WEDDING PLANNING WORKBOOK

$45.00

An easy DIY wedding planning checklist and spreadsheet, as made by a professional wedding planner and coordinator

Our very own Heirloom planning workbook – what used to be a resource exclusive to Heirloom clients, now yours to run with. Consider this your wedding planning home base. This is the backbone to the work we do at Heirloom and the real scaffolding upon which our couples' wedding days are built – and now yours.

This isn't just an Excel spreadsheet or planning checklist: it organizes the finer details and bigger picture of your vision, streamlines communication with your team, and brings clarity in chaos. Featuring 11 sheets of templated and color-blocked information, this workbook is fully customizable and easy to share with your team.

What's included:

Everything you need to plan your wedding, organized in one place.

Automated Wedding Day Timeline
Comes ready to go with our standard, recommended timeline, but totally customizable to your needs. Major milestones highlighted. Vendor arrivals sync automatically. Prints to just 2 pages.

4-Tier Budget Tracking System
See real costs from actual Heirloom weddings. Get proportional estimates based on YOUR budget. Track quotes and payments. Never miss a deposit deadline.

Complete Vendor Organization
Contact info, arrival times, meal counts, notes—all in one place. Share one document with your entire team.

Planning Timeline with Milestones
Know exactly when to book each vendor based on your wedding date. Built-in payment due date reminders.

Ceremony Planning Breakdown
Processional order, music cues, VIP seating, license signing, post-ceremony details.

Seating Chart & RSVP Tracking
Map out tables, note dietary restrictions, track thank-you notes. Two seating options included.

Decor & Rentals Inventory
Track what goes where, who's providing it, and who's setting it up. Nothing gets forgotten.

End-of-Night Packout Plan
Assign who's taking your gifts, license, personal items, and decor home.

Plus: A complete instruction manual that walks you through every single tab, so you're never staring at a spreadsheet wondering "now what?"

An easy DIY wedding planning checklist and spreadsheet, as made by a professional wedding planner and coordinator

Our very own Heirloom planning workbook – what used to be a resource exclusive to Heirloom clients, now yours to run with. Consider this your wedding planning home base. This is the backbone to the work we do at Heirloom and the real scaffolding upon which our couples' wedding days are built – and now yours.

This isn't just an Excel spreadsheet or planning checklist: it organizes the finer details and bigger picture of your vision, streamlines communication with your team, and brings clarity in chaos. Featuring 11 sheets of templated and color-blocked information, this workbook is fully customizable and easy to share with your team.

What's included:

Everything you need to plan your wedding, organized in one place.

Automated Wedding Day Timeline
Comes ready to go with our standard, recommended timeline, but totally customizable to your needs. Major milestones highlighted. Vendor arrivals sync automatically. Prints to just 2 pages.

4-Tier Budget Tracking System
See real costs from actual Heirloom weddings. Get proportional estimates based on YOUR budget. Track quotes and payments. Never miss a deposit deadline.

Complete Vendor Organization
Contact info, arrival times, meal counts, notes—all in one place. Share one document with your entire team.

Planning Timeline with Milestones
Know exactly when to book each vendor based on your wedding date. Built-in payment due date reminders.

Ceremony Planning Breakdown
Processional order, music cues, VIP seating, license signing, post-ceremony details.

Seating Chart & RSVP Tracking
Map out tables, note dietary restrictions, track thank-you notes. Two seating options included.

Decor & Rentals Inventory
Track what goes where, who's providing it, and who's setting it up. Nothing gets forgotten.

End-of-Night Packout Plan
Assign who's taking your gifts, license, personal items, and decor home.

Plus: A complete instruction manual that walks you through every single tab, so you're never staring at a spreadsheet wondering "now what?"

FAQs:

  • Is this just a spreadsheet I could build myself?
    Technically, yes—if you had hundreds of weddings of experience and knew exactly what to track, when to track it, and how to organize it. This workbook represents years of trial and error, refined through real weddings. You're not paying for a spreadsheet; you're paying for a proven system.

  • Can I use this instead of hiring a coordinator or planner?

    This workbook is not meant to replace the thoughtful experience, guidance, or peace of mind a planner provides. Instead, it’s here to help you consolidate your ideas, organize your logistics, improve communication with your team, and make your planner’s job easier if you are working with one.

  • Can I use this if I'm also hiring a planner?
    Absolutely! Many couples use this to get organized before meeting with planners, or as a shared document with their planner. It makes your planner's job easier and ensures you're both on the same page. In fact, some planners buy this workbook to use with their own clients.

  • I’m a planner. Can I use this for my clients?

    We encourage it! This workbook has served us and our couples well over the years, and we hope this becomes your new favorite tool to hand to clients

  • What if I get stuck or have questions?
    The instruction manual walks through every tab in detail. But if you want personalized guidance, you can book a Workbook Walkthrough Consultation with me where we'll customize it for your specific wedding.

  • Is this a one-time purchase or a subscription?
    One-time purchase. You get the workbook, the instruction manual, and any future updates I make to it. Forever.

Unsure where to start or how to tailor the workbook to your needs?

Book a workbook walkthrough with us to:

  • Personalize the workbook to your wedding or business

  • Learn how to use each section efficiently

  • Get support prioritizing tasks and managing details

  • Save time and stress with professional insights

Book a Workbook Walkthrough