clarity board
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Free template · Business

Event or workshop plan: 11 steps from idea to the day

Two months from idea to the day: venue, agenda and speakers, registration, reminders and a run sheet. Use it as a checklist, or let Clarity Board put every step in your Google Calendar.

11 steps to start fromEdit them to fitYour own datesNotes page: outcome, agenda, speakers, suppliers and budget
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See how it works

From this page to a project in your calendar.

It plays by itself. Tap a step, or use Back and Next, to go at your own pace.

clarity board
Free template · Business

Event or workshop plan

  1. 1Set the goal, audience and sizeMon, Nov 2
  2. 2Choose the date and book the venuemm/dd/yyyy
  3. 3Draft the agenda and invite speakersFri, Nov 6
  4. 4Open registrationmm/dd/yyyy
  5. 5Send the first invitationmm/dd/yyyy
  6. 6A step of your ownmm/dd/yyyy
+ Add a step
Your notes page
Outcome · Agenda · Speakers · Suppliers and budget
clarity board

Event or workshop plan

  1. 1Set the goal, audience and sizeMon, Nov 2
  2. 2Choose the date and book the venuemm/dd/yyyy
  3. 3Draft the agenda and invite speakersmm/dd/yyyy
Copy the checklistPrint
Event or workshop plan [ ] Set the goal, audience and size (~1 h) [ ] Choose the date and book the venue [ ] Draft the agenda and invite speakers (~2 h) …
Copied.
Mon 26Tue 27Wed 28Thu 29Fri 30
Team meetingWebsite redesign
AdminQuarterly report
Work blockWork block
RunSeminar
Website redesign
Clarity Board
PROJECTS +
DO TODAY
Website redesign (3)＋ ✎ ▤
SCHEDULE
Quarterly report (5)＋ ✎ ▤
Mon 26Tue 27Wed 28Thu 29Fri 30
← New project
Start from a template
A ready-made project with its tasks, due dates and notes Doc. Or fill in your own below.
Project name 
UrgencyNot rated
ImportanceNot rated
Mon 26Tue 27Wed 28Thu 29Fri 30
← Start from a template
WORK AND RESEARCH
Grant application12 tasks
Research paper10 tasks
Thesis chapter9 tasks
BUSINESS
Product launch10 tasks
Client project8 tasks
Event or workshop11 tasks
PERSONAL
Moving home10 tasks
Mon 26Tue 27Wed 28Thu 29Fri 30
← Event or workshop
Project nameSpring workshop
Deadline (optional)Apr 20, 2027
Task due dates
Spread them for me
No dates: I'll set my own
TASKS
Set the goal, audience and size
Choose the date and book the venue
Draft the agenda and invite speakers
… 8 more, all ticked
Create project
Mon 26Tue 27Wed 28Thu 29Fri 30
Team meetingWebsite redesign
AdminQuarterly report
Work blockWork block
RunSeminar
Website redesign
Clarity Board
PROJECTS +
DO TODAY
Website redesign (3)＋ ✎ ▤
SCHEDULE
Spring workshop (10)＋ ✎ ▤
Set the goal, audience and size~1 h
Choose the date and book the venue
Open registration~1 h
Created Spring workshop: 10 tasks and its notes Doc.
Google Docs · Clarity Board — Project Notes

Spring workshop

Outcome
Goal
Date and place
Expected attendance
Agenda
TimeSessionSpeaker
Speakers
NameTopicConfirmed
Mon 26Tue 27Wed 28Thu 29Fri 30
Set the goal, audience and s
← Edit tasks
TaskSet the goal, audience and size
Due date (optional)Mon, Nov 2
TaskChoose the date and book the venue
Due date (optional)none
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The steps

Venue and speakers early, reminders and a run sheet at the end. Make it yours: click a step to reword it, remove one with ✕, add your own, and give any step a date. This page remembers your changes on this device.

    The notes page

    Everything bigger than a task, in one place. In Clarity Board this becomes a Google Doc linked to the project; here's what's in it.

    Outcome

    Goal
    Date and place
    Expected attendance

    Agenda

    TimeSessionSpeaker

    Speakers

    NameTopicConfirmed

    Suppliers and budget

    ItemSupplierCostBooked

    Decisions

    Newest first.

    DateDecision

    Notes

    Free text, for anything else.

    Why it's laid out this way

    Venues book up first

    The date and room are the hardest things to change later, so they come right after the goal and audience.

    Speakers need lead time

    Invite speakers with the first draft of the agenda, and confirm their talks well before the reminder goes out.

    A run sheet for the day

    A minute-by-minute run sheet and a room check the day before let you host instead of firefight.

    Put this plan in your calendar

    Clarity Board is a free panel beside Google Calendar for anyone juggling several projects at once. It creates this project with the steps you choose and its notes page, and helps you give it the time it needs, week by week.

    Get the free beta