event-planner-pro

name	Event Planner Pro
description	Plan, execute, and measure business events — conferences, webinars, workshops, product launches, networking events, trade shows, and corporate gatherings. Complete event lifecycle from concept to post-event ROI analysis.
metadata	{"clawdbot":{"emoji":"🎪","os":["linux","darwin","win32"]}}

Event Planner Pro 🎪

Complete event planning and execution system. Covers every event type from intimate workshops to 5,000+ person conferences. Business-grade methodology with templates, budgets, timelines, and ROI measurement.

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Phase 1: Event Strategy & Concept

Quick Event Assessment

When asked to plan an event, gather:

event_brief:
  name: ""
  type: ""  # conference | webinar | workshop | networking | trade_show | product_launch | corporate | fundraiser | retreat
  purpose: ""  # lead_gen | brand_awareness | education | community | sales | internal_alignment | celebration
  target_audience: ""
  expected_attendees: 0
  date_range: ""  # preferred dates or flexibility
  budget_range: ""  # total budget or per-attendee target
  format: ""  # in_person | virtual | hybrid
  success_metrics: []  # what does success look like?
  constraints: []  # venue locked, date fixed, sponsor requirements, etc.

Event Type Decision Matrix

Type	Best For	Typical Size	Lead Time	Budget/Person
Webinar	Lead gen, thought leadership	50-500	2-4 weeks	$5-20
Workshop	Deep skill transfer, premium positioning	10-50	4-8 weeks	$100-500
Networking	Relationship building, community	30-200	3-6 weeks	$30-100
Conference	Brand authority, multi-track content	200-5000+	3-12 months	$200-800
Product Launch	Buzz, press, sales pipeline	50-500	6-12 weeks	$150-1000
Trade Show (booth)	Industry visibility, leads	N/A	8-16 weeks	$5K-50K total
Corporate/Internal	Alignment, culture, training	20-500	4-8 weeks	$100-400
Fundraiser	Donations, donor cultivation	50-500	8-16 weeks	$150-500
Retreat	Team bonding, strategy	10-50	6-12 weeks	$500-2000

Purpose → Format Mapping

• Lead generation → Webinar (top funnel) + Workshop (bottom funnel)
• Brand authority → Conference or speaking at others' events
• Sales acceleration → Intimate dinner/roundtable for 10-20 prospects
• Community building → Monthly meetup series + annual summit
• Education → Workshop series with certification
• Internal alignment → Offsite retreat + quarterly town halls

---

Phase 2: Budget Planning

Budget Template

event_budget:
  name: ""
  total_budget: 0
  contingency_pct: 15  # always include 15% buffer
  
  venue:
    rental: 0
    insurance: 0
    security: 0
    permits: 0
    subtotal: 0
  
  food_beverage:
    catering: 0
    beverages: 0
    special_dietary: 0
    service_staff: 0
    subtotal: 0
  
  technology:
    av_equipment: 0
    streaming_platform: 0  # for virtual/hybrid
    event_app: 0
    wifi_upgrade: 0
    recording: 0
    subtotal: 0
  
  marketing:
    design_branding: 0
    paid_ads: 0
    email_platform: 0
    printed_materials: 0
    signage: 0
    photography_video: 
     
  
  
     
     
     
     
     
  
  
     
     
     
     
     
     
     
  
     
   

  
     
     
     
     
     
  
     
   

Budget Allocation Rules by Event Type

Type	Venue	F&B	Tech	Marketing	Speakers	Logistics
Conference	25%	20%	15%	20%	10%	10%
Webinar	0%	0%	40%	35%	15%	10%
Workshop	20%	15%	10%	25%	20%	10%
Networking	30%	30%	5%	20%	5%	10%
Product Launch	20%	15%	20%	25%	5%	15%
Trade Show	40%	10%	15%	20%	0%	15%

Cost-Cutting Strategies (When Budget is Tight)

1. Venue → Use co-working spaces, university halls, partner offices
2. Speakers → Offer exposure/content swap instead of fees for smaller events
3. F&B → Breakfast/lunch only (no dinner), drink tickets instead of open bar
4. Marketing → Leverage speakers' audiences, partner cross-promotion
5. Tech → Use free tiers (StreamYard, Zoom, Luma) for <100 attendees
6. Swag → Digital swag bags (ebooks, templates, discount codes) instead of physical

---

Phase 3: Timeline & Project Plan

Master Timeline Template

Adapt lead time to event type. Conference = 6-12 months. Webinar = 2-4 weeks.

timeline:
  t_minus_6_months:
    - Define event concept, goals, success metrics
    - Set budget and get approval
    - Book venue (in-person) or select platform (virtual)
    - Identify keynote speakers, begin outreach
    - Create event brand (name, logo, color scheme, tagline)
    
  t_minus_4_months:
    - Confirm speakers and session topics
    - Launch event website/landing page
    - Open early-bird registration
    - Begin sponsor outreach   
        
    
  
        
          
           
        
        
       
    
  
       
        
       
           
          
        
    
  
        
        
          
        
         
            
    
  
        
          
        
       
          
         
    
  
        
          
           
        
        
           
          
    
  
            
          
        
          
           
          
           

Webinar-Specific Fast Timeline (2-4 Weeks)

webinar_timeline:
  week_1:
    - Define topic, title, speaker(s)
    - Create landing page with registration form
    - Write 3-email invite sequence
    - Schedule social posts (5-8 posts)
    - Set up streaming platform (test audio/video)
    
  week_2:
    - Send invite email #1 (announcement)
    - Speaker prep call (align on content, Q&A format)
    - Create slide deck template
    - Send invite email #2 (value hook)
          
    
  
      
         
        
          
         
    
  
         
      
       
            
         
    
  
         
       
       
       
         

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Phase 4: Venue & Vendor Management

Venue Selection Scorecard (In-Person)

Rate each venue 1-5:

Criterion	Weight	Score	Weighted
Capacity fits (with 20% buffer)	5	/5	/25
Location accessibility (transit, parking, airport)	4	/5	/20
AV capabilities built-in	4	/5	/20
Wifi capacity (ask: max concurrent devices)	4	/5	/20
Catering options (in-house or flexible)	3	/5	/15
Breakout rooms available	3	/5	/15
Natural lighting	2	/5	/10
Brand alignment (vibe matches event)	2	/5	/10
Cancellation/rescheduling policy	3	/5	/15
Total			/150

Threshold: 110+ = book it. 80-109 = negotiate improvements. <80 = keep looking.

Venue Contract Checklist

• Confirm capacity (seated vs standing vs classroom)
• Wifi specs: bandwidth, max devices, password distribution
• AV: projector, screens, mics (how many wireless?), sound system
• Power: outlet locations, extension cord policy, generator backup
• Setup/teardown time included (typically need 2-4 hours each)
• Cancellation terms and force majeure clause
• Catering exclusivity or BYO allowed
• Parking: how many spots, validation, shuttle
• Insurance requirements (usually need event liability)
• Noise restrictions and time curfews
• Accessibility: wheelchair, elevators, restrooms

Vendor Management Template

vendors:
  - name: ""
    type: ""  # catering | av | photography | streaming | decor | transport | security
    contact: ""
    phone: ""
    email: ""
    contract_signed: false
    deposit_paid: false
    deposit_amount: 0
    total_cost: 0
    payment_schedule: ""
    cancellation_policy: ""
    insurance_verified: false
    delivery_date: ""
    setup_time_needed: ""
    notes: ""

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Phase 5: Speaker & Content Management

Speaker Outreach Template

Subject: Speaking at [Event Name] — [Date]

Hi [Name],

We're organizing [Event Name], a [type] event for [audience] on [date] in [location/virtual].

Your work on [specific topic/achievement] is exactly what our attendees need. We'd love you to deliver a [length]-minute [keynote/talk/workshop/panel] on [proposed topic].

What we offer:
- [Fee / travel + accommodation / exposure to X audience]
- Professional recording of your session
- Promotion to our [X]-person audience across [channels]

[X] attendees from companies like [notable names].

Interested? Happy to jump on a quick call this week.

Best,
[Name]

Speaker Prep Kit

Send 4 weeks before event:

speaker_kit:
  event_overview:
    name: ""
    date: ""
    venue: ""
    audience_profile: ""
    expected_attendance: 0
    
  session_details:
    title: ""
    format: ""  # keynote | breakout | workshop | panel | fireside
    duration_minutes: 0
    q_and_a_minutes: 0
    time_slot: ""
    room: ""
    
  content_guidelines:
    slide_template_url: ""  # branded template
    slide_deadline: ""  # 1 week before event
    max_slides: 0
    no_sales_pitch: true
    actionable_takeaways: 3  # minimum
    audience_level: ""  # beginner | intermediate | advanced | mixed
    
  logistics:
    arrival_time: ""
    tech_check_time: ""
    green_room_location: ""
    av_setup: ""  # what's provided (clicker, mic type, monitor)
       
     
    
  
     
     
     
       

Agenda Design Principles

1. Energy management — high-energy sessions after breaks, reflective sessions after lunch
2. The 18-minute rule — no single talk >18 min without interaction (TED model)
3. Breakout ratio — for conferences, 60% main stage / 40% breakouts
4. Networking slots — schedule 3 structured networking moments (not just "breaks")
5. Start strong, end strong — best speakers open and close the day
6. Buffer time — add 10 min between sessions (transitions always take longer)
7. No back-to-back panels — audience fatigue kills engagement

Agenda Template (Full-Day Conference)

08:00 - 08:45  Registration & Coffee ☕
08:45 - 09:00  Welcome & Housekeeping
09:00 - 09:30  Opening Keynote: [Big Name / Big Idea]
09:30 - 09:45  Transition + Networking Activity #1
09:45 - 10:15  Talk: [Topic A]
10:15 - 10:45  Talk: [Topic B]
10:45 - 11:15  Break + Expo / Sponsor Booths ☕
11:15 - 12:00  Workshop Track A | Workshop Track B | Workshop Track C
12:00 - 13:00  Lunch + Networking Activity #2 🍽️
13:00 - 13:30  Fireside Chat: [Industry Leader]
13:30 - 14:00  Talk: [Topic C]
14:00 - 14:30  Talk: [Topic D]
14:30 - 15:00  Break + Expo ☕
15:00 - 15:45  Panel: [Hot Topic]
15:45 - 16:15  Lightning Talks (5 min x 5 speakers)
16:15 - 16:45  Closing Keynote
16:45 - 17:00  Wrap-up & Announcements
17:00 - 19:00  Happy Hour / After-Party 🎉

---

Phase 6: Registration & Marketing

Registration Pricing Strategy

pricing_tiers:
  super_early_bird:
    discount: 40%
    deadline: "T-3 months"
    purpose: "Validate demand, seed initial registrations"
    
  early_bird:
    discount: 20%
    deadline: "T-6 weeks"
    purpose: "Build momentum, create urgency"
    
  regular:
    discount: 0%
    deadline: "T-1 week"
    purpose: "Standard pricing"
    
  last_minute:
    premium: 10%  # optional
    deadline: "Day of"
    purpose: "Captures procrastinators"
    
  group_discount:
    threshold: 3  # tickets
    discount: 15%
    purpose: "Encourage team attendance"
    
  student_nonprofit:
    discount: 50%
    verification: "edu email or org verification"

Marketing Campaign Timeline

marketing_phases:
  awareness:  # T-8 to T-6 weeks
    - Launch event website/landing page
    - Announce on social media (3-5 posts)
    - Email blast to existing list
    - Speaker announcements (1 per week)
    - Partner cross-promotion begins
    
  consideration:  # T-6 to T-3 weeks
    - Share agenda/session details
    - Speaker spotlight posts (interviews, quotes)
    - Early testimonials from past events
    - Retargeting ads on registrants who didn't complete
      
    
    
      
      
       
         
          
    
    
      
      
         
         

Email Sequence (6 Emails)

1. Announcement (T-8 weeks): What, when, why. Early-bird CTA
2. Speaker reveal (T-6 weeks): Highlight 2-3 speakers. Social proof
3. Agenda drop (T-4 weeks): Full schedule. "Which sessions excite you?"
4. Early bird ending (T-3 weeks): Price goes up in X days. Urgency
5. Final details (T-1 week): Logistics, what to bring, excitement builder
6. Day-before (T-1 day): Reminder, schedule link, parking/wifi info

Landing Page Must-Haves

• Clear event name, date, location above the fold
• 1-sentence value prop: "What you'll walk away with"
• Speaker headshots + 1-line bios
• Agenda overview (expandable)
• Social proof (past attendee quotes, logos of companies attending)
• Pricing tiers with clear CTA
• FAQ section (parking, refunds, dress code, recording)
• Mobile-responsive
• Countdown timer
• Video from past event (if applicable)

---

Phase 7: Sponsorship

Sponsorship Tier Structure

sponsorship_tiers:
  title_sponsor:
    price: ""  # typically 40-60% of total sponsorship goal
    benefits:
      - Logo on all materials (event name: "Powered by [Sponsor]")
      - Keynote slot or fireside chat (10-15 min)
      - Premium booth location
      - Full attendee list (with consent)
      - 10 complimentary tickets
      - Logo on recording/replay
      - Social media mentions (10+)
      - Email feature
    limit: 1
    
  gold:
    price: ""
    benefits:
      - Logo on website and printed materials
           
          
         
          
          
     
    
  
     
    
         
          
         
          
     
    
  
       
    
         
         
         
     

Sponsor Outreach Email

Subject: Sponsorship Opportunity — [Event Name] ([Date])

Hi [Name],

[Event Name] brings together [X] [audience type] on [date] in [location].

Last year: [X attendees], [X% decision-makers], [notable companies].

We have [tier] sponsorship packages from $[low] to $[high], including:
- [Top 3 benefits of relevant tier]

Our attendees match your ICP: [specific overlap].

Happy to send the full sponsorship deck. Quick 15 min this week?

Best,
[Name]

Sponsor ROI Package (Post-Event)

Send within 2 weeks:

• Total attendee count and demographics
• Booth traffic / session attendance numbers
• Social media impressions and mentions
• Photos featuring sponsor branding
• Lead list (with consent) or scan data
• Attendee satisfaction scores
• "Thank you" and early-bird offer for next event

---

Phase 8: Day-Of Execution

Run of Show Document

The single most important document. Every staff member gets a copy.

run_of_show:
  event: ""
  date: ""
  venue: ""
  
  team_contacts:
    event_lead: {name: "", phone: ""}
    av_tech: {name: "", phone: ""}
    registration: {name: "", phone: ""}
    catering: {name: "", phone: ""}
    venue_contact: {name: "", phone: ""}
    
  schedule:
    - time: "06:00"
      activity: "Team arrives, begin setup"
      owner: ""
      notes: ""
    - time: "07:00"
      activity: "AV check, mic test all rooms"
      owner: ""
      notes: ""
    # ... full schedule with owner and notes for every slot
    
  contingency:
    speaker_no_show: "Backup: [name] on standby. Extend Q&A. Panel becomes fireside."
     
     
     
     
     

Emergency Kit Checklist

• Power strips and extension cords (5+)
• HDMI, USB-C, DisplayPort adapters (all types)
• Backup laptop with all presentations
• Mobile wifi hotspots (2-3)
• Gaffer tape, duct tape, double-sided tape
• Markers (whiteboard + permanent)
• Scissors, box cutter
• Batteries (AA, AAA)
• Phone chargers (Lightning, USB-C)
• First aid kit
• Breath mints, pain relievers, hand sanitizer
• Printed attendee list (backup for registration)
• Cash for tips/emergencies
• Spare badges and lanyards
• Bluetooth speaker (backup audio)

Networking Facilitation Activities

Don't just say "network" — structure it:

1. Speed networking — 3 min rounds with prompt cards ("What's your biggest challenge this quarter?")
2. Birds of a feather — tables labeled by topic, self-select
3. Buddy match — pre-match 2 attendees with complementary profiles, email intro before event
4. Ask the expert — speakers available at labeled tables during breaks
5. Scavenger hunt — find people matching descriptions on a bingo card (icebreaker)

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Phase 9: Virtual & Hybrid Events

Platform Selection Guide

Platform	Best For	Max Attendees	Price Range
Zoom Webinar	Simple webinars	10,000	$79-6,490/yr
StreamYard	Multi-speaker, branded	1,000	Free-$99/mo
Hopin	Full conferences	100,000	Custom
Luma	Community events, ticketing	Unlimited	Free-$59/mo
Airmeet	Networking-focused	10,000	$167+/mo
Riverside	High-quality recording	8 speakers	$24/mo
YouTube Live	Broadcast, no interaction	Unlimited	Free

Hybrid Event Rules

1. Virtual is NOT second-class — dedicated camera angles, chat moderator, virtual MC
2. Separate virtual agenda — don't just stream the in-person event; add virtual-only Q&A, breakouts
3. Tech check doubles — test in-room AND streaming simultaneously
4. Chat moderator mandatory — someone monitoring virtual chat and surfacing questions
5. On-demand within 24 hours — virtual attendees expect recordings fast
6. Pricing — virtual tickets = 30-50% of in-person (lower, but not free)

Virtual Engagement Techniques

• Polls every 10 minutes — keep attention
• Chat prompts — "Drop your city in chat!" at the start
• Breakout rooms — 4-6 people, 10 min, specific prompt
• Live Q&A — dedicate last 1/3 of session
• Gamification — points for participation, prize at end
• Camera-on culture — encourage (don't mandate) cameras for workshops

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Phase 10: Post-Event Analysis & ROI

Feedback Survey (Send Within 24 Hours)

Keep it short (5 min max):

1. Overall satisfaction (1-10)
2. Which session was most valuable? (dropdown)
3. Which session was least valuable? (dropdown)
4. How likely to recommend to a colleague? (1-10 NPS)
5. What one thing would you improve?
6. What topics do you want next time?
7. Would you attend again? (Yes / Maybe / No)

ROI Calculation Framework

event_roi:
  costs:
    total_spend: 0
    staff_time_hours: 0
    staff_time_cost: 0  # hours × blended rate
    total_cost: 0  # spend + staff time
    
  direct_revenue:
    ticket_sales: 0
    sponsorship_revenue: 0
    merchandise: 0
    total_direct: 0
    
  pipeline_value:
    leads_generated: 0
    qualified_leads: 0
    average_deal_size: 0
    expected_close_rate: 0
    pipeline_value: 0  # qualified × deal_size
    expected_revenue: 0  # pipeline × close_rate
    
  brand_value:
    social_impressions: 0
    media_mentions: 0
    new_email_subscribers: 0
    content_assets_created: 0  # recordings, blogs, clips
    estimated_content_value: 0  # cost to create equivalent
    
  calculations:
    direct_roi_pct: 0  # (direct_revenue - total_cost) / total_cost × 100
       
       
       
     
    
     
  
  
  

Post-Event Content Strategy

Maximize the long tail value of your event:

1. Day 1-2: Thank you email + survey + photos
2. Day 3-5: Recording links (gated = lead gen)
3. Week 1: Blog recap ("Top 5 Takeaways from [Event]")
4. Week 2: Speaker highlight clips (30-60 sec for social)
5. Week 3: Full session recordings released (drip, not all at once)
6. Month 1: Ebook/report compiled from session content
7. Month 2: Case study from attendee success story
8. Ongoing: Repurpose quotes, stats, clips for 3-6 months

Lessons Learned Template

post_mortem:
  event: ""
  date: ""
  attendees: 0
  nps: 0
  
  what_worked:
    - ""
    
  what_didnt:
    - ""
    
  surprises:
    - ""
    
  vendor_feedback:
    - vendor: ""
      rating: "/5"
      rebook: true  # would use again?
      notes: ""
      
  budget_vs_actual:
    budgeted: 0
    actual: 0
    variance_pct: 0
    biggest_overruns: []
    biggest_savings: []
    
  next_time:
    keep: []
    change: []
    add: []
    remove: []

---

Phase 11: Event Series & Scaling

Building a Recurring Event Brand

1. Consistent naming — "[Brand] Summit 2026", "[Brand] Meetup #14"
2. Monthly cadence for meetups — same day/time (e.g., "First Thursday")
3. Annual flagship — one big event per year, smaller events feed into it
4. Content flywheel — each event produces content that markets the next
5. Community — create a year-round community (Slack/Discord) between events
6. Alumni pricing — past attendees get early access and discounts

Scaling Checklist

• Documented SOPs for every role
• Vendor relationships established (repeat = discounts)
• Registration system handles volume
• Volunteer/staff training program
• Sponsor renewal process (12 months ahead)
• Content library from past events
• Budget template refined from actuals
• NPS trending upward event over event

---

Phase 12: Industry-Specific Guides

Tech/SaaS Events

• Focus: Product demos, developer workshops, API hackathons
• Unique: Offer wifi and power at every seat. Developer swag (stickers, tees). Live coding demos.
• Sponsorship angle: "Reach X developers building with [technology]"

Professional Services (Legal, Consulting, Finance)

• Focus: CLE/CPE credits, roundtable discussions, case study presentations
• Unique: Formal networking (no icebreaker games). Name badges with titles. Printed agendas.
• Sponsorship angle: "Position your firm in front of X decision-makers"

Healthcare

• Focus: CME credits, compliance workshops, patient outcome data
• Unique: Strict pharma sponsorship rules (Sunshine Act). No gifts >$100. Disclosure requirements.
• Sponsorship angle: Work through compliance-approved channels only

Construction / Manufacturing

• Focus: Site visits, equipment demos, safety workshops, trade certifications
• Unique: PPE requirements for site visits. Outdoor contingency plans. Hands-on format preferred.
• Sponsorship angle: "Demo your equipment to X contractors/engineers"

Real Estate

• Focus: Market outlook panels, deal-making networking, property tours
• Unique: Evening cocktail format works best. Bring listings/deal sheets. Intimate roundtables (20-30).
• Sponsorship angle: "Connect with X active investors/developers"

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Scoring & Quality Check

Event Readiness Score (Pre-Event)

Rate 1-5 before proceeding:

Dimension	Score
Venue/platform confirmed and tested	/5
Speakers confirmed with content submitted	/5
Registration open with marketing active	/5
Budget tracked with <10% unknowns	/5
Run-of-show document complete	/5
Team briefed on roles	/5
Contingency plans documented	/5
Tech rehearsal completed	/5
Total	/40

35+ = Go. 25-34 = Fix gaps this week. <25 = Postpone or simplify.

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Natural Language Commands

• "Plan a [type] event for [audience] on [date]"
• "Create a budget for a [size]-person [type] event"
• "Build an event timeline for [date]"
• "Design the agenda for a [duration] [type] event"
• "Write a speaker outreach email for [name] about [topic]"
• "Create a sponsorship deck for [event]"
• "Build a marketing campaign for [event]"
• "Calculate ROI for [event] — [costs] spent, [results] achieved"
• "Create a run-of-show for [event]"
• "Write a post-event survey for [event]"
• "Compare venues: [venue A] vs [venue B]"
• "Plan a webinar on [topic] in [timeframe]"