Event Proposal Template

This event proposal template has 11 pages and is a MS Word file type listed under our sales & marketing documents.

Sample of our event proposal template:

Event Proposal Your business slogan here. Prepared By: [YOUR NAME] [YOUR JOB TITLE] Phone 555.555.5555 Email info@yourbusiness.com www.yourbusiness.com Statement of Confidentiality & Non-Disclosure This document contains proprietary and confidential information. All data submitted to [RECEIVING PARTY] is provided in reliance upon its consent not to use or disclose any information contained herein except in the context of its business dealings with [YOUR COMPANY NAME]. The recipient of this document agrees to inform its present and future employees and partners who view or have access to the document's content of its confidential nature. The recipient agrees to instruct each employee that they must not disclose any information concerning this document to others except to the extent that such matters are generally known to, and are available for use by, the public. The recipient also agrees not to duplicate or distribute or permit others to duplicate or distribute any material contained herein without [YOUR COMPANY NAME]'s express written consent. [YOUR COMPANY NAME] retains all title, ownership and intellectual property rights to the material and trademarks contained herein, including all supporting documentation, files, marketing material, and multimedia. BY ACCEPTANCE OF THIS DOCUMENT, THE RECIPIENT AGREES TO BE BOUND BY THE AFOREMENTIONED STATEMENT. Table of Content Table of Content 3 1. Event Proposal 4 1.1 The Event 4 1.2 Values and Vision 4 1.3 Outputs 4 1.4 Outcome 4 1.5 Requirements Checklist 5 1.6 Event Checklist 5 2. The Goals 6 2.1 Goals & Objectives 6 3. Event Speakers & Message 7 3.1 Message Checklist 7 4. Event Design 8 4.1 Design Checklist 8 4.2 Focus of Event Checklist 8 5. Timeframe 9 5.1 Event Schedule 9 6. Budget 10 6.1 Budget Determination 10 7. Monitoring and Evaluation 11 7.1 Monitoring and Evaluation of the Event 11 Event Proposal The most important thing to remember is that you must plan your event according to what your client wants. Whether your client is your own business or a paying client you must tailor-make your event to the specific outcome of the event. 1.1 The Event In this section, describe in detail the event you propose to undertake. Highlight the inherent benefits of the event/project. 1.2 Values and Vision State the vision and objectives of the project. They must be " smart ", i.e. specific, measurable, action-oriented, realistic and time-based. If possible, try to associate the problem or opportunity with the vision so that the project team knows exactly what the vision will solve. 1.3 Outputs Describe the products or services that the project will create. These may include reports, new practices, recommendations, action plans, etc. 1.4 Outcome Describe the specific changes the outputs are expected to achieve in the medium-term. What changes processes or behavior will the project lead to? 1.5 Requirements Checklist Use this checklist to clarify your requirements for your event. The checklist is aimed at general events that include sales and marketing type requirements. But you can use it for any type of event you are planning. 1.6 Event Checklist Include a company overview State why you are perfect for the contract Include relevant case studies and statistics Include team member profiles Ensure the budget is handled in line with client expectation Include high and low budget options Include upsells Identify new forms of revenue if possible Include your environmental policy Not all these items will always apply but with this checklist, you can make sure that you have all the requirements for your event ready. The Goals 2.1 Goals & Objectives