Event Planning Checklist for Canadian Organizers
Running your event

Event Planning Checklist for Canadian Organizers

Whether you're organizing your first community fundraiser or your twentieth music festival, a solid checklist keeps things from falling through the cracks. This guide is written specifically for Canadian event organizers, with practical steps covering everything from venue booking to post-event follow-up.

• 10 min read

1 Define Your Event (8–12 Weeks Out)

Before you book anything, get clear on the fundamentals.

  • Choose the event type (concert, conference, gala, festival, fundraiser, workshop)
  • Define the purpose and goals — ticket sales target, attendance target, or fundraising goal
  • Set a target date (check for conflicts: holidays, local events, sports seasons)
  • Determine your budget and identify revenue sources (tickets, sponsors, merch, food)
  • Identify your target audience — who are you trying to reach?
  • Decide on a tentative format (in-person, virtual, hybrid)
Pro tip: Build a simple spreadsheet with projected revenue (ticket price × expected attendance) vs. all costs. This reality check saves headaches later.

2 Book Your Venue (6–10 Weeks Out)

The venue drives almost everything else — budget, capacity, logistics.

  • Research venues that match your capacity, location, and vibe
  • Confirm venue availability for your date (and a backup date)
  • Ask about included amenities: sound, lighting, tables, chairs, Wi-Fi
  • Check for liquor license requirements (or if the venue already has one)
  • Review the venue contract carefully — cancellation policy, liability insurance, load-in/load-out times
  • Confirm accessibility (wheelchair access, parking, transit nearby)
  • Lock in a deposit and get written confirmation
Pro tip: Visit the venue at the same time of day your event will run. Lighting, noise levels, and foot traffic can change dramatically.

3 Set Up Ticketing (5–8 Weeks Out)

Get your ticket sales live early — the earlier you launch, the more time you have for marketing momentum.

  • Choose a ticketing platform (we recommend Bloom Tickets — $0.75/ticket, everything included)
  • Create your event page with a compelling title, description, and poster image
  • Set your ticket tiers (Early Bird, GA, VIP, Student, etc.)
  • Configure tax rates for your province (see our Canadian tax guide)
  • Decide: absorb the ticketing fee into the price or pass it on to buyers
  • Create promo codes for influencers, sponsors, or early supporters
  • Set up add-ons if applicable (merch, food packages, parking, VIP upgrades)
  • Write a custom ticket message with important attendee info (doors open time, dress code, parking)
  • Test the purchase flow yourself before going public
Pro tip: Use an auto-reveal tier so that when Early Bird sells out, GA automatically appears — no manual work needed. Bloom Tickets does this natively.

4 Build Your Marketing Plan (4–8 Weeks Out)

Great events don't sell themselves. Build a multi-channel campaign.

  • Design your poster / social media graphics (Canva works great for this)
  • Write an event description optimized for sharing — first two sentences must hook
  • Create an Instagram, Facebook, or TikTok event page
  • Set up tracking links for each marketing channel (Instagram, Facebook, email, posters)
  • Prepare email marketing — send to your existing list from past events
  • Set up Meta Pixel and Google Tag Manager for retargeting (Bloom supports both natively)
  • Reach out to local media, bloggers, and influencers for coverage
  • Post consistently — at least 3× per week in the lead-up
  • Consider running paid ads on Instagram/Facebook targeting your local area
Pro tip: Create a unique tracking link for every channel. On Bloom Tickets, tracking links show you clicks, conversions, and revenue — so you know exactly where your sales are coming from.

5 Lock Down Logistics (2–4 Weeks Out)

The details that make or break the attendee experience.

  • Confirm all vendors: caterers, DJs, photographers, rental companies
  • Create a run-of-show / timeline document for the event day
  • Recruit and brief your volunteer / staff team
  • Print any signage: directional signs, sponsor banners, check-in instructions
  • Order supplies: wristbands, name tags, decorations, extension cords
  • Prepare a check-in plan — assign door staff and brief them on QR scanning
  • Confirm accessibility accommodations
  • Send a pre-event email to all ticket holders with key info (location, parking, timing)
Pro tip: Bloom Tickets has a built-in QR scanner that works on any phone browser — no app download needed. Assign one person per entry point with their phone ready.

6 Event Day

Show time. Stay calm, stay organized, and delegate.

  • Arrive early — at least 2 hours before doors open
  • Do a full walk-through of the venue
  • Test sound, lighting, and projector equipment
  • Set up check-in stations and test QR scanning with a real ticket
  • Brief your entire team on the run-of-show timeline
  • Designate one person as the "problem solver" — they handle unexpected issues so you can focus on the big picture
  • Monitor live attendance and check-in stats on your Bloom dashboard
  • Take photos and video for post-event marketing
  • Enjoy your event — you earned this

7 Post-Event Follow-Up (1–7 Days After)

The event is over, but the marketing isn't.

  • Send a thank-you email to all attendees (Bloom's email marketing tool makes this one click)
  • Post event recap photos and videos on social media
  • Review your analytics: total revenue, ticket sales by tier, page views, conversion rate
  • Review tracking link performance — which channels drove the most sales?
  • Download your guest list CSV for future marketing
  • Process any refund requests
  • Send thank-you notes to sponsors and vendors
  • Write down what went well and what to improve while it's fresh in your mind
  • Start planning the next one
Pro tip: Your ticket-buyer email list is gold. Use Bloom's email marketing to announce your next event before anyone else — these are your warmest leads.

The Fastest Way to Get Started

The biggest mistake new organizers make is spending weeks choosing a ticketing platform. Here's the fast version:

  1. Create a free Bloom Tickets account (takes 2 minutes)
  2. Create your event with a name, date, location, and at least one ticket tier
  3. Upload your poster image
  4. Share the link

That's it. Everything else — tax, promo codes, analytics, email, scanning — is already built in and included at $0.75 per ticket.

Sell your next event on Bloom

$0.75 per ticket, no monthly fees, and every feature included. Free events are free.

Create your free account →

No credit card required • Payouts through Stripe • Built for Canadian organizers

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