Excel
Featured
Event Run of Show
Minute-by-minute schedule with cues, owners, and AV — the document the floor manager runs from.
Events
Run-of-show, attendee management, and end-to-end event planning checklists.
In practice
How teams usually use Events templates
Events work is one part logistics, one part stakeholder management, and one part controlled paranoia. Strong templates help you keep the day moving while leaving space for judgement when the plan changes.
- Plan internal leadership events, off-sites, town halls, and client-facing sessions.
- Track suppliers, attendee needs, run-of-show timings, and briefing notes.
- Create repeatable closeout routines so learnings carry into the next event.
Common ways this work goes wrong
- Watch for this. Assuming venue, AV, and transport details will stay stable without reconfirmation.
- Watch for this. Skipping owner fields for critical tasks in the final week.
- Watch for this. Treating executive hosting notes as an afterthought.
Word
Featured
Off-Site Planning Template
Plan a 2-3 day leadership off-site that produces decisions, not just photos of the team in a field.
Checklist
Event Planning Checklist
End-to-end checklist covering scope, suppliers, attendees, and run-of-show.
Excel
Event Budget Tracker
Track every line item from quote to invoice — with variance against budget and approver column.
Excel
Venue Booking Comparison
Side-by-side venue comparison — capacity, day rate, AV, catering, distance, scorecard.
Word
Speaker Brief Template
One-page brief sent to every speaker at every event — audience, slot, tech, format, what's expected.
Checklist
Webinar Production Checklist
End-to-end production checklist for a corporate webinar — from invite copy to follow-up email.
Word
Investor Day Planning Pack
Workback plan for an annual investor day — content, logistics, comms, and the day itself.
Word
Trade Show Booth Plan
Plan a trade-show booth presence — staffing rota, lead capture, give-aways, follow-up.
Excel
Conference Sponsorship Tracker
Track every sponsorship deal, deliverable, contact, and deadline across multiple conferences in a year.