Event Planning Templates
What each document an event planning business runs on actually needs to contain, and why. Copy the structure, adapt the wording, and stop rebuilding the same paperwork for every booking.
See the templatesEvent Planner Contract Template
Almost every argument in this industry is a disagreement about what was agreed. A contract is not there to be enforced in court, it is there so the conversation never happens. This is the clause-by-clause structure of an agreement that protects both sides on a date that cannot be moved.
View template & details →Event Timeline and Run Sheet Template
The run sheet is the document that actually carries an event. It is the difference between a planner answering forty questions on the day and a planner watching an event run itself. Build it once properly and you will use the same structure on every booking you ever take.
View template & details →Event Budget Template
A budget is not a list of prices, it is a control document. It tells you and your client where the money is going, what has actually been committed, and how much room is left, at any point in the planning. Most budget overruns are not overspending, they are a budget nobody updated.
View template & details →Event Planning Checklist Template
Event planning is a sequencing problem before it is anything else. Nearly everything that goes wrong went wrong because something was done in the wrong order, usually because a supplier was booked before the thing that determines what supplier you need. This checklist runs backwards from event day.
View template & details →Event Planning Proposal Template
A proposal is not a price list with a cover page. It is the document that proves you listened. The proposals that win start by describing the event back to the client more clearly than they described it to you, and only then say what it costs.
View template & details →Event Planner Invoice Template
Event planning invoices are not one invoice, they are a schedule: a deposit that holds the date, one or more instalments through the planning, and a balance before the event rather than after it. Getting that sequence right is most of what cash flow means in this business.
View template & details →Event Planner Price List Template
A price list does two jobs. It stops you rebuilding a quote from nothing every time an inquiry arrives, and it turns a fee into a decision between options rather than a single number to accept or reject. The second job is the one that wins bookings.
View template & details →Event Planning Client Questionnaire Template
Most quotes are wrong because the brief was thin, and most briefs are thin because nobody asked the awkward questions. A questionnaire does that for you, in writing, before a price has been discussed and while asking is still normal.
View template & details →Event Planning Business Plan Template
A business plan for an event planning business is mostly a plan for a seasonal year. That single fact is what makes it different from a generic template, and it is the part a downloaded document will not tell you.
View template & details →Event Planner Business Card Template
Business cards are not dead in this industry, because this industry still runs on being in the room. A card handed to a venue coordinator at an open day is the cheapest lead you will ever generate. What goes on it is worth more thought than most people give it.
View template & details →Knowing the structure is the easy half
The harder half is what goes in it: the rate that still pays you at the end of the month, the clause that saves an argument, the wording that gets a reply. That is what the courses are for.
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