Methodology

Caspian 10 Essentials

The strategy behind every exceptional event. Every event in EventOS is built on these ten, in this order.

CompleteOwner: Rachel Kim · Last update Sep 14

Primary objective: position The Impact Lounge as the premier cross-sector gathering during Climate Week.

  • 640 attendees
  • 40% senior decision makers
  • 20 strategic partnerships
  • 90% session occupancy
  • 4.5/5 attendee satisfaction
CompleteOwner: Rachel Kim · Last update Sep 11

Six-segment mix engineered for cross-sector introductions, weighted toward decision makers.

  • 30% corporate leaders
  • 20% foundations
  • 20% climate & sustainability
  • 15% investors
In ProgressOwner: Rachel Kim · Last update Sep 15

Nine sessions mapped to objectives. Two session abstracts pending final approval.

  • 9 sessions mapped
  • 2 abstracts outstanding
  • 3 partner-led moments
In ProgressOwner: Danielle Reyes · Last update Sep 16

26 speakers confirmed. One agreement and one media release outstanding.

  • 24/26 agreements
  • 22/26 travel booked
  • 25/26 headshots
CompleteOwner: Sarah Mitchell · Last update Sep 9

Show-day org chart complete with escalation path and radio assignments.

  • 18 crew roles assigned
  • 4 zone leads
  • Escalation path published
In ProgressOwner: Michael Torres · Last update Sep 15

Invitation tiers, approval rules, and on-site badge logic configured.

  • 712 registered / 640 target
  • VIP approval queue live
  • Badge print on site
In ProgressOwner: Rachel Kim · Last update Sep 13

Environmental design approved. Print files due to production September 18.

  • Signage package approved
  • Print files pending
  • Stage scenic locked
In ProgressOwner: Danielle Reyes · Last update Sep 16

Attendee, speaker, and vendor comms sequenced through show day.

  • 7 attendee sends
  • Speaker brief Sep 19
  • Crew brief Sep 21
In ProgressOwner: James Cole · Last update Sep 16

Production timeline and run of show integrated. Load-in confirmed with venue.

  • Load-in Sep 21, 6:00 AM
  • Run of show v6
  • Strike Sep 23, 10:00 PM
In ProgressOwner: Sarah Mitchell · Last update Sep 16

Forecast $489,750 against $482,000 approved. One change order pending review.

  • $421,350 committed
  • $238,000 paid
  • +$7,750 variance

Three principles the platform enforces

One System

No more disconnected spreadsheets, email chains, file folders, production tools, and insurance forms.

Institutional Intelligence

Vendors, venues, budgets, contracts, risk, speakers, and timelines compound. The organization gets smarter with every event.

Invisible Risk Transfer

Every planning step creates structured underwriting data, so protection happens in the background.

What the system does for you

Upload it once. EventOS handles the rest.

When a venue contract is uploaded

  1. Identify venue
  2. Extract dates
  3. Extract payment terms
  4. Extract cancellation terms
  5. Identify insurance requirements
  6. Add requirements to event
  7. Compare against current coverage

When a vendor uploads a COI

  1. Identify vendor
  2. Extract insurer
  3. Extract policy dates
  4. Extract limits
  5. Identify endorsements
  6. Compare against event requirements
  7. Mark compliant or flag discrepancy

When an invoice is uploaded

  1. Identify vendor
  2. Identify amount
  3. Match against contract
  4. Update budget
  5. Update payment status

When a speaker agreement is uploaded

  1. Identify speaker
  2. Mark agreement complete
  3. Extract special requirements

When an event detail changes

  1. Recalculate readiness
  2. Update downstream insurance readiness
Plan the event once. Everything downstream takes care of itself.