wedding-planning-intake-assessment

Intake & Initial Assessment — Wedding Planning

Run a structured intake and initial assessment for couples and their families in venues, suppliers and planning offices. The deliverable is a completed intake record and initial assessment summary. This skill is written for a wedding planner working with couples and their families in venues, suppliers and planning offices.

When to use

• You are a wedding planner preparing, delivering or reviewing this part of your work in venues, suppliers and planning offices.
• You need a defensible, repeatable approach that produces a completed intake record and initial assessment summary.
• A colleague, auditor or client asks how this was done and what evidence supports it.

Key Concepts

Term	Meaning
Run sheet	the minute-by-minute schedule for the wedding day
Contingency	backup plans for weather, suppliers or timings
Venue styling	the decoration and layout of the celebration space

Workflow

1. Step 1 - Confirm identity, consent and the reason for referral or engagement, and open the record that will hold planning timelines
2. Step 2 - Gather history and current circumstances from couples and their families, using the standard intake structure for venues, suppliers and planning offices
3. Step 3 - Record baseline observations and measurements relevant to milestone completion, noting anything that changes the priority of the case
4. Step 4 - Flag immediate concerns — especially supplier failures on the day — and escalate or fast-track anything urgent before proceeding
5. Step 5 - Summarise findings for couples and their families in plain language, agree the next step, and file the intake section of planning timelines

Profession-Specific Components

Component	Details for Wedding Planning
Core documentation	planning timelines; supplier contracts; budgets; day-of schedules
Core tools & equipment	planning software; budget trackers; floor plan tools; communication platforms
People involved	couples and their families; the wedding planner; colleagues and other services in venues, suppliers and planning offices
Primary record	planning timelines — keep it current, dated and attributable

Output Format

Context: [Situation in venues, suppliers and planning offices] | Objective: [What this must achieve] | Audience: [couples and their families and other stakeholders]

The finished output is a completed intake record and initial assessment summary, structured as:

1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

Action Plan

1. Immediate: Confirm scope, consent and the evidence available in planning timelines.
2. Short-term: Complete the workflow steps and record outcomes against milestone completion.
3. Medium-term: Review results, close actions, and update local procedures in venues, suppliers and planning offices.

Success Metrics

Metric	Target	Method
milestone completion	Agree a local target and track the trend	Measured from planning timelines and reviewed on a set cycle
budget accuracy	Agree a local target and track the trend	Measured from planning timelines and reviewed on a set cycle
client satisfaction	Agree a local target and track the trend	Measured from planning timelines and reviewed on a set cycle
supplier issue rates	Agree a local target and track the trend	Measured from planning timelines and reviewed on a set cycle

Guardrails & Quality Checks

• Never let this happen: supplier failures on the day.
• Never let this happen: budget overruns.
• Never let this happen: timeline collapse on the day.
• Work only within the competence and authority of a wedding planner; escalate or refer anything beyond it.
• Record facts and observations, not speculation, and keep records confidential to venues, suppliers and planning offices's rules.
• Verify names, dates, figures and measurements twice before anything is issued or signed off.
• Use only real, verified information from the case in hand — never invent results, credentials or evidence.

Example (illustrative)

A wedding planner in venues, suppliers and planning offices applies this workflow for couples and their families: they open planning timelines, work through the five steps using planning software, and close by recording the outcome against milestone completion and agreeing the next review date. (Illustrative example only — replace with the real details of the case in hand.)