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Julie & Thomas
Julie Moore · (415) 555-0142
Thomas Lee · (415) 555-0188
Saturday, June 20, 2026
3:00pm - 2:00am
Civil ceremony
120
Vaux Manor, Grand Ballroom
| Time | Moment | Owner |
|---|---|---|
| 3:00pm | Guest arrival | Wedding planner |
| 3:30pm | Civil ceremony | Officiant |
| 4:30pm | Cocktail hour | Catering team |
| 8:00pm | Dinner & party | Maître d'hôtel |
House foie gras
Beef tenderloin, red wine sauce
Dessert tasting plate
Welcome champagne
Red & white wine
Open bar until 2am
Tiered cake - 120 servings - chocolate & vanilla
DJ Antoine · 9:00pm - 2:00am
Lumiere Studio · photo + drone video
Peony Workshop · white peonies & eucalyptus
| Description | Amount |
|---|---|
| Reception (120 guests) | $9,600 |
| Beverage package | $2,400 |
| Total | $12,000 |
Bank transfer
30% at booking ($3,600)
Vaux Manor, 100 Vineyard Rd, Napa, CA
Provide 6 vegetarian menus and 2 gluten-free menus.
Nova Studio
440 Brannan St, San Francisco
Camille Roy · (415) 555-0188
Thursday, June 18, 2026
6:30pm - 10:30pm
60
Rooftop, lounge DJ set
The Perch terrace
| Time | Moment | Owner |
|---|---|---|
| 6:30pm | Bar opens | Floor lead |
| 7:30pm | DJ set | DJ |
| 9:00pm | Buffet | Catering team |
Sharing boards (charcuterie, cheese)
Hot mini burgers
Sweet treats
Signature spritz
Draft beer
Red & white wine
Craft lemonades, infused waters, sodas
| Item | Qty |
|---|---|
| Speakers + mixing desk | 1 |
| Cocktail tables | 8 |
| String lights | 6 |
| Description | Amount |
|---|---|
| Bar package (60 guests) | $1,200 |
| Aperitif buffet | $780 |
| Total | $1,980 |
Bank transfer
30% at booking ($594)
Nova Studio, 440 Brannan St, San Francisco
Feature a clear no-alcohol option at the bar.
Hartwell Advisory Group
500 Market St, San Francisco
Claire Moore · (415) 555-0148
Thursday, October 8, 2026
8:30am - 5:30pm
32
Internal seminar · tax law
Concord Room
| Time | Session | Speaker |
|---|---|---|
| 8:30am | Welcome & coffee | Hartwell team |
| 9:00am | 2026 tax updates | Anthony Lever, Esq. |
| 11:00am | Breakout workshops | Facilitators |
| 2:00pm | Practical case studies | Sophie Gardner, Esq. |
Coffee / tea
Pastries
Fresh fruit juice
Seasonal buffet
Hot & vegetarian entrée
Dessert & coffee
Morning break · 10:30am
Afternoon break · 3:30pm
Water & drinks throughout
| Equipment | Qty |
|---|---|
| Projector + screen | 1 |
| Flip chart | 2 |
| Lapel mic | 2 |
| Description | Amount |
|---|---|
| Room rental (full day) | $950 |
| Breaks & lunch (32 guests) | $1,440 |
| Total | $2,390 |
Bank transfer
30% at booking ($717)
Hartwell Advisory Group, 500 Market St, San Francisco
Provide 4 vegetarian meals and 1 gluten-free.
Novatech Solutions
500 Market Street, San Francisco, CA
Claire Fontaine · (415) 555-0188
October 14-15, 2026
45 team members
Executive offsite
45 single rooms - 1 night
Bayview Conference Resort, Lincoln Hall
| Time | Session | Room |
|---|---|---|
| 9:00am | Welcome & opening plenary | Lincoln Hall |
| 11:00am | Strategy workshops (breakouts) | Madison · Jefferson |
| 2:00pm | Innovation panel | Lincoln Hall |
| 5:00pm | Team building - scavenger hunt | Grounds |
| Time | Session | Room |
|---|---|---|
| 9:00am | Lessons learned | Lincoln Hall |
| 10:30am | 2027 roadmap | Lincoln Hall |
| 1:30pm | Workshop readouts | Madison |
| 4:00pm | Closing plenary | Lincoln Hall |
Welcome coffee & pastries
Morning break
Afternoon snack break
Day 1 - Seasonal buffet
Day 2 - Plated 3-course lunch
Day 1 - Gala dinner
Evening DJ set
| Room | Equipment | Capacity |
|---|---|---|
| Lincoln Hall | Projector · PA · wireless mic | 50 (theater) |
| Madison | 4K screen · flip chart | 20 (U-shape) |
| Jefferson | TV · flip chart | 15 (pods) |
| Description | Amount |
|---|---|
| Room rental & AV (2 days) | $4,200 |
| Catering (45 guests x 2 days) | $6,750 |
| Accommodation (45 rooms) | $5,400 |
| Total | $16,350 |
Bank transfer
40% at booking ($6,540)
Novatech Solutions, 500 Market Street, San Francisco, CA
Provide 5 vegetarian and 2 gluten-free meals. ADA access in Lincoln Hall.
Helios Consulting
24 Madison Avenue, New York, NY 10010
Camille Roussel · (212) 555-0188
Thursday, October 8, 2026
7:00pm - 11:30pm
Standing dinner
120
Rooftop The Belvedere
| Time | Step | Owner |
|---|---|---|
| 5:00pm | Delivery & setup | Head waiter |
| 7:00pm | Welcome & toast | Maître d'hôtel |
| 10:30pm | Dessert service | Kitchen team |
Mini beef sliders
Prawn skewers
Gravlax salmon verrines
Assorted macarons
Lemon tartlets
Chocolate fountain
Signature cocktail "Helios"
Champagne & wine
Open soft bar
| Item | Qty |
|---|---|
| Cocktail tables | 20 |
| Serving trays | 40 |
| Chafing dishes | 8 |
| Role | Count |
|---|---|
| Maître d'hôtel | 1 |
| Servers | 8 |
| Cooks | 4 |
| Description | Amount |
|---|---|
| Standing dinner (120 guests) | $6,000 |
| Beverage package | $1,800 |
| Total | $7,800 |
Bank transfer
30% at booking ($2,340)
Helios Consulting, 24 Madison Avenue, New York, NY 10010
Provide 10 gluten-free bites and 6 vegetarian trays.
The Lilac Estate
12 Flower St, San Francisco
Marie Dubois · (415) 555-0123
Saturday, September 12, 2026
6:00pm - 11:00pm
Cocktail reception
80
Orangery Room
| Time | Step | Owner |
|---|---|---|
| 4:00pm | Delivery / setup | Catering team |
| 6:00pm | Service starts | Maître d'hôtel |
| 10:30pm | Breakdown | Catering team |
Hot & cold canapés
Vegetable plancha
Tiered cake
Welcome sparkling wine
Red & white wine
Open soft bar
Entertainment: mentalist at 9pm
| Item | Qty |
|---|---|
| Cocktail tables | 12 |
| Linens | 15 |
| Chafing dishes | 6 |
| Description | Amount |
|---|---|
| Catering (80 guests) | $2,400 |
| Beverage package | $640 |
| Total | $3,040 |
Bank transfer
30% at booking ($912)
The Lilac Estate, 12 Flower St, San Francisco
VIP client - provide 8 vegetarian covers.
In depth, by event type: Wedding BEO template
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A BEO (also called a function sheet) is the document that details everything about an event - schedule, room setup, menu, staffing and logistics - so every team knows exactly what to do.
Wedding, caterer, seminar, study day, standing dinner and afterwork - each ready to adapt to your event.