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In this article, we’ve sorted through all event planning templates and checklists to provide you with the best, most comprehensive listing, so you can effectively plan a product launch, conference, wedding, or other milestone event.
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Included on this page, you’ll find an event planner template, event budget template, event venue checklist template, and more.
What to Include in a Strategic Event Plan
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The planning process may begin with a brainstorming session as you consider the purpose of your event, what you hope to accomplish, and what resources are available. Keep in mind that, while it’s important to cover all your bases and not overlook important details, there is something to be said for brevity. Being concise - perhaps even limiting your event plan to one page - can encourage clarity and make you more likely to follow it. Keeping a plan short may be especially useful if you are creating an event template that other members of your organization will use to arrange future events. Having a clear protocol to follow will make it easier to maintain standards and requirements as team members and event details fluctuate.
As you think about how to craft an event that will meet your objectives, here are a few things to keep in mind and include in your plan:
- Purpose of Event: In addition to vital event details like dates, times, location, and other logistics, it’s important to know what you hope to achieve. Do you want to accomplish a specific goal such as fundraising or education? Maybe you want your event to meet several objectives, such as launching a product, increasing brand awareness, and boosting sales. Keeping the purpose of the event in mind can help you develop an effective strategy for meeting those objectives.
- Target Audience: Identifying your target audience and their needs can guide your marketing efforts as well as your event planning. How will you meet their needs? How will your event stand out from the competition?
- Event Benefits and Value: Once you determine what your audience needs, you can identify the speakers, entertainment, activities, and messaging that will be most effective. Does your event offer a unique value proposition that potential attendees won’t want to miss?
- Event Marketing and Metrics: Outline all of the marketing channels you will utilize to promote your event, and create a timeline for each phase of marketing. In addition to metrics for tracking the effectiveness of your campaigns, identify any other key metrics that you’ll use to evaluate the event as a whole.
- Budget: Consider both costs and revenue as you plan your event.
Once an event ends, the purpose of event management is to collect and evaluate key metrics. Whether you measure ticket sales and attendance, solicit feedback from participants, or conduct a performance review of the entire planning and event process, performing an evaluation can help you understand what was successful and what needs improvement. This type of information is critical data that you can use to inform decisions about future events.
Event Planning Templates
Event Planner Template
This event plan template includes areas where you can list strategic elements such as objectives, target audience, and messaging as well as logistical details such as catering, programming, and audio-visual requirements. For each task, identify who is responsible, required actions, and deadlines. This thorough template can guide your planning process and provide a summary of tasks to accomplish during an event.
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Download Event Planner Template
Excel | PDF | Smartsheet
Event Schedule Template
Create an event itinerary that includes dates, locations, programming start and end times, and scheduled breaks. This simple spreadsheet is a useful tool for creating an organized event schedule that you can share with staff and attendees. You can also use this template for a single- or multi-day event, or for a conference featuring multiple speakers who will be presenting in various venue rooms.
Download Event Schedule Template
Excel | Smartsheet
Event Marketing Timeline Template - Excel
Marketing efforts for larger events may include national advertising, online content, public relations, and market research. This template provides a place for individual marketing campaigns along with a timeline for weekly planning. By creating a timeline for each task within a campaign, you can gauge how actions overlap, plan for significant dates, and see a visual representation of the time required for each item.
Download Event Marketing Timeline Template
Excel | Smartsheet
Event To-Do List Template
Use this to-do list template to plan, prioritize, and carry out all the necessary tasks for your event. You can track the progress of each item toward completion by choosing a predetermined due date. The template includes room for additional notes or comments, which is particularly useful when sharing a to-do list.
Download Event To-Do List Template
Excel | PDF
Event Proposal Template - Word
If you’re an events planner, having a top-notch proposal to offer potential clients could give you an edge against the competition. This template provides an outline for you to work from as you craft a personalized event management proposal. You’ll find sections for listing client needs and expenses, detailing the services you will provide, and more.
Event Planner Contract Template
An event planner contract should clearly outline the expectations of the client, the responsibilities of the event planner, the terms of the agreement, and any pertinent project details. You may also want to include a contract with your event proposal - in this case, use this template as a model for creating your own event planner contract where you can list services, terms, and other important business details. Depending on the scope of the event and the management services you’re providing, you can keep the contents of the contract brief or expand the template to include more details.
Download Event Planner Contract Template
Word | PDF
Wedding Checklist Template - Excel
Professional wedding planners and individuals getting married can benefit from an event checklist template. Wedding planning involves many moving pieces, from decorations to food and photography, so a simple checklist can make planning easier, and help identify expenses and ensure that nothing important is forgotten. Get more wedding planning tips from the pros and discover additional useful templates by reading Expert Tips on How To Create A Wedding Timeline.
Download Wedding Checklist Template
Excel | Smartsheet
Event Evaluation Form
A post-conference evaluation can provide critical data about which elements of your event were successful and help identify areas for improvement. You can use this event evaluation for any type of event, and can customize it for internal team members or event attendees. Once you determine the information you want to collect, including which aspects of the event or planning process you want to review, simply customize the form to meet your needs.
Download Event Evaluation Form
Excel | PDF
Calendar of Events Template
This template provides a calendar format with an adjacent column for listing events. The calendar displays all 12 months of the year on a single Excel sheet, making it easy to scan through months, plan ahead, and quickly view the events listed in the corresponding column. Each month is also color-coded with alternating hues for easy viewing.
Download Calendar of Events 2020 Template
Excel | PDF
Download Calendar of Events 2021 Template
Excel | PDF
Download Calendar of Events 2022 Template
Excel | PDF
Event Budget Templates
Conference Budget Template - Excel
A budget is an important conference management tool that planners use to identify expenses and resource requirements, inform event decisions, and support an overall plan. Use this template to estimate projected costs and track actual expenses. Comparing your projections with actual costs can help to create more accurate estimations for future conferences.
Download Conference Budget Template
Excel | Smartsheet
Event Budget Template - Excel
This event budget template itemizes expenses in a spreadsheet format and also represents data as visual charts. You can use this format to quickly identify which costs are using the largest percentage of the budget. For example, you might discover that certain costs, such as event programming, food service, advertising, and venue rentals are the biggest expenses. The template includes a section for comments where you can jot down brainstorming notes or share messages with your event team.
Download Event Budget Template
Excel | Smartsheet
Party Budget Template - Excel
Organize your party planning and track your budget with this template. It includes a summary of expenses and total costs, and a pie chart that both divides costs into categories and provides a detailed breakdown of expenses for each. Cells are pre-populated with common costs, such as equipment rentals or security and cleaning services; however, you can easily edit the fields to suit your requirements.
Wedding Budget Template - Excel
This budget planner separates wedding costs into categories including apparel, decorations, reception, and photography. On the template, these categories are broken down into more detailed lists of expenses - this allows you to account for both large and small items, determine which categories are most costly, and ensure that the wedding stays within budget.
Event Venue and Vendor Templates
Food Vendor Application Template
If you’re planning a conference or an event with food vendors, this template can help streamline the application process. Collect information from each vendor, including contact details, goods or services they offer, and permits. You can also add rules and regulations that each vendor must agree to in order to participate in the event.
Download Food Vendor Application Template
Excel | PDF
Event Venue Checklist
Use this checklist template to inspect venues and determine whether they meet the requirements for your event. Items to check include fees, venue capacity, parking, audiovisual options, and more. Following a checklist can help you identify potential issues and provide a quick comparison between venue options.
Download Event Venue Checklist
Readkit 2 6 3 equals. Excel | PDF
Catering Vendor Checklist
This catering checklist template offers an easy way to interview caterers. Catering fees can add up quickly, so it’s important to request detailed estimates for accurate budgeting. While some venues may include catering with their services, you will still need to provide the vendor with event details and make sure you understand their policies.
Download Catering Vendor Checklist
Excel | PDF
Event Speaker Checklist
Organize all of the details about your speakers or event entertainment, including audiovisual and other equipment requirements for presentations or performances. Speaker selection is an integral part of event management, so it behooves you to ensure that each presentation is successful. Advance planning may include arranging transportation, collecting speaker bios, and locating and securing necessary equipment.
Download Event Speaker Checklist
Excel | PDF
Wedding Vendor List Template
Wedding planners can use this template to keep track of all the vendors they plan to work with or are supplying bids. There are sections to include contact information, contract status, costs, and services provided. You can also include a rating score based on your experience of working with a vendor, professional reviews, or comparison with their competitors.
Download Wedding Vendor List Template
Excel | PDF | Word
Sign-Up and Attendance Templates
Event Sign-Up Sheet Template
If you’re recruiting volunteers for an event, you may find a printable sign-up sheet, such as this one, instrumental in gathering info. Simply post this template at the event to quickly collect names, contact information, and any other details you might need (such as affiliation with the event), or add a space where volunteers can sign up for specific tasks. Simply adjust the column labels to include the information you are seeking.
Download Event Sign-Up Sheet Template
Word | PDF
Conference Sign-In Sheet Template
To ensure that all attendees are present at a conference or training event, have them add their signatures to this sign-in sheet. At the top of the template there is room for conference details so that the sheet can tracked and filed easily. You can modify this basic form and use it to collect attendance details at any type of event.
Download Conference Sign-In Sheet Template
Excel | PDF
Party Sign-Up Sheet Template
Whether you’re planning a company party or team building outing, a sign-up sheet can give you an idea of how many people will attend. This template includes columns for setup and cleanup so that volunteers can plan ahead for these duties.
Download Party Sign-Up Sheet Template
Excel | PDF
Increase Event Success with Real-Time Planning in Smartsheet
Templates can help you plan, organize, and collect critical data for planning events. Once you begin the day-to-day work on the event, you’ll quickly discover a need for a central repository to track key documents, share information with your team, and perhaps even to automate data collection. Smartsheet is a work management and automation platform that enables enterprises and teams to work better. Over 74,000 brands and millions of information workers trust Smartsheet to help them align the right people, resources, and processes to get work done.
With its familiar interfaces, Smartsheet is designed for how people actually work, leading to rapid and broad adoption across your organization. Use self-service reports and dashboards in Smartsheet to provide real-time visibility into resources, status, and performance so you can rapidly align operations to strategy.
Discover why millions of professionals around the world use Smartsheet to get from idea to impact, fast.
Ensure your next event is a success with a real-time event plan in Smartsheet.
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by Kate Eby on Jan 02, 2018
If you’re juggling classes and school assignments, managing a busy work schedule, or trying to balance family and business responsibilities, a daily calendar can help you get organized and use your time effectively. Many calendar and planner options exist in both electronic and traditional print formats.
Each type of calendar will have its benefits and drawbacks, and some may be better suited for certain uses than others. So you may have to try a few options before determining the best choice for your needs. To help you get started, there are a variety of free daily calendars available for download below. Choose from Microsoft Excel or Word, PDF, or Google Docs templates. All are customizable, and feature a professional appearance and intuitive layout.
Using a Day Planner Effectively
Knowing what you need to accomplish on a particular day and the alloted time for each task can provide a sense of control, both reducing stress and making it more likely that everything gets done. A daily planner is a simple tool, but if used consistently it can help you stay on top of your schedule, be more productive throughout the day, and have a better sense of how much time is available for taking on additional responsibilities or managing unexpected events.
The best type of planner is one that works well for you. Whether you use an online service, time-management software, or a paper planner, be sure to check it regularly, stick to your daily plan as much as possible, and move unfinished items forward. Prioritizing tasks will help ensure that your backlog consists of low-priority tasks.
Set aside time in your daily planning to address these items without having them interfere with more urgent responsibilities. This system holds true for planning your personal or professional life, which you can combine in a single planner or keep separate depending on your inclination.
Some people prefer to keep work duties separate from personal tasks and goals, while others prefer not to juggle two separate planners. Follow your own preferences based on workload and personal habits to find an effective approach to daily planning.
Daily Calendar Templates
Blank Daily Calendar Template - Excel
This daily calendar displays only the days of the week, starting with Sunday. Use the blank slate to fill in whichever month and dates you wish along with events, holidays, and any other planning items. You can also use the calendar without dates and simply have a daily and weekly schedule for any month. A blank daily calendar gives you the freedom to customize the template to match your needs.
Printable Daily Calendar Template
This daily printable calendar provides a simple layout for tracking appointments and tasks. Create a simple daily calendar and to-do list that you can print on letter-size paper and add to a binder to make your own planner. To save paper, print the pages double-sided.
Download Printable Daily Calendar Template
Word | PDF
Planner Templates
Daily Planner Template - Excel
A daily planner combines a calendar with additional sections for planning and organizing your time. This template includes a task list to help you prioritize activities for each day, and a notes section for important reminders. The calendar breaks down each hour into 15-minute segments so that you can follow a detailed plan throughout the day.
Download 2019 Daily Planner Template
Excel | Smartsheet
Download 2020 Daily Planner Template Wattagio 1 2 1 download free.
Excel | Smartsheet
Personal Planner Template
A personal planner is a useful tool for organizing the tasks of daily life — such as meal planning, errands, and chores — along with setting and working toward personal goals. This daily printable calendar can be used for any date or day of the week. Print multiple pages to create a handy planner with your routines and reminders compiled in one spot.
Download Personal Planner Template
Word | PDF
Weekly Planner Template - Google Sheets
If you want a Google Docs version of a weekly planner, quickly save this template to your Google Drive account and then print it, use it on a device, or share it online. This planner shows an entire week on one page so that you can manage daily affairs and get a weekly overview. This template features five weeks displayed on separate sheets.
Monthly Planner Template - Google Sheets
This monthly planner shows each month in a spreadsheet format with weeks and dates listed on the left side of the template. The horizontal format makes it easy to view multiple weeks at a glance. Listed on a separate sheet is each month of the year, so you can create comprehensive weekly, monthly, and annual plans.
Day Planner with Task List
This printable PDF day planner includes a task list and hourly schedule. The template is designed for simplicity and ease of use, and you can use it for a wide range of tasks, from office management to household chores. If you want to adjust the format or add new sections for a personalized day planner, you can customize the layout.
Download Day Planner with Task List
Excel | PDF
Daily Schedule Templates
Daily Work Schedule Template - Excel
This daily schedule template allows you to set the beginning date, starting hour for each day, and time interval. You get a daily schedule, a section for notes, and a weekly overview. Create a comprehensive plan for your workday, set goals for the week, and improve your work performance by prioritizing important tasks.
Download Daily Work Schedule Template
Excel | Smartsheet
Daily Shift Calendar Template - Excel
Plan a daily shift schedule for multiple employees with start and end times for each shift, the workstation or department for each employee, and total hours worked. This template provides a daily and weekly view, so you can quickly get a snapshot of the schedule over the course of a week. An employer can also use this calendar to track attendance or plan vacation time.
Daily Hourly Schedule Template - Excel
Create a simple daily calendar with hourly segments that can be broken down into shorter increments. This makes it easy to organize longer projects into manageable pieces, or to schedule short tasks such as setting an appointment or making a phone call. An hourly schedule can be used for planning work, home, or school activities.
Download Daily Hourly Schedule Template
Excel | Word | PDF | Smartsheet
Simple Daily Agenda Template - Word
Manage daily meetings with this agenda template for Microsoft Word. Track attendees, schedule and assign agenda items, and use the comments section to provide instructions or take meeting notes. You can also document the date, time, and location of the meeting for future reference.
Daily Log Template - Excel
Note Plan 1 6 21 – Daily Planning For Professionals Teachers
Use this daily log template for planning or for creating a record of completed tasks, which may be useful for tracking project issues, preparing for an event, or documenting activities at a training or seminar. It can also serve as a simple schedule for meetings, appointments, errands, and work duties. There is also room for additional daily notes.
Download Daily Log Template
Excel | Smartsheet
Daily Task List Templates
Daily To-Do List Template - Excel
Prioritize tasks and create a timeline with this detailed to-do list template. You can categorize tasks, track the status of each one, and set due dates. This daily to-do list is ideal for personal planning or shared work projects. Plan, organize, and implement project actions while communicating effectively with team members.
Download Daily To-Do List Template
Excel | PDF | Smartsheet
Daily Checklist Template - Excel
This daily checklist template includes both portrait and landscape options, each showing an entire week on one sheet. Create daily and weekly to-do lists, and use the checkboxes to mark off completed items. You can also print this Excel template as a PDF file for a paper version of a daily checklist.
Create a Custom Daily Calendar in Smartsheet
Note Plan 1 6 21 – Daily Planning For Professionals Near Me
The key to an effective calendar, whether for professional or personal use, is that all stakeholders have access in real-time, to stay on top of upcoming events, meetings, and tasks. Managers who want to ensure their teams are on the same schedule and routinely hitting deadlines need an interactive calendar that everyone can access regardless of location or device.
Note Plan 1 6 21 – Daily Planning For Professionals Looking
One such tool is Smartsheet, an enterprise work management platform that is fundamentally changing the way businesses and teams work. Over 70,000 brands and millions of information workers trust Smartsheet to help them accelerate business execution and address the volume and velocity of today's collaborative work.
The familiar Smartsheet interface that is designed for how people actually work, leads to rapid and broad adoption across your organization. Interactive and easily customizable, Calendar View in Smartsheet is accessible to any user. You can easily switch from a familiar grid format to calendar, to see upcoming tasks or meetings. With a variety of options for communicating calendar details with your team, it is easy to track the progress of work and stay ahead of deadlines.
Note Plan 1 6 21 – Daily Planning For Professionals Students
Discover why millions of professionals around the world use Smartsheet to move from idea to impact - fast.