Portfolio

in
Events
Management
Services
NC III

Analyn O. Soriano
I. Company
Profile
Company Name: i.Planner Events Services
Logo Description
The company name originated from
the owner's passion for events planning. The
creative logo featuring a happy emoticon over
a planner, symbolizes the benefits of utilizing
a planner, which includes time management,
improving productivity, and provide excellent
stress relief.

“Created to create”

Location:
Rm 4 Brilliant Bldg., Circumferential Rd., San Roque, Antipolo City

Contact Information:
Landline: (02)571-2473
Mobile: (0956) 098-8790
Email: i.Planner@gmail.com.ph
Facebook: i.Planner (Official Page)
Instagram: i.Planner
Website: http://www.iPlanner.com.ph

Company Description:
i.Planner Events Services is located at Rm 4 Brilliant Bldg., Circumferential Rd.,
San Roque, Antipolo City. Owned and managed by Mrs. Analyn O. Soriano, who aspires
to help clients who want their events to run smoothly and help them reduce their stress
and enable the client's to enjoy the event.
Established in 2012, i.Planner Events Services is a small business which aims to
help the clients in saving their stress and event budget without sacrificing the WOW-
factor they are hoping to achieve. With branches coming soon, i.Planner Events will
surely deliver nothing but the best. With coherent, dynamic and uniquely talented in-
house team of event strategists, we will stretch out the market to be the most
established brand in the industry.
As a premier Events Management provides the whole package; from planning
and consulting, down to the supervision of corporate as well as life events.
i.Planner Events Services provides events that are talked about for years to
come. Remember, amazing, rave-worthy event don't just happen. Putting one together
takes skill, experience, and resources and i.Planner make it happen for we are created to
create!
Company Mission:
The company’s mission is to be the leading Event Management Company in
Philippines, by meeting and exceeding the expectations of our clients through
innovative ideas and the delivery of excellent service.

Company Vision:
We have a clear vision to ensure clients satisfaction and loyalty. Every event has
to be perfect social, technical and creative fit. We have a collaborative approach to all
the projects.

Company Objective:
i.Planner aims to provide event management services, that has not been
experienced in the industry at affordable rates and be a company admired for its values
,and standards to all our clients.

Organizational Chart

Analyn O. Soriano
CEO

Joy B. Calip
EVENT MANAGER

PROGRAME VENUE TECHNICAL PROMOTION OFFICIALS

UNICEME HEAD COORDINATOR TEAM COORDINATOR COORDINATOR

Chai D. Tabas Lilia V. Leo D. Soriano Jane C. Yasay Reynaldo O.

Cajulao Billano

Madelyn C. Kareen Ronald V. Michael P. Glydel

Bagamaspad Valenton Cadiente Diaz Binanitan

Teresa Santos Eureka May Joshua Jepth Warren

A. Canon Benizano Tibay
Suppliers and Partners:
II. Marketing
 S. W. O. T. Analysis
Strengths Weaknesses Opportunities Threats
Highly motivated and New and Training of support Distractions and
goal-oriented staff inexperienced staff calling off to work
support staff
Execution plan with Future profitability Growing demand and Competitors
appropriate and and tax structure new markets and offering lower price
approved budget interested investors
in the company
Look out for more
ideas and ways to
improve services
Trusted suppliers and Poor quality of the New acquisitions, Rising cost of raw
corporate partners services of corporate products and materials
partners services
Sponsorship
Accessible venue Restriction on Appreciation from Heavy traffic and
opening time/ time the people that will bad weather
constraints serve as a marketing
strategy through
word of mouth

Action Plan
To achieve the event as planned, the management will ensure that they are
working with the best committee. The best people to train and motivate the support
staff. The well-budgeted scheme should be followed to avoid the over budget problem.
The management will sit down with the appropriate people to settle on and approve a
budget. Services provided by corporate partners should have their pre-event testing to
avoid technical problems during the event. The venue should have the holding area for
early bird visitors.
Growing demand for event services entices new events companies to arise. By
establishing good relations to clients and giving the best services will ensure that the
client, as well as the guests, to spread the name and service of the company through
word of mouth (referrals). A good reputation to corporate partners will ensure a life-
long partnership and sponsorship. Unexpected events, like bad weather, the company
will have the venue covered. In case of heavy traffic due to closed roads, early
notification to the client and guests will be circulated to make a way for them to leave
early to avoid time constraints.
Strategies and Promotion
In developing our event planning business, it's important to market in order to
grow your client base. Networking is at the top of the list in terms of developing a strong
client base. Networking can help our business in two ways. Clients and people we have
met and know what services we offer, they may refer business to you or use your
service themselves. Furthermore, networking with hotels, caterers and so on will give
you a chance to meet some of the people whose services we may need as we plan
events.
Our company considers advertising in our local newspaper or in a regional
magazine, to reach prospective corporate and upscale clients. We also give business
cards, flyers and informative brochures. Digital advertising by means of social media
(Facebook, Instagram and Corporate website) will give the prospective clients what will
they expect on our services by posting some tidbits of some events handled.

i.Planner Events Services

Rm 4 Brilliant Bldg., Circumferential Rd.,
San Roque, Antipolo City
Telephone No. (02) 571-2473
Contact No. (0956) 098-8790
Email Address: iPlanner@gmail.com.ph
Sample Sponsorship Letter

i.Planner Events Services

Antipolo City

June 15, 2019

Mr. Michael Rad P. Diaz

Owner-Manager
Michael Productions Lights and Sounds
Binangonan, Rizal

Dear Sir:

Good Day!

We will be managing the 7th Birthday Party of Lance F. Duma at BRCC

Mambog, Binangonan, Rizal. For this upcoming event, would you consider
sponsoring the sound system? We only needed basic sound system.

If you’ll be able to sponsor the best sound system for Lance’s 7th birthday,
please let us know by calling us at i.Planner Events Services:
(0956)0988790/(02)5712473.

In appreciation on your sponsorship, as what we promised that every event

that will be managing your company will be our proud partner and will be
known and referred to friends and acquaintances of our clients.

Thank you for your favorable coordination and please do not hesitate to
contact us with any questions.

Mrs. Analyn O. Soriano

Owner/Manager
i.Planner Events Services
Accredited Suppliers

LIST OF ACCREDITED SUPPLIERS

NAME SERVICE/PRODUCT OWNERS/REPS ADDRESS
Ang Sweet ni Dada Cakes and Pastries Rene Austria 132 A. Mabini St.
Brgy. Libis
Binangonan
Sac B Catering Catering/Services Sacriz Billano 2nd Floor Fortunil
Services Building, Manila East
Road
Taytay, Rizal 1920
Designs and Prints Printing Services Abby Simon Aramil P. Burgos St.
Libid,Binagonan,
Rizal
Jardin de Emil Flower Flower Services Marcia Aparejo J. P Rizal St.
Shop Calumpang,
Binangonan, Rizal
Rocky’s Studio Photography and Rocky Visperas Taytay, Rizal
Videography Services
Kevin and Karen’s Party Supplies Rebecca Rivera Libis, Binagonan,
Party Needs Rizal
Elsie’s Botique Gowns/Dresses/Suits Elsie Tan Paterno St. Libis,
(Tuxedo) Binangonan, Rizal
Elsa’s Salon and Spa Beauty Salon Elsa Durante BagongNayon,
Calumpang,
Binangonan, Rizal

;
 MEMORANDUM OF AGREEMENT

This Supply Agreement (the Agreement) is effective (January 20, 2019)

BETWEEN: [Kevin and Karen’s Party Needs] {the “Supplier”},

a company organized and existing under the laws of the [Binangonan,
Rizal] of [BINANGONAN, RIZAL],
with its head office located at:

[Libis, Binagonan, Rizal]

AND: [i.Planner Events Services] {the “Purchaser”},

a company organized and existing under the laws
of the [Antipolo City]of {Antipolo City},
with its head office located at:

[Rm 4 Brilliant Bldg., Circumferential Rd., San Roque, Antipolo City]

WITNESSETH:

WHEREAS [KEVIN AND KAREN’S PARTY NEEDS] currently supplies and distributes
[party needs] {the “Product”}.

WHEREAS [KEVIN AND KAREN’S PARTY NEEDS], for the price and subject to the terms
and conditions contained herein, is prepared to sell and deliver to the Purchaser, on an
ongoing basis and as its exclusive supplier, and the Purchaser is prepared to buy on this
basis from [KEVIN AND KAREN’S PARTY NEEDS], all of the Purchaser’s Product
requirements.

NOW, THERFORE, IN CONSIDERATION OF THE MUTUAL COVENANTS AND

AGREEMENTS HERETO CONTAINED AND FOR OTHER GOOD AND VALUABLE
CONSIDERATION, DULLY RECEIVED, THE PARTIES HERE TO AGREE AS FOLLOWS:

1. DEFINITION AND INTERPRETATION

1. Whenever used in this Agreement, the schedules thereto, or any ancillary

document thereto, the following terms unless the subject matter or context
otherwise requires, shall have the following meaning:

1.1 “Agreement” means of refers to this agreement as amended from time to

time and any indenture, agreement or instrument supplemental or
ancillary hereto or implementation hereof;

1.2 “Business Day” means any day excluding Saturday Sunday and any other
day which in [Binangonan, Rizal Philippines] is a legal holiday or a day on
 which financial institutions are authorized by law or by local
proclamation to close;

1.3 “Person” means any individual, company, corporation, partnership, firm,

trust, sole proprietorship, government or entity howsoever designated or
consulted; and

1.4 “Product” means or refers to [Fresh Flowers] sold pursuant to this

Agreement.

2. OBLIGATION OF KEVIN AND KAREN PARTY NEEDS

2.1 To refund or replace commodities those are faulty or not compatible with
standard specifications or not useable for the purpose of contact.

2.2 To announce price of commodity or service.

2.3 To notify/announce hazards related to using the commodities/ products.

2.4 To hand the consumer an appropriate invoice of the commodity that it

bought and not to force it buy additional quantities of no use to the
consumer, or buy other commodity or to ask it pay a higher than
announced.

2.5 To provide consumer with clear details on service it will obtain including and
benefits, features and related costs.

3. OBLIGATION OF i.PLANNER EVENT SERVICES

3.1 Must respect of the terms and conditions and payment schedule.

3.2 Must inform the supplier ahead to the said date needed the materials/supplies.

3.3 Any loss of said rented materials/supplies shall be paid by the Purchaser.

This agreement shall take effect upon signing of contract in witness thereof, the parties
hereto execute and place first the above written.

SUPPLIER PURCHASER
…………………………………………… ……………………………………………
…………………………………………… ……………………………………………

WITNESSES WITNESSES

……………………………………………. ………………………………………
……………………………………………. ……………………………………..
III. Financial
Feasibility
 Five Years Projection

Projected Income Statement

For the years ended December 31, 2016-2017

Particulars 2013 2014 2015 2016 2017 TOTAL

Rental of
Company 180,000 198,000 217,800 239,580 263,538 1,098,918

Salaries / Wages 1,080,000 1,134,000 1,190,700 1,250,235 1,312,746.75 5,967,681.75

Office Supplies 36,000 37,800 39,690 41,674.50 43,758.22 198,922.72

Business Permit 5,000 5,000 5,000 5,000 5,000 25,000

Marketing
Advertisement
(Tarpaulin) 12,000 12,600 13,230 13,891.50 14,586.07 66,307.57
Marketing
Advertisement
(Flyers) 10,000 10,500 11,025 11,576.25 12,155.06 55,256.31
Utilities (Electric
Bill) 18,000 18,900 19,845 20,837.25 21,879.11 99,461.36
Utilities (Water
Bill) 12,000 12,600 13,230 13,891.50 14,586.07 66,307.57

TOTAL 1,353,000 1,429,400 1,510,520 1,596,686 1,688,249.28 7,577,855.28

2013 2014 2015 2016 2017 TOTAL

Total Income 9,990,000 10,989,000 12,087,900 13,296,690 14,626,359 60,989,949

Total Expenses 1,353,000 1,429,400 1,510,520 1,596,686 1,688,249.28 7,577,855.28

Total Tax Expenses
(12%) 162,360 171,528 181,262.40 191,602.32 202,589.91 909,342.63

Total net income 8,474,640 9,388,072 10,396,117.6 1,508,401.7 12,735,519.8 52,502,751.1

IV. Socio-
Economic
Impact
Community Impact
The event aims to benefit companies in their quest towards a more competitive
business practice within their systems and also promotes services and products of
microenterprises within the vicinity of Rizal, hence providing employment
opportunities to the community. An education opportunity to less-fortunate yet
deserving students is also appropriated from the company’s scholarship foundation.
The company also gives free annual medical and dental services to the community. We
also support NGO’s tree-planting activities.

Economic Impact
Clients’ expenditures to planned events contribute to the income generated by
the company that will sustain its management and its employees. Exposure of
corporate partners’ services and products attracts new clients and consumers.
Company’s growth means expansion thus, giving employment opportunities within the
community.
V. FORMAL
PROPOSAL
 i.Planner Events Services
Antipolo City

June 2, 2019

Mrs. FRANCIS LYN F. DUMA

L16 B32 Cortez St., Dalig,
Binangonan, Rizal

RE: PROPOSAL TO MANAGE AND ORGANIZE A 7th BIRTHDAY PARTY

i.Planner Events Services is pleased to put forth our proposal to manage
and organize your son’s up-coming 7th Birthday Party to be held in
Binangonan, Rizal on August 10, 2019. We at i.Planner Events is in a
position to provide the service aligned with the expectations of many
clients and establishments and create an event to treasure.

Together with this cover letter, we enclose herewith the proposal that
outlines the details and management plan for the event for your kind
perusal. The proposal covers the event details and timeline, scope of work
and responsibilities and i.Planner Events Services management fees. A
detailed follow-up proposal that underlines the details of the event
tentative costing and other related matters will follow should we come to
agreeable terms during the preliminary discussion.

If you have inquiries concerning the beyond mentioned subject, do not be

indecisive to contact us directly at 0956-988790/571-2473 for further
rounds of discussion regarding this matter.

Thank you and God bless.

Analyn O. Soriano
Owner/Manager
i.Planner Events Services
Proposed Event : 7th Birthday Party
Proposed Theme : Toy Story
Proposed Venue : Binangonan Recreational and Conference Center
Mambog, Binangonan, Rizal
Proposed Date : August 10, 2019

Location Map:

Proposed Design

Proposed Floor Plan:

 STAGE

Legend:
Entrance Adult’s table and chairs

Kid’s tables and chairs Catering

Celebrator and parents Comfort Room

table and chairs
Speakers/Mixer
Stage

Trash bin
Cake table
Gifts and loot bags Emergency Exit
table
Cost estimate total package cost is PhP158,355.50

Particulars Inclusions Cost Total Cost

Venue  Built-in stage
 Air-condition
 Security support staff
15,000.00
 Technical support
 Parking
 Chairs and tables
Decorations  2D stage backdrop
 Table centerpiece
15,000.00
 Balloon arch entrance
 Ceiling decoration
Lights and Sound  DJ, mixer, speakers 15,000.00
 Technical support
 2 Microphones
Invitation  25 sets of personalized 100 per set 2,500.00
invites
Catering  3 main dishes
 1 pasta
 1 side dish 420 per pax 21,000.00
 Dessert table
 Bottomless orange juice
Birthday Cake  Theme cake with 25 pieces 5,000.00
cupcakes
Host and  Host will cover the entire
entertainment events including
entertainment
15,000.00
 Magic show
 Balloon twisting
 Games
Party Favours and  Loot bags 100 per kid 2,500.00
Game Prizes  Game prizes 50 per kid 1,250.00
Documentation  1 photographer
15,000.00
 Photobooth
Contingency fund 10% 10,772.50
Professional Fee 25% 26,931.00
VAT 12% 12,927.00
Total 158,355.50
Project Timeline and Implementation

Date Activities
June 09, 2019 Meeting with the Client
June 10, 2019 Managing and creating of committee and subcommittee
June 15, 2019 Brain storming of the committee
June 18, 2019 Site visit and reservation
June 23, 2019 General meeting with the head of the committee
June 28, 2019 Final Presentation of event proposal to the client and contract
signing
July 10, 2019 Finalization of suppliers and contract signing
July 15, 2019 Finalization of the event proposal
July 18, 2019 Photo shoot of the Birthday celebrator
July 20, 2019 Prepare layout for the banner, tarpaulin, venue designs,
program flow and invitation
July 30, 2019 Finalization of stage design
August 9 Technical rehearsal
August 10, 2019 Scheduled Event
August 11, 2019 Evaluation

PROPOSED PROGRAMME

Time Acivity
11:00-11:20 Arrival of guests and registration
11:20-11:30 Welcoming of guests
Introduction of the celebrator and parents
11:30-12:00 Minor shows-Balloon twisting
Games
12:00-1:00 Candle blowing
Lunchtime
1:00-2:00 Shows and entertainment
2:00-2:30 Give-aways
Thank you message from the celebrator/parents

CRISIS MANAGEMENT TEAM

In case of possible disruptions, like earthquake, fire and other unexpected
circumstances, well-trained personnel from the company are to handle the situation.
Other possible help from local authorities are expected.

Bureau of Fire Protection Mr.Miguel Murillo 661-5930

Brgy. Layunan Rescue Capt. Cristina Cerda 689-4500
Binangonan Police Station PSUP.RaynoldRosero 697-2409
Binangonan Emergency Ambulance Municipal Health office 475-1876
 VI. Legal
Compliance
 CONTRACT OF AGREEMENT

Client : Mrs. Francis Lyn F. Duma Title: SVP-COO/Owner

Company:
Email: Fax _______________
_fduma@gmail.com____________________
Address:ANTIPOLO
CITY_____________________

Planner: Analyn O. Soriano Event: 7th Birthday Party

Company: i.Planner Events Services Mobile No. : 0956-0988790

Email: i.Planner@gmail.com.ph Fax: _________________

Address: Rm 4 Brilliant Bldg., Circumferential
Rd., San Roque, Antipolo City

This document serves as a binding contract between MRS. FRANCIS LYN F.

DUMA, hereafter known as “Client”, and i.Planner Events Services,
hereafter known as “Planner”, signed JUNE 28, 2019. The Client desires to
engage the services of the Planner for the 7TH Birthday Party on August 10,
2019 at BRCC, Binangonan, Rizal. Both parties agree to abide by the
following conditions:

1. The Event will be as follows: 7th Birthday Party

2. The Planner will be in charge of the following aspects of the event:

Setting up the venue
Coordinate/Contact speakers/chef speakers and Emcee/s
Coordinate/Contact suppliers (Lights and sounds, food catering
services, programs and invitations)
Coordinate/Contact security officers that will ensure safety of the
performers and the audience
Accommodation of the Performers (including food accommodation)
Payment for each supplier
*Payment for the venue shall be waved to government

3. Fifty percent (50%) of the total amount shall be deposited in favor of

i.Planner Events as down payment to reserve the services of the
suppliers. Any remaining deposit to complete the full deposit amount
should be remitted one (1) month from the initial down payment.

4. Any due amounts not paid on time shall be charged two (2) per cent per
month as penalties. Otherwise, automatic cancellation after five (5) days
of failure to remit payment.
4. In addition to event design, Planner’s duties will include but not limited to
drawing up contracts for suppliers, speakers and putting down
deposits, etc.

5. Necessary lodging/travel costs incurred by the Planner will be covered by

the Host.

6. The Planner agrees to use Host’s company logo and no other where
desired.

7. The Client agrees to acknowledge the Planner’s services including the

Planner’s logo

8. The Client will not enter into any contracts on behalf of the Planner or
without the Planner’s knowledge or consent.

9. The Client will be in charge to contact with the sponsors but the Planner
can do so with the knowledge or consent of the Client, provided that once
the Planner contacts the sponsor, 10% of the total donation shall go to the
Planner.

10. Deposits are non-refundable. If the Host cancels the event, no refund
will be given.

FRANCIS LYN F. DUMA ANALYN O. SORIANO

(CLIENT) PRINTED NAME over (Planner) PRINTED NAME over
Signature Signature
Date: ________________ Date: ___________________