- Home
- /
- Contract Templates
- /
- Event Planning Services Contract Template
Event Planning Contract Template — Coordination, Budgets & Vendors
Structure event planning engagements with detailed budgets, vendor coordination, and proper cancellation policies that protect your event planning business.
Contract Template
1. Parties & Agreement
Identifies the event planner and client entering into an event planning services relationship.
This Event Planning Services Agreement ("Agreement") is entered into as of [DATE]:
Event Planner: [YOUR NAME/COMPANY] ("Planner")
Client: [CLIENT NAME/COMPANY] ("Client")
Event: [EVENT NAME/TYPE]
Event Date: [DATE]
Event Location: [CITY/REGION]2. Event Planning Services
Specifies exact planning services included: coordination, vendor management, and day-of services.
Planner will provide the following services:
[OPTION A - Full Planning]:
1. Event Planning:
- Venue research and selection
- Vendor research and coordination
- Budget development and management
- Timeline and schedule creation
- Design and theme development
2. Vendor Coordination:
- Contract negotiation
- Vendor communication and management
- Vendor payment coordination
3. Day-of Coordination:
- On-site event management
- Vendor coordination on event day
- Timeline management
[OPTION B - Day-of Coordination Only]:
- On-site coordination and management
- Vendor coordination on event day
- Timeline execution3. Budget & Payment Management
Establishes budget structure, approval requirements, and payment responsibilities.
Planning Fee: $[AMOUNT] (separate from event costs) Event Budget: $[AMOUNT] (estimated) Budget Management: - Planner will develop detailed budget breakdown - Expenses over $[AMOUNT] require Client approval - Monthly budget updates provided - Client responsible for all vendor payments Payment Schedule: - [X]% planning fee due upon signing - [X]% planning fee due [X] weeks before event - Final balance due [X] days before event Budget Overruns: - Client approval required for overruns - Planner not responsible for cost overruns without approval
4. Vendor Coordination & Management
Defines planner responsibilities for vendor coordination and limitations on vendor performance guarantees.
Vendor Services: - Planner will research and recommend vendors - Planner will coordinate with vendors - Planner will manage vendor communications Vendor Contracts: - Vendors are independent contractors - Client or Planner may sign vendor contracts (specify) - Vendor performance is vendor's responsibility Vendor Limitations: - Planner cannot guarantee vendor performance - Planner will advocate for Client with vendors - Vendor delays or issues are vendor responsibility - Planner not liable for vendor failures
5. Timeline & Milestones
Establishes event planning timeline with key milestones and approval requirements.
Planning Timeline: - [X] months before event: Initial planning and venue selection - [X] months before: Vendor booking and contracts - [X] weeks before: Final confirmations and details - [X] days before: Final walkthrough and coordination - Event day: Day-of coordination Milestone Approvals: - Client approval required at each milestone - Delayed approvals may extend timeline - Changes after milestone approval may incur additional fees
6. Cancellation & Force Majeure
Establishes cancellation policies and procedures for force majeure events.
Client Cancellation:
- More than [X] months notice: [X]% refund of planning fee
- [X]-[Y] months notice: [X]% refund
- Less than [X] months notice: No refund
- Vendor deposits may be non-refundable
Force Majeure:
- Events beyond control: natural disasters, pandemics, government restrictions
- If event cancelled due to force majeure:
- Planning fee: [REFUNDED / PARTIALLY REFUNDED]
- Vendor costs: Per vendor contracts
- Rescheduling: Planning fee transfers to new date if rescheduled within [X] months7. Weather Contingencies
Defines procedures for weather-related issues affecting outdoor events.
Outdoor Events: - Weather-dependent events require backup plans - Planner will develop weather contingency plan - Client approval required for backup venue/plan Weather Decisions: - Decision to proceed or cancel: Made [X] hours before event - Decision made by: [CLIENT / PLANNER / JOINT] - If cancelled due to weather: Per cancellation policy Weather-related costs: Client responsibility
8. Day-of Coordination
Specifies day-of event services and planner responsibilities.
Day-of Services: - On-site coordination and management - Vendor coordination and oversight - Timeline management and execution - Problem-solving and troubleshooting - [X] hours of on-site coverage Planner Responsibilities: - Arrive [X] hours before event start - Manage event timeline - Coordinate vendor arrivals and setup - Handle issues as they arise Additional Hours: $[RATE]/hour beyond included hours
9. Attendance & Capacity
Clarifies planner responsibilities regarding attendance and capacity planning.
Expected Attendance: [X] guests (Client estimate) Planner Responsibilities: - Ensure venue capacity accommodates expected attendance - Coordinate logistics for expected attendance - Plan for [X]% buffer capacity Planner Does NOT Guarantee: - Specific attendance numbers - Guest turnout Attendance depends on: - Client marketing and invitations - Event appeal and timing - External factors beyond Planner's control
10. Client Responsibilities
Lists client obligations including approvals, payments, and content provision.
Client Responsibilities: - Provide event vision and requirements - Approve budgets and vendor selections - Make vendor payments (or authorize Planner) - Provide guest list and RSVP management - Provide content (speeches, materials) - Designate decision-maker for day-of issues Client Approvals: - Timely approval at each milestone - Delayed approvals may affect timeline - Changes after approval may incur additional fees
11. Limitation of Liability
Limits planner liability and excludes responsibility for vendor issues and attendance.
Planner's liability limited to total planning fees paid Planner not liable for: - Vendor performance or failures - Vendor delays or quality issues - Low attendance or guest turnout - Weather or force majeure events - Client-provided vendor issues Planner will coordinate vendors but cannot guarantee their performance Client should review vendor contracts and insurance
12. Termination
Allows termination with notice, requiring payment for completed work.
Either party may terminate with [X] days written notice Upon termination: - Client pays for all completed work - Planner delivers all completed work and vendor contacts - Vendor contracts remain Client's responsibility Cancellation fees apply per Section 6
13. Signatures
Executes the event planning agreement with dated signatures.
Both parties agree to the terms above. Planner: _________________ Date: _________ Client: _________________ Date: _________
Disclaimer: This template is provided for informational purposes only and does not constitute legal advice. We recommend having a qualified attorney review any contract before use to ensure it meets your specific needs and complies with applicable laws in your jurisdiction.
Pro Tips
- Separate planning fees from event costs clearly—clients often confuse these
- Require budget approvals—protects you from cost overrun liability
- Clarify vendor limitations—you coordinate, but can't guarantee vendor performance
- Include force majeure provisions—events cancel for reasons beyond control
- Set clear cancellation policies—protects your income when events cancel
- Document all approvals—event planning involves many decisions
Key Features of This Contract
Budget Management & Approval Requirements
Establishes detailed budget breakdowns with approval thresholds requiring client sign-off for expenses exceeding specified amounts. Separates planning fees from event costs (venue, catering, etc.), preventing confusion about costs. Requires monthly budget updates and defines what happens when budgets are exceeded. Protects planners from liability for cost overruns when clients approve expenses.
Vendor Contract Management & Limitation
Clarifies that planner coordinates with vendors but cannot guarantee vendor performance, as vendors are independent contractors with their own contracts. Planner will manage vendor relationships and advocate for client, but vendor issues (delays, quality problems) are vendor responsibility. Protects planners from liability when vendors fail to perform despite proper coordination.
Force Majeure & Cancellation Protection
Establishes procedures for event cancellation due to weather, emergencies, or force majeure events, including refund policies and rescheduling options. Defines cancellation fees based on timing and protects planners from lost income when events cancel due to circumstances beyond control. Weather contingencies for outdoor events protect both parties fairly.
Day-of Coordination vs. Full Planning Scope
Distinguishes between full event planning (months of work) versus day-of coordination (on-site management only), allowing tiered service offerings. Full planning includes all pre-event work; day-of coordination assumes client handles planning and planner manages execution. Prevents scope confusion and allows planners to offer different service levels.
Timeline & Milestone Management
Establishes detailed event timeline with planning milestones, vendor booking deadlines, and final confirmation dates. Requires client approvals at each milestone before proceeding. Delayed approvals extend timeline without penalty to planner. Creates accountability and prevents last-minute changes that cause problems.
Attendance Guarantee Limitations
Clarifies that planners coordinate logistics but cannot guarantee attendance numbers, which depend on client marketing, invitation quality, and many other factors. Planner ensures venue capacity and logistics support expected attendance, but actual attendance is client responsibility. Protects planners from being held responsible for low turnout.
Frequently Asked Questions
Am I responsible if a vendor fails to perform?
Generally no. Vendors are independent contractors with their own contracts. You coordinate vendors but cannot guarantee their performance. Your contract should explicitly state this limitation. However, you should advocate for clients and help resolve vendor issues.
What if the event needs to be cancelled due to weather?
Your contract should include weather contingency procedures and cancellation policies. Typically, planning fees may be partially refunded, but vendor deposits depend on vendor contracts. Rescheduling options should be addressed.
Should I guarantee attendance numbers?
No. Attendance depends on client marketing, invitations, event appeal, and many factors outside your control. You can ensure venue capacity and logistics support expected attendance, but actual turnout is client responsibility.
How do I handle budget overruns?
Require client approval for expenses exceeding specified thresholds. Document all approvals. If clients approve overruns, they're responsible. If you exceed budget without approval, you may be responsible for the difference.
What's the difference between full planning and day-of coordination?
Full planning includes months of work: venue selection, vendor coordination, design, etc. Day-of coordination assumes client handles planning and you manage execution on event day. These are very different service levels with different pricing.
Related Contract Templates
Consulting Contract Template
Consulting agreement covering engagement scope, flexible billing structures (hourly, project-based, or retainer), and strong confidentiality protections for sensitive business information. Includes clear distinction between advisory services and implementation work, protecting consultants from scope creep into execution. Features non-solicitation clauses and independent contractor provisions that maintain consultant autonomy while protecting client interests.
View TemplateRetainer Agreement Template
Retainer agreement structuring monthly service allocation (hours or deliverables), rollover policies for unused capacity, and automatic renewal terms that create predictable recurring revenue. Includes service level commitments like response times and priority access, plus usage reporting requirements that keep clients informed. Features early termination fees during initial term and flexible overage billing for work beyond monthly allocation.
View TemplateScope of Work Template
Comprehensive scope of work document specifying every deliverable with acceptance criteria, project phases with milestone dependencies, and explicit exclusions that prevent scope creep. Documents project assumptions, client responsibilities, and change management process requiring written change orders for any scope modifications. Ties payment milestones to deliverable approval rather than arbitrary dates, ensuring you get paid as work is accepted.
View TemplateFreelance Contract Template
A complete independent contractor agreement covering project scope, milestone payments, intellectual property assignment upon final payment, and kill fee provisions. Includes revision limits and late payment penalties that protect freelancers from scope creep and non-payment. Ensures you retain ownership of your work until every invoice is settled, giving you leverage to collect payment.
View TemplatePlan Events Successfully
Manage event timelines, coordinate vendors, and track budgets with event planning tools built for event professionals.