Event Planning Intake Form Template for England and Wales

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Key Requirements PROMPT example:

Event Planning Intake Form

"I need an Event Planning Intake Form for a large corporate conference in London with 500 attendees in March 2025, requiring sections for technical requirements, multiple breakout rooms, and international guest accommodation arrangements."

What is a Event Planning Intake Form?

The Event Planning Intake Form is a fundamental document used at the inception of any event planning project in England and Wales. It serves as a crucial tool for gathering comprehensive information about client requirements, preferences, and constraints. The form helps event planners assess project scope, identify potential challenges, and ensure compliance with relevant UK regulations. It typically includes sections covering event specifications, budget parameters, timeline requirements, and special considerations. This document is essential for establishing clear communication and expectations between parties while creating a foundation for successful event execution.

What sections should be included in a Event Planning Intake Form?

1. Client Information: Section for collecting client contact details, including name, address, phone, email, and preferred contact method

2. Event Details: Core event information including date, time, location, type of event, and purpose

3. Guest Information: Details about expected attendees, including number of guests, demographics, and any VIP requirements

4. Budget Information: Financial details including overall budget, payment terms, and budget allocation preferences

5. Timeline Requirements: Key dates, deadlines, and milestones for event planning and execution

What sections are optional to include in a Event Planning Intake Form?

1. Catering Requirements: Details for food and beverage service, including menu preferences, dietary restrictions, and service style

2. Entertainment Requirements: Specifications for music, performances, activities, and technical requirements

3. Special Accommodations: Information about accessibility needs, special requests, and specific accommodation requirements

4. Decor and Theme: Details about event styling, color schemes, and decorative elements

5. Security Requirements: Information about security needs, crowd control, and emergency procedures

What schedules should be included in a Event Planning Intake Form?

1. Schedule A - Venue Layout: Floor plans, seating arrangements, and setup diagrams for the event

2. Schedule B - Menu Options: Detailed catering choices, dietary requirements, and beverage selections

3. Schedule C - Terms and Conditions: Standard terms, cancellation policy, liability information, and payment terms

4. Schedule D - Insurance Requirements: Required insurance coverage details and certificates

5. Schedule E - Vendor Contact List: Contact information for all third-party vendors and service providers

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

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Let's create your Event Planning Intake Form

What is a Event Planning Intake Form?

What sections should be included in a Event Planning Intake Form?

What sections are optional to include in a Event Planning Intake Form?

What schedules should be included in a Event Planning Intake Form?

Authors

Alex Denne

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