Event Planning Template

Make your event strategy a success! Get step-by-step guidance on planning and executing a successful event strategy with this comprehensive event planning template.
Or import into an existing account
Event Planning Template

What is an Event Planning Strategy?

Event planning is the process of organizing and coordinating all aspects of a special event. It involves selecting a venue, planning activities, creating a budget, and managing all the details that go into hosting a successful event. Event planning requires a lot of time and effort to make sure everything is taken care of, from the smallest details to the biggest projects. It involves coordinating with vendors, organizing the event space, and handling any problems that may arise.

What's included in this Event Planning template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Event Planning template for?

This event planning template is designed to help marketing teams in organizations of all sizes and industries to plan and organize an event to promote their brand. This template provides a framework for laying out your focus areas, objectives, and projects to help you set measurable targets and KPIs to ensure the success of your event. This template can also be used to keep track of your progress and make sure that your event runs smoothly.

1. Define clear examples of your focus areas

Focus areas are the broad concepts that you will be focusing on for your event planning. These can include budgeting, marketing, event execution, and other areas related to your event. It is important to define your focus areas in order to make sure that you are targeting the right objectives and taking the necessary steps to achieve them.

2. Think about the objectives that could fall under that focus area

Objectives are the goals that you have for each focus area. These should be specific and measurable, and should be achievable within the timeframe of your event. Examples of objectives could be increasing brand recognition, increasing brand loyalty, staying within budget, and maximizing ROI.

3. Set measurable targets (KPIs) to tackle the objective

KPIs (Key Performance Indicators) are the metrics that you use to measure the success of your objectives. These should be quantifiable, with an initial value, target value, and unit of measure. Examples of KPIs could be percentage of increase in brand recognition, percentage of increase in brand loyalty, decrease in expenses, and increase in sponsorship revenue.

4. Implement related projects to achieve the KPIs

Projects (Actions) are the steps you will take to achieve your objectives. These should be specific and actionable, and should be achievable within the timeframe of your event. Examples of projects could be designing and executing an event, offering meaningful experiences to attendees, utilizing cost-saving techniques, and securing sponsorships.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is a strategy execution platform that helps organizations streamline their planning process and ensure successful execution. Cascade makes it easy to create and track your event planning strategy, from setting focus areas and objectives, to setting measurable targets and KPIs, to implementing projects and monitoring progress. Cascade also provides real-time reporting and analytics so you can keep track of your progress.

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Event Planning Template
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Or import into an existing account