Watch How to write a Event Planning Business Plan

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In the video above, Dr. Paul Borosky, MBA, walks viewers through key strategies for writing an event planning business plan. He explains how to structure your title page, craft an effective executive summary, and conduct a meaningful SWOT analysis—all while keeping your plan professional, clear, and investor-ready.

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Transcript

Introduction

Hey all, my name is Dr. Paul Borosky, MBA, and I’m the owner of Quality Business Plan.
In this video, I’m going to share some tips and tricks for writing an Event Planning Business Plan.

Here’s the game plan for today:
First, I’ll give you a little background about who I am, what I do, and why I do it. Then, we’ll dive right into several specific tips to help you write a professional, investor-ready business plan for your event planning company.

All right—let’s jump right into it.

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Tip #1 – Keep the Title Page Clean and Simple

Let’s start with something that might seem basic but often gets overlooked—the title page.

I can’t tell you how many times I’ve seen business plans where the title page is so overloaded with design elements—balloons, cakes, streamers—you can’t even tell what the company name is or what type of document it is!

Your title page should be professional, clear, and inviting. Here’s the simple structure I use for my clients:

1. Company Name – placed neatly at the top.

2. Company Logo – centered on the page.

3. Document Type – clearly labeled at the bottom, such as “Business Plan.”

The reason for this format is clarity. You want your reader to know immediately what they’re looking at. Businesses have a variety of documents—strategic plans, marketing plans, operations plans, and more. By simply labeling yours “Business Plan,” you remove confusion and set a professional tone right from the first page.

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Tip #2 – Write a Strong Executive Summary

Next up is your Executive Summary—and this is arguably the most important section in your entire business plan.

If someone’s going to read any part of your plan, it’ll almost always be this section. Unfortunately, most entrepreneurs either make it too long or too vague. Your executive summary should be short, structured, and easy to digest.

Here’s how I recommend breaking it down into four concise paragraphs:

1. Company Summary
   Tell the reader who you are, what your business does, where you’re located, and your hours of operation—all in just a few sentences. Keep it tight and factual.

2. Target Market
   Explain who your customers are and the geographic area or market segment you’re focusing on. This helps investors and lenders understand your direction.

3. Financial Highlights
   Give a quick snapshot of your expected revenues, expenses, and net profits—but keep it limited to the first year. You don’t need to show five-year projections here; that comes later.

4. Funding Requirements
   Tell the reader exactly how much funding you need to make your vision a reality. This ties everything together—what you do, who you serve, how much you expect to make, and what you need to start.

In short, your executive summary should tell your story in four paragraphs:
Business Overview → Target Market → Financial Picture → Funding Request.

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Tip #3 – Create a Focused SWOT Analysis

The next area I want to discuss is your SWOT Analysis—which stands for Strengths, Weaknesses, Opportunities, and Threats.

This section might look simple, but it’s often one of the most misunderstood parts of a business plan. A good SWOT analysis isn’t just a list—it’s a strategic snapshot of your company’s internal and external position.

Here’s how to structure it properly:

Internal Factors: Strengths and Weaknesses

These are things within your control.
Examples include:

• Strategic or marketing plans you’ve already developed

• Standard operating procedures (SOPs)

• Experienced staff

• Brand reputation

If you have them—those are strengths.
If you don’t—those become weaknesses.

Also, keep in mind that being a startup is naturally a weakness. Every new business faces a learning curve, and recognizing that shows honesty and awareness.

External Factors: Opportunities and Threats

These are outside your control but still impact your business.
Examples:

• Opportunities: Local community engagement, partnerships, or emerging trends in event services

• Threats: Competitors, economic downturns, or changing consumer behavior

In summary:
--Strengths and Weaknesses = Internal
-- Opportunities and Threats = External

Keeping this distinction clear makes your SWOT analysis meaningful and credible.

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Tip #4 – Professional Presentation and Organization

Even though it’s not an official “section,” the presentation of your business plan matters. Keep your formatting clean, use consistent headings, and make sure it’s easy to navigate.

Investors, lenders, and partners are busy people. A polished, well-organized document reflects professionalism—and that’s half the battle when trying to gain trust and funding.

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Template and Tutorial Options

If you’d like to skip the trial-and-error of building a business plan from scratch, I’ve got a great solution for you.
You can purchase my Event Planning Business Plan Template, which includes:

• A customizable Microsoft Word document

• A basic financial model in Excel designed specifically for the event planning industry

• Access to my video tutorials, which walk you through each section step-by-step

You’ll need Microsoft Word and Excel to edit the template, and keep in mind that free phone support isn’t included after purchase.
However, if you’d like personal mentoring or guidance while completing the plan, I offer paid consulting services to help you through it.

If you want to buy a template, you’ll find the link right below this video.
And if you’d rather have a professional write your entire business plan or financial projections for you, I’d be happy to take care of that too.
Just call, text, or email me—or visit my Prices Page for full details.

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Conclusion

Hopefully, these tips have been helpful for you as you work on your Event Planning Business Plan.

Remember:

• Keep your title page clean.

• Structure your executive summary for clarity.

• Differentiate internal and external factors in your SWOT.

• And always present your plan professionally.

If you found this video helpful, please subscribe to my channel for more business plan tips and tutorials.

Now, go out, make a little bit of money—and have a great day.

Thank you!

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Download Your Event Planning Template Now!

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Call or Text Dr. Paul, MBA.

321-948-9588

Email: Paulb@QualityBusinessPlan.com

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