Wedding Planning Service SOPs

This template contains a comprehensive set of Standard Operating Procedures (SOPs) for a wedding planning service. It outlines the entire wedding planning process, starting with the initial client consultation and needs assessment. This first SOP emphasizes gathering client information, setting expectations, and scheduling follow-ups. It also details the importance of documenting client details and preferences in a Customer Relationship Management (CRM) system.

The document then transitions into vendor selection and management, the second SOP. This section provides step-by-step instructions for identifying, researching, and shortlisting suitable vendors. It also emphasizes the importance of facilitating vendor interviews and maintaining open communication with them. The SOP concludes by explaining how to address any vendor concerns and coordinate vendor activities on the wedding day.

The third SOP focuses on budget development and tracking. It guides the user through creating a budget framework, tracking expenses in real-time, and managing contingency funds. This section also details how to provide regular budget updates to the client and finalize the budget before the wedding. It also explains how to reconcile the budget after the wedding, ensuring all financial matters are settled and documented.

The fourth SOP describes the wedding day timeline creation process. This includes gathering information from the client and vendors, establishing a timeline framework, and drafting the initial timeline. It also details the importance of collaborating with vendors, reviewing the timeline with the client, and creating backup plans. The SOP finishes by explaining how to distribute the timeline and assign day-of coordination roles.

The final sections of the document cover venue scouting and booking, contract review and negotiation, payment and invoice management, client communication, post-wedding financial reconciliation, and post-wedding client feedback. These sections provide detailed instructions for each process, ensuring that the wedding planner has a comprehensive guide for all aspects of their business. The document emphasizes the importance of client satisfaction, vendor relationships, and detailed record-keeping throughout the entire wedding planning process.