Plan an ENTIRE Event on Notion (in 9 minutes)!
About this video
Jeff Su, who says he runs large-scale events as a product marketing manager, shows how to plan a personal event like a birthday party in Notion instead of complicated spreadsheets. His template has an overview at the top with toggle blocks for the event brief and venue and logistics, a key info section, an archive page for outdated information, and an action items table of milestones with status, due date, and item type. He sorts views by due date ascending with the event date at the bottom, and recommends a button that auto-populates default action items. Other pages include a Timeline calendar view with a WIP view filtered to unfinished items, an Invitees database tracking invited, maybe, confirmed or declined status plus plus-ones, a Comms page, and a Cost page. He advises assuming a 20% drop-off rate, which he calls the industry standard for offline B2B events, and explains sending communications in waves so early responders are not left waiting.
Key takeaways
- Build the event page around an event brief, a venue and logistics toggle, an action items table, and an archive for outdated information
- Sort action items by due date ascending, place the event date at the bottom as a visual deadline, and use a template button to auto-populate recurring milestones
- Create a Timeline calendar view of the milestones database and a WIP view filtered to status is not done to see only unfinished work
- Track invitees and plus-ones in a database with follow-up and confirmed views, and plan for only 80% of confirmed guests to show up
- Use three comms types with different calls to action — invitation to get a yes or no, confirmation to get the event added to calendars, and reminder to build excitement — sent in Wave 1 and Wave 2 so fast and slow responders both get timely messages
Episode details: published April 11, 2023 · 8:29 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Jeff Su’s own claims, shared for education — they are not typical or guaranteed.
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