Systems for Well-Run Venues

When your policies are clear, your vendors know what’s expected, your team knows what to do, and your clients feel taken care of from start to finish. These templates are the foundation of a venue that runs smoothly even when you’re not in the room. The Systems Collection gives you the structure to operate confidently, protect your business, and deliver a seamless experience every time.

BONUS: Includes one Strategy Session call to problem solve your biggest operational challenge. You'll walk away with clarity and answers to your heaviest questions.

Templates Vendor Guidelines for Events* Most popular

The go-to guide your vendors actually need — covering load-in, setup expectations, and how to work within your space professionally.

Sample Caterer Agreement

A clear, professional agreement to set expectations with catering partners before they ever step foot on your property. Sample Planner Agreement

Define the working relationship with event planners so everyone knows their role and your venue’s standards are protected. Routine Maintenance Checklist

Stay ahead of wear and tear with a recurring checklist that keeps your venue looking its best between events. Opening & Closing Event Day Checklists

Step-by-step checklists for your team so every event day starts and ends the right way with nothing overlooked. DIY Decor Policy with Waiver

Set clear boundaries around DIY decorating so you protect your space without dampening your clients’ creativity. Sample Incident Report

A straightforward template for documenting anything unexpected... because having a record matters when it matters most. Caterer Cleanup Checklist

Hand this to every caterer so your kitchen and event space are left exactly as they found it.

Animal Policy Waiver

Cover yourself when clients want to include pets or animals- a simple, clear waiver that sets expectations upfront.