A lot of planners use a checklist that’s broken down month by month or broken down into categories.
You do what every other new planner is doing and piece together different checklist templates you find online. I did the same thing for years before I realized there was a better way.
The problem with this method is it’s hard to explain to couples how you will actually plan their wedding and not having a process broken down leads to overwhelm for you as the planner.
For years I planned weddings with a monthly checklist and found that clients were always asking me “What’s next?”
I would achieve a task on their checklist then they were immediately asking what’s next, what do I need to be working on next?
I was spending a lot of time repeating the same answers to questions I was being asked by client after client.
I now have a simple and foul-proof phase based planning process that allows the process to be more organized and to run smoother. I have been using this process for a couple of years now and it’s been a game changer for my business.
Now, I can explain to my brides and even the fathers of my brides our planning process in an easy to understand format.
Phase Based Wedding Planning – 5 Steps
Phase 1: Planning
Phase 2: Design
Phase 3: Coordination
Phase 4: Execution
Phase 5: Post Wedding
To learn each checklist item in each phase of the planning process you can shop my Full Service Wedding Planning Process HERE!
xo, Terrica