Proposal example · Event management

Event Proposal Template: Corporate Sales Kickoff

A 10-page event proposal for a 220-person corporate kickoff: programme, venue and rooms, production, itemised pricing, payment schedule and terms.

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At a glance

This example in numbers

About this example

This example is the proposal an event management agency sends a medical device company for its annual sales kick-off: 220 delegates, three days at a beach resort on Oahu, a product launch in the plenary session, four rotating breakouts, a team afternoon on the water and an awards dinner to close.

Corporate clients choose an agency on how well it understood the brief and how clearly it shows the money, so the proposal opens with a letter that restates the client's two goals and builds the programme around them. A day-by-day programme table, a ballroom floor plan and a list of the rooms on hold show the client exactly what it is buying. Production gets its own page, from the stage and the crew to the livestream for remote reps. The price is itemised by venue and catering, production, ground and activities, and staff and management, with Hawaii general excise tax applied, then a clear list of what is not included, a three-step payment schedule, answers about wet-weather plans and delegate numbers, and terms on changes, cancellation and suppliers.

Who it is for

Event planners, destination management companies and agencies that pitch conferences, kick-offs, incentive trips and other corporate events to clients.

Inside and how to use it

What this example contains, and how to make it yours

What's inside

  • A photo title page and a covering letter that restates the brief
  • An event overview and six key numbers
  • A day-by-day programme and the client's deadlines
  • A ballroom floor plan, the rooms on hold and the production plan
  • An itemised price in four sections, with tax and exclusions
  • Payment schedule, wet-weather plans, terms, signatures and next steps

How to adapt it

  • Restate the client's goals in the letter before any logistics
  • Price per delegate where numbers may change and as fixed lines where they will not
  • List what is not included so hotel rooms and flights are never assumed
  • Write a wet-weather plan for every outdoor part of the programme

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