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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workbookFree template

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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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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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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Conference Registration Checklist

Plan delegate registration from invitation or ticket sale through badges, session choices, check-in, comms, and post-event reporting — for conference producers and corporate event teams who need one d

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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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Crew Briefing Checklist

Brief crew and contractors with roles, radio channels, safety notes, access rules, run-of-show references, and escalation paths before doors — printable for production offices.

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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 Agenda Template

Plan conference agendas with sessions, tracks, speakers, rooms, sponsor moments, registration dependencies, check-in windows, and comms timing — one grid programming, registration, and delegate comms

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Event Budget Template

Use this event budget template to plan income, costs, deposits, supplier spend, staffing, ticketing revenue, vendor revenue, POS income, sponsorship, contingency, and post-event reconciliation — so co

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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 Command Centre Runbook

A runbook for showcaller and ops desks: roles, comms channels, escalation matrix, live change protocol, vendor and crew touchpoints, and handoff to strike — one spine for event-day command.

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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 Marketing Calendar Template

Plan marketing from first tease through post-show retention: campaigns, ticketing milestones, offers, email, SMS/WhatsApp, social, and reminders — on one calendar built for live events, not generic B2

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Event Operations Checklist

Use this checklist to align event teams around planning, suppliers, ticketing and registration, vendors, schedules, staffing, access control, payments and POS, attendee communication, event-day coordi

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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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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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Festival Vendor Management Checklist

Run vendor applications, approvals, documents, deposits, pitch allocations, setup requirements, and on-site coordination from one checklist — built for multi-zone festivals and busy production offices

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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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Inventory Setup Checklist

A printable checklist to stand up sellable product inventory: locations, suppliers, catalog items, opening stock, POS mapping, and first count — before event-day trading begins.

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Live Issue Log Template

Track live incidents with time, location, owner, severity, status, escalation, and resolution notes — so production, security, and vendors share one event-day issue timeline.

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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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Multi-Stage Festival Schedule Template

A multi-stage festival schedule template is a planning document used to coordinate performances, changeovers, crew calls, supplier movements, access windows, technical checks, and live updates across

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Opening Stock Import Template

Workbook layout to import opening on-hand quantities by location — bars, warehouses, merch stores, and mobile points — aligned to your catalog SKUs.

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POS Product Mapping Checklist

Checklist to map POS products to inventory items, set depletion rules, review unmapped sales, and post stock movements after trading sessions.

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Post-Event Ops Debrief Template

Capture timing variances, live issues, vendor performance, crew notes, and lessons learned in a structured debrief — feed the next programme instead of losing event-day memory.

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Production Schedule Template

Coordinate production milestones, load-in, technical rehearsal, show windows, changeovers, and strike on one schedule grid — aligned to run-of-show and vendor servicing.

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Purchase Order & Replenishment Checklist

Checklist for low-stock signals, replenishment requests, supplier selection, purchase orders, and receive confirmation — so bars and retail do not run dry mid-show.

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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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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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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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Sponsorship Proposal Template

Build a sponsor-ready event proposal with tiered packages, rights and benefits, activation planning, deliverable owners, and reporting hooks — for partnerships leads, conference producers, and festiva

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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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Stock Count Template

Template for event stock counts: expected vs counted quantities, variance notes, and sign-off fields for bar managers and stock controllers.

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Stock Item Catalog Template

Spreadsheet template to define sellable SKUs, units of measure, categories, barcodes, reorder thresholds, and supplier links for bar, merch, and retail inventory.

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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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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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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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