Gifting and follow-up worksheet

Event: [name] | Client approver: [name] | Distribution owner: [name] | Communication owner: [name]

Gift purpose and relevant client policy check: [answer/owner]

Item	Quantity basis	Artwork / personalisation source	Approval	Delivery/check owner	Distribution point	Reconciliation
[item]	[assumption]	[version]	[status]	[name]	[reviewed location]	[status]

Damaged/missing/incorrect item response: [approved alternative and guest message]

Promised follow-up

Guest promise	Audience	Asset/version	Release approver	Sending owner	Confirmed timing/status	Outstanding action
[resource/answer/conversation]	[group]	[version]	[name]	[name]	[status]	[action]

• [ ] Follow-up reflects the actual guest promise.

• [ ] Information use follows agreed organisational process.

• [ ] Asset, caption and name approval recorded.

• [ ] No unverified outcome, origin or sustainability claim.

• [ ] Outstanding fulfilment has an owner and confirmed next action.

ThreeSixZero · Event planning worksheet. Adapt to your agreed scope and responsibilities.