POST-EVENT EVALUATION AND ROI ANALYSIS WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Event Data: Fetch all data entries related to the completed event, including budget, attendance, and lead counts.
[ ] Retrieve Expense Entries: Fetch all individual cost entries (vendor fees, catering, marketing, etc.) associated with the event.
[ ] Update Event Status: Change the event status from 'Completed' to 'Under Evaluation'.
[ ] Assign Feedback Collection: Create a task for the Marketing Manager to send out attendee satisfaction surveys.
[ ] Retrieve Survey Responses: Fetch all new survey responses/entries submitted by attendees.
[ ] Calculate Total Expenditure: Sum all numeric values from the Expense Entries to determine the total event cost.
[ ] Calculate Average Satisfaction Score: Calculate the average of the 'Satisfaction Rating' field from the Survey Responses entries.
[ ] Calculate Cost Per Attendee: Divide Total Expenditure by the total number of attendees retrieved from the Event Data.
[ ] Calculate ROI Percentage: Formula: ((Total Revenue Generated - Total Cost) / Total Cost) * 100.
[ ] Update Event ROI Metrics: Write the calculated ROI and Cost Per Attendee back into the original Event Data entry.
[ ] Final Report Compilation: Create a task for the Project Lead to review the calculated metrics and write qualitative insights.
[ ] Generate Post-Event ROI Report: Generate a formal report aggregating all financial, attendance, and satisfaction data for stakeholders.
[ ] Notify Stakeholders: Send an email to the Executive Team containing the summary of the ROI and the link to the full report.
[ ] Create Post-Event Archive Entry: Create a new entry in the 'Historical Event Archives' data model containing all final metrics.
[ ] Close Event Record: Update the event status to 'Archived' and mark the evaluation process as 'Complete'.

--- END OF TEMPLATE ---
Transform this text into a digital, automated, and trackable mobile app!
Visit: https://checklistguro.com/workflow-templates/event-planning-management/post-event-evaluation-and-roi-analysis-workflow
(Click "Install Template" to launch your digital inspection tool immediately)