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Event planning toolkit A staff guide to planning and managing an eventCeremonies and Events Alumni, Development and Events C Floor, University House events@lancaster.ac.ukContents Preparing for success Event
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Start by gathering all the necessary information: Collect all the relevant details that need to be included in the staff guide. This can range from policies and procedures to contact information and important resources.
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Organize the content: Arrange the collected information in a logical and easy-to-understand manner. Use headings, subheadings, and bullet points to structure the content effectively.
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Provide clear instructions: Ensure that the instructions provided in the staff guide are concise, easy to follow, and comprehensive. Explain each step or process in detail, leaving no room for confusion.
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Include visuals and examples: Visual aids such as diagrams, flowcharts, or screenshots can greatly enhance the understanding of complex information. Utilize visuals and examples where appropriate to make the guide more accessible.
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Customize the guide: Tailor the content to the specific needs and requirements of your organization. Include any specific guidelines or procedures that are unique to your workplace.
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Seek feedback: Before finalizing the staff guide, consider sharing it with relevant stakeholders such as managers or experienced employees. Gather feedback and make any necessary revisions or additions to ensure clarity and completeness.

Who needs a staff guide?

01
New employees: A staff guide is particularly beneficial for new hires as it provides them with a comprehensive overview of the organization, its policies, procedures, and resources. It helps them quickly acclimate to their role and understand the expectations.
02
Existing employees: Even experienced employees can benefit from a staff guide, especially if there are any updates or changes in policies or procedures. It serves as a quick reference tool for employees to clarify any doubts or refresh their knowledge.
03
Managers and supervisors: A staff guide can be a valuable resource for managers and supervisors as it helps them communicate expectations, guidelines, and procedures consistently to their teams. It ensures everyone follows the same protocols and promotes uniformity across departments.
04
Human Resources department: HR departments can utilize a staff guide to ensure compliance with company policies and procedures. It serves as a means to communicate important information to employees and maintain consistency in HR practices.
05
Auditors or regulators: In regulated industries, auditors or regulators may request a staff guide as part of their evaluation process. It provides them with an understanding of how a company operates and its adherence to regulations and industry standards.
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