This package includes two documents that work together to help you understand your requirements, covering topics such as overall strategy, attendee information, sponsorship, registration, support, and customization.

What you get:


  • Event Strategy Worksheet: An editable worksheet (PDF) that walks you through the topics you and your team need to think through to be prepared for your conversations with potential vendors. It also helps you pinpoint your event’s key priorities and required platform features.

  • Platform Selection Questionnaire: An editable questionnaire (excel/Google doc) that not only enables you to easily keep track of notes and compare platforms but also provides the framework for your conversations. You have all the right questions to ask at your fingertips, saving you a lot of potential back-and-forth as well as hiccups down the road. 

Virtual Platform Assessment: DIY Package