Current Event Operations Handbook

Do your event personnel have one?

You work in an event role at a venue or within an organization. What happens if you leave? What if you get sick or go on an extended vacation? Do other people on your team know the documents, procedures, and protocols to follow on a daily basis to manage your events?

Every person who works on events should have an event operations handbook to be able to train all individuals who have event-related responsibilities. That way, events can continue to move forward smoothly—regardless of employee turnover or absences.

Here are some things to cover in an event operations handbook:

  • Event intake information
  • Client communication protocol
  • Copy of contract/sales agreement
  • Copy of Banquet Event Order
  • Event CAD layouts and floor plans
  • Sample of detailed event timeline

This list just scratches the surface of what should be included. Creating a handbook for your role, venue or company will keep your team up to date and organized and will also help to prevent time-consuming and costly mistakes.

If this is not something you have and you need assistance with determining what should be included, how to create it, and how it can be used for training and cross-training of employees, learn more and contact us at


Shari Zatman is an event producer with more than two decades of experience. She owns two companies: Perfectly Planned by Shari, which focuses on luxury events (like weddings and mitzvahs), and Eventful Event Producers, which focuses on corporate and non-profit events. Her latest venture is event training, coaching, and consulting for event and hospitality professionals. She created a handbook and seminars to work with them to identify problem areas, create solutions and share best practices.


Stephen | Wedding Testimonial
Shari was extremely professional and a valuable resource throughout our wedding planning process. When we first started planning, we were living outside of Pittsburgh and Shari helped us navigate all ...
Ben R. | Wedding Testimonial
Shari and her team did a fantastic job planning our wedding with us and allowed us to fully enjoy the weekend without any stress at all. After postponing our wedding ...
Amy B. | Bat Mitzvah Testimonial
I can’t say enough wonderful things about my experience working with Shari while planning my daughter’s Bat Mitzvah. I contacted Shari to work with her as a consultant, because I ...
Annie H. | Wedding Testimonial
Shari was organized and made sure all of the boxes were checked. She managed multiple inputs from different people in order to ensure the best outcome for the wedding, and ...
Maura M. | Wedding Testimonial
Shari is a complete professional and created a dream wedding for our daughter overseeing and organizing every aspect of the day to the minute. She communicates effectively on every level ...