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Questionnaire template

Event Planning Brief

Client brief for an event planner covering event type, size, format, venue, budget, services, priorities and guest needs.

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Event · Event experience. All Event templates

Questions in this template

Event Basics

  1. This brief tells us what you have in mind for your event. Your answers let us prepare a plan and a quote that fit your goals.

  2. What kind of event are you planning?

    Choose one:

    • Conference
    • Corporate meeting
    • Party or celebration
    • Wedding
    • Product launch
    • Fundraiser
    • Other

  3. What kind of event is it?

    Condition: Shown when the event type is Other

    Open answer

  4. What is the main thing you want the event to achieve?

    Open answer

  5. How many guests do you expect?

    A number from 1 to 10000

  6. How flexible is the date?

    Choose one:

    • The date is fixed
    • Any day within a given week
    • Any time within a given month
    • Fully flexible

Format and Venue

  1. How will guests take part?

    Choose one:

    • In person
    • Online
    • Hybrid (in person and online)

  2. Would you prefer an indoor or an outdoor setting?

    Condition: Not asked for online-only events

    Choose one:

    • Indoor
    • Outdoor
    • Either

  3. Have you already secured a venue?

    Condition: Not asked for online-only events

    Choose one:

    • Yes
    • No

  4. How long will the event run?

    Choose one:

    • Half a day or less
    • One full day
    • Two to three days
    • More than three days

Budget and Services

  1. What is the total budget for the event (in your local currency)?

    Choose one from a list:

    • Under 5,000
    • 5,000-19,999
    • 20,000-49,999
    • 50,000-99,999
    • 100,000 or more
    • Not decided yet

  2. Which services would you like us to arrange?

    Choose any that apply:

    • Catering
    • Audio-visual equipment
    • Decoration
    • Entertainment
    • Photography or video
    • Guest transport
    • Accommodation
    • None, we will arrange these ourselves

  3. Rank these priorities from 1 (most important) to 4 (least important).

    • Keeping costs down
    • The location
    • The guest experience
    • Sticking to the schedule

    For each row: choose one from a list:

    • 1
    • 2
    • 3
    • 4

Guests and Success

  1. Do any guests have dietary or accessibility needs we should plan for?

    Choose one:

    • Yes
    • No
    • Not known yet

  2. Please describe those needs.

    Condition: Shown when guests have special needs

    Open answer

  3. How will you judge whether the event was a success?

    Open answer