Event Planner Templates

Event Planner Templates

There is a huge number of templates that someone in the Event Planner 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 Planner. 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 Proposal Template
4. Event Registration Form Template
5. Event Evaluation Form Template
6. Event Venue Comparison Spreadsheet
7. Event Menu Template
8. Event Guest List Template
9. Event Marketing Plan Template
10. Event Sponsorship Proposal Template

Reports

Reports are often prepared by a Event Planner 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. Event Revenue Report
2. Attendee Registration Report
3. Venue Availability Report
4. Event Budget Report
5. Vendor Payment Report
6. Event Feedback Report
7. Marketing Campaign Performance Report
8. Event Timeline Report
9. Staffing Schedule Report
10. Event Logistics 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 Planner does and how they do it.

1. Event Timeline Template
2. Budget Planning Template
3. Venue Selection Template
4. Vendor Management Template
5. Guest List Template
6. Menu Planning Template
7. Decor and Theme Template
8. Marketing and Promotion Template
9. On-site Logistics Template
10. Post-event Evaluation Template

Presentations

Event Planner 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. Event Overview Template
2. Budget Presentation Template
3. Venue Selection Template
4. Vendor Management Template
5. Event Timeline Template

Legal Docs

There are several key times when a Event Planner 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. Vendor Agreement Template
4. Liability Waiver Template
5. Non-Disclosure Agreement Template

Health & Safety Templates

Health & Safety templates for a Event Planner 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 Meeting Minutes Template

Calendars

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

1. Monthly Event Calendar
2. Venue Availability Calendar
3. Staff Schedule Calendar
4. Client Meeting Calendar
5. Marketing and Promotions Calendar

Invoice Templates

Several types of Event Planner 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 Floral Arrangements Invoice

Survey Templates

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

1. Event Satisfaction Survey
2. Venue Feedback Survey
3. Catering Experience Survey
4. Speaker Evaluation Survey
5. Overall Event Experience Survey

Meeting Agendas

Having premade Event Planner 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 Event Planning Meeting
2. Venue Selection Meeting
3. Vendor Coordination Meeting
4. Budget Review Meeting
5. Post-Event Evaluation Meeting

Budget Templates

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

1. Event Budget Template
2. Venue Budget Template
3. Catering Budget Template
4. Decor Budget Template
5. Marketing Budget Template

Dashboards

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

1. Event Revenue Dashboard
2. Attendee Engagement Dashboard
3. Vendor Performance Dashboard
4. Budget Tracking Dashboard
5. Event Feedback Dashboard

Proposal Templates

For bidding or requesting work, a Event Planner 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 Budget Proposal
2. Venue Selection Proposal
3. Catering Services Proposal
4. Entertainment and Decor Proposal
5. Event Timeline and Logistics 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 Planner 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.