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Power Planning Calendar
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Now that you know where
you're going, why you're going, and what you intend to get out of your
show, you're ready to begin serious trade show planning.
A good start to the
planning process is mapping out a calendar of activities. Planning
for a trade show begins up to a year ahead of
time, so mapping out a one-year plan and giving it attention along the
way is critical to trade show success. Below is a sample of the
activities that should be done to prepare for a trade show throughout
the year. (click
to return to the top of the page.)
Click
here for a printable version of the Planning Calendar.
9 Months -
1 Year in Advance

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Select
your trade shows and gather the appropriate information
(space availability, call for speakers info, list of
previous exhibitors/attendees) |
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Determine
space needs |
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Secure
booth space with show promoters (you can often receive
discounts for securing well in advance – not to mention
prime real estate!) |
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Sketch
out a plan for space utilization including your display,
signage, meeting areas, product areas, etc. |
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Develop a
marketing plan and budget for pre-show marketing activities,
on-site marketing (at the show), and post-show follow-up
activities |
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6 Months in
Advance

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Begin
working on your display – contact your display company and
set up a meeting to discuss your needs, budget
considerations, and time
frame. They will be able to give you ideas on getting the
most bang for your buck! |
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Begin
working with your marketing people on show marketing items.
Develop overall concept – if there is a theme to the
display, that should be carried through. |
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Review
trade show materials to determine schedules for ordering
rental items, electricity, equipment, etc. |
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3 Months in
Advance

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Determine
vendors for show items (printing, promotional items,
equipment rental, etc.) |
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Finalize
marketing materials and display designs. |
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Begin
production on display. |
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2 Months
in Advance

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Make
booth staffing and travel decisions. |
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Determine
display and show supply logistical needs. |
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Begin
production on marketing materials. |
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Review
show goals with booth staff. |
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1 Month in
Advance

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Preview
your display. Learn how to assemble, disassemble, ship, etc.
Train booth staff on booth assembly/dismantle/shipping. |
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Launch
pre-show marketing activities (direct mail, e-mail, personal
sales calls) |
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Set
on-site appointments with clients. |
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Plan
in-booth activities (give-aways, drawings, order forms,
sign-up sheets, etc.) |
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Gather
products to be shown/sold at show. |
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Finalize
travel arrangements including air, hotel, transportation,
group meals, etc. |
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Check on
marketing materials and promotional materials progress.
Schedule shipping of booth materials. |
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Research
and develop contact list of on-site support services in case
of emergency (find the closest Kinkos, equipment rental
company, fast sign company, WalMart, etc.) |
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Provide
booth staff with overall booth theme, messages, product
info, etc. |
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1 Week in
Advance

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Pack and
ship all booth materials (capture all tracking numbers on
shipments). |
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Pack and
ship your Trade Show Tool Kit (see list below). |
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Ship
display or confirm display shipment with your display
company. |
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Determine
and communicate booth staff dress code. |
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Create
booth staff name badges. |
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Communicate travel and registration process to booth staff. |
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Arrange
for corporate checks or credit card for payment of exhibit,
on-site rentals, etc. |
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Make
reservations for staff dinners or team building events. |
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Meet with
booth staff to review goals, develop script for greeting and
speaking to clients, review product or service details (be
sure booth staff is up to speed and ready for tough
questions!). |
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Create
trade show experience evaluation forms to be conducted with
booth staff post-show. |
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At the Show

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Confirm
arrival of display, booth materials and equipment. |
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Confirm
arrival of booth staff. |
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Conduct
"dry run" with staff of overall theme, message and goals.
Review process for collecting leads, taking orders, or
selling product. |
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During
show, check in daily on progress, activity, and goals –
adjust following day's activities accordingly. |
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Take
pictures of your display prior to and during the show. |
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Meet with
show promoters regarding following year's show. Discuss
successes and challenges, ask what they can do for you next
year. |
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Post Show

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Conduct
post-show meeting with staff – discuss successes and
challenges – capture as notes for next year. Develop list of
ideas and considerations for next year's show. |
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Organize
show leads and distribute to proper persons for follow up. |
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Launch
post-show marketing activities (direct mail, e-mail, phone
calls, etc.) |
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Conduct
trade show experience evaluations with staff. |
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Follow-up
with lead recipients on lead status one week post-show.
Continue to follow leads for next few months. Keep leads in
database for pre-show marketing activities next year. |
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