Event Proposal Template - [Build One in 9 Easy Steps]

Event Proposal Template - [Build One in 9 Easy Steps]

Every event needs planning. Shows, spectacles, gatherings, and others cost a lot of money. The main goal is to provide a good experience and a desired impact on participants. Due to this, asking for an event proposal is crucial to evaluate the scope and possibilities of the event. In this regard, interested businesses can use an Event Proposal Template to promote their ideas about the significant milestone.

What Is an Event Proposal?

An event proposal is a document that helps you to communicate your ideas for a specific event that a client wants to carry out. With this proposal, you let the stakeholders know your offer regarding logistics, impressions, people involved, atmosphere, and more. The main idea of an event proposal is to put yourself in the client's shoes and take charge of the event as you are the client.

Besides, in an event proposal, you can explain your past experience in similar situations, describe the low-end budget, and your event management skills. With this, you'll gain more business contracts and achieve the best results for the client.

What Should an Excellent Event Proposal Contain?

Regardless of the type of the event, its proposal should include some basic information which we describe better next.

The Purpose of the Event

After a client contacts you, you must present them with your ideas about the event. It would help if you were clear about the events' general purpose and the services offered. For instance, if the client needs to organize a marriage, you will have to display your ideas regarding the theme, the atmosphere, the music, the ambiance color, and more.

The Stakeholders Involved

Stakeholders are a fundamental part of any event, even more, if many people are involved in the project. You need to clarify the person who will take part in the organization, including suppliers, vendors, workers, other businesses, and more. For example, you can describe the company in charge of the catering, the band playing at the wedding, etcetera.

Schedule for the Event

Every event happens in a specific location, date, and time. In your event proposal, you have to explain, from the very beginning, what time the event starts and what time every stage of the event begins. Presenting a precise schedule for the event will help you communicate your professionalism so that your organization can take charge of the project.

The Logistics of Running the Event

It would be best if you described all the interactions, stages, and milestones and how which are the elements that will shape them. Also, tell the party involved what they will do, and how you will prepare all the features, people, and resources needed.

How to Craft an Event Proposal in 9 Easy Steps?

Now the most crucial part of this article; how to build a competent event proposal for any client you may have in the future.

1. Meet the Potential Clients or Event Stakeholders

Before crafting a professional proposal, you must know who your client is and the prospective client's expectations. The best practice to do this is planning a meeting where you and the clients can discuss what type of event they expect. In the meeting, you can also discuss the essential details of the agreement, the total budget, and stuff like that. Some relevant aspects you should examine are the following:

  • The name of the event.

  • The type of event the client expects.

  • The event concept.

  • The event theme.

  • The number of participants.

  • The date, time, and locations of the event.

  • The general ambiance and aesthetics of the event.

  • The proposed budget.

2. Start with a Story

Most people love stories. An excellent way to start event proposals is by telling a short story describing why the event exists. It would help if you discussed the general scope or vision or how the event meets its goals. Besides, with a great story, it will be easier for the client to connect with your reasons and objectives.

3. Sell Yourself and Your Event Team

Every prospective client wants to know who you and your team are or how your business has become who it is. Good event planners always include a brief introduction where they explain who they are and how they can offer the best event possible. An effective event proposal template should consist of the following as an introduction:

  • Your business name (if applicable).

  • A brief description of your background.

  • Relevant certifications.

  • Past events you’ve organized.

  • Your general scope of work organizing.

  • Licensing.

  • Professional references and associates.

  • All the event management services that your business provides.

4. Set Clear Objectives

Regardless of the nature of your project, everything you do in your life should have a clear objective. When you perform event planning, the story is the same.

It's essential you name and describe these goals. This way, the prospective clients will know that you're putting all your effort into accomplishing the goals. The best event proposals include the following clear objectives:

  • The total number of participants in the client’s event.

  • The total budget allocated for the event.

  • A brief description of all the stages of the event.

  • The event timeline.

  • How the event fulfills the client's expectations.

5. Write an Exciting Event Description

Now it's time for the most crucial part of the event planning process: writing the event description. Here you provide an overview of the upcoming event and how you plan to carry out the event in the best way possible. The event's description must include the following:

  • All details and expectations of the new event discussed in the meeting.

  • How you’re going to fulfill all these expectations.

  • Different stages of the event and teams involved.

  • Potential venues, caterers, and suppliers.

  • A detailed description of the colors you use, ambiance, images, and general event vision.

6. List all the Services You Provide

An event management proposal is a resume of your services to a potential client. This way, through a perfect event proposal, you should give stakeholders a list of your services and suppliers. This list requires you to research the business needs and how you meet them.

If your aesthetically pleasing event proposal involves just a short and straightforward service, the best is you use bullet points to describe the key points of the service. Still, break up the general overview into several sections so you can better explain all the event's features.

7. Display Your Previous Work

Although you've already mentioned the past events you planned in the introduction section, this is the right time to describe them deeply.

Here you can mention similar events you carried out in recent times. If you still need to convince stakeholders, this is the perfect time to reinforce key points and show them you have enough experience to plan a fantastic event and fulfill the client's requirements.

In this section, you can also use former client testimonials, visual layouts, and everything that can help showcase your capabilities. Finally, a good event proposal should attract the client's attention to show them, through past events, what they want or not for their events.

8. Include the Estimated Costs

A comprehensive document of this nature must include the estimated costs of the entire event. Of course, it is difficult to determine precisely how much the event will cost in the early stages, but you can provide an approximate price. The total cost is relevant information for your new clients.

Creating a summary and breakdown of the general costs will help you communicate what you're spending the money on and what the total profit for your business is.

Please, be as detailed as you can. If you're completely transparent about the elements determining the final price, you will have a better chance of getting the event.

9. Note Any Event Policy

If applicable, when you write an event proposal, include a list of your event policies at the end. This way, you can let them know which are your specific requirements. Event policies can be the following elements:

  • Your cancellation policy.

  • Limited offers on your event proposal.

  • Damage policies.

  • Payment due dates.

 

Finally, a good practice is to thank prospective clients and tell them that working with them will be a pleasure.

Event Planning Proposal Templates

Here you'll find three templates you can use to build your event proposal for any type of client you get.

Editing the templates below involves using the most famous applications of the Microsoft suite. Since we know that getting Microsoft Office on the Microsoft official site may be a bit expensive, we offer you a reliable copy of Microsoft Office 2021 Professional Plus Key Retail Global at €5,80.

With Microsoft Office 2021, you can easily edit and create your proposal templates, add unique values and handle logistics. Thanks to these tools, your competition won't stand a chance.

Business Event Planning Proposal Template

This document is a simple event planning template that you can present practically anywhere and for any purpose. This event proposal showcases relevant contact details, such as the date, time, location, and sponsor representatives.

Besides, in this free template, you'll find sections to describe the sponsorship agreement details, such as the payment schedule, the general purpose, the duties of the event manager, and more. It's a very straightforward document perfect for sponsors and to facilitate collaboration.

You can download this business event sponsorship proposal template from Templatelab.

A Well-Structured Event Planner Template

This template presents good design elements and contains specific sections to embed particular event information. Besides, it's divided into well-defined areas to facilitate the organization of the data.

It also has a section for logistics, such as programming, the food of the catering service, visual requirements in the case of animated slideshows, etcetera. This file, in particular, is for Microsoft Excel, so you can quickly edit it according to the company's needs, audience, or event.

You can download this event planner template from Smartsheet.

Basic Event Proposal Format Template

This impressive proposal template is straightforward since it integrates separated sections for any particular information. The first page of this template will provide general information about the location, date, audience, attendees, and the primary purpose and why the event is carried out.

After this, you will find sections to describe the event, such as the evaluation criteria, the intended outcomes, and potential obstacles and risks. Finally, you'll find a general breakdown of the events' services, the protocol, invitations, the program, catering, security, and the people intended to execute these labors.

You can download this basic event proposal format template from Bestcollections.

Extended Event Proposal Template

This template allows you to elaborate and better explain each section. Contrary to the previous template, it has spots for the company name and logo. It also includes some features to sustain attention while reinforcing key points. The first page of this template informs about the general scope of the proposal. On the second page, you’ll define particular aspects, such as the event time and goals. Finally, there’s enough space for signatures.

You can download this extended event proposal template from Templatelab.

Sample Event Proposal Template Word

This template lacks strong visuals and is designed for people looking for a simple document or just starting their event organizations. It’s a single-page document focusing on the more important details of your proposal, such as the target participants and spectators. This template is the correct file if you need to give a brief event proposal.

You can download this sample event proposal template word from Doctemplates.

Final Thoughts

An event may be an essential milestone in the life of any person. When you work with a client, you should ask yourself how the stakeholder benefit emotionally and socially? With this in mind, you can create an emotional connection with the client and ensure you'll provide the event the customer needs.

The best idea to promote this connection is using an event proposal template. Use it to include as much information as possible and communicate your ideas and creativity better. Highlight realistic benefits, the general scope, ambiance, emotions, and how it will impact people!