Event Planner Template | EXCEL, Google Sheets

Navigate the chaos, deliver extraordinary events with ease.

Plan your event, manage budget, cash flow, track speakers, sponsors, vendors and more all in one place.

About The Template

Our Event Planner template is the ultimate tool for organizing and streamlining your agenda, speakers, sponsors, vendors, and registrants. This spreadsheet was crafted by event management consultants experienced in training seminars and large specific-purpose conferences.

Our lived experience managing hundreds of registrants and speakers is baked into the template's logic. Not only does it track your progress, but it encourages you to structure your event management on the important details that make an event truly memorable.

Key Features

Who is this template designed for?

The Event Planner Template is a perfect tool for event planners organizing small seminars or large-scale industry conferences.

Tech Specs

What are the main features?

This sheet tracks important details and deadlines such as registrant revenue, vendor agreements, expense breakdowns, and sponsorship targets reached. It allows you to collaborate with your entire event team in real-time, allowing you to delegate responsibilities while maintaining a visual on all that is going on.

• Manage your ever-changing agenda and automatically update an agenda calendar and critical ready to print anytime
• Track your expenses, sponsors and vendors to eliminate waste and focus on high-impact financial decisions
• Track speaker bookings and presentation files to assure that your main stage and breakout rooms each run smoothly
• Capture sponsorship by leading your potential sponsors through the sales pipeline
• Understand your audience's interests through a registrant and speaker analytics
• Put on a world-class show with an event logic flexes to fit consulting workshops to leading an expert industry, diplomatic or academic conference

What's Included in This Template

The file contains 10 main Tabs & 1 additional User Guide tab.

• Tab 1: Event Dashboard (Fully Automated)
  

  

• Tab 2: Master Agenda
  

  

  
  

• Tab 3: Speaker Tracker
  

  

  
  
• Tab 4: Calendar View
  

  

  
  
• Tab 5: Printable Calendar
  

  

  
  
• Tab 6: Registration Tracker
  

  

  
  
• Tab 7 + 8 + 9: Vendor Tracker, Sponsor Tracker & Expense Tracker
  

  

  
  
• Tab 10: Settings
  

FAQ

How do I receive the file?

Upon purchase, you will instantly be redirected to an Instruction page including a PDF file containing your template download link (if you purchase an Excel version) or a link to generate a template copy (if you purchase a Google Sheet version). You’ll also receive an email with the link to the template.

Can I customize the spreadsheet to my preference?

Our spreadsheet is designed to be flexible and customizable, so you can tailor it to your specific business needs. You can easily add or remove columns, change the layout, and adjust the formulas to fit your unique accounting practices.

As you customize the spreadsheet, you'll see some pop-ups warning you to not change the cell. This is because auto-populated cells are formula protected to prevent accidental changes that resulted in wrong calculations.

To remove formula protect settings, go to Menu > click Data > click Protected Sheets and Ranges > remove the protected cells and ranges that you no longer wish to keep.

What if I need customization support for the template ?

Kindly email us at contact@hellotemplately.com and let us know the details. Once we know what you need, we can get you where you want to be.

About the Creators

We're a team of business template creators from Hello Templately - a data consultancy helping professionals maximize what matters with streamlined reports, custom dashboards & good recommendations.

Visit hellotemplately.com/#about to learn how we can help your team move forward.

For any questions, get in touch with us at contact@hellotemplately.com