Top 5 Must-Have Event Planning Templates
With over 150 event templates available in our shop, how do you choose the best for your event? We share our top 5 must-have templates to help you get started!
Pro Tip: Mix and match template bundles from our shop to build a seamless event plan.
About Event Templates
Event planning templates are an event planner’s life saver! Templates are designed to make your event planning easy.
Templates are pre-built, ready-to-launch event planning tools that can save you weeks of effort. You can build your event with tried-and-true templates that are simple to use and look great.
They save time and money, reduce costly mistakes, ease your workload and make it simpler to communicate your brand identity.
Having worked in events for 24-years, it’s fair to say we have worked with a lot of different event planning tools. Throughout the years, we’ve compiled a huge library of templates and some have become our go-to templates for all events.
Here we share our favourite templates, and show you how to select the right templates, for you.
Selecting Event Templates
Many event planners don’t even realise that they can get pre-made templates before they start planning their event. New event planners find themselves staring at a blank Excel spreadsheet. And that’s why a lot of people who try to plan a successful event end up falling behind – they are missing this crucial step.
So, the first thing you need to do is jump over to our shop and get familiar with our selection. You’ll see we have template bundles and toolkits of ready-to-use event templates to make your event planning streamlined and easy.
With over 150+ templates and tools it’s easy to feel overwhelmed when browsing through our collection. That’s why it’s important to understand that you should always choose the right event templates for you and your event.
5 things to consider when choosing templates:
Event Type
Think of your event type and scope of duties. Consider the needs of your specific event type and look for templates tailored to the specific tasks and type of event activity.
Complexity and Scale
Consider the complexity and scale of your event. Choose templates that align with your event requirements. Is it a small and simple event that needs a simple event plan or is it a large community festival that brings with it more complexity?
Flexibility
Look for templates that offer flexibility. Easy customisation and adaptation to your unique event and brand is essential when you’re busy running events.
Usability and Ease
Evaluate the usability and user-friendliness of the templates. Simple and familiar file formats are usually better than templates that require expensive designer software.
Quality
Go for templates made by a reputable agency (like us!) Feel confident you’re working with the best. With Event Kit, you’ll enjoy instant access to the tools and expertise of our award-winning agency.
Our Top 5 Event Planning Templates
01. Event Plan Timeline Template
The event plan timeline is the cornerstone of your event planning process. This important template ensures you capture all the key elements of the process, without over-complicating it with unnecessary details. It helps you align event planning actions with key dates and deadlines.
Our event plan timeline template is designed to guide you through the event planning process from start to finish. It’s all about keeping you on track with key dates and deadlines, while making sure you don’t overlook any important steps along the way.
We know it’s tough staring at a blank template. That’s why we also include sample event items and prompts in our templates to guide you, and you can get started with this template right now.
You can get this template in the Event Planning Essentials Kit. Buy Now
02. Event Budget Template
It’s often tempting to jot down a few budget figures on the back of an envelope and hope that will be enough, but that’s asking for trouble! To plan a successful event, use the event budget template.
Through the years, we've learned that our event budget is critical to our event planning process. It helps us identify expenses and resource requirements, make informed event decisions, and it supports our overall event plan.
You can also use an event budget at the beginning of the project to estimate projected costs. This sets you up for success right from the start. Then continue to update it as your event progresses, so you track the actual event expenses spent. We know it’s tough staring at a blank template. That’s why we also include sample event items and prompts in our templates to guide you, and you can get started with this template right now.
You can get this template in the Event Budget Template Bundle. Buy Now
03. Event Venue Checklist Template
Every event planner wants to find the perfect event venue for their event. The question is how do you know if it’s the right one? A venue selection checklist is the answer.
Our event venue selection checklist templates can help streamline the process so you know with certainty when you’ve found the perfect venue for your event.
Use our event venue selection template to capture key information such as venue management contact details, inclusions in the venue hire price, and logistics such as parking, accommodation, seating capacity, and so on. You can also add any venue booking conditions or cost requirements that you must agree to in order to hire the venue for the event.
Then use your checklist to compare different venues side-by-side to find the best fit for your event. We know it’s tough staring at a blank template. That’s why we also include sample event items and prompts in our templates to guide you, and you can get started with this template right now.
You can get this template in the Event Venue Selection Template Bundle. Buy Now
04. Event Risk Assessment Template
We know that risk management isn’t usually the most fun part of event planning. However, with this template you can certainly make it quicker and easier.
Event planners use the event risk assessment template to identify and monitor risks associated with the event. The benefit of using an event risk assessment template like ours is that it captures the risks and your complimentary action in a neat and organised format.
With our version of the event risk assessment template, you get sections to include key event risks, what you plan to do to avoid or reduce the risk (this is called: implementing controls to mitigate the risk), and who is responsible. You can also include a rating score based on your assessment of how likely that risk is, and how terrible it would be if it was to occur. You can get started with this template right now.
You can get this template in the Event Planning Essentials Kit. Buy Now
05. Event Brief Template
The event brief template is the first document we use to capture all our great ideas at the beginning of the event planning process. We use this template to summarise our new ideas and the direction for the event.
As you’d know, the event planning process usually begins with brainstorming ideas, concepts and possible ways forward. Great ideas will surface and the event format and design will start to emerge.
Our event brief template is used to capture those ideas and start to plot them into a workable event plan. It can also serve as a valuable communication tool. Use this template to convey the details and goals of the event to a variety of stakeholders such as sponsors, vendors, and attendees. This helps to help increase the support from all involved, which can be essential for the success of the event.
We know it’s tough staring at a blank template. That’s why we also include sample event items and prompts in our templates to guide you, and you can get started with this template right now.
You can get this template in the Event Planning Essentials Kit. Buy Now
Featured Event Toolkits
Start your next event with 90% of the work already done.
Time is money, and you starting from from scratch for every new project wastes lots of it. Get started faster, customise with ease, and plan your event with templates that practically pay for themselves. Shop Event Kit Templates
Related Content
Popular Posts
Hey, I’m Rachella!
Welcome to our blog. If you’ve come to find ideas and inspiration about event planning and entrepreneurship, and everything in between—you’re in the right place. Enjoy!
Shop 150+ Event Planning Tools
Better events, less stress. Pre-made event templates for seamless and easy event planning. Shop Templates
30 ready-to-use event templates and tools designed to give you the essentials for planning events from start to finish! This is our signature toolkit—if you only buy one thing today, make it this special collection of event planning tools.
Made for new event planners and busy event professionals. Price in USD.
See full description