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The planning toolkit

All the details
in one picture

Thoughtful working views for the budget, the commitments, and everything that needs a decision

Make the plan yours

Your planning workbench

Edit the budget, coordinate vendors, and work through closeout

◉ Saved on this device

Working budget

USD · Track planned, approved, committed, and paid amounts

Editable cost categories in US dollars
CategoryPlannedApprovedCommittedPaidActions
Starts with illustrative values · Edits stay in this browserLocal planning tools · USD

Your plan saves locally in this browser. Export a copy to keep or share it. Vendor deposits are tracked as information; no payments are made through these tools

01 / Working views

Clarity you can
work with

See where the plan stands today and what needs attention next. Each view serves a different moment in the event’s life

Illustrative interface · No client information

Fall Assembly / budget v03ILLUSTRATIVE
PLANNED$182,400
COMMITTED$96,750
PAID$31,200
Venue + F&B
$78k
Production
$42.5k
Guest experience
$24k
Operations
$20k
Reserve
$17.9k
02 / Budget versioning

A living plan
with a clear trail

Ideas change. Guest counts move. Production scopes develop. Version notes help everyone understand what changed and why

  • A defined starting scope and assumptions
  • A working category structure
  • A reason for each significant change
Event producer reviewing a floor plan
Guest count updatedv03 · Scope note attached
03 / Vendor milestones

A place for the
next decision

Pair a commitment with the information your stakeholders need to approve it: scope, timing, owner, and documentation

Payment timing is organized as a schedule for your team’s own purchasing process

Vendor commitment mapILLUSTRATIVE
T−60
Venue holdSigned venue scope
Approved
T−45
Lighting + soundProduction lead · scope review
In review
T−30
Guest experienceOperations · deposit approval
Pending
T+14
Final documentsFinance · receipt request
Closeout
04 / The final handoff

Close the event
with context

A useful final record is more than a total. It explains the variance, highlights missing documents, and names the handoff still ahead

Closeout packetILLUSTRATIVE
Final spend recap by cost category
Planned vs. actual variance notes
Outstanding receipt requests
Vendor document references
Stakeholder handoff milestones
Explore before you decide

What happens if
the guest list grows?

Try an illustrative scenario and see the cost categories shift

Open the scenario studio

Your next great gathering
starts with a clearer plan

Bring your vision, your questions, and the details still taking shape. Let’s start there

Start a conversation