Event planning with Excel

Every form of an event is subject to precise planning. Be it to organize a private party or an event for the company or even to support an external client with his celebration or performance.

Here, nothing must be left to chance, otherwise, in the worst case, the event may even fall through because, for example, a required permit is not available.

To ensure a smooth process, I have created a kind of checklist for event planning using Excel.

Table of Contents

Structure of the event planner

The Excel template is divided into several worksheets:

  • General
  • Program
  • Service provider
  • Requirements
  • Marketing
  • List of participants

Based on this compilation, it should be easy for you to consider all necessities. Simply add your individual requirements to the entries or choose from the ready-made dropdowns.

In detail, it then looks like this…

General tab sheet

General spreadsheet of the event planner
General spreadsheet of the event planner

Here you record what type of event it is, how long it goes on for, what the theme is, what your goals are, and the makeup of the target audience.

In addition, of course, the number of participants, their nationality, denomination and the number of children and/or spouses is important or can be important.

The financial component may play a role, so a section has been added for self-funded and leveraged.

Place and location of the event is important, as there are also various constraints attached to it. An outdoor event presents itself in many ways more complicated compared to a conference hall.

Also important is the question of equipment that is already available or that still needs to be organized:

  • Stage
  • Elevator
  • Checkroom
  • Parking spaces
  • Kitchen
  • Artist dressing room
  • Workshop
  • Technology (IT, server room, internet, WiFi, beamer etc.)

Equipments are fed by a dropdown. To do this, enter your values in the column to the right of it. They will then automatically appear in the dropdown menu.

Also in the “General” tab, there is a checklist for:

  • Key, master key
  • telephone list of all planners and responsible persons involved
  • elaborated emergency program

The program of the event planner

The next worksheet deals with the actual program. Here you can create an overview of all program points and enter time periods, contents, actors and responsible persons.

Program of the event
Details of the program

A further subdivision into main program, single action, ongoing actions and highlights give even more possibilities to consider everything

Of course, you can add to the list as you wish.

Service providers needed for the event

Service provider needed for the event
A list of service provider for the event

The “Service Provider” worksheet lists all types of support. From stage construction to advertising, everything is represented (hopefully):

  • Stage construction
  • Film / Music
  • Photographer
  • Hostesses
  • Artist management
  • Laser technology
  • Pyrotechnics
  • Moderator
  • Outdoor
  • Speakers
  • Transfer
  • Transport
  • Advertising
  • Catering / Meals
  • Accommodation

Requirements at an event

Which authorities must be informed? Is janitor, fire department, sanitary service necessary? Is there a curfew or other things that need to be considered?

With the help of this checklist, you can check everything.

List of requirements for the event
Requirements for the event

Marketing of the event

Depending on the type of event, different types of marketing can be used. Some can be done by the company directly or by an agency. In any case, production and publication should take place in good time so that interested parties can actually attend the event.

Advertising activities for the planned event
Advertising and marketing for the event

The following things may be of importance:

  • Corporate identity (CI, logo, colors, fonts)
  • Create and distribute printed matter, flyers (see below)
  • Direct advertising by mail or post
  • Website
  • Radio, TV
  • Social Media
  • Social media marketing (Facebook ADs e.g.)
  • Sponsors

Printed matter:

  • Invitation, Flyer
  • Program
  • Stationery
  • Envelopes
  • Signs (names, badge, table, signage, lectern)
  • Banners
  • Roll-up displays
  • Forms
  • Lists
  • Folders
  • Give-away

List of participants to the event

List of participants of the event
List of participants

The most important thing at the end. Of course, the list of participants must not be missing! Record here the names, the number of people who may accompany the participant, and the date of acceptance or cancellation.

Following up with no feedback is certainly a good idea as well.

Download of the event planner

If you like my templates, I’m looking forward to a little donation 🙂

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