If you’re looking to plan an event, Microsoft Excel is a great tool to use. With its easy-to-use templates, you can create custom reports and presentations that are perfect for any occasion. Here are a few tips on how to use Microsoft Excel templates for event planning:
- Start by creating a new spreadsheet. This will give you a clean slate on which to work, and it will be easier to customize your reports and presentations.
- Choose the right template for your needs. There are many different templates available, so make sure you choose one that is best suited for your needs.
- Edit the data in your spreadsheet according to your needs. If you want to add images or videos as part of your presentation, edit the data accordingly!
- Use macros to speed up the process of creating reports and presentations. Macros can be very helpful when it comes time to create large documents or when working with complex data sets.
Microsoft Excel is often synonymous with company financials, household budgets, and other numeric data. But Excel can be a terrific tool for planning events like weddings, showers, parties, and more, too. Keep reading for templates you can use to plan your next event.
From the budget and the guest list to the music, you can spend more time getting ready and less time tracking everything. If you’re an Excel user who opens the application each day, consider using it for your next event.
Event Planning Templates
The most successful events typically begin with a plan. With event planning templates, you can keep track of everything that needs to be done. And if you have others helping you with your event, you can split up the tasks using your planner.
RELATED: How to Create a Project Timeline in Microsoft Excel
Event Planner and Timeline
This Event Planner and Timeline template works for almost any type of event. It’s flexible enough to be used for a business seminar or a family reunion.
You have a sheet for the Event Planner where you enter the agenda, checklist, event categories, and key contacts.
Use the Expenses and Income sheets for the financial portions of the event. Then, review the budget at a glance on the Summary sheet.
Baby Shower Planner
While this Baby Shower Planner is perfect for planning an event for the expectant mom, it can also be used for a bridal shower.
It comes complete with a guest list that includes the RSVP and the number of guests in each party. You can use the Food/Drink, Decorations, and Other Supplies sections to list everything you need to purchase with the costs.
For up to and including the day of the shower, use the task list for what needs to be done and when, with spots for notes.
Whether for a baby or a bride, keep this template in mind for planning a shower.
Party Planner
Before the guests arrive and the dancing begins, make sure your party is planned out with this Party Planner template.
The template includes sheets for a to-do list for tasks leading up to the party. You can also use the sheets to track your food and drinks with costs, the guests you invite and their RSVPs, and the activities you’re planning.
You also have a nice overview on a single sheet that shows you the progress, budget, and guest count.
Event Budget Templates
While event planners can include budgets, it may just be the budget you need. With these templates, you can plan purchases down to the last detail, stay on track, and share your budget with others involved.
RELATED: How to Make a Simple Budget in Microsoft Excel
Wedding Budget Tracker
If there’s one event that needs a budget and a good way to track it, it’s a wedding. Microsoft provides almost 10 wedding budgets to pick from.
This Wedding Budget Tracker template is a great option. It gives you a sheet to add the estimated and actual costs for that special day. From the attire to the reception, you can track it all easily.
Then, check out the Budget Summary sheet to see how well you’re staying within budget. You can also add contributions from family or friends along with extra available funds.
Fundraiser Event Budget
Another event that needs a solid budget is a fundraiser. You can make sure you stay within the means of your organization with this Fundraiser Event Budget template.
The template includes several sheets for expenses, revenue, income items, expenditure items, names, and an overview. Just add the items, costs, income, and dates.
Then head to the Event Overview sheet for a bird’s eye view of it all. You’ll see your fundraising goal, the amount collected, and the amount you still need to reach the goal.
See what was collected or expensed, by who, and when. Take advantage of the filters in the columns to sort or filter and the sliders to see specific items.
This template has everything you need for a single-day or ongoing fundraiser.
RELATED: How to Start a Fundraiser After An Emergency Using Facebook
Event Guest List Templates
If your contribution to the event is tracking the guest list or invitations, then you’ll appreciate this next set of templates.
Wedding Guest List
Using this Wedding Guest List template, you can list the guests you plan to invite and track everything from start to finish.
Once you add a guest, you can include their relationship to the bride or groom and the number of guests in their party.
You can also track your guest’s seating arrangements and food choices at the reception.
Dinner Party List
Whether you’re hosting a dinner party or need a way to track guests for another type of event, try this Dinner Party List template.
Although simple, it allows you to track the date, guests, and menu. Plus, you can add any necessary notes. You can easily add sheets for the different menus or food items for those with special needs.
When you host a party that includes food, remember that some guests may have dietary restrictions. This template helps you track not only the guests but the menu they’ll need too.
Wedding List Templates
Checklists are a necessity when it comes to event planning. This is especially true for weddings, as every detail counts. Keep in mind that these templates can be used for other events too. Just edit the template checklists to suit your occasion.
RELATED: How to Create a Checklist in Microsoft Excel
Wedding Playlist
When the reception begins, make sure your music selections are in order with this Wedding Playlist template.
Include the track number and song with the artist and album details, so there’s no question about which tune you expect to hear.
You can also add the duration and what to use the song for, whether you want it played during the first dance or the cake cutting.
Wedding Timeline Planner
While this template is called a Wedding Timeline Planner, it’s technically a checklist of everything that needs to be done leading up to your wedding day.
Start a year before the special day and plan what you need to do nine to 12 months ahead of time. Finish it off with what you need to do on the day of the wedding.
Simply follow the timeline, add your own items as needed, and use the Done column to mark things off as you complete them.
Make sure you have the tools you need to plan and execute an event everyone will remember. These event planning templates for Excel can help you do just that.
