Pre-Program Questionnaire
Paul Montelongo
I am honored to be working with you! The privilege of the
platform is an awesome responsiblility which I take very
seriously. My goal is to help you reach yours! The time you
invest in filling out the following questionnaire will help
me deliver a highly tailored, quality program and make you
shine! Please return this questionnaire to me as soon as
possible, along with the following items (and any other materials
you feel would help):
- Your latest annual report or prospectus.
- Company brochures and literature
- Program announcement and invitations
- Organizational chart and list of attendees
- Newsletters or company bulletins (please send them until
time of program)
Thank you in advance for your time and I look forward to
making your event memorable.
I. Organizational Profile:
Organization name: _______________________________________________________
Address: ________________________________________________________________
City: ________________________________ State: _______________
Zip: __________
Phone: _______________________________ Fax: ______________________________
Email: _______________________________ Web Address: ______________________
Name of Meeting Planner/Chairperson: _______________________________________
Best time and number(s) you can be reached: ___________________________________
President/CEO (or Executive Director): _______________________
Title: ___________
SVP of Dept. responsible for event: __________________________
Title: ___________
SVP of HR or Training & Development: ______________________
Title: ___________
Please list associates Paul should talk to prior to engagement
to get a more comprehensive view:
Name: ______________________ Title: _______________ Phone:
_________________
Name: ______________________ Title: _______________ Phone:
_________________
Name: ______________________ Title: _______________ Phone:
_________________
What is mission/philosophy statement of the organization?
If you have it printed already, please feel free to send
it along with the other materials.______________________________________
_______________________________________________________________________________
_____________________________________________________________________________
What is the organization’s highest value? ____________________________________________
What are the most recent changes in your industry and company?
Please describe the effects.
______________________________________________________________________________
How are your products or services different from your competitors?
_______________________
______________________________________________________________________________
Who are your top two competitors? _________________________________________________
______________________________________________________________________________
What National Association does your company belong to?
______________________________
_____________________________________________________________________________
What are your organization’s greatest strengths?
______________________________________
____________________________________________________________________________________________________________________________________________________________
What is the organization’s greatest weakness? ________________________________________
_____________________________________________________________________________
II. Meeting Profile:
Meeting Facility: _______________________________________________________________
Full Address: __________________________________________________________________
Phone: __________________________ On-site Contact Person:
_________________________
Distance from airport in miles: ____________________________________________________
Meeting Type: Annual __________ Sales_________ Management
_________ Awards_______
Other ___________________________________________________________
Name and Theme of Event: ______________________________________________________
What does that mean to you? _______________________________________________________
______________________________________________________________________________
What/Who immediately precedes Paul’s presentation?
______________________________________________________________________________
What/Who immediately follows Paul’s presentation?
______________________________________________________________________________
Exact date/time of Paul's presentation. Date ___/___/___
Time: _______ - ________
Are there other professional speakers/trainers at this
event? _______ If so please list.
Name: __________________ Subject: ________________ Date/Time:_____________
Name: __________________ Subject: ________________ Date/Time:_____________
Name: __________________ Subject: ________________ Date/Time:_____________
What speakers have you employed in the recent past?
Name: ______________________ Subject: ________________________
Date:_____________
Name: ______________________ Subject: ________________________
Date:_____________
Name: ______________________ Subject: ________________________
Date:_____________
Name: ______________________ Subject: ________________________
Date:_____________
Comments (likes/dislikes) about past speaker’s presentations:
______________________________
______________________________________________________________________________
III. Audience Profile:
Expected number of participants: ___________________ Are
spouses attending? ___________
Average Age: __________ Male/Female ratio: _________ Education
level: _____________
What areas or departments will be represented? ________________________________________
______________________________________________________________________________
How will most of the audience be dressed?_____________________________________________
How will the executives be dressed?________________________________________________
Will there be any invited guests or VIPs present? ______________________________________
Any issues to avoid? ____________________________________________________________
Anything else you feel Paul should know about the audience?
____________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
IV. "The Most Important Part of this Questionnaire"
What is the MOST important thing to you with this meeting
or conference?
In other words, what is the single critical
element of success for your meeting?
Please take time to
contemplate this question.
____________________________________________________________________________________________________
How will you know when that "Most Important" thing
has happened?
What procedures, comments, responses, changes
or actions will happen for you to know that your meeting
is a success?
____________________________________________________________________________________________________
V. At Your Service!
Are you interested in an audio/video recording of the
session? ___________________________
Most audiences want something to help them continue learning
after the presentation.
We can arrange to have products available
on site or you may pre-purchase products at a discount.
Which
do you prefer? __________________________________________________________
______Purchase at quantity discount to distribute to participants
at the event
______Offer learning materials to participants for purchase
at the event
Would you like Paul to autograph his books for your group
after the program? ________
If this is a sales meeting, does your sales staff have a
specific "sales systems" for your product or service?_______
If so, please include any material that would document it.
How do you plan to reinforce the program message after the
conference?_______________________________________________________________________________
BIG THANKS!!!
Your efforts are appreciated. We want to exceed
your expectations and this information will greatly enhance
our service to you and your organization.
Thank you!
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