The following are tools, templates, books, conferences and tech programs that I've found useful as an event planner and currently use to improve my daily processes. This resource list will be updated as new tools are discovered so I recommend bookmarking or downloading the resources listed on this page for your convenience.
FREE GUIDES & WORKBOOKS
The Event Planner Template Bundle
This FREE comprehensive package will provide you with the templates you need to:
- Manage the day to day operations of running an event planning business.
- Develop and track your clients and company's budget.
- Discover industry-tested templates for working with vendors.
Are you Charging Enough for Your Event Services? [WORKBOOK]
Determining your pricing structure, particularly when you are just starting out, can be quite difficult. When I started planning events it was mainly for family and friends and I charged $0 (that's right, not even for supplies!). This free workbook will take you step by step through the process of calculating and determining the best rate for your event and wedding planning service.
Learn how to identify and find your ideal event planning clients [WORKSHEET]
In this worksheet you will learn how to identify your ideal customers, focus your business for high-end clients and ultimately increase your business profit.
Finding Your Event Planning Niche [WORKBOOK]
One way to ensure success in your event planning business is to identify your niche market. Do not make the common mistake of trying to serve every client. Identify who your ideal clients are, what you're passion about and what skills you can offer. This free workbook takes you through the process of identifying and selecting a niche for your business.
4 Questions to Ask Before Starting an Event Planning Business [WORKSHEET]
Starting an event planning business is very much like buying a house. You will need to do detailed research before taking the big plunge to ensure you are making the best choice. This free worksheet will guide you through the process and help you determine if you should pursue your business idea.
Baby Shower Checklist & Games
We have planned so many baby showers over here at the EC headquaters we thought it would be helpful to share our ultimate checklist and a most popular games with you.
SOFTWARE PROGRAMS & TOOLS
Eventbrite: If you are looking for a reasonably priced registration management system Eventbrite is the one. The program is extremely user-friendly and setting up an event is a breeze for event organizers.
Social Tables is a web-based event planning platform for hospitality, meeting and event professionals. Its event diagramming, seating, and check-in products provide innovative solutions to handle your complex problems.
Aisle Planner is a cloud-based solution for wedding planners, enabling them to more efficiently organize events and collaborate with clients, vendors and venues in a streamlined, time saving program.
Canva makes design simple for everyone. If you do not have the money to hire a graphic designer and no access to a design program such as photoshop, Canva is for you. Create branding graphics, invitations, posters & more.
CONFERENCES & WORKSHOPS
Disclaimer: Some of the links above may be affiliate links, and the Event Certificate may earn a commission for referring you to the resources we recommend. We want you to know that we only recommend resources and tools that we actually use and love.