Small Group Planner

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Group Information

• Group Name:

• Red Coat:

• Event Manager:

• Contact:

• On-Site Contact:

• Post As Name:

• Arrival Date:

• Number of days on Property:

• Folio #:

Items to review before arrival:

• Review Gold Keys

• Cover Sheet/Resume Review

• Review BEO

• Security/Re-key needs

• Shipping/Receiving Needs

• Parking Validation

• Pre-Con Date (if any)

• Registration times/Locations:

Meeting Space

• Inspect Meeting Space set up (2-24 hrs prior to start)

• AV is set correctly per BEO

• Inspect floors, chairs, walls, carpet, and ceiling for cleanliness.

• Boxes in room (If any)

• Carry out special notes on BEO.

Meet and Greet

• Explain role to Group Contact.

• Explain Red Coat Direct/2100

• Discuss Gold Keys

• Verify BEO

• Verify Correct Name Posted

• Discuss Major Event times/Locations and room refreshes

• Verify any Shipping or Receiving needs

• Security/Locking needs for meeting rooms.

• Last Minute Changes/Notes

Post Meeting Notes