Professional Documents
Culture Documents
We've split the templates into short term and medium term lead times. You'll find separate tabs for events held with 14 days
notice, 90 days notice and 6 months notice.
As no two events are the same, please make sure you review the templates against your own event needs and see if there's
anything you need to add!
Venue Confirm green room facilities. Are they sufficient for the
talent? Will they need to share?
Catering Employ wait staff if required
Catering Hire glassware and crockery if required
Catering Confirm menu with the venue/ caterer
MC/Speaker Book flights/ accommodation/ transfers as required. Send
itinerary to the MC/ Speaker
MC/Speaker Obtain F&B rider (includes all meals/refreshments during the
event and for the green room). Identify any special dietary
requirements and confirm with caterer
CATEGORY TASK RESPONSIBILITY DUE DATE COMPLETED NOTES
(Y/ N?)
MC/Speaker Brief the Speaker - confirm corporate goals, event format,
audience, key messages, any no no's
MC/Speaker Obtain biography and any preferred introduction for use at
the event
MC/Speaker Confirm any AV/Lighting requirements - lectern, handheld -v-
lapel microphone etc
Entertainment Book flights/ accommodation/ transfers as required. Send
itinerary to the entertainer
Entertainment Obtain F&B rider (includes all meals/refreshments during the
event and for the green room). Identify any special dietary
Entertainment Confirm costume/
requirements attire - does
and confirm it fit with event theme?
with caterer
Adjust if required
AV/Lighting/Stagin Have the musician/ entertainer speak with the venue's AV
g technician to confirm AV/lighting details
AV/Lighting/Stagin Book additional equipment from A/V supplier if required
g (screens, speakers, microphones, projectors etc)
Promotion/ Signage Prepare directional and welcome signage, lanyards and
corporate banners as required. Confirm
branding/graphics/content
Promotion/ Signage Send directional and welcome signage to printer
Catering Provide floor plan, run sheet and contact for the day
Catering Confirm final pax attending, and any special dietary
requirements (guests and talent)
MC/Speaker Provide floor plan, run sheet and contact for the day
MC/Speaker Confirm parking/ transfer information as required
Entertainment Provide floor plan, run sheet and contact for the day
Entertainment Confirm parking/ transfer information as required
AV/Lighting/Stagin Arrange loading dock for additional AV to be delivered to
g venue (if required)
POST EVENT
Evaluation Guest / Speaker / Volunteer feedback
Evaluation Guidelines for improvement next time eg ways to save time,
budget or resources?
Evaluation Thank You’s – Exhibitors/Patrons, Sponsors, Stakeholders,
Volunteers, speakers and committee
Evaluation Stakeholder meeting - was the event on-brief?
Catering Pay remaining catering fees
MC/Speaker Pay remaining MC/ Speaker fees (if not already done so.
This will vary for each MC/ Speaker contract)
Entertainment Pay outstanding fees (if not already done so. This will vary
for each contract)
AV/Lighting/Stagin Pay remaining AV/Lighting/Staging fees (if not already done
g so)
EVENT PLANNING TEMPLATE
90 DAY LEAD TIME
Promotion/ Signage Design and create invitations (or brief your PR/ad agency
who can do this for you)
Promotion/ Signage Send invitations to guests
Promotion/ Signage Promote your event as required through your company
website, email and social media, keeping all design
elements consistent
Promotion/ Signage Organise welcome signage, directional signage, lanyards,
corporate banners as required
Promotion/ Signage Determine whether sponsorship is required, and whether
additional sponsors are needed.
CATEGORY TASK RESPONSIBILITY DUE DATE COMPLETED NOTES
(Y/ N?)
FOLLOW UP
Evaluation Guest / Speaker / Volunteer feedback
Evaluation Thank You’s – Exhibitors/Patrons, Sponsors,
Stakeholders, Volunteers, speakers and committee
Evaluation Stakeholder meeting - was the event on-brief?
Catering Pay remaining catering fees
MC/Speaker Pay remaining MC/ Speaker fees (if not already done so.
This will vary for each MC/ Speaker contract)
Entertainment Pay outstanding fees (if not already done so. This will
vary for each contract)
AV/Lighting/Staging Pay remaining AV/Lighting/Staging fees (if not already
done so)
EVENT PLANNING TEMPLATE
14 DAY LEAD TIME
Venue Confirm green room facilities. Are they sufficient for the
talent? Will they need to share?
Catering Define catering requirements/ service style (eg canapés, sit
down meal etc)
Catering Set the menu
MC/Speaker Decide if MC/ Speaker is required
MC/Speaker Create shortlist, confirm availability and total cost (includes
travel/accommodation/ transfers/ F&B rider requirements etc)
The Event Determine a seating plan if needed eg for sit down dinner
Venue Confirm whether separate VIP/stakeholder access and/or
parking is required. If so, arrange with venue and notify
guests
Run Sheet Prepare Draft Run sheet and distribute to all parties, together
with the floor plan and contact names/numbers for the day
FOLLOW UP
Evaluation Guest / Speaker / Volunteer feedback
Evaluation Thank You’s – Exhibitors/Patrons, Sponsors, Stakeholders,
Volunteers, speakers and committee
Evaluation Stakeholder meeting - was the event on-brief?
Catering Pay remaining catering fees
MC/Speaker Pay remaining MC/ Speaker fees (if not already done so.
This will vary for each MC/ Speaker contract)
Entertainment Pay outstanding fees (if not already done so. This will vary
for each contract)
AV/Lighting/Staging Pay remaining AV/Lighting/Staging fees (if not already done
so)