Merit Gest’s Pre-ProgramQuestionnaire

This questionnaire may seem long now. During the program however, when Merit is delivering a highly customized and effective presentation, you will be glad you took the time. Please complete all 4 pages. You may skip any questions that are not applicable to this engagement. EMAIL to orFAX to866-806-7872. If you have any questions, please call Merit at 720-980-1286.

If you prefer to have a conversation with Merit to review these questions, click here and schedule 45-60 minutes:

Name of Client ______

Name of Person Completing This ______

Merit’s Contact Person ______

Phone ______Extension ______Fax ______

Emergency Phone Numbers - Home ______Cell ______

E-mail Address ______

Title of Conference & Theme ______

Name of Conference Chair ______

Hotel or ConferenceCenter ______

Address/City/State ______

Hotel or ConferenceCenter Contact ______Phone ______

Emergency Phone Numbers - Home ______Cell ______

Sleeping Room Reservation (Billed to Client) Confirm # ______

Hotel Name ______Phone ______

Address/City/State ______

Dates of sleeping nights reserved ______

Ground transportation______

Date of Main Program ______Time of Main Program______

Title of Main Program ______Length ______

Date of Second Program ______Time of Second Program ______

Title of Second Program ______Length ______

Number in Audience for Main Program ______Second Program ______

Audience Demographics% Male ______% Female ______AgeRange ______

Audience size expectation ______Room set up ______

Who are the VIPs that will be there? ______

______Where will Merit fit into the overall event? ______

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What will immediately precede her presentation? ______

Who will introduce Merit? ______

Who are some of the other speakers / subjects? ______

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Who were last year’s successful speakers? ______

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What specifically did they do that made them successful? ______

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Would you like Merit to meet with your VIPs before she speaks? ______

When and where? ______

Would your CEO, President or VPs like to add an executive coaching session after the presentation? ______

You are making an investment of time and money to bring people together for this event. Please ask a few key people to make themselves available for telephone interviews to insure that Merit’s program (s) are the best they can be.

CEO ______Direct Line ______

President ______Direct Line ______

VP ______Direct Line ______

VP ______Direct Line ______

Manager ______Direct Line ______

Supervisor ______Direct Line ______

Other ______Direct Line ______

How will you evaluate Merit’s program’s success? ______

______Who will write the testimonial letter? ______

What is the most recent challenge your people are facing? ______

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How does it affect their day to day activity? ______

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What will be their mood? Did they just get any good news, or bad news? ______

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What message would you like communicated to them by Merit? ______

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What is your desired outcome? ______

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Is there a pending change Merit needs to be aware of? ______

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What has recently changed in your organizational structure/ industry?______

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Any major personnel changes have been made recently? ______

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Please describe your product or service ______

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Who are your major competitors? ______

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Who are your largest clients? ______

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How is competition affecting the way you do business? ______

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What external market forces are affecting you? ______

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Please share a few terms or industry “lingo” and their meaning. ______

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What industry publications or web sites can Merit research to learn more about your business?

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What are you hoping people will be saying as they leave? ______

Other questions for your event:

Can I video tape session for my own purposes? ______

Would you like to video tape it? ______

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Will I be given list of attendees & contact info? ______

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If not, can I collect business cards? ______

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Are there any events PRIOR TO Merit’s presentation that I can attend?______

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Can I have card on every chair or handout at each seat if table? ______

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Will there be someone to distribute these? ______
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What will be the dress for the event? ______

Can you designate a time keeper for me? ______

Do you have any taboo topics that you don’t want mentioned? Any words not to say? ______

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What is important to this group of people at the conference and at work?

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Why does your organization need to hear this topic?

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