Pre-Event Questionnaire

Company name: (required)

Your name: (required)

Phone number:

E-mail address:

Website:

GENERAL BACKGROUND INFORMATION

1. If you could describe the mission of your organization, what would it be?

2. What is your organization's major strength? What makes your organization unique? If applicable, what is your organizations competitive edge?

3. If applicable, who are your major competitors? Who are the industry leaders?

4. What are some of the current problems or challenges experienced by your industry/organization/people?

5. What are the most significant events to have occurred in your industry, group, or organization during the past year? (mergers, relocations, cutbacks, new product or service, legislation, etc.)

PRESENTATION

1. What are your specific objectives for my session? In other words, what three things would you like the audience to walk away with?

2. Are there any issues/topics in particular that you think I should discuss during my program? Key issues to avoid (if any)? Are there any subjects, words, phrases or concepts that people are negative about and should be avoided?

3. Is there a theme or slogan you want "planted" as a seed for the group?

4. Language: Please list some in-house or market-specific jargon, phrases, acronyms or other words that might be appropriate for incorporation.

5. Program Mix: How much ???

% motivation

% How to/Nuts & Bolts.

AUDIENCE ANALYSIS

1. How many people will be in the audience?

Can you be more specific as to the % breakdown of the audience (males/females, rank within the profession or company, level of sophistication, average age, ranges of age etc.)

2. Are there any language or literacy barriers? If so, what percentage?

3. Will attendees be co-workers, leader/follower, or a mixture? Are they acquainted with each other? Any potential problems, competitive factors, peer pressure, or other dynamics that I should know about?

4. Would you describe the group as :
 fun- loving willing to participate serious open and cooperative self-conscious demanding high ego strength

Other descriptors:

5. For fun: Is there a "personality" in the group? Either a role model, or someone with a habit that he/she is known for in a congenial type of manner? Any "in joke"?

6. For recognition: What is happening right? Any individuals or departments, work groups, etc. which might be cited for credit, etc. within the context of this presentation.

7. Can you supply me with a "day-in-the-life-of" example who best represents this audience? Or, can you give me the names a phone numbers of other people whom I might contact?

HELPFUL INFORMATION

1. What did they like about speakers they've heard in the past? What did they not like? Why did you select me?

2. How will this program be advertised and participants recruited? Voluntary or mandatory attendance?

3. Any "hot" books in the industry?

CHECKLIST OF RESOURCE MATERIAL

Please also send any information (annual reports, newsletters, etc.) which will provide a better understanding of your organization, its product, and its people. All promotional materials, memos, etc. related to this presentation would also be very helpful.

____Annual report
____Newsletter
____Marketing brochures (products, services)
____Mission statement
____Organization chart
____All promotional materials, memos, etc. for this program
____New employee (or member) orientation packet
____Anything that can give me an inside picture

If possible, please furnish me with the logo, nameplate, or program theme in a format suitable for reproduction on a handout.

Final thought-—what did I not ask that you think I should know?

Your contact information will never be shared, sold or abused in any way. Nada, never, zip, zilch!

We promise to keep your personal information just the way we like it—private!