Client & Team Management: 1 Day Event Planner Training in San Jose, CA
Schedule
Fri, 23 Jan, 2026 at 09:00 am to Fri, 12 Jun, 2026 at 10:00 pm
UTC-08:00Location
regus CA, San Jose - 18 S 2nd Street | San Jose, CA
About this Event
Group Discounts:
Save 10% when registering 3 or more participants
Save 15% when registering 10 or more participants
About the course:
Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session
Course Overview:
This one-day program builds strong client management, team leadership, and people-handling skills essential for event planners. The course covers communication, delegation, collaboration, expectation-setting, and conflict resolution techniques that help planners manage both clients and team members confidently. Through practical tools and relatable situations, you learn to coordinate effectively, maintain professionalism, and ensure smooth teamwork across all stages of event planning.
Learning Objectives:
By the end of this course, you will:
- Strengthen your communication, leadership, and coordination skills.
- Learn how to manage clients confidently and set realistic expectations.
- Delegate tasks effectively and motivate teams to perform at their best.
- Resolve conflicts professionally and maintain positive working relationships.
- Lead teams onsite with clarity, structure, and composure.
Target Audience:
Event planners responsible for client communication, team leadership, coordination, and people management across event projects.
Why is it the Right Fit for You?
This course is ideal for event planners who want to improve their leadership, communication, and people-handling abilities. It offers practical techniques for speaking confidently with clients, delegating tasks clearly, and coordinating diverse teams. You learn how to maintain professionalism under pressure, handle conflicts constructively, and build strong long-term relationships. Through realistic activities and structured approaches, you gain the confidence to manage both clients and teams effectively, ensuring smooth event execution from start to finish.
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Our Royalty Referral Program
Know a team or professional who could benefit from our workshops? Refer them and earn attractive royalties for every successful registration.
For royalty-related queries, contact [email protected]
Looking to upskill your event team together?
We provide customised in-house training tailored to your organisation’s event style, workflow, and team structure. Whether you need stronger client communication, better delegation systems, or improved team coordination, we adapt the program accordingly. In-house delivery ensures targeted development and consistent people-management skills across your full team.
📧 Contact us today to schedule a customized in-house session:
Agenda
Module 1: Essentials of People & Client Management
Info:
• Understanding planner responsibilities
• Balancing client needs with team capabilities
• Building trust and credibility
• Activity
Module 2: Professional Client Communication
Info:
• Communicating clearly with clients
• Setting expectations and boundaries
• Managing difficult conversations
• Role Play
Module 3: Team Leadership & Coordination
Info:
• Guiding teams with clarity
• Assigning roles effectively
• Ensuring smooth coordination onsite
• Activity
Module 4: Delegation & Task Assignment
Info:
• Matching tasks with strengths
• Ensuring accountability
• Avoiding micromanagement
• Activity
Module 5: Collaboration & Team Engagement
Info:
• Encouraging teamwork and idea sharing
• Building harmony within diverse teams
• Motivating teams under pressure
• Activity
Module 6: Conflict Identification & Resolution
Info:
• Spotting early signs of conflict
• Handling disagreements calmly
• Maintaining positive working relationships
• Role Play
Module 7: Client Relationship Building
Info:
• Maintaining ongoing professional relationships
• Providing consistent updates
• Creating a positive client experience
• Activity
Module 8: Managing Stress & High-Pressure Situations
Info:
• Handling last-minute changes
• Keeping teams calm and focused
• Maintaining composure during challenges
• Activity
Module 9: Leading On-Site Teams During Events
Info:
• Coordinating multiple moving parts
• Managing vendors and staff effectively
• Ensuring smooth flow from setup to wrap-up
• Case Study
Where is it happening?
regus CA, San Jose - 18 S 2nd Street, 18 South Second Street, San Jose, United StatesEvent Location & Nearby Stays:
USD 514.07 to USD 674.80
