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Events

Corporate events, conferences and weddings. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates
4
Milestones
12
Tasks and sub-tasks
32
Documents to collect
11

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Corporate event

Planning and running a corporate event, from brief to wrap-up.

  • Fixed price
  • 45 days
  • 3 milestones
  • 9 tasks
  • 3 documents

Milestones and tasks

  1. Day 10Plan approved
    • Brief, budget and planManager
  2. Day 40Event day
    • Book venue and vendorsJunior
    • Run of showManager
    • Event dayManager
  3. Day 45Wrap-up
    • Vendor settlement and feedbackJunior

Plus 4 sub-tasks in the app, broken down under these tasks.

Document checklist

  • Signed quoteFrom the client 路 day 0 路 compulsory
  • Guest listFrom the client 路 day 30
  • Venue contractYour team 路 day 20 路 compulsory

Product launch PR

Media launch of a product or company announcement: messaging, press kit, launch event or briefing and follow-up.

  • Fixed price
  • 40 days
  • 3 milestones
  • 6 tasks
  • 2 documents

Milestones and tasks

  1. Day 10Messaging approved
    • Key messages and Q&AManager
  2. Day 30Launch day
    • Press kit: release, fact sheet and imagesExecutive
    • Media list and invitationsExecutive
    • Spokesperson briefingManager
    • Launch event or press briefingManager
  3. Day 40Coverage report
    • Follow-ups and coverage reportExecutive

Document checklist

  • Product information and embargo dateFrom the client 路 day 3 路 compulsory
  • Approved press releaseFrom the client 路 day 20 路 compulsory

Wedding planning

Planning and managing a wedding: budget, venues and vendors, guest management and the event days.

  • Fixed price
  • 120 days
  • 3 milestones
  • 11 tasks
  • 3 documents

Milestones and tasks

  1. Day 0Booking
  2. Day 60Vendors confirmed
    • Budget, theme and guest countPlanner
    • Book venues and accommodationPlanner
    • Book vendorsPlanner
  3. Day 115Wedding
    • Invitations, RSVPs and guest travelCoordinator
    • Function-wise run of showPlanner
    • Event daysPlanner
  4. Throughout the project
    • Vendor settlementCoordinator

Plus 4 sub-tasks in the app, broken down under these tasks.

Document checklist

  • Signed agreementFrom the client 路 day 0 路 compulsory
  • Guest listFrom the client 路 day 60 路 compulsory
  • Vendor contractsYour team 路 day 60 路 compulsory

Conference or exhibition

Organising a conference or trade exhibition: venue, speakers or exhibitors, registrations, marketing and the event.

  • Fixed price
  • 90 days
  • 3 milestones
  • 6 tasks
  • 3 documents

Milestones and tasks

  1. Day 20Plan and venue confirmed
    • Concept, budget and venueManager
  2. Day 85Event days
    • Speakers or exhibitorsCoordinator
    • Registration website and marketingCoordinator
    • Production: stage, booths, AV and signageManager
    • Event daysManager
  3. Day 90Post-event report
    • Post-event report and leads to the clientCoordinator

Document checklist

  • Signed agreementFrom the client 路 day 0 路 compulsory
  • Venue contractYour team 路 day 20 路 compulsory
  • Event permits and insuranceYour team 路 day 70 路 compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

Twelve people plan corporate events, conferences and weddings, working with a large network of venues and vendors.

A typical month

Each event runs from brief to settlement as a project. Vendor bookings are tasks, and vendor bills are recorded against the event, so the true cost is known before the event, not after. Client advances are invoiced at booking and before the event, and the settlement invoice goes out within days of wrap-up.

Where the work gets hard

  • Vendor advances went out before client advances came in.
  • Vendor commitments for an event were scattered across chats.
  • Settlement after events took weeks.

What MSMEPulse gives you

  • Vendor costs are visible against each event's budget.
  • Client advances fund vendor advances.
  • Settlement is fast because the records are already complete.

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

Choose Events when you sign up and its templates are in your library straight away.