University Marketing & Communications

Planning checklists and templates

The following are some helpful event planning tools, checklists, and resources.

Event Checklist for Advancement Events (Doc)

Event Checklist for External Affairs Events (Doc)

Sample Reception Budget (Excel)

Campus Site Inspection Checklist – sample (Doc)

Event Planning Timeline – U. of Iowa sample (Doc)

Event To Do List – sample (Doc)

Post Fundraising Event Evaluation Form – UW Medicine sample (Doc)