Plan and assign
Track the budget, deadlines, owners, instructions, approvals, and final files from the first planning meeting onward.
Meet CD
Your event should not live in one person’s head.
CD is the complete planning and coordination workspace for teams running complex events. Track budgets and deadlines, guide every deliverable, prepare every person, and handle the day without becoming everyone’s personal help desk.
Plan · prepare · run · hand off
CD.
FIELDSTONE ANNUAL FORUMFINAL READINESS BRIEF
2 days out81% ready
26team members
8live stations
4gaps to close
Decision needed by 3:00 PMApprove the reception rain location before the attendee update is scheduled.
FRI · MAY 14420ATTENDEES
Built around one realistic sample event
Fieldstone Annual Forum420 attendees26 staff + volunteers8 speakers5 vendors3 spaces
01
The real event problem
A plan is only useful if the whole team can find it, follow it, and finish the work.
Prepare the team
See staffing gaps and give each person clear responsibilities, arrival details, answers, and backup support.
Keep answers current
Make sure attendees, speakers, staff, vendors, and VIPs receive the right information at the right time.
Run and remember
Handle live changes, record what happened, and leave behind a useful starting point for the next event.
02
Six connected views inside CD
From the first planning meeting to the final debrief.
Every view uses the same fictional event, people, deadlines, files, and budget. Start with Planning to see how a task moves from an assignment to a finished deliverable.
12 weeks out
Planning dashboard
May 14–15, 2027
Master to-do list
Work due next
Draft executive welcome remarks
Use the approved event message and keep remarks to five minutes.
Draft v2Nina PatelDue Apr 28
In progressConfirm final catering guarantee
Update the count after registration closes, then send the approved total to Harbor Table.
Counts sheetMaya ChenDue May 3
WaitingFinalize attendee FAQ
Resolve the guest and rain-location answers before scheduling the email.
Add final fileTessa WardDue May 5
Not startedApprove reception activation
Review the $7,500 request against the remaining budget and decide what it replaces.
ProposalJordan LeeDue Apr 25
Decision neededEvery task points to the finished work.The owner sees the instructions, deadline, source materials, and designated place for the final draft or file.
03
What’s inside CD
Plan the work. Prepare the people. Run the day. Save what matters for next time.
PLANNING WORKSPACE
Plan the event
Master to-do list, budget, vendors, speakers, venue, catering, deliverables, and approvals.
- Clear owner and deadline
- Instructions and source material
- A link to the final file
TEAM READINESS TOOLS
Prepare the people
Staffing needs, coverage grid, station plans, role cards, briefing materials, and shared answers.
- Visible coverage gaps
- Useful role instructions
- Consistent answers
DAY-OF + HANDOFF
Run and remember
Live updates, current issues, changes, contacts, field sheets, debrief notes, and next-event handoff.
- Mobile-friendly views
- Printable backups
- A reusable record
“Make every person on the event team know where to be, what to do, what to say, and who to call.”THE PRODUCT PROMISE
CD early access
Would CD make your next event easier to run?
We are inviting a small first group of event professionals to help shape the full version of CD. Tell us what you run and where the pressure is. If the first release fits your needs, you will get first access at the $49 customer price.
This is product research and a customer waitlist, not an investor or fundraising form.
EXPECTED EARLY-ACCESS PRICE$49
One-time purchase · Full first version · Feedback requested