Wednesday, September 11, 2013

Event Planning Template - New Budget Spreadsheet For Meetings


If you do not know excel or do not want to spend major amounts of time designing something to fit your budget, what do you do?

The other day I met with a friend to discuss a new Excel Budget Spreadsheet for Meetings.

She was impressed with the spreadsheet and made the following comments. Five years ago she was working for a company and had the responsibility of setting up and running some large meetings. Her major problem was spending so much time late at night trying to design and set up the excel spreadsheets that it caused family problems an she ended up leaving her employer.

She wished this Budget Spreadsheet for Meetings had been available at that time. It would have saved her countless hours.

With the spreadsheet all she had to do was enter the meeting information and the formulas would do the rest.

The spreadsheet is set up with the main Budget Sheet listing all the items needed for the meeting.

Income categories list: Registration Fees, Company Funding, Sponsor Funding, Exhibitor Fees, Advertising and Other Income.

Variable Expense categories include major categories such as: Food Expenses, Beverage Expenses, Exhibition Expenses plus three more.

Fixed Expense categories include twelve areas like: Staff Expenses, Speaker Expenses, Audio-Visual, Printing, plus eight more.

Charts: The final sheets on the spreadsheet are Charts. These charts are automatically generated and show percentages when categories for Income, Fixed and Variable Expenses are completed.

Each category has it's own sheet to enter all items. All the meeting planner needs to do is enter the item and related income or expense numbers onto the specific sheet that covers that item. From that point all numbers are automatically totaled into separate categories and then totaled on the page. The total from the page then is populated onto the main Budget Sheet.

What's nice is that everything is simple. You enter the names and amounts and then the Budget Spreadsheet takes over and does the rest for you. Instantly you know totals to date in income and expenses plus actual profit or loss to date.

You can not make any mistakes because all the formulas are protected and examples are on each sheet showing you how to use the forms. Easy, Easy, Easy.

So, if you do not know excel or do not want to spend major amounts of time designing something to fit your budget, simply get the new Budget Spreadsheet for Meetings and enjoy.

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