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Session And Content Planning Workbook

Coordinate session purpose, public copy and content deliverables with this editable Session And Content Planning Workbook. Programme teams complete Event Setup, maintain one Session Planner row per session, then track abstracts, biographies, slides, scripts and approvals in Content Deliverables. It supports pre-publication content control for conferences and similar programmes, not the public agenda grid and not full speaker or performer contracting management.

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Format: XLSX
Difficulty: Advanced
Time: 45 min
Stage: Build → Run

What this resource helps you do

Capture the essential session and content planning workbook inputs in one place
Hand off a consistent template across event operations owners
Reduce last-minute gaps before the build milestone
Track statuses, owners, and follow-ups across the full planning cycle
Export a shareable view for stakeholders and suppliers

When to use this resource

Before content intake when programme terminology must be confirmed
During weekly programme meetings that review deliverable deadlines
Before event week when rights, travel and technical content items must close

What is included

session-and-content-planning-workbook.xlsx
XLSX download package
Instructions: Steps to complete setup, assign owners, store evidence and close open content items.
Event Setup: Shared event and programme facts used across session and content workflows.
Session Planner: Session and Content Planner for purpose, public copy, capacity, production and rights before publication.
Content Deliverables: Register for abstracts, biographies, slides, scripts, media, captions and publication approvals.

Information required before starting

Event dates, venue and programme ownership from Event Setup
Session title, track, format, audience, objective and speaker or act
Deliverable type, contributor, due date and review status for each content item

What you produce

Session and content planner register
Content deliverables register with review status
Evidence-linked programme content handoff before publication

Who this is for

This resource is designed for Event organisers and conference-planner who need a practical, reusable document for event operations.

conference planner
Owns session objectives and content readiness ahead of programme publication.
producer
Checks production and rights dependencies against each Session Planner row.
marketing manager
Uses approved copy and deliverable status to support public programme communications.

Event-type use cases

conference
Coordinates session learning outcomes, speaker content and publication approvals.
generic event
Tracks session-level content deliverables where a public programme must be approved.

How to use this resource

1
Complete Event Setup
Confirm programme terminology, leads and publication dates before content intake begins.
2
Create Session Planner rows
Add one authoritative row per session with track, format, audience, objective and speaker or act.
3
Assign deliverable owners
Create Content Deliverables records for abstracts, bios, slides, scripts and media with named contributors.
4
Store approval evidence
Link source files and review outcomes in the register instead of relying on email memory.
5
Close open items before publication
Review deadlines weekly and close rights, travel and technical content gaps before event week.

Common mistakes to avoid

Using this workbook as the public agenda grid — Keep timing and rooms in the event agenda template; use this file for session purpose and content deliverables.
Treating it as full speaker or performer management — Track content and session requirements here; manage contracting and logistics in the dedicated speaker or performer workbook.
Leaving deliverable status in email threads — Record due dates, received dates and reviewer status in Content Deliverables before each programme meeting.

Download files

Unlock this resource above to download every included file. Companion files do not need a separate form.

Session and content planning workbook — editable XLSX

Editable Excel workbook with Instructions, Event Setup, Session Planner and Content Deliverables sheets for programme content control.

When to choose it: Use to coordinate session objectives and content approvals before the public programme is locked.

XLSX · 12 KBLocked

Continue your planning workflow

← Previous stepRehearsal And Soundcheck Planner Next step →Speaker And Performer Management Workbook Next step →Accessibility Planning Workbook Next step →Accreditation And Credential Matrix

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Event management

Run events end-to-end from brief to post-event reporting.

Production operations

Run-of-show, scheduling, and live event coordination.

Frequently asked questions

Frequently Asked Questions

Is this the same as the event agenda template?+

No. This workbook plans session purpose and content deliverables. The agenda template publishes timing, tracks and rooms.

Does it manage speaker contracts?+

No. It tracks session content and deliverables. Use speaker or performer management resources for contracting and logistics masters.

Which sheets coordinate sessions and their content deliverables?+

Instructions, Event Setup, Session Planner and Content Deliverables.

When should session content be treated as ready?+

Treat it as ready when objective, contributor, deliverables and review status are complete, with approval evidence for content to be published.