Free Branch Grand Opening Checklist Template

Branch Grand Opening Checklist


Company Name: [Your Company Name]

Prepared By: [Your Name]

Date: March 23, 2050


I. Pre-Opening Preparation

#

Task Description

1

  • Define the event budget and allocate funds

2

  • Obtain necessary permits and licenses

3

  • Select and book a venue for the opening event

4

  • Finalize the date and time for the grand opening

5

  • Coordinate with contractors for venue setup

6

  • Secure necessary equipment (AV, seating, etc.)


II. Marketing & Promotion

#

Task Description

1

  • Design and print invitations or e-invites

2

  • Plan and schedule social media promotions

3

  • Create promotional materials (flyers, banners, etc.)

4

  • Send out media releases to press and influencers

5

  • Set up a landing page or event registration page

6

  • Develop an email marketing campaign


III. Event Logistics

#

Task Description

1

  • Plan venue layout (seating, signage, decoration)

2

  • Confirm vendors (catering, entertainment, etc.)

3

  • Arrange for sound, lighting, and AV equipment

4

  • Ensure safety and health protocols are in place

5

  • Assign staff roles (reception, guest services, etc.)

6

  • Organize event timeline (schedule and activities)


IV. Guest Management

#

Task Description

1

  • Prepare and confirm the guest list

2

  • Send out invitations and track RSVPs

3

  • Create a VIP list and assign special treatment

4

  • Arrange transportation for guests (if needed)

5

  • Plan for guest registration/check-in process

6

  • Prepare welcome packages or goodie bags for attendees


V. Post-Event Follow-Up

#

Task Description

1

  • Send thank you notes to guests and attendees

2

  • Post-event highlights and photos on social media

3

  • Collect feedback from guests and staff

4

  • Review event performance against goals

5

  • Send post-event press release or update

6

  • Review the budget and finalize any outstanding payments


VI. Compliance & Legal

#

Task Description

1

  • Confirm insurance coverage for the event

2

  • Ensure all required permits are filed and approved

3

  • Review health and safety regulations for the event

4

  • Confirm accessibility accommodations for all guests

5

  • Verify vendor contracts and agreements

6

  • Make arrangements for waste disposal and cleanup


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