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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17 resources found for Workbooks

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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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Event Brief And Strategy Workbook

Complete the event brief and strategy workbook with organisers and producers setting scope. Event Brief And Strategy Workbook for event planning during plan. Editable XLSX from the Strategy and Core Planning 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 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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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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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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Marketing Attribution Workbook

Complete the marketing attribution workbook with producers and stakeholders closing the loop. Marketing Attribution Workbook for post event reporting during review. Editable XLSX from the Reporting and Continuous Improvement 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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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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Stakeholder And Raci Workbook

Complete the stakeholder and raci workbook with organisers and producers setting scope. Stakeholder And Raci Workbook for event planning during plan. Editable XLSX from the Strategy and Core Planning 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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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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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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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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