Sample Budget, Tracking Sheet and Evaluation Form

Having a budget is essential in planning for your ideal gathering. The budget should be compatible with your vision of the seminar and will vary based on the type of event you would like to host. Items you will want to consider when creating the budget include:

• Invitations (created or template)

• Mailing to Prospects (purchase list and postage cost)

• Food/Beverage (dinner, lunch, snack, beverage)

• Hand outs

• Gifts

• Speaker Fee (if using a key-note speaker)

As you implement your marketing effort, it is imperative to track your results. A tracking sheet serves multiple purposes for you. Three of the main functions of a tracking sheet are to show the vision of the event (prior to the event), report the successes of the seminar and provide the contact list for developing drip campaigns for prospecting. They also highlight where you may want to consider budget adjustments for future seminars; and provide a documented source for bargaining for vendor sponsorship. 

Evaluation forms are perfect outlets to gain feedback about the seminar you just hosted as well as collect more information from attendees. Depending on your comfort level, you may want to consider adding a place for referrals or appointments.

• Sample Seminar Budget

• Sample Evaluation Sheet

• Sample Tracking of Success Form