Event Planning Pro Toolkit
A complete toolkit for established event planners, including an annual event management agreement and an in-depth post-event completion review
Get started with PocperEvent Brief & Requirements
Welcome! We're so excited to start planning your event. This form helps us understand exactly what you're envisioning so we can bring it to life. It takes about 10 minutes — and the more detail you share, the better we can tailor everything to you.
Contact Information
Your full name:
Phone number:
Email address:
Company / organization (if applicable):
What Kind of Event Is This?
Select all that apply:
Corporate conference
Product launch
Gala / dinner
Birthday party
Anniversary
Charity fundraiser
Team building
Workshop / seminar
Festival / concert
Other
Event Details
Event name / theme:
Event date:
Backup / alternative date:
Start time:
End time:
Expected number of guests:
Budget range:
Venue Preference
What kind of space do you have in mind? Select all that apply:
Hotel ballroom
Outdoor garden
Rooftop
Restaurant
Conference center
Beach
Client's own venue
Help me find a venue
Goals & Audience
What does a successful event look like for you?
Describe your target audience or guest list:
Must-Have Elements
Check everything you'd like included:
Live music / DJ
Photography
Videography
Catering
Bar service
Decorations / florals
Stage / AV setup
Photo booth
MC / host
Transportation
Security
Dietary Requirements
Select any dietary needs your guests may have:
Vegetarian options
Vegan options
Halal
Kosher
Gluten-free
Nut-free
No special requirements
Look & Feel
Describe your colour scheme, style, or theme:
Upload inspiration images (mood board, Pinterest board screenshots, etc.):
Anything Else?
Special requests, important details, or anything we should know upfront:
Thank you for sharing your vision with us! We'll review your brief and be in touch within 1–2 business days to start making your event unforgettable.
Templates in this pack
The Event Planning Pro Toolkit pack includes 7 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.
Event Brief & Requirements
Welcome! We're so excited to start planning your event. This form helps us understand exactly what you're envisioning so we can bring it to…
Venue & Vendor Coordination Checklist
This checklist keeps all your vendors organised in one place. Work through each section as confirmations come in — a checked box means one…
Day-Of Event Rundown
This is your master guide for the day. Every key person on-site should have a copy. Fill in the timeline carefully — the more detail, the…
Post-Event Review & Feedback
We hope your event was everything you dreamed of! Your feedback means the world to us — it takes about 5 minutes and helps us keep getting…
Event Budget Proposal & Approval
Based on the event brief you shared, here is our itemized budget proposal. Please review each line, flag anything you'd like to adjust, and…
Annual Event Management Agreement
This agreement sets out the terms of an ongoing event management engagement between the event planning company ("Planner") and the client…
Post-Event Completion & Handover Review
Now that your event has wrapped up, this review captures your assessment of how it went and confirms that everything has been handed over…
Frequently asked questions
- What's included in the Event Planning Pro Toolkit templates?
- The Event Planning Pro Toolkit pack contains 7 templates: Event Brief & Requirements, Venue & Vendor Coordination Checklist, Day-Of Event Rundown, Post-Event Review & Feedback, Event Budget Proposal & Approval, Annual Event Management Agreement, Post-Event Completion & Handover Review. Each is ready to use and fully editable.
- Can I customize these templates?
- Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.
- How do I use the Event Planning Pro Toolkit templates?
- Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.