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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22 resources found for Promote

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spreadsheet templateFree template

Attendee Communications Planner

Complete the attendee communications planner with guest experience and communications leads. Attendee Communications Planner for attendee experience during promote → run. Editable XLSX from the Attendee Communications and Experience set.

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Attendee Journey Map

Complete the attendee journey map with guest experience and communications leads. Attendee Journey Map for attendee experience during promote → run. Editable XLSX from the Attendee Communications and Experience set.

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Attendee Survey And Feedback Analysis

Complete the attendee survey and feedback analysis with guest experience and communications leads. Attendee Survey And Feedback Analysis for attendee experience during promote → run. Editable DOCX + XLSX from the Attendee Communications and Experience set.

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Audience And Persona Planner

Complete the audience and persona planner with marketing and campaign owners. Audience And Persona Planner for event marketing during promote. Editable XLSX from the Marketing and Discoverability 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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Campaign Performance Tracker

Complete the campaign performance tracker with marketing and campaign owners. Campaign Performance Tracker for event marketing during promote. Editable XLSX from the Marketing and Discoverability set.

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Complaint And Service Recovery Tracker

Complete the complaint and service recovery tracker with guest experience and communications leads. Complaint And Service Recovery Tracker for attendee experience during promote → run. Editable PDF + XLSX from the Attendee Communications and Experience set.

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Customer Service And Support Playbook

Apply the customer service and support playbook with guest experience and communications leads. Customer Service And Support Playbook for attendee experience during promote → run. Editable DOCX + PDF from the Attendee Communications and Experience set.

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Event Marketing Strategy Workbook

Complete the event marketing strategy workbook with marketing and campaign owners. Event Marketing Strategy Workbook for event marketing during promote. Editable PDF + XLSX from the Marketing and Discoverability set.

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Event Website Content Planner

Complete the event website content planner with marketing and campaign owners. Event Website Content Planner for event marketing during promote. Editable PDF + XLSX from the Marketing and Discoverability 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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Faq Planning Workbook

Complete the faq planning workbook with guest experience and communications leads. Faq Planning Workbook for attendee experience during promote → run. Editable XLSX from the Attendee Communications and Experience 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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Marketing Asset And Approval Register

Complete the marketing asset and approval register with marketing and campaign owners. Marketing Asset And Approval Register for event marketing during promote. Editable XLSX from the Marketing and Discoverability set.

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Partnership And Affiliate Campaign Tracker

Complete the partnership and affiliate campaign tracker with marketing and campaign owners. Partnership And Affiliate Campaign Tracker for event marketing during promote. Editable XLSX from the Marketing and Discoverability set.

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Social Media Content Planner

Complete the social media content planner with marketing and campaign owners. Social Media Content Planner for event marketing during promote. Editable XLSX from the Marketing and Discoverability 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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Structured Data And Discoverability Workbook

Complete the structured data and discoverability workbook with marketing and campaign owners. Structured Data And Discoverability Workbook for event marketing during promote. Editable PDF + XLSX from the Marketing and Discoverability 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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