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Planning terms · Event planning encyclopedia

Planning: guides, ideas and tools from EventPlans.ca for planning events in Toronto and the GTA.

The language of the planning process

The Planning category gathers the documents and terms that carry an event from idea to day. Most of them describe a single document: the brief that sets the vision, the request for proposal that invites quotes, the proposal that wins approval, the timeline that schedules the work, the banquet event order that records what the venue will deliver, and the run of show that governs the day. Knowing what each document is for, and who owns it, prevents the common problem of the same detail living in five places with five different versions.

How the documents connect

The documents follow a rough order. A creative brief comes first and states the goal, the audience and the feel. An RFP goes out to venues and suppliers with the brief's essentials, guest count, date and budget range. Their responses feed a proposal, which a planner presents to the client for a decision. Once approved, the master timeline sets the milestones, and the critical path identifies which ones cannot slip. Closer to the day, the venue issues a BEO for each function, and the planner builds a run of show that includes every cue, from doors opening to the last shuttle.

  • One owner per document, so there is never doubt about the current version.
  • One date on every revision, so old copies are easy to spot.
  • One place where all signed versions are stored.

Hotel and group terms

Several terms here come from hotel contracts. A room block is a set of rooms held for your guests at an agreed rate. The cut-off date is when unbooked rooms return to the hotel's inventory. Many contracts also include attrition, meaning you owe the hotel if your group books fewer rooms than promised. Read these clauses before signing, especially for conferences and destination weddings, where pickup can be hard to predict.

Putting the terms to work

Each term links to a tool or template you can use straight away. Start with the creative brief template, schedule the work with the timeline generator and build the day with the run of show template. If you need to win approval from a client or committee, the event proposal template follows the structure described in the proposal entry.