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Event Creation Wizard Walkthrough
A Step-by-Step Guide to Planning Corporate Events with Confidence

This walkthrough explains every step of the Corporate & Group Bookings 15-Step Event Creation Wizard—showing how complex corporate event planning becomes structured, compliant, and repeatable.

Instead of starting with a blank dashboard, the wizard guides you through a proven workflow that ensures nothing critical is missed.

🔍 What This Video Covers

In this walkthrough, you’ll see how the wizard guides you through:

✔ Event definition and scope
✔ Stakeholder ownership and approvals
✔ Success criteria and KPIs
✔ Budget controls and financial guardrails
✔ Timeline planning and critical deadlines
✔ Location and travel optimization
✔ Experience and hybrid event design
✔ Vendor strategy and procurement rules
✔ Risk and contingency planning
✔ Policy and compliance alignment
✔ Sustainability and accessibility options
✔ Data permissions and privacy controls
✔ AI-powered review and recommendations
✔ Optional enhancements and upgrades
✔ Template creation and dashboard launch

🎯 Why the Wizard Matters

The Event Creation Wizard is designed to:

Reduce planning time

Prevent budget overruns

Eliminate approval confusion

Improve compliance and governance

Create reusable event templates

Deliver confidence before execution

The wizard is the system.
The dashboard is the outcome.

👥 Who This Walkthrough Is For

• HR and People Operations teams
• Operations managers
• Executive assistants and chiefs of staff
• Finance, legal, and compliance stakeholders
• Enterprise decision-makers

▶️ How to Use This Video

Watch before creating your first event

Share with stakeholders for alignment

Use as onboarding for new team members

Reference individual steps as needed

🚀 Ready to Get Started?

Start your next event with structure, clarity, and control.

▶ Launch the Event Creation Wizard

Corporate & Group Bookings
The wizard-driven operating system for corporate events.