EVENT PLANNING BUSINESS PLAN TEMPLATE
Use this template to create the business plan for your new event management
business.
1.
The Basic Business Information
Business Name
Business Owner
Business Address
Email
Phone Number
Mobile Number
Website Address
Social Media Details
2.
The Executive Summary
This is a concise summary (generally a page) and quick reference guide illustrating the
key points from the business and financial plan.
3.
Business Vision
Business Mission Statement/Vision
Business Strapline
Elevator Pitch
4.
Business Overview
Type of company
Directors and other key stakeholders
Business activity
Location/markets
5.
Director(s) Background Information
Relevant career history
Reasons for wanting to start the business
Qualifications
Other relevant information
6.
Operations and Logistics Plan
Offer an explanation describing how the business will function.
Key staff and responsibilities for specific tasks.
Premises.
Transport.
Business equipment.
7.
Your Target Market
Are you serving individuals, businesses or both?
What is your target market?
How will you cater to this target market?
Do you have a specialism or niche?
Outline your ideal client personas.
Where are you clients based?
How will clients find and contact you?
Why will clients want to purchase your products/services?
What influences the buying decisions of your customers?
Do you have clients waiting to use your services/buy your products?
Have you already made sales?
8.
Market Analysis
Include an overview of the market as a whole, with specific valuations and data. Define
the scope of your specific target market.
9.
Market Research
Include details of any market research you have undertaken. This may include surveys,
focus groups and conversations.
10.
Competitor Analysis
List the names, locations, websites and turnover information of your main
direct and indirect competitors.
What type of events do they plan?
What is their target market?
Do they have a niche or specialism?
Do you have any information about their pricing strategy?
Who are their clients?
What are their strengths and weaknesses?
How will you gain a competitive edge over your competitors?
11.
Marketing Strategy
Describe what you are going to do to market your business, the target audience, why you
think it will be effective, what you want the outcomes to be and how much it will cost.
12.
SWOT Analysis
Identify your Strengths, Weaknesses, Opportunities and Threats.
13.
Unique Selling Points.
Identify the ways you are unique and offer something different to your competitors.
14.
Sales and Marketing
Describe the main product/service(s) you are offering.
Give pricing and sales information or details for how you will calculate your
fees.
What is your profit margin?
15.
Legalities
Insurance requirements
Legal requirements
Business bank accounts
Tax registration
Shares
Date of Incorporation
Key business deadlines
16.
Personal Budget
Calculate your outgoings and what you need to live on, detailing any income you have
coming in.
17.
Business Financial and Cash Flow Forecast
On a monthly basis estimate the sales and expenditure of the business.
List any assumptions and predictions - e.g. the Christmas period is a bad
time for conferences so we expect sales to be lower.
Include all financial information, from startup costs to balance sheets.
The income necessary to start or maintain the business.
The sales/income needed over the next two, three, and five years.
Any additional funding and investment anticipated.
Ongoing business expenses, including salaries, insurance costs, promotional
expenses, etc.
18.
Financial Projections.
Provide projected income statements and balance sheets for at least two or three years.
19.
Additional Supporting Information
Attach any supporting documents
market research
customer feedback
articles on the company
résumés of key personnel