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Event planning knowledge and resource library

You need to know where to begin in a library of guides, templates and checklists for professional events.

Apply the library to my eventEvent Blueprint (planning pack)

Opens WhatsApp with a draft you can edit before sending. Nothing is sent automatically.

Choosing and commissioning support

Professional-event formats

Conferences and summits

Learning and discussion

Networking, recognition and governance

Client and multi-city programmes

Who we help: sector guides

Professional and financial bodies

Law, business and public interest

Technology, industry and learning

Academic and scientific

Planning and delivery workflows

Scope, governance and scheduling

Budget, procurement and contracts

Venue, travel and logistics

Programme, speakers and production

Attendees, registration and data

Risk, quality and permissions

Experience, outcomes and continuity

Sponsorship, ticket revenue and partnerships

Commercial planning and pricing

Sponsors, exhibitors and partners

Recovery and difficult decisions

Staff and internal events

The short answer

Start with the stage you are in, not the topic you find most interesting. The full list of guides is grouped below and can be searched, and each guide ends with something you can copy and use.

If you are unsure where to begin, read the guide on how an engagement works, then draft a brief.

Choose by planning stage

Where to start
StageStart withThen
Deciding whether to do the eventGuides on purpose, audience and formatWrite the one-paragraph purpose for your committee.
Setting scope and budgetGuides on scope, budget and approvalUse a budget or approval tool and take the summary to finance.
Choosing venue and suppliersGuides on requirements and comparisonScore proposals with the supplier tools.
Building the programmeGuides on programme, speakers and sessionsFix the decision owners before the draft.
Final preparation and event weekGuides on run-sheets, handover and risksWalk through the checklist with your deputy.
After the eventGuides on review and reportingKeep a one-page learning note.

Which guide first

If one person holds the plan, begin with the guides on responsibilities and decision logs. If the committee is waiting on numbers, begin with budget and approval. If a deadline is close, begin with the stage that has the next fixed date.

Each guide owns one decision. When a guide touches another decision, it links to the guide that owns it.

From a guide to a tool

Many guides link to a planning tool that turns your own inputs into a worksheet, for example the event brief builder. Browse every tool on the tools page.

Tools run in your browser. Nothing you type is sent to this website. Data is saved on your device only if you press Save, and the Clear button removes it.

What the library does not do

The library gives planning support. It does not give legal, financial, safety, accessibility or compliance advice, and fictional examples are only illustrations. For those topics, the guides give questions to put to a qualified party.

When you want the library's output turned into a written plan for your event, use the contact page.

Worked example · Fictional example

A fictional route through the library

Fictional organisation and figures, for illustration only.

The secretary of a fictional bar association has a conference in five months and no approved budget. She starts with the stage on scope and budget, reads one guide and uses one tool to build a summary.

The summary goes to the council with three open decisions, and she returns to the library for the guide on supplier requirements.

Use this yourself

Where am I? Library starting sheet

Fill this in before opening the list below.

  1. Event and date, or not decided:
  2. Stage I am in:
  3. The next fixed date and what it needs:
  4. The decision I am stuck on, and who owns it:
  5. The guide I will read first:
  6. The tool I will try after it:
  7. What I will take to my committee:

Open the tool: Event brief builder

Handle it in-house, or bring in help?

Your team can usually handle this when

  • You have time to read the guides and the committee is aligned.
  • A template or checklist is all you need.
  • You can name the decision owner for each open item.

Outside planning help earns its fee when

  • The library shows what to do, but nobody has time to do it.
  • Open decisions have no owner.
  • A committee needs a written plan or scope, not general guidance.

Want the guides applied to your own event?

An Event Blueprint turns what the library covers into a written plan for your event: scope, timeline, responsibilities and supplier requirements. A project lead can then carry the plan forward if you want that. Send a brief and say which stage you are at.

Apply the library to my eventOpens WhatsApp with a draft you can edit before sending. Nothing is sent automatically.Event Blueprint (planning pack)

Questions organisers ask

Is the library free to use?

The guides and tools on this site are available to read and use without an account.

How do I find a topic?

Use the grouped list and the search box below the content.

Are the examples real?

No. Examples are fictional and marked as such.

Can I use the checklists in my own documents?

Yes, for planning your own event. They are aids, not advice.

Related resources

Event planning toolsEvent brief builderHow an engagement works from brief to handoverWho does what: client, project lead and suppliersSubmit an event briefEvent Blueprint: your conference planning pack

Content record: Draft. Written from the cited sources and checked by automated rules; not yet independently reviewed.