Confirm the guest list.

Work with your office to determine who you would like to invite. Use your customer relationship management (CRM) tool or a spreadsheet to create the list, including name, email, physical address, relation to the firm, diet restrictions (if the event will have food) and a column to track if you have received an RSVP.

Design and/or order your invitations.

Deciding if you want to go digital or traditional? Here are some pros and cons of each:


Pros: Saves money, speeds up response time, ability to import RSVPs online, can include hyperlink to maps/directions

Easy to miss amongst email clutter, can create an informal vibe


Pros: Ability to reach everyone (some guests might not have an email address), more personal, creates a lasting memory

Cons: Costly, not environmentally friendly, inability to easily track RSVPs online

Put your publicity plan in motion.

What should be completed:

  • Event webpage created
  • Press release on website and circulated to all media partners
  • Event posted to all community calendars
  • Blog post on event topic
  • Social media announcement

Figure out how you will track RSVPs.

Whether you send an email invite or a physical invitation, you need to have a way to organize RSVPs. Free online management tools like RSVPify and Eventbrite are available if you don?t want to manually update a spreadsheet.

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