Event Planning Essentials Kit

Get started the right way. Easily edit your event templates by following our step-by-step instructions and prompts. We show you how to make them truly your own.

Managing the event budget is one of the most crucial responsibilities of an event planner. It’s important that you deliver the event on time and within budget. This template helps you plan and monitor event revenue and expenses, plus you'll know if your event is making a profit (or a loss).

Establishing an event budget is a crucial step during the planning phase, right after setting your goals and objectives. This Excel template is an easy and quick way to get your event budget sorted.

Keep your stress levels low and prevent last minute chaos. Make sure your event deliveries arrive as planned! Use this event deliveries plan to clearly communicate to your team and contractors exactly what, when and where deliveries are required for your event.

It’s hard to keep track of your booking details when you’re dealing with multiple performers. Use this template to track your booking progress, along with performers’ fees, technical requirements and set-ups.

How do you plan and track all your planning and bookings of event suppliers (for event services, equipment and infrastructure)? Use this template to maintain a clear view of the status of bookings.

This Event Plan Timeline plans out your pre-event planning process from start to finish. Use this as your plan for event coordination to cover all the event management phases from design to delivery. It’s the ideal document to capture all the flow of tasks and milestones of your event planning.

How do you manage a big event with many elements? Use this high-level project management template to track your event at a top-line level across all elements.

Do you have a clear plan for how you’ll promote your event? Or is it just a random list of things to do on the back of an envelope? As event planners, we sometimes forget to make sure the promotions are as organised as the event logistics. This template helps plan it out.

The Run Sheet lists the entire schedule of activities for the event. We believe this is one of the most important documents you’ll need on event day. Use this template to make sure your event runs smoothly.

Events often feature lots of signage, and it can be hard to plan it out. This template makes it easier for you to plan your event signage, and record print specifications and details of the signage installation plan.

Don’t waste time drafting event planning emails. We give you 12 pre-written and ready-to-send event planning email templates required to plan an event.

When you're in the initial planning phase of an event, it's essential you take the time to ask event scoping questions. We designed these questions to help you shape the format and style of your event.

Here we share our favourite event survey questions. This bundle of survey questions can help you better understand the impact of your event and produce better results in the future.

Like all specific industries, events professionals have their own language and understanding of certain terms and phrases. We designed this glossary to cut through the confusion and help you understand what we’re all saying.

The Essentials Event Planning Guide & Timeline is designed to help you get started and keep your event planning on track. We've distilled the event planning process into easy to follow steps. Use this guide to identify the main elements you need to consider in the event planning process and plot out an appropriate timeline of action.

Events are complex projects with so many tasks to tick off, and so little time. We all experience moments of overwhelm when we first start working on a new event. We created this incredible checklist as a starting point for our planning of every new event. Now you can use it, too.

You don't need to be a marketing expert to be able to successfully build publicity. In this guide, we share our top 5 promotion tactics with the end-goal to raise awareness, get media coverage and promote event attendance.

It doesn’t matter what size or type of event it is, every event carries a range of risks. This guide takes you through the basics of event risk management – what it is, how you develop a plan and how you incorporate your risk assessment into your event management plan.

Pricing tickets for an event can be a tricky thing to get right. In this guide we cover the three simple steps to help you determine your ticket pricing strategy, plus a few ticket selling tactics designed to increase ticket sales.

Understanding the formal venue booking process can be difficult if you’re new to events. We designed this guide to reduce your stress by steering you through the 10-step process.

Finding the right venue is crucial to ensuring the success of an event. Use this cheatsheet as a prompt of the specific details you need to consider when looking for an event venue.

Before collapsing for a well-deserved rest, you and your team should assess the success of your event. Impress your team by delivering the information in this simple and well-crafted report.

As an event planner, it’s essential you know how to draft a good event brief. This guide walks you through each section and shoes you how best to use the Event Brief Template.

An important tool to use during the planning phase of your event. Use this template to capture the key ideas and details, ready for conversion into an event plan.

The Event Contact List template is an essential document for the event day. Use this template to capture the relevant details of the key people you might need to contact during the event.

The Event Kit Checklist is used to help you plan and pack the small equipment and supplies for your event site. At the end of the event, use this template to do a stocktake to know which items need to be restocked.

Do you know how to write an effective event risk assessment? This template is designed to help you identify potential hazards and risks related to your event activity.

Use this template on event day to record when your event volunteers, staff and contractors (such as first aid and security) start and finish work at the event.

The Event Signage Installation Checklist is designed to help your team install your event signage quickly and efficiently. Use this checklist to capture the complete list of signage to be installed and ask your event team to tick off each item to confirm it has been installed as instructed.

The Public Event Permit Checklist is used during the event planning phase. Use this checklist when considering whether your event may require an event permit or license to operate. Use this checklist as the starting point for event management plan.