Primavera Change Management Seminar Event Kit
Overview
Seminar Planning and Execution
Demand Generation
Event Day Tools
Offers
Sales Support
Overview
To support your marketing efforts, Oracle has created an event kit that contains the basic materials you will need to successfully execute your own Change Management seminar event. This partner “seminar-in-a-box” addresses the critical issue of change management. The kit includes the seminar presentation, demos, event invitation templates,and supporting campaign materials. Please be sure to review the Campaign Strategy and Event Brief documents for information on executing a successful seminar. Thereis a recorded train-the-trainerWebinar session available on demand to teach partners how to deliver the seminar. The demand generation templates contain sections where you can add your copy, company logos, legal information, and event venue details. Also included are source files and production guidelines for each marketing template.
The creative content provided displays the Oracle Partner logo. If you are a Certified Advantage Partner or a Certified Partner, click here to download the appropriate logo. Please be sure to read the Oracle Partner Network Guidelines to ensure proper logo use.
Kit contents displayed below.
Access Kit
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Seminar Planning and Execution
Item / Description / Example / Source FilesCampaign Strategy / Document that providesdetailed background information regarding the campaign. / N/A / [called Change Management Campaign Strategy.doc]
Event Brief / Word file providing overview of event objectives, content, and project timeline. / N/A / [EventBrief PPM Change Management.doc]
Seminar Presentation / Complete, scripted Change Management seminar presentation. / N/A / [Change Management Seminar Final Presentation.ppt]
Seminar Demo Files / Demo files for embedding into presentation. / N/A / [Demo Files.zip]
Seminar Demo Guidelines / Instructions to re-establish the demo links in the Power Point presentation. / N/A / [Presentation Guidelines.doc]
Train the Trainer Video / Recorded presentation by Primavera of seminar content for instructional purposes, hosted on Oracle University. / N/A / Click Here to Launch Video
Seminar Best Practices / A collection of best practices gathered from previously run partner seminars. / N/A / [Seminar Best Practices.doc]
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Demand Generation
Please be aware that you will need to define and establish a registration process for your event. Event attendees can register for your event via a variety of channels, including a web-based registration system, email, or telephone. You should ensure that the selected registration system has been tested and any required resources have been trained before the event invitations are sent.
PLEASE NOTE: The items below that have an image were created using Adobe In design CS2 (print design pieces) and PhotoShop and Dreamweaver (html pieces). These templates have been designed with the idea that they would be customized using an in-house/freelance creative person, agency or print house. Please download and utilize the creative editing guidelines (PDF) for copy direction and provide them to the agency for layout.
The table below includes materials that can be used to help you promote your event.
Item / Description / Example / Source FilesEmail Invitation Copy Deck / This will assist you in writing your Email Invite. / N/A / [Email Copy Deck.doc]
Additional Promotional Copy / More copy to help you promote your event. / N/A / [Additional Promotional Copy.doc]
Recommended Direct Mail Template / Source files for a professionally designed direct mail piece in multiple color schemes. See note above about using thetemplates. /
/ Download from kit page.
Recommended E-Mail Invite Template / Source files for a professionally designed email piece in multiple color schemes. HTML and text customizable. See note above about using the templates. /
/ Download from kit page.
Thank You Email / HTML and text customizable email template for thanking attendees. See note above about using the templates. / / Download from kit page.
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Event Day Tools
Item / Description / Example / Source FilesEasle Sign / Source files to create your own easle sign for event day. /
/ Download from kit page.
Agenda / Source files for a professional looking agenda to hand out at your event. /
/ Download from kit page.
PDU Certificate Template / Your attendees can earn 1 PDU per hour of seminar. Use this template to issue their certificate after the seminar. / N/A / Seminar PDU certificate template.DOC
Event New Registration Form / Use this form for walk-up registrations or for people having difficulty with online registration. / N/A / Event New Reg Form.XLS
Event Venue Checklist / Key things to do to execute a successful seminar. / N/A / Seminar Event Venue Checklist.doc
Seminar Evaluation Form / Use this evaluation from to get feedback from your audience at the end of the seminar. / N/A / Program Evaluation Form Blank.doc
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Offers
Item / Description / Example / Source FilesChange Management White Paper / Change Management Best Practices for theArchitecture, Engineering, and Construction Industry – An Executive White PaperJune 2008 / N/A / [Change Management White Paper.PDF]
Standardization White Paper / Winning the Battlefor Performance: Standardizing BestPractices within Technology, Primavera, 2006 / N/A / [PrimaveraStandardization White Paper.pdf]
Integrated Program Management White Paper / The Capital Delivery Revolution
and Technology:Connecting Capital Planning,Construction, and Everything in Between. An Oracle White Paper, January 2009 / N/A / [Primavera IPM White Paper.pdf]
Standardization Best Practices Survey Report / Primavera2008 Project Management Report:
“Standardized Best Practices and TechnologyAdoption in the AEC Industry” / N/A / [AEC Standardization Best Practices Survey Report.pdf]
Proactive Change Management Article / Construction Executive article from September, 2008 by Richard Sappe. / N/A / [PrimCM Construction Executive 2008-09 p38.pdf]
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Sales Enablement & Sales Support
Item / Description / Example / Source FilesCase Study: Cannon Design / Snapshot of a large architecture and engineering firm that uses Primavera Contract Management to improve collaboration companywide, cut costs, and significantly reduce response time for RFIs and submittals. / N/A / [Cannon Design.pdf]
Case Study: New York Metro Transportation Authority / The joint venture of
Bovis Lend Lease and PB is
Using Primavera Contract Management to help New York’s MetropolitanTransportation Authority create
a new transit center. / N/A / [Metropolitan Transportation Authority.pdf]
Cold Calling Best Practices / Cold calling tips and tricks. / N/A / Cold Calling Best Practices.com
Cold Calling Script / To help you put the cold calling best practices to work. / N/A / Cold Calling Script.doc
Needs Assessment Questions / Top questions for qualifying prospects and getting to a meeting. / N/A / Needs Assessment Questions.doc
Opportunity Qualification Form / Form for qualifying and tracking your opportunities. / N/A / Program Evaluation Form Blank.doc