10.2 Walkthrough 2: Site Visit and Tech Check

Just as stage actors and technicians dress-rehearse a play to an empty house in full costume with sound and lighting cues, think of Walkthrough 2: Site Visit and Tech Check as a dress rehearsal for your program or event. It should happen no more than a week prior to your program or event date, ideally at the same time of day as your program or event is set to occur, (in order to check out lighting, traffic, and other details), and involve the key staff or personnel playing a significant role in the program. It’s a last-minute wander through the site to ensure everything is sound, as well as an opportunity to check the tech – ensure that everything is functional and ready to go!

The program-planner will once again be armed with a clipboard, pen and paper, but this time also has a detailed written “Walkthrough Agenda: Event Timeline” to refer to. The goal of Walkthrough 2: Site Visit and Tech Check is to ensure the space has not changed, everything is still in good working order, the technology works, and the sequence and flow of activities make sense. Paired with active visualization, working through the detailed Walkthrough Agenda: Event Timeline from start to finish allows more or less a dry run of your program or event, paying close attention to the minutiae. It also allows you to solidify the fine points of your risk management plan (see STEP 8: Risk Management).

Walkthrough Checklist

The following are things to consider before you run your program or event. Note: Not all items will be applicable to every lesson, session, workshop, program or event.

Event Logistics

  • How have you ensured that people will actually show up to your program/event?
  • Through which door(s) will participants enter?
  • Who will create and post signage (for booths, entrances, exits, washrooms, etc.)
  • Do you know where the washrooms are? Do the guests? Are washrooms accessible?
  • Where will participants put coats, bags, wet/dirty boots, umbrellas, etc.? Will there be a coat-check?
  • If you are providing transportation for your guests (bus, or shuttle, for example), have you booked and confirmed the vehicles?
  • Do participants need supervision to go to the washroom? If so, how will this happen, and who is responsible?
  • Where are the first aid kits, AEDs, fire extinguishers, flashlights etc?
  • How will you manage overcrowding, and crowd flow?

Staff and Volunteer Management

  • Who will greet the participants as they arrive?
  • Who will emcee/introduce the activities, and how long will this take? How will everyone hear? If amplification will be used, has it been checked that it works?
  • Has the emcee’s Script been shared with at least one other person working the event, in case the emcee is unable to fulfill their role?
  • Who has the key to the Agency/room/space/facility? How will it be opened, and by whom? At what time? By what time must the space/building be empty? Who is responsible for locking up when the event is over?
  • Who is your designated First Aider?
  • How will the program personnel communicate with one another during the program or event? Text? Walkie-Talkies?

Facilities and Equipment

  • Has the childcare area been booked? Safety-checked? Who is responsible for this?
  • Do you need chairs/tables? Who is responsible for reserving, setting up/tearing down?
  • Are the activities developmentally appropriate for the age(s) and abilities you are serving, and inclusive for the participants?
  • Where will the equipment/props be stored until needed, and when will the equipment/ props be distributed?
  • How will cash be handled and accounted for? Do you have a cash box? If money is to be changing hands, do you have a float? Who is providing this?
  • What will you do if you run out of a certain supply or material?
  • Do you have sufficient supplies, materials and equipment for your event, and do you know how to use them?
  • Have you got a plan in place to collect tickets/waivers/assumption of risk forms?
  • Have you identified all potential inherent risks, and have you established strategies for managing and/or reducing these risks? How have you made your staff and volunteers aware of these plans?

Catering and Alcohol

  • Have you applied for, and obtained, your liquor license?
  • If food is served, how will storage, handling and refrigeration occur?
  • If alcohol is being served, do you have Smart Serve-certified people on your team?
  • Have you confirmed with catering/ food delivery the location, time and quantity of what you need?
  • Are washrooms fully stocked with TP, paper towels, hand soap, and clean sanitary disposal systems?
  • Do you have backup $ for an emergency grocery run?
  • Do the people handling the food have their Safe Food Handling certificate?

Program Management

  • How will the people attending your event get divided into teams/groups?
  • How will you manage transitions between activities?
  • What is planned for closing? What will signal the end of the event? How will people know it’s over?
  • Are there closing communications to attendees that will need to be made? Who will make these? How? When?
  • Will name tags be used? How, when, etc.? Do you have enough name tags and markers for everyone?
  • If people are going to sit at tables, how will they know where to sit, or which table?
  • For participants with special needs, have you adapted/modified activities/ equipment appropriately and safely?

Administrative and Financial Considerations

  • Who will be doing the purchasing for your event (décor items, materials, supplies, food)? Have you developed a system for handling reimbursements and receipts?
  • Have you got a plan in place on when, how and where you will distribute door-prizes/draw prizes, and auction items that have been won?
  • Have you confirmed the names of prize and sponsorship donors, and figured out a way to acknowledge them during your event?
  • Will you be taking guest attendance? If so, how and when will this occur?

Emergency and Security

  • Do you and your event team know the facility’s emergency procedures?
  • Is security needed? When? Why? Who will take on this role?
  • If you are holding your event outdoors, have you checked the weather report, so you know what to expect?
  • Have you cued up any videos or media you plan to use, and have you checked before the guests arrive that the media works on your AV system?
  • Do you have the required permits required to meet existing standards?
  • What happens in case of a lost person?
  • What else haven’t you thought of/considered?
  • Will personnel involved with operations and logistics have a copy of the STEP 10 Walkthrough to reference during the event in order to stay on time? Who will be responsible for printing and distributing these?
  • Are there any off-site equipment, prize or food/drink pick-ups that will be happening during the event? If yes, who will be going to get these things, and when?
  • Do you have garbage & recycling bins set out?

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Program-Planning in Recreation Copyright © 2024 by Allison Menegoni, MA-Ed is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License, except where otherwise noted.

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