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EP Event Template 1: Event Plan
EVENT OVERVIEW
Event Title:
Event Type:
(e.g. AMA, TCV Community Event, TPC Funnel, TTC Lab)
Date & Time:
Duration:
Event Objective:
Target Audience:
KEY DETAILS
Event Topic/Theme:
Speaker(s):
Moderator:
Format:
(e.g. Zoom, hybrid)
Zoom Link:
Disco Event Page Link:
Number of Registrations:
TCV members:
Guests:
Total:
KEY MATERIALS
Event promo banner:
Slides:
Feedback Form:
ROLES & RESPONSIBILITIES
ROLES & RESPONSIBILITIES
PRE-EVENT TASKS
PRE-EVENT TASKS
EVENT FLOW (RUNDOWN)
Start Time
End Time
Duration (mins)
Segment
Person in Charge
Description
Notes
Welcome & introduction
Introduce EP, TCV, program (TPC/TTC/TEC)
Inform attendees that session will be recorded
Introduce speaker & topic
Slide: [link or file name]
List any messages and/or links to share in the chat
Group Photo
Take group photo
Hand-off to speaker to start their session
Guest Speaker’s Session
Session topic overview
Moderated prompts or pre-planned questions
Screen share support (if needed)
Moderated Discussion / Q&A
Moderated discussion / Q&A
List of prepared questions
Wrap-Up: Key Takeaways, EP Program Pitch & CTA
Thank guest speaker
Key takeaways
Upcoming events teaser
Slide: [link or file name]
List any messages and/or links to share in the chat
Feedback
Launch feedback poll
Thank You & Closing
Final thanks & goodbye
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POST-EVENT TASKS
POST-EVENT TASKS
Task
Person in Charge
Deadline
Completed?
Notes
Task
Person in Charge
Deadline
Completed?
Notes
Download event registration list from Disco and upload to Mailchimp
10/06/2025
Send post-event email (slides + replay + CTA)
Collect and summarize feedback
Update lead tracker with notes
Follow-up with leads (email / LinkedIn)
Publish recap post on LinkedIn
Clip & share highlight video (if applicable)
Archive all materials in shared folder
There are no rows in this table
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