EPISODE · Aug 14, 2026 · 13 MIN
From Idea to Live: How to Plan an Event Your Practice Actually Enjoys, a special SNACK Episode, EP 275
from Thriving Practice with Tracy Cherpeski · host Tracy Cherpeski
Launching an event or retreat for your practice can feel daunting—from the first spark of an idea all the way through registration going live. In this SNACK episode, Tracy Cherpeski and Miranda Dorta turn the mic around and walk through the entire event-planning process, revealing what systems they built, what they reuse versus rebuild, and the critical mistakes that taught them how to do it better. Tracy and Miranda share their operational flow, how they use data to decide whether an event idea is worth pursuing, and the specific systems that prevent small details from falling through the cracks. They discuss the CSV export-import mishap that created chaos mid-planning, how they use Notion to keep everything centralized, and why the "pause before running" principle prevents 90 percent of their operational mistakes. Whether you are planning your first roundtable, masterclass, or retreat, the principles they share will save you time, reduce stress, and help you show up fully present for your attendees. Read the full show notes, memorable quotes, and key takeaways. Join us at the AI & Automations for the Smart Practice Roundtable August 18, 2026. Connect With Us: Be a Guest on the Show Thriving Practice Community Schedule Strategy Session with Tracy Tracy’s LinkedIn Business LinkedIn Page
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What this episode covers
From the first spark to registration live: Tracy and Miranda walk through the event-planning systems that keep details from falling through the cracks. Discover how to use data to decide which events matter, templatize your workflow, and actually enjoy your own event.
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From Idea to Live: How to Plan an Event Your Practice Actually Enjoys, a special SNACK Episode, EP 275
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