Event Planning Checklist Template

Ensure flawless event execution! Our Event Planning Checklist Template covers everything from venue selection & vendor management to catering & guest experience - streamline your planning, reduce stress, and deliver unforgettable events. Download now!

This Template was installed 2 times.

Event Concept & Budgeting

1 of 10

Defining the event's purpose, theme, and establishing a detailed budget.

Event Name

Event Description / Purpose

Estimated Guest Count

Total Budget Allocation

Target Event Date

Event Type

Budget for Venue

Venue Selection & Logistics

2 of 10

Finding and securing the perfect venue, considering capacity, accessibility, and necessary amenities.

Venue Address

Venue Capacity (Max)

Venue Booking Date

Venue Type

Available Amenities

Venue Notes/Specific Requirements

Vendor Management

3 of 10

Researching, booking, and coordinating with all vendors (catering, entertainment, decor, etc.).

Caterer Selected?

Caterer Contact Information

Entertainment Booked?

Entertainment Fee (USD)

Vendor Contracts

Vendor Contract Deadline

Photographer Confirmed?

Special Vendor Requirements/Notes

Legal & Permits

4 of 10

Ensuring all necessary permits, licenses, and insurance are in place.

Event Organizer Legal Name

Permit Application Submission Date

Type of Permit Required (e.g., Alcohol, Noise, Assembly)

Estimated Attendance

Insurance Coverage Type

Description of Event Activities (for permit application)

Copy of Event Insurance Certificate

Permit Expiration Date

Marketing & Promotion

5 of 10

Creating and executing a marketing plan to reach the target audience.

Social Media Budget

Primary Marketing Channel

Social Media Platforms to Use

Marketing Campaign Start Date

Marketing Message / Key Points

Marketing Graphics/Visuals (e.g., event poster)

Guest Management

6 of 10

Handling invitations, RSVPs, and guest communication.

Estimated Guest Count

RSVP Deadline

RSVP Method

Dietary Restrictions (Guest)

Specify Allergies (if selected)

Accessibility Needs (Guest)

Contact Person (for Guest Questions)

Final Guest Count Confirmation Date

Timeline & Scheduling

7 of 10

Developing a detailed timeline for all tasks leading up to and during the event.

Venue Booking Deadline

Number of Invitations to Send

Invitation Send-Out Date

RSVP Deadline

Vendor Setup Start Time

Final Vendor Confirmation Date

Key Milestone 1 Notes (e.g., Catering Menu Selection)

Event Day - Arrival of Entertainment

Setup & Decor

8 of 10

Planning and executing the setup of the venue, including decorations and staging.

Table Centerpiece Style

Number of Balloons

Lighting Type

Decor Inspiration Image

Detailed Decor Instructions

Number of Chair Covers

Theme Consistency Check

Event Day Execution

9 of 10

Managing the event flow, overseeing staff, and ensuring guest satisfaction.

Arrival Time of Key Staff

Vendor Staging Area Confirmed?

Guest Count (Actual)

Sound/AV Equipment Check

Bar Service Status

Notes/Incidents During Event

Food Service Status

Post-Event Wrap-Up

10 of 10

Reviewing event success, gathering feedback, and finalizing payments.

Total Event Expenses

Total Revenue Generated

Profit/Loss

Vendor Performance Feedback

Guest Feedback Summary

What worked well?

Areas for Improvement

Final Payment Due Date

We can do it Together

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