Run your next conference or corporate event from one plan, not twelve inboxes
The Conference and Corporate Event Kit gives event leads, executive assistants and agency teams a file for every step: brief, critical path, budget, venue and contract, programme, registration, suppliers, risk, run of show and the post-event report.
- A 16-sheet Event Command Workbook: critical path from your event date, budget with cost per attendee, venues, room block and attrition, registrations, speakers, agenda, suppliers, sponsors, run of show, risks, KPIs and a dashboard with five charts
- A budget, attrition and break-even calculator that shows cost per attendee at five turnouts, the F&B minimum shortfall and room block exposure before you sign
- 4 fillable PDF files (17 pages): event brief and debrief, venue site visit checklist, speaker and supplier briefings, event risk assessment
- 52 ready-to-edit messages, a 20-question attendee FAQ, 27 AI prompts with a human review rule, and a 7-page event-day print pack
The Conference and Corporate Event Kit · Bodhih Pro Kits · 269 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do you plan a corporate conference step by step?
Agree a one-page brief with measurable objectives, plan backwards from the date, price several turnouts, read the venue contract terms, brief speakers and suppliers, run registration with consent, assess risks with the venue, run the show from one document and report against the brief. The Conference and Corporate Event Kit from Bodhih Training has a file for each step.
Want the full free guide first? Read How to Plan a Corporate Conference: A Step-by-Step Guide.
You already feel the problem. Here is what it is costing you.
A venue booked before the event had a reason
When the brief is a sentence in an email, every later decision is argued from scratch. Venues, speakers and budgets get chosen for the wrong audience, and nobody can say afterwards whether the event worked.
Contracts that cost money months later
Room blocks, attrition, food and beverage minimums and cancellation scales are easy to sign and hard to read. The bill for unused rooms or uneaten food arrives after the event, when nothing can be changed.
A cost per attendee nobody saw coming
Most event costs are fixed. When fewer people come, the event can come in under budget and still cost more per head. Without a model, that surprise lands in the report.
Show days run from memory
Without one run of show, one caller and a control room, small slips cascade: a stage not reset, a stream frozen, a speaker not briefed. Each is minor; together they shape what people remember.
Picture the next few weeks with the kit open beside you.
Imagine opening one workbook on a Monday morning and seeing the whole event at a glance: which tasks are Red, how registrations compare with target, which supplier balances are due this week, and which risks are still open. As you type your event date into Settings, every due date on the critical path moves with it.
When your sponsor asks what happens if 50 fewer people come, you open the calculator and answer in thirty seconds: the total, the cost per head, and what the food minimum would still charge. When the hotel sends its contract, you read the attrition clause with the decision card beside you and ask the right question before anyone signs.
Picture the morning of the event. The crew has the briefing card and the emergency card in hand, the registration desk has its five steps, the green room has its checklist, and the show caller has the run of show on the wall. When something slips, and something always does, the control room knows who decides.
Then imagine sending a report that puts every number next to its target and its source, including the one you missed and what you will change. Whether you start with the brief this afternoon or the workbook tomorrow morning, the next event begins from a plan.
20 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Conference and Corporate Event Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: your event map
The whole event job on one page, your first hour, your first week, the 30/60/90 day plan and the Brand it in five minutes box.
Event Command Workbook
16 sheets: settings, a critical path that counts back from your event date, budget with cost per attendee, venue scoring, room block and attrition, registrations, attendance, speakers, agenda, suppliers, sponsors, run of show, risk register, post-event KPIs and a dashboard with five charts and traffic lights.
Event budget, attrition and break-even calculator
Five working sheets: cost per attendee at five turnouts with the F&B minimum shortfall, room block exposure at three pick-up levels, break-even tickets at six prices, and a summary.
Event brief and debrief forms
Five fillable pages: a three-page event brief signed off by the event sponsor, and a two-page debrief that compares results with that same brief.
Venue site visit checklist
Four fillable pages to take on every site visit: capacity and rooms, AV and technology, accessibility, sustainability and safety, food, rooms and the contract questions, with a scoring box that feeds the Venues sheet.
Speaker brief and supplier briefing forms
Four fillable pages: a two-page speaker brief you send to every speaker, and a two-page supplier briefing checklist for AV, catering, staffing, transport and stream suppliers.
Event risk assessment
Four fillable pages: event profile, hazards with likelihood and impact before and after controls, crowd, fire, medical, security and welfare checklists, incident escalation and sign-off.
Event plan and post-event report templates
Two brand-ready documents in one file: an 11-section event plan for the sponsor and core team, and a 9-section post-event report with objectives, attendance, budget, return on the event and lessons.
Supplier pack and run of show templates
Brand-ready production file: a seven-section supplier pack with a one-page on-site rules policy, a run of show, a cue sheet and crew briefing notes.
Event message library and attendee FAQ
52 ready-to-edit messages in 9 groups, from save the date to the post-event survey, plus a 20-question attendee FAQ template.
Worked example pack: a 350-person customer conference with a hybrid stream
The kit's forms and sheets filled in for one composite case, Corvana Connect 2027: brief, venue scores, contract terms, budget, speaker and supplier briefs, risks, run of show, results and debrief.
AI prompt pack for event teams
27 tool-agnostic prompts in 8 groups, from brief to post-event report, each with what to paste in and what to check before you use the output.
Venue contract terms decision card
Fourteen 'if the contract says this, do this' rows on room blocks, attrition, F&B minimums, cancellation, force majeure and more, in plain words.
Event mistakes to avoid
Twenty mistakes that cost event teams money, sleep or trust, and what to do instead.
Numbers that matter: event KPI card
The 13 numbers the job runs on, with the exact formula, where each lives in the workbook and what to do if it moves.
Event rules by country: correct at November 2026
Dated orientation on venue licensing, safety, data protection, accessibility and package travel in the UK, EU, US, India, UAE and GCC, Singapore, Australia and Africa.
Event-day print pack
Seven printable pages for the floor: registration desk card, run-of-show wall chart, crew briefing card, emergency who-to-call card, speaker green-room card, room set-up card and an accessibility and welfare sign.
24-week event countdown calendar
56 events: every critical path task at its week, from the signed brief at week -24 to data deletion at week +8, plus a weekly event meeting for the last 12 weeks. Move the whole calendar to your dates after import.
Event task board
44 critical path tasks with workstream, weeks before the event, timing and the kit file to use. Import into Trello, Asana, Notion, Planner or Jira.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 20 files plus a one-click ZIP
- E-book
- 66 pages
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Adobe Acrobat Reader, Preview, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion
- Best for
- Conferences, summits, offsites, town halls, customer and product events, award nights and incentive events from 60 to 600 people
The Event That Lives in Twelve Inboxes
Why twelve inboxes become one plan, and the ten-step event lifecycle that the whole kit follows.
The Event Brief and the Numbers It Commits You To
One business reason, three measurable objectives and a cost per attendee ceiling, signed before anything is booked.
The Critical Path: Planning Backwards From the Day
A critical path that counts back from the event date, with owners, RAG status and the milestones that move everything.
Venues, Site Visits and Contracts in Plain Words
Site visits, weighted venue scoring, and room blocks, attrition, F&B minimums, cancellation and force majeure in plain words.
The Budget, Cost per Attendee and Your Suppliers
Fixed, per-attendee and per-day costs, cost per attendee at five turnouts, contingency, deposits, balances and supplier briefings.
Programme, Speakers, AV and the Hybrid Leg
Agenda design, speaker invitations, briefs and rehearsals, the technical rider and a hybrid leg that serves online guests.
Registration, Attendee Communications and Care
Registration forms, consent and privacy, the communications sequence, the attendee FAQ, travel, visas, food and the badge desk.
Sponsors, Accessibility and Sustainability
Sponsor packages as deliverables you control, accessibility planned from the brief, and sustainability measured before it is claimed.
Risk, Safety and Duty of Care
The event risk assessment drafted, reviewed with the venue and briefed to crew, with safety basics and duty of care.
Run of Show, Cue Sheets and the Control Room
The run of show, cue sheets, one show caller and a control room with four escalation levels.
After the Event: Survey, ROI, the Report and AI
The survey, net promoter score, the numbers that matter, return on the event, the report, and AI with human review.
The Brief for Next Year
What changed for Leila, the numbers she reported honestly, and where to start tomorrow.
Not just reading. Tools you will actually open again.
Start here
- 00-Start-Here-Event-Map.pdf: the whole job on one page, your first hour, your first week, the 30/60/90 day plan and the Brand it in five minutes box
Workbooks
- Event-Command-Workbook.xlsx: 16 sheets with settings, critical path, budget, venues, room block, registrations, attendance, speakers, agenda, suppliers, sponsors, run of show, risk register, KPIs and a dashboard
- Event-Budget-Attrition-and-Break-Even-Calculator.xlsx: 6 sheets for turnout scenarios, room block exposure, break-even and a summary
Forms (fillable PDF)
- Event-Brief-and-Debrief-Forms.pdf
- Venue-Site-Visit-Checklist.pdf
- Speaker-and-Supplier-Briefing-Forms.pdf
- Event-Risk-Assessment.pdf
Word templates (brand-ready)
- Event-Plan-and-Post-Event-Report-Templates.docx
- Supplier-Pack-and-Run-of-Show-Templates.docx: supplier pack, one-page on-site rules, run of show, cue sheet and crew briefing
- Event-Message-Library-and-Attendee-FAQ.docx: 52 messages and a 20-question FAQ
- Worked-Example-Pack-350-Person-Customer-Conference.docx
- AI-Prompt-Pack-for-Event-Teams.docx: 27 prompts
Cheat sheets
- Venue-Contract-Terms-Decision-Card.pdf: 14 if-this-then-that rows
- Event-Mistakes-to-Avoid.pdf: 20 mistakes
- Numbers-That-Matter-Event-KPI-Card.pdf: 13 KPIs with exact formulas
- Event-Rules-by-Country-Correct-at-November-2026.pdf
Print pack
- Event-Day-Print-Pack.pdf: 7 pages (registration desk card, run-of-show wall chart, crew briefing card, emergency who-to-call card, speaker green-room card, room set-up card, access and welfare sign)
Calendar and import
- 24-Week-Event-Countdown.ics: 56 calendar events
- Event-Task-Board.csv: 44 tasks for Trello, Asana, Notion, Planner or Jira
E-book
- The Conference and Corporate Event Kit e-book: 10 chapters, about 9,800 words, 21 illustrations, charts and story strips
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- Write a one-page event brief with measurable objectives and a cost per attendee ceiling
- Plan backwards from your event date with owners, due dates and RAG status
- Model cost per attendee, the F&B minimum and room block exposure at several turnouts before you sign
- Compare venues on weighted criteria and read room block, attrition, cancellation and force majeure terms in plain words
- Brief speakers and suppliers and run registration with consent and a clear privacy notice
- Draft, review and brief an event risk assessment with your venue
- Run the show days from one run of show with a control room and escalation levels
- Report results against the brief with honest numbers and lessons for next time
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
A taste of Chapter 4
The sample Budget sheet has 18 lines. The budget at 350 guests was 325,700 dollars: 178,000 fixed, 232 per attendee and 95 per attendee per day over two days. The actual was 304,510, which is 21,190 or 6.5% under budget. Food and beverage came in 11,350 under because the final guarantees followed real numbers (335 for the day packages, 300 for the dinner). AV ran 3,200 over when two LED panels were added at the technical rehearsal. Speaker travel ran 1,550 over. Contingency of 22,000 was drawn for 6,100: 1,470 for the room block shortfall, 2,830 for AV overtime on Day 1 and 1,800 for an extra shuttle on Day 2. And yet cost per attendee rose, from a planned 931 to an actual 958, because 318 people came on Day 1 rather than 350. That one sentence is worth more in the post-event report than any adjective.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Budget | One list of costs at planned attendance | Fixed, per-head and per-day lines with cost per attendee at five turnouts and the F&B minimum |
| Timeline | A static checklist | A critical path that recalculates from your event date, with RAG and owners |
| Contracts | Sign and hope | A plain-words decision card and an attrition calculator, plus 'check your lawyer' |
| Show days | A printed agenda | Run of show, cue sheets, a control room escalation model and a seven-page print pack |
| Afterwards | Photos and 'it went well' | 13 KPIs with formulas, a debrief form and a report template built on the brief |
Made for you if…
- Corporate event managers and producers running conferences, summits and customer events
- Executive assistants and internal communications teams running offsites, town halls and award nights
- Association conference organisers
- Agency event managers delivering corporate events for clients
- Marketing and customer teams who have been handed an event for the first time
- Independent event planners who want a complete corporate-event toolkit
Probably not for you if…
- People planning a private party or wedding (see The Party and Celebration Planner and The Wedding Controller)
- Teams running online-only events (see The Webinar and Virtual Summit Kit)
- Anyone looking for a promise of attendance, leads or sponsorship income: this kit gives you methods and tools, not forecasts
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Your next event, from one plan
Open the Start-here map, type your event date into Settings and book forty-five minutes with the person who owns the budget. Whether you begin with the brief this afternoon or the calculator tomorrow, you will be working from one plan by the end of the week.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
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The Conference and Corporate Event Kit: FAQs
Read the free guideAlready bought? Resend my linkHow do I plan a corporate conference from scratch?
Start with a one-page brief signed by the budget owner, then plan backwards from the date, price several turnouts, choose and contract a venue, design the programme, open registration, brief suppliers, assess risks and run the show from one document. The kit has a file for each of those steps and a worked example of a 350-person conference.
How far ahead should I start planning a conference?
For a few hundred people, many teams start five to six months out, mainly because venues and speakers book early. The kit's critical path starts at 24 weeks, but it recalculates from whatever date you type, and it shows at once which tasks are already late if you have less time.
What is attrition in a hotel contract?
Attrition is the share of a room block you can release without paying. If you contract 100 rooms with a 20% allowance, you pay for at least 80 whether they are used or not. How it is measured, per night or across the stay, and whether resold rooms count, makes a real difference. The calculator models it; your lawyer reads the clause.
How do I calculate cost per attendee?
Divide actual spend by the number of people who attended. Plan it at several turnouts, because most costs are fixed: an event can come in under budget and still cost more per head if fewer people come. The workbook and calculator do this for you.
Can I use this with my staff, team or clients?
Yes. You can use the kit within your own business or team, including the agency projects you run for clients, under the personal licence. Company-wide and multi-site licences are available from solutions@bodhih.com.
Does it work in my country?
The method works anywhere and the workbooks take any currency and metric or imperial units. The dated rules sheet covers the UK, EU, US, India, UAE and GCC, Singapore, Australia and three African countries at November 2026. Venue licensing, safety, data protection and package travel rules still need checking locally with your venue, authority and adviser.
Does it cover hybrid events?
Yes, for in-person events with an online audience: hybrid formats, the stream in the technical rider, captions, holding slides, online attendance measures and stream risks. Online-only events are covered by The Webinar and Virtual Summit Kit.
Is this legal, safety or tax advice?
No. The kit teaches good practice and gives you templates to adapt. Contracts, safety arrangements, licensing, data protection and tax depend on your country, venue and situation, so check with your venue, local authority, lawyer and accountant.
How can I measure my starting point as an event lead?
If you want an objective view of your skills, AssessAll offers assessments that fit this work: Project & Delivery Leadership, Crisis & Pressure Judgment and Procurement & Vendor Management Judgment. They are separate products, not included in the kit.
How do I turn what I learn into a development plan?
Jobulary helps you turn a skill gap into a practical development plan. See how a Jobulary plan works at jobulary.com/how-it-works.
How much does The Conference and Corporate Event Kit cost?
₹1,299 including 18% GST for buyers in India, or $34 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
