
A key concern of any special event is the potential for severe injury resulting from
attendee slips, trips and falls — the No. 1 area of special events claims. To prevent such
hazards and dramatically reduce the expensive claims associated with them, make certain
your facilities are thoroughly inspected. Be conscious of uneven ground, electrical cords,
ropes and stakes used to support tents. Include in your inspection all fall hazards, high-
voltage electrical equipment, and areas of vehicle movement. Once identified, correction
should take place immediately.
For large events, consider remote parking or the utilization of a shuttle service.
Your parking area needs to be well maintained with adequate lighting for night events. In
addition, safe walking lanes, sidewalks and crosswalks should be evaluated for pedestrian
traffic. It is important that the individuals selected for traffic control are well trained to
assure a smooth flow of traffic.
Site Evaluation, Parking, and Security
Another very important consideration of special events is crowd management. A
first step in this endeavor is estimating the number of attendees in order to develop a
sound monitoring and control plan. It is very important that you understand the
characteristics of your expected audience; you need to evaluate different crowd
management controls for different types of events.
An arts and crafts event will most certainly differ from a rock concert. Seating
should take into consideration proper spacing, seating capacity and number of attendees.
This all translates into a specific number of exits and compliance with local fire codes.
Again, the importance of well-placed signs cannot be over-emphasized. Well-located and
visible signs can be a tremendous aid in controlling crowds and avoiding confusion.
Signs clearly indicating entrances, events, security, vehicle direction, restricted areas,
first aid and rest rooms should be put in place. In addition, a sufficient number of rest
rooms should be available, and trash receptacles should be strategically placed
throughout the event area and emptied often.
These emergency procedures should be coordinated with both police and fire
personnel. Resources for the treatment of multiple injuries should be available. To assure
immediate response by emergency vehicles, on-site evacuation routes should be
developed.
It is extremely important that a full report of all injuries and illnesses be completed
and forwarded to your entity’s risk manager or insurer. A designated spokesperson
should be appointed to deal with the media relative to any event incident. The success of
your special event will ultimately depend on good pre-event planning.
--- Excerpts from Planning Your Event Can Prevent Trouble Down the Road
by Steve McGinn
Liability Insurance
Liability insurance is a part of the general insurance system of risk transference.
Originally, individuals or companies that faced a common peril, formed a group and
created a self-help fund out of which to pay compensation should any member incur loss.
The modern system relies on dedicated carriers to offer protection against specified perils
in consideration of a premium. Liability insurance is designed to offer specific protection
against third party claims, i.e., payment is not typically made to the insured, but rather to
someone suffering loss who is not a party to the insurance contract. In general, damage
caused intentionally and contractual liability is not covered under liability insurance
policies. When a claim is made, the insurance carrier has the right to defend the insured.
The legal costs of a defense are not affected by any policy limits, which is useful because
they can be significant where long trials are held to determine either fault or the amount
of damages.
Event/Festival Publicity
The key to an event’s success is excellent publicity. One of the biggest mistakes
event organizers make is forgetting about publicity until after almost all the planning is
complete.
Here are some questions to ask yourself during the early days of your planning:
Website – Every annual event should have a website which gives essential
details. This is an excellent source for putting vendor applications online,
photographs for media, and updates. The North Carolina Division of Tourism’s
website: www.visitnc.com lists happenings in the State. Each county has a
tourism contact who has availability to the site. Contacts are listed at the NC
Department of Commerce site under tourism: www.nccommerce.com.
Newspapers – Local and regional papers will usually publish feature articles on
events – especially if they are well written and have photographs attached. It is
important to email articles and photographs as attachments so that they will not
have to be retyped.
Radio Stations – Many local radio stations have early morning talk shows which
will welcome your event chairman as a guest. What a great way to promote at no
cost. Stations will often trade sponsorships for advertising spots. It is important
to establish a good relationship with station officials.
Southeast Tourism Top 20 Events - Festivals or events that have at least 1,000
in attendance and are in their 3rd year of existence, compete for the title of Top 20
event during the month it is held. If awarded, the event will receive excellent
publicity. See www.ncfestivals.com for further details.
Event/Festival Entertainment
In order for an event to be memorable, it requires special entertainment. Usually
the entertainment matches the theme. Festivals are known for providing continuous
entertainment, which cover the entire kaleidoscope.
Amusement Rides
Pony Rides
Vocalists
Dancers
Parades
Crafts Fair
Food Fair
Karate Demonstrations
Fireworks
Live Bands
Street Dances
Magicians
NASCAR simulators
Celebrity Guests
Parades of all sizes
Contests
Art Shows
This list could continue on and on. The North Carolina Association of Festivals and
Events’ website provides an extensive roster of vendors. This is a site to gain
entertainment ideas and a network of support. Annual memberships are reasonable.
www.ncfestivals.com.
Amusement Rides
Food Fairs
Crafts
Local Dancers
Fireworks
Date_____________
Dear Sir:
In order to assure that this popular festival maintains its high caliber of offerings,
we are asking you, the business leaders of this region, to assist financially. In exchange,
you will be listed on the sponsor board at the festival, included in festival publications,
and listed on the festival’s website.
As you know, this festival was designed as a catalyst for civil clubs and nonprofit
organizations to generate funds for community activities. Due to rising costs, it is
extremely important to the health of the festival to request your continued support. The
committee is proud that an admissions fee has never been charged and wishes to continue
this practice.
If you have questions, please call (______________). Please make plans to attend
this year’s event – and join in the fun!
Sincerely yours,
Attachment
Sponsorship Opportunities
Parade $
Fireworks $
General Donation $
Sample Craft Vendor Letter
Date _____________________
Dear Participants:
Those with push carts must stay in their assigned space; they may not roam.
Vehicles CANNOT be part of the booth display. Throughout the festival there will be
entertainment on the grounds. Each night there will be street dancing with professional
bands.
The festival will provide security for vendors during the night (s) of
_____________date and times. Please make arrangements accordingly. Application
with vendor fee, a self addressed stamped legal sized envelope and one photo of booth
set-up must be postmarked by (date). Any applications after that date will require a
$25.00 late fee in addition to the vendor fee. The Festival Committee reserves the right
to reject an application and return all fees. You will be notified of your application
acceptance by (Date). The Festival Committee also reserves the right to accept a limited
number of vendors with similar products.
Sincerely yours,
Chairman
Enclosure - application
Sample Craft Vendor Application
Crafts/Antiques Fair
(Date)
Address: ________________________________________________________________
________________________________________________________________________
I have read the above and understand the requirements and agree to abide by them if
accepted. The ____________________ Festival will not be responsible for any damages
or losses suffered by participants in this event.
__________________________________ ____________________________________
Vendor’s signature Date
The ____ annual ______ Festival will be held in (town), (dates). The committee
is once again extending the opportunity to food vendors to offer food all four days of the
festival. The Committee is expanding the food fair due to increased attendance.
Throughout the festival there will be entertainment on the grounds with street dancing
every night.
The festival will be held on the lawn of ______________ in (name of park, street,
etc). Approved vendors may begin selling food on (date), (time). The same schedule
applies the following three days. Vendors may serve food until the conclusion of the
events each evening.
Food vendors may serve food 2 days or 4 days. Vendors who wish to serve food
for only two days may meet the requirements of G.S. 130-A-250 (7) Exemptions
(enclosed) or be permitted as a Temporary Food Stand. All food vendors serving food
for 4 days must be eligible for a Temporary Food Stand Permit (enclosed). Permitted
Mobile Food Unites will not have to meet any of the above requirements.
Specific details of the food service area must be submitted along with the application.
Pictures of past events would be helpful. The ________________ Committee must know
exactly how your booth will be set up. For example, you must tell us how you plan to
cover your area, cover the ground, heat water for dishwashing, implement hand washing,
and how you plan to protect the food you are serving for the elements and people. Also
tell us how you plan to keep cold foods cold (45 degrees F) and hot foods hot (140
degrees F).
You are responsible for providing all of your set-ups such as tables, chairs, etc. All
spaces will be 15’ x 20’. If your equipment, product, or canopy will not fit in this space,
you will need to reserve an additional space. Electricity will be provided only to good
vendors at an additional cost of $45.00. Food vendors need to use heavy duty outdoor
extension cords, at least 12-2 with ground wife. There will be a fire and sanitation
inspection prior to the sale of food for any unsafe conditions. We only provide 20A
service. Ice will be available for purchase all four days. Those with push carts must stay
Sample Food Vendor Letter
in their assigned space; they will not be allowed to roam. Water will be available, but
there will be no permanent water hook-ups for vendors.
The festival will provide security for vendors at the conclusion of the festival each
evening (date(s) until 7:00 a.m. Please make arrangements accordingly. Application
with vendor fee, a stamped self-addressed legal sized envelope and one photo of the
booth set-up must be postmarked by ________________ (date). Any application
after that date will require a $25.00 late fee in addition to the vendor fee. If your
application is not accepted you will receive your money back. You will be notified of
your application acceptance by (date). The Festival Committee reserves the right to
accept a limited number of food vendors with similar products and to reject any
application and return all fees. The amusement ride company has exclusive rights on all
cotton candy, candy and caramel apples, popcorn, caramel corn, snow-cones, funnel
cakes and polish sausage. (This will vary with various amusement companies and
contracts).
For safety reasons, you will not be allowed to take down and leave your space
before the festival is over. The large amount of foot traffic through the food area makes
it too hazardous for vehicles to be allowed in. We appreciate your cooperation in this
matter.
Sincerely yours,
______________
Food Chairperson
Enclosures
Sample Food Vendor Application
Application Deadline: May 7, 2007
___________________________Festival
August, 2007
Food Vendor Application
What days will you participate: All Four Days ___________ Fri. & Sat. __________
Late Fee $ __________ ($??.00) Late fee applies only if application is postmarked later than May 7, 2004
Type and size of set-up: (example: trailer, tent, etc.) Please note if you have a RV.
**In order to prevent duplication and to have a diversified food selection, all potential vendors must include menus and
assign preference as to their first, second and third choices. Vendors may sell only those items approved by the festival
committee. Please list your menu items on separate paper if necessary and remember to rank by choice. Please keep in
mind we have a limited number of spaces available for the festival.**
Permitted or mobile food units, please include a copy of your Mobile Food Permit or copy of most recent Sanitation
Inspection.
I have read the above and understand the rules and requirements and agree to abide by them if accepted.
The_______________ (festival) will not be responsible for any damages or losses suffered by participants in this event.
Parade Rules
1. Any unit whose sole purpose, as determined by the parade committee, is for
advertising only, will not be accepted unless it has been designated a Parade
Sponsor, having met the minimum established financial donation to the
Americana festival. A banner may be affixed to the unit showing its
sponsorship status.
2. Once you have reached your staging point, remain in that position until
otherwise directed by a parade official.
3. Participants must provide current and accurate publicity information
concerning their unit for the parade narrator at least 15 days prior to the
event. Information received after that may not be included in the parade script.
4. Participants must provide their own signage. Signs must be in good taste, or
they will be removed. All vehicle lettering should not exceed 4 inches high.
Banner lettering should not exceed 10 inches.
5. Participants riding in vehicles or trailers must provide their own vehicles
and drivers.
6. Support vehicles for marching units will not be allowed in the parade.
_______________________FESTIVAL COMMITTEE
PARADE APPLICATION
DATE
Parade Theme – “
Organization Name___________________________________________________________
Representative ___________________________________________________________
Address ___________________________________________________________
Town _____________________________ State _______ Zip ______________
Phone (home) ________________________ (work) ______________________
Fax __________________________ E-Mail___________________________
Select One Category ONLY ----- Do You Want To Be Judged? YES -/- NO
Type: Organizations __________________________________________________________
Commercial ___________________________________________________________
Non-Commercial ___________________________________________________________
Neighborhood/Family __________________________________________________________
Unit Information
Number of People in Unit __________Any Animals (type) ____________________________
Length & Width of Unit_________________________________________________________
Mode of Travel (walk, vehicle etc) ________________________________________________
Number of Vehicles in Unit ______________________________________________________
Does your unit emit music (see rules) ______________________________________________
Participated in this parade previously? _________, Which years? _______________________
DESCRIPTION OF UNIT: (This information will be used by the Announcer’s Booth during the
parade)
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
SPECIAL NEEDS or COMMENTS: ______________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
_____________________________________________________________________________
Name: __________________________________________________________________
Email:________________________
Address:________________________________________________________________
1. Is this your first Othello Sandhill Crane Festival? ____ If no, how many have you attended?
_______
2. How did you first learn of the Festival?
3. How would you rate/grade the bus tour(s) and/or field trip(s)? (please circle one)
4. How would you rate/grade the children’s activities and petting zoo overall? (please circle one)
5. How would you rate/grade the lectures overall? (please circle one)
6. Did you attend the banquet on Saturday night? __________ How would you rate/grade it?
8. How would you rate/grade the Festival overall? (please circle one.)
Thank you!
1. How did you hear about the Smoky Hill River Festival?
Newspaper
Radio
Television
Internet
Word-of-Mouth
Poster
Other
1 2 3
I enjoy the entertainment
1 2 3
I enjoy the shopping
1 2 3
I enjoy the chance to spend a weekend out with
my family or friends
1 2 3
I love that it is an annual event for our
community
1 2 3
The price is affordable
1 2 3
The ease of parking
1 2 3
The ease of walking around the Festival site
1 2 3
Other
3. How many days do you generally attend the Festival?
Please check all that apply:
Thursday only
Friday only
Saturday only
Sunday only
E-Mail address
6. Please enter the following characters into field below.* (required field)
_____ Theme
_____ ASCAP
_____ TV Stations—publicity
_____ Contests—watermelon
_____ Walkie-Talkies
_____ PA System
_____ Security
_____ Flags/Banners
_____ Committees/Assignments