Getting It Done Together
Joe
Valerio’s Guide to Building a Winning Team
Conference/Meeting
Worksheet
We want this presentation to be effective and tailor made to meet the needs of your organization. To better maximize the time spent together, it is important that Joe understands your group and its objectives. Please click PRINT on your browser and fill out the following questionnaire along with this cover sheet and MAIL to:
ORGANIZATION: __________________________________
CONTACT: _______________________________________
CONTACT PHONE: _________________________________
CONTACT E-MAIL: _________________________________
CONTACT FAX: ____________________________________
APPEARANCE DATE: _______________________________
We like to know as much about your organization as
possible. Does your group have a
website for us to review? If so
please list here:
________________________________________________________________________
Thank you, we will be contacting you shortly after we review your information.
What does your organization do? _____________________________________________
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What is the theme of your meeting/conference? ___________________________________
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What are your goals for this meeting? ___________________________________________
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How long would you like Joe's presentation to be?
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What will this group be doing immediately before and after Joe's presentation? _____________
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Who will be attending:
Number of people_________ % of men__________ % of women_________
In a few brief words what are the major roles of those attending?_______________________
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What are some challenges or problems that your organization or the specific group in
attendance face?___________________________________________________________
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How has business been recently? Are you growing? How are sales etc…?_______________
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Please list your top three competitors and identify their strengths and weaknesses:
1)________________________________________________________________
2)________________________________________________________________
3)________________________________________________________________
Please feel free to make any comments or suggestions that will enhance the presentation:
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What is the set up of the meeting room?
Banquet_____ Theater_____ Board Room_____ Other_______
What audio-visual aids can you provide?
Projector_____ Flip Chart_____ Microphone_____ Overhead_____
Thanks for your help. The more we know about the group, our time can be spent more effectively. Joe is very much looking forward to speaking with your organization.