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Spreadsheet · Digital download

Event Planner Business Kit

Event planner business kit: services agreement, client intake brief, run of show, vendor contact sheet, 12-month checklist, day-of SOP and a proposal, event and profit workbook.

DOCXXLSXPDF10 files995 KB
Price $39.99USD

  • Instant digital download — nothing is shipped.
  • Secure checkout by Stripe.
  • Version 1.0.0 · updated Nov 10, 2026.

Description

Everything a wedding or event planner needs to run the business side: a services agreement with retainer, postponement and vendor clauses; a client intake brief; a run-of-show template with a worked example; a vendor contact sheet; a 12-month planning checklist; and a day-of coordination SOP with emergency kit list. The workbook prices proposals from your own package list, tracks every event from enquiry to final payment, keeps a vendor budget for each client event and shows your monthly profit.

Editable documents (6 DOCX files, US Letter): Event Planning Services Agreement; Client Intake & Event Brief; Event-Day Timeline & Run of Show; Vendor Contact Sheet; 12-Month Planning Checklist; Day-of Coordination SOP & Emergency Kit.

Operations workbook (9 sheets, 6,071 formulas): Settings, a 20-item price list of planning packages, add-ons and rentals with margins, a proposal calculator (retainer, balance, cost and gross profit), an event tracker with balances and overdue flags, a vendor budget sheet per event (budget vs contracted, deposits, due-soon and past-due status), income and expenses, a monthly profit summary and a dashboard with chart. The Example copy is filled with a fictional event planning studio (Marigold & Main Events) (96 events, 237 income and expense lines); the Blank copy has the price list and drop-down lists ready to edit.

Printable PDF in US Letter and A4 (14 pages): a quick start and every document, ready to print and fill in by hand.

Tested: workbook formulas recalculated in LibreOffice Calc and checked against independently computed values (example, blank and an edge-case copy); DOCX files opened and rendered in LibreOffice Writer. Not tested in Microsoft Excel, Word, Google Sheets/Docs or Apple apps.

Contract-style documents are templates, not legal advice; have them reviewed for your jurisdiction. General information, not legal, tax, accounting or safety advice.

Who it's for: Wedding planners, day-of coordinators, social and corporate event planners, solo or with a small team..

Included files

  • event-planner-business-kit-v1.0.0-all-files.zipAll files in one ZIP (includes licence)ZIP
  • EP-01-Event-Planning-Services-Agreement.docxClient agreement: services, retainer and payment schedule, vendor responsibility, changes, cancellation and postponement (editable DOCX, US Letter)DOCX
  • EP-02-Client-Intake-and-Event-Brief.docxFirst-meeting questionnaire: event basics, budget priorities, guest details, style, traditions, accessibility and vendors already booked (editable DOCX, US Letter)DOCX
  • EP-03-Event-Day-Timeline-Run-of-Show.docxMinute-by-minute run of show with owner and location for every cue, plus load-in, curfew and key music cues (editable DOCX, US Letter)DOCX
  • EP-04-Vendor-Contact-Sheet.docxOne page with every vendor's day-of contact, arrival time, setup location, balance due and confirmation (editable DOCX, US Letter)DOCX
  • EP-05-12-Month-Planning-Checklist.docxPlanning SOP from booking to wrap-up: what to do 12 months, 9, 6, 3 months, 6 weeks, 2 weeks and days before (editable DOCX, US Letter)DOCX
  • EP-06-Day-of-Coordination-SOP-and-Emergency-Kit.docxEvent-day procedure for you and assistants, an emergency kit checklist and an incident log (editable DOCX, US Letter)DOCX
  • Event-Planner-Kit-Workbook-Example.xlsxOperations workbook filled with a fictional event planning studio (Marigold & Main Events): 9 sheets, 6,071 formulasXLSX
  • Event-Planner-Kit-Workbook-Blank.xlsxBlank operations workbook: price list and lists ready to edit, no entriesXLSX
  • Event-Planner-Kit-Printables-Letter.pdfPrintable kit: quick start and every document (US Letter, 14 pages)PDF
  • Event-Planner-Kit-Printables-A4.pdfPrintable kit (A4, 14 pages)PDF
  • LICENCE.txtLicence summaryTXT
  • Plus a single ZIP with every file and the licence (756 KB).

How to use

Start with the quick start in the PDF. Fill in Settings and the Price List in the blank workbook, then use the intake form and agreement for each new client, quote with the Quote Calculator and log every event and payment as it happens.

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Frequently asked questions

Is this a physical product?

No. This is a digital download. Nothing is shipped — you download the files from your account after purchase.

How do I get my files?

After payment, go to My Downloads in your account. Your purchase stays available there to re-download.

What can I do with it?

Use for yourself, your household or your own business. Print unlimited copies for that use. No reselling or sharing the files.

Does the vendor budget assume I pay vendors?

No. It tracks the client's vendor budget, contracted amounts, deposits and due dates so you can remind the client before a balance is due. Change the 14-day warning on Settings.

Can I use it for corporate events?

Yes. Rename the packages and service types on the Price List and Settings; the agreement, run of show and vendor sheet work for corporate events too.

Can I put my own logo and business name on the documents?

Yes. Every DOCX is fully editable: replace the header with your logo, change the wording and save your own versions. The standard licence lets you use completed documents with your own clients.

Is the agreement legally binding as is?

It's a starting template, not legal advice. Rules differ by state, province and country, so have a local lawyer review it before you use it.

Do I need A4 documents?

The PDF comes in US Letter and A4. The DOCX files are set to US Letter; switch them to A4 in your word processor's page setup.

Which apps has it been tested in?

LibreOffice Calc and Writer (formulas recalculated and checked against expected values). Not tested in Excel, Word, Google Sheets/Docs or Numbers/Pages.

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