Planning an event for your company is not for the faint of heart. Finding the right venue, sticking to a reasonable budget, tracking attendance, and making sure everything goes smoothly on the big day requires killer organizational skills.

So how do you keep track of everything? Sticky notes, Excel files, and a wall calendar are all well and good for company event management, but they’re not going to save your sanity.

You need a solution that allows you to drill down into all the nitty-gritty details but also helps you focus on the big picture. With the right tool, you can prioritize what’s important, see how all the moving parts fit together, and most importantly, have the peace of mind that nothing’s falling between the cracks.

We designed for teams of all types and sizes, and we’ve found that event planners have especially great success using it as a company event planning tool.

How to plan

  1. Initial event planning: What’s the goal of this event? Who’s your audience? What’s your budget? When do you want it to happen? These are all critical issues you need to sort out first. This template includes a checklist of all the most common issues event planners confront, but feel free to customize it and add your own.
  2. Event budget planning: It all comes down to money money money. What’s your budget? How much will everything cost? Are you over budget or under budget? Can you learn from past successes or failures?
  3. Food and drink planning: Attendees gotta eat (or do they? That’s up to you to decide.) Here’s where you can track preferences, dietary restrictions, or anything else that needs to be considered before providing food and beverage.
  4. Event promotion planning: If you plan it, they will come… but only if you promote it well first. Be sure to do whatever you need to do to spread the word about the event whether it’s posters, social media, or sending emails.
  5. Role delegation: Last but not least, make it clear who’s doing what. In, you can assign ownership to people on your team via the “person” column. They get an instant notification and in a glance, it’s easy to make sure that all your bases are covered.

With a little organization and the right tool, event planning doesn’t need to be a headache. Good luck with your next event and let us know how it goes!