What does a typical event lifecycle look like?

Every event follows a general lifecycle from planning, to approval, to execution and closeout. While you can customize event statuses and lifecycle flows to suit your specific business needs, let’s look at an example lifecycle of a Speaker Program:

1. Requested – The event organizer creates the core Speaker Program record, then adds the appropriate budget and speaker for contracting purposes
2. Pending Approval – After the event is sufficiently planned, the event organizer submits the event for approval. This approval process can be single or multi-step processes, involving one or more users.
3. Approved – Once the event is approved, the speaker, and venue is confirmed. The event organizer also then composes the list of attendees for the event.

4. Execution – Once the speaker and the venue is confirmed and all other pre-event logistics are complete, the event organizer sends the invitations to their event. Then the event happens! Event Speaker and Event Attendee signatures are captured as they sign into the event.

   There are several ways you can capture signatures for attendees! From digital sign-in sheets directly accessed from the event organizer’s iPad, to QR Codes® that attendees can use to sign themselves in on their own devices, to reusable templates used for printing sign-in sheets.

5. Closeout – The event organizer reconciles walk-in attendees, people who attended the event but were not initially invited. They then input all incurred expenses from the event and upload all final documentation. Once this is done, the event can be fully closed.