Event planning SOP

Last updated May 11, 2026File: content/operations/event-planning.mdx

How MDplus plans, runs, and recaps an event — virtual or in-person. Use this as a checklist; don’t skip steps.

6 weeks out — Concept

  • Define the goal: education, networking, recruiting, fundraising?
  • Pick a target audience and rough attendee count
  • Draft a budget — even free events have hidden costs
  • Get sign-off from the Executive Director

4 weeks out — Setup

  • Book the venue / video platform
  • Confirm speakers in writing
  • Create the registration page (Luma / Eventbrite / Tally)
  • Design promo graphics
  • Schedule promo posts (Slack, newsletter, LinkedIn)

2 weeks out — Promotion

  • First Slack announcement in #announcements
  • Newsletter mention
  • Speaker quote / hype thread on LinkedIn
  • Email reminder to registered attendees

Day-of — Execution

  • Tech check 30 minutes before start
  • Designate a moderator + a backup tech runner
  • Record if permission granted
  • Post the join link in #events 10 minutes before

After — Recap

  • Send thank-you email to attendees within 48 hours
  • Post recap with photos/recording in the community
  • Update Meeting notes with takeaways
  • Internal retro — what to keep, what to drop
Template assets

Promo graphics templates and the standard recap email live in the leadership Google Drive. Link from Key links.