INT-MGMT-3.1.1

The Event Brief, Costing and the Run Sheet

Extracting a complete event brief from the client, building a realistic cost sheet with contingency, and driving delivery from a minute-by-minute run sheet with named owners and a marked critical path.

The owner's assistant calls: the owner would like to host a dinner for forty during the boat show, on board, on the Thursday. She has no further details and will not be available again this week. You now have eleven days, a vague sentence, and a reputation to protect. Everything depends on the brief you extract now.

The Client Conversation

Never leave the first conversation with anything less than the answers to these questions:

  • Purpose — celebration, business, hospitality, charity, a reveal? Purpose drives every other decision.
  • Guest of honour and who must be impressed.
  • Numbers — expected, maximum, plus-ones, children, staff and security.
  • Date, time, duration and the hard end.
  • Format — seated dinner, canapes and drinks, buffet, mixed.
  • Tone — black tie, barefoot, corporate, family.
  • Budget — a real number, and who authorises spend.
  • Non-negotiables — dietary, cultural, allergy, press, photography, confidentiality.
  • Decision-maker — who signs off, and who may not change the plan.

Write it up as a one-page event brief and send it back for confirmation. The brief is your contract; scope creep is managed against it.

Costing

Cost line Notes
Food and beverage Per head, plus 10-15 percent over-catering
Hired staff Agency stews, bar staff, chefs; day rate plus travel
Equipment hire Furniture, glassware, linen, marquee, heaters
Flowers and styling Often the biggest surprise line
Entertainment and AV Performer fee, tech, rider, power
Transport Tenders, cars, shore-side handling
Contingency 10 percent minimum

Quote high and deliver under. Confirm in writing who is paying — the owner, the charter APA, or a corporate client — and get authorisation from the captain or purser before you commit a supplier.

The Run Sheet

The run sheet is the single timeline every department works from. It is not a list of your good intentions; it is minute-by-minute, with named owners.

Time Action Owner
09:00 Furniture and hire delivery, security screening at passerelle Bosun / ISPS officer
12:00 Florist aboard, escorted 2nd stew
15:00 Table set, dressed, photographed against the plan Chief stew
17:30 Crew brief, all departments Chief stew / captain
18:45 Bar live, canapes staged Service stew
19:00 Guests aboard, greeting line, drinks Chief stew
20:30 Call to table, seated dinner Chief stew
23:30 Last drinks; tenders staged Deck
00:00 Hard stop, guests ashore Captain

Distribute the run sheet to the captain, galley, deck and engineering. Build backwards from the guests-aboard time, and mark critical path items — the things that, if late, move everything.

Onboard Notes

  • The number will grow. It always grows. Cost and plan for the maximum the vessel and its certificate can lawfully carry, and confirm that limit with the captain first.
  • Get the brief signed off. Verbal changes at 17:00 on the day are how events fail.
  • Nothing is confirmed until it is in writing with a price and a cancellation term.

Practice questions

5 questions
recallcore

recall · core

List the questions you must answer before you can write an event brief.

recallcore

recall · core

What is a run sheet, who receives it, and what does marking the critical path mean?

recallcore

recall · core

Name the main cost lines in an event budget and the two rules of thumb given for catering and contingency.

scenariostretch

scenario · stretch

The owner assistant calls: the owner would like to host a dinner for forty on board during the boat show, on the Thursday. She gives no further detail and will be unavailable all week. You have eleven days. What do you do first?

oralstretch

oral · stretch

Why is the written event brief described as your contract, and how do you use it when the client changes the plan?

Independent study. xplor is not an IAMI- or PYA-accredited GUEST training provider. This course covers the ground assessed in GUEST Unit 36; it awards no GUEST unit, certificate or Certificate of Competency and does not count toward one.

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