Organiser Templates

Looking for Organiser Templates to download? See the main templates that a Organiser would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Organiser Templates

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


Reports are often prepared by a Organiser 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. Budget Report
3. Revenue Report
4. Expense Report
5. Vendor Report
6. Marketing Report
7. Feedback Report
8. Logistics Report
9. Schedule Report
10. Post-event Evaluation Report


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

1. Event Budget Template
2. Event Timeline Template
3. Venue Selection Template
4. Vendor Contract Template
5. Event Registration Template
6. Event Marketing Template
7. Event Evaluation Template
8. Event Staffing Template
9. Event Logistics Template
10. Event Risk Assessment Template


Organiser 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 Overview
2. Budget and Expense Report
3. Vendor and Supplier Evaluation
4. Attendee Feedback Analysis
5. Marketing and Promotion Strategy

Legal Docs

There are several key times when a Organiser 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. Vendor Agreement Template
3. Liability Waiver Template
4. Sponsorship Agreement Template
5. Non-Disclosure Agreement Template

Health & Safety Templates

Health & Safety templates for a Organiser 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


Setting up Organiser 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. Budget and Expense Calendar
5. Marketing and Promotion Calendar

Invoice Templates

Several types of Organiser 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 Organiser to get insights related to the work they do, they need to send out Organiser 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. Venue Assessment Survey
5. Event Planning Needs Assessment Survey

Meeting Agendas

Having premade Organiser 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 Consultation Meeting
3. Vendor Coordination Meeting
4. Budget Review Meeting
5. Event Debrief Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Income Projection Budget Template
3. Event Budget Template
4. Marketing and Advertising Budget Template
5. Staffing and Payroll Budget Template


Dashboards are a useful way for a Organiser 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. Task and Timeline Dashboard
4. Vendor and Supplier Dashboard
5. Marketing and Promotion Dashboard

Proposal Templates

For bidding or requesting work, a Organiser 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 Speakers Proposal
5. Event Marketing and Promotion 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 Organiser 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.

Category: Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,