1. Instructions

    1. Instructions

  2. Basic Information

    1. *Full Name

    2. Phone Number

    3. *Email Address

  3. Working Relationship

    1. Needs

    2. Have you worked with an event planner before?

    3. What is your preferred method of contact?

    4. Input

  4. Initial Event Details

    1. What type of event are you planning?

    2. Do you have an event location/venue yet?

    3. How many people do you plan to invite?

    4. How will you be inviting guests?

    5. Can you describe the demographic you’re inviting?

    6. Do any of your guests have personal challenges the event will need to accommodate (e.g. disability access)?

    7. What is your desired start and end time of the event?

  5. Goals & Budget

    1. How will you measure the events’ success?

    2. What is your main goal for this event?

    3. What is your total budget or budget per person?

    4. Do you plan to purchase event insurance?

    5. Will you need sponsors?

    6. Concerns & Challenges

  6. Food, Drink & Extras

    1. What other dietary options will you need to offer?

    2. What food options would you like to offer guests?

    3. What beverage options would you like to offer guests?

    4. *What types of vendors will you need for the event?

  7. Preferences

    1. What are 3 things you definitely do not want for your event?

    2. What are your top 3 must-haves for your event?

    3. Do you have a theme in mind?

    4. Do you have a colour palette in mind for your theme?

    5. Have you collected any visual aids like a mood board / Pinterest collection to guide the event that you can share with me?

    6. Atmosphere

  8. Support

    1. Which of the following, if any, do you require my assistance with?

Event Planning Questionnaire


Event Planning Questionnaire

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*Full Name

Phone Number

Needs

What is the most important thing to you in a working relationship with an event planner? What do you need most from me?

Have you worked with an event planner before?

If so, how was that experience? What went well and what didn’t?

What is your preferred method of contact?

Please also advise if there are any best hours to reach you.

Input

How hands-on or hands-off would you like to be in the process of planning your event? Are you set on your own ideas? Do you expect to work collaboratively or hand most things off to me?

What type of event are you planning?

What’s the occasion?

Do you have an event location/venue yet?

How many people do you plan to invite?

Please provide us with a rough estimate here. 

How will you be inviting guests?

Can you describe the demographic you’re inviting?

Do any of your guests have personal challenges the event will need to accommodate (e.g. disability access)?

What is your desired start and end time of the event?

Please provide us with a rough estimate here. 

How will you measure the events’ success?

For example, this could be by measuring ticket sales/ profit/online reviews/ social media engagement, etc. 

What is your main goal for this event?

What is your total budget or budget per person?

Please provide us with a rough estimate here. 

Do you plan to purchase event insurance?

Will you need sponsors?

Concerns & Challenges

Do you have any concerns or potential challenges in mind for this event? Are there any other events taking place that might be competing with yours?

What other dietary options will you need to offer?

e.g. vegetarian, vegan, gluten-free

What food options would you like to offer guests?

What beverage options would you like to offer guests?

*What types of vendors will you need for the event?

Please tick all that apply. 

  • Photographer

  • Videographer

  • Caterer

  • Baker

  • Attire

  • Band

  • DJ

  • Transportation

  • MC

  • Photobooth

  • Lighting

  • Accommodation

  • Bartender

  • Rentals (tables, chairs, chair covers)

  • Invitations

  • Decor

  • Salon/Spa

  • Florist

What are 3 things you definitely do not want for your event?

What are your top 3 must-haves for your event?

Do you have a theme in mind?

Do you have a colour palette in mind for your theme?

Have you collected any visual aids like a mood board / Pinterest collection to guide the event that you can share with me?

If so, upload them here.

Choose fileor drag a file here

Atmosphere

How would you like guests to feel as soon as they arrive? How would you describe the atmosphere you’re looking to create? What impression would you like guests to leave with? 

Which of the following, if any, do you require my assistance with?

Please tick all that apply.

  • Sourcing vendors

  • Finding sponsors

  • Coordinating travel & accommodation for guests

  • Marketing your event

  • Finding volunteers

  • Developing a menu

  • Gathering post-event feedback