The Upside-Down Pyramid Approach to Event Planning

My method for planning an event resembles an upside-down pyramid. I start with a broad vision and progressively narrow down the details, themes, resources, logistics, and timing. This approach ensures that every element of the event aligns perfectly with the client’s vision.


Step 1: Initial Consultation

Every event begins with a consultation to understand the client’s goals and preferences. This is a crucial step, as it helps me gather essential information about the client’s vision and needs. This practice stems from my time in wedding planning but applies to all types of events.


Tip for Event Planners:
Always begin with a detailed consultation. Understanding your client’s desires and expectations is the foundation of successful event planning.


Step 2: Establishing a Vision

All events have a goal and sometimes a specific theme. If the client doesn’t have a clear theme in mind, I help create one. This initial planning meeting sets the stage for the creative process.

Tip for Event Planners: If a client lacks a specific theme, use your creativity to develop a cohesive vision that aligns with their goals and preferences.


Step 3: Visualization and Planning

As a visual person, I instinctively start crafting the event in my head. I create a plan that aligns with the client’s vision and then establish a budget. Once the budget is set, my team and I begin bringing the vision to life by assembling a team of vendors and supporters to best execute the plan.

Tip for Event Planners: Use visual aids, such as mood boards or sketches, to help clients visualize the event. This ensures everyone is on the same page and helps bring the vision to life.


Step 4: Execution and Delivery

We share our plan with the client in a way that allows them to visualize it themselves. Often, clients have certain expectations and are pleasantly surprised by the final outcome. Delivering more than what is expected is one of the most rewarding aspects of event planning.

Tip for Event Planners: Always aim to exceed client expectations. Surprise elements and thoughtful details can elevate the event and leave a lasting impression.


Our commitment to meticulous planning, creative vision, and exceptional execution sets us apart. If you’re looking for an event planner who can transform your vision into a memorable experience, we would be thrilled to work with you. And to my fellow event planners, I hope this approach inspires you to create extraordinary events for your clients.

Thank you for taking the time to read about our approach. We look forward to making your event truly special.


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Feel free to reach out through our website, or follow us on Instagram for more event inspiration and behind-the-scenes looks at our planning process.