Event Management Tools

Forms of Address (Word doc) How to properly address people with specific titles in print pieces.

Invitation Guidelines (Word doc) A basic guide to correctly wording a formal invitation.

Planning Timetable (PDF) Gives you guidelines for when to begin the multiple steps to planning an event.

Professional Standards and Business Conduct (PDF) Northeastern’s policies on the personal and professional conduct of its employees.

Request for Proposal (RFP) (Word doc) Use this form if you need to get multiple bids for off-campus conference and event space and/or sleeping rooms.

Sample Briefing Memorandum (Word doc) When the President is attending your event, you must send this document to the Office of the President, five business days prior to the event.

Sample Event Survey (Word doc)  Use this to either hand out or e-mail to your attendees after the event to get important feedback.

US Postal Service Customer Guide (PDF) A great resource for sending print materials through the US Mail.


Listed below is a selection of documents that University Events staff members use on a daily basis to stay organized, and keep in communication with colleagues about events in progress.  We invite you to utilize these handy tools and incorporate them into your next successful event.

Budget Tracking Spreadsheet (Excel doc) A must for tracking all event-related expenses.

Campus Capacity Chart (PDF) A chart listing out all campus event venues and their capacities for various set ups.

Catering Request for Proposal (RFP) (Word doc) Use this form if you need to see multiple bids for off-campus caterers.

Event Planning Checklist (PDF) A valuable checklist to ensure that no detail is forgotten.