PLANNING WORKSHEET

INITIAL QUESTIONS:

  1. What’s the main purpose or reason for the event?
  2. o Business o Pleasure o Special Occasion o Just For Fun o Other________________________

    Mission Statement:_______________________________________________________________________

  3. What’s your working budget? ________________________
  4. Who is the event for? _____________________________________
  5. What Date? _______________________ What time? ________________________
  6. What are the basic needs of your event site or location?

Capacity:_______________ Seating:_________________ Catering:______________________

Technical Requirements:

o Stage o PA/ Microphone o Electrical Outlets (how many?) ___________

o Other: _________________________________ o Other: _________________________________

TIMETABLE:

ITEMS

Target Date

Date Completed

ü

PLANNING:

 

Select and Confirm Site/ Location

 

 

 

Compile Guest List

 

 

 

Send "Save the Date" Notices

 

 

 

Send (or Post) Invitations

 

 

 

Decide On Theme/ Color Scheme, etc.

 

 

 

Plan Food/ Bar, etc.

 

 

 

Plan Schedule of Events

 

 

 

Assign Tasks/ Form Committees

 

 

 

Plan Centerpieces and Other Decorations

 

 

 

Hire Professionals

 

 

 

Call To Confirm Arrival, etc. of Professional Services

 

 

 

SHOPPING:

Bar Supplies

 

 

 

Equipment/ Rentals

 

 

 

Food?

 

 

 

Pick Up Cakes, Flowers, Etc.

 

 

 

Last Minute Provisions Such As Ice

 

 

 

SETUP:

 

Site

 

 

 

Table Settings

 

 

 

Flowers

 

 

 

Decorations

 

 

 

Sound System/ Stage/ Dance Floor/ etc.

 

 

 

FOLLOW UP:

 

Return Rental Items

 

 

 

Send Thank You Notes

 

 

 

Compile/ Review Records for Future Event Planning

 

 

 

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