Tradeshow Checklist User's Guide

8/12/2019 Tradeshow Checklist User's Guide

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TRADESHOW CHECKLIST & DASHBOARD

USERS GUIDE


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Tradeshow Checklist & Dashboard Guide

Table of ContentsDETAILS TAB OVERVIEW p4

First Things First p5

Main Details p6

Other Details p7

Checklist Tab Overview p8Overview p9

Columns Explained p10

Reminders** - p19

Dashboard Overview p2Overview p21

Budget Tracking p22Step-by-Step p23

PLEXKITS Social Links p27


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DETAILS TAB OVERVIEWPart 1


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!"#$ &'($ )*' +*,,*- ./$0& 123 4$+*($

56"78978 "7)/6978 *7 /6$ :6$5#,9&/ ;"49,, 97 /6$ )*+, -$." ? /6$

)*+, )#$/# !$#"02.


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@69,$ &A,, *7 /6$ !"#$%&' 1$2 2 >9,,

*'/ /6$ -$." 3 4.$%& 566/"''

:*,'B7&C 4'/ ,$"D$ /6$ 1$'7

8+9:# :*,'B7 /6$ -") 9/ 9&E; 6 $ & $ 5 $ , , & - 9 , , ' 0 F " / $

"'/*B"A5",,) "& )*' "&&987 /"&

*7 /6$ 56$5#,9&/ /"4

3.

@6$7 GFF978 7$- HB0,*)$$& /* /6$ ,9&/C 9/ &6*',F "'/*B"A5",,) $I0"7F /6$ /"4,$C 4'/ 9+ 9/ F*$&7J/C &9B0,)

F("8 /6$ 4*K*B 5*(7$( /* 975,'F$ *( ($B*D$ $7/(9$&E*


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;6$ ($&/ *+ /6$ !"#$%&' 1$2 9&

*0A*7", "7F 5"7 4$ L,,$F *'/ "/

"7) AB$E .*B$ "($ ,97#$F /*

*/6$( 9/$B&C 4'/ ,$"D978 /6$B

4,"7# -*7J/ 5"'&$ "7)

0(*4,$B&E

!"#$ &'()*+!

1E HD$7/ M'F8$/ 2 "#$%& '()& *&%+%$%&,-#%+ .)+/%$ 0(& $1% %2%#$ 1%&%3 41-5#),6%& -5 #%%+%+ 0(& $1% 6)+/%$ 718&$ (# $1% 98516(8&+ $86

NE G5/'", :*&/ : 41-5 #),6%& -5 8)$(,8;78-


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CHECKLIST TAB OVERVIEWPart 2


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A

B

C D E F G H I J K L

=* /* /6$ 8*";7&%'# /"4E P*- /6"/ )*' 6"D$ $7/$($F /6$ 4$8977978 F$/"9,&C )*'( 56$5#,9&/ &6*',F

,**# ,9#$ /6$ 9B"8$ 4$,*-E ^+ 9/ F*$&7J/ )*' &6*',F 56$5# /* B"#$ &'($ )*' $7/$($F ",, /6$ F$/"9,&

5*(($5/,) +(*B &/$0& 12QE

); ' (?>9=X ;9/,$ *+ /6$ $D$7/ +(*B /6$ F$/"9,& /"4

@; 0A6BA=CC @8AX;6$ 0$(5$7/"8$ *+ /"& ",($"F) 5*B0,$/$FD; *& E 2 ;69& 9& " /" ^W 7'B4$(

&; (8CFX ;69& 9& /6$ 7"B$ *+ " &0$59L5 /"

'; !>8B=X @6956 ./"8$ *+ /6$ 0(*5$&& F*$& /69& /" 4$,*78 /*

G; D8>=B6AHX @6"/ /)0$ *+ /" 9& /69&

2; 'I6A>X GB*'7/ *+ $_*(/ ($`'9($F /* 5*B0,$/$ /69& /""; #J7=AX a$(&*7 ($&0*7&94,$ +*( 5*B0,$A*7 *+ &0$59L5 /"

*; &K= &8>=X .0$59L5 ;"& W'$ W"/$L; D6C>X G5/'", :*&/ *+ &0$59L5 ^/$B

M; !>8>KCX :'(($7/ 5*B0,$A*7 &/"/'& *+ /"

+; -6>=CX G &0"5$ +*( 0$(&*7", 7*/$& *( 5*BB$7/& "4*'/ /"


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;6$

/"& -6$7 )*' 4$897E ;69& 5*,'B7 F*$& 7*/ '&$ "7)

+*(B',"& "7F /6$ 7'B4$(& "($ &/"A5E ;69& 9& +*( &*(A78

0'(0*&$& &* /6"/ 9+ )*' F$59F$ /* &*(/ 4) "7) *+ /6$ */6$(5*,'B7&C )*' 5"7 &A,, 4(978 9/ 4"5# /* /69& *(9897", *(F$(E (N=

*& O69KP7 PKC> O67>8?7 8 .-*/.' 7KPQ=A97 *(F$( +*( /6$

bPHc; ;G.d.e 9/$B& *7 /6$ F"&64*"(F /* 0(*0$(,) ($89&/$(E

C.Columns Explained ID

^+ )*' "FF 97 " 7$- 5*,'B7C )*'J,, 7*A5$ /6"/ 9/ F*$& 7*/ "'/*B"A5",,)($5$9D$ "7F ^W 7'B4$(E ^+ )*' F*7J/ -"7/ /* 6"D$ /* ($7'B4$( ",, /6$

*/6$( 5$,,& 97 *(F$( /* 97&$(/ 9/ "/ " &0$59L5 &0*/C )*' 5"7 8$/ " '79`'$

7'B4$( /6"/ L/& /6$ *(F$( 4) '&978 F$59B",&E >*( 97&/"75$ 9+ )*' 97&$(/ "

,97$ 4$/-$$7 1Y "7F 11C 97&/$"F *+ ($7'B4$(978 ",, /6$ /"& +(*B 11 /*

/6$ $7FC )*' 5*',F f'&/ 89D$ /6$ 7$- 9/$B " 7'B4$( *+ 1YE1

*


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;6$ 15)= 5*,'B7 &9B0,$ 5*7/"97& /6$ 7"B$ *(

4(9$+ F$&5(90A*7 *+ " &0$59L5 /"E ;6$ ,9&/ 4$897&

-9/6 " 6'8$ /" ,9&/ /* 8$/ )*' &/"(/$FC 4'/ /69&

5*,'B7 9& 5*B0,$/$,) $F9/"4,$ "7F 5*B0,$/$,) '0/* )*'E g*' &6*',F ($B*D$ "7) (*-& /6"/ 5*7/"97

/"& "($7J/ "00,95"4,$ /* )*'( &6*-E HD$() &6*- 9&

F9_$($7/ &* B"#$ &'($ )*' "FF "7) "FF9A*7",

/"& /6"/ B") 4$ B9&&978 +(*B /6$ *(9897", ,9&/E

D.Columns Explained Task


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;6$ )#$>" 3 8$#">+/? 5*,'B7& "($

5*B0,$/$,) 5'&/*B9h"4,$ 5*,'B7&

'&$F +*( /6$ 0'(0*&$ *+ &*(A78E g*'5"7 5*B$ '0 -9/6 "& B"7) &/"8$& *(

5"/$8*(9$& "& )*' -*',F ,9#$ /* 6$,0

*(8"79h$ )*'( /"&EE&F.Columns Explained Stage/Category

i&$ 5*,'B7 L,/$(978 "7F &*(A78 /* 6$,0 #$$0

/("5# *+ /"& "7F 5($"/$ /6$ 0$(+$5/ D9$- *+/6$ 0(*8($&&E*


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;6$ [email protected]+/# 5*,'B7 9& /6$ "B*'7/ *+ -*(# 97D*,D$F

97 5*B0,$A78 /6"/ &0$59L5 /"E ;69& /" '&$& "

F(*0F*-7 4*I /* &$,$5/ )*'( 56*95$ +(*B /6$

0($F$/$(B97$F ,9&/E .$,$5/ ][email protected] 9+ 9/ 97D*,D$& *7,) "&B",, "B*'7/ *+ -*(#E !HW 9& +*( /"& -9/6 "7

"D$("8$ "B*'7/ *+ -*(# "7F Z^=Z "($ /"& -9/6

/6$ B*&/ -*(#E ;6$($ 9& ",&* "7F PkG 5"/$8*() +*(

/"& -6956 $_*(/ ,$D$, F*$& 7*/ "00,)E

G.Columns Explained Effort

H"56 /"& D",'$ 9& -$986/$F 4"&$F *7 $_*(/ ,$D$, &* /6"/ )*'5"7 "55'("/$,) 8"'8$ )*'( 0(*8($&& &* +"( +*( /6$ $D$7/E >*(

$I"B0,$ 5*B0,$A78 " Z986 $_*(/ /" -*',F 975($"&$ )*'(

*D$(",, 0$(5$7/ 5*B0,$A*7 /6"7 5*B0,$A78 ,*- $_*(/ /"&E*


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;6$ A,:"/ 5*,'B7 9& -6$($ )*' &$,$5/ /6$

B$B4$( *+ )*'( /$"B /6"/ 9& ($&0*7&94,$ +*( /6"/

&0$59L5 /"E ;6$ D",'$ B'&/ 4$ 56*&$7 +(*B "

F(*0F*-7 4*I /6"/ 5*7&9&/& *+ ",, /6$ 7"B$& ,9&/$F*7 /6$ W$/"9,& /"4E ^+ )*' ($B*D$ &*B$*7$ +(*B

/6$ W$/"9,& /"4 "l$( /6$) 6"D$ 4$$7 "&&987$F "

/"C /6$ *-7$( 5*,'B7 -9,, 4$5*B$ 8($)$F *'/ /*

,$/ )*' #7*- 9/ 7$$F& /* 4$ "&&987$F /* " 7$-

0$(&*7E G 4,"7# 5$,, 9& ($B"97& 8($)$F *'/ '7A, 9/

6"& " 0(*0$( 7"B$ &$,$5/$FE

H.Columns Explained Owner

;6$ 7"B$ \*7 9& 7* ,*78$( *7 /6$

W$/"9,& ;"4 &* 9/ 4$5*B$& 8($)$F *'/


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;6$ !9" !$#" 5*,'B7 9& /6$ F"/$ *7 -6956 /6"/ &0$59L5

/" 9& F'$E ;6$ F"/$ 5*,'B7 -*(#& /*8$/6$( -9/6 /6$

)#$#9'5*,'B7E ^+ " /" F'$ F"/$ 6"& 0"&/ GPW /6$ /" 6"&

7*/ 4$$7 B"(#$F "& b:*B0,$/$e /6$ F"/$ -9,, 6986,986/ 97\$FE ^+ " /" 6"& 4$$7 5*B0,$/$FC 9/ -9,, 7*/ /'(7 ($F $D$7

"l$( /6$ F"/$ 6"& 0"&/E ;6$ &K= &8>=C /6"/ )*' 4$897 -9/6

"($ "($ $&AB"A*7 4"&$F *7 /6$ F"/$ )*' $7/$($F *7 /6$

&=>8?9C/"4E

I.Columns Explained Due Date

!*&/ *+ /6$ &/"(/ F"/$& "($ 5($"/$F -9/6 +*(B',"& /6"/ ,**# ,9#$

/69& =StartDate-60 /* "Ff'&/ " +*(B'," +*( )*'( &6*- )*' 5"7

$9/6$( "Ff'&/ /6$ 7'B4$( 97 /6$ +*(B'," *( $7/$( "7 $I"5/ F"/$E ;*

"Ff'&/ /6$ +*(B'," f'&/ 56"78$ /6$ 7'B4$( /* 6*- B"7) F")&

4$+*($ /6$ .6*- ./"(/ W"/$ )*' -*',F ,9#$ /6$ /" /* 4$

5*B0,$/$FE ^+ /6$ F'$ F"/$ &6*',F 4$ " -$$# 4$+*($ /6$ &6*- f'&/

56"78$ /6$ +*(B'," /* =StartDate-7

*


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;6$ 8+'# 5*,'B7 9& -6$($ )*' 5"7 #$$0 /("5# *+ ",,

/6$ "5/'", 5*&/& *+ &0$59L5 9/$B& /6(*'86*'/ /6$

$7A($ 0(*5$&&E W* 7*/ $7/$( )*'( 4'F8$/$F 5*&/& 97

/69& 5*,'B7C "& /6$ &'B *+ /69& 5*,'B7 -9,, 4$5*B0"($F /* )*'( *(9897", 4'F8$/ D",'$ )*' $7/$($F

*7 /6$ F$/"9,& /"4E ;6$ 5*B0"(9&*7 *+ G5/'", /*

M'F8$/$F &0$7F 9& F9&0,")$F *7 /6$ W"&64*"(F /"4E

J.Columns Explained Cost

G +$- *+ /6$ 5*&/ 5$,,& -9,, 4$ "'/*B"A5",,) 0*0',"/$F -9/6 F"/"

)*' $7/$($F *7 /6$ F$/"9,& /"4 m9+ "00,95"4,$n*


17/27


;6$ )#$#9' 5*,'B7 9& -6$($ )*' 97F95"/$ /6$ 5'(($7/

&/"/'& *+ " /"E g*' 5"7 &$,$5/ $9/6$( -+# )#$/#"6C /"'' *( 8+.C&"#"6+*( /6$ D"(9*'& &/"8$& *+

5*B0,$A*7E ^+ )*' F* 6"D$ " /" /6"/ )*' 7$$F /*B"(# "& 4,"7#C &$,$5A78 -D597 /6$ [email protected]+/# 8+&9.: -9,,

($B*D$ /6$ ./"/'& *+ /6"/ &0$59L5 /"E !"(#978 " /"

"& 5*B0,$/$ *( 97 0(*8($&& -9,, +'(/6$( )*'(

0(*8($&&9*7 /*-"(F& 1YYo 5*B0,$A*7E

K.Columns Explained Status


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;6$ -+#"' 5*,'B7 9& f'&/ /6"/C " 0,"5$ /* $7/$( "7)

7*/$& *( 5*BB$7/& /6"/ )*' -*',F ,9#$ /* ($B$B4$(

+*( ,"/$(E ;6$($ 9&7J/ B'56 /* /69& 5*,'B7C 9/J& *7,) +*(

5*7D$79$75$ "7F 9& 7*/ 5*77$5/$F /* "7) +*(B',"& *(*/6$( 5$,,&E

L.Columns Explained Notes


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DASHBOARD OVERVIEWPart 3


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BUDGET TRACKINGPart 4


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=* /* /6$ !"#$%&'/"41.!"#$ &'($ )*' 6"D$$7/$($F )*'( 4'F8$/ 97

/6$ 4F":# G96>"# :$,,2.


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=* /* /6$ 8*";7&%'# /"43.H7/$( "7) 5*&/& +(*B /6$

$D$7/ 97 /6$ 8+'# :*,'B7 *+/6$ "00,95"4,$ /"E "O3 41%

PMQRR


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^+ )*'(5;#9$& 8+'# 9& 6986$( /6"7 )*'( 4F":# G96>"#C )*' -9,, &$$ /69& ($p$5/$F 97 4*/6 /6$ 8("06 "7F

*7 /6$ !"#$%&' ;"4E ;6$ W*/ *7 /6$ !$'*2+$/6/"4 -9,, /'(7 +(*B 8($$7 /* ($F *75$ )*' "($ 7* ,*78$(

-9/697 )*'( 4'F8$/E*


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