Pre-Program Planning Survey

In preparation for your event, your feedback will help me create a customized presentation to meet your specific needs and guarantee our mutual success. We will talk several times as I design your program and this survey is the first step in the process. You may complete it on your own or share it with other committee members for their feedback. Don’t be afraid to overload me with information. The more I know the better job I can do for you!

1. What is the theme of your event?
2. What are your specific objectives for my session?
3. Are there any sensitive issues affecting your organization of which I should be aware?
4. SEND ME A COPY of all event announcements and other promotional materials so my presentation can be consistent with your promotion. If you have a website, provide address.
5. List any “buzzwords” or jargon specific to your group that I need to know.
6. Provide me with the names/titles/phone numbers/Email addresses of 3 people who would be willing to speak with me to share insights about their challenges on the job.
   1. ________________________________________________
   2. ________________________________________________
   3. ________________________________________________
7. Audience Profile: (based on past event history for the last several years)
   
   Number attending:  _________(approximate) 
       # of men _______  # of women _______ 
   Age range: ________________
   Education level: ______________________________
   Positions/Titles: ________________________________________
   
   
8. Is there any friction within the group of which I should be aware?
9. What are the top challenges faced by the participants of this program?
10. What are the most significant events that have occurred in your organization/field at the local, state and/or national levels in the past year? (Examples: downsizing, outsourcing, budget cuts, mergers, acquisitions, relocations, new technology, trends, etc.) How havethese events/changes impacted your members?
11. What are your members doing RIGHT to meet their challenges?
12. How will they need to work DIFFERENTLY to be successful in the future?
13. How do you want your members to FEEL when they leave my session?
14. Please add anything else you think would be valuable for me to know.

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Meeting Planner Survey.doc

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