Event Planner · Free · No account
A conference planning spreadsheet with income and a risk register.
The conference setup adds an Income sheet for tickets, sponsorship, donations and grants, each with an expected and a received amount, and a Risks sheet that rates likelihood against impact. The Overview then shows received money minus spending to date.
- Excel 2016 and later
- Calculations checked in LibreOffice and Google Sheets
- Choose the event typePick Private, Wedding, Business, Conference, Fundraiser, Launch or Community. Each switches on the sheets it needs, and you can change any of them.
- Name phases and costsEdit the phases, such as Bookings and Final week, and the budget categories. Both lists can also be changed on the Lists sheet later.
- Set date and budgetDownload the workbook and, on Settings, type the event date, expected attendance and total budget. Tasks then count back from that date.
Build your workbook
Preview: Conference planner. Change the selected dates, categories or layout to update the preview.
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What you get
What is different in this setup
Organisers of conferences and seminars who sell tickets or take sponsorship and must cover costs from that income.
- Income sheet with expected and received amounts by source.
- Risks sheet with a rating from likelihood and impact.
- No Table column on the Guests sheet.
Sheets included (11)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- OverviewThe event on one sheet: details, countdown, what is overdue or coming up, the budget, guests and income.
- TasksEvery task by phase, with the owner, due date, status and days before the event.
- BudgetEach cost with its estimate, actual amount and difference. Per-guest estimates update when the expected attendance changes.
- SuppliersEach supplier with the contact, quote, deposit, balance, when it is due and the contract.
- GuestsEveryone invited, their reply, party size and dietary needs. The number expected feeds the Budget.
- ScheduleThe running order for the day: times, what happens, who leads, where and which supplier.
- IncomeTickets, sponsorship, donations and other income, expected and received.
- RisksWhat could go wrong, how likely and serious it is, and what to do about it.
- ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
- SettingsValues used by the workbook, such as reminder windows. Change them here.
File details
- Made for
- Excel 2016 and laterThe download is an .xlsx workbook.
- LibreOffice
- No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
- Google Sheets
- Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
- Apple Numbers
- Some calculations do not workMany calculations on the Budget sheet and the Overview sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for these calculations and features.
- Calculations
- The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
- Builder privacy
- The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work
Questions
Are my builder entries sent to Due Form?
No. The builder uses them in your browser to make the workbook on your device.
Information is sent to Due Form when you submit a form or use another service described on the How it works page.
How is a risk rated?
Choose Low, Medium or High for likelihood and for impact. The Rating is the two multiplied, from 1 to 9, and the owner and planned response are recorded beside it.
Does it show whether income covers costs?
Yes. Enter expected and received ticket income, and the Overview shows those totals and received income minus spending.
Related Due Form edition
The Week Book
An undated thirteen-week planner for commitments, available time, chosen work and what changed.
For planning the weeks before on paper
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