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Event Initiative Template

Purpose: Structure your event idea for team review.

Start simple. Fill in what you know. The rest helps you think through details — skip what doesn't apply yet.


Quick Proposal (Start Here)

Copy this section to propose an idea. Expand sections below as needed.

# [Event Name]

**What:** [One sentence — what is this?]
**When:** [Date/time]
**Where:** [Venue]
**Ticket:** [Free / $X]
**Feeds to:** [What course/event does this support?]

**Why this will work:**
- [Key assumption 1]
- [Key assumption 2]

**Who can we tap:**
- [Existing community/timing to leverage]

**I need help with:**
- [What support do you need from the team?]

Thinking It Through (Optional Sections)

Use these to develop your proposal further. Not all sections need to be filled.

Target & Capacity | Aspect | Detail | |--------|--------| | **Target Audience** | [Who is this for?] | | **Capacity** | [How many?] | | **Duration** | [How long?] |
Assumptions to Test *What are you betting on? How will you know if it worked?* | Assumption | How We'll Know | |------------|----------------| | [Belief about audience need] | [Evidence] | | [Belief about format/timing] | [Evidence] |
Funnel Logic
[This Event] → [Target Course]
     ↓              ↓
  [X] attend    [Y] register
Session Flow | Time | Segment | |------|---------| | 0:00 | | | 0:15 | | | ... | |
Promotion & Budget **Channels:** [Where will you promote?] **Budget estimate:** [Costs vs ticket revenue]
Success Metrics | Metric | Target | Actual | |--------|--------|--------| | Registrations | | | | Show-up rate | | | | Course conversions | | |
Retrospective *Fill after event* **What worked:** **What to adjust:** **Assumptions validated/invalidated:**


Sample: New Year Resolution Workshop

This sample shows a fully developed initiative. Your proposal can start much simpler.


Quick Proposal

What: "Set Resolutions That Stick" — breathing + intention-setting workshop (serves as themed intro talk) When: Sunday, January 4, 2026 | 12:00 - 1:30 PM (replaces KIA that week) Where: MM Hall Ticket: $15 nominal fee Feeds to: Mega Course (Jan 23-25, 2026)

Why this will work: - People actively seek resolution help in early January - $15 ticket creates commitment (expect 70%+ show-up vs 50% for free) - KIA participants can bring friends/family new to the center - Resolution theme naturally bridges to "sustained practice" conversation

Who can we tap: - KIA participants — ask them to bring one new person - Graduate ambassadors — personal invites - New Year timing — everyone's thinking about fresh starts

I need help with: - Promotion on Instagram/Nextdoor - Eventbrite setup for $15 tickets


Developed Details

Assumptions to Test

Assumption How We'll Know
People seek resolution help in early Jan Registration numbers, social engagement
$15 ticket improves commitment Show-up rate >70%
Ticket as intermediate step before course Conversion rate vs cold outreach
KIA brings new people Track "referred by" on registration
Theme leads to practice conversation Post-event "interested in more?" responses

Funnel Logic

Resolution Workshop → Mega Course (Jan 23-25)
        ↓                     ↓
    25 attend            6-8 register

This workshop IS the intro experience — no separate intro talk needed.

Leverage Points

Existing Community: - KIA participants bring friends/family who haven't done SKY - Graduate ambassadors' personal networks - Past intro attendees who didn't convert yet

Timing: - New Year = natural reflection point - Resolution fatigue hits by Feb — we catch them early - People have time off, open to new experiences

Ticket Strategy: - $15 low enough for impulse, high enough to filter no-shows - Can offer "apply toward course registration" incentive

Session Flow

Time Segment Purpose
0:00 Welcome + settle Create calm space
0:10 "Why resolutions fail" discussion Build rapport, identify pain
0:25 Breathing exercise (light SKY taste) Experience the technique
0:45 Intention-setting process Practical value delivery
1:05 "Sustaining change" — introduce regular practice Bridge to course
1:15 Q&A + Mega Course invitation Clear next step
1:25 Mingle + sign-ups Capture interest

Promotion Plan

Channel Action By When
KIA announcement In-person invite at Dec 29 session Dec 29
Graduate WhatsApp Personal message + flyer Dec 27
Instagram 3 posts: teaser, details, reminder Dec 26-Jan 2
Eventbrite Create listing, $15 ticket Dec 26
Email list New Year themed invite Dec 28
Nextdoor Local community post Dec 30

Budget

Item Est. Cost
Refreshments $40
Printed materials $15
Eventbrite fees ~$30
Total ~$85
Revenue (25 tix) $375
Net +$290

Success Metrics

Metric Target
Registrations 30
Show-up rate 75%
New to center 60%
Mega Course registrations 6-8


Last updated: 2025-12-25

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