Wedding Planner Templates

Wedding Planner Templates

There is a huge number of templates that someone in the Wedding 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 Wedding 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. Wedding Budget Template
2. Wedding Guest List Template
3. Wedding Timeline Template
4. Wedding Vendor Contact List Template
5. Wedding Seating Chart Template
6. Wedding Invitation Template
7. Wedding Ceremony Program Template
8. Wedding Reception Floor Plan Template
9. Wedding Checklist Template
10. Wedding Contract Template

Reports

Reports are often prepared by a Wedding 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. Monthly Revenue Report
2. Client Satisfaction Survey Report
3. Vendor Performance Report
4. Budget Analysis Report
5. Event Attendance Report
6. Marketing Campaign Effectiveness Report
7. Wedding Trends Report
8. Inventory Management Report
9. Staff Productivity Report
10. Event Feedback 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 Wedding Planner does and how they do it.

1. Client Consultation SOP
2. Venue Selection SOP
3. Vendor Coordination SOP
4. Budget Management SOP
5. Wedding Timeline SOP
6. Decor and Theme Planning SOP
7. Guest List Management SOP
8. Wedding Day Coordination SOP
9. Contract and Legal Documentation SOP
10. Post-Event Evaluation SOP

Presentations

Wedding 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. Wedding Budget Tracker
2. Venue Comparison Chart
3. Wedding Timeline
4. Vendor Contact List
5. Decor Inspiration Board

Legal Docs

There are several key times when a Wedding 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. Wedding Planning Contract Template
2. Vendor Agreement Template
3. Liability Waiver Template
4. Photography Release Form Template
5. Event Timeline Template

Health & Safety Templates

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

1. Wedding Day Schedule
2. Vendor Availability Calendar
3. Client Meeting Calendar
4. Venue Availability Calendar
5. Wedding Budget Calendar

Invoice Templates

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

1. Wedding Planning Services Invoice
2. Venue Rental Invoice
3. Catering Services Invoice
4. Floral Arrangements Invoice
5. Photography and Videography Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Venue Feedback Survey
3. Vendor Evaluation Survey
4. Wedding Budget Survey
5. Wedding Theme Preference Survey

Meeting Agendas

Having premade Wedding 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. Initial Client Consultation Meeting
2. Vendor Selection Meeting
3. Wedding Design and Theme Meeting
4. Budget and Contract Review Meeting
5. Final Wedding Details Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Client Budget Template
3. Vendor Budget Template
4. Staffing Budget Template
5. Marketing and Advertising Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Budget and Expenses Dashboard
3. Client Management Dashboard
4. Vendor Management Dashboard
5. Event Timeline Dashboard

Proposal Templates

For bidding or requesting work, a Wedding 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. Wedding Venue Proposal
2. Wedding Decor Proposal
3. Wedding Catering Proposal
4. Wedding Photography Proposal
5. Wedding Entertainment 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 Wedding 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.