Question 1

Who is the kit for?

Accepted Answer

It is for independent B2B event planners focused on executive dinners. The files cover planning work from the event brief and proposal through vendor coordination, guest details, the day-of plan, and closeout.

Question 2

What is included in the full kit?

Accepted Answer

The public offer page shows the current toolkit contents only after the configured founder authorizes public posting and hosted checkout. Until then, only the separate sample PDF is public.

Question 3

What is in the separate public sample?

Accepted Answer

The separate public sample PDF contains a brief, a proposal snapshot, and a short run of show. It is a small preview, not the private editable toolkit.

Question 4

How do the editable files and PDFs work together?

Accepted Answer

DOCX and XLSX files are the editable sources. Their PDFs are static print copies and do not update after you change a source file. After editing a DOCX or XLSX, export a fresh PDF for an up-to-date print copy.

Question 5

What workflow does the included guide recommend?

Accepted Answer

Start with the fictional filled example to see how the files fit together. Then use the proposal, budget, comparable vendor RFPs and vendor comparison, invoice tracker, dietary-needs tracker, day-of plan, and the guide’s closeout steps. Get applicable written client approvals for scope and budget, vendor selection and terms, deposits, changes, and event-day spend before making those commitments.

Question 6

How should guest information and working files be handled?

Accepted Answer

Keep guest names, dietary details, and mobile numbers out of public links. Store client-specific working files with restricted access, share them only with the authorized working team, and give a caterer only the details needed for its work.

Question 7

What defaults are built into the workbooks?

Accepted Answer

The workbooks use USD and default to five vendor candidates and ten invoice rows; add rows as needed. The budget has an editable 10% contingency planning default. Replace it with the rule approved by the client.

Question 8

How do the workbook calculations and dietary status work?

Accepted Answer

Formulas are designed for Excel-compatible software and recalculate when opened. Budget actuals include contingency spend entered on the contingency row, and variance compares actuals with the planned total including contingency. Invoice balance is invoice amount less paid-to-date, and invoice status needs a due date. Dietary status has no formula: it starts at Not confirmed, changes to Confirmed only after direct caterer confirmation, and uses Follow-up needed when a detail needs correction or rechecking.

Question 9

Is the filled executive-event example a real event?

Accepted Answer

No. It is a fictional 16-person executive dinner in Chicago on May 12, 2027. Its names, organizations, vendors, dates, quotes, event activity, and figures are fictional—not real client records, verified vendors, current quotes, or evidence of results. The example does not validate kit usability or guarantee an event outcome.

Question 10

Does the kit include a separate Event Planning Checklist or Event Timeline List?

Accepted Answer

The public sample is a brief, proposal snapshot, and short run of show. The public offer page describes the complete toolkit only after the configured founder authorizes public posting and hosted checkout.

Executive dinner
planning kit.

Questions, answered

Questions, answered

01Who is the kit for?

02What is included in the full kit?

03What is in the separate public sample?

04How do the editable files and PDFs work together?

05What workflow does the included guide recommend?

06How should guest information and working files be handled?

07What defaults are built into the workbooks?

08How do the workbook calculations and dietary status work?

09Is the filled executive-event example a real event?

10Does the kit include a separate Event Planning Checklist or Event Timeline List?