Trade show planning
Best for preparing one exhibitor presence with booth, logistics, staffing, promotion, and lead handoff.
Best for preparing one exhibitor presence with booth, logistics, staffing, promotion, and lead handoff.
Use this finite event plan to make the critical handoffs visible before delivery.
Trade show planning: Use this finite event plan to make the critical handoffs visible before delivery.
Best for preparing one exhibitor presence with booth, logistics, staffing, promotion, and lead handoff. The schedule moves through Show commitment, Exhibit preparation and Show delivery, making decisions, handoffs, and closeout visible before the event advances.
After creating the project, set real dates and accountable owners. Use Confirm show commitment, Set exhibitor goals and Show plan approved as starting checkpoints, and keep Attendee leads, Booth contracts, Shipping account details, Payment details, Staff travel details and Show portal credentials in the secured project.
Schedule
16 Rows, 10 Dependencies.
Schedule: Confirm show commitment, Set exhibitor goals, Show plan approved.
Use this finite event plan to make the critical handoffs visible before delivery.
Schedule
Schedule Rows
Trade show planning: Use this finite event plan to make the critical handoffs visible before delivery.
| Work item | Type | Schedule | Duration | Depends on |
|---|---|---|---|---|
| Show commitment | Phase | Days 1–5 | Derived rollup | — |
| Confirm show commitment | Task | Days 1–2 | 2 working days | — |
| Set exhibitor goals | Task | Days 3–4 | 2 working days | Confirm show commitment |
| Show plan approved | Milestone | Day 5 | Milestone | Set exhibitor goals |
| Exhibit preparation | Phase | Days 6–13 | Derived rollup | — |
| Design booth experience | Task | Days 6–9 | 4 working days | — |
| Prepare show collateral | Task | Days 6–10 | 5 working days | — |
| Arrange booth logistics | Task | Days 10–12 | 3 working days | Design booth experience |
| Exhibit ready | Milestone | Day 13 | Milestone | Prepare show collateral, Arrange booth logistics |
| Show delivery | Phase | Days 14–23 | Derived rollup | — |
| Confirm booth staffing | Task | Days 14–15 | 2 working days | — |
| Promote show presence | Task | Days 14–16 | 3 working days | — |
| Booth open | Milestone | Day 17 | Milestone | Promote show presence, Confirm booth staffing |
| Complete booth teardown | Task | Days 18–19 | 2 working days | Booth open |
| Qualify and hand off leads | Task | Days 20–22 | 3 working days | Complete booth teardown |
| Lead handoff complete | Milestone | Day 23 | Milestone | Qualify and hand off leads |
Event teams
- Event teams: Trade show planning
- Event teams: Show commitment, Exhibit preparation, Show delivery
Schedule
- Show commitment: Confirm show commitment, Set exhibitor goals and Show plan approved
- Exhibit preparation: Design booth experience, Arrange booth logistics, Prepare show collateral and Exhibit ready
- Show delivery: Confirm booth staffing, Promote show presence, Booth open, Complete booth teardown, Qualify and hand off leads and Lead handoff complete
Template guidance
- Set the real event date, accountable owners, and decision deadlines after creation.
- Use Confirm show commitment, Set exhibitor goals and Show plan approved as starting checkpoints, then add venue- and team-specific work.
- Keep Attendee leads, Booth contracts, Shipping account details, Payment details, Staff travel details and Show portal credentials in the secured project instead of this public planning template.
Planning guidance
Trade show planning: Use this finite event plan to make the critical handoffs visible before delivery.
- 1
Show commitment
Use Show commitment to make the next decision and handoff visible before event work moves forward.
- 2
Exhibit preparation
Use Exhibit preparation to make the next decision and handoff visible before event work moves forward.
- 3
Show delivery
Use Show delivery to make the next decision and handoff visible before event work moves forward.
Keep private details in your project
Good to know
This public template for Trade show planning organizes a bounded schedule; it does not store operational records or private event data. Keep Attendee leads, Booth contracts, Shipping account details, Payment details, Staff travel details and Show portal credentials in the secured project.
- Attendee leads
- Booth contracts
- Payment details
- Shipping account details
- Show portal credentials
- Staff travel details
Template FAQ
Good to know
What does the Trade show planning template include?
It organizes Show commitment, Exhibit preparation and Show delivery into a finite schedule with named work, dependencies, and decision points.
Who should use the Trade show planning template?
Event teams: Trade show planning. Event teams: Show commitment, Exhibit preparation, Show delivery.
How should I adapt the Trade show planning template?
Set real dates and owners, add event-specific work, and keep Attendee leads, Booth contracts, Shipping account details, Payment details, Staff travel details and Show portal credentials in the secured project.
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Use this template free
Set the real event date, accountable owners, and decision deadlines after creation.
Use this template free: Trade show planningUse this finite event plan to make the critical handoffs visible before delivery.