Networking Event Checklist
What should a networking event checklist include?
A networking event checklist is a list of tasks to do before, during and after a networking event, so that people actually meet and the contacts lead somewhere. This guide gives one for hosts and one for attendees, each in three phases.
It is general, so cut anything that does not fit your event. For formats and activities, see networking event ideas.
Updated by the Eventdex team

For hosts: before the event
Most of what makes a networking event work is decided before anyone arrives. Start with who should meet whom.
Host checklist: before (copy and adapt)
HOST CHECKLIST: BEFORE Purpose [ ] Write down who should meet whom, and why [ ] Choose a format: open mixing, speed rounds, roundtables or scheduled meetings Guests [ ] Open registration with a short form that asks role and what each person wants to find [ ] Send a reminder with time, place, dress and how to find the room [ ] Share a guest list or directory if attendees agreed to it Venue [ ] Room layout with standing space, high tables and a clear entrance [ ] Signs for registration, name badges and a quiet corner [ ] Sound level that allows conversation Tools [ ] Name badges with first name, company and role in large type [ ] Check-in list or scanner [ ] A way to capture contacts, such as app, cards or QR codes People [ ] Brief staff or volunteers to introduce guests to one another [ ] Prepare two or three conversation starters for the host to use
For hosts: during the event
On the day, your job is to make introductions easy and to keep the room moving. Watch for guests standing alone.
Greet and badge everyone
A quick welcome and a clear badge lower the barrier to talking. Brief the door team on who to introduce.
Event check-in guideStart the mixing
Open with a short welcome and one prompt, such as a question to ask the next person you meet.
Introduce, do not just point
Walk lone guests to someone relevant and give both a reason to talk.
Use a structured round if the room is cold
Timed rounds give people permission to move on.
Speed networkingSignal the end
Tell people when the event ends and how to continue the conversation.
For hosts: after the event
Follow up within a day or two, while people remember each other. Share what you promised, such as the guest list or notes.
Host checklist: after (copy and adapt)
HOST CHECKLIST: AFTER Within one day [ ] Send a thank-you with a link to any photos, slides or the guest directory [ ] Invite guests to connect with people they met Within one week [ ] Send a short feedback survey: what worked, whom they met, what was missing [ ] Record numbers: registered, attended, meetings held, if tracked [ ] Record what to change for the next event Within one month [ ] Check back with a few guests about outcomes [ ] Tell sponsors and partners what happened
For attendees: prepare to network
If you are the guest, preparation is what separates a useful evening from a nervous one. Do these in order.
| When | What to do | Why |
|---|---|---|
| Before | Decide who you want to meet and what you want from the event | Gives you a reason to start talking |
| Before | Review the guest list or app, and book meetings if offered | Pre-planned meetings are easier than cold ones |
| Before | Prepare a short introduction: who you are, what you do, what you seek | Avoids rambling |
| Before | Bring cards or have your contact QR code ready | Makes the exchange quick |
| During | Arrive early, when rooms are quieter | Easier to join small groups |
| During | Ask questions and listen more than you pitch | People remember being heard |
| During | Note one detail on each contact soon after talking | Makes follow-up specific |
| After | Message your best contacts within two days | They still remember you |
Tools that help
A list and a pen are enough for a small event. At larger events, software can help guests find each other and keep contacts. Eventdex's networking page describes AI matchmaking with scheduled meetings, speed networking, roundtables, chat rooms and an attendee wall, and its business card scanner page covers capturing contacts.
Networking features in one place
Speed networking, roundtables, chat rooms and the attendee wall.
Event networking app
Eventdex networking
Where Eventdex covers networking
- Business matchmaking appAI recommendations from preferences, with 1:1, group and hosted buyer meetings.Learn more about Business matchmaking app
- Event networking appMatchmaking, speed networking, roundtables and chat rooms in one place.Learn more about Event networking app
- On-demand table bookingHow tables are assigned for meetings that were not pre-planned.Learn more about On-demand table booking
- Virtual speed networkingTimed one-to-one conversations with matched attendees.Learn more about Virtual speed networking
“We really appreciated the adaptability of the software to meet our changing needs. For example, we liked being able to create promo codes to offer reduced rates to conference attendees with special circumstances.”
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Eversource Energy
Georgia Tech
Influence Communications
FAQ
Networking Event Checklist: common questions
What should a networking event checklist include?
For hosts: purpose, guest list and format, venue layout, badges, check-in, introductions and a follow-up plan. For attendees: goals, an introduction, cards or a QR code, and a follow-up message.
How do I prepare to network at an event?
Decide who you want to meet, review the guest list, prepare a short introduction, bring a way to share contacts and plan to follow up within two days.
When should I follow up after a networking event?
Within a day or two, while the conversation is fresh. Mention something specific you discussed and suggest a next step.
What should a networking badge show?
A first name in large type, plus company and role, since those start the conversation. Keep other details small.
Does Eventdex help with networking events?
Eventdex's pages describe matchmaking, speed networking, roundtables, chat rooms and an attendee wall. Eventdex's pages do not describe a printable checklist, so use the templates on this page.
See how Eventdex helps attendees meet
Start with a free interactive floor plan, or talk to an event specialist on +1 (866) 434-5088.

