Make your annual office gift-exchange smoother, more festive, and totally stress-free with our Office Secret Santa Organization Checklist Template. Designed for HR managers, team leads, and office admins, this checklist provides a clear, step-by-step roadmap for planning, running, and wrapping up a fun and memorable Secret Santa event.
This downloadable kit includes:
- A fully editable checklist divided into key phases: event planning, participant registration, name drawing, gift prep, event day logistics and post-event wrap-up.
- Built-in checkboxes so you can easily track progress, assign tasks, and stay on schedule.
- Bonus sections with ready-to-use gift-idea prompts and Secret Santa rules – perfect for sharing with participants.
- A clean, professional layout (Word and Excel versions included) that you can customise with your company branding.
Whether it’s your first Secret Santa or your tenth, this template ensures nothing falls through the cracks – from setting the budget to capturing those group-photos at the reveal. Create a festive, well-organized exchange that your team will love and remember.
Who is this for?
- HR professionals organising holiday events
- Team leads coordinating small- or large-scale gift exchanges
- Office administrators seeking a streamlined tool to manage festivities
- Remote/hybrid teams doing virtual or in-person gift swaps
Why you’ll love it
- Plug-and-play: Download, customise, assign tasks, and you’re ready to roll.
- Easy to use: Clear sections, checkboxes, and deadlines make tracking simple.
- Flexible format: Works in Word (.docx), Excel (.xlsx), or export as PDF.
- Festive-ready: Keeps the mood fun and light, while staying organised and professional.
- Reusable year after year: Archive your lists, refine your process, and use it again every holiday season.
What you’ll get
- Word version (.docx) – Fully editable, print-ready
- Excel version (.xlsx) – Easily track assignees and deadlines
- Quick gift-ideas list and Secret Santa rules page
- Instructions on how to use and customise the template
How it works
- Purchase & download – Instant access to all file formats.
- Edit & customise – Add your company name, event date, and budget.
- Assign tasks & set deadlines – Use checkboxes to mark progress.
- Run your event – Keep tasks visible, send email reminders, and host the reveal.
- Wrap up & repeat – Send thank-you notes, share photos, capture feedback for next year.
