Pre-Presentation Questionaire

Bruce S. Wilkinson, CSP
Pre-Presentation Questionnaire

We need your assistance. This Pre-Presentation questionnaire has been designed to assist
Bruce with the preparation and personalization of his program for your group. Would you please take a few minutes and give us the information that Bruce needs? You can fill it out here and press the send button or download it and fax/mail it. Additionally, we would also appreciate receiving any printed background information such as newsletters, employee booklets, service brochures, marketing material, annual reports, brochures, organizational culture, orientation information, sales/marketing philosophy, mission, vision, core values, guiding principles, etc.

Please return questionnaire to:
Julie Bourgeois
Wilkinson Seminars and Presentations (a division of Workplace Consultants, Inc.)
350 Emerald Forest Blvd.
Suite 24101
Covington, LA 70433
985-249-5234 Fax: 985-249-5235 E-Mail: SpeakPoint@aol.com
Please return by: 90 days prior to presentation
Today's date:_____________________________
Presentation date:__________________________
Organization: _____________________________
Presentation title: __________________________
Start time:_______________________ End time for Bruce:______________________
Any breaks?_____________________

What is on the program just before Bruce speaks?
________________________________________________________________________
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What happens on the program right after Bruce speaks?
________________________________________________________________________
________________________________________________________________________

Meeting Conference/Goals and Professional Concerns
What is the purpose and/or theme of this meeting, conference, annual program, awards
banquet, training program, etc?)
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
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What are the major goals of this meeting/program?
________________________________________________________________________
________________________________________________________________________
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What is your organization's/association's purpose, philosophy, specialty, market or product?
Who is your customer?
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
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What are the biggest challenges/changes facing your industry and/or organization?
________________________________________________________________________
________________________________________________________________________
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What are the biggest challenges/changes facing our audience/attendees?
________________________________________________________________________
________________________________________________________________________
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What are you particularly proud of as an organization, industry, agency or institute?
________________________________________________________________________
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Are there any major buzz words or technical terms Bruce should be aware of?
________________________________________________________________________
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Are there any taboo topics, issues or items that Bruce should be aware of?
________________________________________________________________________
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Who is the most respected among your audience?
________________________________________________________________________
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Does your organization have an employee assistance program (EAP)?
________________________________________________________________________
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Approach to Bruce's Presentation
What main concept, piece of knowledge or "how-to" do you want the attendees to retain
as the result of this presentation?
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
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How do you want the attendees to feel after hearing Bruce? (I.e., good about themselves, the
organization, proud of their work, product, ready for change, etc.)
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

What action or behavior would you like your attendees to stop, continue or begin as the result
of Bruce's presentation?
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
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Can you provide a few names of other speakers who have presented at this event?
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

What did you like or dislike about the style, content or delivery (we do not need names if you
do not want to give them)?
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

Would you provide us with contact information for one or two key people from your
group who will be in Bruce's audience? Bruce would like to contact them (with your
permission) to gather additional information that may be valuable to his presentation.

Name:___________________________________________
Position/Title:_____________________________________
Phone:___________________________________________
Email: ___________________________________________

Audience/Organization Profile
Estimated # of attendees ____________ Average education ______________

% Female attendees ________________ % Male attendees_______________

Average age and range ______________ Experience level ________________
Will spouses be attending? ___________ Titles or positions of people
% Managers attending _______________ attending ______________________
Dress code for Bruce_________________ ______________________________
(i.e., Business, business casual, etc.) ______________________________
How are attendees paid (hourly, salaried,
Bonus, commission?)_________________
__________________________________

What is the name and title of Bruce's introducer:
Name: ____________________________________________
Title: _____________________________________________
Phone: ____________________________________________
Email: ____________________________________________

List the most important things Bruce should know about your attendees:
1. __________________________________________________________________
2. __________________________________________________________________
3. __________________________________________________________________
4. __________________________________________________________________
5. __________________________________________________________________

Is there anything else Bruce needs to know to be able to present the best
program for your organization?
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________

Travel Information
Location of presentation: _________________________________________________
Address:______________________________ Phone:_________________________
"No-Smoking" room confirmation number:____________________________________
Phone # and address of hotel if different from location of presentation _______________
____________________________________________________________________
Closest airport to arrive at: ________________________________________________
How will Bruce be transported from the airport to your site? _______________________
Taxi? _____ Limo? ______ Rental car?______ Pickup person? ______
Other? ______
Pickup person's name? ____________________ Office Phone? ___________________
Home/emergency phone?_____________________ Cell?________________________
Email: ____________________________________________

When possible, please be sure to guarantee Bruce's reservations for late arrival and have the confirmation sent directly to our office. When possible, please arrange for direct billing for room and tax to you and Bruce will pay for incidental charges and bill you later.

Thank you for your assistance in this matter.

Julie Bourgeois
Client Services Coordinator

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