Personal Event Planning Business Plan

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Occasions

Execution

Marketing & Sales

Marketing Plan

When marketing to individuals, the idea of releasing them from the task, freeing their time for family and friends, and the promise of a worry-free event are the buzz words and concepts. Our marketing is predominantly by word of mouth or visual connection to large events these individuals have participated in or worked at.

When marketing to public or private organizations, the idea of greater efficiency for the money and a professional event without error would be the key concept. Groups, especially large ones, do not wish to deal with problems that arise due to oversight on their part. If the guarantee of worry-free, error-free events is available at a cost benefit to them, there really appears to be no better choice.

Sales Plan

Occasions deals with a diverse market of clients. Within each market segment, closing of sales will differ. Each approach is described as follows:

  1. Private and Public Organizations 
    Sales will be concluded one to two days after the end of the event. A follow-up phone call will be placed informing the client of the total cost, number of attendees, and information about the billing packet that will arrive at their offices. Feedback forms will be included in these packets to ensure the client is being served as they deem appropriate. Form letter thank-yous will be sent following each event.
  2. Individuals
    Sales will be concluded with a follow-up phone call one to two days after the event. The phone call will explain the total cost of the event, number of attendees, and information concerning the billing. Individual parties of any age group are placed on a billing cycle. Invoices will be sent out the 25th of the month and will be due the 10th of the following month. Feedback forms will be included in these packets to ensure the client is being served as they deem appropriate. Thank-you cards will follow each individual event.

Operations

Locations & Facilities

Occasions is located inside the city limits of Portland, Oregon. It is a home-based business. Most meetings with clients are conducted in social settings, such as restaurants, coffee houses, the client’s home, facilities wishing to be used for the event, or over the phone. Although the demand has not yet reached its peak, Occasions will eventually move from its home base into a small office complex, also within the city limits of Portland, Oregon. When the company has reached its finished point, Occasions will have branch offices in Portland, Eugene, and Bend, Oregon, Seattle, Vancouver, and Olympia, Washington, and Boise and Sun Valley, Idaho.

The company will maintain a high degree of professionalism. All offices are equipped with the latest in business technology, such as telephone systems, computers, fax machines, email, duplicators, printers, and software. Each location will have a secure storage area for supplies and equipment used in events, such as walkie-talkies, cellular phones, portable fax machines, and laptops.

Milestones & Metrics

Milestones Table

Milestone Due Date
Acquire Financing
Oct 31, 2019
Ah HA Event
Nov 14, 2019
Oooh Noo Event
Dec 05, 2019
Marketing Program
Dec 12, 2019
Grand Opening
Jan 09, 2020
Plan Vs Actual Review
Apr 10, 2020

Key Metrics

Key Metrics 

  1. # of positive customer reviews and positive customer tweets 
  2. # of new customers who decide to use our service 
  3. # of return customers and referrals 
  4. # of Facebook page views, Twitter re-tweets and website 
  5. cost of putting together the event 

 

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