Pre Program Questionnaire « Sanford Systems & Strategies

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Pre Program Questionnaire

This questionnaire is designed to help us prepare a customized presentation. Please answer all applicable questions and submit to us online.

Purpose and Theme
1. What is the specific purpose and theme of your meeting?(required)
Objectives and Results
2. What are your specific objectives/results desired for the session? a. What idea/message would you like us to reinforce? b. How do you plan to reinforce what is covered? (follow-up workshops, articles in newsletter, manager interface, etc.)(required)
Mission and Philosophy
3. What is the mission/philosophy statement for your organization?(required)
Specific Company Information
4. What are some of the current challenges, breakthroughs, or accomplishments experienced by your company/organization? Any major changes or announcements we should be aware of?(required)
5. What top challenges are the participants currently facing? (required)
6. What areas of participant performance need improvement or recognition?(required)
7. Is there any special jargon or terminology we should be aware of?(required)
The Perfect Program
8. Are there any subjects that I should avoid?(required)
9. Is your company requiring attendance? (required)
10. Are the guests paying to attend or is your company picking up the tab?(required)
11. What is the measure of success for this audience? (required)
12. What % how-to/nuts and bolts?(required)
13. What % motivationa/entertaining?(required)
14. # of attendees - Best Case(required)
15. # of attendees - Worse Case(required)
Audience Makeup
16. % Management(required)
17. % Affiliates, Lenders, Title Reps (not from (required)
18. % Office/Support/Clerical(required)
19. % Lenders/Mortgage Specialists/Title (from company)(required)
20. % Spouses (required)
21. % Agents, brokers, managers, owners(required)
22. Please list names, titles and telephone numbers of top producers who will be present at my session who I could contact for additional information before the program.(required)
23. Previous favorite speakers used:(required)
24. What did you like best about those speakers? (Please include their title, phone number and email)(required)
25. Name of my introducer: (include name, title, email, and phone number(required)
26. Name and title of senior executives at this meeting?(required)
27. What take place immediately before and after my program (speaker, meal break, etc.)?(required)
28. Top people to recognize in audiences for outstanding performance or special achievement as it relates to our topic: (please include, name, title and reason)(required)
Meeting location and/or hotel address:
29. Meeting location address:(required)
30. Hotel address:(required)
31. Telephone #:(required)
32. Nearest Airport(required)
33. # of Miles from Site(required)
If problems/emergencies arise on my way to the program, whom should I contact?
34. Name:(required)
35. Office Number:(required)
36. Home Number:(required)
37. Cell Number:(required)
38. Email:(required)
Prior to the event, please send Sanford Systems any of the following (if available):
38A. Meeting agenda, copy of attendee invitation and seminar promotion flyer
38B. Company newsletter
38C. Service standards or mission statement of company/association.
38D. Informative articles/most recent real estate section in Sunday newspaper
38E. Annual report, if a publicly held corporation.
Closing Thoughts
39. What is the single most important "seed" you would like me to plant during my presentation? (required)
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Pre Program Questionnaire

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