event management business plan sample

Upmetrics AI Assistant: Simplifying Business Planning through AI-Powered Insights. Learn How

Business Planning

Financial forecasting, ai assistance, see how upmetrics works  →, strategic planning, entrepreneurs & small business, accelerators & incubators, business consultants & advisors, educators & business schools, students & scholars.

• Sample Plans

Business Plan Course

Small business tools, strategic canvas templates, e-books, guides & more.

• WHY UPMETRICS?

Customers Success Stories

• Sample Business Plans

Event Planning Business Plan

Creativity and organization are a formidable combination. And not many of us have it. And to top it off, having good social skills, and the ability to fix problems that usually occur in every event, big or small.

If you have these skills you are a gifted individual indeed and might have thought of having an event-planning business at least once.’

But even after having the right skills many of us find the prospect of owning a business overwhelming at the very least. But worry no more! Before you start planning the most happening events in the town, all you need is an event planning business plan .

Industry Overview

The event planning industry stood at a market value of 3.03 billion dollars in 2021 in the US and is going through a period of rapid recovery after being hit by the COVID-19 pandemic.

Theme parties, lesser time to organize and plan for events as well as the demand for professional services have been major growth-driving factors for the event planning industry.

Event planners also help make events smoother, more memorable, and out of the box. And with the increasing want to stand out in everything you do is going to help the event planning industry flourish for years to come.

Say goodbye to boring templates

Build your business plan faster and easier with AI

Plans starting from $7/month

Things to Consider Before Writing an Event Planning Business Plan

Get skills and experience.

Although starting a business is an exciting prospect as it gives you freedom it also comes with a lot of responsibilities. Hence, you should go prepared with event planning skills and experience before getting started.

Develop your communication skills

Bad communication in event management is a recipe for disaster. Develop your communication and listening skills. It goes way beyond talking. You have to explain to and understand your team and clients correctly to do a good job and get good results.

Find a market for your services

Knowing your market saves you from wasting your resources, efforts, and time on mass marketing. Hence, before you decide on your niche, make a marketing plan and get started, find a market for your services.

Have a good team

How can an event planning business plan help you.

We all know that an event planning company’s success depends highly upon an organization. Be it while planning events or while carrying out other activities like budgeting and marketing.

A business plan can help you achieve just that. It can improve your efficiency, give you well-defined goals to follow, and improve your overall management.

Apart from that, planning your business gives you a good knowledge of the market structure and functioning.

Also, planning your business in its initial stages takes the tedious tasks of running a business out of the way, and lets you focus on what you are passionate about.

How to Write an Event Planning Business Plan?

This segment brings us to the main point of this article. How can you, as an event planner, write a business plan ? And what to include in a good event planning business plan?

Well, you can either seek professional help for writing a business plan, write it through a premade template, or through an online business plan software .

We have created this sample Eventel – Event Planning Business Plan template for you to get a good idea about how a perfect event planning business plan should look like and what details you will need to include in your stunning business plan.

Chalking out Your Business Plan

If you’ve organized a few events in the past and feel that organizing is your forte, and you can come up with ideas that are both creative and functional, event planning might be the right career for you.

And although most people start out by working under someone, everyone dreams of owning an event planning company. Also if you are about to go ahead and start yours, wait a moment.

Because although you might have sufficient knowledge for planning events, you need one more thing to turn it into a business. A business plan.

Yes, you read it right. A business plan can be of great help while starting your event planning business. It can take your business to lengths and depths, and solve all of your business problems.

Before we understand how you can write your event planning business plan, let’s understand the importance of the business plan .

Event Planning Business Plan Outline

This is the standard event planning business plan outline, which will cover all important sections that you should include in your business plan.

• Business Overview
• Keys to Success
• Net Income & Gross Margin
• About Business
• Business Ownership
• Startup Expense
• Startup Assets
• Office Design
• Step-by-Step Guides
• Event Planning Software
• Resources Manual
• Event Planners Training Institute
• Competitive Comparison
• Private Organizations and Businesses
• Public Organizations
• Age Breakdowns
• Customer Segmentation
• Target Market Segment Strategy
• Hotels and Conference Centers
• Other Event Planners
• Employees or Persons wishing to do it themselves
• Marketing and Competition
• Private and Public Organizations
• Individuals
• Management Summary
• Organizational Structure
• Personnel Plan
• Financial Plan
• General Assumptions
• Break-even Analysis
• Income Statement (5-Year Projections)
• Balance Sheet (5-Year Projections)
• Cash Flow Statement (5-Year Projections)

An event planning business plan consists of several key aspects. You can include the following sections to write a business plan that works:

1. Executive Summary

This is the first and foremost section of your business plan. It consists of a clear and precise summary of all your business stands for.

It is mainly written for summing up your business idea and for acquiring funding.

For example, as an event management company, you can include your business idea, a summary of your past projects, your marketing strategy, and your financial history.

2. Products and services

In this product and services section, you can include details about your services. Write down everything from your target market to the solutions your services offer and the market gap it fulfills.

For example, as an event management company, you can note the size and type of events you cater to. Also, about the variety of services you offer.

3. Market Analysis

The market analysis section will include everything you know and can find about the market you are trying to get into.

Write down everything from market trends, segmentation, and ways of reaching out to your customers to everything about your competitors like competitive analysis, your USP, etc.

For example, you can note down the strategies your direct and indirect competitors are using, branding strategies like customer reviews and website plans, etc.

4. Management and operational structure

In this segment, you can include everything about your team. And also about your daily business activities and long-term goals.

Planning this aspect removes chaos and hassles from your firm’s functioning.

For example, you can include who is responsible for onboarding clients, who are responsible for overlooking the preparations of the event, who is responsible for budgeting, and who is responsible for marketing in the first half of this section.

You can include a progress tracking system as well as an operational strategy and milestones in the second half of this section.

5. Financial Plan

A financial plan is very important for any organization or firm. Planning your finances in the initial stages can save you from a lot of struggles later on. A financial plan includes the past and the present state of your finances. Also, include the projected cash flow and profits.

For example, you can include the expenses you would incur while starting your firm and organizing your first event. And the sources you have for funding are the same.

You can also include the profit forecast as well as what amount of profits your company needs to make to survive and thrive in the market.

Download a sample event planning business plan

Need help writing your business plan from scratch? Here you go;  download our free event planning business plan pdf  to start.

It’s a modern business plan template specifically designed for your event planning business. Use the example business plan as a guide for writing your own.

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

Event Planning Business Plan Summary

In conclusion, an event planning business can thrive if you work according to a proper business plan.

Also, a well-written plan would take care of everything, ranging from the daily activities of your firm to its finances. Hence, you can channel all of your energies toward your passion.

It is crucial for an event management company to be well managed internally, for it to manage all of its events well.

So, go ahead and plan all the events you want to, but before that don’t forget to write your business plan.

After getting started with Upmetrics , you can copy this sample event planning business plan template into your business plan and modify the required information and download your event planning business plan pdf or doc file.

It’s the fastest and easiest way to start writing your business plan.

Related Posts

Wedding Planning Business Plan

Home Decor Business Plan

Proven Business Plan Templates

Writing a Business Plan from Scratch

Business Plan Template Google Docs

AI Generated Business Plan

About the Author

Vinay Kevadiya

Vinay Kevadiya is the founder and CEO of Upmetrics, the #1 business planning software. His ultimate goal with Upmetrics is to revolutionize how entrepreneurs create, manage, and execute their business plans. He enjoys sharing his insights on business planning and other relevant topics through his articles and blog posts. Read more

Plan your business in the shortest time possible

No Risk – Cancel at Any Time – 15 Day Money Back Guarantee

Popular Templates

Create a great Business Plan with great price.

• 200+ Business plan templates & examples
• AI Assistance & step by step guidance
• 4.8 Star rating on Trustpilot

Streamline your business planning process with Upmetrics .

Event Planning Business Plan Template

Written by Dave Lavinsky

Over the past 20+ years, we have helped over 5,000 entrepreneurs and business owners create business plans to start and grow their event planning businesses. On this page, we will first give you some background information with regards to the importance of business planning. We will then go through an event planning business plan step-by-step so you can create your plan today.

Download our Ultimate Business Plan Template here >

What Is a Business Plan?

A business plan provides a snapshot of your own event planning business as it stands today, and lays out your growth plan for the next five years. It explains your business goals and your strategy for reaching them. It also includes research to support your plans.

Why You Need a Business Plan

Source of Funding for Event Planning Businesses

With regards to funding, the main sources of secure funding for an event planning business are bank loans, personal funding, credit cards, and angel investors. With regards to bank loans, banks will want to review your business plan and gain confidence that you will be able to repay your loan and interest. To acquire this confidence, the loan officer will not only want to confirm that your financials are reasonable. But they will want to see a professional plan. Such a plan will give them the confidence that you can successfully and professionally operate a business.

Another common form of secure funding for an event planning business is angel investors. Angel investors are wealthy individuals who will write you a check. They will either take equity in return for their funding or, like a bank, they will give you a loan. Venture capitalists will not fund an event planning business.

Finish Your Business Plan Today!

How to write a business plan for event planning.

When you write a business plan, you should include the following 10 key aspects:

Executive Summary

The goal of your Executive Summary is to quickly engage the reader. Explain to them the type of event planning business you are operating and the status; for example, are you a startup, do you have an event planning business that you would like to grow, or are you operating a chain of businesses.

Next, provide an overview of each of the subsequent sections of your plan. For example, give a brief overview of the event planning business industry. Discuss the type of business you are operating. Detail your direct competitors. Give an overview of your target audience. Provide a snapshot of your marketing strategy and plan. Identify the key members of your team. And offer an overview of your financial plan.  

Company Analysis

In your company analysis, you will detail the type of business you are operating.

For example, you might operate one of the following types:

• Corporate Events : this type of event planning business caters to businesses, charities, nonprofit organizations, and the like to plan fundraisers, receptions, conventions, trade shows, competitions, award ceremonies, product launches, and other types of meetings.
• Social Events : this type of event planning business targets middle- to upper-income individuals and families to plan events such as weddings, birthdays, reunions, and other types of celebrations.
• Niche Events : some event planners specialize in just one of the above event types.

In addition to explaining the type of event planning business you operate, the Company Analysis section of your business plan needs to provide background on the business.

Include answers to questions such as:

• When and why did you start the business?
• What milestones have you achieved to date? Milestones could include sales goals you’ve reached, new contracts, etc.
• Your legal structure. Are you incorporated as an S-Corp? An LLC? A sole proprietorship? Explain your business structure here.

Industry Analysis

While this may seem unnecessary, it serves multiple purposes.

First, researching the industry educates you. It helps you understand the target market in which you are operating. 

Secondly, market research can improve your strategy particularly if your research identifies market trends. For example, if there was a trend towards events that adhere to social distancing guidelines, it would be helpful to ensure your plan details what approach you would take (suggested venues, creative solutions for inclusion, etc.).

The third reason for market research is to prove to readers that you are an expert in your industry. By conducting the research and presenting it in your plan, you achieve just that.

The following questions should be answered in the industry analysis section:

• How big is the event planning industry (in dollars)?
• Is the market declining or increasing?
• Who are the key competitors in the market?
• Who are the key suppliers in the market?
• What trends are affecting the industry?
• What is the industry’s growth forecast over the next 5 – 10 years?
• What is the relevant market size? That is, how big is the potential market for your business. You can extrapolate such a figure by assessing the size of the market in the entire country and then applying that figure to your local population.

Customer Analysis

The customer analysis section must detail the clientele you serve and/or expect to serve.

The following are examples of customer segments: private and corporate clients, high-income households, medium-income households, engaged couples, etc.

As you can imagine, the customer segment(s) you choose will have a great impact on the type of event planning company you operate and the event services you offer. Clearly, businesses would want a different atmosphere, pricing, and product options, and would respond to different marketing promotions than engaged couples.

Try to break out your target customers in terms of their demographic and psychographic profiles. With regards to demographics, including a discussion of the age groups, genders, locations, and income levels of the customers you seek to serve. Because most event planning companies primarily serve customers living in the same city or town, such demographic information is easy to find on government websites.

Psychographic profiles explain the wants and needs of your target market. The more you can understand and define these needs, the better you will do to attract customers and retain your existing customers.

Finish Your Event Planning Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

Competitive Analysis

Direct competitors are other planners and businesses that offer event planning services.

Indirect competitors are other options that customers have to purchase from you that aren’t direct competitors. This includes caterers, venues, and customers planning events on their own. You need to mention such competition to show you understand that not everyone who throws a party hires an event planner each time.

With regards to direct competition, you want to detail the other businesses with which you compete. Most likely, your direct competitors will be other businesses that offer event planning services very close to your site.

For each such competitor, provide an overview of their businesses and document their strengths and weaknesses. Unless you once worked at your competitors’ businesses, it will be impossible to know everything about them. But you should be able to find out key things about them such as:

• What types of customers do they serve?
• What planning services do they offer (wedding planning, baby showers, birthday parties, social events, etc.)?
• What is their pricing (premium, low, etc.)?
• What are they good at?
• What are their weaknesses?

With regards to the last two questions, think about your answers from the customers’ perspective. 

The final part of your competitive analysis section is to document your areas of competitive advantage. For example:

• Will you provide superior event management options (e.g., more cuisine types, better venue options, etc.)?
• Will you provide event options that your competitors don’t offer?
• Will you make it easier or faster for customers to book your services (e.g., utilizing event planning software, etc.)?
• Will you provide better customer service?
• Will you offer better pricing?

Think about ways you will outperform your competition and document them in this section of your plan.

Marketing Plan

In the product section, you should reiterate the type of business that you documented in your Company Analysis. Then, detail the specific products/services you will be offering. For example, in addition to designing the event, locating the venue, arranging vendors, coordinating personnel, and supervising the event, will you offer services such as catering, decor, and entertainment?

In this section, document the prices you will offer and how they compare to your competitors. Essentially in the product and price sub-sections, you are presenting the services you offer and their prices.

Place refers to the location of your event management business, conference centers, and/or venues in which you own and/or have a relationship. Document your location and mention how the location will impact your success.

The final part of your event planning business marketing plan is the promotions section. Here you will document how you will drive customers to your site. The following are some promotional methods you might consider:

• Social media marketing
• Advertising in local papers and magazines
• Reaching out to local bloggers and websites 
• Partnerships with local organizations (e.g., getting on the list of recommended vendors with local venues)
• Local radio advertising
• Banner ads at local venues

Operations Plan

While the earlier sections of your event planner business plan explained your goals, your operations plan describes how you will meet them. Your operations plan should have two distinct sections as follows.

Everyday short-term processes include all of the tasks involved in running your event planning business such as interviewing clients, making arrangements, keeping the store/studio clean, etc.

Long-term goals are the milestones you hope to achieve. These could include the dates when you expect to serve your 100th customer, or when you hope to reach $X in total sales. It could also be when you expect to hire your Xth employee or launch in a new market.

Management Team

Ideally, you and/or your team members have direct experience as event planners or in the industry. If so, highlight this experience and expertise. But also highlight any experience that you think will help your business succeed.

If your team is lacking, consider assembling an advisory board. An advisory board would include 2 to 8 individuals who would act as mentors to your business. They would help answer questions and provide strategic guidance. If needed, look for advisory board members with experience in event planning and/or successfully running small businesses.  

Financial Plan

Your financial plan should include your 5-year financial statement broken out both monthly or quarterly for the first year and then annually. Your financial statements include your income statement, balance sheet, and cash flow statements.

Income Statement : an income statement is more commonly called a Profit and Loss statement or P&L. It shows your revenues and then subtracts your costs to show whether you turned a profit or not.

In developing your income statement, you need to devise assumptions. For example, will you plan one event per week or several events? And will sales grow by 2% or 10% per year? As you can imagine, your choice of assumptions will greatly impact the financial forecasts for your business. As much as possible, conduct research to try to root your assumptions in reality.

Balance Sheets : While balance sheets include much information, to simplify them to the key items you need to know about, balance sheets show your assets and liabilities. For instance, if you spend $100,000 on building out your business, that will not give you immediate profits. Rather it is an asset that will hopefully help you generate profits for years to come. Likewise, if a bank writes you a check for $100.000, you don’t need to pay it back immediately. Rather, that is a liability you will pay back over time.

Cash Flow Statement : Your cash flow statement will help determine how much money you need to start or grow your business and make sure you never run out of money. What most entrepreneurs and business owners don’t realize is that you can turn a profit but run out of money and go bankrupt. For example, let’s say a company approached you with a massive $100,000 event contract, that would cost you $50,000 to fulfill. Well, in most cases, you would have to pay that $50,000 now for supplies, equipment rentals, employee salaries, etc. But let’s say the company didn’t pay you for 180 days. During those 180 days, you could run out of money.

In developing your Income Statement and Balance Sheets be sure to include several of the key startup costs needed in starting or growing your business:

• Location build-out including design fees, construction, etc.
• The total cost of equipment and furnishings like decor, sound systems, etc.
• Cost of maintaining an adequate amount of supplies
• Payroll or salaries paid to staff
• Business insurance
• Taxes and permits
• Legal expenses

Event Planning Summary

Putting together your own event planner business plan is a worthwhile endeavor. If you follow the event planning sample template above, by the time you are done, you will truly be an expert. You will really understand the business, your competition, and your customers. You will have developed a marketing plan and will really understand what it takes to launch and grow a successful event planning business.

Event Planning Business Plan FAQs

What is the easiest way to complete my event planning business plan.

Growthink's Ultimate Business Plan Template allows you to quickly and easily complete your Event Planning Business Plan.

What is the Goal of a Business Plan's Executive Summary?

The goal is to quickly engage the reader. Explain to them the type of event planning business you are operating and the status; for example, are you a startup, do you have an event planning business that you would like to grow, or are you operating a chain of event planning businesses.

Don’t you wish there was a faster, easier way to finish your Event Planning business plan?

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.   Click here to see how Growthink’s business plan consulting services can create your business plan for you.

Other Helpful Business Plan Articles & Templates

Event Planning Company Business Plan

Event planning business plan.

You’ve come to the right place to create your event planning business plan.

We have helped over 10,000 entrepreneurs and business owners create business plans and many have used them to start or grow their event planning companies

Below is an event planning business plan sample to help you create each section of your Event Planning business plan.

Executive Summary

Business overview.

Special Occasions Event Planning is a startup event planning business located in Des Moines, Iowa. The Company is founded by Jennifer Brown, an experienced event planner who has been planning themed weddings and birthday parties as the manager of a local event venue for the past ten years. Now that Jennifer has gained valuable experience managing an event venue and planning special events of various sizes and styles, she is ready to start her own event planning company, Special Occasions Event Planning. Jennifer is confident that her event planning skills, combined with her understanding of business management, will enable her to run a profitable event planning company of her own. Jennifer is recruiting a team of highly qualified professionals to help manage the day-to-day complexities of running an event planning business – sales and marketing, supply sourcing and procurement, customer relationship management, budgeting, financial reporting, and vendor relationship management. 

Special Occasions Event Planning will provide customized event planning services for special occasions big and small. Special Occasions will specialize in themed birthday parties, but will provide planning services for other types of events such as weddings, parties, and corporate gatherings upon request. The Company will be the ultimate choice for unique and memorable themed birthday parties for clients of all ages. 

Product Offering

The following are the event planning products and services that Special Occasions Event Planning will provide:

• Venue Sourcing 
• Tables & Chairs
• Dinnerware & Utensils
• Caterer Coordination
• Entertainment
• Party Favors
• Photography/Videography
• Lighting/Sound
• Bartending/Liquor 
• Set-up/Clean up

Customer Focus

Special Occasions Event Planning will target individuals, families, and social groups in Des Moines, Iowa. The Company will target people looking to plan a one-of-a-kind birthday party for their child, significant other, friend, or other relative. No matter the customer, Special Occasions Event Planning will deliver the best communication, service, and attention to detail. 

Management Team

Special Occasions Event Planning will be owned and operated by Jennifer Brown. Jennifer is a graduate of Iowa University with a degree in Business Management. She has over ten years of experience working as an event planner for another local venue. Jennifer will be the Company’s Chief Executive Officer and the Head Event Planner. She will lead the more complex events and oversee the event planning staff. 

Jennifer has recruited an experienced administrative assistant, Patricia Smith, to help manage the day-to-day business operations. Patricia has been an administrative assistant in the event planning industry for more than 15 years. Jennifer relies on Patricia’s organization, attention to detail, and punctuality when organizing her schedule, managing clients, and maintaining her files. 

Jennifer and Patricia have recruited an experienced marketing director, John Jones, to become a member of the Special Occasions Event Planning management team. John is a graduate of the University of Iowa with a Bachelor’s degree in Marketing. Jennifer and Patricia rely on John’s expertise to execute the Company’s marketing plan and advertising strategies.  

Success Factors

Special Occasions Event Planning will be able to achieve success by offering the following competitive advantages:

• Skilled team of event planners who will ensure every client receives exceptional customer service and that all reasonable requests are met. 
• Special Occasions Event Planning’s leadership team has established relationships with local venues, vendors, and entertainers, thus providing customers with a wide selection of options to choose from when planning their special event. 
• The Company specializes in the themed birthday party niche and is well-versed in the latest trends in the industry. 

Financial Highlights

Special Occasions Event Planning is seeking $200,000 in debt financing to launch its event planning business. The funding will be dedicated towards securing an office space and purchasing equipment and supplies. Funding will also be dedicated towards three months of overhead costs to include payroll of the staff and marketing expenses. The breakout of the funding is below:

• Office lease and renovation: $80,000
• Office equipment, supplies, and materials: $20,000
• Three months of overhead expenses (payroll, utilities): $90,000
• Marketing costs: $10,000
• Working capital: $10,000

The following graph below outlines the pro forma financial projections for Special Occasions Event Planning.

Company Overview

Who is special occasions event planning .

Special Occasions Event Planning is a newly established event planning company based in Des Moines, Iowa. Special Occasions will be the first choice for unique themed birthday parties for people of all ages in Des Moines and the surrounding communities. The company will provide customized event planning services for parties large and small. 

Special Occasions Event Planning will be able to provide all the essentials for any special event from highly rated caterers to the hottest entertainment due to the Company’s existing relationships with industry professionals and vendors. The Company’s team of highly qualified event planning professionals will manage the entire planning process from ideation to execution. Special Occasions even provides clean-up services. Clients can opt for full-service event planning services or purchase specific aspects (such as decor or catering) a la carte. 

Special Occasions Event Planning History

Special Occasions Event Planning is owned and operated by Jennifer Brown, an experienced event planner who has been planning themed weddings and birthday parties as the manager of a local event venue for the past ten years. Now that Jennifer has experienced managing an event venue and planning special events of various sizes and styles, she is ready to start her own event planning company. Jennifer is confident that her event planning skills, combined with her understanding of business management, will enable her to run a profitable event planning company of her own. Jennifer is recruiting a team of highly qualified professionals to help manage the day-to-day complexities of running an event planning business – sales and marketing, supply sourcing and procurement, customer relationship management, budgeting, financial reporting, and vendor relationship management. 

Since incorporation, Special Occasions Event Planning has achieved the following milestones:

• Registered Special Occasions Event Planning, LLC to transact business in the state of Iowa. 
• Has signed a contract to lease the office space. 
• Reached out to numerous contacts to include local venues, catering companies, entertainers, and decor suppliers to spread the word about her new business opportunities. 
• Began recruiting a staff of accountants, event planners, sales and marketing associates, and office staff to work at Special Occasions Event Planning Services.

Special Occasions Event Planning Services

Industry analysis.

The Party and Event Planning industry in the United States is valued at approximately $4B, with 70,000 businesses in operation, and over 82,000 employees. The market for event planning services is expected to grow over the next several years due to an aging baby boomer population, many of whom have children and grandchildren who will have weddings, birthday parties, graduations, anniversaries, and other special events in the coming years. Additionally, the corporate event planning segment is expected to grow due to more companies pursuing team building opportunities and hosting events that can serve as marketing for the business. 

The event planning market is split into two broad segments: corporate and social. Corporate events such as holiday parties, meetings, trade shows, conventions, fundraisers, and receptions are just some of the events included in this segment. Corporate customers include companies, non-profit organizations, and charities. The social segment includes a wide range of special occasions such as weddings, bridal showers, birthday parties, anniversary parties, reunions, and more. The largest and most lucrative category in the social event planning segment is wedding planning. 

Industry operators can specialize in one or two niches such as wedding planners or corporate planners. Alternatively, industry operators can provide planning services for a wide range of events. Industry operators that specialize in a specific niche and even narrow their niche to a specific type of event, such as “kids’ parties” or “fashion shows” may have more success because they can become an expert in one area and target a highly specific customer segment. Industry operators who provide a broad range of services to a variety of customers can be successful if they provide high levels of organization, customer service, and unique or highly customized services. 

Customer Analysis

Demographic profile of target market.

Special Occasions Event Planning will target individuals, families, and social groups in Des Moines, Iowa. The Company will target people looking to plan a one-of-a-kind birthday party for their child, significant other, friend, or other relative. Special Occasions Event Planning will also target young adults looking to plan a memorable, themed 21st birthday party. No matter the customer, Special Occasions Event Planning will deliver the best communication, service, and attention to detail. 

The precise demographics for Des Moines, Iowa are:

Customer Segmentation

Special Occasions will primarily target the following customer profiles:

• Millennials
• Individuals with disposable income
• Families with children and disposable income

Competitive Analysis

Direct and indirect competitors.

Special Occasions Event Planning will face competition from other companies with similar business profiles. A description of each competitor company is below.

Emily’s Event Planning

Established in 2017, Emily’s Event Planning is now a well-known event planner in the Des Moines, Iowa area. The company provides event planning services for large corporate events, weddings, and birthday parties. Emily’s Event Planning is most well-known for its picturesque venue choices. The company has relationships with some of the most in-demand venues in the area. Emily’s Event Planning provides an all-inclusive event planning and management service with packages that include venue rental, decor, entertainment, food, and clean-up services. 

While Emily’s Event Planning has an established reputation in the market for quality event planning services, it has a list of predefined event packages and does not customize its services or take unique requests from customers. 

Fancy Event Planner

Fancy Event Planner has been operating in the state of Iowa since 1982. This company is a small business run by a husband and wife team that specializes in event planning and catering services for weddings, birthday parties, and other special occasions. Fancy Event Planner provides decor, venue coordination, and food service for events of up to 100 guests. The company specializes in providing gourmet dinners, desserts, and appetizers. Additionally, Fancy Event Planner provides hand crafted decor and floral arrangements for weddings and parties. Fancy Event Planner is for customers looking for an elegant presentation in a traditional setting. 

Fancy Event Planner has a limited selection of services and does not offer entertainment, set-up/clean-up, lighting/sound, or liquor accommodations. 

Wonderfully Perfect Event Planning Services

Wonderfully Perfect Event Planning Services is a new Des Moines, Iowa-based event planner that provides superior service to its customers. The company is managed by an experienced entrepreneur who has been working in the hospitality industry for over 20 years. She opened Wonderfully Perfect Event Planning Services in 2019 when she discovered a lack of options for themed party planning in the area. The company provides customized planning services for any event and will strive to ensure all customer requests are met to ensure a perfect event experience every time. 

The company does not have established relationships with vendors, venues, or entertainment in the area and as such, trails behind Special Occasions Event Planning in this area. 

Competitive Advantage

Special Occasions Event Planning will be able to offer the following advantages over the competition:

• Skilled team of experienced event planners who are able to provide customized planning services and fulfill any reasonable request. 
• Special Occasions Event Planning’s management team has long-standing relationships with industry professionals and is able to provide customers with a wide selection of options when it comes to venues, entertainment, and catering.  
• The Company specializes in themed birthday parties and keeps up on the latest trends in the industry. 

Marketing Plan

Brand & value proposition.

Special Occasions Event Planning will offer the unique value proposition to its clientele:

• Special Occasions Event Planning provides full-services event planning from ideation to execution. 
• The Company’s wide selection of options allows each customer to create their dream event.  

Promotions Strategy 

The promotions strategy for Special Occasions Event Planning is as follows:

Social Media Marketing

The Company’s marketing director will create accounts on social media platforms such as LinkedIn, Twitter, Instagram, Facebook, TikTok, and YouTube. He will ensure Special Occasions maintains an active social media presence with regular daily updates and fun content to get customers excited about using the Company’s event planning services. 

Professional Associations and Networking

Special Occasions Event Planning will become a member of professional associations such as the Event Planners’ Association, American Party Planning Society, and the Iowa Special Event Association. The leadership team will focus their networking efforts on expanding the Company’s vendor and client network. 

Print Advertising

Special Occasions Event Planning will invest in professionally designed print ads to display in programs or flyers at industry networking events. The Company will also send direct mailers to local businesses with employees who are in the target market. 

Website/SEO Marketing

Special Occasions Event Planning will utilize its in-house marketing director that designed the print ads to also design the Company’s website. The website will be well organized, informative, and list all the services that Special Occasions is able to provide. The website will also list information on the Company’s events and promotions. 

The marketing director will also manage the Company’s website presence with SEO marketing tactics so that when someone types in a search engine “Des Moines Event Planner” or “Event Planner near me”, Special Occasions Event Planning will be listed at the top of the search results.

The pricing of Special Occasions Event Planning will be premium due to the high level of customization and hands-on planning services involved. Customers will feel they receive great value when purchasing the Company’s services.  

Operations Plan

The following will be the operations plan for Special Occasions Event Planning.

Operation Functions:

• Jennifer Brown will be the CEO and Head Event Planner. She will lead the more complex events and oversee the event planning staff. Jennifer has spent the past year recruiting the following staff:
• Patricia Smith – Administrative Assistant who will manage the budgeting, vendor relationships, and logistics.
• Sam Johnson – Accountant/Bookkeeper who will provide all accounting, tax payments, and monthly financial reporting.
• John Jones – Marketing Director who will oversee all marketing strategies for the Company and manage the website, social media, and outreach. 
• Michelle Garcia – Customer Success Officer who will oversee customer relationships. 

Milestones:

Special Occasions Event Planning will have the following milestones complete in the next six months.

11/1/2022 – Finalize contract to lease the office space. 

11/15/2022 – Finalize employment contracts for the Special Occasions Event Planning management team.

12/1/2022 – Begin renovations on the office and purchase office equipment and supplies. 

12/15/2022 – Begin networking at industry events and implement the marketing plan. 

1/15/2023 – Begin recruiting and training office staff and event planners. 

2/15/2023 – Special Occasions Event Planning officially opens for business. 

Financial Plan

Key revenue & costs.

The revenue drivers for Special Occasions Event Planning are the fees charged to customers in exchange for the Company’s event planning services. Customers will be able to purchase full-service, customizable packages or select specific aspects (such as entertainment or catering) a la carte. 

The cost drivers will be the overhead costs required in order to staff an event planning business. The expenses will be the payroll cost, utilities, party supplies, and marketing materials.

Funding Requirements and Use of Funds

Key assumptions.

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and in order to pay off the startup business loan.

• Average number of events per month: 4 
• Average fees per month: $20,000
• Overhead costs per year: $360,000

Financial Projections

Income statement, balance sheet, cash flow statement, event planning company business plan faqs, what is an event planning company business plan.

An e vent planning company business plan is a plan to start and/or grow your event planning company business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your event planning company business plan using our Event Planning Company Business Plan Template here .

What are the Main Types of Event Planning Companies?

There are a number of different kinds of event planning companies , some examples include: Corporate Events, Social Events, and Niche Events Planning.

How Do You Get Funding for Your Event Planning Company Business Plan?

Event planning companies are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding. This is true for an event business plan or an event management business plan.

What are the Steps To Start an Event Planning Business?

Starting an event planning business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop An Event Planning Company Business Plan - The first step in starting a business is to create a detailed event planning company business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your event planning business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your event planning business is in compliance with local laws.

3. Register Your Event Planning Business - Once you have chosen a legal structure, the next step is to register your event planning business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to start your event planning business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Event Planning Company Equipment & Supplies - In order to start your event planning business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your event planning business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful event planning business:

• How to Start an Event Planning Business

Other Helpful Business Plan Templates

Photography Business Plan Template Event Venue Business Plan Template Catering Business Plan Template

8 Steps to a Solid Event Business Plan (With Examples)

If you intend for your event to be a business — to make money and become a career — you need a plan. That’s true for any kind of event, from a festival to a fundraiser to a funhouse.

Writing a business plan might sound like a major project, and it kind of is. That’s because it’s the best way to prove your event is a valuable investment to potential partners, sponsors, and other stakeholders.

But with a systematic approach, writing an event business plan is also a straightforward process involving specific steps.

Click To Tweet

Step #1: Craft your event mission statement

Your mission statement describes your event in a short sentence or two. It helps sell your event to important stakeholders and forms the foundation of your marketing. In fact, every decision you make will ultimately trace back to your mission.

TechCrunch Disrupt is an annual San Francisco event where technology startups learn, network, and compete for a $100,000 grand prize. Companies like Dropbox, Mint, and Fitbit got their start here.

Here’s the mission of this exciting conference:

Disrupt is where the startup world gathers to see the present and the future of tech in one place.

This high-level mission statement sells the spirit of TechCrunch Disrupt succinctly. Make yours equally inspiring.

Step #2: Describe your greater vision

While a mission statement says what your event is about, a vision statement describes what you hope your event brand will become . It’s your big, hairy, audacious goal (your BHAG ). 

The Susan G. Komen Foundation uses the mission statement “Save lives by meeting the most critical needs in our communities and investing in breakthrough research to prevent and cure breast cancer.”

But the Foundation’s vision is even more aspirational:

A world without breast cancer.

What’s your big-sky vision? You might not cure cancer, but perhaps you want to eventually turn your little foodie pop-up into a nationwide series of locavore festivals.

Step #3: List the key objectives you want to measure

To convert your mission into on-the-ground action, list the key tasks and deliverables integral to your event.

In the foodie pop-up example above, a few key objectives might be to:

• Host 3 foodie pop-ups in your local area this year
• Find at least 10 sponsors — local food purveyors or restaurants
• Acquire 10,000 followers on Instagram

Your key objectives should be doable in the short-term and in the future. Make them aspirational but achievable — and definitely measurable . 

Step #4: Tell a vivid story about your event 

Here’s the heart of your business plan: a tangible description of your event. Define what makes it unique and sell your audience on your vision with data that grounds it in reality. 

Here’s how to craft a succinct event story:

• Describe your target audience, with research into the market
• List potential or actual sponsors, investors, and partners who will support and influence your event
• Lay out the team structure you intend to build — who will get what done?

Your job here is to convince the reader that your event will be successful. Give proof that you can back up your ideas with business acumen.

Step #5: Detail a marketing strategy

Word of mouth is the dream, but most events don’t sell themselves, at least not in the beginning.  You’ve already described your mission, your vision, and the event itself. Use this content in your marketing plan and include additional information like:

• How will you price your event?
• Which marketing channels will you use?
• What’s your promotion budget?

Your target audience will determine the direction of your marketing. If your arts event caters to twenty-somethings, the highly visual environment Instagram provides will be a better marketing match than LinkedIn .

Step #6: Outline your event’s operational requirements

There are countless logistics that go into even the smallest event. Break your needs into categories: facilities, services, staffing , production, technology, legal, and insurance as a starting point.

Don’t leave anything out. This exercise will help you with the next step — assigning a cost to each aspect of your event.

Step # 7: Crunch the numbers for your event budget

Financial forecasts are essential to proving the event will be profitable — and to making your plan a business plan. It’s common to include both an overview of your numbers as well as a full budget spreadsheet (usually as part of an appendix).

Identify all potential income streams, like ticket sales , exhibition space sales, food, or merchandise. If you have funding secured or capital saved, include that as well.

You’ll also need to tally all expenditures , including your operational and promotional costs.

Your business plan might serve as a way to win over potential investors. For instance, if your visionary idea for a national yoga teachers’ conference will require an initial cash infusion to get off the ground, show how it will pay for itself in a matter of years in your budget.

Step #8: Conduct a SWOT analysis for your event

SWOT stands for “strengths, weaknesses, opportunities, and threats.” This risk assessment is important because every event carries inherent risks. It’s a liability to ignore them. You want to identify and acknowledge any risks, then provide solutions.

For example, your fundraising triathlon is at the mercy of the weather. You’re aware there’s a risk it could get shut down by a thunderstorm. But you’ve mitigated that risk by planning it for the mildest time of year and getting catastrophe insurance.

Set your event business plan in motion

To dive deep into the details of creating an event business plan, and learn how to compile these sections into an effective document, read The Event Business Plan to Launch, Grow, and Propel Your Event.

The Event Business Plan to Launch, Grow, and Propel Your Event

• WAS THIS ARTICLE HELPFUL?

SPREAD THE WORD

about the author

Eventbrite is a global ticketing and event technology platform, powering millions of live experiences each year. We empower creators of events of all shapes and sizes – from music festivals, experiential yoga, political rallies to gaming competitions –– by providing them the tools and resources they need to seamlessly plan, promote, and produce live experiences around the world.

You might also like these

How To Write a Successful Event Planning Business Plan + Template

Creating a business plan is essential for any business, but it can be especially helpful for event planning businesses that want to improve their strategy and/or raise funding.

A well-crafted business plan not only outlines the vision for your company, but also documents a step-by-step roadmap of how you are going to accomplish it. In order to create an effective business plan, you must first understand the components that are essential to its success.

This article provides an overview of the key elements that every event planning business owner should include in their business plan.

Download the Ultimate Business Plan Template

What is an Event Planning Business Plan?

An event planning business plan is a formal written document that describes your company’s business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members. Your business plan is a key document that will convince investors and lenders (if needed) that you are positioned to become a successful venture.

Why Write an Event Planning Business Plan?

An event planning business plan is required for banks and investors. The document is a clear and concise guide of your business idea and the steps you will take to make it profitable.

Entrepreneurs can also use this as a roadmap when starting their new company or venture, especially if they are inexperienced in starting a business.

Writing an Effective Event Planning Business Plan

The following are the key components of a successful event planning business plan:

Executive Summary

The executive summary of an event planning business plan is a one to two page overview of your entire business plan. It should summarize the main points, which will be presented in full in the rest of your business plan.

• Start with a one-line description of your event planning company
• Provide a short summary of the key points in each section of your business plan, which includes information about your company’s management team, industry analysis, competitive analysis, and financial forecast among others.

Company Description

This section should include a brief history of your company. Include a short description of how your company started, and provide a timeline of milestones your company has achieved.

If you are just starting your event planning business, you may not have a long company history. Instead, you can include information about your professional experience in this industry and how and why you conceived your new venture. If you have worked for a similar company before or have been involved in an entrepreneurial venture before starting your event planning firm, mention this.

You will also include information about your chosen event planning business model and how, if applicable, it is different from other companies in your industry.

Industry Analysis

The industry or market analysis is an important component of an event planning business plan. Conduct thorough market research to determine industry trends and document the size of your market. 

Questions to answer include:

• What part of the event planning industry are you targeting?
• How big is the market?
• What trends are happening in the industry right now (and if applicable, how do these trends support the success of your company)?

You should also include sources for the information you provide, such as published research reports and expert opinions.

Customer Analysis

This section should include a list of your target audience(s) with demographic and psychographic profiles (e.g., age, gender, income level, profession, job titles, interests). You will need to provide a profile of each customer segment separately, including their needs and wants.

For example, the customers of an event planning business may include:

• Wedding planners needing help with transportation logistics
• Conference organizers wanting assistance with on-site registration
• Caterers in need of assistance to manage the timing of service delivery

You can include information about how your customers make the decision to buy from you as well as what keeps them buying from you.

Develop a strategy for targeting those customers who are most likely to buy from you, as well as those that might be influenced to buy your products or event planning services with the right marketing.

Competitive Analysis

The competitive analysis helps you determine how your product or service will be different from competitors, and what your unique selling proposition (USP) might be that will set you apart in this industry.

For each competitor, list their strengths and weaknesses. Next, determine your areas of competitive differentiation and/or advantage; that is, in what ways are you different from and ideally better than your competitors.

Below are sample competitive advantages your event planning business may have:

• You are the only event planner in your city with an events app that allows customers to book and manage their event logistics in one place.
• You have a team of experienced event planners who specialize in military funerals, which is a niche market.
• Your company is the go-to choice for conference organizers looking for assistance with on-site registration and event management.

This is not an exhaustive list, but it gives you an idea of the types of competitive advantages you may have.

Marketing Plan

This part of the business plan is where you determine and document your marketing plan. . Your plan should be clearly laid out, including the following 4 Ps.

• Product/Service : Detail your product/service offerings here. Document their features and benefits.
• Price : Document your pricing strategy here. In addition to stating the prices for your products/services, mention how your pricing compares to your competition.
• Place : Where will your customers find you? What channels of distribution (e.g., partnerships) will you use to reach them if applicable?
• Promotion : How will you reach your target customers? For example, you may use social media, write blog posts, create an email marketing campaign, use pay-per-click advertising, launch a direct mail campaign. Or, you may promote your event planning business via a combination of these channels.

Operations Plan

This part of your event planning business plan should include the following information:

• How will you deliver your product/service to customers? For example, will you do it in person or over the phone only?
• What infrastructure, equipment, and resources are needed to operate successfully? How can you meet those requirements within budget constraints?

The operations plan is where you also need to include your company’s business policies. You will want to establish policies related to everything from customer service to pricing, to the overall brand image you are trying to present.

Finally, and most importantly, in your Operations Plan, you will lay out the milestones your company hopes to achieve within the next five years. Create a chart that shows the key milestone(s) you hope to achieve each quarter for the next four quarters, and then each year for the following four years. Examples of milestones for an event planning business include reaching $X in sales. Other examples include launching a new product/service, expanding to a new market, or hiring key personnel.

Management Team

List your team members here including their names and titles, as well as their expertise and experience relevant to your specific event planning industry. Include brief biography sketches for each team member.

Particularly if you are seeking funding, the goal of this section is to convince investors and lenders that your team has the expertise and experience to execute on your plan. If you are missing key team members, document the roles and responsibilities you plan to hire for in the future.

Financial Plan

Here you will include a summary of your complete and detailed financial plan (your full financial projections go in the Appendix). 

This includes the following three financial statements:

Income Statement

Your income statement should include:

• Revenue : how much revenue you generate.
• Cost of Goods Sold : These are your direct costs associated with generating revenue. This includes labor costs, as well as the cost of any equipment and supplies used to deliver the product/service offering.
• Net Income (or loss) : Once expenses and revenue are totaled and deducted from each other, this is the net income or loss.

Sample Income Statement for a Startup Event Planning Business

Balance sheet.

Include a balance sheet that shows your assets, liabilities, and equity. Your balance sheet should include:

• Assets : All of the things you own (including cash).
• Liabilities : This is what you owe against your company’s assets, such as accounts payable or loans.
• Equity : The worth of your business after all liabilities and assets are totaled and deducted from each other.

Sample Balance Sheet for a Startup Event Planning Business

Cash flow statement.

Include a cash flow statement showing how much cash comes in, how much cash goes out and a net cash flow for each year. The cash flow statement should include:

• Cash Flow From Operations
• Cash Flow From Investments
• Cash Flow From Financing

Below is a sample of a projected cash flow statement for a startup event planning business.

Sample Cash Flow Statement for a Startup Event Planning Business

You will also want to include an appendix section which will include:

• Your complete financial projections
• A complete list of your company’s business policies and procedures related to the rest of the business plan (marketing, operations, etc.)
• Any other documentation which supports what you included in the body of your business plan.

Writing a good business plan gives you the advantage of being fully prepared to launch and/or grow your event planning company. It not only outlines your business vision but also provides a step-by-step process of how you are going to accomplish it.

A well-written business plan is an essential tool for any event planning company. If you are seeking funding from investors or lenders, it’s important to have a polished and professional business plan. Use the outline above as a guide as you write your own event planning business plan.   

Finish Your Event Planning Business Plan in 1 Day!

Other helpful articles.

How To Write a Successful Party Planner Business Plan + Template

How To Write a Successful Wedding Planner Business Plan + Template

How To Develop a Financial Plan For An Event Planning Business

.css-s5s6ko{margin-right:42px;color:#F5F4F3;}@media (max-width: 1120px){.css-s5s6ko{margin-right:12px;}} Now available: Asana Intelligence has joined the team with a smarter way to work .css-1ixh9fn{display:inline-block;}@media (max-width: 480px){.css-1ixh9fn{display:block;margin-top:12px;}} .css-1uaoevr-heading-6{font-size:14px;line-height:24px;font-weight:500;-webkit-text-decoration:underline;text-decoration:underline;color:#F5F4F3;}.css-1uaoevr-heading-6:hover{color:#F5F4F3;} .css-ora5nu-heading-6{display:-webkit-box;display:-webkit-flex;display:-ms-flexbox;display:flex;-webkit-align-items:center;-webkit-box-align:center;-ms-flex-align:center;align-items:center;-webkit-box-pack:start;-ms-flex-pack:start;-webkit-justify-content:flex-start;justify-content:flex-start;color:#0D0E10;-webkit-transition:all 0.3s;transition:all 0.3s;position:relative;font-size:16px;line-height:28px;padding:0;font-size:14px;line-height:24px;font-weight:500;-webkit-text-decoration:underline;text-decoration:underline;color:#F5F4F3;}.css-ora5nu-heading-6:hover{border-bottom:0;color:#CD4848;}.css-ora5nu-heading-6:hover path{fill:#CD4848;}.css-ora5nu-heading-6:hover div{border-color:#CD4848;}.css-ora5nu-heading-6:hover div:before{border-left-color:#CD4848;}.css-ora5nu-heading-6:active{border-bottom:0;background-color:#EBE8E8;color:#0D0E10;}.css-ora5nu-heading-6:active path{fill:#0D0E10;}.css-ora5nu-heading-6:active div{border-color:#0D0E10;}.css-ora5nu-heading-6:active div:before{border-left-color:#0D0E10;}.css-ora5nu-heading-6:hover{color:#F5F4F3;} Learn more .css-1k6cidy{width:11px;height:11px;margin-left:8px;}.css-1k6cidy path{fill:currentColor;}

• Cross-team planning |
• Event planning

Event planning template

Never lose sight of crucial event planning details. Track all your event information in one place, from your budget and vendor information to upcoming tasks and day-of to-dos.

Sign up to use this template.

INTEGRATED FEATURES

Recommended apps.

There are so many moving pieces to keep track of when you’re planning an event. Between planning the budget, negotiating with vendors, and coordinating tasks in the run-up to the big day, there’s a lot to do before the event happens. 

To keep your event planning process running smoothly, you need to organize all your event tasks and details in one easily accessible place. Asana’s event planning template lets you view your event planning timeline at a high-level and collaborate easily, so you can plan with purpose.

What is an event planning template?

What are the benefits of using asana’s event planning template.

Our free event planning template lets you manage all the details for your event in one accessible place, providing clarity in a way that static spreadsheets can’t. From tracking your budget and communicating with vendors to keeping your event on schedule, using our template ensures your event will run smoothly. 

While it’s possible to keep track of an event to do list in a printable event planning worksheet, using a digital project management tool makes it easy to track, share, and update your event plan as priorities and deadlines evolve. Plus, you can duplicate the template for each event instead of creating a new project. This reduces unnecessary upfront work and ensures your team follows the same steps when planning similar events.

Other benefits of our event planning template include:

Budget for your event before the event starts.

Visualize your event plan in a timeline .

Create an actionable event planning checklist to track event tasks for smoother planning.

Easily see which tasks depend on others and remove blockers before they cause scheduling issues.

Share status updates and event progress right from the project.

Use milestones to track planning progress. 

Proactively manage vendor lists and guest relations.

Use Asana’s integrated apps , such as Outlook, Gmail, and Slack, to turn messages into actionable tasks and track important documents.

Manage day-of tasks and event plans in real-time—from anywhere—with the mobile app .

What event details can you manage with Asana’s event planning template?

Our event planning template is pre-populated with sections and custom fields you can use to manage important event information. You can also build out your own custom tags to keep track of event details, including:

The event timeline

The event budget

Vendor contracts, contact information, other important documents

The guest list

Necessary logistical details, like when tasks should be completed and what teams are responsible for them   

Your critical day-of tasks and schedule

Any post-event evaluations, event goals, or performance reporting

Types of event planning templates

No matter what type of event you’re planning, a template can help. Here are a few templates you can use to kick off your next event:

Event marketing plan template : Map out your event marketing efforts. Keep track of all your plans to market and promote events, from marketing campaigns and party planning to non-profit fundraising.

Event timeline template : Give your event team visibility into every step—and potential roadblocks—leading up to the big day with a gantt-chart style template that lays out your event timeline from start to finish.

Event budget template: Keep track of all your event expenses, from venue costs to equipment rentals and food and beverage expenses.

How to use Asana’s event planning template

Once you’ve downloaded our event planning template, using it is easy. Simply make a copy of the template and customize it to align with your upcoming event. 

Follow these steps to get started:

Start with our event planning template and customize it to meet the specific needs of your next event. Give the project a unique name that aligns with your event, and fill out the project description with an accurate overview of the event and the event’s purpose.

Organize your event tasks within the sections that correspond to the event’s timeline.Our template comes pre-populated with sections you can flesh out or amend to align with your event schedule. 

Add tasks and due dates within each section to map out what your team needs to do as the event approaches. Use milestones to track major progress points and assign dependencies to indicate what tasks need to be completed before others can start. 

Loop in internal team members and external stakeholders for visibility and accountability. Assign tasks to team members and invite external event contacts, such as vendors or contractors, to collaborate. Vendor not in Asana? No problem—use our app integrations, like Gmail and Outlook , to turn messages and emails into actionable tasks. 

Use our Timeline View to see your event schedule at a high level. Keep an eye on the planning progress to ensure the event schedule is on track, easily rearrange due dates as priorities shift, and spot scheduling conflicts before they arise.

Share progress in the template with status updates to keep your team on the same page and break down communication silos. 

Keep the big day running smoothly by managing your day-of schedule right in Asana and through the Asana mobile app .

Integrations and apps to use with Asana’s event planning template

Asana’s integrated features and apps help teams coordinate and communicate about the upcoming event and keep track of important documents and information, all without leaving Asana. 

Integrated features

Timeline View . Timeline View is a Gantt-style project view that displays all of your tasks in a horizontal bar chart. Not only can you see each task’s start and end date, but you can also see dependencies between tasks. With Timeline View, you can easily track how the pieces of your plan fit together. Plus, when you can see all of your work in one place, it’s easy to identify and address dependency conflicts before they start, so you can hit all of your goals on schedule. 

Milestones . Milestones represent important project checkpoints. By setting milestones throughout your project, you can let your team members and project stakeholders know how you’re pacing towards your goal. Use milestones as a chance to celebrate the little wins on the path towards the big project goal. 

Dependencies . Mark a task as waiting on another task with task dependencies. Know when your work is blocking someone else’s work, so you can prioritize accordingly. Teams with collaborative workflows can easily see what tasks they’re waiting on from others, and know when to get started on their portion of work. When the first task is completed, the assignee will be notified that they can get started on their dependent task. Or, if the task your work is dependent on is rescheduled, Asana will notify you—letting you know if you need to adjust your dependent due date as well. 

Project status updates . Say goodbye to sorting between multiple tools to find project status information or sitting through another meeting that could have been an email. Project status updates in Asana aren’t just easier to use—they’re also directly connected to the work your team does. This makes it easy for team members to access additional project information, like your project plan, communication plan, project goals, milestones, deliverables, and more. Ultimately, project status reports reduce your manual work, centralize information, and keep everyone up to date. 

Gmail . With the Asana for Gmail integration, you can create Asana tasks directly from your Gmail inbox. Any tasks you create from Gmail will automatically include the context from your email, so you never miss a beat. Need to refer to an Asana task while composing an email? Instead of opening Asana, use the Asana for Gmail add-on to simply search for that task directly from your Gmail inbox. 

Slack . Turn ideas, work requests, and action items from Slack into trackable tasks and comments in Asana. Go from quick questions and action items to tasks with assignees and due dates. Easily capture work so requests and to-dos don’t get lost in Slack. 

Microsoft Teams . With the Microsoft Teams + Asana integration, you can search for and share the information you need without leaving Teams. Easily connect your Teams conversations to actionable items in Asana. Plus, create, assign, and view tasks during a Teams Meeting without needing to switch to your browser.

Outlook . As action items come in via email, like reviewing work from your agency or a request for design assets from a partner, you can now create tasks for them in Asana right from Outlook. You can then assign the new task to yourself or a teammate, set a due date, and add it to a project so it’s connected to other relevant work. 

An event planning template is a reusable framework that details the steps your team needs to take to plan and execute a successful event. Asana’s free event planning template comes pre-populated with sections and custom fields that help you manage important event details. Plus, our event template is duplicatable, so you can be sure you’re following the same planning steps for similar events. 

How do I use an event planning template to plan an event?

Your event planning template should cover the big-picture planning information and in-depth logistical details. Make sure to create your event planning template before you kick off your planning process, so you can confirm all the dates and deadlines. Use the template to align with your team on a budget and create a timeline of event tasks. Then, track who’s doing what by when, so everything gets done on time. 

What should I include in my event planning template?

You can use Asana’s event planning template to track all the important planning details, including your event’s budget and timeline, the guest list, and any critical logistical details. By using Asana’s pre-populated sections, you can track your event tasks from the months leading up to the event through the day of the event. You can also use the template to keep track of any event success and performance metrics. 

What types of events can you manage with an event planning template?

Businesses can use our event planning template to plan and manage all types of small and large events, including conferences, seminars, webinars, virtual events, trade shows, product launch events, and more.  

Related templates

Company goals and objectives

Turn big-picture strategy and goals into action and results with this company goals and milestones template.

Stride client account management template

See how Stride optimizes account management, and use their template to centralize info, track action items, and maintain customer relationships.

Team goals planning template

Get all the steps you need to draft goals, gather input, and put your objectives to the test.

Project tracker template

Learn how to create a project tracker template, because it’s easier to coordinate projects across teams when everyone in the company tracks them the same way.

Stakeholder register template

Creating a reusable stakeholder register template can help you keep track of stakeholder information and streamline stakeholder communication. Learn how.

Construction project plan template

When you’re building something from the ground up, there’s a lot to consider. Create a template to keep construction projects organized and on track.

Business continuity plan

Your business is too important to not have a backup plan. Using a business continuity plan template helps keep your business functioning in an emergency.

Knowledge management

Create a knowledge management template and ensure that every team member prioritizes and organizes information the same way.

Cross-functional project plan

Creating a project plan from scratch but don’t know where to start? Our tips and template can take you from plans to action.

Return to office plan

Creating a return to work plan is all about communicating how your business will transition to in-person collaboration. Use this actionable to-do list to set conventions, coordinate with stakeholders, and align on key return to work policies.

Starting a business

Follow our checklist to start your business on the right path and keep track of progress towards your launch.

Project chart template

To track all your deliverables and milestones in one place, learn how to create a reusable project chart template.

Process map

Here's how digital process map templates can automate your business processes, so you can jump right into work.

Plan the best events

Templates are the first step. But with all Asana features, you can deliver your best events yet.

Researched by Consultants from Top-Tier Management Companies

Powerpoint Templates

Icon Bundle

Kpi Dashboard

Professional

Business Plans

Swot Analysis

Gantt Chart

Business Proposal

• Marketing Plan

Project Management

Business Case

Business Model

Cyber Security

Business PPT

Digital Marketing

Digital Transformation

Human Resources

Product Management

Artificial Intelligence

Company Profile

Acknowledgement PPT

PPT Presentation

Reports Brochures

One Page Pitch

Interview PPT

All Categories

Top 10 Event Management Business Plan Templates with Examples and Samples (Editable Word Doc, Excel and PDF Included)

Gunjan Gupta

Imagine, for a moment, the glitz and glamour of the 2008 Beijing Olympics opening ceremony. It was a stunning display of culture and technology that captured the world's attention. But what most of us didn't see was the extensive planning and coordination that went into creating this global spectacle. Behind the scenes, a team of dedicated event management professionals meticulously crafted every moment, ensuring that every detail, from the grandest fireworks display to the tiniest costume accessory, was executed flawlessly.

The 2008 Beijing Olympics opening ceremony is a shining example of what the world of event management is all about. It's an industry where dreams become reality, creativity meets precision, and the magic of any event, big or small, takes center stage. If you've ever dreamed of turning your passion for planning and organizing into a thriving business, you're in the right place.

We have created the ultimate Event Management Business Plan Template with 64 meticulously designed slides for you. This template is your roadmap to turning your event management dreams into a flourishing business reality. It includes everything you need to develop a solid business plan template , from market analysis and financial projections to marketing strategies and operational plans.

Let's roll up our sleeves and embark on this exciting journey to create memorable experiences and make your mark in the world of events!

Table of Contents

• Executive Summary
• Company Overview
• Industry Analysis
• Customer Analysis
• Competitive Landscape
• SWOT Analysis
• Operational Plan
• Financial Plan
• Management Summary

1. Executive Summary

The executive summary gives a concise yet engaging overview of your event planning business plan. It provides a snapshot of the crucial components of your plan and should be written last, summarizing key elements such as:

1.1 The Quick Pitch: It includes factors like:  

• Market Overview: This section provides statistical insights into the event planning market, highlighting its size, trends, and potential.
• Opportunity: Detail the opportunities in the event planning industry, such as emerging technologies, the rise of virtual events, and integration possibilities.
• Technology Integration: Discuss how technology plays a pivotal role in your business, covering aspects like event management software and digital tools.
• Virtual Events: Explain your strategy for catering to the virtual event trend, outlining the benefits and services you offer in this domain.

1.2 The Entity: Include essential information about your business entity, such as its name, date of incorporation, initial investment, physical location, web address, target market, and founder's name.

Here is a visual representing all this and more:

Download this

(Want to make your dream event a reality? Access this Event Management Business Plan Template to get started!)

2. Company Overview

Describe your event planning business's specific niche, whether it caters to corporate events, social gatherings or specializes in unique niche events. Clearly outline your target clientele for each category. Also, share the history of your business, explaining when and why it was established, as well as key milestones achieved.

Additionally, ensure your company overview has the following elements:

2.1 Mission and Vision: Outline your long-term objectives and core values that guide your operations.

2.2 Goals and Objectives: Elaborate on your business goals, both short-term and long-term, and present your strategies for achieving them. Clearly define measurable milestones.

2.3 Start-up Summary: Provide a comprehensive summary of the initial costs required to launch your business, including capital investment, equipment purchases, and operational expenses.

2.4 Market Gap and Business Statement: Explain how your business identifies and addresses gaps in the market, emphasizing your unique value proposition. Define your business's core purpose.

2.5 Products and Services Offered: List the range of event planning services and products you offer, including any additional services like catering, decor, entertainment, or technology integration.

2.6 Key Success Factors: Identify and elaborate on the critical factors contributing to your business's success, such as exceptional customer service, innovative offerings, strategic partnerships, and market knowledge.

Take a look at this graphic to know more:

(Excited to kickstart your event planning journey but need a one-pager ? Download our comprehensive business plan template now!)

3. Industry Analysis

The industry analysis section provides a comprehensive overview of the event planning industry, emphasizing the importance of market research.

Key components to include are:

3.1 Market Analysis: Present an in-depth analysis of the event planning market, covering its size, projected growth, and potential opportunities and challenges.

3.2 Market Trends: Discuss current event industry trends, including the prevalence of hybrid events, safety measures, sustainability practices, personalization, etc.

3.3 Major Challenges: Identify and analyze the significant challenges your business encounters, such as rising operational costs, stiff competition, safety, etc.

3.4 Growth Drivers: Highlight the key factors driving growth in the industry, such as technological advancements, corporate event market size, and more.

3.5 Geographical Analysis: Conduct a geographical analysis to determine how local demographics impact your target market and explore opportunities for growth within specific regions.

Observe this sample to help present your event industry analysis like a pro: 

4. Customer Analysis

Customer analysis is a crucial component of your business strategy, as it lays the foundation for understanding your audience and tailoring your offerings to meet their needs effectively.

In this section, we will delve into the key elements of customer analysis, including:

4.1 Target Market

Represent the specific group of individuals or entities you want to serve and consider factors like age, gender, location, income level, and any other relevant demographic data.

4.2 Buyer Persona

These personas are fictional depictions of your ideal customers with names, photos, motivations, and pain points. They humanize your target audience and enable you to personalize your marketing strategies. Thus, create detailed buyer personas for each customer segment for effective marketing.

4.3 Market Sizing

Estimate the size of your target market for business planning and growth. This involves analyzing national market data and local population figures to determine the potential reach of your business.

Get a visual grasp of this concept with the following representation:

5. Competitive Landscape

Delve deeper into your analysis of the competitive environment within the event planning industry. Identify and evaluate direct and indirect competitors to understand your competitive positioning comprehensively.

And don’t forget to include elements like:

5.1 Major Players

Recognize and analyze the major players who significantly impact the market. These prominent competitors often have well-established brands, extensive client networks, and a range of services.

5.2 Attribute-Based Comparison

Performing an attribute-based comparison between your event planning business and direct competitors is essential. This involves a detailed assessment of specific attributes, such as:

• Pricing: Analyze how your pricing strategy compares to that of your competitors. Are you offering competitive rates or premium services?
• Service Offerings: Compare the range of services you provide with those of your competitors. Highlight any unique or specialized services that set you apart.
• Customer Satisfaction: Collect feedback from past clients and compare your customer satisfaction ratings with those of competitors.
• Innovation: Assess your ability to adapt to industry trends and technological advancements compared to your competitors.

Take a visual look at the concept here, but before that, also look at Must-have Event Management Company Profile Templates .

6. SWOT Analysis

The SWOT Analysis is a pivotal component of your business plan, offering a comprehensive examination of your event planning company's internal strengths and weaknesses and external opportunities and threats.

So, make sure you journal it properly, as done in this visual sample by SlideTeam:

7. Marketing Plan

The Marketing Plan section is pivotal for promoting your event management business and reaching your target audience with ease. It also helps grow your business by combining the traditional four Ps: Product, Promotion, Price, and Place.

Additionally, it includes factors like:

7.1 Social Media Implementation Strategy and Promotional Strategies

Detail your social media implementation strategy, outlining how to leverage platforms like Facebook, Instagram, and Twitter to engage with potential clients.

Additionally, describe your promotional strategies, including:

• Sponsored posts and advertisements.
• Collaborations with influencers in the event industry.
• Engaging content creation to showcase your expertise.
• Running targeted online campaigns to reach your desired audience.

7.2 Pricing Strategy

Elaborate on your pricing strategy, which should align with your target market and competitive positioning. Explain how your pricing compares to competitors, emphasizing unique value propositions or pricing structures.

7.3 Sales Funnel

Outline your sales funnel, illustrating your potential client's journey from initial awareness to purchase. Highlight key touchpoints, lead generation strategies, and conversion tactics.

The following image portrays this idea:

8. Operational Plan

Outline the processes and milestones to help you achieve your short and long-term business objectives. Also, provide a detailed roadmap for how your event planning business will operate with the following attributes:

8.1 Business Milestones

Define specific milestones you aim to achieve, such as reaching a certain number of clients, expanding to new markets, or launching new service offerings. Include target dates for these milestones.

8.2 Business Model Canvas

Present your business model canvas and its key components, including customer segments, channels, value propositions, customer relationships, cost structure, and more.

To help you visualize this concept, here's a sample:

9. Financial Plan

The Financial Plan is a critical section that projects the financial performance of your event planning business over the next five years. It offers insights into the following: 

9.1 Financial Assumptions : Explicitly state the assumptions upon which your financial projections are based, such as growth rates, pricing strategies, and market trends.

9.2 Revenue Model and Sales Forecast : Detail your revenue model, including how you generate income, such as event planning fees, commissions, or additional services. Provide a sales forecast that outlines your expected revenue over the projection period.

9.3 Break-even Analysis : Demarcate the point at which your revenue equals your expenditure. This helps identify the minimum level of sales needed to cover costs.

9.4 Projected Profit & Loss Account : Present a projected profit and loss statement showcasing your expected revenue, expenses, and net income over the five years.

9.5 Projected Cash Flow Statement : Outline your projected cash flow statement, highlighting how cash moves in and out of your business. This helps ensure you have sufficient liquidity to cover expenses.

9.6 Projected Balance Sheet : Provide a projected balance sheet, offering a snapshot of your assets, liabilities, and equity at different points in time.

9.7 Scenario Analysis : Evaluate how changes in various factors, such as market conditions or pricing strategies, could impact your financial projections.

9.8 DCF Valuation Analysis : Consider performing a discounted cash flow (DCF) valuation analysis to estimate the present value of future cash flows, aiding in investment decision-making.

Looking for a better understanding of financials? Here is a slide visual to help you out: 

10. Management Summary

Highlight the strengths and expertise of your event planning business's key team members. This section plays a vital role in demonstrating your company's ability to succeed and grow. So, make sure it is well laid out with elements like:

10.1 Team Structure : Describe the organizational structure of your team, including key roles and responsibilities. Emphasize the skills and experience that make your team well-suited for the event planning industry.

10.2 Professional Summary : Provide professional summaries for each key team member, emphasizing their relevant experience, qualifications, and contributions to the business.

10.3 Roles and Responsibilities : Detail each team member's specific roles and responsibilities, illustrating how their expertise contributes to the success of your event planning business.

Here's a visual representation to clarify this:

To Conclude

After an in-depth exploration of this Event Business Plan Template, you're well-equipped to embark on your event planning journey. It's time to download, bring your vision to life, and shine in the world of events.

Your adventure begins here. Let the magic of event management commence!

P.S. Don't forget to grab more design options with 80 slides for your next big event by clicking here !

FAQs on Event Management Business Plan

1. what is an event management business plan.

An event management business plan is a comprehensive document outlining the strategy and details for launching and running an event planning or management company. It typically includes key components such as the company's mission and vision, market analysis, target audience identification, services offered, marketing and sales strategies, financial projections, and operational plans. This plan serves as a roadmap for entrepreneurs and potential investors, guiding them in understanding the business's goals, competitive landscape, and potential challenges. A well-crafted event management business plan is essential for securing financing, attracting clients, and effectively managing the business for success in the event planning industry.

2. How do you write an event management business plan?

Follow these steps to write an event management business plan: 

• Begin with an executive summary outlining your business concept and goals.
• Describe your event management company, its mission, and vision.
• Identify your target audience and competitors by conducting market research.
• Define your services, including event planning, coordination, and any specialized offerings.
• Create a marketing strategy to reach potential clients.
• Develop a pricing structure and revenue projections.
• Outline your team's qualifications and roles.
• Detail your operational plan, including logistics and vendor relationships.
• Address financial aspects like startup costs, funding sources, and financial projections.
• Include a risk analysis and contingency plan.
• Conclude with a concise summary of the plan's key points.

3. Is event management a profitable business?

Yes, event management can be a profitable business. It involves planning and executing various events, such as weddings, corporate gatherings, and conferences. With effective marketing, good client relationships, and exceptional organizational skills, event managers can generate substantial income. The profitability depends on factors like experience, reputation, and market demand, making it a potentially lucrative venture.

4. What are the 7 stages in an event management planning?

Event management planning typically involves the following seven stages:

• Conceptualization: Define the event's purpose, objectives, and target audience.
• Research and Planning: Gather information, set goals, and create a detailed plan, including budget and timeline.
• Venue Selection: Choose a suitable location based on event requirements and logistics.
• Supplier Coordination: Secure vendors for catering, decor, audiovisual, and other services.
• Promotion and Marketing: Develop a marketing strategy to promote the event and reach the intended audience.
• Execution: Manage logistics, coordinate activities, and ensure everything runs smoothly on the event day.
• Post-Event Evaluation: Assess the event's success, gather feedback, and analyze the results for future improvements.

Related posts:

• The Ultimate Guide To Event Marketing (Best PowerPoint Templates Included)
• Top 10 Event Timeline Templates For Successful Execution
• Top 10 Childcare Business Plan Templates with Examples and Samples(Editable Word Doc, Excel, and PDF Included)
• Top 10 Confectionery Business Plan Templates with Examples and Samples (Editable Word Doc, Excel, and PDF Included)

Liked this blog? Please recommend us

Top 10 Team Structure Templates With Examples and Samples

Must-Have Security Action Plan Templates with Samples and Examples

This form is protected by reCAPTCHA - the Google Privacy Policy and Terms of Service apply.

Digital revolution powerpoint presentation slides

Sales funnel results presentation layouts

3d men joinning circular jigsaw puzzles ppt graphics icons

Business Strategic Planning Template For Organizations Powerpoint Presentation Slides

Future plan powerpoint template slide

Project Management Team Powerpoint Presentation Slides

Brand marketing powerpoint presentation slides

Launching a new service powerpoint presentation with slides go to market

Agenda powerpoint slide show

Four key metrics donut chart with percentage

Engineering and technology ppt inspiration example introduction continuous process improvement

Meet our team representing in circular format

23+ SAMPLE Event Management Plan Templates in PDF | MS Word | Google Docs | Apple Pages

Event management plan templates | ms word | google docs | apple pages, 23+ sample event management plan templates, what is an event management plan, why should you use an event management plan, make every event management plan work: crucial skills you need, how do you craft an event management plan.

Event Management Business Plan Template

Event Management Development Plan Template

Event Management Marketing Plan Template

Event Project Planning Template

Event Management Plan Template and Guidance Notes Outline

Event Management Chart Plan

Event Risk Management Plan

Event Organizer Management Plan (EMP) Checklist

Event Organizational Chart Management Plan Example

Generic Event Introduction Management Plan

Basic Event Preparation Management Plan

Editable Event Marketing Management Plan

Event Safety Management Proposal Plan

Event Management Flow Planning

Festival Event Management Plan Executive Summary

Event Management Budget Plan in Word

Event Management Plan in PDF Template

Event Management Plan Guidance

Sample Event Management Plan Template

Printable Event Management Plan

Event Management Plan SOP Checklist

Model Event Management Plan

Event Management Action Plan

Event Management Plan Proforma

No more money down the drain, makes ideas and events extra special, paves the way for grand event plans, anticipate risks and ensure safetyall at the same time, 1. create and comprehend event objectives, 2. determine the required tasks, 3. create a risk and safety management plan, 4. keep track of everything you have planned, share this post on your network, you may also like these articles, 27+ sample individual learning plan in pdf | ms word | google docs | apple pages.

With the advent of digital technologies, many educators and various institutions are practicing innovation in teaching and facilitating independent learning through asynchronous communication and intelligent systems. The limitless resources…

8+ SAMPLE Joint Discovery Plan in PDF | MS Word

Discovery is a formal process of interchanging information between the parties about the witnesses and evidence they will present at the trial. It allows the parties to be informed…

browse by categories

• Questionnaire
• Description
• Reconciliation
• Certificate
• Spreadsheet

Information

• privacy policy
• Terms & Conditions

Create an Outstanding Experience with Free Event Planning Templates

By Joe Weller | October 4, 2017 (updated September 28, 2023)

Link copied

In this article, we’ve sorted through all event planning templates and checklists to provide you with the best, most comprehensive listing, so you can effectively plan a product launch, conference , wedding, or other milestone event. 

Included on this page, you’ll find an event planner template , event budget template , event venue checklist template , and more.

Event Planning Templates

Event planner template.

Download Event Planner Template

Excel  |  PDF  | Smartsheet

This event plan template includes areas where you can list strategic elements such as objectives, target audience, and messaging as well as logistical details such as catering, programming, and audio-visual requirements. For each task, identify who is responsible, required actions, and deadlines. This thorough template can guide your planning process and provide a summary of tasks to accomplish during an event.

Event Schedule Template

Download Event Schedule Template

Excel  |  Smartsheet

Create an event itinerary that includes dates, locations, programming start and end times, and scheduled breaks. This simple spreadsheet is a useful tool for creating an organized event schedule that you can share with staff and attendees. You can also use this template for a single- or multi-day event, or for a conference featuring multiple speakers who will be presenting in various venue rooms. 

Event Marketing Timeline Template - Excel

Download Event Marketing Timeline Template

Excel | Smartsheet

Marketing efforts for larger events may include national advertising, online content, public relations, and market research. This template provides a place for individual marketing campaigns along with a timeline for weekly planning. By creating a timeline for each task within a campaign, you can gauge how actions overlap, plan for significant dates, and see a visual representation of the time required for each item.

Event To-Do List Template

Download Event To-Do List Template

Excel  |  PDF

Use this to-do list template to plan, prioritize, and carry out all the necessary tasks for your event. You can track the progress of each item toward completion by choosing a predetermined due date. The template includes room for additional notes or comments, which is particularly useful when sharing a to-do list.

Event Proposal Template - Word

‌ Download Event Proposal Template - Word

If you’re an events planner, having a top-notch proposal to offer potential clients could give you an edge against the competition. This template provides an outline for you to work from as you craft a personalized event management proposal. You’ll find sections for listing client needs and expenses, detailing the services you will provide, and more. 

Event Planner Contract Template

Download Event Planner Contract Template

Word  |  PDF

An event planner contract should clearly outline the expectations of the client, the responsibilities of the event planner, the terms of the agreement, and any pertinent project details. You may also want to include a contract with your event proposal - in this case, use this template as a model for creating your own event planner contract where you can list services, terms, and other important business details. Depending on the scope of the event and the management services you’re providing, you can keep the contents of the contract brief or expand the template to include more details.

Wedding Checklist Template - Excel

Download Wedding Checklist Template

Professional wedding planners and individuals getting married can benefit from an event checklist template. Wedding planning involves many moving pieces, from decorations to food and photography, so a simple checklist can make planning easier, and help identify expenses and ensure that nothing important is forgotten. Get more wedding planning tips from the pros and discover additional useful templates by reading Expert Tips on How To Create A Wedding Timeline .

Event Evaluation Form

Download Event Evaluation Form

A post-conference evaluation can provide critical data about which elements of your event were successful and help identify areas for improvement. You can use this event evaluation for any type of event, and can customize it for internal team members or event attendees. Once you determine the information you want to collect, including which aspects of the event or planning process you want to review, simply customize the form to meet your needs.

Calendar of Events Template

Download Calendar of Events 2023 Template

This template provides a calendar format with an adjacent column for listing events. The calendar displays all 12 months of the year on a single Excel sheet, making it easy to scan through months, plan ahead, and quickly view the events listed in the corresponding column. Each month is also color-coded with alternating hues for easy viewing.

Event Budget Templates

Conference budget template - excel.

Download Conference Budget Template

A budget is an important conference management tool that planners use to identify expenses and resource requirements, inform event decisions, and support an overall plan. Use this template to estimate projected costs and track actual expenses. Comparing your projections with actual costs can help to create more accurate estimations for future conferences.

Event Budget Template - Excel

Download Event Budget Template

This event budget template itemizes expenses in a spreadsheet format and also represents data as visual charts. You can use this format to quickly identify which costs are using the largest percentage of the budget. For example, you might discover that certain costs, such as event programming, food service, advertising, and venue rentals are the biggest expenses. The template includes a section for comments where you can jot down brainstorming notes or share messages with your event team. 

Party Budget Template - Excel

‌ Download Party Budget Template - Excel

Organize your party planning and track your budget with this template. It includes a summary of expenses and total costs, and a pie chart that both divides costs into categories and provides a detailed breakdown of expenses for each. Cells are pre-populated with common costs, such as equipment rentals or security and cleaning services; however, you can easily edit the fields to suit your requirements.

Wedding Budget Template - Excel

‌ Download Wedding Budget Template - Excel

This budget planner separates wedding costs into categories including apparel, decorations, reception, and photography. On the template, these categories are broken down into more detailed lists of expenses - this allows you to account for both large and small items, determine which categories are most costly, and ensure that the wedding stays within budget. 

Event Venue and Vendor Templates

Food vendor application template.

Download Food Vendor Application Template

Excel    |    PDF

If you’re planning a conference or an event with food vendors, this template can help streamline the application process. Collect information from each vendor, including contact details, goods or services they offer, and permits. You can also add rules and regulations that each vendor must agree to in order to participate in the event.

Event Venue Checklist

Download Event Venue Checklist

Use this checklist template to inspect venues and determine whether they meet the requirements for your event. Items to check include fees, venue capacity, parking, audiovisual options, and more. Following a checklist can help you identify potential issues and provide a quick comparison between venue options.

Catering Vendor Checklist

Download Catering Vendor Checklist

This catering checklist template offers an easy way to interview caterers. Catering fees can add up quickly, so it’s important to request detailed estimates for accurate budgeting. While some venues may include catering with their services, you will still need to provide the vendor with event details and make sure you understand their policies.

Event Speaker Checklist

Download Event Speaker Checklist

Organize all of the details about your speakers or event entertainment, including audiovisual and other equipment requirements for presentations or performances. Speaker selection is an integral part of event management, so it behooves you to ensure that each presentation is successful. Advance planning may include arranging transportation, collecting speaker bios, and locating and securing necessary equipment.

Wedding Vendor List Template

Download Wedding Vendor List Template

Excel  |  PDF  |  Word

Wedding planners can use this template to keep track of all the vendors they plan to work with or are supplying bids. There are sections to include contact information, contract status, costs, and services provided. You can also include a rating score based on your experience of working with a vendor, professional reviews, or comparison with their competitors.

Sign-Up and Attendance Templates

Event sign-up sheet template.

Download Event Sign-Up Sheet Template

If you’re recruiting volunteers for an event, you may find a printable sign-up sheet, such as this one, instrumental in gathering info. Simply post this template at the event to quickly collect names, contact information, and any other details you might need (such as affiliation with the event), or add a space where volunteers can sign up for specific tasks. Simply adjust the column labels to include the information you are seeking.

Conference Sign-In Sheet Template

Download Conference Sign-In Sheet Template

To ensure that all attendees are present at a conference or training event, have them add their signatures to this sign-in sheet. At the top of the template there is room for conference details so that the sheet can tracked and filed easily. You can modify this basic form and use it to collect attendance details at any type of event.

Party Sign-Up Sheet Template

Download Party Sign-Up Sheet Template

Whether you’re planning a company party or team building outing , a sign-up sheet can give you an idea of how many people will attend. This template includes columns for setup and cleanup so that volunteers can plan ahead for these duties.

What to Include in a Strategic Event Plan

The planning process may begin with a brainstorming session as you consider the purpose of your event, what you hope to accomplish, and what resources are available. Keep in mind that, while it’s important to cover all your bases and not overlook important details, there is something to be said for brevity. Being concise - perhaps even limiting your event plan to one page - can encourage clarity and make you more likely to follow it. Keeping a plan short may be especially useful if you are creating an event template that other members of your organization will use to arrange future events. Having a clear protocol to follow will make it easier to maintain standards and requirements as team members and event details fluctuate.

As you think about how to craft an event that will meet your objectives, here are a few things to keep in mind and include in your plan:

• Purpose of Event: In addition to vital event details like dates, times, location, and other logistics, it’s important to know what you hope to achieve. Do you want to accomplish a specific goal such as fundraising or education? Maybe you want your event to meet several objectives, such as launching a product, increasing brand awareness, and boosting sales. Keeping the purpose of the event in mind can help you develop an effective strategy for meeting those objectives.
• Target Audience: Identifying your target audience and their needs can guide your marketing efforts as well as your event planning. How will you meet their needs? How will your event stand out from the competition?  
• Event Benefits and Value: Once you determine what your audience needs, you can identify the speakers, entertainment, activities, and messaging that will be most effective. Does your event offer a unique value proposition that potential attendees won’t want to miss?
• Event Marketing and Metrics: Outline all of the marketing channels you will utilize to promote your event, and create a timeline for each phase of marketing. In addition to metrics for tracking the effectiveness of your campaigns, identify any other key metrics that you’ll use to evaluate the event as a whole.
• Budget: Consider both costs and revenue as you plan your event. 

Once an event ends, the purpose of event management is to collect and evaluate key metrics. Whether you measure ticket sales and attendance, solicit feedback from participants, or conduct a performance review of the entire planning and event process, performing an evaluation can help you understand what was successful and what needs improvement. This type of information is critical data that you can use to inform decisions about future events.

Increase Event Success with Real-Time Planning in Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

Looking for more

Free 30-day trial

Enable everyone to work better, at scale, with Smartsheet.

Get started for free

Download free templates

Test drive Smartsheet, the Enterprise Work Management Platform.

Get free templates

Recommended Articles

Future of Work Management Report 2023

Project Management Guide

Free Project Management Plan Templates

Discover why over 90% of fortune 100 companies trust smartsheet to get work done..

Event Planning Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business ideas » Entertainment Industry » Event Planning

Are you about starting an event management business ? If YES, here is a complete sample event planning business plan template & feasibility report you can use for FREE .

One good thing about event planning is that most often than not, events are done during weekends and if you are lucky not to be working during weekends, you can successfully test run an event planning business. The truth is that, most of the basic skills needed to effectively run an event planning business are some of the soft skills you are likely going to acquire in your workplace.

On the average, it is the practice for most standard event planning companies to handle all aspect of event planning that ranges from wedding planning, to annual general meetings (AGM), to corporate events, to end of year parties et al. This is so because there are little or no difference with the planning and execution of events. However, you can decide to build your event planning company around an area of specialization in the industry.

What It Takes to Start an Event Management Business?

As a professional event planner, you would have been trained on how to engage your clients in such a way that they should be able to answer any question you may ask them regarding the event or any related topic that will help you deliver a fantastic event.

Over and above, the service delivery for an event planner covers budgeting, scheduling, venue selection, acquiring necessary permits, coordinating transportation and parking, arranging for keynote speakers, motivational speakers, master of ceremony (MC) or entertainers, arranging decor, event security, catering and emergency plans .

The hallmark of an event is when the success benchmarks are meet or even surpassed. So part of what you need to ask your client as a professional event planner is to know key measurable areas where they would want the event to be assessed.

It could be the numbers of participants that attended the event, the feedbacks they got from the event and it could be any success indicator as agreed by the organizers of the event.

A Sample Event Planning Business Plan Template

1. industry overview.

Event planning is all about helping corporate organizations, government, groups and individual plan and execute their events from start to finish. An event planner ensures that they work with the stipulated budget of the organization or individual and ensure that they deliver a successful event as agreed.

In some cases, it is the responsibility of the event planner to draw – up a budget for the organizer of the event once they get a brief of the nature of the event. Events planning require that you take off the burden of planning an event from the shoulders of your clients. This is whether it is a corporate or informal event.

Therefore, you would need an eye for details in addition to the eye you have got. Confused? Do not be, that was on a lighter note. Now, the truth is that you would need to be extremely detailed. You do not want to come across your clients as one who leaves some kills important details out. If you do not possess this skill now, you may consider building it up.

The key to a successful event is to ensure that all that is listed in your event planning checklists is ticked. As a matter of fact, if you undergo event planning training, you are going to be taught how to draft event planning checklists for various events and key components that must be listed in your checklists.

The event planning is such an industry that needs you to be vast and well informed about news about the industry. What does this mean?

This means that you have got to be alert about everything as it concerns events planning all around the globe. You may consider reading up a whole lot- do not be far away from information. You can successfully pull off being a researcher off by reading books on this business, as using the internet.

According to Inside Business, the event planning industry is expected to grow to 20% with the median income of an event planning being $42,180 a year.

This industry is expected to grow to over 60,000 jobs. Statistics has it that the top 5 highest paying location in the united states for event planners and their average annual earnings are; Virginia – $54,770, New York – $57,300, New Jersey – $57,730, Massachusetts – $58,860, Washington DC – $67,120.

So also the top 5 states in the United States with the highest numbers of employment for event planners are; California with 7,730 event planners are employed, New York – 7, 250, event planners are employed, Texas – 6,320,event planners are employed, Florida – 3,560, event planners are employed, Virginia – 3,500 event planners are employed.

No doubt the event planning / management industry cannot be said to be over saturated despite the fact that the entry bar for starting an event planning business is pretty low. As an event planner, if you are creative and hardworking, you can successfully create your own steady market. It is safe to say the industry is still growing especially with the advent of new social media platforms.

For example in recent times, a world class event planning / management company in city in the United States of America can successfully organize an event with active participants from all over the globe participating in the event without living their country. This is possible with the aid of teleconference, and Skype et al.

Some of the factors that encourages entrepreneurs to start their own event planning business could be that the business is easy to set up, the start – capital is indeed affordable and the running cost can be put at the minimum level; you can actually start your own event planning business from the comfort of your home. All you need to do is to create an office somewhere in your house.

Lastly, event planning / management business is not restricted to just organizing conferences, corporate events or parties, but also organizing big international events such as Olympic and United Nations Events.

2. Executive Summary

Tony & Tammy House of Events LLC is an all – round event planning company that will be based in Las Vegas – Nevada.

The company will handle all aspect of event planning such as wedding planning, children’s party, sports tournaments / competitions, annual general meetings (AGM), to corporate events, trade fairs and exhibitions, end of year party, party rental services, event planning trainings and event planning consulting and advisory services et al.

We are aware that to run an all – round event planning outfit can be demanding which is why we are well trained and equipped to perform excellently well. Tony & Tammy House of Events, LLC is a client-focused and result driven event planning outfit that provides broad-based experience at an affordable fee that won’t in any way put a hole in the pocket of our clients.

We will offer a standard and professional event planning services to all to our individual clients, and corporate clients at local, state, national, and international level. We will ensure that we work hard to meet and surpass our clients’ expectations whenever they contract their events to our organization.

At Tony & Tammy House of Events, LLC, our client’s best interest would always come first, and everything we do is guided by our values and professional ethics. We will ensure that we hire professionals who are well experienced in a wide variety of event planning et al.

Tony & Tammy House of Events, LLC will at all times demonstrate her commitment to sustainability, both individually and as a firm, by actively participating in our communities and integrating sustainable business practices wherever possible.

We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely. We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for our partners, employees and for our clients.

Our plan is to position the business to become the leading brand in the event planning line of business in the whole of Nevada, and also to be amongst the top 20 event planning outfits in the United States of America within the first 10 years of operations.

This might look too tall a dream but we are optimistic that this will surely come to pass because we have done our research and feasibility studies and we are enthusiastic and confident that Las Vegas is the right place to launch our event planning business before spreading to other parts of The United States.

Tony & Tammy House of Events, LLC is founded by Mr. Tony Angelo and his wife Tammy Angelo. The organization will be managed by both of them since they both have tangible experience working at various capacities within the entertainment and event planning industry in the United States.

As a matter of fact, Mr. Tony Angelo who is the Chief Executive Officer of the organization was part of the team that organized Atlanta 96® Olympics and the wife in time past has worked with the team responsible for organizing Grammy Awards.

Mr. Tony Angelo graduated from both University of California – Berkley (First Degree), and University of Harvard (MSc.).

3. Our Products and Services

Tony & Tammy House of Events, LLC is going to offer varieties of services within the scope of the event planning and entertainment industry in the United States of America. Our intention of starting our event planning outfit is to make profits from the industry and we will do all that is permitted by the law in the US to achieve our aim and ambition.

Our business offering is listed below;

• Wedding Planning
• Corporate Event Planning
• Outdoor Party Planning
• Annual General Meetings
• Sports Tournaments / Competitions Planning
• Children’s Party and Birthdays Party Planning
• Party Rental Services
• Event Planning Trainings (Training School)
• Event Planning Consulting and Advisory Services

4. Our Mission and Vision Statement

• Our vision is to build an event planning brand that will become the number one choice for both individual clients and corporate clients in the whole of Las Vegas – Nevada.
• Our vision reflects our values: integrity, service, excellence and teamwork.
• Our mission is to provide professional and trusted event planning services that assist individuals, businesses and non-profit organizations in organizing all of their events.
• We are to position the business to become the leading brand in the event planning line of business in the whole of Nevada, and also to be amongst the top 20 event planning outfits in the United States of America within the first 10 years of operations.

Our Business Structure

Tony & Tammy House of Events, LLC will build a solid business structure that can support the growth of our business. We will ensure that we hire competent hands to help us build the business of our dream. The fact that we want to become one of the leading event planning outfits in the United States makes it highly necessary to deliberately build a well – structured business from the onset.

Below is the business structure that we will build Tony & Tammy House of Events, LLC on;

• Chief Executive Officer

Event Planning Consultant

Event Planning Training and Development Consultant

• Wedding Planning Consultant

Admin and HR Manager

• Business Developer

Front Desk Officer

5. Job Roles and Responsibilities

Chief Executive Office:

• Responsible for providing direction for the firm
• Creating, communicating, and implementing the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
• Responsible for handling high profile clients and deals
• Responsible for fixing prices and signing business deals
• Responsible for signing checks and documents on behalf of the company
• Evaluates the success of the organization
• Reports to the board
• Responsible for interviewing and hiring vendors, selecting and ordering materials, negotiating rates, coordinating the sequence of events, following up with guests and vendors and producing full-scale events.
• Plans, designs and produces events while managing all project delivery elements within time limits
• Liaises with clients to identify their needs and to ensure customer satisfaction
• Conducts market research, gather information and negotiate contracts prior to closing any deals
• Provides feedback and periodic reports to stakeholders
• Proposes ideas to improve provided services and event quality
• Organizes facilities and manage all event’s details such as decor, catering, entertainment, transportation, location, invitee list, special guests, equipment, promotional material etc
• Ensures compliance with insurance, legal, health and safety obligations
• Specifies staff requirements and coordinate their activities
• Cooperates with marketing and PR to promote and publicize event
• Proactively handle any arising issues and troubleshoot any emerging problems on the event day
• Conducts pre- and post – event evaluations and report on outcomes
• Researches market, identify event opportunities and generate interest
• Manages the organization’s event planning training school
• Coordinates training programs facilitated by Tony & Tammy House of Events, LLC
• Writs winning proposal documents, negotiate fees and rates in line with company policy
• Identifies training and development needs for staff through job analysis, appraisals and consultation
• Facilitates and coordinate strategic sessions.
• Works directly with clients in a non-advising capacity, such as answering questions, scheduling appointments and making sure all training concerns are properly taken care off
• Responsible for handling all trainings both internal and external trainings

Wedding Planner / Consultant

• Assists the bride and groom with everything from a timeline and budget to the choice of flowers, wedding location, musicians, caterers, and the choice of the groom’s tuxedo.
• Responsible for making sure that all the details of the big day play out smoothly as planned
• Responsible for overseeing the smooth running of HR and administrative tasks for the organization
• Design job descriptions with KPI to drive performance management for clients
• Regularly hold meetings with key stakeholders to review the effectiveness of HR Policies, Procedures and Processes
• Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
• Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
• Defines job positions for recruitment and managing interviewing process
• Carries out staff induction for new team members
• Responsible for training, evaluation and assessment of employees
• Responsible for arranging travel, meetings and appointments
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Oversees the smooth running of the daily office activities.

Marketing Executive

• Identifies, prioritizes, and reaches out to new partners, and business opportunities et al
• Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of development projects.
• Writes winning proposal documents, negotiate fees and rates in line with company policy
• Responsible for handling business research, marker surveys and feasibility studies for clients
• Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
• Develops, executes and evaluates new plans for expanding increase sales
• Documents all customer contact and information
• Represents the company in strategic meetings
• Helps increase sales and growth for the company
• Responsible for preparing financial reports, budgets, and financial statements for the organization
• Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
• Responsible for financial forecasting and risks analysis.
• Performs cash management, general ledger accounting, and financial reporting for one or more properties.
• Responsible for developing and managing financial systems and policies
• Responsible for administering payrolls
• Ensures compliance with taxation legislation
• Handles all financial transactions for the company
• Serves as internal auditor for the company

Client Service Executive

• Welcomes guests and clients by greeting them in person or on the telephone; answering or directing inquiries.
• Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
• Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
• Manages administrative duties assigned by the manager in an effective and timely manner
• Consistently stays abreast of any new information on the company’s products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries
• Receives Visitors / clients on behalf of the organization
• Receives parcels / documents for the company
• Handles enquiries via e-mail and phone calls for the organization
• Distributes mails in the organization
• Handles any other duties as assigned my the line manager

6. SWOT Analysis

Tony & Tammy House of Events, LLC engaged the services of a core professional in the area of business consulting and structuring to assist the firm in building a well – structured event planning outfit that can favorably compete in the highly competitive event planning and entertainment industry.

Part of what the team of business consultant did was to work with the management of our organization in conducting a SWOT analysis for Tony & Tammy House of Events, LLC. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Tony & Tammy House of Events, LLC;

Our core strength lies in the power of our team; our workforce. We have a team that can go all the way to give our clients value for their money; a team that are trained and equipped to pay attention to details. We are well positioned and we know we will attract loads of clients from the first day we open our doors for business.

As a new event planning outfit, it might take some time for our organization to break into the market and gain acceptance in the already saturated event planning and entertainment industry; that is perhaps our major weakness.

• Opportunities:

The opportunities in the event planning and entertainment industry is massive considering the number of weddings, parties and other events that takes places on a daily basis in the United States. As an all – round event planning outfit, we are ready to take advantage of any opportunity that comes our way.

Some of the threats that we are likely going to face as an event planning outfit operating in the United States are unfavorable government policies, the arrival of a competitor within our location of operations and global economic downturn which usually affects purchasing power. There is hardly anything we can do as regards this threat other than to be optimistic that things will continue to work for our good.

7. MARKET ANALYSIS

• Market Trends

The event planning and entertainment industry is in a continuous state of evolution and as such, ground breaking strategies and ideas that are once highly successful are no longer as productive as they were in time past. Close observation of the trend in the industry reveals that the past few years have seen the rise and proliferation of social media and new tech tools.

The trend also extends to increased attention, paid to engagement and new market segments, adopting eco-friendly measures and sustainability when planning events, and of course increase in demands from event sponsors.

As a matter of fact, social media has now become one of the most important tools event planners leverage on to disseminate information about their events, interact with attendees, solicit feedback, and create year-round engagement with their target audience.

Furthermore, new software apps and emerging technology have made it easier for event and wedding planners to gather all the needed data and information that will help them plan and project for the future.

In recent time, mobile event apps are becoming more popular; event planner can now successfully host events via social media platforms / online platforms. In the United States for example, there several vendors providing mobile apps with more event planners patronizing the apps.

Over and above, with the invention of event apps, it is now compulsory for event planners and venue owners to offer Wi-Fi throughout the event, in all meeting rooms. The truth is that it will no longer be acceptable to not have Wi-Fi accessible at events; people will hardly rent halls without Wi-Fi facility.

8. Our Target Market

Although Tony & Tammy House of Events, LLC will initially serve small to medium sized business, from new ventures to well established businesses and individual clients, but that does not in any way stop us from growing to be able to compete with the leading event planning and management companies in the United States.

As an all – round event planning / management outfits, Tony & Tammy House of Events, LLC offers a wide range of services hence we are well trained and equipped to services a wide range of clientele base. Our target market cuts across people of different class and people from all walks of life, local and international organizations as well.

We are coming into the industry with a business concept that will enable us work with the highly placed people and companies in the country and at the same with the lowly placed people and smaller businesses. Below is a list of the people and organizations that we have specifically design our products and services for;

• Potential Couples / Young Adults
• Blue Chips Companies
• Corporate Organizations
• Religious Organizations
• Political Parties / Politicians
• Households / Families
• The Government (Public Sector)
• Schools (High Schools, Colleges and Universities)
• Sport Organizations
• Entrepreneurs and Start – Ups

Our competitive advantage

We are quite aware that to be highly competitive in the event planning and entertainment industry means that you should be able to deliver consistent quality service, your clients should be able to experience remarkable difference cum improvement and you should be able to meet the expectations of both participants and organizers of events.

Tony & Tammy House of Events, LLC might be a new entrant into the event planning and entertainment industry in the United States of America, but the management staffs and owners of the business are considered gurus. They are people who are core professionals and licensed and highly qualified event planners / managers and wedding planners in the United States. These are part of what will count as a competitive advantage for us.

Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category (startups event planning and event management companies) in the industry meaning that they will be more than willing to build the business with us and help deliver our set goals and achieve all our aims and objectives.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Tony & Tammy House of Events, LLC is established with the aim of maximizing profits in the event planning and entertainment industry and we are going to go all the way to ensure that we do all it takes to attract clients on a regular basis and sign retainer – ship with most of our clients.

Tony & Tammy House of Events, LLC will generate income by offering the following event planning / management services for individuals and for corporate organizations;

10. Sales Forecast

One thing is certain, there would always be parties and events in the United States of America and as such the services of event planning / event management companies will always be needed.

We are well positioned to take on the available market in the U.S. and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow the business and our clientele base beyond Las Vegas to other cities in Nevada and other states in the U.S.

We have been able to critically examine the event planning and entertainment market and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projection is based on information gathered on the field and some assumptions that are peculiar to startups in Las Vegas – Nevada.

Below is the sales projection for Tony & Tammy House of Events, LLC, it is based on the location of our business consulting firm and the wide range of consulting services that we will be offering;

• First Year-: $150,000
• Second Year-: $650,000
• Third Year-: $1,000,000

N.B: This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and natural disasters within the period stated above. There won’t be any major competitor offering same additional services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

• Marketing Strategy and Sales Strategy

We are mindful of the fact that there is stiffer competition amongst event planning companies in the United States of America; hence we have been able to hire some of the best business developer to handle our sales and marketing. Our sales and marketing team will be recruited base on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall goal of the organization.

We will also ensure that our excellent job deliveries speak for us in the market place; we want to build a standard event planning business that will leverage on word of mouth advertisement from satisfied clients (both individuals and corporate organizations).

Our goal is to grow our event planning company to become one of the top 20 event planning companies in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in the Las Vegas but also in other cities in the United States of America.

Tony & Tammy House of Events, LLC is set to make use of the following marketing and sales strategies to attract clients;

• Introduce our business by sending introductory letters alongside our brochure to corporate organizations, schools, households and key stake holders in Las Vegas and other cities in Nevada.
• Promptness in bidding for event planning / event management contracts from the government and other cooperate organizations
• Advertise our business in relevant business magazines, newspapers, TV stations, and radio station.
• List our business on yellow pages ads (local directories)
• Attend relevant international and local expos, seminars, and business fairs et al
• Create different packages for different category of clients in order to work with their budgets and still deliver quality event planning services to them
• Leverage on the internet to promote our business
• Engage direct marketing approach
• Encourage word of mouth marketing from loyal and satisfied clients

11. Publicity and Advertising Strategy

We have been able to work with our brand and publicity consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market. We are set to take the event planning and entertainment industry by storm which is why we have made provisions for effective publicity and advertisement of our event planning outfit.

Below are the platforms we intend to leverage on to promote and advertise Tony & Tammy House of Events, LLC;

• Place adverts on both print (community based newspapers and magazines) and electronic media platforms
• Sponsor relevant community based events / programs
• Leverage on the internet and social media platforms like; Instagram, Facebook , twitter, YouTube, Google + et al to promote our brand
• Install our Bill Boards on strategic locations all around Las Vegas – Nevada.
• Engage in road show from time to time
• Distribute our fliers and handbills in target areas
• Ensure that all our workers wear our branded shirts and all our vehicles are well branded with our company’s logo et al.

12. Our Pricing Strategy

Just like in consulting business, hourly billing for event planning / event management services is also a long – time tradition in the industry. However, for some types of event planning / management services, flat fees make more sense because they allow clients to better predict the overall service charges. As a result of this, Tony & Tammy House of Events, LLC will charge our clients both flat fee and hourly billing as long as it favors both parties.

At Tony & Tammy House of Events, LLC we will keep our fees below the average market rate for all of our clients by keeping our overhead low and by collecting payment in advance. In addition, we will also offer special discounted rates to start – ups, nonprofits, cooperatives, and small social enterprises.

We are aware that there are some clients that would need regular access to event planning consultancy and advisory services and assistance, we will offer flat rate for such services that will be tailored to take care of such clients’ needs.

• Payment Options

At Tony & Tammy House of Events, LLC, our payment policy will be all inclusive because we are quite aware that different people prefer different payment options as it suits them. Here are the payment options that we will make available to our clients;

• Payment by via bank transfer
• Payment via online bank transfer
• Payment via check
• Payment via bank draft
• Payment with cash

In view of the above, we have chosen banking platforms that will help us achieve our plans with little or no itches.

13. Startup Expenditure (Budget)

Starting an event planning business can be cost effective; this is so because on the average, you are not expected to acquire expensive machines and equipment.

Basically what you should be concerned about is the amount needed to secure a standard office facility in a good and busy business district, the amount needed to furniture and equip the office, the amount to purchase the required software applications, the amount needed to pay bills, promote the business and obtain the appropriate business license and certifications.

When it comes to starting a small scale event planning / event management company, the following expenditure should guide you;

• The Total Fee for incorporating the Business – $750.
• The budget for basic insurance policy covers, permits and business license – $2,500
• The Amount needed to acquire a suitable Office facility in a business district 6 months (Re – Construction of the facility inclusive) – $40,000.
• The Cost for equipping the office (computers, software applications, printers, fax machines, furniture, telephones, filing cabins, safety gadgets and electronics et al) – $ 5,000
• The Cost of Launching your official Website – $600
• Budget for paying at least one employees for 3 months plus utility bills – $10,000
• Additional Expenditure (Business cards, Signage, Adverts and Promotions et al) – $2,500
• Miscellaneous: $1,000

Going by the report from the market research and feasibility studies conducted, we will need over two hundred and fifty thousand (250,000) U.S. dollars to successfully set – up a medium scale but standard event planning business firm in the United States of America.

Generating Funding / Startup Capital for Tony & Tammy House of Events, LLC

Tony & Tammy House of Events, LLC is a family business that will be owned by Mr. Tony Angelo and his wife Tammy Angelo. They are the sole financial of the firm, but may likely welcome partners later which is why they decided to restrict the sourcing of the start – up capital for the business to just three major sources.

These are the areas we intend generating our start – up capital;

• Generate part of the start – up capital from personal savings
• Source for soft loans from family members and friends
• Apply for loan from my Bank

N.B: We have been able to generate about $50,000 (Personal savings $40,000 and soft loan from family members $10,000) and we are at the final stages of obtaining a loan facility of $200,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

It is easier for businesses to survive when they have steady flow of business deals / customers patronizing their products and services. We are aware of this which is why we have decided to offer a wide range of event planning and other related services to both individual and corporate clients.

We know that if we continue to deliver excellent event planning services, there will be steady flow of income for the organization. Our key sustainability and expansion strategy is to ensure that we only hire competent employees, create a conducive working environment and employee benefits for our staff members.

In the nearest future, we will explore the options of either selling out franchise or expanding our scope beyond Las Vegas – Nevada to other major cities in the United States of America. We know that if we implement our business strategies, we will achieve our business goals and objectives in record time, as well as become a household name .

Check List / Milestone

• Business Name Availability Check:>Completed
• Business Incorporation: Completed
• Opening of Corporate Bank Accounts various banks in the United States: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Application for business license and permit: Completed
• Purchase of All form of Insurance for the Business: Completed
• Conducting Feasibility Studies: Completed
• Generating part of the start – up capital from the founder: Completed
• Applications for Loan from our Bankers: In Progress
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents: In Progress
• Design of The Company’s Logo: Completed
• Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
• Recruitment of employees: In Progress
• Purchase of the Needed furniture, office equipment, electronic appliances and facility facelift: In progress
• Creating Official Website for the Company: In Progress
• Creating Awareness for the business (Business PR): In Progress
• Health and Safety and Fire Safety Arrangement: In Progress
• Establishing business relationship with vendors and key players in the industry: In Progress

Related Posts:

• Wedding Planning Business Plan [Sample Template]
• Wedding Consulting Firm Business Plan [Sample Template]
• Plumbing Business Plan [Sample Template]
• Tent Rental Business Plan [Sample Template]
• 19 Event Planning Questions to Ask Before Giving Clients a Quote
• Table and Chair Rental Business Plan [Sample Template]
• Who Pays for Hotel Rooms for the Wedding Guests?

• Financial Analysis
• Budgeting Consultants
• Financial Reporting
• Financial Planning
• Financial Modeling
• Accounting & Bookkeeping
• Taxation services
• Investor Ready Business Plan
• Professional Business Plan Revision
• Investor Ready Pitch Deck Presentation
• Investor Ready Executive Summary
• Investor Ready One Page Project Overview
• Professional Business Plan Review
• Pro Forma Statement of Financial Position/Balance sheet
• Cash Flow Analysis
• Full time CFO
• Special Purpose CFO
• Interim CFO
• Virtual CFO
• Marketing KPI
• Growth Plan KPI
• Financial Metrics KPI
• Break Even Analysis
• Unit Metrics Analysis
• Sales Performance KPI
• Cash Management KPI
• Inventory Management KPI
• Business Plan Packages
• Automotive Industry
• Blockchain Industry Financial Model New
• Cosmetics Industry
• Consulting Business
• Education Industry
• Entertainment Industry
• Fintech Industry
• Real Estate
• View All Financial Models
• Healthcare Industry
• Restaurant Business
• View All Business Plan
• Automotive Business
• Blockchain Industry Pitch Deck New
• Education Pitch
• View All Pitch Decks
• Testimonials
• Case Studies
• Startup CEOs
• Venture Capital Professionals

Event Management Business Plan

• Services/ Consulting , Entertainment Industry , Startup , Business Plan , Browse by Categories , Browse by Industry , Services/ Consulting Business Plan , Entertainment Industry Financial Model

The Event Management business plan guides your business from inception to a multi-year strategy, addressing key challenges and presenting your vision to potential investors. Our template provides a comprehensive structure, aligning your business idea and management objectives, serving as a vital reference for achieving operational targets and milestones.

Frequently Bought Together

• This Product: Event Management Business Plan - $ 180
• Event Management Agency Excel Financial Model - $ 190
• Event Management Agency Pitch Deck - $ 20

Description

• Reviews (0)

Introduction

Table of Contents

Embarking on the journey of establishing an event management business is a thrilling endeavor, and a well-crafted business plan is fundamental to its success. A comprehensive business plan serves as a strategic guide, providing crucial insights and attracting potential investors . This article introduces an Event Management Business Plan Template , a valuable resource to assist you in developing a plan that addresses key elements essential for the growth and prosperity of your event management venture.

Utilizing the Event Management Business Plan Template

Our Event Management Business Plan Template offers a clear and practical framework for formulating a business plan tailored to your event coordination and planning enterprise. Whether you are initiating a new event management business or seeking to enhance an existing one, this template furnishes a valuable structure to ensure the inclusion of all vital components in your plan.

For clients seeking to personalize their business plans, we extend our expertise for seamless customization. Elevate your vision with our assistance, ensuring a tailored approach to meet your specific needs and aspirations.

Let’s delve into the fundamental elements encompassed in this template.

Executive Summary:

Embarking on the journey of event management requires a well-crafted business plan. In our Event Management Business Plan Template, we provide a comprehensive company summary that introduces your event management venture, outlining key details such as your unique selling proposition, target market, and business goals. This section serves as the foundation for your strategic direction.

Problem Statement:

Identifying challenges in the event management industry is crucial. Our template addresses common hurdles faced by event planners, ensuring your business plan includes a detailed problem statement. By acknowledging industry challenges, you can tailor solutions that set your event management business apart.

Crafting a successful event management business plan involves proposing effective solutions to industry challenges. Our template guides you in presenting innovative approaches, from streamlining the planning process to incorporating technology trends. This section ensures your plan is solution-oriented and ready for implementation.

Industry Background:

In the dynamic event management industry, professionals coordinate a spectrum of events, including corporate functions, virtual experiences, and social gatherings. This thriving sector, embracing wedding planners and diverse event planning businesses, caters to a broad clientele. Armed with strategic event budgets and leveraging social media platforms, the industry adapts to evolving trends, including the rise of hybrid events. Event design and efficient event management software play pivotal roles, ensuring seamless execution and the achievement of event goals. As the industry continually evolves to meet the demands of special events, its future remains vibrant and resilient.

Market Analysis:

Identifying your target audience and market trends is pivotal. Our business plan template guides you through a comprehensive market analysis, ensuring you tailor your services to meet the evolving demands of your clients. This section provides a roadmap for effective marketing strategies.

SWOT Analysis:

Assessing your strengths, weaknesses, opportunities, and threats is a fundamental step. Our template facilitates a detailed SWOT analysis, helping you make informed decisions and fortify your event management business against potential challenges.

Competitive Analysis:

Understanding your competitors is essential for standing out in the market. The competitive analysis section in our template guides you through identifying key competitors, analyzing their strategies, and determining your unique selling proposition.

Marketing Plan:

In our dynamic marketing strategy, we deploy an integrated approach to reach diverse event segments, from corporate events to virtual conferences and social gatherings. With a team of expert event managers, we showcase our proficiency in delivering seamless experiences. Harnessing the power of social media platforms, we engage potential clients and customers, highlighting our virtual event capabilities and innovative hybrid event solutions. Our budget-friendly approach to social events, coupled with the strategic integration of cutting-edge event management software, positions us as a reliable choice in the industry. By nurturing potential clients through informative marketing materials and setting strategic event goals, we solidify our commitment to delivering successful and impactful events. Our participation in event management platforms enhances our market presence and fosters valuable industry connections, ensuring a dynamic and influential position in the competitive event management landscape.

Setting and achieving milestones is crucial for tracking your business’s growth. Our template helps you define realistic milestones, from client acquisition goals to successful event execution, fostering continuous improvement.

Operational Plan:

Efficient day-to-day operations are the backbone of a successful event management business. Our template assists in detailing your operational plan, covering aspects like event logistics, vendor coordination, and client satisfaction strategies.

Financial Plan:

A robust financial plan is vital for the fiscal health of your event management business. Our template guides you through creating detailed financial projections, including budgeting, cash flow management, and growth prospects.

Introducing your skilled and dedicated team is key to building trust with clients and investors. Our template ensures your business plan highlights the expertise and contributions of your team members.

What is the purpose of an event management business plan, and how does it guide the company’s strategic direction?

An event management business plan serves as a roadmap, outlining the company’s goals, target audience, and unique selling proposition. It guides strategic decisions, ensuring a focused and effective approach to business growth.

Can I customize the event management business plan template to align with the specific needs and nuances of my event management business concept?

Absolutely. Our template is designed for easy customization, allowing you to tailor it to the unique aspects of your event management business, ensuring relevance and accuracy.

What components are encompassed in the event management business plan template to provide a comprehensive overview of the business?

The template covers essential components, including a detailed company summary, problem statement, solution proposal, industry and market analysis, SWOT and competitive analysis, marketing and operational plans, financial projections, milestones, and an introduction to your team.

How will using this template contribute to the development and success of my event management business, and in what ways does it assist in addressing industry challenges?

This template provides a structured approach to planning, and addressing industry challenges by offering innovative solutions. It ensures a comprehensive understanding of your business, fostering development and success.

What financial details should I incorporate into the event management business plan to present a thorough understanding of the company’s fiscal health and growth prospects?

Include detailed financial projections such as budgeting, cash flow management, and growth prospects. This provides investors and stakeholders with a thorough understanding of your event management business’s financial health.

Conclusion:

In the dynamic landscape of event management, success hinges on a nuanced understanding of various event types, from corporate events and virtual gatherings to social events and hybrid experiences. A skilled event manager, armed with the right event planning business strategy and event management software, orchestrates seamless events, be it weddings or special occasions. The meticulous event planning process, coupled with captivating event design and strategic use of social media platforms, attracts potential clients and customers. With detailed event budgets and marketing materials, event organizers can navigate the industry, setting and achieving event goals. In this vibrant space, an event management platform emerges as the linchpin, connecting event industry professionals, potential clients, and a myriad of special events, ensuring a thriving and dynamic future for the world of events.

INSTRUCTIONS TO ACCESS YOUR PURCHASE:

• Order Completion : Once your order is finalized, a download link for your files will be available in your dashboard.
• Retrieve Document : Proceed to download your PDF document.
• Engage with Canva : Register for a complimentary Canva account or access your existing account.
• Activate Template : Open the PDF and select the highlighted LINK. This will redirect you to your specific Canva template.
• Personalization : Within Canva, you have the flexibility to adjust colors, fonts, images, and other elements to match your branding specifications.
• Finalize and Share : After customization, download your design and showcase it on your social media platform.

TERMS OF USE :

Oak Business Consultant and our range of products, including this template, are not endorsed by or officially connected to Canva. Your purchase allows you a SINGLE LICENSE FOR PERSONAL USE, which is exclusive to your personal or business needs. Redistribution, resale, or sharing of the files and templates is prohibited. If you appreciate our template and wish to recommend it, please direct others to our shop.

THANK YOU FOR VISITING OAK BUSINESS CONSULTANT. 

There are no reviews yet.

Be the first to review “Event Management Business Plan” Cancel reply

You must be logged in to post a review.

Related products

Accounting Firm Excel Financial Model

Airbnb Excel Financial Model

Cell Phone Repair Excel Financial Model

Fitness Center Excel Financial Model

Profit and Loss Statement Free Excel Template

Dental Practice Excel Financial Model

Social-Media Marketing Agency Excel Financial Model

Cost-Analysis Excel Financial Template

Co-Working Business Excel Financial Model

Small Online Business Financial Model

Voices of victory: client testimonials of triumph.

Elevate Your Business Journey with Comprehensive Financial Solutions

Real Estate DCF Model: Elevating Geospatial Survey Services-Case Study

Real Estate DCF Model: Elevating Geospatial Survey Services-Case Study Introduction Oak Business Consultants delivers financial models, pitch decks, and strategic tools for

Financial Model For the Food and Beverage Manufacturing Industry-Case Study

Financial Model For the Food and Beverage Manufacturing Industry– Case Study Introduction At Oak Business Consultant, clients are provided with tailored business

Financial Model and Marketing Tool for Pet Seat Cover Business- Case Study

Financial Model and Marketing Tool for Pet Seat Cover Business- Case Study Introduction  At Oak Business Consultant, we specialize in delivering comprehensive

Comprehensive Business Blueprint for An Automobile Business

Comprehensive Business Blueprint for An Automobile Business Introduction  The Oak Business Consultant provides financial strategy, budgetary insights, and holistic business management counsel.

Ride-Hailing Startup Financial Model-Case Study

Ride-Hailing Startup Financial Model-Case Study Introduction The Oak Business Consultant presents the following case study. This case study focuses on a ride-hailing

Waste Management Plant Financial Model-Case Study

Waste Management Plant Financial Model-Case Study Background The case study exemplifies how Oak Business Consultants comprehend client needs and the methodologies and

Financial Modeling For an Environmental, Social and Governance (ESG ) Startup Company- Case Study

Financial Modeling For an Environmental, Social and Governance (ESG ) Startup Company- Case Study Introduction The Oak Business Consultant is a Financial

Case Study- Fintech Start-up Business: Financial Model

Case Study- Fintech Start-up Business: Financial Model Introduction The oak business consultant is a Financial and Business Consultancy that provides Financial and

Hair Salon Startup Business Financial Analysis – Case Study 

Hair Salon Startup Business Financial Analysis – Case Study  Introduction The Oak Business Consultant prepares the following case study about a beauty

Case Study- Financial Model and Projection for Eco-Resort Company

Case Study- Financial Model and Projection for Eco-Resort Company Background The case study represents how Oak business consultant understands clients’ requirements and

Case Study: Organic Food and Delivery Service Research, Financial Model and Pitch Deck 

Case Study: Organic Food and Delivery Service Research, Financial Model and Pitch Deck Introduction A healthy organic food and delivery service company

Retail Clothing Business Financial Model – Case Study

Retail Clothing Business Financial Model – Case Study Introduction The OAK Business Consultant prepares a case study about a retail clothing business

Fintech Startup Financial Model – Case Study

Fintech Startup Financial Model – Case Study Introduction The Oak Business Consultant prepares the following case study. This case study is about

Freight Forwarder Cost Structure-Case Study

Freight Forwarder Cost Structure-Case Study Introduction The oak business consultants served one of the most challenging clients of the logistics service industry,

Real Estate Leasing and Investment Firm Financial Model: Case Study

Real Estate Leasing and Investment Firm Financial Model: Case Study Background  This case study is about a U.S.-based leasing and investment firm

Case Study- Cosmetic Business Start-Up Financial Model

Case Study- Cosmetic Business Start-Up Financial Model Background  This case study is about a cosmetics manufacturer who wanted to acquire investments based

Clothing Swap Saas-Based Platform: Business Plan, Financial Model & Pitch Deck – Case Study

Clothing Swap Saas-Based Platform: Business Plan, Financial Model & Pitch Deck – Case Study Background This case study is about a company

Real Estate Saas: Business Plan, Financial Model, and Pitch Deck – Case Study

Real Estate Saas: Business Plan, Financial Model, and Pitch Deck – Case Study Introduction The oak business consultant served services to our

Online Business of Beauty and Wellness Products: Digital Marketing Tool, Marketing Analysis Report, Dashboard-Case Study

Online Business of Beauty and Wellness Products: Digital Marketing Tool, Marketing Analysis Report, Dashboard-Case Study Background  This case study concerns a beauty

Funds Acquisition and Challenges to Startup

Funds Acquisition and Challenges to Startup Executive Summary “Money never starts an idea; it is the idea that starts the money”  –

Real Estate Business Plan, Financial Model, and Pitch Deck – Case Study

Real Estate Business Plan, Financial Model, and Pitch Deck – Case Study Background  This case study is about a real estate developer

Case Study For SaaS Financial Model – SVOD

Case Study For SaaS Financial Model – SVOD Background of SaaS Financial Model – SVOD This case study for the SaaS financial model

Restaurant Management System-Case Study

Restaurant Management System – an all-in-one solution The restaurant industry is fast-paced and constantly changing. Making it challenging for restaurant managers to

How to Do Bookkeeping for the Automotive Industry?

How to Do Bookkeeping for the Automotive Industry? If you run a business in the automotive industry, then you know that maintaining

How is Automotive Financial Budgeting Done?

How is Automotive Financial Budgeting Done? Automotive financial budgeting is a critical process that helps ensure the long-term financial stability of automotive

Car Dealer Business Plan, Financial Model, and Pitch Deck – Case Study

Car Dealer Business Plan, Financial Model, and Pitch Deck – Case Study Background This case study is about an automotive dealer who

Best Automotive Industry Financial Models

Best Automotive Industry Financial Models The automotive industry is a large and significant economic factor in the modern world. This industry comprises

Equipment Leasing Company – Case Study

Background: Equipment Leasing Company Now a very good client owning an equipment leasing company started as a straightforward judge of my up-work

Marketing KPI Dashboard for E-Store

Our Marketing KPI Dashboard Client from the United States is a prominent retailer of car seat covers for canine dogs.

Acquisition Analysis Of Quantum Research Company – Case Study

Acquisition Analysis Of Quantum Research Company: Background This Case study is about the Acquisition Analysis of Quantum Research Company that we did

Pitch Deck For A SaaS Startup Company

Background A Singaporean client approached Oak Business Consultant for the creation of a pitch deck for their SaaS startup. Initially, the client

Case Study: Go-To-Market Strategy for Educational Platform

Background  The client required a Go-To-Market strategy for their online study assistance business or Educational Platform. The main idea focuses on getting

Case Study – Event Management Company

Background: Event Management Company One of our USA-based clients working on a startup approached us to build a Financial Model from scratch.

Transactional Video on Demand – Case Study

Background – Case Study For TVOD TVOD- Transactional Video on Demand – The case study is about our client having TVOD Business

Case Study for Restaurants Business

Background of Restaurants Business Financial Model Restaurants Financial Model could be a daunting task because this industry works from a very different

Market Research for E-Commerce Store – Case Study

Background Since the e-commerce market is booming in Australia, we decide to choose online selling for the list of products. Hence a

SVOD: Case Study

Background of SVOD Ten Time is a Video Streaming company that falls under the SVOD industry. SVOD stands for Subscription Video on

Case Study for Digital Payment

Background of Digital Payment The Africa-based company is providing digital payment solutions for the African population. Although this concept is not new

Case Study for Real Estate

Background A Land Development company based in Edmonton, Canada. Therefore they are specialized in acquiring real estate such as growing land, build

Case Study for E-Commerce Financial Model

Background Our Client is a serial entrepreneur who has invested in multiple businesses. Now he is willing to invest in an e-commerce

Case Study of VC

Case Study of VC – Background This Case study is about Narbashiyat who is an Angel and Venture Capitalist firm, based in

Case Study of Retail

Case Study of Retail – Background This case study of Retail business is about Threads of Apollo operating, which, as an online

Case Study for NGO Financial Modeling

Background of the Case Study This Case Study for NGO is about – Hub Care that is an Australian-based NGO, that provides

Case Study For SaaS

Background – Case Study For SaaS This case study for SaaS is about Octopus Cloud that is a SaaS-oriented Company based in

• Contact sales

Start free trial

10 Free Event Planning Templates for Excel and Word

Planning an event can range from a meeting at work to a convention and everything in between. It’s another project where you have to manage time, cost and scope (and don’t forget quality) to deliver on a deadline. Using planning templates can help you stay organized and keep to your budget and they allow you to schedule and create the kind of event that serves its purpose, whether that’s networking at a trade show or launching a team-building workshop.

ProjectManager is award-winning software that can help you plan, manage and track your events. We’re also the online hub for everything project management-related. You can read weekly blogs, guides and download free event planning templates for Excel and Word. We have free templates for every phase of a project. Below, we collected 10 free event planning templates that you can use to propose, plan and manage your next event.

1. Event Proposal Template

Every event starts as an idea. Someone or some organization wants to have an event and puts out requests for proposals (RFPs). Just as you’d bid for any project, you have to propose why you’re the best contractor to do the job. Convincing that potential client is where our free event proposal template for Word comes in. It gives you the space to prove to stakeholders that you can do what they need to deliver a successful event.

2. Event Plan Template

Once you get the job you’ll need an event plan template to show how the event will run from start to finish. Our free event plan template for Excel helps make sure that you’ll meet deadlines and do so within the budget approved by your client. No different than any other type of project plan, the free event planning template identifies resources and includes phases to make it easier to manage.

Best of all, there’s an option to skip the Excel spreadsheet and get a free trial of ProjectManager , award-winning project management software that can do much more than a static template. Open the software in the Gantt chart to organize your event tasks and add resources and associated costs. You can even make assignments, attach files and add descriptions, tags, priority and more. Everything you add to the spreadsheet populates on a visual timeline so you can see the event in one place, adding milestones and linking dependent tasks to avoid delays. Then set a baseline to track your planned effort against your actual effort in real time, something you can’t do on a spreadsheet. Get started with ProjectManager today for free.

3. Event Budget Template

You got the job and you’re making a plan, but you need to have an event budget to know what to bill your client. If your financial forecast is off, then you could possibly be out a large sum of money. It could be enough to make the whole event a loss for you. To avoid that disaster, you need to use our free event budget template for Excel . This allows you to more accurately estimate the costs of the event before you commit to it so you can make a profit and not lose money.

It’s hard to know how much an event will cost . There are a lot of variables and you have to consider risk, which might impact the event’s costs. Our free budget template lets you collect costs, such as those associated with labor, any consultant fees you might have, raw materials and more. Of course, no two events are exactly alike. That’s why our free template is customizable. You can add things like marketing and promotions or anything else that might be missing from the template to ensure you come up with an accurate figure. There are even columns to track your actual budget against your planned budget to keep on track.

4. Event Marketing Calendar Template

Speaking of marketing, no event is successful without a marketing campaign to attract the event’s target audience. That’s easier said than done. Just like the event plan, there are deadlines, resources and costs involved. It doesn’t matter if you’re working on an email blitz, direct mail or even billboards; there’s a lot to coordinate. Our free event marketing calendar template for Excel helps you put all those ducks in a row. This versatile tool shows you the marketing campaign on a monthly, quarterly or yearly calendar. You can see who’s responsible for what and when that work is due.

The deceptively simple design is very powerful for marketing management . It’s a grid, the same as what you’d see in any calendar, but it allows you to look at the big picture and see the marketing campaign laid out over the month, quarter or year. The template is broken up into tabs, each with the date on the left and the name of the campaign. Following that are the tasks associated with that campaign, including a description, due date and who’s responsible for completing that work. Then you can add the cost for that task, which is a line item of the total budget. There’s even space to add the goals of the campaign and the duration of the entire marketing campaign.

5. Event Task Tracker Template

We’ve talked about landing the job, planning for the event, estimating the budget and even the marketing and promotion campaign that’ll ensure that it’s well attended. What we’ve not talked about yet is how to ensure you’re staying on track. To do that, you need to compare the planned versus actual effort. That way you can see if you’re adhering to your event schedule or lagging behind. You don’t want to find out that you’re behind schedule when it’s too late to take action. You don’t have to worry if you use our free event task tracker template for Excel .

You’ll find everything you need to track your tasks. There’s a place to list the name of your tasks and add a description of the work. If there’s a dependency , you can also list that to avoid costly delays. Then add who on your team is assigned to that task. There’s a place to add the priority of the tasks to know which needs to be done first and the due dates, including start, planned end and actual end dates. Then add the task status to know if it’s delayed, paused open or completed.

6. Event Timeline Template

Of course, all of this must be done within a certain timeframe. Events take place over a specific time, day or days. There’s no wiggle room. Marketing materials have been sent out with the time of the event and nothing is going to change that. Producing that event on time means you have to schedule wisely. Using our free event timeline template for Excel can help you make sure that everything is done when it needs to be done.

With our event timeline, you have two parts. On the left is a spreadsheet, again fully customizable, in which we have four columns. There you can list the tasks, start dates, end dates and duration. On the right is a visual timeline, like a Gantt chart , which automatically populates the timeline for your event. You can make phases different colors to make them easy to discern as you get an overview of the event plan in one place.

7. Cost-Benefit Analysis Template

Before you propose to produce an event, you need to know that the project is going to bring a return on your investment. Otherwise, you’re a charity, not a business (though even charities need to remain solvent to continue their good work). To determine whether the event is worth bidding for, use our free cost-benefit analysis template for Excel and see if the expenses you have to put out are going to be recouped.

Our free event planning template does this by capturing the quantitative costs , such as indirect, intangible and opportunity, and pushes those out to whatever the length of your event plan is. Then you list the quantitative benefits, such as direct, indirect, intangible and competitive, again forecast out over the life cycle of the event. From that, the template calculates the total cost and compares that to the total benefit to help you make the right decision.

8. RACI Matrix Template

If you’ve bid and won the event, then you’ve already done a cost-benefit analysis, plan and schedule. Now you have to get your team to work and keep your client updated. They do, after all, have a vested interest in your success. This requires identifying the stakeholders and defining their roles and responsibilities, including your team, and how they relate to the project and its tasks. This is done with our free RACI matrix template for Excel.

RACI is an acronym for responsible, accountable, consulted and informed. Our free event planning template is a spreadsheet in which you can list the project tasks as rows and across the top list all the members of your team, each as an individual column. Then next to the box where their name meets the task, you can note whether they’re an R, A, C or I. This greatly improves your management of the project, team and client.

9. Stakeholder Map Template

Another tool to identify the stakeholders in your event project is our free stakeholder map template for Excel . Remember, stakeholders can be anyone from your team and the target audience for the event, and, of course, the client. Using this visual tool makes it easy for you to see each stakeholder’s impact and how they influence your work.

The free event planning template is easy to use. It’s broken up into a grid of four squares. First, list your stakeholders and color-code them either green to indicate they’re an advocate, yellow if they’re neutral and red if they’re critical and potentially can block work. Then add each to the grip, which is broken up by how to manage them, keep satisfied, manage closely, and the level of their influence, from low to high. This helps you create a stakeholder management and communication plan .

10. Timesheet Template

Finally, you’ll need to keep track of your team as they do their work. Timesheets are valuable tools not only for payroll but to keep track of the cost per hour, vacation and overtime of your team. Using our free timesheet template for Excel can help you manage your team’s time while keeping track of their hours.

The timesheet template helps you track your employees. Start with capturing the personal data, such as name, department, hourly rate, etc. Then define a timeframe for the timesheet and collect their hours. Add the total work hours and you’re able to keep track of where they are in terms of completing their tasks and ensure they’re paid promptly and accurately.

Use ProjectManager to Deliver a Successful Event

Free event planning templates are great, but only to a point. For example, our timesheet template has to be manually inputted and there’s no security. ProjectManager is award-winning project management software that has timesheet features that automatically populate and give managers a real-time look into how far they are in completing their tasks. But that’s just one feature of many to help you manage and deliver a quality event for your client.

Plan Your Event on a Gantt Chart

Rather than using an event planning template, timeline template, event budget, tracker, etc., our Gantt chart organizes your tasks, resources and costs and tracks your progress in real time. You can link all four task dependencies and set a schedule baseline , which allows our software to show you real-time data on your progress and performance. That’s how you stay on track and don’t go over budget.

Track Your Progress on Real-Time Dashboards

It’s easy to edit the Gantt; just drag and drop as things change. All details of your event plan adjust accordingly. Then you can toggle over to our real-time dashboard and get a high-level view of everything from your time, cost to workload and the overall health of your project. You don’t have to waste time configuring it as you do with lightweight tools. It’s ready when you are.

Our software has more than Gantt charts, which are more suited for managers. There are kanban boards to visualize the workflow, task lists and calendars for your marketing and promotion push. The multiple project views all work in unison so no matter which tool you’re using, it has the most up-to-date data. Everyone is always on the same page.

Related Event Content

Whether you’re new to managing an event or have worked on dozens in the past, there’s always more to learn. Our site is an online hub for all things project management, which includes event planning. Here is a sampling of our weekly blogs, guides and tutorial videos.

• How to Plan an Event: Event Planning Steps, Tips & Checklist
• How to Plan a Virtual Event: Virtual Event Planning Checklist
• Event Management: A Quick Guide
• Event Project Management Software
• How to Create an Event Budget

ProjectManager is online software that empowers teams to plan, manage and track events in real time. Use our task management, risk management and resource management features to stay productive and on track. Our collaborative platform makes it easy to comment and share files wherever you are. Join teams at Avis, Nestle and Siemens who use our tool to deliver success. Get started with ProjectManager today for free.

Event Planning Business Plan

Ready to start your own event planning business? Set yourself up for success by creating a solid business plan. Download this business plan template, with pre-filled examples, to inspire your own plan.

Download a free event planning business plan template in PDF or Word doc format

This form will load shortly, thanks for your patience.

What you'll get with this template:

• A complete business plan Unlike other blank templates, our business plan examples are complete business plans with all of the text and financial forecasts already filled out. Edit the text to make the plan your own and save hundreds of hours.
• A professional business plan template All 550 of our business plans are in the SBA-approved format that’s proven to raise money from lenders and investors.
• Instructions and help at every step Get help with clear, simple instructions for each section of the business plan. No business experience necessary.
• A Word doc you can edit We don't just have PDF documents that make editing a challenge. Each plan is available in Word format so you can start editing your business plan example right away.

Key sections in this event planning business plan:

All of our sample business plans are complete and include all of the sections that bankers and investors expect to see. Every plan includes the following sections:

• Executive Summary : A quick overview of your plan and entices investors to read more of your plan.
• Company : Describes the ownership and history of your business.
• Products and Services : Reviews what you sell and what you’re offering your customers.
• Market Analysis : Describes your customers and the size of your target market.
• Strategy and Implementation : Provides the details of how you plan on building the business.
• Management Team : An overview of the people behind the business and why they’re the right team to make the business a success.
• Financial Plan : A complete set of forecasts including a Profit and Loss Statement, Cash Flow Statement, and Balance Sheet.

If you're interested in learning how to write a business plan, read our free in-depth guide to writing a business plan , download our free Business Plan Template , and check out LivePlan —our award-winning business planning software.

Looking for a sample business plan PDF? You can download a few PDF examples below:

• Accounting and Bookkeeping Sample Business Plan PDF
• Agriculture Farm Sample Business Plan PDF
• Cleaning Service Sample Business Plan PDF

Our biggest savings of the year

Black Friday Save 60%

for life on the #1 rated business plan software