Skift Take
Event planners have a lot on their plate. Knowing this, we pulled together our most useful free event planning templates, checklists, workflows, planning, and strategy cheat sheets to help you plan all elements of your event project.
If you are looking to save time and effort this bundle of 61 items will help you to run the best events possible, whilst not wasting time reinventing the wheel. From event proposals, to event budget templates, to event flyer design and corporate event planning checklists, we have you covered.
Whether you need help with event marketing, event planning, event technology implementation, meeting design or event sponsorship, we have the documents, spreadsheets, and tools you need to up your event planning game.
Submit the form below and access all of the event planning templates, files, and cheat sheets detailed in this post.
Top 10 Event Planning Templates
Corporate Event Planning Checklist Template – for Public Events
Event Planning Venue Checklists
Event Budget Templates
Marketing Persona Templates
Event Presentation Slidedeck Template
Event Proposal Templates
Event Business Planning Template
Onsite Event Registration Best Practice Checklist
Sample Project Management Template for an Event App
Engagement Technology Checklists
Table of Contents
61 Free Templates, Checklists, Workflows, and Cheat Sheets for Event Planners
If there is one thing that will skyrocket your performance as an event manager, it is having the relevant event planning information sheet available exactly when you need it. Even the most seasoned event planner likes to have a starting point to ensure everything is on track and save some precious time or brain power.
This is why you must snag yourself a copy of our free event management templates bundle today. Here is what you will get access to.
Event Planning Templates
Hundreds of tasks need to happen for an event to run smoothly. Although every event is different, having an event planning checklist to refer to can be an excellent starting point. Whether you are organizing a public or private event, these event management blueprints will be useful to have in your arsenal. Use the relevant event planning sheet template and adapt it to your needs to create your own special event planning template.
Corporate Event Planning Checklist Template: Public/External Events
This event planning document template is a guide for anyone planning events which are open to the general public and people outside of your organization to attend. This includes:
- User events and conferences
- Seminars
- Product launches
- Focus group
- Exhibiting – having a booth at a trade show
- Trade shows – running a public exhibition or having exhibitors present at
- your event
- Corporate hospitality and client entertaining
Corporate Event Planning Checklist Template: Private/Internal Events
This event planning organizer template is a guide for anyone planning internal events which are only open to employees and those within the organization to attend. This includes:
- Company-wide conferences
- Meetings
- Internal Training
- Sales meetings
- Product reveals (before the public official launch)
- Board retreats
- Team building and leadership retreats
- Private dinners, parties, award ceremonies
Event Technology Templates: Registration and Event Management Software
There is a lot to think about with event technology. You want to be sure that you are making the best decisions and investing wisely in eventtech. Event registration technology and event management software is often the first software to be decided upon for your events. These documents are a wise place to start.
Registration and Event Management Software Checklist
This handy checklist outlines some of the questions you may want to ask a potential registration and event management software providers to assess their suitability before entering into any contract.
Onsite Event Registration Best Practice Checklist
The event registration desks are often the first face-to-face contact you have with your attendees. To make a good impression this PDF checklist outlines what you need to think about to offer a warm, smooth and fast welcome to your event.
Registration and Event Management Software Glossary
This quick reference guide lists common event management software and registration terminology and features.
Event Technology Templates: Event Apps
Many events view event apps as an essential part of the delivery of the event. To ensure you choose wisely and get the best returns on your investment we have collated some of the best guidance, templates, and checklists for your easy reference.
Do You Need an Event App? Flowchart
If you are trying to decide if an event app is the right choice for your event, this flowchart will help you come to the best decision.
Event App RFP Sample Template
This template lays out the Request For Proposal information you should include when contacting event app providers for costs when selecting an event mobile app.
28 Questions to Answer Internally Before Progressing Your Event App Checklist
This list of 28 essential questions outlines the items that need to be discussed and agreed before progressing your event app.
40 Questions To Ask Event App Providers Checklist
A checklist of 40 essential questions to ask event app providers.
16 Questions To Ask Chatbot Providers Checklist
A checklist of questions to ask chatbot providers.
27 Specific Questions To Ask Your Event App Provider About Data and GDPR Compliance
A checklist of 27 questions you should be asking your event app provider about GDPR and data compliance.
Sample Project Management Template for an Event App
This sample event planning schedule template lays out the key milestones for implementing an event app. The event planning timeline template can be adapted and edited to meet your event specific deadlines.
Mobile App and Features Glossary
This quick reference glossary lists common event app terminology and features in a handy reference guide.
Event Engagement Templates
Increasing engagement at events is often one of the primary aims for event planners but it doesn’t happen by magic. Here are some helpful documents to increase event engagement and maximize interaction with the use of event technology.
Do You Need Live Interaction Technology for Your Event?
This flowchart works through whether you should implement live interaction and engagement technology for your event.
Process Mapping Exercise for Engagement and Interaction Technology
To get the most from your interaction technology this template outlines the process mapping approach to take to see the best results.
Ideas for How To Use Event Engagement Tools
Pre-event, during the live event and post-event we explore ideas for how to use different event engagement technology effectively.
Using Event Technology To Captivate Your Audience and Meet Your Objectives
This table lists some common event objectives and highlights the best technology tools to help achieve these aims.
Event Design Techniques with a Tech Twist
Guidance on how to take 14 popular low-tech meeting design formats, activities and tactics often used to increase participation and learning, and add technology for a modern twist before, during, and after the event.
Engagement Technology Checklists
If you are considering using event engagement and interaction technology this handy guide offers checklists for each different type of technology so you can get the most out of the eventtech,
Event Engagement Glossary
This quick reference guide lists common event engagement technology, terminology and features.
Meeting Design Templates
Good meeting design makes the difference between hitting your event objectives or missing the mark. This framework and reference tables offer a quick reference guide and process to making a greater impact with your meeting design.
Event Design and Technology Table
This table helps to summarize and identify at a glance where event technology can fit within your event meeting design and how it can help you to deliver your specific event objectives.
Innovative Event Design Formats
This table lists different participatory formats and outlines the group size it is best suited to, and the reasons the techniques should be used to see the best results.
The Event Experience Framework
A six-step strategy framework every event planner should follow to elevate their events to experiences.
Event Venue Templates
Whether you are in the initial stages of negotiating the rates with a venue or putting out Requests for Proposals, or whether you have already confirmed a venue and are making sure everything is checked and ready for your event, we have you covered with these checklists.
Venue RFP Checklist
This handy venue requirements checklist lists the key details you should include in an effective venue RFP (Request for Proposal), to enable comprehensive responses to be returned to you from venues. Before you issue your RFP, check all of these details are included to avoid inviting additional questions and to make sure venues have all of the information they need.
Strategy for Destination and Venue Negotiation Checklist
This quick reference checklist for event planners suggests different prompts and tactics to save money and negotiate more confidently with destinations and venues. Use this list to work through different costs and how to reduce or avoid them.
Destination and Venue Negotiation Checklist
This quick reference checklist for event planners suggests different prompts and tactics to save money and negotiate more confidently with destinations and venues. Use this list to work through different costs and how to reduce or avoid them.
Venue and Event Tech Negotiation Strategy Checklist
This checklist outlines how to use event technology to your advantage when negotiating with venues.
Event Planning Venue Checklist
This handy checklist lists important questions to ask the venue before signing the
contract. Make sure you refer to it at your next site visit, or before legal paperwork is signed.
Event Invitation and Flyer Design Templates
To get the right people to your event, you need to inspire them to attend and share the right information with them so they can make an informed choice. Regardless of whether design is your strong point, this is a good place to start.
Event Invitation Template
This design template lays out the information needed for an event invitation. The file can be edited to add your event details and personalize the event invitation to your specific requirements.
The Perfect Event Invitation Template
This template sets out the ideal layout and information that should be included on event invitations in order to maximize positive responses.
Event Flyer Design Templates
Event flyers can be printed or sent electronically and are a traditional and useful way to notify people about your event. We have a choice of three editable event flyer design templates for you to choose from.
Event Marketing Templates
Marketing your event is critical to success and can be the difference between a sell-out event or an empty room. These documents will help you to perfect the marketing for your event.
Event Marketing Plan Template
A worksheet to determine your event marketing objectives, prompts and tactics to boost your event marketing success.
Persona Template
Use this template to develop personas, which represent your core event attendees and stakeholders. We recommend creating up to five personas, which should be continuously developed and refined with real event data.
Event Process Mapping Template
Process mapping can be a useful exercise to help to visualize the attendee or stakeholder journey and identify key elements and crossroads throughout different touchpoints. This process mapping worksheet can help to crystallize how to influence specific outcomes and develop the strategy behind what you want to achieve.
Event Social Media Templates
Having a robust social media strategy is a must for many modern events. Here are some essential checklists, forms, and templates to put you on the right track.
Social Media Event Marketing Strategy
This strategy document can be completed to determine your social media strategy and approach for each specific event project. Help your team review the content and strategy for different channels and ensure that all team members are working to the same objectives and social media plan.
Event Sponsorship Template
Securing sponsorship is getting harder and you have one chance to get it right for your event. Make a good impression and brush up on your event sponsorship skills.
Event Sponsorship Checklist
This 10-step event sponsorship checklist outlines the essentials needed for a successful event sponsorship agreement to be agreed.
Event Budget Template
Having a close rein on your event budget will keep your event in shape or even help to determine the feasibility of an event project.
Event Budget Master Template
Instead of starting from scratch, let us give you a helping hand and financial starting point by using our budget template. Add figures against our budget headings and list financial income and expenditure items as required by your event. Alternatively, you can access our online event budget calculator tool.
Event Presentation Template
Boring presentation slides and death by PowerPoint is not acceptable for engaging events and sessions. Modernize your event content with a visual slide deck and transform the way your event is presented.
Event Presentations / Slide Deck Template
This presentation sample slide deck is a great standalone modern design. Use the PowerPoint and Keynote slides as a starting point to create something that will reflect the brand of your event and the needs of your audience.
Event Proposal Templates
Make creating your next event proposal to win new business a breeze. These templates will keep you on the right path to develop your own proposal documents with a professional edge.
Event Proposal Checklist
Before you start writing your next event proposal, refer to this list to ensure you have all the bases covered.
Event Proposal Template
If you are ready to create an event proposal but prefer to work with a design-ready file, this document will be just what you are looking for. You can edit the text and content to create your own custom event proposal. No design skills or formatting required!
Secrets for a Winning Event Proposal
Walk through pro tips to improve your event proposals, for a better chance of success.
Event Resume Template
Get the job you want in event planning by developing an attention-grabbing CV with all the information potential employers needs to see.
Event Planner Resume and Cover Letter
Don’t forget any key information. Refer to this PDF document to ensure that your resume lists all the key information that future potential employers will want to see. Build the best possible CV to sell yourself and get the job you want.
Event Business Planning Template
Starting your own event planning business is not easy but you will get off to a solid start if you spend time planning and researching your new venture. If you are looking for investment from funders a comprehensive business plan will be essential.
Business Plan Template for Event Planners
Use this template to create a business plan for your new event management company and set out your vision and approach at the important early stages of your business.
IN CONCLUSION
If you haven’t already downloaded your essential event planning template bundle – what are you waiting for? Make sure you download and save a copy so you have these templates, checklists, documents, and cheat sheets available to refer to whenever you need them.
Now onto you:
- What is the essential event planning tools templates that you couldn’t live without? Comment below and share with other event professionals.
- Do you have a tip to make this page better? Send an email to [email protected].
- Do you have a colleague who may benefit from reading this page? Share it with them!
