Event Planning Intake Form Template for United States

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Key Requirements PROMPT example:

Event Planning Intake Form

"I need an Event Planning Intake Form for a corporate technology conference with 500 attendees in March 2025, requiring detailed sections on AV equipment requirements and virtual streaming capabilities."

Document background

The Event Planning Intake Form is a crucial initial document used to establish the framework for event planning services in the United States. This form serves as the primary tool for collecting detailed information about client requirements, event specifications, and planning parameters. It helps event planners assess project scope, resource requirements, and potential challenges while ensuring compliance with relevant state and federal regulations. The form typically includes sections covering event basics, budget considerations, timeline requirements, and specific service needs, forming the foundation for subsequent planning and execution phases.

Suggested Sections

1. Client Information: Basic contact details, organization info, and billing information

2. Event Details: Date, time, location, expected attendance, and event type

3. Budget Information: Budget range, payment terms, and deposit requirements

4. Timeline: Key deadlines and milestones for event planning

5. Service Requirements: Core services needed (venue, catering, decor, etc.)

Optional Sections

1. Special Accommodations: ADA requirements or special needs, used when accessibility considerations are needed

2. Entertainment Requirements: Music, performers, or activities, used when entertainment is part of the event

3. Technology Needs: AV equipment, wifi, streaming requirements, used for tech-dependent events

4. Security Requirements: Security personnel or measures, used for large events or VIP attendance

Suggested Schedules

1. Venue Layout: Floor plans and seating arrangements

2. Vendor List: Preferred or required vendors with contact information

3. Menu Options: Catering choices and dietary restrictions

4. Insurance Requirements: Detailed insurance specifications and certificates needed

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Hospitality
Corporate
Non-profit
Education
Entertainment

Relevant Teams

Events
Operations
Sales
Client Services
Finance

Relevant Roles

Event Planner
Event Coordinator
Project Manager
Account Manager
Operations Manager

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Electronic Intake Forms

Legal framework for electronic intake forms compliant with US federal and state regulations, governing digital information collection and processing.

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Authors

Alex Denne

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