Event Booking & Planning Form CLIENT & ORGANIZATION DETAILSPrimary Contact Name First Last Title / RoleOrganization / Company NameEmail Address Phone NumberSecondary Contact (if applicable) First Last Email Address Phone NumberEVENT OVERVIEWEvent Title / Working NameType of EventKeynoteWorkshopRetreatTraining SessionPanel / FacilitationOtherBrief Description of Event PurposePreferred Event Date(s)DATE, TIME & LOCATIONEvent Start TimeEvent End TimeTime ZoneESTCSTMSTPSTLocation TypeIn-personVirtualHybridVenue Name (if in-person)Venue AddressRoom Name / Space DetailsAUDIENCE DETAILSEstimated Number of AttendeesAudience ProfileExecutivesManagersWord of MouthEducatorsParentsNonprofit LeadersWomen’s GroupMixed AudienceOtherKnown Sensitivities or ConsiderationsFORMAT & FLOWEvent Format PreferenceLecture-styleInteractiveExperientialReflection-basedSmall group breakoutsCombinationIs Q&A desired? Yes No Will there be breaks? Yes No If yes, detailsCONTENT & OUTCOMESPrimary Topic or ThemeDesired OutcomesLanguage or values to emphasize or avoidMATERIALS & SETUP NEEDSRoom Setup PreferenceTheaterClassroomClassroomCircleRoundsOtherAV NeedsMicrophoneProjector / ScreenSpeakersFlip chartWhiteboardNoneMaterials Needed for AttendeesJournalsPensHandoutsWorkbooksReflection or Silence CardsOtherVIRTUAL / HYBRID DETAILSPlatformZoomTeamsWebExOtherBreakout Rooms Needed? Yes No LOGISTICS & SUPPORTOn-site Contact (Day of Event) First Last Arrival / Setup Time RequiredAccess, parking, or security instructionsRECORDING & FOLLOW-UPWill the event be recorded? Yes No Can the facilitator receive a copy of the recording? Yes No Post-Event Follow-Up DesiredResource emailFollow-up workshop on the same topicReflection prompts or integration toolsCoaching or leadership support conversationNoneADDITIONAL NOTESAdditional planning notesCONFIRMATIONNameDate MM slash DD slash YYYY