Gifting and follow-up worksheet
Editable event planning worksheet. Replace the placeholders and duplicate records as needed.
Event: [name]
Client approver: [name]
Distribution owner: [name]
Communication owner: [name]
Gift purpose and relevant client policy check: [answer/owner]
Record 1
Item: [item]
Quantity basis: [assumption]
Artwork / personalisation source: [version]
Approval: [status]
Delivery/check owner: [name]
Distribution point: [reviewed location]
Reconciliation: [status]
Damaged/missing/incorrect item response: [approved alternative and guest message]
Promised follow-up
Record 1
Guest promise: [resource/answer/conversation]
Audience: [group]
Asset/version: [version]
Release approver: [name]
Sending owner: [name]
Confirmed timing/status: [status]
Outstanding action: [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.