flagship course · Brazil
Eight modules take you from the first customer to a running, measured service in event organization and management.
about this course
Plan, start and run event organization and management in São Paulo: serve a client and guests, deliver a planned and run event, keep records, and show a working month of numbers.
About 8 weeks part-time. Own phone or computer, real customers or a real practice site, a peer and a mentor for the final review. Local rules and licences checked against official sources.
Every module standard is met; all claims are true and backed by records; peers and a mentor mark the evidence 'Meets' or better.
Who it is for: students, graduates, career changers, owners, workers and returners. Requirements: none. Materials: lesson text, templates, tracker, rubric, check with answers.
lesson by lesson
Every sound business in event organization and management begins with one clear customer and one clear problem. In São Paulo and the wider state, demand is real but crowded, so a small, well-described customer group wins before a broad one.
Activity. Write the one-sentence customer, a five-row rival table and eight interview records. Share them with a peer for a challenge round.
Standard to meet. Define a specific customer, build a rival table with prices, and trace every claim to an interview or a source.
Brazil asks every trader to be visible and accountable. Know which register, tax regime and sector rules apply before the first sale, and check each against the current official text.
Activity. Build your own six-line compliance table for your first location. Mark what is done, what is pending and who confirms it.
Standard to meet. Cite an official source for every line, assume nothing, and date every pending item. Local law always wins over this course.
An offer states what the customer gets, how well, by when and at what price. For a planned and run event, the offer must make the quality visible and the next step easy.
Longer notes. Define one standard event you can run well, such as a corporate lunch for 80 guests, and list what is included: venue search, caterer, sound, decor, staff and a run-of-show. State what is excluded, such as extra hours. Build the price from supplier quotes and a contingency line, then add your own work. Ask for a deposit and write the cancellation terms. Confirm venue permits, crowd limits and music rules before you sign any supplier contract. Visit the venue at the same hour as the event and note light, noise, loading access and the distance from kitchen to tables. A site visit often reveals extra hire or staff you would otherwise pay for on the day.
Activity. Write the offer card, the proof list and the terms sheet. Test them with three customers and note every point where they hesitated.
Standard to meet. Check that promise, proof and price are consistent, fit the terms on one page, and record three customer reactions.
Good operations make results repeatable. For event organization and management, write each step so a new person could follow it on their first day, and measure each step.
Activity. Draw the process map and write procedures for the two riskiest stages. Run each once and time it.
Standard to meet. Write procedures a stranger can follow, record weekly numbers for each measure, and trace one defect to a root cause.
The most serious risk in this field is an unsafe crowd or a missed supplier. A calm, written risk routine protects people first and the business second.
Activity. Build a ten-row risk register and a one-page emergency plan. Run a ten-minute drill with a peer and note two improvements.
Standard to meet. Rank controls by preference for the top risks, run the drill, and start the log. Where a regulation applies, follow the official rule.
People deliver the promise. Define roles, train to a standard and give feedback in the open.
Longer notes. Write a run-of-show with times, names and phone numbers, and brief the whole crew an hour before doors open. Assign one lead for each area: registration, food, sound and guest care. Rehearse a late supplier, a power cut and a medical call. Agree overtime rules and pay in writing before the day. Collect feedback from the crew afterwards, and confirm the rules for temporary staff and the maximum crowd on the night. Give every supplier a one-page contact and arrival sheet with parking and load-in times. Late deliveries are the most common cause of delay, and a clear sheet makes each supplier responsible for their slot.
Activity. Write two role cards and a training plan for one new hire. Role-play a hard customer conversation twice and review.
Standard to meet. Write role cards with measurable standards, show the sign-off steps in training, and write the service rules in plain words.
A business lives or dies on a few numbers. Know your contribution per unit, your fixed costs and the volume you need.
Activity. Build your own table: price, variable cost, contribution, fixed cost, break-even and a downside case at 75% of sales. Show it to a peer or mentor.
Standard to meet. Calculate correctly, give every figure a source or mark it as an assumption, and show a downside case.
Growth should follow proof. Measure, learn, then add; and keep returning to the customer.
Longer notes. Keep an event file with brief, quote, final budget, guest numbers and client comments. Compare quoted and real costs and find the lines that overran. Track enquiries, quotes and wins. Ask every client for a testimonial and a referral, and offer a repeat discount only on a booked date. Visit venues and caterers outside peak season to learn rates. Review the file before every new quote. Send a short thank-you note and a feedback form within two days, and record the answers beside the budget. Clients who feel heard are the ones who book again and recommend you to friends.
Activity. Write a 90-day plan with one target, three actions and a review date. Present it in five minutes and take questions.
Standard to meet. Set a measurable, dated target, break the actions down small enough to start this week, and put the review date in the calendar.
case study
Situation. the owner runs a small events company in Sao Paulo that organises corporate lunches and private parties. She sells each event for R$ 14.000, and venue, catering, sound, decor, staff and transport cost about R$ 8.500. Her fixed costs are R$ 8.000 a month for the office, software and a coordinator. Last month she delivered 5 events. For one of them the client added 20 guests two days before, and the caterer billed R$ 1.500 extra. The client has not yet paid the final balance of R$ 4.200. The owner does not know how many events she must run to cover her costs or how much the late change cost her. Her quotes are built from memory of past events, and supplier prices are noted on messages rather than in one file.
Task. Say what you would do first, next and last, and what record you would keep.
Model answer. First, margin per event is R$ 14.000 - R$ 8.500 = R$ 5.500, or 39,3 percent. Break-even is 8.000 / 5.500 = 1,45, so 2 events. At 5 events, profit is 5 x R$ 5.500 - R$ 8.000 = R$ 19.500. Next, the extra caterer bill cut that event's margin to R$ 5.500 - R$ 1.500 = R$ 4.000, or 28,6 percent. Profit for the month falls to R$ 18.000. The unpaid R$ 4.200 is 30 percent of the event price. The R$ 1.500 bill and R$ 4.200 balance are invented for this example. Add a clause that changes in the last week are priced and paid in advance. Also, keep one budget sheet per event with quoted and real cost for each line, and compare them after the debrief. Over a few events you will see which lines overrun and can price the contingency with evidence. the owner's debrief should log the R$ 1.500 caterer bill, so her next quote prices late headcount changes.
assessment
Evidence: customer file, compliance table, offer card, procedures, risk register, role cards, money table, 90-day plan. Mentor and peers mark it with this rubric. Pass: no criterion at 'Not yet'.
| Criterion | Not yet | Meets | Exceeds |
|---|---|---|---|
| Customer and market | Everyone is the customer | One segment with interviews | Segment, interviews and a counted market |
| Rules and records | Unaware of duties | Table with sources | Table kept current, owner and dates |
| Offer and operations | No written standard | Offer card and procedures | Procedures measured weekly |
| Safety and risk | No register | Ranked register | Register, drill and incident log |
| Money | No numbers | Break-even correct | Break-even, cash plan and downside case |
Model answer: It makes the offer, the price and the message specific; you can test it with real people. (Covered in module 1: Know your customer and market. To pass that module: Define a specific customer, build a rival table with prices, and trace every claim to an interview or a source.)
Model answer: MEI for micro-entrepreneurs whose activity is on the official list, or a company with a CNPJ (check current limits; regulated activities need sector authorisation first). (Covered in module 2: Rules, registration and data duties in Brazil. To pass that module: Cite an official source for every line, assume nothing, and date every pending item. Local law always wins over this course.)
Model answer: LGPD, the general data protection law. (Covered in module 2: Rules, registration and data duties in Brazil. To pass that module: Cite an official source for every line, assume nothing, and date every pending item. Local law always wins over this course.)
Model answer: What is delivered, to what standard and by when, and at what price, with proof. (Covered in module 3: Design the offer. To pass that module: Check that promise, proof and price are consistent, fit the terms on one page, and record three customer reactions.)
Model answer: So any trained person can repeat it and so each stage can be measured. (Covered in module 4: Run the work step by step. To pass that module: Write procedures a stranger can follow, record weekly numbers for each measure, and trace one defect to a root cause.)
Model answer: An unsafe crowd or a missed supplier. Start by removing or reducing its cause; where that is not possible, add guards, training and protection, and record each control in the risk register. (Covered in module 5: Safety, quality and risk. To pass that module: Rank controls by preference for the top risks, run the drill, and start the log. Where a regulation applies, follow the official rule.)
Model answer: Remove, replace, guard, train, protect with gear. (Covered in module 5: Safety, quality and risk. To pass that module: Rank controls by preference for the top risks, run the drill, and start the log. Where a regulation applies, follow the official rule.)
Model answer: Price minus variable cost per unit. (Covered in module 7: Money: cost, price and break-even. To pass that module: Calculate correctly, give every figure a source or mark it as an assumption, and show a downside case.)
Model answer: 2 events a month (fixed R$ 8.000 / contribution R$ 5.500, rounded up). (Covered in module 7: Money: cost, price and break-even. To pass that module: Calculate correctly, give every figure a source or mark it as an assumption, and show a downside case.)
Model answer: So you can tell which change caused the result. (Covered in module 8: Grow, measure and renew. To pass that module: Set a measurable, dated target, break the actions down small enough to start this week, and put the review date in the calendar.)
levels L1 to L7
Seven levels, one slide each. Read the slide, then read the speaker notes under it. Credits stack and you can step in and out; this course is L4.
jobs this leads to
Generic roles, from entry to senior. Each opens the pathways page; use the Career Launch course for the job-search method.
ten locations and global
Local rules change licences, taxes, data duties and customer rights. This course is written for São Paulo. Check the current official text for your own place.
Language: English, Hindi, Kannada. Currency: INR. Registration: Udyam (small business) or company registration with the Ministry of Corporate Affairs. Data rule for what you publish: Digital Personal Data Protection Act 2023. Skills frame to cite: National Skills Qualifications Framework (NSQF) and the national credit framework.
Language: Dutch, English. Currency: EUR. Registration: registration with the Chamber of Commerce (KvK). Data rule for what you publish: EU GDPR (Dutch: AVG), supervised by the Autoriteit Persoonsgegevens. Skills frame to cite: the Dutch qualification framework (NLQF) linked to the European Qualifications Framework.
Language: Arabic, English. Currency: AED. Registration: a trade licence from the emirate economic department or a free-zone licence. Data rule for what you publish: Federal Decree-Law No. 45 of 2021 (personal data protection). Skills frame to cite: the emirate education and training regulators (for example KHDA in Dubai) and the national qualifications framework.
Language: Portuguese (Spanish and English support). Currency: BRL. Registration: CNPJ registration, or MEI for micro-entrepreneurs. Data rule for what you publish: LGPD (Lei Geral de Protecao de Dados). Skills frame to cite: the national technical-education catalogue and the national S-system training bodies.
Language: English, French. Currency: CAD. Registration: federal or Ontario business registration. Data rule for what you publish: PIPEDA, with provincial rules where they apply. Skills frame to cite: the provincial colleges framework and the national credential-recognition guidance.
Language: English, Spanish. Currency: USD. Registration: state registration (Secretary of State) and a federal tax ID. Data rule for what you publish: state privacy laws (for example California), and COPPA for children under 13. Skills frame to cite: state and community-college credit systems.
Language: English, Mandarin, Malay, Tamil. Currency: SGD. Registration: registration with ACRA. Data rule for what you publish: Personal Data Protection Act (PDPA). Skills frame to cite: the Singapore national skills frameworks and the national credit system.
Language: English. Currency: AUD. Registration: an ABN and, for companies, ASIC registration. Data rule for what you publish: the Privacy Act 1988 and the Australian Privacy Principles. Skills frame to cite: the Australian Qualifications Framework (AQF) levels.
Language: Chinese (Cantonese, Mandarin), English. Currency: HKD. Registration: a business registration and, for companies, the Companies Registry. Data rule for what you publish: the Personal Data (Privacy) Ordinance. Skills frame to cite: the Hong Kong Qualifications Framework.
Language: Georgian, Hebrew, Arabic, English. Currency: GEL or ILS. Registration: local business registration in the country where you work. Data rule for what you publish: the personal data law of the country where the learner lives. Skills frame to cite: the national qualifications framework of that country.
Language: English. Currency: KYD. Registration: a trade and business licence or company registration. Data rule for what you publish: the Data Protection Act. Skills frame to cite: the local education and training framework.
Language: Spanish, English. Currency: MXN. Registration: tax registration (RFC) and company or sole-trader registration. Data rule for what you publish: the federal law on personal data held by private parties. Skills frame to cite: the national competency certification system and the education ministry levels.
The global version uses plain English, metric units, and your own currency. Machine translation is available in every language; the English text is the official text. Before you act for real, check your local rules with an adviser.
next
Draft flagship. Own wording; teaching figures are examples, not forecasts. Not live.