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PLANNING LIBRARY

TOOLS & RESOURCES

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Welcome to the Planning Library!

AS A MEMBER, YOU GET IMMEDIATE ACCESS TO TOOLS TO HELP YOU:

Attract the very best clients, create balance in all aspects of your business, stay up-to-date on event industry trends, and grow and scale your business to 6+ figures.
Keep an eye on your inbox for additional member benefits.

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Innovation Pro Tips

Get creative & discover opportunities with these pro tips for thinking outside the box.

Self-Care Checklist

Reconnect, discover outlets, and find balance with this easy self-care checklist.

DOWNLOAD CHECKLIST

PRODUCTIVITY HACKS

Get motivated with these key productivity hacks for any task.

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EASY BUDGET TRACKER

Stay on top of income and expenses with this easy to use, monthly budget tracker.

DOWNLOAD TRACKER

THE ORGANIZED QUARTER

Customizable online or printable planner to make next year a success.

DOWNLOAD PLANNER

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DAILY PLANNER TEMPLATE

Start each day off right with a productive, personalized daily planner.

DOWNLOAD TEMPLATE

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EVENT REGISTRATION FORM

Get the details on how the client wants to promote and collect registrations.

DOWNLOAD TEMPLATE

Project Scope Template

PROJECT SCOPE

Identify event goals, dates, times, projected attendance, and more - all in one place.

DOWNLOAD TEMPLATE

PO Template

PURCHASE ORDER

Keep track of your service or equipment orders to better manage your expenses.

DOWNLOAD TEMPLATE

Change Order Form Template

CHANGE ORDER FORM

Track, manage, and request approval for changes to your contract during the project.

DOWNLOAD TEMPLATE

Interview Sheet

Focus your interview on impactful questions and takeaways that matter most.

Meeting Notes Template

Say goodbye to unproductive meetings! Get the pertinent info and clear action items.

DOWNLOAD TEMPLATE

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DAILY GRATITUDE JOURNAL

Start or end each day with peace and gratitude for a fruitful and centered life.

DOWNLOAD JOURNAL

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BUSINESS PLAN CHECKLIST

Create a winning business plan with this easy checklist.

DOWNLOAD CHECKLIST

MONTHLY PLANNER TEMPLATE

Organize your year, prioritize deadlines, and celebrate achievements.

DOWNLOAD TEMPLATE

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SPONSORSHIP REQUEST LETTER

Request support for your event with a professional and engaging letter.

DOWNLOAD TEMPLATE

New Client Template

TRAVEL BOOKING FORM

Collect all necessary travel information.

DOWNLOAD TEMPLATE

Vendor RFP Template

VENDOR REQUEST FOR PROPOSAL

Standardize your RFP process to ensure vendors get important event info.

DOWNLOAD TEMPLATE

Project Time Sheet Template

PROJECT TIME SHEET

Track your team and staff hours worked with a professional project timesheet.

DOWNLOAD TEMPLATE

Customer Satisfaction Template

CUSTOMER SATISFACTION SURVEY

Get important feedback and testimonials from event attendees.

DOWNLOAD TEMPLATE

Customer Acquisition Checklist

Explore different channels and opportunities to increase your customer count.

DOWNLOAD CHECKLIST

VISION BOARD

Get creative while prioritizing life goals and you'll be moving toward them in no time!

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DAILY PLANNER SAMPLER PACKET

Download this Ms. Alexis guest planner for daily organization and spiritual peace.

DOWNLOAD PLANNER

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NOTE PACK

Tri-pack of templates for taking notes the way you like - lines, grids, or dots.

DOWNLOAD NOTE PACK

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WEEKLY PLANNER TEMPLATE

Get organized with this handy, productive weekly planner.

DOWNLOAD TEMPLATE

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MARKETING CHECKLIST

The checklist and tips to stay on track for event marketing, from branding to surveys.

DOWNLOAD TEMPLATE

New Client Template

NEW CLIENT INFORMATION FORM

Capture the basic info you need to set up your new client.

DOWNLOAD TEMPLATE

3 Bid Template

3-BID SUPPLIER COMPARISON

Track and compare supplier proposals to get the best deal every time.

DOWNLOAD TEMPLATE

Event Workplan Template

EVENT WORKPLAN

Stay up-to-date on your event planning to-dos, milestones, start dates, and deadlines.

DOWNLOAD TEMPLATE

DON'T SEE EXACTLY WHAT YOU NEED?

Click the Link Below to Suggest Tools & Templates You’d Like to See Added to the Library

SUBMIT YOUR REQUEST HERE

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