University Marketing & Communications

Planning checklists and templates

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

Bay Laurel Catering’s Event Guide – Getting Started

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)