Windrose Event Planning Toolkit
Aerial view of the Windrose on Hudson campus above the Hudson River
Windrose on Hudson · Event Planning Toolkit

Plan the meeting. We'll set the stage.

Seven steps from first idea to final feedback. Work through each one right here, or download it to share with your team.

Start with the quiz
Step 1 · Meeting style quiz

What kind of meeting are you planning?

Step 2 · Must-ask questions

Forty questions to answer before you sign.

Work through them with your stakeholders, then bring them to your venue. Where the answer is about Windrose, we've filled it in for you.

Two planners working on laptops at Windrose
0 of 40 answered
Step 3 · Master planner worksheet

One living document for every detail.

Track the venue, speakers, sponsors, suppliers, schedule and budget in one place. Budget totals, overages and balances calculate themselves.

Meeting setup in the Greenhouse
Tab 1

Event Planner

  • Event overview: title, date, time, location and description
  • Coordinator and venue contacts, including a day-of phone
  • Scope: audience, messaging and objectives
  • A task checklist with an owner and due date for every item, matched to the Step 4 timeline
Tab 2

Event Budget

  • Enter your total budget and headcount once
  • Plan each category as a percentage of budget
  • Planned vs. actual cost, with overages calculated for you
  • Paid-to-date and balance owing for every line, plus a grand total
Step 4 · Event planning checklist

Six months out to the thank-you notes.

A timeline checklist for corporate meetings and conferences. Add your event date to see a countdown and a start date for every phase. Your progress and notes stay in this browser.

A team meeting in a Windrose conference room
    0% complete
    Step 5 · Team building ideas

    Build the team between sessions.

    Start with the activities our team arranges on campus, then browse more than 70 ideas for any season, budget or group.

    Colleagues gathered around a fire pit at Windrose
    Signature activities at Windrose

    More ideas, any season

    Step 6 · Post-event survey

    Ask while it's fresh. Plan better next time.

    A ready-to-send attendee survey. Copy the questions into Google Forms or Microsoft Forms, or print the PDF for on-site feedback.

    Send it within 48 hours

    Use it your way

    Paste the questions into your form tool and adjust the session names to match your agenda.

    Download PDF
    Step 7 · Additional resources

    See more of Windrose. Then let's talk.

    Floor plans, a virtual walk-through, current offers, and the team who'll plan with you.

    Ready when you are

    Tell us about your event.

    Call our sales team
    Start planning