Event Planning Templates For Corporate Events

Dear Event Planner,

“What really makes a corporate event a success?” Many would say that one of the hardest events for most people to plan is a corporate event. Even a small event for less than a couple of hundred people can be a real challenge if you are not a professional party planner. Event co-ordinators would agree that it’s easy to be overwhelmed by the amount of work required if you do not have sufficient experience … But there is good news for you! We’ve consistently found that corporate events and functions that are planned sufficiently early and in detail are :

Within budget, because there are less unexpected expenses;

Less stressful on the planner, because most common pitfalls can be prevented; and More fun & unforgettable, because everyone, including you, can feel comfortable, relaxed & ready to have a good time! And why is this so important? That’s because you want to make absolutely certain that your guests remember you and your company for all the right reasons. And, of course, if everyone gets on well together, laughs & enjoys themselves, you can be guaranteed that they’ll remember you for a long, long time ... The templates included should help you identify the majority of your event’s requirements & give you a “fast forward” into planning the event. Add additional notes, or let them inspire you to make your own ’templates’ - I recommend you print them out & get started right away!

As a SPECIAL BONUS, I’ve also included “17 Professional Tips For Planning Corporate Events” . Take a moment to read through these “nuggets”, as they cover the common problems that you want to prevent. Whether or not you decide to use our services, I wish you the best of luck in planning & executing a successful event!

PS. I’d love to hear your feedback & results so that we can improve these templates & offer an even better gift to other event planners just like you!

Event Planning Worksheet

Pre-Planning Event Name: Event Date/s - 1st choice :

2nd choice:

Event Start Time:

Event End Time:

Contact Person 1: Tel:

Cell:

Fax:

Email:

Contact Person 2: Tel:

Cell:

Fax:

Email:

Estimated Number of Attendees: Venue - 1st choice: Venue Contact Person: Tel:

Cell:

Fax:

Email:

Venue - 2nd choice: Venue Contact Person: Tel:

Cell:

Fax:

Email:

Event Type

 Banquet/Dinner  Workshop  Seminar  Concert  Dance  Expo  Family Day  Lecture\Meeting  Multimedia/Internet  Press Conference  Cocktail Reception  Religious Activity  Theatre  Marketing Booth

©2009 Perform! Marketing Solutions

Setup Type

Setup Sketch

 Auditorium  Banquet/Dinner - tables of 6  Banquet/Dinner - tables of 8  Banquet/Dinner - tables of 10  Conference - Rectangle  Conference - U-Shape  Conference - Square  Empty Room  Classroom Style  Standing Cocktail Reception

Corporate Magician & Infotainer, Marcel : www.corporatemagician.co.za

Event Planning Worksheet

Guests, Venue, Catering Guests Total Number of Guests: Number of Adults:

Number of children (under the age of

):

Event Venue Venue name: Location of Venue: Address of Venue: Contact Person: Tel:

Cell:

Fax:

Email:

Set up Time and date: Cancellation policy reviewed Deposit Paid :

/

Venue confirmed

Map to venue for guests

Balance of Invoice Paid :

/

/

/

Catering Contact Person: Tel:

Cell:

Fax:

Email:

Menu:

Special Requirements:

 Vegetarian/Vegan

Open bar

Cash bar

 Kosher

 Halal

 Allergens

Limited bar - limit:

Bar requirements (special requests/ limits): Cancellation policy reviewed Deposit Paid :

/

©2009 Perform! Marketing Solutions

Catering (food) confirmed /

Catering (drinks) confirmed

Balance of Invoice Paid :

/

/

Corporate Magician & Infotainer, Marcel : www.corporatemagician.co.za

Event Planning Worksheet

Décor & Flowers Décor Company:

Contact Person:

Tel:

Cell:

Fax:

Email:

Theme: Colour scheme: Description of room with themed layout:

Matching seat covers

 Centre piece on tables

Cancellation policy reviewed Deposit Paid :

/

 Draping

Confirmed setup date & time: /

/

Balance of Invoice Paid :

/ /

H /

Flowers Company:

Contact Person:

Tel:

Cell:

Fax:

Email:

Description of arrangements:

Cancellation policy reviewed Deposit Paid :

/

©2009 Perform! Marketing Solutions

Confirmed setup date & time: /

/

Balance of Invoice Paid :

/ /

H /

Corporate Magician & Infotainer, Marcel : www.corporatemagician.co.za

Event Planning Worksheet

Table Planner Table Number Seat

Name

Cell

Email

1 2 3 4 5 6 7 8 9 10

Menus

Seat name-tag

Centre piece

Appetizers

Beverages

Event Programme

Table Number Seat

Name

Cell

Email

1 2 3 4 5 6 7 8 9 10

Menus

Seat name-tag

Centre piece

Appetizers

Beverages

Event Programme

©2009 Perform! Marketing Solutions

Corporate Magician & Infotainer, Marcel : www.corporatemagician.co.za

Event Planning Worksheet

Entertainment Entertainment

Name of Entertainer:

Company:

Contact Person:

Tel:

Cell:

Fax:

Email:

Description of act/performance:

Performer/Entertainer brief:

Call time :

Starting time:

Duration of entertainment:

Technical Requirements:

Microphone: Cancellation policy reviewed Deposit Paid :

/

Transport:

©2009 Perform! Marketing Solutions

Contract sent:

/

/

Balance of Invoice Paid :

/

/

/

Accommodation:

Corporate Magician & Infotainer, Marcel : www.corporatemagician.co.za

Event Planning Worksheet

Presentations, Technical, Recording Speeches and Presentations Speaker 1: Name:

Topic:

Duration:

Time of speech:

Speaker 2: Name:

Topic:

Duration:

Time of speech:

Speaker 3: Name:

Topic:

Duration:

Time of speech:

Sound and Lighting equipment Company: Tel: Fax:

Contact Person: Cell: Email:

Brief & requirements:

Photographer Company: Tel: Fax:

Contact Person: Cell: Email:

Videographer Company: Tel: Fax: ©2009 Perform! Marketing Solutions

Contact Person: Cell: Email: Corporate Magician & Infotainer, Marcel : www.corporatemagician.co.za

Event Planning Worksheet

Delegation of Tasks Staff Responsibilities

Staff Member’s Name:

Cell:

Email address:

Task 1:

Deadline of task:

Task 2:

Deadline of task:

Task 3:

Deadline of task:

Staff Member’s Name:

Cell:

Email address:

Task 1:

Deadline of task:

Task 2:

Deadline of task:

Task 3:

Deadline of task:

Staff Member’s Name:

Cell:

Email address:

Task 1:

Deadline of task:

Task 2:

Deadline of task:

Task 3:

Deadline of task:

©2009 Perform! Marketing Solutions

Corporate Magician & Infotainer, Marcel : www.corporatemagician.co.za

Event Planning Worksheet

Service Providers Service Providers Service provided: Company:

Contact Person:

Tel:

Cell:

Fax:

Email:

Provider’s Brief:

Budget:

Tasks:

Provider’s requirements:

Quotation accepted

Purchase Order created

Cancellation policy reviewed Deposit Paid :

/

©2009 Perform! Marketing Solutions

Contract sent: /

New Vendor Application /

Balance of Invoice Paid :

/ /

/

Corporate Magician & Infotainer, Marcel : www.corporatemagician.co.za

Event Planning Worksheet

Post-Event Evaluation What were your primary goals and objectives for this event, and were they met?

Did you manage to meet your budgetary goals or did you encounter any problem areas?

How could you have improved on the event?

Was there enough marketing/advertising/PR for the event and how could you improve on this in the future?

Did everything run smoothly and professionally? Were there any particular problems?

Would you hire the same professionals again, such as the caterers and performers? Why or why not?

Did this programme help you grow as an organisation or company?

©2009 Perform! Marketing Solutions

Corporate Magician & Infotainer, Marcel : www.corporatemagician.co.za

17 Professional Tips for Planning Corporate Events #1

Always take the time to plan ahead. If you will be renting a special venue you need to secure it as far in advance as possible. Some places can book up even a year in advance: by finding your venue early & putting down a deposit, you can ensure that you get the venue that you want.

#2

When planning a corporate event, set a very strict working budget & make sure that you have extra cash for the unexpected expenses. You can be sure that every event will have some unexpected expenses; it’s simply part of planning an event.

#3

If you have contracts, agreements, lists, or seating charts, make sure you keep extra copies of them in case they are misplaced or lost. Copying them is very simple & quick, & can really save you later on if you lose your plans.

#4

Remember to contact the service providers whose quotations you do not accept, to let them know that you are declining their quote. They will often be more than happy to recommend another company that will meet your specific requirements … or perhaps even be prepared to negotiate a more acceptable fee.

#5

Make sure you send out your invitations at least 3 to 4 weeks ahead of your event. In addition, make sure that you ask your guests to RSVP so that you know how many people will be attending.

#6

If you are creating a seating chart for your event, you can either set it up randomly or work with someone else in your company to come up with the best possible scenario.

#7

If you want good attendance at your event, it is a good idea to schedule it earlier in the week or a long way away from any major holidays. People tend to vacation over holidays & often have plans on weekends, making Friday & Saturday bad days to have a business function.

#8

It is important to know when to use a theme & when not to. A child’s birthday party is an appropriate time to use a theme, while a corporate event requires less of a theme & more plain elegance than anything else.

#9

When you are having a business event, keep the music mellow & stick to something that everyone can enjoy. Suggest genres of music to your DJ, or request a typical playlist of common favourites that will encourage people to dance!

#10

If you will need equipment such as microphones, projectors, speakers, a video camera, etc., make a list of the things you will need & make sure that you have someone on site who can fix any technical problems which may come up during the event. You do NOT want to wait hours while an on-call technician is being dispatched to you

#11

When you are planning an event, especially a large event, make emergency & contingency plans in case of disaster, illness, or any other emergency. Find out what your company’s insurance policy covers in the event of an accident - remember, these policies do not cover negligence, so make sure that you always keep your guests’ safety in mind.

#12

It is important to take into account the special accommodations which will be needed by any disabled attendees or those with special mean requirements. If you do not know what someone will need, simply ask them. They will be happy that you cared enough to ask & understand that you didn’t have any other way to get the information. It also shows that you pay personal attention to your guests’ needs.

#13

When you need entertainment for your event, make sure it is appropriate & does not contain offending content. Magicians are always great choices for corporate events because they can bring laughter & amazement to the event without offending anyone in the crowd. Whatever kind of entertainment you choose, make sure to get references from other companies.

#14

If your event will be longer than two hours, your guests will expect to eat a snack at minimum. You should have a meal if your event is longer than four hours. At all times, you should at least have water & coffee available to your guests.

#15

Communication is a major key to the success of an event. If you are using service providers, make sure they have very clear & specific instructions of what you expect of them.

#16

Whenever you plan an event, make sure you take things like transportation, parking,

etc. into consideration. The last thing you want is for your guests to have to walk a long way to the event or to miss the event completely because they couldn’t find a place to park.

#17

Send a signed “Thank You” card to all your guests within 2 weeks after the event.

People rarely receive personalized cards these days, & you can be absolutely certain that they will not only appreciate your sincere message, but also re-remember how much they enjoyed your event.

BONUS! #18 Where possible, work with the experienced professionals: their knowledge, expertise and enthusiasm will not only make planning your event far, far easier but we can guarantee that your guests will be so happy & grateful, that they’ll THANK YOU for inviting them to your event!

- ABOUT US -

Since 2003, we’ve helped over 150 clients make their events more profitable by providing world-class presenters & entertainment that keeps clients talking about their host’s event for months & years. If you’re looking to dramatically increase your customer-attraction by converting captivated prospects into enthusiastic & qualified leads, contact us for a consultation today!

Our website: http://www.performmarketing.co.za

- MARCEL Corporate Magician & Infotainer If you require versatility for your corporate event, Marcel Oudejans is your first choice of entertainment. He has performed professionally for over 10 years, including 6 years of regular restaurant clients. He is an enthused ‘Infotainer’ providing a tailor-made performance; a form of corporate entertainment cum inspirational speaking that generates a positive long-lasting message of selfempowerment. He has the exceptional entertainment talent & magical skill required to leave his audiences amazed & laughing, but also a thorough understanding of the challenges facing companies today - particularly in sales & marketing. He is a full member of the Professional Speakers Association of Southern Africa (PASASA), and was a featured entertainer at the famous Madame Zingara Restaurant and Tent for 4 years. He was the only African invited to and awarded by the International Magic Convention “Vismayam 2008” in India and he was recognized as one of the world's leading 'corporate magicians' at an invitation-only conference in Los Angeles. Marcel has recently published his first book, “The Serious Business Owner’s Guide To Creating Customers For Life”, and now regularly guest lectures for the UCT Graduate School of Business.

Corporate Magician & Infotainer, Marcel : http://www.corporatemagician.co.za Contact Marcel: http://www.corporatemagician.co.za/contact

- AFFILIATIONS -

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