Event Planning Questionnaire

Event Planning Questionnaire, updated 7/1/19, 10:56 PM

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Event Planning Questionnaire

From: _______________________________
To: ___________________________________

We are honored to help you plan your event. Please complete and submit our general questionnaire as soon
as possible. We will then have all the necessary information and will be able to help you build the event of the
season.
Information about the Company
1. Company or organization contact information.
Name:

Address:

Phone:

Fax:

Email:

Job Title:

Company Name:



2. Please check all that apply:
The company/organization is a corporation

Professional Services Firm
Charity

Association
Private Company
Information about the Event
1. Please tell us what type of event you are
interested in hosting. Please select all that apply.
2. Please tell us what your organization’s main goals
are for the event. Please select all that apply.

Seminar or Educational Conference

New Customer Acquisition

Gala

Existing Customer Retention

Themed Party

Team Building

Reception

Brand Building

Sales Meeting

Sales Award or Incentive

Golf Tournament

Community Relations

Executive Retreat

Networking

Outdoor Event

Product Exposure or Launch

Networking Event

Employee Relations

Tradeshow or Expo

Continuing Education

Reception



E-Learning Event



3. What is the name of your event?


4. What is the estimated budget for the event?


5. Who pays for the event?
Attendee
Sponsor
Company/Organization

6. What are the dates of your event?
Unsure
From
To

7. Are the dates flexible?
Y N
8. Will this be a recurring event? Y N

9. How often will the event occur?
N/A
Yearly
Quarterly
Monthly

10. Where will the event be held?


11. Is the venue already booked?
Y N

12. What is the expected attendance?
Min
Max

13. Who is the decision maker for the event?
Name


Title


14. Please specify any additional services you may need for your event. Select all that apply.

Needs Consultation and Assessment

Insurance Compliance

Venue Selection

Accounting and Bookkeeping

Contract Negotiation and Management

Brand or Identity Development

Advanced or On-Site Registration

Website Development

Event Reports

Attendee Recruitment

Speaker or Talent Sourcing

Telemarketing

Speaker or Talent Coordination

Print Advertising

Transportation

Email Advertising

Audio Video Coordination

Fax Advertising

Stage Design

Media Advertising

Activities and Programs

Sponsor or Exhibitor Retention

Photography and Video Production

Promotional Item Locating

Legal Compliance



15. Additional Comments