I. THE PROGRAM:

A. What is your program THEME?



What does the theme mean to your group?

B. What kind of meeting is it? (annual meeting, awards banquet, etc.?

C. Who is responsible for calling this meeting?
(HR, Sales, Marketing?)

Name:

Title:

D. What is the name and title of Mercedes Alfaro's introducer?

Name:

Title:

E.
Date your meeting begins.
Date your meeting ends.

F. Exact times of Mercedes Alfaro's presentation?
(Please attach program agenda)

Starting:

Ending:

G. Which company executives, if any, will be speaking before Mercedes Alfaro?


Please forward transcripts of their speeches for Mercedes Alfaro to read and use to tailor his speech.  

H. Who spoke at your meeting last year?

Speaker:

II. LOGISTICAL INFORMATION

A. What is the nearest major airport to the meeting site?


Distance to meeting site? Miles:

Time:

B. Please provide a Town car for Ground Transportation to/from the airport and the meeting site:

Driver will meet Mercedes Alfaro at the airport.
Where?

Driver will meet Mercedes Alfaro for return to airport.
Where?

N/A (Local Meeting)

Other

C. Exactly where is the meeting?

Hotel
Address
City
State
Zip
Phone#
Fax#
Nido's Confirmation#
Meeting Room:

D. If Mercedes Alfaro has any problems/emergencies on his
way to the program, who should he contact?
(Please include business & home phone)

Name:

Business Phone:

Home Phone:

---

III. AUDIENCE ANALYSIS A. Audience:

1. Number attending?

2. Are spouses invited?
YES NO
3. Percentage of males/females

4. Average age of group?

5. Job Titles:

B. Toward which group should Mercedes Alfaro primarily direct his presentation?

C. Who are the people within your organization responsible for the following:

(1) President/Exec. Director ----
Name:

Exact Title:

E-mail address:

(2) V.P. of Sales/Marketing ----
Name:

Exact Title:

E-mail address:

(3) Sales Training Manager ----
Name:

Exact Title:

E-mail address:

D. Current Challenges / problems experienced by your company's industry:

E. If Nido could leave your group with two thoughts, what would they be?

IV. GENERAL BACKGROUND INFORMATION

A. What three main things should Mercedes Alfaro know about your group?

1.

2.

3.

B. Is there any jargon Mercedes Alfaro should be familiar with (acronyms, titles?)

C. On which target markets/industries does your organization primarily focus?

D. Who is your typical customer (e.g.: C.F.O., V.P. of HR, Purchasing Agent)?

E. What is the primary product/service that you sell?

F. Who are your major competitors?

G. What internal sales training program do you use to train your sales force?

H. Any additional comments or information that would be helpful in tailoring this presentation for your group?