BRIEF & CUE · FREE EVENT WORKSHEET
Check the budget before
the next booking.
Count what you have already committed, the purchases still ahead, and the reserve you want to keep.
Event: ______________________Review date: _____________Currency: _______
| Budget check | Amount |
|---|---|
| 1. Approved spending ceiling | |
| 2. Full value of bookings and orders already agreed | |
| 3. Remaining purchases you still expect to make | |
| 4. Contingency you want to keep available | |
| 5. Headroom: line 1 minus lines 2, 3 and 4 |
Count the whole booking. A supplier costing 2,000 with a 500 deposit belongs in line 2 at 2,000. The unpaid 1,500 is a payment still to make. Adding the deposit to the full booking would count it twice.
Before approving another cost
- Are tax, service charges, delivery and overtime included in each quote?
- Does every remaining purchase have an estimate?
- Is there a dated list of balances still due, with a named owner?
- Have changes in headcount or scope changed the total?
- If headroom is negative, what changes before more spending is approved?
This compares expected event costs with a spending ceiling. It is not a bank balance or revenue forecast. Keep one currency and use consistent treatment of taxes. Avoid including the same purchase in both lines 2 and 3.
Keep the whole event organized. Our Event Control Kit brings your budget, vendors, tasks, running order and changes into a reusable workbook. Preview the $39 kit.