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A Wine Tasting Checklist
 

With over 12 years and over 160 tastings under their belts .. the Wine Society of Central PA has probably seen every quirk in setting up a wine tasting. Based on their experience .. they have formed the following Checklist which is one of the most thorough that we've ever seen.

Note: ... You can dowload this file in the following formats for your own use :

Microsoft Word by clicking here - Adobe PDF file by clicking here

Pre-Event Planning

 

__ From the Program Committee chair (Vice President), establish the following:

  • Event subject: _____________________________________

  • Date: ____________ Time: _____________

  • Location: ___________________________ Contact Person: _________________

  • Host: _____________________ Co-Host: ________________________

__ Work with Treasurer to price the event - if any doubt, run past the Board. This must be done two months before tasting so that prices can be published in Wine Cellar. Include all site fees (service charges, equipment rental, gratuities, taxes, microphones), speaker expenses, and beverage cost.

Event Logistics (keep close contact with anyone you need to coordinate with)

__ Reservations at the event site (as soon as possible): _______________________________

__ Beverage: Type___________________ Number ____ Pours / Bottle ________
      Normally 12 pours / bottle of wine, 14 maximum, and 10 if only 7 or 8 wines being tasted
      Pre-pour? _________ If so, be sure to include in glass count above

__ Beverage serving order: __________________________________

__ Food supplier for special events:________________ Contact:___________________

__ Food supplier for special events: ________________Contact:___________________

__ Food: ________________________________________________________________

__ Cordial or Coffee?: _____________________________________________________

__ Door prize (how administered?): ____________________________________________

__ Table Setup: ___________________________________________________________
      (Water / Dump bucket / Plates / Napkins / Number & type of glasses)

__ Glasses provided or bring your own?: ______________________________________

__ Maximum Attendees (be sure to let Editor and Treasurer know): ____________________

__ Entertainment (Special needs?): _____________________________________________

__ Materials: _______________________________________________________________      (Articles / Literature / Handouts / Scoring or Note taking sheets)

__ Room Setup: ____________________________________________________________

__ Parking or Transportation: __________________________________________________

__ Comfort Facilities (if not at an operating business): ________________________________

__ Coat Rack (important winter consideration): ____________________________________

__ Advertising / News Releases / Articles / Directions?: _______________________________

__ Volunteers needed (for what?): _______________________________________________
      (Make sure each volunteer knows when to show up and what to do. Reconfirm, Reconfirm)

__ Other Considerations: ______________________________________________________

Speaker: ___________________________ from ___________________
             (Contact actual person, not their agent - Consider a letter of confirmation)

__ Ensure that they're coming - Reconfirm as necessary - Don't be caught short or by surprise

__ Compensation, gift, recognition?: __________________________________________

__ Visual aids needed: ____________________________________________________
      Space, Materials (easel, masking tape, tables, etc.), Tasting Notes

__ Room reservation (which hotel): ___________________________________________

__ Dinner reservation before tasting (where, who?): _______________________________

__ Anyone traveling with them (who and where sitting?): ___________________________

Day of Event Checklist

Before Tasting (Get there early - 45-60 minutes prior to event) Day of Event Checklist

__Be there early to verify setup, etc.

__ Set up Check In table outside the rear of the room if possible to minimize interruptions to speaker

__ Door covered -- List of attendees and amount owed -- Change available?

  • Set up outside a door near the rear of the room if possible to minimize interruptions to speaker
  • Have releases for those who haven't signed them yet -- Get report from database
  • Collect money / checks for those who haven't paid in advance
  • Name tags if so desired for attendees

__ Coordinate servers & pourers during the event (bring corkscrews and, if necessary, way to measure)

__ Ensure there are glasses for the speaker

__ Is room set for right number of people?

__ Plates, napkins, and glasses for everybody? -- Any dirty glasses?

__ Coordinate pourers

__ Will there be a pre-pour for early arrivals? Is so, are glasses ready?

__ Who will handle late arrivals for check-in, seating, wine they may have missed?

During Tasting

__ Opening comments or introduction of speaker (where from, significant accomplishments?)

__ Get next event coordinators (if present) or President or VP to give a brief description of next events

__ Watch for tables that run out of bread, cheese, etc. -- Get server to bring out additional food

__ Beware of way speaker is interacting with members -- Are folks talking a lot? Is speaker too slow?

__ Watch the time -- is the tasting progressing at a good pace?

__ At end of tasting, conduct a vote for most popular wine (this may appear in the Wine Cellar).

__ At end of event, thank speaker and assume control of tasting

__ Sell additional bottles of wine if they have not been opened

__ Is there a door prize to be raffled off?

After Tasting

__ Bring leftover wine to next Board meeting for sale to Board members or consumption

__ Ensure that all bills are paid

__ Work with the Treasurer to provide a financial accounting to the Board -- Did we make / lose money?

return to the Wine Tasting Section

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