Name of Group *:

Date of Presentation *:

Name of Event *:

Person Completing This Form *:

Person Completing This Form (Phone) *:

Person Completing This Form (Fax):

Person Completing This Form (E-mail) *:

Person Completing This Form (Website):

Meeting Time (Begin):

Meeting Time (End):

Bill's Program (Begin):

Bill's Program (End):

2nd Program (Begin):

2nd Program (End):

What is the theme for your event, if any?

What are some of the problems/breakthroughs/challenges currently experienced by your organization or industry?

What changes do you anticipate in your organization/industry in the near future?

If there were a "common enemy" for your group (e.g., competitor, gov. agency, industry, etc.), who would it be?

If there is a special program or project your group or organization is currently working on, please briefly describe its name, nature, and any accompanying slogans:

Please list three "pet peeves" that this audience would relate to. Or, to put it another way, if several members of this audience were having drinks together, what would they start griping about after the 3rd beer? Please give specific examples, if possible (e.g., "When customers call in just before closing to demand early delivery" instead of just "Customers.")

Please list any specific language, jargon, phrases, or words associated to your group that might be incorporate into this presentation:

Is there and "local color" (e.g., new company policy, broken peice of equipment, local hang-out, etc.) that Bill could incorporate into his presentation?

Is there anything Bill should NOT mention, or sensitive areas he should avoid?

What is your overall objective of this meeting or conference?

What are your specific objectives for Bill’s talk?

Are there any “seeds” you would like Bill to plant?

What speakers have you used in this slot for the past 3 years?

Will there be other speakers at this event?

Topics:

Bill’s Introducer (name and title):

Approximate number attending the meeting:

Male/Female Ratio (% Male):

Male/Female Ratio (% Female):

Age range of audience:

Average age:

Will spouses be attending?

Wardrobe: Bill generally wears nice business casual appropriate to his presentation (e.g., for a Beatles presentation Bill will wear a Beatles-themed shirt with a sport jacket). If this will absolutely not work for you, speak now or forever hold your peace!

General job responsibilities of attendees:

How can Bill refer to the entire group by job title or function (e.g., Health Care Professionals/Financial Advisors/Small Business Owners/Librarians)?

What are the top challenges and successes encountered by people who will be in the audience?

Please list two people who will be in the audience, and who most of the other attendees would know and like:

Closest Airport:

Distance from site:

Ground Transportation: (Taxi, Rent a car, Will be met by limo, Will be met by other)

If Bill will be met at the airport, where will driver meet Bill?

Hotel Name:

Hotel Address:

Hotel Phone:

Hotel Fax:

Bill's Hotel Confirmation #:

Directions to Hotel:

Meeting Location (if not hotel):

Meeting Location (Address):

Meeting Location (City):

Meeting Location (State):

Meeting Location (Phone):

Name of room where Bill will speak:

What will be happening immediately before Bill’s talk:

What will be happening immediately after Bill’s talk:

When will the room be empty for A/V setup and sound check?

Group contact on-site:

Group contact on-site (Cell Phone):

A/V contact on-site:

A/V contact on-site (Cell Phone):

Is it possible for one or two guests to sit in on Bill’s program?

May Bill offer his books/tapes for sale following his program? (Bill will never “hard sell”)

This section applies specifically to my keynote presentation, The 5 Best Decisions the Beatles Ever Made…and Why You Should Make Them Too! The next couple of questions will summarize the 5 Decisions I’ll be talking about in my presentation. If you could take a few moments and jot down some thoughts on how these might apply to the issues facing your industry (either successes or challenges), I’d really appreciate it!

Decision 1: Spread the spotlight
The implications of this decision are two-fold. First, a good team leader must share the credit for the team’s accomplishments. Perhaps more importantly, though, it means being willing to bring in team members who may have stronger skill sets than we do. That can be a real ego challenge, but it’s a smart leader who has the security to bring in somebody who may be smarter or more talented.

Decision 2: A single, shared vision
The Beatles’ vision, from the outset, was to be “bigger than Elvis.” All four Beatles shared this vision, and every decision went through the filter of that decision. So the question is: Does YOUR team have a single, shared vision? Is there one dominant goal that drives everything else?

Decision 3: Play to your strengths
For the Beatles, the big strength was songwriting. it, they trusted in this strength. They knew that What are the strengths of your organization, your can you bring to the party that sets you apart?

Decision 4: Shake it up!
To be truly successful in a competitive marketplace, you have to be willing to do things differently, to challenge the rules, to shake it up! When the Beatles were at the top of their game, they decided to stop touring and focus exclusively on recording. Nobody had ever done this before. The “rules” said you couldn’t succeed with this model. The first album they put out under this model was Sgt. Pepper...an unqualified success. In your business, what are some of the “rules”? In what ways might you successfully challenge “It can’t be done that way” thinking? And, just as importantly, how do you manage to have fun along the way?

Decision 5: Carry that weight
Paul McCartney said, “The reason the Beatles were twice as good as anyone else is because we worked twice as hard as anyone else.” Success means hard work, going the extra mile, doing the heavy lifting. What are the things YOU can do that the competition isn’t willing to do? What are some ways your team “carries that weight”?