The Pass Off Course
- 8.5 hours on-demand video
- Full lifetime access
- Access on mobile and TV
- Certificate of Completion
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- DIY wedding planning that guarantees you attend your wedding as a guest.
- Be Engaged
- Planning your wedding yourself
Most couples choose to plan their own wedding...BUT then they get stuck planning their wedding down to the wire, spinning with stress and never getting to truly enjoy all their hard work, time and money they spent planning their once in a lifetime experience!
This course teaches you how to plan your wedding from beginning to end (leaving nothing out) while always keeping The Pass Off in mind.
The Pass Off is when you pass over every detail, thought or stress you ever had about your wedding to a point of contact (i.e. day of coordinator, friend, family member) so they can perfectly execute your special day on your behalf - leaving you 100% confident, with nothing to do but sip on a mimosa!
Now you can plan your own wedding AND feel 100% confident, anxiety-free and completely present to soak in every second of your wedding day!
- Engaged Couples
- Brides
- Grooms
- Couples that are planning their wedding themselves
We're so glad you're here! Below explains 1. how to calculate the timeline for your planning and 2. a checklist for this lesson
Planning Timeline Formula
Number of weeks from NOW until your wedding day = total number of planning weeks
Total number of planning weeks / 3 parts
Part 1 = BUILD module - pour the foundation for your planning, build a team, and frame your vision
Part 2 = PLAN module - develop consistent materials to organize logistics
Part 3 = FINALIZE module - tighten every loose end, design your wedding, organize information, pack and pass off!
Schedule to be DONE DONE DONE 1-2 weeks prior to your wedding!
Lesson Checklist
Complete Starting Point Checklist and Parameters (link below)
Answer the foundational questions over wine
Create a draft budget (link below)
Discuss a payment plan
Pick your top wedding months
Pick your top wedding locations
Create a draft guest list (link below)
Pick your wedding party (don’t forget your flower girls and ring bearers)
Plan a way to celebrate your engagement!
Material Organization
Create a Google Folder for ALL wedding materials!
All the tools in this course are View Only files. I recommend you copy all of these tools into your own Wedding Folder. Do NOT just save them to your Drive. Organize them nicely within a folder.
I recommend you create a file for each vendor and store all files regarding that vendor within it including : vendor interview, contracts, homework, etc.
An example is shown below.
DRIVE>WEDDING FOLDER
DRIVE>WEDDING FOLDER>VENDORS
DRIVE>WEDDING FOLDER>VENDORS>PHOTOGRAPHER (repeat for every vendor)
Lesson Checklist
Created a wedding folder
Created a wedding calendar
Purchased wedding insurance
Lesson Checklist
Interviewed some venues (link below)
Input responses into the worksheet, you’ll need to remember this information for later!
Booked a venue/set a date
Signed a contract
Paid a deposit
Put remaining payments on your google calendar
Understand in detail everything that is included in the venue package you purchased (this will be helpful soon)
Add vendor contact information to PLAN- “who’s doing it?” tab
Lesson Checklist
Listed some accommodation options (with release dates) for your guests on your website. Those might include wedding blocks, vacation rentals, campsite, on site accommodations and more
Add release date/cancellation dates to your wedding calendar
Add your accommodations contacts into PLAN- “who’s doing it?
Lesson Checklist
Ordered attire for the wedding day
Have honeymoon or mini-moon plans
Started a registry and added it to your website
Purchased wedding bands
Our recommended travel agent for honeymoons (link below).
We recommend Zola for your wedding website, registry and guest list tracking.
Lesson Checklist
Built a website
Added your guest list with emails and addresses
Ordered save the dates
Ordered invitations (or have them in your cart)
Added send dates to your calendar (for Save the Dates and Invitations)
Communicated attire, necessary dates and other requests to your wedding party and family and flower girl/ring bearer parents
Celebrated your wedding party!
Lesson Checklist
Interviewed some photographers (link to worksheet below)
Input responses into the worksheet, you’ll need to remember this information for later!
Booked a photographer
Put their contract in your drive
Paid the deposit and put remaining payments into your wedding calendar
Put any planning forms in their vendor folder on your drive, include the due date in their title
Scheduled engagement photos and put it in your wedding calendar
Added contact information to “Who’s Doing It? Spreadsheet
Lesson Checklist
Interviewed some caterers (link to worksheet below)
Input responses into the worksheet, you’ll need to remember this information for later!
Booked a caterer
Put the contract in your drive
Paid the deposit and put remaining payments into your wedding calendar
Put any planning forms in their vendor folder on your drive, include the due date in their title
Added contact information to “Who’s Doing It? Spreadsheet
Lesson Checklist
Interviewed some day-of coordinators (link to worksheet below)
Input responses into the worksheet, you’ll need to remember this information for later!
Booked a day of coordinator
Put their contract in your drive
Paid the deposit and put remaining payments into your wedding calendar
Put any planning forms in their vendor folder on your drive, include the due date in their title
Added contact information to “Who’s Doing It? Spreadsheet
Lesson Checklist
Interviewed some videographers (link to worksheet below)
Input responses into the worksheet, you’ll need to remember this information for later!
Booked a videographer
Put their contract in your drive
Paid the deposit and put remaining payments into your wedding calendar
Put any planning forms in their vendor folder on your drive, include the due date in their title
Added contact information to “Who’s Doing It? Spreadsheet
Use the worksheet below to build a playlist if you’re not using a band/DJ or if your vendor hasn’t provided you with one.
Lesson Checklist
Interviewed some DJs, Bands or Musicians (using the link to the worksheet below)
Input responses into the worksheet, you’ll need to remember this information for later!
Booked some music for your ceremony and reception
Put their contract in your drive
Paid the deposit and put remaining payments into your wedding calendar
Put any planning forms in their vendor folder on your drive, include the due date in their title
Put the music list on your fridge and starting to chip away at it
Added contact information to “Who’s Doing It? Spreadsheet
Use this worksheet to organize your rentals.
Lesson Checklist
Interviewed some rental companies (using the link to the worksheet below)
Input responses into the worksheet, you’ll need to remember this information for later!
Reviewed the “Who's bringing it?” spreadsheet
Booked some rentals
Put their contract in your drive
Paid the deposit and put remaining payments into your wedding calendar
Added contact information to “Who’s Doing It? Spreadsheet
Lesson Checklist
Interviewed some hair stylist and makeup artists (using the link to the worksheet below)
Input responses into the worksheet, you’ll need to remember this information for later!
Booked a hair and makeup artist
Put their contract in your drive
Paid the deposit and put remaining payments into your wedding calendar
Pinned photos of hair and makeup that you like
Scheduled a consultation
Added contact information to “Who’s Doing It? Spreadsheet
Lesson Checklist
Interviewed some florists (using the link to the worksheet below)
Input responses into the worksheet, you’ll need to remember this information for later!
Booked a florist
Put their contract in your drive
Paid the deposit and put remaining payments into your wedding calendar
Scheduled a consultation
Added contact information to “Who’s Doing It? Spreadsheet
Lesson Checklist
Interviewed some officiants (using the link to the worksheet below)
Input responses into the worksheet, you’ll need to remember this information for later!
Booked an officiant
Put their contract in your drive
Paid the deposit and put remaining payments into your wedding calendar
Scheduled a consultation/coffee meeting
Added contact information to “Who’s Doing It? Spreadsheet
Lesson Checklist
Interviewed some dessert vendors (using the link to the worksheet below)
Input responses into the worksheet, you’ll need to remember this information for later!
Booked some dessert
Put their contract in your drive
Paid the deposit and put remaining payments into your wedding calendar
Scheduled a tasting and put it on your calendar
Added contact information to “Who’s Doing It? Spreadsheet
Lesson Checklist
Interviewed some bartenders (using the link to the worksheet below)
Input responses into the worksheet, you’ll need to remember this information for later!
Booked a bartender
Put their contract in your drive
Paid the deposit and put remaining payments into your wedding calendar
Purchased a banquet permit and saved a signed copy in your wedding folder
Added contact information to “Who’s Doing It? Spreadsheet
Lesson Checklist
Interviewed some babysitters (using the link to the worksheet below)
Input responses into the worksheet, you’ll need to remember this information for later!
Booked a babysitter
Put their contract in your drive
Paid the deposit and put remaining payments into your wedding calendar
Added contact information to “Who’s Doing It? Spreadsheet
Please use the outline with times listed below.
Lesson Checklist
Understand your coordinator’s pass off process if they are a professional (i.e. will they be introducing themselves to vendors via email, meeting day-of)
VENUE 6:30
Arrange the following details with your venue:
Parking instructions for guests and vendors
Garbage plan for the end of the night
Special venue rules
Fire
Smoking
Driving handicapped guests to ceremony site
Plan B plan
Who’s moving things
When does the final decision need to be made
Insurance requirements
Banquet permit requirements
Rooming lists (on or off property)
Rentals provided by venue
Linen size and color
Tables and chairs needed
etc.
Communicate coordinator/day-of contact information and explain the pass off process
Confirm all deadlines in your calendar (i.e. final counts and payments)
Add all above info to the pass-off checklist (this will be given to your day-of coordinator and holds any unique details regarding each vendor)
CATERING (12:56)
Arrange the following details with your caterer:
Special meals for guests with dietary restrictions or allergies
Number of vendor meals
Passed or stationary appetizers
Buffet, plated or family style meal
Kids buffet/meals?
Late night snack logistics (if necessary)
Coffee and tea service (if necessary)
Finalize menu and add to wedding folder
Communicate coordinator/day-of contact information and explain the pass off process
Confirm all deadlines in your calendar (i.e. final counts and payments)
Add all above info to the pass-off checklist (this will be given to your day-of coordinator and holds any unique details regarding each vendor)
FLOWERS (16:58)
Arrange the following details with your florist:
Use the link to the worksheet below and Pinterest to guide your consultation with your florist
Email all above materials to your florist for their reference (or print and bring them with you)
Finalize floral order during an in person consultation
Add final floral order to wedding folder
Communicate coordinator/day-of contact information and explain the pass off process
Confirm all deadlines in your calendar (i.e. final counts and payments)
Add all above info to the pass-off checklist (this will be given to your day-of coordinator and holds any unique details regarding each vendor)
BAKER (24:22)
Arrange the following details with your dessert vendors:
Finalize your dessert order
Add final order to wedding folder
Communicate coordinator/day-of contact information and explain the pass off process
Confirm all deadlines in your calendar (i.e. final counts and payments)
Add all above info to the pass-off checklist (this will be given to your day-of coordinator and holds any unique details regarding each vendor)
BAR (26:37)
Arrange the following details regarding your bar:
Finalize the bar menu and add to wedding folder (don’t forget to include the following)
Include signature cocktail recipes and garnishes
If offerings are different from cocktail hour to reception
How offerings are packaged (cans, bottles, kegs)
If buying your own alcohol:
Use this worksheet to plan your purchasing and add to - “Who’s Bringing It?" Worksheet
If hiring bartenders, arrange the following details with your bar crew:
Plan for if they run out of offerings
Coffee and tea service
Communicate coordinator/day-of contact information and explain the pass off process
Confirm all deadlines in your calendar (i.e. final counts and payments)
Add all above info to the pass-off checklist (this will be given to your day-of coordinator and holds any unique details regarding each vendor)
MUSIC (34:32)
Arrange the following details with your music:
Finalize all music lists from previous music lesson
Discuss any timings/special songs
Communicate coordinator/day-of contact information and explain the pass off process
Confirm all deadlines in your calendar (i.e. final counts and payments)
Add all above info to the pass-off checklist (this will be given to your day-of coordinator and holds any unique details regarding each vendor)
PHOTO/VIDEO (37:24)
Arrange the following details with your photographer/videographer:
Confirm timeline
Build a shot list (be sure to think through any family dynamics as well)
There is a link to a sample photo list below
Discuss timing and any shot special requests
Communicate coordinator/day-of contact information and explain the pass off process
Confirm all deadlines in your calendar (i.e. final counts and payments)
Add all above info to the pass-off checklist (this will be given to your day-of coordinator and holds any unique details regarding each vendor)
OFFICIANT/CEREMONY PLANNING (39:16)
Arrange the following details with your officiant:
Finalize your ceremony script and upload to your wedding folder
Below is a link to some samples scripts!
Schedule a date on your calendar to pick up your Marriage license
Discuss any special ceremony requests/activities
Communicate coordinator/day-of contact information and explain the pass off process
Confirm all deadlines in your calendar (i.e. final counts and payments)
Add all above info to the pass-off checklist (this will be given to your day-of coordinator and holds any unique details regarding each vendor)
HAIR/MAKEUP (45:43)
Arrange the following details with your hair and makeup:
Any special requests they have - mirror, lighting
Confirm morning timeline
Discuss any special requests since consultation
Communicate coordinator/day-of contact information and explain the pass off process
Confirm all deadlines in your calendar (i.e. final counts and payments)
Add all above info to the pass-off checklist (this will be given to your day-of coordinator and holds any unique details regarding each vendor)
RENTALS (46:54)
Arrange the following details with your rentals :
Finalize rental order and add to wedding folder
Discuss delivery and pick-up timeline
Communicate coordinator/day-of contact information and explain the pass off process
Confirm all deadlines in your calendar (i.e. final counts and payments)
Add all above info to the pass-off checklist (this will be given to your day-of coordinator and holds any unique details regarding each vendor)
TRANSPORTATION (47:43)
Arrange the following details with your transportation:
Discuss any timeline changes and/or special requests
Communicate coordinator/day-of contact information and explain the pass off process
Confirm all deadlines in your calendar (i.e. final counts and payments)
Add all above info to the pass-off checklist (this will be given to your day-of coordinator and holds any unique details regarding each vendor)
BABYSITTER (48:30)
Arrange the following details with your babysitter:
Sitter plan
Number of kids and ages
Babysitting location
Parent contact info
Activities
Food/snacks
Communicate coordinator/day-of contact information and explain the pass off process
Add all above info to the pass-off checklist (this will be given to your day-of coordinator and holds any unique details regarding each vendor)
DAY-OF COORDINATOR (49:15)
Arrange the following details with your day-of coordinator:
Complete any wedding day worksheets
Confirm all deadlines in your calendar (i.e. final counts and payments)
Review the pass off checklist and start to organize all necessary materials for the pass-off
Lesson Checklist
Review timeline (should have nothing highlighted)
Review PLAN form (should have nothing highlighted)
Review Layout and PDF final copy
Create a brief timeline for your wedding party and immediate family (use the link to the template below)
Build a family/wedding party contact sheet for your coordinator/day-of contact (use the link to the template below)
Finalize all rental counts, flower counts, catering counts with vendors
Review recommended tips and organize wedding day payments (link to worksheet below)
Get your marriage license (Between 60 and 3 days prior)
Finalize vows and ceremony script
Complete pass off checklist (organize all necessary materials from checklist into a separate folder or share entire wedding folder with coordinator/day of contact)
Schedule your pass off meeting 1-2 weeks before your wedding!
Lesson Checklist
Unpack EVERYTHING and assemble as much as possible
Pack everything according to the spaces in your - “Where Does It Go?” Spreadsheet
ORGANIZE ALL PLACE CARDS (by table) or ESCORT CARDS (alphabetically)
Review “Where Does It Go?” Spreadsheet (make sure you have all items accounted for)
Store everything in one location