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Even simple events like a birthday party require managing a lot of moving parts. When the stakes are higher, it pays to be organized, tracking vendors, stakeholders and other externalities, so that when show time arrives, you are ready to go.

SMITH EVENT for Priority Matrix

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SMITH EVENT in Priority Matrix

This template helps event planners walk through the initial phase of planning an event for a client.

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Proposed Tasks


  • # of people: 150
  • Event type: Anniversary
  • Client Name: John Smith


  • Audition musicians
  • Client Meeting


  • Venue: The Royal Theater Ballroom
  • Hardware: see notes for list
  • Decorations: woodland
  • Food: Thai Palace
  • Layout
  • Misc.
  • Event Date: September 29


  • All other reciepts
  • Venue Contract
  • Musicians Contract