Planning Tools

Everything you need, in one place.

Each tool covers one part of the celebration — the vision, the money, the people, the table, the program — and leaves you with something printed you can hand to someone else.

The nine main tools

Open the one that matches today's decision. 0 of 9 are done.

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Your vision

Define what the celebration should mean before spending begins.

10 minVision Card
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Your budget

Turn one budget ceiling into clear, responsible spending decisions.

20 minMoney Sheet
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Your guest list

Plan for the people who will actually arrive—not only the names invited.

25 minGuest Register
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Your vendors

Discovery to post-event review: bookings, contracts, payments, communication, day-of operations and a matched vendor marketplace.

25 minVendor Ledger
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Food and drinks

Calculate portions, serving lines, timing and takeaway requirements.

15 minCatering Brief
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Order of the day

Design the timing, transitions and emotional energy of the celebration.

30 minRun of Show
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Back-up plans

Decide what happens when something does not go according to plan.

15 minEmergency Sheet
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Photos and memories

Protect the photographs, people and moments that must survive the day.

15 minMemory Brief
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After the event

Capture lessons, actual spending and trusted vendors for the next celebration.

10 minCelebration Debrief
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Every planning workbook

The full collection — twenty pages covering every part of the celebration, from the first idea to the last thank-you note.