Editable Worksheets and Checklists to Help You Achieve Event Planning Success
The strategies found in the The Event Planning Toolkit can be applied to any event that comes your way. You may not use every single play you learn for every event you plan. But the book will help you develop the tools you need to organize any event that comes your way. As you read each chapter, you will learn how to create a customized plan for each of your events by using relevant worksheets and checklists. For example, when you read chapter 5 on establishing goals, use the Goal Statement found below to articulate exactly what you hope to achieve at your next event. From there you can move on to complete a budget worksheet, venue selection checklist, and so on.
The templates found here are representative of the kinds of documents you can use to stay organized and stay on track throughout the event planning process and throughout the actual event. Having this information in one binder, computer file, or online system will save you from wasting your precious time wading through emails trying to find that one phone number you need in a hurry.
How to Get the Most From Your Worksheets and Checklists
Use these editable worksheets and checklists over and over again. Download them as needed to create and save custom forms for each of your unique events. Once you’ve completed each worksheet and checklist, before you know it you will have cleared a path toward true event planning success.
Store your customized worksheets in a dedicated location on your computer, in a shareable folder in the cloud using Dropbox or Google Drive. Or better yet, print them out and organize them in an actual three-ring binder, and—Poof!—you’ve created a portable, living action plan that will accompany you to each site visit, planning session, and vendor appointment.