Events Manager Templates

Events Manager Templates

There is a huge number of templates that someone in the Events 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 Events 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 Form Template
5. Event Proposal Template
6. Event Venue Checklist Template
7. Event Menu Template
8. Event Staff Schedule Template
9. Event Sponsorship Proposal Template
10. Event Marketing Plan Template

Reports

Reports are often prepared by a Events 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. Event Attendance Report
2. Revenue Report
3. Expense Report
4. Budget Variance Report
5. Customer Satisfaction Report
6. Marketing Effectiveness Report
7. Vendor Performance Report
8. Staffing Report
9. Event Feedback Report
10. Event ROI 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 Events Manager does and how they do it.

1. Event Planning SOP
2. Venue Selection SOP
3. Budget Management SOP
4. Vendor Management SOP
5. Event Promotion SOP
6. Guest Registration SOP
7. Event Setup and Decoration SOP
8. Food and Beverage Management SOP
9. Audiovisual and Technology Setup SOP
10. Event Evaluation and Feedback SOP

Presentations

Events 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 Sales Report Template
2. Event Proposal Template
3. Budget Presentation Template
4. Marketing Campaign Update Template
5. Staff Training Presentation Template

Legal Docs

There are several key times when a Events 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. Vendor Agreement Template
4. Liability Waiver Template
5. Sponsorship Agreement Template

Health & Safety Templates

Health & Safety templates for a Events 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 Events Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

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

Invoice Templates

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

1. Event 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 Events Manager to get insights related to the work they do, they need to send out Events Manager 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. Staff Performance Survey
5. Overall Event Experience Survey

Meeting Agendas

Having premade Events 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 Staff Meeting
2. Event Planning Meeting
3. Vendor Meeting
4. Budget Review Meeting
5. Post-Event Evaluation Meeting

Budget Templates

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

1. Revenue Budget Template
2. Expense Budget Template
3. Labor Budget Template
4. Marketing Budget Template
5. Capital Expenditure Budget Template

Dashboards

Dashboards are a useful way for a Events Manager 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. Event Expenses Dashboard
4. Venue Utilization Dashboard
5. Marketing Campaign Performance Dashboard

Proposal Templates

For bidding or requesting work, a Events 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 Planning Proposal
2. Venue Selection Proposal
3. Catering Services Proposal
4. Entertainment and Audiovisual Proposal
5. Budget and Cost Analysis 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 Events 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.