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5 things every professional conference organiser (PCO) needs before planning starts

A successful conference begins with clarity. The five things a professional conference organiser needs from you before planning starts, from event basics to scope of work.

By the Waridi Events team

The Waridi team in the event office at the Global Data Festival

A successful conference doesn't begin with a venue shortlist or an event timeline. It begins with clarity.

The more context a Professional Conference Organiser (PCO) receives at the start, the better they can design a conference that meets your objectives, manages risk, and delivers a smoother experience for delegates and stakeholders.

Here are the five essentials every PCO needs before planning begins.

1. Tell us who you are

Start with your organisation.

Help us understand what you do, your mission, and the context behind the event. This allows us to align recommendations with your audience, industry, and expectations from the outset.

2. Share the event basics

The practical details provide the foundation for planning. Include:

  • Preferred event date(s)
  • Venue or destination preferences
  • Expected number of delegates
  • Conference duration
  • In-person, hybrid, or virtual format

Even if some details are still being confirmed, an initial estimate helps shape realistic planning.

3. Define your objectives

What should this conference achieve? Tell us:

  • Why you're organising the event
  • Who the target audience is
  • What success looks like
  • Whether this is a new conference or an established annual event

Clear objectives guide every planning decision, from programme design to delegate experience.

4. Share procurement and compliance requirements

If your organisation has procurement processes, approved supplier requirements, reporting standards, or compliance expectations, it's helpful to communicate these early.

Understanding these requirements upfront helps avoid delays and keeps the planning process efficient.

5. Define the scope of work

One of the most important conversations is deciding who is responsible for what. Clarify:

  • What your internal team will manage
  • What you expect the PCO to deliver
  • Any existing suppliers or partners already involved

A clearly defined scope reduces duplication, prevents misunderstandings, and creates a stronger working partnership.

Ready to start? Share your event brief with us and we'll come back with a clear plan for delivering it.

Frequently asked questions

What should I send a PCO before planning starts?

Who your organisation is, the event basics (dates, destination, delegate numbers, duration and format), your objectives, any procurement or compliance requirements, and the scope of work you expect the PCO to cover.

Do I need final numbers and dates before contacting a PCO?

No. An initial estimate is enough to start realistic planning, and details can be confirmed as they firm up.

Why does the scope of work matter so much?

Agreeing what your team manages, what the PCO delivers and which suppliers are already involved prevents duplication and misunderstandings, and makes the partnership stronger.

More notes

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