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A Design Process To Impress - EXCLUSIVELY For Wedding Planners


monthly installments via affirm available at checkout for purchases over $70

Are you struggling to create a comprehensive, signature design process that impresses your clients (and feels effortless for you)?!

If you’re like most planners, the design process is your favorite part of working with your clients. The problem is, you don’t have the right workflows and systems in place to make it easy for you, and enjoyable for your clients.

So even though you love dreaming up gorgeous events, you end up feeling overwhelmed and unable to enjoy the process. Instead of creating, you’re struggling to keep up with the demands of what’s involved in planning and designing a high-end event.   

Hear me when I say friend, it doesn’t have to be this way! You should be able to provide your client with an impeccable design experience without running yourself ragged. I have been there. Working long hours trying to get ahead of your workload so you can impress your clients, all while trying not to let anyone down.

That’s why I created this collection of resources for new and aspiring planners who want to design or refine their current event design process. Now I’ve taken my knowledge and poured it into these resources which were curated and created just for you! I wanted to teach others the lessons I’ve learned after creating the Chancey Charm signature design process which has been the cornerstone of my brand’s success.

Using this tool, you’ll learn how to create a gorgeous digital design board that will ensure your vendors and clients are always on the same page. (Click here to watch a 7 min video outlining our process to learn more!)

This downloadable guide is easy to use and will teach you exactly how to create the cohesive design scheme your clients have been dreaming of. Simply:

  1. Download the PDF guides
    2. Implement the tips, checklists, and other resources
    3. Create stunning design schemes that wow your clients

monthly installments via affirm available at checkout for purchases over $70


- Carol Lathrop ( Event Planner, IMESevents)
- Carol Lathrop ( Event Planner, IMESevents)
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No matter how good your are, establishing a successful event planning business is hard to do when you don't have a plan to follow. Thanks to the Chancey Charm Resource Center, I now have a solid plan.
- Camille Ervin, Founder + Lead Planner at 𝐃yan 𝐄vents
- Camille Ervin, Founder + Lead Planner at 𝐃yan 𝐄vents
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Sarah is amazing! I seriously have no words for how she guided me on the launch of my new planning business. So happy to have her as a mentor!
- Cammie Mitchell Scirica (Wedding Planner, Cambria Events)
- Cammie Mitchell Scirica (Wedding Planner, Cambria Events)
Read More
Chancy Charm has been a welcome place for straightforward and helpful advice. They have built a community with a really nice feeling of support that, in the events industry, is not always present.
- Sarah-Daye ( Destination Wedding Planner, Night and Dayeevents )
- Sarah-Daye ( Destination Wedding Planner, Night and Dayeevents )
Read More
I love the community Sarah has created with Chancey Charm! Her knowledge is what I have been looking for and she is a great "virtual" mentor! I highly recommend her resources, and joining her Facebook community you won't regret it.



HOW AND WHERE TO GATHER INSPIRATION FOR CLIENTS: so that you know where to look in order to get ideas that will help you create an event design that is unique to each of your clients.

FULL PLANNING & DESIGN CLIENT QUESTIONNAIRE: you’ll learn the “why” behind this key step of the design process, as well as the important questions to ask.

DESIGN TIMELINE (MONTH BY MONTH): so that you know when to have your clients complete each step of the design process in order to stay organized and on track.

– HOW TO CREATE A MOOD BOARD, COLOR PALETTE, & DESIGN BLUEPRINT: so that you can make sure your clients and their vendor team are on the same page about each of the different design details for the event.

– CANVA MOOD BOARD, COLOR PALETTE, & DESIGN BLUEPRINT TEMPLATE: Sarah’s easy plug-n-play template, to create a mood board or the full design blueprint for your clients.  (Not on Canva? Sign Up For Free Here!)

– HOW TO CREATE AND WHAT TO INCLUDE IN AN IN-DEPTH DESIGN BOARD: so that you can create beautiful, in-depth online design boards that will wow your clients and outline each detail of your overall design plan.

– WHAT TO INCLUDE IN A SHOT LIST FOR THE PHOTOGRAPHER: this is one of the key pieces of the design puzzle. It ensures that each of the details you so carefully curated are captured by your photographer. This is especially important if you’re going to try to get your wedding published.



This resource is for wedding planners that are ready to take their client’s designs to the next level and create a completely unique digital design board. If you’ve been struggling to develop a signature design process that both you and your clients will love, you need this guide!




A Design Process To Impress - EXCLUSIVELY For Wedding Planners

how to become a wedding planner, how to be a wedding planner, Chancey charm



Everything you need in one place to launch a wedding planning  business that pays without the stress!



Chancey Charm continues to book over 400k in sales for wedding planning and design year over year in multiple markets. We’ve been published over 200 times, served over 650 happy couples, and have an ever growing staff of amazing planners that Sarah Chancey personally mentors. These are numbers that speak for themselves. Need social proof? Find us here.

I created the Chancey Charm Wedding Planner Academy as a place to share what I’ve learned during my time in the wedding industry, with brides, planners, and creative business owners.  These are the resources I wish I had at my fingertips as I started planning my own wedding and later started planning for others while building a business that allows me the opportunity to do what I love and raise a family.  Each category of resources is tailored to the audience it serves, and my hope is that what I’m sharing will make your journey a bit easier and more enjoyable!

Yes, our team is comprised of professionals who have made wedding planning their full-time focus. We consider ourselves creatives, but we function as a professional business responding to emails in a timely manner during business hours.

Return Policy

Within thirty (30) calendar days of the Program Start Date, you may request a refund of the amount you paid for the Program(s) or digital downloads. The Program Start Date is defined as the first day the Company provided you access to the Program(s) or digital downloads. To be eligible for a refund, you must the requirements listed on our privacy policy + terms of service page.