A formal pitch document is appropriate for events with a budget exceeding €25,000, when you want to compare multiple agencies, in formal procurement processes or when tendering rules apply, or for complex events with multiple target audiences and program components. For a small team outing or company get-together, an informal conversation or a brief email is sufficient. A pitch document takes an afternoon to prepare but yields better proposals and saves time on back-and-forth questions later in the process.
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