Event planning resources

Practical templates for planning and delivering better events

Browse editable templates, checklists, workbooks and guides for every stage of your event — from the first brief to the final report.

Try “event budget”, “festival marketing” or “risk assessment”.

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Accessibility Planning Workbook

Complete the accessibility planning workbook with operations and production teams. Accessibility Planning Workbook for event operations during plan → build → run. Editable PDF + XLSX from the Risk, Safety and Compliance set.

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Accreditation And Credential Matrix

Complete the accreditation and credential matrix with operations and production teams. Accreditation And Credential Matrix for event operations during build → run. Editable PDF + XLSX from the Workforce, Credentials and Event-Day Readiness set.

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Booth And Floor Space Allocation Planner

Complete the booth and floor space allocation planner with commercial, ticketing and sponsorship leads. Booth And Floor Space Allocation Planner for event revenue during build → promote. Editable XLSX from the Sponsors and Exhibitors set.

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Complimentary Tickets And Holds Register

Complete the complimentary tickets and holds register with commercial, ticketing and sponsorship leads. Complimentary Tickets And Holds Register for event revenue during plan → build. Editable XLSX from the Commercial and Financial Planning set.

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Content Rights And Release Register

Complete the content rights and release register with operations and production teams. Content Rights And Release Register for event operations during build → run. Editable XLSX from the Programme, Speakers and Performers set.

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Contingency And Emergency Action Matrix

Complete the contingency and emergency action matrix with operations and production teams. Contingency And Emergency Action Matrix for event operations during plan → build → run. Editable PDF + XLSX from the Risk, Safety and Compliance set.

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Contract And Payment Milestone Tracker

Complete the contract and payment milestone tracker with commercial, ticketing and sponsorship leads. Contract And Payment Milestone Tracker for event revenue during plan → build. Editable XLSX from the Commercial and Financial Planning set.

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Crowd Flow And Ingress Planner

Complete the crowd flow and ingress planner with organisers and producers setting scope. Crowd Flow And Ingress Planner for event planning during plan → build. Editable PDF + XLSX from the Venue and Site Planning set.

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Event Data And Privacy Template and Register

Complete the event data and privacy template and register with operations and production teams. Event Data And Privacy Template and Register for event operations during plan → build → run. Editable PDF + XLSX from the Risk, Safety and Compliance set.

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Event Day Readiness Signoff Workbook

Complete the event day readiness signoff workbook with operations and production teams. Event Day Readiness Signoff Workbook for event operations during build → run. Editable PDF + XLSX from the Workforce, Credentials and Event-Day Readiness set.

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Event Health And Safety Evidence Template and Register

Complete the event health and safety evidence template and register with operations and production teams. Event Health And Safety Evidence Template and Register for event operations during plan → build → run. Editable PDF + XLSX from the Risk, Safety and Compliance set.

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Event Risk Assessment Template and Register

Complete the event risk assessment template and register with operations and production teams. Event Risk Assessment Template and Register for event operations during plan → build → run. Editable PDF + XLSX from the Risk, Safety and Compliance set.

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Event ROI And Break Even Calculator

Complete the event roi and break even calculator with commercial, ticketing and sponsorship leads. Event ROI And Break Even Calculator for event revenue during plan → build. Editable PDF + XLSX from the Commercial and Financial Planning set.

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Event Signage Schedule

Complete the event signage schedule with organisers and producers setting scope. Event Signage Schedule for event planning during plan → build. Editable XLSX from the Venue and Site Planning set.

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Exhibitor Management Workbook

Complete the exhibitor management workbook with commercial, ticketing and sponsorship leads. Exhibitor Management Workbook for event revenue during build → promote. Editable PDF + XLSX from the Sponsors and Exhibitors set.

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Exhibitor Move In And Move Out Schedule

Complete the exhibitor move in and move out schedule with commercial, ticketing and sponsorship leads. Exhibitor Move In And Move Out Schedule for event revenue during build → promote. Editable XLSX from the Sponsors and Exhibitors set.

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Incident Reporting And Follow Up Template and Register

Complete the incident reporting and follow up template and register with operations and production teams. Incident Reporting And Follow Up Template and Register for event operations during plan → build → run. Editable PDF + XLSX from the Risk, Safety and Compliance set.

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Insurance Permits And Compliance Template and Register

Complete the insurance permits and compliance template and register with operations and production teams. Insurance Permits And Compliance Template and Register for event operations during plan → build → run. Editable PDF + XLSX from the Risk, Safety and Compliance set.

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Lead Retrieval And Reporting Tracker

Complete the lead retrieval and reporting tracker with commercial, ticketing and sponsorship leads. Lead Retrieval And Reporting Tracker for event revenue during build → promote. Editable PDF + XLSX from the Sponsors and Exhibitors set.

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Load In And Load Out Planner

Complete the load in and load out planner with organisers and producers setting scope. Load In And Load Out Planner for event planning during plan → build. Editable PDF + XLSX from the Venue and Site Planning set.

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Lost Property Register

Complete the lost property register with operations and production teams. Lost Property Register for event operations during build → run. Editable XLSX from the Workforce, Credentials and Event-Day Readiness set.

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Moderator And Host Briefing Guide

Follow the moderator and host briefing guide with operations and production teams. Moderator And Host Briefing Guide for event operations during build → run. Editable DOCX + PDF from the Programme, Speakers and Performers set.

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Pricing And Ticket Tier Workbook

Complete the pricing and ticket tier workbook with commercial, ticketing and sponsorship leads. Pricing And Ticket Tier Workbook for event revenue during plan → build. Editable PDF + XLSX from the Commercial and Financial Planning set.

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Radio And Communications Plan

Complete the radio and communications plan with operations and production teams. Radio And Communications Plan for event operations during build → run. Editable PDF + XLSX from the Workforce, Credentials and Event-Day Readiness set.

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Rehearsal And Soundcheck Planner

Complete the rehearsal and soundcheck planner with operations and production teams. Rehearsal And Soundcheck Planner for event operations during build → run. Editable PDF + XLSX from the Programme, Speakers and Performers set.

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Revenue Stream Planner

Complete the revenue stream planner with commercial, ticketing and sponsorship leads. Revenue Stream Planner for event revenue during plan → build. Editable XLSX from the Commercial and Financial Planning set.

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Session And Content Planning Workbook

Complete the session and content planning workbook with operations and production teams. Session And Content Planning Workbook for event operations during build → run. Editable XLSX from the Programme, Speakers and Performers set.

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Site And Zone Readiness Workbook

Complete the site and zone readiness workbook with organisers and producers setting scope. Site And Zone Readiness Workbook for event planning during plan → build. Editable PDF + XLSX from the Venue and Site Planning set.

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Speaker And Performer Management Workbook

Complete the speaker and performer management workbook with operations and production teams. Speaker And Performer Management Workbook for event operations during build → run. Editable XLSX from the Programme, Speakers and Performers set.

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Sponsor Asset And Approval Register

Complete the sponsor asset and approval register with commercial, ticketing and sponsorship leads. Sponsor Asset And Approval Register for event revenue during build → promote. Editable XLSX from the Sponsors and Exhibitors set.

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Sponsor Hospitality Planner

Complete the sponsor hospitality planner with commercial, ticketing and sponsorship leads. Sponsor Hospitality Planner for event revenue during build → promote. Editable XLSX from the Sponsors and Exhibitors set.

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Sponsor ROI Report Model

Complete the sponsor roi report model with commercial, ticketing and sponsorship leads. Sponsor ROI Report Model for event revenue during build → promote. Editable DOCX + XLSX from the Sponsors and Exhibitors set.

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Sponsorship Fulfilment Tracker

Complete the sponsorship fulfilment tracker with commercial, ticketing and sponsorship leads. Sponsorship Fulfilment Tracker for event revenue during build → promote. Editable PDF + XLSX from the Sponsors and Exhibitors set.

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Staff And Volunteer Briefing Guide

Follow the staff and volunteer briefing guide with operations and production teams. Staff And Volunteer Briefing Guide for event operations during build → run. Editable DOCX from the Workforce, Credentials and Event-Day Readiness set.

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Staff Training Tracker

Complete the staff training tracker with operations and production teams. Staff Training Tracker for event operations during build → run. Editable XLSX from the Workforce, Credentials and Event-Day Readiness set.

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Staffing Plan And Shift Roster

Complete the staffing plan and shift roster with operations and production teams. Staffing Plan And Shift Roster for event operations during build → run. Editable XLSX from the Workforce, Credentials and Event-Day Readiness set.

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Supplier Procurement And Bid Comparison Workbook

Complete the supplier procurement and bid comparison workbook with commercial, ticketing and sponsorship leads. Supplier Procurement And Bid Comparison Workbook for event revenue during plan → build. Editable PDF + XLSX from the Commercial and Financial Planning set.

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Technical Rider And Requirements Template and Register

Complete the technical rider and requirements template and register with operations and production teams. Technical Rider And Requirements Template and Register for event operations during build → run. Editable PDF + XLSX from the Programme, Speakers and Performers set.

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Ticket Sales And Registration Forecast

Complete the ticket sales and registration forecast with commercial, ticketing and sponsorship leads. Ticket Sales And Registration Forecast for event revenue during plan → build. Editable PDF + XLSX from the Commercial and Financial Planning set.

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Transport Parking And Accommodation Planner

Complete the transport parking and accommodation planner with organisers and producers setting scope. Transport Parking And Accommodation Planner for event planning during plan → build. Editable XLSX from the Venue and Site Planning set.

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Travel And Accommodation Tracker

Complete the travel and accommodation tracker with operations and production teams. Travel And Accommodation Tracker for event operations during build → run. Editable XLSX from the Programme, Speakers and Performers set.

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Venue Site Inspection Workbook

Complete the venue site inspection workbook with organisers and producers setting scope. Venue Site Inspection Workbook for event planning during plan → build. Editable PDF + XLSX from the Venue and Site Planning set.

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Venue Sourcing And Comparison Workbook

Complete the venue sourcing and comparison workbook with organisers and producers setting scope. Venue Sourcing And Comparison Workbook for event planning during plan → build. Editable XLSX from the Venue and Site Planning set.

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Volunteer Management Workbook

Complete the volunteer management workbook with operations and production teams. Volunteer Management Workbook for event operations during build → run. Editable XLSX from the Workforce, Credentials and Event-Day Readiness set.

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Welfare And Break Schedule

Complete the welfare and break schedule with operations and production teams. Welfare And Break Schedule for event operations during build → run. Editable XLSX from the Workforce, Credentials and Event-Day Readiness set.

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Build your event planning toolkit

Start with a focused set of resources for your event type or planning role.

10 resources

Festival planning essentials

Focused resources for festival organisers and outdoor event teams.

  • Festival Vendor Management Checklist
  • Multi-Stage Festival Schedule Template
View recommended resources
9 resources

Conference planning essentials

Focused resources for conference planners and multi-session programmes.

  • Conference Registration Checklist
  • Event Agenda Template
View recommended resources
6 resources

Venue operations essentials

Focused resources for venue managers and recurring venue programmes.

  • Venue Site Inspection Workbook
  • Venue Sourcing And Comparison Workbook
View recommended resources
8 resources

Event marketing essentials

Strategy, calendar and campaign resources for marketing teams.

  • Event Brief And Strategy Workbook
  • Master Timeline And Milestone Planner
View recommended resources
8 resources

Event-day operations essentials

Delivery, communications and readiness resources for event day.

  • Multi-Stage Festival Schedule Template
  • Technical Rider And Requirements Template and Register
View recommended resources
9 resources

Post-event review essentials

Reporting and improvement resources for closing the loop after the event.

  • Event Brief And Strategy Workbook
  • Event Budget Template
View recommended resources
EventSuite

Move from templates to a shared event workspace

Templates help you define the work. EventSuite helps your team manage ownership, deadlines, communications and event-day delivery in one place.

Common questions

What does the EventSuite resource library contain?+

The library brings together practical templates, workbooks, checklists, guides, articles, comparisons and playbooks for planning, promotion, live delivery and post-event review. Topics include budgets, schedules, ticketing, vendors, venues, production, attendee communications and reporting.

Which resource format should an event team choose?+

Use a template or workbook to create and maintain a working document, a checklist to verify readiness, a guide or article to understand a decision, a comparison to evaluate options, and a playbook to coordinate a repeatable multi-team sequence. Many event plans use several formats together.

Who are the EventSuite resources designed for?+

They are designed for event organisers, producers, venue teams, festival teams, promoters, conference managers, agencies and corporate event teams. Each resource identifies the planning task, event phase and roles it is intended to support.

Are EventSuite resources editable or downloadable?+

Availability varies by resource. Detail pages explain the available file formats and whether a resource can be downloaded, edited or requested. A download is a standalone planning aid; it does not automatically update EventSuite records or other files.

Can these resources help before a team is ready for a demo?+

Yes. Start with the resource that matches the immediate task, then use related resources to build a fuller planning workflow. Teams can move to a product conversation when they need shared ownership, live operational workflows or connected event data rather than separate files.

When is EventSuite more suitable than a standalone resource?+

Standalone resources are useful for framing work and creating a first operating document. EventSuite is more suitable when several teams need controlled access, current statuses, connected ticketing, venue, marketing or reporting workflows, and a shared system for live delivery.

Move from templates to a shared event workspace

Templates help you define the work. EventSuite helps your team manage ownership, deadlines, communications and event-day delivery in one place.

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