Event Planning Audit
A practical audit of an event plan across purpose, budget and promotion. It catches the classic mistakes, a fuzzy goal, a budget with no contingency, a marketing plan that starts too late, while there is still time to fix them.
What the questions look like
Real questions from the template, shown in full. You can edit every one of them.
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How clear and measurable is the goal of this event?0 - Vague510 - Sharp and measurable
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How realistic is your budget, including contingency?0 - Optimistic510 - Fully costed with buffer
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How early and complete is your promotion plan?0 - Barely there510 - Planned and underway
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How well mapped is the attendee experience on the day?0 - Winging it510 - Mapped end to end
An example result
Answers run 0 to 10 and convert to a score out of 100 across Purpose, Budget and Promotion. The score reads overall health, and the lowest category names the plan's weakest link.
Goal and budget are solid, but promotion scored lowest and time matters. Lock a week-by-week promotion plan today and start the first push this week.
| Well planned (80-100) | Strong across the board. Execute with confidence. |
| Coming together (55-79) | Good progress with a gap to close. |
| Needs shoring up (0-54) | Key foundations are shaky. Fix them first. |
Who it is for
For event planners, venues and agencies. Use it to qualify and educate prospects, or as a checklist tool that positions you as the expert.
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Questions about this template
Is it for corporate or public events?
Both. Tailor the questions and it fits conferences, launches, fundraisers or public events.
Can I add my own checks?
Yes. Include the things you know planners overlook so the audit reflects your expertise.
Do I get their details?
Yes, with consent and their scores attached for a tailored follow-up.