![]() ![]() This reduces unnecessary upfront work and ensures your team follows the same steps when planning similar events. Plus, you can duplicate the template for each event instead of creating a new project. While it’s possible to keep track of an event to do list in a printable event planning worksheet, using a digital project management tool makes it easy to track, share, and update your event plan as priorities and deadlines evolve. From tracking your budget and communicating with vendors to keeping your event on schedule, using our template ensures your event will run smoothly. Our free event planning template lets you manage all the details for your event in one accessible place, providing clarity in a way that static spreadsheets can’t. Use template What are the benefits of using Asana’s event planning template? Which means you can feel confident your team won’t miss any steps-so you can put on the best event possible. It creates consistency, making it easy to replicate your existing event management workflows. Asana’s event planning template is pre-built with custom sections and fields to track upcoming event tasks and details. It provides you with a single place to manage and track event details. Of course, the list of participants must not be missing! Record here the names, the number of people who may accompany the participant, and the date of acceptance or cancellation.įollowing up with no feedback is certainly a good idea as well.An event planning template is a duplicatable framework that helps streamline the event planning process. List of participants to the event List of participants Signs (names, badge, table, signage, lectern).Social media marketing (Facebook ADs e.g.).Create and distribute printed matter, flyers (see below).Corporate identity (CI, logo, colors, fonts).The following things may be of importance: In any case, production and publication should take place in good time so that interested parties can actually attend the event. Some can be done by the company directly or by an agency. Requirements for the event Marketing of the eventĭepending on the type of event, different types of marketing can be used. ![]() With the help of this checklist, you can check everything. Which authorities must be informed? Is janitor, fire department, sanitary service necessary? Is there a curfew or other things that need to be considered? From stage construction to advertising, everything is represented (hopefully): The “Service Provider” worksheet lists all types of support. Service providers needed for the event A list of service provider for the event Of course, you can add to the list as you wish. Details of the programĪ further subdivision into main program, single action, ongoing actions and highlights give even more possibilities to consider everything Here you can create an overview of all program points and enter time periods, contents, actors and responsible persons. The next worksheet deals with the actual program. telephone list of all planners and responsible persons involved.They will then automatically appear in the dropdown menu.Īlso in the “General” tab, there is a checklist for: To do this, enter your values in the column to the right of it. Technology (IT, server room, internet, WiFi, beamer etc.)Įquipments are fed by a dropdown.An outdoor event presents itself in many ways more complicated compared to a conference hall.Īlso important is the question of equipment that is already available or that still needs to be organized: Place and location of the event is important, as there are also various constraints attached to it. The financial component may play a role, so a section has been added for self-funded and leveraged. In addition, of course, the number of participants, their nationality, denomination and the number of children and/or spouses is important or can be important. Here you record what type of event it is, how long it goes on for, what the theme is, what your goals are, and the makeup of the target audience. In detail, it then looks like this… General tab sheet General spreadsheet of the event planner Simply add your individual requirements to the entries or choose from the ready-made dropdowns. The Excel template is divided into several worksheets:īased on this compilation, it should be easy for you to consider all necessities. To ensure a smooth process, I have created a kind of checklist for event planning using Excel. Here, nothing must be left to chance, otherwise, in the worst case, the event may even fall through because, for example, a required permit is not available. Be it to organize a private party or an event for the company or even to support an external client with his celebration or performance. Every form of an event is subject to precise planning. ![]()
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