Like managing any complex project, there are a ton of moving parts that must come together perfectly to pull off a successful event—even virtual ones! The best templates will help you execute all of these elements and then some.

With multiple views, task statuses, and customizable features built right in, your perfect template will ease the pain during the planning process so you can simply enjoy the event when it arrives!

With 10 detailed event planning templates for everything from virtual happy hours to your next company-wide conference. Well-planned events can do wonders for your reputation, company morale, community engagement, and more! Events are a great way to connect with your community, give back to your employees, encourage networking, and draw in more business.

They are an extension of your company and every little detail reflects the core values and philosophies of your brand as a whole. Showing that you put time and effort into creating a meaningful experience for a group of people you appreciate is a really impactful gesture.

It may be as big as a virtual conference or as small as a catered team lunch, but your next occasion will require a specific and thorough event project management process. Here are 10 of our favorite event planning templates for ClickUp, Microsoft Office , and Excel that check every box.

The Event Project Brief Template by ClickUp helps event teams plan, track, and organize projects. With this template, your event team can create a project outline quickly and efficiently.

The template includes tasks for each event phase, from pre-planning to post-event evaluation. Each task and subtask is structured with assignees, due dates and estimated hours for effort tracking.

The template ensures that each phase of the event is planned thoroughly, without missing key steps or communication points. This is the perfect way to ensure that all tasks. While the previous template is an excellent resource for event planners juggling multiple events, this Large Event Planning Template by ClickUp is created for those planning large stand-alone events like sporting events, music festivals, conferences, and more.

With 16 custom task statuses and four project view types included, this template Folder has everything you need to execute mid-sized events with separate Lists for managing your overarching vendors , checklists, RSVPs, and budgets.

Plus, in true ClickUp fashion, this template automatically applies a Getting Started Guide to cover the ins, outs, and must-dos to make this template really shine. This template helps you stay in control when it comes to your spending by establishing due dates, laying down key action items, and managing the venue selection process in pre-built Lists.

You can also keep an eye on upcoming expenses with three custom statuses for purchases left To Do , In Progress , or Complete. The Event Management Template by ClickUp is the stepping stone to its Event Planning template see recommendation 1. With separate event Lists, three custom statuses, Tags, and six workflow views included in this Folder, you can organize multiple events at a time—and deliver them within budget!

Custom Fields are where this template really hits its stride with eight categories for filtering, sorting, and grouping tasks by various budget-related items.

You can even add data like progress percentages, payment statuses, and location to your workflow view for more information at every glance. This Events Planning Document Template by ClickUp is the day-of checklist that covers everything—seriously, everything. Need an extra page? No problem!

Easily copy pages, add new ones, or create subpages to customize your template even further in an organized visual hierarchy. On each page, formatting is automatically created to help you distribute and access must-have information as quickly as possible.

With checklists that you can strike off when completed even from your mobile device , pre-built tables for your guest list, and Slash Command tips, this ClickUp Doc is the ultimate guide to calm your event planning jitters.

This Event Template helps you stay on top of event information in an Excel workbook with different worksheets for your project parameters, project details, and project totals. This is a great template for comparing the bottom line for multiple projects in the event that you need to present findings to stakeholders or reassess your budget.

If you prefer to see all of your event information organized in a spreadsheet format, this Event and Party Planner Template for Excel is right up your alley. Better for small to mid-sized events, this single spreadsheet template is divided into sections to add guest information, musical arrangements, decorations, supplies, notes, and more.

Each section has a number of related columns to convey whether an item has been completed or not, as well as a cumulative breakdown of your budget and expected costs. Not a spreadsheet girlie? This Event Planner Template for Microsoft Word will help you achieve the same amount of structure in a formatted document.

This is an easy template to set up and edit for each event on your calendar and is best used for tracking milestones or key updates in the event planning process. When presenting event progress to managers or stakeholders, you can use this template to express where you are on your project timeline and the major tasks that are still yet to be completed.

You can assign tasks to specific team members and monitor progress in one easy-to-navigate interface. With all the essential event-planning details in one place, you can rest assured that your event will be successful.

This Five-Day Event Schedule Template by Microsoft is as helpful for the guests as it is for the event planner. Conferences and networking events are often several days long and can feature dozens of speakers, scheduled lunches, activities—and minimal breaks.

This free event planning template can be kept on hand during the event and used by the event organizers to ensure each element is starting and ending as expected.

And for guests, this template can be edited throughout the event or used ahead of time to plan each day around their most anticipated speakers or sessions. Event ended Free Sample Class. Follow this organizer to stay informed on future events By Ryan Kessler. Events you might like.

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Customizability: Every event is unique, so your event planning template should be flexible enough to accommodate your specific needs. Look for templates that allow you to add, remove, or modify sections as needed. Ease of Use: An event planning template should simplify your work, not complicate it.

It should be easy to understand and navigate, with a clear, intuitive layout. This means multiple people can view and edit the template simultaneously, making it easier to coordinate efforts and keep everyone on the same page.

Accessibility: Your event planning template should be accessible from anywhere, at any time. This is especially important if you or your team members are often on the go. Look for cloud-based templates that can be accessed from any device with an internet connection.

Scalability: Finally, consider whether the template can handle the size and complexity of your event. Think of your ideal event planning template as a structure to layer on top of your project management tool to give you and the team a clear starting point from the get-go.

Templates are more than just a plug-and-play resource for double-checking your work. To make the most of them, your event planning templates should offer support during every event-related task with dynamic features like workflow automation, customizable task statuses, and flexible project views.

Plus, event planning is a collaborative job. TL;DR , event planning can be stressful. But with the right template? There is hope. ClickUp is the all-in-one productivity platform for event planners, teams, and stakeholders to brainstorm, act on their ideas, and bring events to life using a single collaborative Workspace.

With a rich set of completely customizable features , 15 unique workflow views, and over 1, integrations , ClickUp helps teams access work across apps and streamline any process. Visit our Help Center for support. Templates 10 Free Event Planning Templates and Checklists to Get Ready for Haillie Parker Writer.

December 19, 9min read. This Article Contains:. Why is Event Planning Important? Event Brief Template by ClickUp 2. Large Event Planning Template by ClickUp 3. Event Budget Template by ClickUp 4. Event Management Template by ClickUp 5.

Events Planning Document Template by ClickUp 6. Event Planning Tracker Template by Microsoft Office 7. Word Event Planner Template by Microsoft Office 9.

Event Marketing Template by ClickUp Flyers are a tried-and-true method for showcasing an event or running a promotion. Not only can flyers get more attendees to your event, but they can also help you gain new customers, too. There are a variety of bold fonts, fun layouts, and other ways to make your flyer stand out on a bulletin board or at an activity fair or business gathering.

There's no right or wrong way to complete your design—with so many ways to use the free editing tools, the possibilities are truly endless. It also mentions about parking and catering services.

Size: 7 kB Download. This event budget form presents potential location costs like site rental fee, projected tips, license fee, additional labor cost and potential rental needs like heat, furniture, drape, carpeting, tents, etc.

as well as potential food and beverage costs like catering, beverages, equipment, utensils, labor, etc. This event contract form presents date of event, type of event, contract information such as name, address, phone number, cell number, email id and approximate guest count, required room, deposit payment mode as well as name and address of the party paying the deposit.

This event evaluation form presents event name, date, time, location, rain location, approximate attendance, weather information, list of sponsors, list of advertising methods, budget summary, incidents, general evaluation and feedback from the attendee. It also request to attach documents like survey, event agenda, etc.

This event feedback form presents details like event name, date, contact name, mailing address, email id and occupation. It inquires details about the method of information the person got to attend the event like flyer, email, newsletter, etc.

It also asks the reason to attend the event and obtains rating for the event. Size: 27 kB Download. This event management form presents event name, organizer name, date and time of the event and venue details.

It also presents objective of the event, reservation for auditorium required, transport required, number of participants including students, guests, etc.

It mentions the estimated expenditure and additional requirements. This event order form presents client information like company name, contact name, billing address, delivery information like delivery date, pick up date, delivery address and furniture details.

It also mentions details of utensils, linen, floral, glassware and food service equipment. This event planning form presents event title, event manager, run dates, location, number of participants, services required, budget plan details, planning committee members, contingency plan details, project task information.

It requests to complete and submit the form thirty days before the event. This event planner form presents details like event name, location, date, estimated attendance, start and end time as well as set up requirements like tables, chairs, linens, stage sections.

It also mentions additional requirements like microphone, projector, technician, screen, sound system, piano and backdrop. This event proposal form presents contact information such as contact person, phone, email id and affiliation.

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:.

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. 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.

Try Smartsheet for free, today. Get started for free. Get free templates. Breadcrumb Content Center Managing Work Marketing management. Create an Outstanding Experience with Free Event Planning Templates Try Smartsheet for Free.

Get a Free Smartsheet Demo. By Joe Weller October 4, updated December 29, Share on Facebook Share on Twitter Share on LinkedIn Copy link.

Link copied. In this article. Event Planning Templates Event Planner Template. Event Budget Templates Conference Budget Template - Excel.

Event Venue and Vendor Templates Food Vendor Application Template. Sign-Up and Attendance Templates Event Sign-Up Sheet Template. 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.

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.

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.

Budget: Consider both costs and revenue as you plan your event. 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. Looking for more. Free day trial Enable everyone to work better, at scale, with Smartsheet.

For example, I helped to organize a youth artwork contest. I contacted local fast food companies and youth clothing companies for the contest prizes. I was able to get a large duffle bag, a sweatshirt, and several gift certificates from local businesses.

When you are successful in requesting the samples, be sure to write thank you letters, including photos and videos to show how the samples were used and how the companies received recognitions.

Good luck and best wishes on your efforts in requesting multiple samples and donations. How to Request Bulk Freebies and Multiple Samples for Special Events, Fundraising, and Organizations. Contact nonprofit groups such as Gifts in Kind International.

These groups take extra inventories from manufacturers and redistribute them to other nonprofits. You may have to complete applications and wait to use these services. Flyers are a tried-and-true method for showcasing an event or running a promotion.

Not only can flyers get more attendees to your event, but they can also help you gain new customers, too. There are a variety of bold fonts, fun layouts, and other ways to make your flyer stand out on a bulletin board or at an activity fair or business gathering.

There's no right or wrong way to complete your design—with so many ways to use the free editing tools, the possibilities are truly endless.