The Wedding Planner Method
Module 1 ยท Client Brief Template
Use this worksheet after the discovery conversation. The goal is to turn preferences into an operating brief that can guide venue, vendor, budget and timeline decisions.
1. Event Snapshot
Couple / clients
Target date / flexibility
Location / geography
Guest-count range
What should the wedding feel like for the couple and their guests?
2. Protected Priorities
Rank the three things that should be protected if tradeoffs become necessary.
1
2
3
3. Constraints & Non-Negotiables
Total budget ceiling
Current committed spend
Accessibility / mobility needs
Family / cultural obligations
Existing contracts, deposits or assumptions that reduce flexibility
4. Decision Dynamics
Primary decision makers
Important influencers
Approval / response expectations
Known disagreement areas
5. Budget Architecture
Protected spend categories
Flexible / lower-priority categories
Mandatory / fixed costs known today
Contingency reserve assumption
6. Next Five Decisions
Decision
Owner
Needed by
1.
2.
3.
4.
5.
7. Planner Risk Scan
What could become expensive, unavailable or difficult if we delay?
What information is still missing before the next major commitment?
Educational template. Adapt contracts, policies and client documents to the laws and professional requirements applicable in your jurisdiction.