The Event Planner Starter Package

A Complete 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 event timeline and budget.
  • Discover industry-tested templates for working with vendors.

Finally a complete template bundle that includes your custom branding.

Designed by Jody-Ann Rowe, an expert event planner. The Event Planner Starter Package was designed to provide the most common templates Event Planners need to get started in the industry. These templates were developed from years of working in the industry creating and editing each template to meet clients needs, daily processes and changes in technology. Created in Microsoft Word and Excel the templates are designed to be word processor compatible for easy editing.

Taking into account your needs as an Event Planner the package also includes our business use rights. This means you can customize the templates to reflect your personal brand for a professional look and feel. 

“Templates and checklists tried and tested for you by some of the best Event Planners and Consultants in the industry.”

With the Complete Template Bundle you’ll get :

Event Budget Template

A detailed budget template (MS Excel) with a list of pre-filled sample revenue and expenses. The template also includes an automated profit and lost summary and chart. Just fill in your income and expenses  and watch it work. 

Event Planning Timeline & Checklist

A Comprehensive event planning timeline and checklist (MS Excel) based on a corporate event as well as a wedding. Includes a detailed timeline going back 9-12 months in the planning process. 

Sample Sponsorship Package

We understand that not every event comes with an existing fund and sponsorship is the key to ensuring you are able to cover all your expenses. We designed a tried and tested sponsorship package for your business.

And More!

To ensure your event days go off without a hitch we have also included a bonus.

"An Event Box Supply Checklist."

Rather than run around the venue on the day of your event trying to locate your most trusted tools. We have curated a checklist of items to create your own Event Manager survival toolbox. 

This checklist is a must-have for preparing you for the day ahead and keeping you focused on managing and executing your event rather than putting out fires. 

But don't take our word for it...

Unlike other templates ours are tried and tested by current Event Professionals with practical experience in the industry. 

Enhance your event planning process by using customized templates that identifies and addresses your needs and will allow you to present a professional image to your clients. Create a brand that you can truly be proud of. 

"Well done Jody-Ann!"

"Yet another example of how fab you are at your job...this is extremely helpful and exactly what I needed."

- Sonia (Conference Organizer)


Here are answers to some frequently asked questions:

What software will I need to use the templates?

What happens if I lose the files?

Can I change the logo and branding on the template?

Have a question for us?