5 Free event mangement templates

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Photo by: perhapstoopink

I know sometime this blog gets too techie. Open source, online platforms etc. For those who don’t want to struggle with complex platforms and so forth here are 5 free templates to use with Microsoft Excel and Open Proj.

WBS, Gantt and Budget. All in one

Download OpenProj and get this template I prepared for you.

Event Toolkit

Are you unsure on what to bring with you at your next event. Be it a wedding or a wine tasting tour you will find a great collection here.

Wedding Work Breakdown Structure

An all time favorite. WBS is a must for weddings.

Event Budget

A simple budget template from Microsoft

Marketing Campaign

A good template to track your marketing campaign for Excel

For more have a look here

Jack Mardack and Eventbrite

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Eventbrite is an online ticketing and registration platform for events.

It is one of the most adopted and therefore definitely worth a review and interview with its Director of Marketing, Jack Mardack.

How does it work?

Few things that I love about the service:

- There is no standard price. They earn a percentage based on your ticket price.
- It’s customizable. You can pretty much input as many details as you prefer. The event page is greatly adaptable and here are few examples.

Read More

Tips and tricks on Event Budgeting

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I’ve said it before and will never stress it enough, a sound budget most of the times ensures a succesful event.

A structured budget helps in monitoring costs, understanding what you can afford, reporting to management and most of all keeping things under control. In this post a bit on budgeting and cutting costs.

Budget Items

The first step in coming up with a comprehensive eg. conference budget is to separate expenditures and income.

For an average conference EXPENDITURES will be:

- Venue
- Advertising and Promotion
- Speakers/Performers token
- Speakers/Performers accommodation
- Catering
- Equipment
- Team/Staff
- Admin
- Badges

INCOME might be:

- Regos/Tickets
- Sponsors
- Public Funds (Should they be available)

Just having these things written down makes me feel better…In fact now I can control, monitor and allocate financial weight to each item. How nice is that! See here for templates and more items.

Cutting Costs

Second step is cutting costs. Why? I see the event manager mission as spending the least amount of money while making everyone participating or having interest in the event happy.

Let’s see some tricks and please, you event planners out there, comment on this post and share yours!

- One vs. Multiple events. I will always prefer to go larger. One main event helps you in leveraging your financial/promotional/logistic efforts in one direction.

One criticism might be that to put all eggs in one basket increases risk.

Nevertheless, if we look at events as complex structures of small activities, increasing the number of activities might increase total risk, while shrinking the structure might work well.

If we e.g. have three 100-people events with three different promotional campaigns, we will have to probably manage 3 separate ad agencies. One main event would put the things together and minimize risk while cutting costs.

Of course it is necessary to have a content that could be homogeneously wrapped together in one day.

- One vs Multiple Suppliers. As for the above working with a trustable supplier gives you more bargaining power. But then again risk increases. In this instance is always useful to have a plan B with some lastminute AV solutions or catering contingency plan.

- Publishing. Do your own publishing. There are several free tools to come up with sound promotional material. Leverage on that as much as you can, as outsourcing in this case could be very expensive.

Use my blog and other online resources to find templates, tutorials and tools on how to design badges, brochures, flyers etc.

The fact that I did the badges myself for the last event I organized, also gave me a lot of flexibility to modify names from registration forms or add new people that showed up at the conference without registering.

- Video Conferencing. For meetings and conference planners, use online tools as much as you can. I will soon be posting on free tools that help you having online video conferencing and powerpoint or desktop sharing.

It is a good practice because it helps in cutting the major expenditure in conferences, travel and accommodation for speakers.

Try to limit the speakers mix to the canonical 80/20. Where 20% is non local speakers which might have a promotional benefit for the event and thus repay the investment. Look for speakers in your area so you do not have to pay for accommodation.

- Come up with a sound sponsorship strategy. Selling tickets or registrations could test your heart seriously. If everything is in place you should be able to sell out all the tickets you have plannned to give away.

From my experience that does not happen all the time.

Sponsors help in reducing the leverage on ticket as the main source of income thus diversifying risk. If you have visibility, sell it to 2 or 3 sponsors that might be interested in your target.

Come up with advertising solutions tailored to your prospect, design target profiles and give them numbers. 2 or 3 sponsor might help financially as much as 200 registrations so you might want to consider to invest in this sense.

- Look out for public funds. Depending on the event content there might be a community interested in sponsoring an event with public funds available. Leverage on that.

- Look for discounts and negotiate. Having the venue to manage most of the activities increases the price and thus your bargaining power toward a better rate. Bulk up and ask for a good price and let them know you are considering different options…I am sure you’ll end up surprised of people reactions.

Event Budget Items

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One of the most crucial skills of an event coordinator is to keep things under control.

In order to do that it is necessary to breakdown the event in packages of activities. Sometimes identifying such activities could be an hassle.

I’ve aways used packages maps that suggests items which I might not consider when brainstorming. Such maps become even more important when budgeting.

Here is a map with event items which pretty much belong to most of the events either small or large.

Enjoy

Event Budget

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Coming up with an event budget is one of the most crucial activities of the event manager.

The most sophisticated softwares include a budget section to manage expenses and income.

For those not using any software and that rely on Office to manage budget, Excel is the most adopted option.

Microsoft Office Online offers a cool template that I used for one of the events I organized. You can find it here.

More Tools to come!