Please print this questionnaire and keep it for your files. It is designed to make the program great—without making your life miserable. Fill out ONLY those areas that apply to your organization. If a question can be answered by having us check your web site or read your literature, please direct us to these sources. If you don’t have certain answers yet, send it back anyway. We will call before the program to wrap up missing details. Bobbi likes to hold a pre-program conference call with several key people. If you are unsure of the answers to strategic questions, leave those blank and she will ask those questions during the call.

Audience
Number in attendance: _____ What are the job titles and responsibilities of attendees?

What are the names and titles of the top people who will be attending?

What is the personality of the group? (serious, fun loving, etc)

If any, how many from each of these groups will be in attendance?

Customers ___ Spouses ___ Vendors ___ Others (define) ___


Which situations are causing the audience concern?

Percent male ____ Percent female ___

Provide the names of three key people in your group who will be at the program. With your permission, Bobbi may want to contact them to do further research.

Name / Position / Telephone Number

1.

2.

3.


The Program
If there is a meeting theme, what is it?

What is the specific purpose of this meeting? (management retreat, sales meeting, awards ceremony, etc.)

Which three objectives would you like your people to meet as a result of this session?

1.

2.

3.


How would you like your people to think differently?
Since feelings have a great impact on changes of behavior, how would you like your people to feel differently?

What do you want your people to do differently?

What percentage of the session would you like devoted to "how to" nuts and bolts information? _____
Motivational/Inspirational information? _____

Are there any sensitive issues to avoid?

Will there be any changes announced at the event? (organizational, policies, etc.)

How will the program be promoted? (Please send a copy)

What other speakers/trainers/consultants have you worked with in the past? What have you liked/disliked about their programs?

What three things are your people doing well that you want to emphasize and reinforce?

1.

2.

3.


What is important to you in your working relationship with Bobbi?

How will you measure the success of Bobbi’s presentation?



Your Organization
Web site where we can research your organization: www._________________

Who are your customers?

What are your primary products/services?

To ensure the growth and success of your company/association, what do your people need to do better?

What is the greatest threat to your organization and industry in the next two to five years?

Do you have a written mission and/or vision statement? If so, please send.

What are the trends in the industry?

Where do you see your organization five years down the road?

What industry jargon should Bobbi be aware of?

What else should she know about your organization that hasn’t been asked?


Program Schedule
What time will Bobbi’s presentation start? _______ End? ______

Break scheduled? _______

Who are the other speakers on the program?

What takes place immediately before and after Bobbi’s program?

What role does Bobbi play on your program? (Opening keynote, closing keynote, breakout, etc.)


Program Site
Hotel name and address:

Phone:

Fax:

Confirmation number:

Name of meeting room: If not in hotel, what building and address and distance from hotel: _____

Into what airport should Bobbi book her flight?

How far is the hotel from the airport?

How should Bobbi travel from the airport? (client pickup, car service, etc.)

Would you like Bobbi to notify someone when she arrives at the hotel?

If so, whom? Phone #:

Contact at meeting site:

Name: Title: Phone #: On-site arrival date:

Are there any pre-meeting engagements you would like Bobbi to attend? (e.g. breakfast or lunch)?

How will the audience be dressed? (circle) business, business casual, casual, cocktail

How will executives be dressed? (circle) business, business casual, casual, cocktail

Bobbi has never been late or missed a program. We do, however, like to keep you posted of any challenges due to travel. If she has any problems/emergencies on the way to the program, whom should she contact?

Name:
Phone #:

Taping
Do you want to tape the program? ___Audio ___Video (recommend Beta SP or digital)

For what use would you do the taping? ___Company training ___Archive

___Sell to attendees ___Other (please explain)

Reinforcement of Material
Research shows that to ensure sustainable results, it is important to reinforce a speaker’s message immediately by incorporating it in day-to-day practice. We strongly recommend that you use newsletter articles, books, and/or training systems as reinforcement tools. Would you like us to send you copies of tools we recommend? ___ Yes ___ No

You may copy and paste this questionnaire into your word-processing program.

Contact Bobbi Kahler via email or at 773-539-3639 for availability and bookings.