Event Manager Templates

Event Manager Templates

There is a huge number of templates that someone in the Event Manager role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Event Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Event Budget Template
2. Event Timeline Template
3. Event Registration Form Template
4. Event Evaluation Survey Template
5. Event Sponsorship Proposal Template
6. Event Venue Contract Template
7. Event Marketing Plan Template
8. Event Staff Schedule Template
9. Event Agenda Template
10. Event Postmortem Report Template

Reports

Reports are often prepared by a Event Manager to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Attendance Report
2. Revenue Report
3. Expense Report
4. Sponsorship Report
5. Marketing Report
6. Feedback Report
7. Logistics Report
8. Staffing Report
9. Vendor Report
10. Event Evaluation Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Event Manager does and how they do it.

1. Event Planning SOP
2. Venue Selection SOP
3. Budget Management SOP
4. Vendor Management SOP
5. Marketing and Promotion SOP
6. Ticketing and Registration SOP
7. Event Logistics SOP
8. On-site Operations SOP
9. Risk Management SOP
10. Post-event Evaluation SOP

Presentations

Event Manager presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Event Performance Report
2. Event Budget Analysis
3. Event Marketing Strategy
4. Event Timeline and Logistics
5. Event Feedback and Improvement Plan

Legal Docs

There are several key times when a Event Manager needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Event Contract Template
2. Venue Rental Agreement Template
3. Sponsorship Agreement Template
4. Talent Release Form Template
5. Event Liability Waiver Template

Health & Safety Templates

Health & Safety templates for a Event Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. First Aid Kit Checklist Template
5. Safety Inspection Checklist Template

Calendars

Setting up Event Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Event Planning Calendar
2. Venue Availability Calendar
3. Staff Schedule Calendar
4. Marketing and Promotion Calendar
5. Budget and Expense Tracking Calendar

Invoice Templates

Several types of Event Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Event Planning Services Invoice
2. Venue Rental Invoice
3. Catering Services Invoice
4. Audiovisual Equipment Rental Invoice
5. Decorations and Supplies Invoice

Survey Templates

For a Event Manager to get insights related to the work they do, they need to send out Event Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Attendee Satisfaction Survey
2. Vendor Feedback Survey
3. Speaker Evaluation Survey
4. Event Registration Survey
5. Post-Event Follow-up Survey

Meeting Agendas

Having premade Event Manager meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Client Update Meeting
3. Vendor Coordination Meeting
4. Budget Review Meeting
5. Post-Event Evaluation Meeting

Budget Templates

To manage finances well, a Event Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Event Expenses Budget Template
2. Marketing and Promotion Budget Template
3. Staffing and Payroll Budget Template
4. Venue and Equipment Rental Budget Template
5. Miscellaneous Expenses Budget Template

Dashboards

Dashboards are a useful way for a Event Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Event Attendance Dashboard
2. Budget and Expenses Dashboard
3. Marketing and Promotion Dashboard
4. Vendor and Supplier Management Dashboard
5. Event Feedback and Evaluation Dashboard

Proposal Templates

For bidding or requesting work, a Event Manager needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Event Sponsorship Proposal
2. Venue Proposal
3. Entertainment Proposal
4. Catering Proposal
5. Event Production Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Event Manager templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.