RESOURCES
We are excited to share the templates and tools we use for each and every event we design and produce. These resources can be implemented into your business immediately as is or serve as a starting tool for you to customize to fit your brand and service level.
Planning & Design Bundles
Our curation of checklists, tools and templates supporting various topics in our planning and design processes.
Master planning bundle
The exact templates we use to stay organized throughout the planning process with our clients. These working documents are delivered in one expansive tool that is designed to share with the clients so they can follow along throughout the planning process.
Extensive Guest List Template
Wedding Profile Template
On-Site Team Assignments Sample
Planning & Design Overview Sample
Budget Template
Master Timeline Template
Seating Assignment Template
Vendor Contact Sheet Sample and Template
Vendor Comparison Sample and Template
Design Bundle
To ensure a complete, cohesive design, this bundle contains our master design checklist and all tools necessary to place design related orders for your event.
Design Tease Sample
Master Design Wedding Weekend Checklist
Design Presentation Checklist
Rental Checklist
Floral Checklist
Stationery Checklist
Lighting and Production Checklist
budget Bundle
For orderly, accurate budgeting throughout the process, this bundle offers our four sample budgets and templates we use on a daily basis. Featured in our session Budgeting for Your Clients.
Historical Averages Budget Sample
Actual Budget Sample
Design Budget Sample
Final, Reconciled Budget Sample
Formulated, Budget Template for the Wedding Weekend
Formulated Design Budget Template
Timeline Bundle
This bundle provides our compilation of various timelines used throughout the wedding weekend including:
Master Timeline Sample and Template
Production Timeline Sample and Template
Hair & Make-Up Timeline Sample and Template
VIP Guest Timeline Sample and Template
Scouting trip bundle
Included in this bundle are the documents we use to execute efficient, organized and productive scouting trips regardless of our location.
Client Scouting Trip Agenda Sample and Template
Scouting Trip Timeline Sample
Scouting Trip Packing Checklist
WELCOME BAG BUNDLE
In order to successfully design, produce, and deliver welcome bags to each and every guest during the wedding weekend, we use all tools included in this bundle.
Welcome Bag Design Checklist
Welcome Bag Design & Quoting Presentation
Welcome Bag Quoting Template
Guest Accommodations List Template
Hotel Delivery Letter Template
Courier instructions for safe delivery
Checklists, TOOLS & TEMPLATES
Offered as individual documents, this option gives you the opportunity to pick and choose which resources will be most useful for you and your business.
Vendor Contact Sheet
Our sample and blank template used for keeping all team and vendor communication details easily accessible and organized throughout the wedding weekend.
Vendor Comparison Sheet
The template we use to present our clients with details on all prospective vendors to ensure they have all the information needed to make the best decision.
Planning & design Overview
The tool we use to manage our clients' expectations on deliverables and timing throughout the planning process including a calendar outlining all milestones as well as a breakdown of each step in the planning process from the client's perspective . As seen in Our Planning Process.
wedding profile
Our 14 page template we use to track all client decisions and details in one place. This working document is a tool we give clients access to throughout the process for their review, changes and feedback as well as a tool we use to create all of our internal communication for the event weekend.
design Tease checklist
The detailed checklist we use to develop our initial design concepts which walks through every guest touch point when it comes to obvious decor elements as well as covers everything from food presentation, guest transportation, welcome gifts and more. Featured in our session Step by Step Design Process.
rental checklist
Our expansive list of all rental items required from the welcome drink station to full length mirrors in the dressing room and more broken down in an easy to follow chart to ensure you've thought of everything and know which rental company or vendor is responsible for which item.
On-Site Team Assignments
A complete list of our tasks throughout the wedding weekend broken up by associate role. Featured in our session Managing Your Team with Madeline Hunter.
Design Presentation Checklist
Our list of elements we include for every design presentation including details needed for the table prototype, renderings and more. Featured in our session Creating a Design Presentation.
inquiry tracking tool
A sample and blank template of the running log we use to track all current inquiries for events including referral source, how far each tentative client got in the booking process and all other relevant information needed to track the inquiry progress and forecast future bookings.
VENDOR CONTRACT CHECKLIST
Developing, refining, and finalizing contracts is one of the most vital parts of the planning process. This checklist will ensure you have covered all your bases, addressed the unknowns, and set a concrete and established plan for the wedding weekend with your team of vendors.
DESIGN TEASE TEMPLATE
Created with Canva, this 26 page document has been designed for you to simply place your inspiration images and descriptions into the pre-formatted pages. This template follows our design checklist and process we use for every event.