01 How detailed is the brand brief?
Separate the desired outcome from the prescribed method. A goal such as welcoming visitors is different from a minute-by-minute script, mandatory pitch sequence, exact objection response, and required device workflow. That distinction is not a safe harbor or a classification decision. It is a faithful record of the instruction level that counsel can evaluate alongside payment, relationship, investment, and other relevant facts.
Authority to review: IRS Publication 15-A
02 Who speaks for the booth on the floor?
Trade shows can involve the organizer, venue, general services contractor, exhibitor, experiential agency, staffing supplier, and booth captain. Define who may change a break, relocate a greeter, correct a demonstration, approve extra time, or send someone home. Give staff one escalation path. Otherwise informal instructions from several parties can produce a working relationship that looks different from the accepted order.
Authority to review: IRS Publication 15-A
03 Who supplies tools and absorbs costs?
Record who provides scanners, tablets, uniforms, product samples, credentials, parking, travel, and required training. Note whether a worker can make business decisions, use substitutes, serve other clients, negotiate compensation, or incur an unreimbursed loss. Different legal tests use these facts differently. Procurement needs the actual allocation, including event-specific charges approved in the quote, rather than a broad assumption about contractors.
Authority to review: IRS Behavioral Control
04 What survives after dismantle?
Close the record with the final schedule, approved changes, time submissions, incident or replacement notes, and the instruction version used on site. Preserve the entity and insurance information tied to the order under the organization's retention policy. If the live floor departed from the written plan, note what happened and who authorized it. A contemporaneous closeout is more useful than reconstructing the booth months later.
Authority to review: IRS Publication 15-A