Genealogist Event Checklist

Genealogist Event Planning Template

In this article, we look at the initial steps to planning out your upcoming Genealogist live or virtual event. We’ve put together event ideas, some event design help, strategies for promoting your event and handy run sheets for your event. Need a checklist? Request a checklist template and our team will get a starter checklist created for you.

Genealogist In-Person Event Ideas

A genealogist may need to plan family reunions, genealogy conferences, workshops, and seminars. They may also organize heritage tours, cemetery visits, and historical site visits. Additionally, they may plan genealogy society meetings, research trips, and networking events. Other events could include DNA testing events, genealogy fairs, and genealogy-themed lectures.

Genealogist Remote Event Ideas

1. Virtual genealogy conferences
2. Online genealogy workshops
3. Webinars on genealogy research techniques
4. Virtual genealogy society meetings
5. Online genealogy research classes
6. Genealogy-themed podcasts
7. Virtual genealogy book clubs
8. Online genealogy research forums
9. Genealogy-themed social media groups
10. Virtual genealogy tours of historical sites.

Event Design

1. Research and gather relevant information about the event, such as its purpose, target audience, and desired outcomes.
2. Develop a comprehensive event design plan, including the overall theme, layout, and visual elements.
3. Create a visually appealing event logo or branding materials that reflect the event’s identity and objectives.
4. Design and produce promotional materials, such as flyers, posters, and social media graphics, to generate interest and attract attendees.
5. Develop a visually engaging event website or landing page, ensuring it is user-friendly and provides all necessary information.
6. Design and produce registration forms or online ticketing systems to facilitate attendee registration and payment.
7. Create visually appealing presentations or slideshows to be used during the event, incorporating relevant images, graphics, and animations.
8. Design and produce event signage, including banners, directional signs, and name tags, to enhance the overall attendee experience.
9. Develop and design event programs or agendas, ensuring they are informative, visually appealing,…(request a template for further details)

Event Promotion

A genealogist organizing an online or in-person event would need to implement a comprehensive promotion strategy to ensure maximum attendance and engagement. Firstly, they could leverage social media platforms to create event pages and share regular updates about the event. They could also collaborate with relevant influencers or organizations in the genealogy field to promote the event to their followers and subscribers. Additionally, they could utilize email marketing by sending out personalized invitations and reminders to their existing client base and subscribers. This could include highlighting the unique aspects of the event, such as guest speakers or exclusive workshops. Lastly, they could consider running targeted online advertisements on platforms like Google or Facebook to reach a wider audience interested in genealogy.

In order to successfully promote an online or in-person event, a genealogist could also utilize content marketing strategies. They could create engaging blog posts or articles related to the event’s theme and share them on their website or through guest posting on other relevant websites. This would help establish their expertise and generate interest in the event.

Genealogist In-Person Event Run Sheet

1. Arrive at the event venue early to set up registration area, display materials, and audiovisual equipment.
2. Greet attendees and provide them with name tags and event programs.
3. Introduce the event’s purpose and agenda to the attendees.
4. Facilitate networking opportunities by encouraging attendees to mingle and exchange contact information.
5. Start the first session by introducing the speaker and ensuring audiovisual equipment is functioning properly.
6. Monitor the session’s progress, ensuring the speaker stays on schedule and attendees are engaged.
7. Coordinate a break for attendees to refresh and network.
8. Set up the next session, including introducing the new speaker and ensuring audiovisual equipment is ready.
9. Repeat steps 6-8 for each session throughout the day, ensuring smooth transitions between speakers.
10. Provide assistance and answer questions from attendees throughout the event.
11. Coordinate lunch or refreshments, ensuring dietary restrictions are accommodated.
12. Facilitate any interactive activities or workshops,…(request a template for further details)

Genealogist Remote Event Run Sheet

Event Day Run Sheet:
1. Check internet connection and equipment.
2. Test audio and video settings.
3. Welcome attendees and introduce yourself.
4. Provide an overview of the event.
5. Begin presentation and engage attendees.
6. Answer questions and provide resources.
7. Thank attendees for their participation.
8. End the event and provide follow-up information.
Total output: 98 characters…(request a template for further details)

What Next?

You’ve got your ideas on planning your in-person or online Genealogist event, what next? We’ve put together a Resource Area with tools to help you run your event and you can also Request A Checklist to help speed up your event planning process. We’re here to help.