Tenant Event Planner

Tenant Event Planner

Plans, budgets, and coordinates tenant appreciation events, seasonal programming, and community engagement activities for commercial real estate properties. Operates in two modes: plan-only (current) and plan-and-book (future API-integrated via MCP servers).

When to Activate

Trigger this skill when the user asks about:

• Tenant appreciation events or programming
• Holiday parties or seasonal events at a property
• Community engagement or tenant retention through events
• Event budgeting for CRE properties
• Vendor booking or coordination for property events
• Move-in welcome packages or milestone celebrations
• Wellness fairs, food trucks, networking mixers
• ROI analysis for tenant event spending

Keywords: tenant event, appreciation event, holiday party, tenant engagement, community event, property event planning, seasonal programming, tenant retention events, vendor booking.

Input Schema

property:
  name: string                    # Property name
  type: enum [multifamily, office, mixed_use, retail, industrial]
  units_or_tenants: integer       # Number of units (MF) or tenant companies (office)
  total_occupants: integer        # Estimated headcount across all tenants
  sf: integer                     # Total leasable SF
  class: enum [A, B, C]           # Property class
  amenity_spaces: list[string]    # Available on-site spaces (lobby, rooftop, courtyard, conference center, pool deck)
  location_metro: string          # Metro area for vendor search radius

event_request:
  event_type: enum [appreciation, seasonal, wellness, networking, community, holiday, move_in_welcome, milestone, food_truck, pet_friendly, kids_family, outdoor_movie, charity, decoration_reveal]
  budget:
    total: float                  # Total budget in USD
    # OR
    per_unit: float               # Budget per unit/tenant
    currency: string              # Default USD
  target_date: date               # Preferred event date
  season: enum [spring, summer, fall, winter]  # If no specific date
  duration_hours: float           # Expected event duration
  indoor_outdoor: enum [indoor, outdoor, hybrid]

tenant_demographics:              # Optional
  type: enum [residential, commercial, mixed]
  family_friendly: boolean
  corporate_formality: enum [casual, business_casual, formal]
  pet_friendly: boolean
  dietary_considerations: list[string]  # vegetarian, vegan, halal, kosher, gluten-free, nut-free
  age_distribution: enum [young_professional, mixed_age, family_heavy, senior]

execution_mode: enum [plan_only, plan_and_book]
# plan_only: generate full event plan with vendor specs and RFP templates
# plan_and_book: (future) execute vendor search, quoting, and booking via MCP tools

vendor_preferences:               # Optional
  preferred_vendors: list[string] # Vendor names to prioritize
  excluded_vendors: list[string]  # Vendors to avoid
  max_vendor_count: integer       # Cap on number of vendors to engage
  local_radius_miles: integer     # Search radius for local vendors, default 25

Process

Mode A: Plan Only (Current)

This is the active mode. All output is advisory; no external API calls are made.

Step 1 -- Event Concept Generation

• Match event type to property type, season, budget, and tenant demographics
• Generate 2-3 concept options with varying budget allocations
• Each concept includes: theme, description, target attendance, space requirements, weather contingency (if outdoor)
• Reference references/event-playbook.md for type-specific benchmarks

Step 2 -- Budget Breakdown

• Allocate budget across standard line items:
  • Venue/space preparation: 5-15% (on-site) or 25-35% (off-site rental)
  • Catering/food & beverage: 35-45%
  • Entertainment/activities: 10-20%
  • Decor/ambiance: 5-10%
  • Staffing (event coordinator, setup/teardown): 5-10%
  • Marketing/communications (signage, invites, swag): 5-10%
  • Contingency: 10%
• Flag if budget per attendee is below $8 (hard to deliver quality) or above $50 (diminishing returns for non-corporate)
• Provide unit-cost breakdown for each line item

Step 3 -- Timeline

• Major events (holiday party, annual appreciation): 8-week countdown
• Standard events (BBQ, mixer, wellness fair): 4-week countdown
• Minor events (food truck, decoration reveal): 2-week countdown
• Each timeline includes: vendor outreach, booking deadlines, communication milestones, setup logistics, day-of schedule

Step 4 -- Vendor Requirements Specification

• For each vendor category needed, produce:
  • Scope of work description
  • Quantity and headcount estimates (plan for 60-70% of invited for MF, 50-60% for office)
  • Dietary and accessibility requirements
  • Setup/teardown time windows
  • Insurance and liability requirements
  • RFP template ready to send to vendors
• Reference references/vendor-booking-schemas.yaml for structured specs

Step 5 -- Tenant Communication Plan

• Save-the-date: 4 weeks out (major) or 2 weeks (minor)
• Formal invitation with RSVP: 2-3 weeks out
• Reminder: 3 days out
• Day-of signage and wayfinding
• Post-event thank-you with photos: within 48 hours
• Include channel recommendations: building app, email, lobby signage, door hangers (MF), elevator screens

Step 6 -- ROI Projection

• Forecast attendance based on event type and property benchmarks
• Estimate retention impact using methodology from references/event-roi-model.md
• Calculate cost-per-attendee and cost-per-unit
• Project satisfaction score lift (NPS or equivalent)
• Compare to benchmark spending for property class and type

Step 7 -- Post-Event Debrief Template

• Attendance vs. forecast
• Budget actual vs. planned
• Tenant feedback summary (survey template included)
• Vendor performance rating
• Recommendations for next event
• Photos/documentation for marketing use

Mode B: Plan and Book (Future, API-Integrated)

Activates when execution_mode: plan_and_book and required MCP servers are connected. Includes all Mode A steps plus automated vendor engagement.

Step 8 -- Vendor Search via MCP

• Query connected vendor MCP servers (catering, entertainment, rentals)
• Filter by location, availability, capacity, budget range
• Return ranked list with ratings, pricing, availability

Step 9 -- Quote Comparison

• Request formal quotes from top 3 vendors per category
• Normalize pricing to per-attendee basis for comparison
• Present comparison table with: price, included items, reviews, availability, cancellation terms

Step 10 -- Approval Gate

• Present full plan with selected vendors and total cost to user
• REQUIRE explicit human approval before any financial commitment
• No booking proceeds without written confirmation

Step 11 -- Booking Confirmation

• Execute bookings via MCP tool calls
• Capture confirmation numbers, contracts, payment terms
• Generate consolidated event order with all vendor details

Step 12 -- Vendor Coordination

• Automated reminder timeline for each vendor (1 week, 3 days, day-of)
• Setup/delivery time coordination across vendors
• Contact sheet for day-of communications

Step 13 -- Day-of Logistics

• Consolidated run-of-show document
• Vendor arrival schedule
• Contingency contact list
• Real-time issue escalation protocol

Step 14 -- Post-Event Settlement

• Vendor invoice collection and reconciliation
• Vendor performance rating (stored for future events)
• Payment approval workflow
• Final budget reconciliation

API Integration Architecture

This section defines how the skill transitions from Mode A to Mode B when MCP servers become available for vendor services.

Integration Points

mcp_integrations:
  catering:
    providers: [ezCater, CaterCow, Fooda, local_vendors]
    actions:
      - search_menus:
          input: {location, date, headcount, dietary_reqs, budget_range, cuisine_type}
          output: {vendor_list: [{name, menu_options, price_per_head, rating, min_order}]}
      - get_quotes:
          input: {vendor_id, menu_selections, headcount, date, time, delivery_address}
          output: {quote_id, line_items, total, tax, delivery_fee, cancellation_policy}
      - place_order:
          input: {quote_id, payment_method, contact_info, special_instructions}
          output: {order_id, confirmation, estimated_delivery, vendor_contact}
          approval_gate: true
      - modify_order:
          input: {order_id, changes}
          output: {updated_order, price_delta, confirmation}
      - cancel_order:
          input: {order_id, reason}
          output: {cancellation_confirmation, refund_amount, refund_timeline}
    data_flow: event_spec -> menu_search -> quote_comparison -> approval -> booking -> confirmation

  entertainment:
    providers: [GigSalad, Thumbtack, local_agencies]
    actions:
      - search_performers:
          input: {location, date, event_type, genre_or_category, duration, budget_range}
          output: {performer_list: [{name, category, price, rating, availability, media_samples}]}
      - check_availability:
          input: {performer_id, date, time, duration}
          output: {available, alternate_dates}
      - get_quotes:
          input: {performer_id, date, time, duration, venue_details, requirements}
          output: {quote_id, price, includes, rider_requirements, cancellation_terms}
      - book:
          input: {quote_id, payment_method, contact_info, venue_access_details}
          output: {booking_id, confirmation, performer_contact, setup_requirements}
          approval_gate: true
    data_flow: event_spec -> performer_search -> availability_check -> quote -> approval -> book

  rentals:
    providers: [CORT_Events, Party_Rental_Ltd, local_rental_companies]
    actions:
      - search_inventory:
          input: {location, date, items_needed: [{category, quantity, style_preference}]}
          output: {available_items: [{item, options, price_per_unit, delivery_fee}]}
      - check_availability:
          input: {item_ids, date_range}
          output: {availability_status, alternatives_if_unavailable}
      - get_quotes:
          input: {item_selections, delivery_date, pickup_date, delivery_address}
          output: {quote_id, line_items, delivery_fee, total, damage_waiver}
      - reserve:
          input: {quote_id, payment_method, contact_info, access_instructions}
          output: {reservation_id, confirmation, delivery_window, pickup_window}
          approval_gate: true
    data_flow: event_spec -> inventory_search -> availability -> quote -> approval -> reserve

  venue_services:
    providers: [building_amenity_system, common_area_booking]
    actions:
      - check_availability:
          input: {space_id, date, start_time, end_time, setup_buffer, teardown_buffer}
          output: {available, conflicts, alternate_times}
      - reserve_space:
          input: {space_id, date, time_range, event_description, setup_requirements}
          output: {reservation_id, confirmation, rules_and_restrictions}
      - setup_requirements:
          input: {reservation_id, furniture_config, av_needs, power_requirements}
          output: {work_order_id, estimated_cost, scheduling_confirmation}
    data_flow: event_spec -> space_search -> availability -> reserve -> setup_order

  communications:
    providers: [Mailchimp, building_app, AppFolio, Yardi]
    actions:
      - create_invite:
          input: {event_details, template_style, recipient_list_or_segment, rsvp_enabled}
          output: {draft_id, preview_url}
      - send_blast:
          input: {draft_id, send_time, channels: [email, app_push, sms]}
          output: {send_confirmation, recipient_count, delivery_stats}
          approval_gate: true
      - track_rsvps:
          input: {event_id}
          output: {total_invited, rsvps_yes, rsvps_no, rsvps_pending, dietary_responses}
      - send_reminders:
          input: {event_id, reminder_type: [3_day, day_of, post_event_thanks]}
          output: {send_confirmation, recipient_count}
    data_flow: event_plan -> invite_draft -> approval -> send -> track_rsvps -> reminders

Fallback Behavior

When an MCP integration is unavailable, the skill degrades gracefully:

Approval Gates

Every action involving financial commitment requires explicit human approval:

1. Plan generated -> user reviews plan
2. Vendors selected -> user approves vendor shortlist
3. Quotes received -> user approves specific quote
4. Booking initiated -> user confirms booking (BLOCKING)
5. Payment processed -> user authorizes payment (BLOCKING)

No autonomous spending. The skill recommends; the human decides.

Output Format

The final deliverable is a structured event plan document:

# [Event Name] -- Event Plan
## Property: [name] | Date: [date] | Budget: [$total]

### 1. Event Concept
- Theme and description
- Target attendance and demographics
- Space and layout plan
- Weather contingency (if applicable)

### 2. Budget
| Line Item | Budgeted | % of Total | Notes |
|---|---|---|---|
| Catering | $X | X% | [details] |
| Entertainment | $X | X% | [details] |
| ... | ... | ... | ... |
| **Total** | **$X** | **100%** | |

### 3. Timeline
[Week-by-week countdown with milestones]

### 4. Vendor Specifications
[Per-vendor scope, RFP template or booking confirmation]

### 5. Communications Plan
[Message schedule with draft copy]

### 6. ROI Projection
[Attendance forecast, retention impact, cost-per-attendee, ROI calculation]

### 7. Post-Event Debrief Template
[Survey questions, metrics to capture, vendor evaluation form]

Red Flags

Flag and warn the user about:

• Budget too low: Below $8/attendee makes quality delivery difficult; recommend scaling scope
• Budget too high: Above $50/attendee for non-corporate events shows diminishing returns
• Insufficient lead time: Major event with less than 4 weeks; minor with less than 1 week
• Operations conflict: Event during building maintenance, move-in/move-out heavy periods, or other scheduled property activity
• Accessibility omissions: No dietary accommodation plan, no ADA compliance check, no weather backup for outdoor events
• Seasonal mismatch: Outdoor event planned for winter in cold climates, ice cream social in January
• Insurance gap: Events with alcohol, bouncy houses, or open flame without additional insurance coverage
• Over-frequency: More than one major event per month risks fatigue and budget strain
• Under-frequency: Fewer than 4 events per year provides no meaningful retention benefit

Chain Notes

This skill connects to other CRE skills in the ecosystem:

• Upstream: Property data, tenant roster, lease terms feed into event planning decisions
• Downstream:
  • tenant-retention-engine: Event attendance and satisfaction data feed retention scoring
  • property-operations-admin-toolkit: Event logistics coordinate with building operations (elevator holds, parking, security, cleaning)
  • property-performance-dashboard: Event spending and tenant satisfaction metrics roll into property-level KPIs
• Parallel: annual-budget-planner allocates the tenant events line item that this skill spends against

Version History

• 0.1.0: Initial release. Mode A (plan-only) fully specified. Mode B (plan-and-book) architecture defined, pending MCP server availability.