Event Plan Template

Event plan: goals, venue, budget, gantt timeline, vendors, guest list, run of show, roles, contingency, review

個人・PKM標準event plan diagram更新 2026/10/20

使い方: Use it for celebrations, reunions, workshops or community events. Fix the goal, date, headcount and budget first, then book the venue. Main pitfall: no single source of truth for guest numbers when vendors need a final count.

プレビュー

Event Plan: [Event name]

A plan for a private or community event such as a celebration, reunion, workshop or fundraiser: overview and goals, date and venue, budget, timeline, vendors, guest management, run of show, roles, contingency and post-event review. Based on common event-planning practice. Replace every [bracketed] value and every row marked Example.

Field	Value
Event	[Example: 10-year team reunion dinner]
Type	[Celebration / Reunion / Workshop / Fundraiser / Community]
Date and time	YYYY-MM-DD, [HH:MM] to [HH:MM]
Venue	[Venue name, address]
Expected guests	[N]
Total budget	[$N]
Organiser	[Name]
Status	[Planning / Confirmed / Done]
Last updated	YYYY-MM-DD

1. Event overview and goals

[Example: A relaxed dinner to reconnect the original team ten years after launch, with a short slideshow and an informal speech.]

Goal	Measure of success
Example: Bring the original team together	35 of 50 invited attend
Example: Everyone feels included	No one sits alone; seating plan mixes groups
Example: Stay within budget	Final spend within 5% of plan
[Goal]	[Measure]

2. Date and venue

Item	Detail
Date options considered	[YYYY-MM-DD, YYYY-MM-DD]; chosen because [reason]
Venue	[Name, address, contact]
Capacity	[Example: 60 seated]
Booking terms	[Example: $500 deposit, non-refundable after YYYY-MM-DD; final numbers due 7 days before]
Access	[Example: step-free entrance, accessible toilet, parking for 20 cars, 5 min from metro]
Included	[Example: tables, chairs, linens, projector]
Restrictions	[Example: music off by 23:00; no confetti]

3. Budget

Line	Planned	Paid to	Status
Example: Venue hire	$800	[Venue]	Deposit paid
Example: Catering (40 x $45)	$1,800	[Caterer]	Quote accepted
Example: Drinks	$600	[Supplier]
Example: Decorations and flowers	$250	[Florist]
Example: Photographer (3 h)	$450	[Name]
Example: Printing and invitations	$100	[Printer]
Example: Contingency	$200
Total	$4,200		Must equal total budget

Funding: [Example: $4,200 split across 4 hosts; or ticket price$ 35 x 40 = $1,400 plus host contribution$ 2,800].

4. Planning timeline

The chart below shows the planning phases; replace the dates with your own.

Deadline	Task	Owner	Done
YYYY-MM-DD	Venue booked and deposit paid	[Name]	[ ]
YYYY-MM-DD	Save-the-date sent	[Name]	[ ]
YYYY-MM-DD	Invitations sent with RSVP date	[Name]	[ ]
YYYY-MM-DD	Final numbers and dietary needs to caterer	[Name]	[ ]
YYYY-MM-DD	Run of show shared with helpers	[Name]	[ ]

5. Vendors

Vendor	Service	Contact	Cost	Deposit / due	Cancellation terms	Confirmed
Example: [Caterer]	Buffet dinner for 40, 3 vegetarian, 1 gluten-free	[Phone, email]	$1,800	30% by YYYY-MM-DD	Full refund until 14 days before	[ ]
Example: [Photographer]	3 hours, edited photos in 2 weeks	[Phone, email]	$450	$100 on booking	Deposit non-refundable	[ ]
[Vendor]	[Service]	[Contact]	[$N]	[Terms]	[Terms]	[ ]

6. Guest list management

Name	Invited	RSVP	Plus-one	Dietary / access needs	Table	Notes
Example: [Guest name]	YYYY-MM-DD	Yes	No	Vegetarian	2	Giving a short speech
Example: [Guest name]	YYYY-MM-DD	Pending	Yes	Wheelchair user	1	Near entrance
[Name]	YYYY-MM-DD	[Yes / No / Pending]	[Yes / No]	[Needs]	[N]	[Notes]

Summary: invited [N], confirmed [N], declined [N], pending [N]. RSVP deadline: YYYY-MM-DD.

7. Run of show

Time	Activity	Location	Lead	Notes
15:00	Venue access; set-up of tables and decorations	Main room	[Name]	Florist arrives 15:30
17:00	Caterer arrives; sound and projector check	Main room	[Name]	Test slideshow
18:30	Guests arrive; welcome drinks	Foyer	[Name]	Name badges at door
19:15	Dinner served	Main room	[Caterer]
20:30	Welcome speech and slideshow (10 min)	Main room	[Name]
22:45	Last drinks; thank-yous	Main room	[Name]
23:00	Guests depart; pack-down	All	[Name]	Return keys by 23:30

8. Roles

Role	Person	Responsibilities	Contact
Lead organiser	[Name]	Overall decisions, budget, vendor contracts	[Phone]
Guest coordinator	[Name]	Invitations, RSVPs, seating, welcome desk	[Phone]
Venue and set-up	[Name]	Layout, decorations, pack-down	[Phone]
Programme and AV	[Name]	Speeches, slideshow, music	[Phone]
First aid and safety	[Name]	First-aid kit, exits, incidents	[Phone]

9. Contingency plan

Risk	Trigger	Response	Decision maker
Example: Bad weather (outdoor part)	Forecast rain over 50% two days before	Move drinks indoors; venue confirmed this option	[Name]
Example: Caterer cancels	Any time	Backup caterer [name, phone] or restaurant order	[Name]
Example: Low turnout	Under 25 confirmed by RSVP date	Reduce catering numbers before the final-count deadline	[Name]
Example: Medical incident	Any	Call [local emergency number]; first aider attends; nearest hospital [name]	[Name]
Example: AV failure	Projector not working	Slideshow on laptop passed around; speech goes ahead	[Name]

10. Post-event review

Review date: YYYY-MM-DD. Attendees: [names].

Area	What worked	What to change next time
Attendance	[Example: 38 of 50 came]	[Example: send reminders 3 days before]
Budget	[Example: $4,050 actual vs$ 4,200 plan]	[Change]
Venue and vendors	[Observation]	[Change]
Programme	[Observation]	[Change]

Final payments made and receipts filed
Thank-you messages sent to guests, helpers and vendors
Photos shared with guests who agreed
Lessons added to the template for next time

Standard and licence note

Based on common event-planning practice. Template licence: MIT.