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Office Event Planner
An office event planner for your whole year of employee events: pick an event type and its task list builds itself, with due dates counted back from the event date. The files open in Microsoft Excel and in Google Sheets, have no macros and nothing to install, and are yours to reuse as often as you like.
What it does
- Room for 25 events a year, multi-day events included, with organizer, status, budget, progress and days until
- 14 ready-made event playbooks (156 steps), from New Year Kickoff and Monthly Birthdays to the Holiday Party and Year-End Awards; reword any step or add your own event type
- Tasks: up to 40 per event from its playbook, with phase, owner role and due date; overdue tasks turn red
- Event Detail: one printable page per event with its checklist, event team shifts, money and last year's debrief notes
- Money by event, budgeted vs. actual, reimbursed and receipt kept, plus a per-event summary with budget left
- Home dashboard, a 12-month Year Calendar, Employees with birthdays and start dates, Event Roles, Vendors, Supplies and a Debrief & Handoff tab
- Opens in Excel and in Google Sheets
$17.99one-time, no subscription
Buy on Etsy
Instant digital download · one-time purchase · no subscription

What it looks like


What is in the bundle
- Office Event Planner workbook: 15 tabs, room for 25 events a year, 14 ready-made event playbooks
- Filled Example: a fictional marketing company's year with 15 events planned, including a fully planned holiday party
- Open in Google Sheets (PDF): a Make a copy link for your own private Google Sheet
Works in
- Microsoft Excel 2016 or newer, Windows or Mac, or Microsoft 365
- Google Sheets (free): use the Make a copy link in the PDF; the tab links on Start Here work in Excel, in Google Sheets use the tab bar
- No macros, add-ons or subscriptions; not made for Apple Numbers or LibreOffice
Honest scope
This is a record-keeping template, not legal or HR advice. Leave, overtime and pay rules vary by state and by employer policy; the file reports what you enter and does not decide what anyone is entitled to.
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