Catering & Private Event Operations System

This catering event planning spreadsheet is a connected Excel operations system for caterers, restaurants, venues and private dining teams. Coordinate bookings, event readiness, an auto-fill BEO brief, staffing and closeout in one workflow, with a Quick Start PDF included.

A connected Excel system for caterers, restaurants, venues, private dining teams and event managers. More than a BEO form, it follows the event from booking through closeout.

Catering and event workflow

• Event Pipeline

• Six-Gate Readiness — final count, menu/service, staffing, equipment, timeline/BEO and payment

• Auto-fill BEO Event Brief

• Run of Show

• Staffing plan with paid hours and estimated labor

• Packing & Setup gap control

• Event Closeout

• Operations Dashboard

Excel • No macros • No subscription. Includes Quick Start PDF.

The BEO Event Brief is an operational planning document, not a legal contract. Confirm client approvals, food-safety/allergen procedures, alcohol rules, staffing and payment terms under your policies.

Related tools

For related workflows, explore Bar Profit & Control System PRO; Catering & Private Events.