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Bill Cole's Complete
Pre-Program Questionnaire



I am looking forward to meeting you and the other attendees at the program. To help me customize your program please copy this questionnaire into your text editor or else download the Microsoft Word version, and complete as much of this questionnaire as you think would be relevant. I really appreciate your help!

Please send us any printed information on your group that may help us such as:

  • corporate report
  • association magazine/newsletter
  • key product brochures
  • news releases on Bill's presentation
  • informative articles
  • past convention programs
  • this presentation's program/brochure
  • service recognition programs
  • organization chart
  • service standards
  • staff/company newsletter
  
  • mission/vision/values
  • training programs - table of contents
  • sample sales tracking reports
  • special promotions/campaigns
  • meeting agenda/invitation
  • service measurement tools
  • sample completed performance appraisal
  • strategic plan/objectives
  • business/marketing plan
  • job descriptions
  • customer/member newsletter

Return this questionnaire via email to Bill@MentalGameCoach.com or mail it to the address below.

Alternatively, I would be happy to phone you for a brief chat to fill the form out together.

If you have any questions, please contact us at the e-mail address, phone number or fax number listed below.


Presentation title ____________________________________________

Date _______________ Start time ________________

End time ____________ Breaks? __________________

What is on the program just before Bill speaks? ____________________

Will Bill be able to have some staging set-up time right before he speaks? ______

If Bill goes on right after another speaker, or with no staging set-up time due to program restrictions, when can he arrive to set up his staging area? ___________________

What happens on the program right after he speaks? ____________________

When does your meeting begin? (date and time) _______________

When does it end? (date and time) ____________

Audience dress code for the meeting: __________

Do you want Bill to write an article for your newsletter or other publications prior to his program? ______

Your desired program mix:
    ____% Motivation
    ____% How To/Nuts & Bolts

Conference/meeting theme ________________________

Specific purpose of this meeting (awards banquet, annual meeting etc.) ________________________________

What is the theme of this specific meeting? __________________________

What are you hoping to accomplish with this meeting? ________________________

Why do you think I'll be an asset to this meeting? __________________________

What are you hoping to accomplish with my particular program? __________________________

How will you know if my program is successful? Give me a target. __________________________

Are there any particular topics or ideas that I should address during my program? __________________________

Are there any sensitive issues that should be avoided? __________________________

What is the audience's overall opinion regarding the subject of my presentation? (favorable, hostile, neutral?) ______________

Please list some industry-specific terms, phrases, jargon or acronyms that I might incorporate into my program.
__________________________________________________

Please list any humorous buzz-words, pet peeves or inside jokes in your industry or organization I might use for humorous material. ________________________________________________

Please share any "local color" (humorous goings-on) you may be aware of relating to the location where my program will be held. ________________________________________________

Introducer's name and title: ________________________________________________

Work Phone ________________    Meeting-site phone ________________

E-mail ____________________________________________

Would this person, or another person, be able to assist Bill just before his program ends in collecting program evaluations in return for a raffling of a valuable prize? ______

Is there any publicity work Bill can do for you while he is at your event? Radio or television? Please let us know ahead of time, so we can arrange travel. ___________________________

Who are the other speakers on the program?

    Speaker _______________________________

    Topic ________________________________________________

    Speaker _______________________________

    Topic ________________________________________________

    Speaker _______________________________

    Topic ________________________________________________

What speakers have you used in the past who covered topics related to the material Bill will be presenting to you?
_______________________________________________________________________

What professional speakers have you used in the past and what did they speak on?
_______________________________________________________________________

What did you like and/or dislike? Without their names if you would like, but do comment on the material they used.
_______________________________________________________________________

Name three main movers and shakers of your group that will be in Bill's audience. With your permission we would like to contact them for more information on your group.

    Name __________________________    Phone ________________

    Name __________________________    Phone ________________

    Name __________________________    Phone ________________

What would make Bill's presentation really "special" for your group? _______________________________________


THE AUDIENCE DEMOGRAPHICS

Number attending:
    ____% Female
    ____% Male

    ____% of Guests

Spouses attending? _________

Average age of attendees: _________

Annual average income: _________

Income range: _________________________

Educational background:
    ____ % Ph.D./Masters
    ____ % College Grad
    ____ % HS. Grad

Major job responsibilities of audience:
    ____ % Senior executives:
    ____ % Board of directors
    ____ % Admin./clerical
    ____ % Mid-management
    ____ % Officers/sales reps
    ____ % Entrepreneurs

Ethnic diversity:
    ____ % Caucasian
    ____ % Hispanic
    ____ % Asian
    ____ % Black
    ____ % Other

Positions/Job Titles __________________________________________


DETAILS ABOUT YOUR AUDIENCE


Is their attendance at your meeting mandatory? _____

Is their attendance at my program mandatory? _____

Please describe what the audience will be doing in the hour preceding my program. _________________________________

What will they be doing after my program? ______________________________

What should I know about the people in your group before I start my program? Are their any problems, competition, resentment or peer pressure that I should be aware of? ______________________________

Their challenges: ______________________________

Their breakthroughs: ______________________________

What are the most significant things on their minds as they come to this meeting? ________________________________________

Are there any hearing or sight-impaired individuals who will attend my program? ________

What separates your high performance people from others? ___________________________________


TELL US ABOUT YOUR INDUSTRY

Problems: __________________________

Challenges: __________________________

Breakthroughs: __________________________


TELL US ABOUT YOUR ORGANIZATION

Problems: __________________________

Challenges: __________________________

Breakthroughs: __________________________

What are the greatest accomplishments of this group? __________________________________

What are the current projects of this group? ______________________________________________

Significant events? __________________________________

Mergers? __________________________________

Relocations? __________________________________

Will Bill's presentation be audiotaped and/or videotaped? ______________


EDUCATIONAL MATERIALS

If you wish, Bill will make his educational materials available to your audience, so that they may continue the learning process at home. There are two ways this can be arranged. Please check the one that is most appropriate for your group.
    A. ____ Group purchase in advance for each attendee, at wholesale.
                 ____ Deliver before the program
                 ____ Deliver at the end of the program
    B. ____ Materials made available at the back of the room after the presentation.

If you checked "B", please make sure that:

   1. Nothing will be on the program directly after Bill's presentation and that there will be a break for at least 20 minutes.

   2. A table will be made available for Bill to place his materials by the exit door.

   3. Someone from your group will assist with sales.

We can provide free articles for your web site, e-zine or hard-copy newsletter. What topics would you like?

_____________________________________________________________________________
(For an overview, see our web site, MentalGameCoach.com).

What deadlines do you have for inclusion of these articles?

   On the web site: _________________________

   For your e-zine: _________________________

   For your hard-copy publications: _________________________


TRAVEL INFORMATION

Location of presentation and venue name ____________________________________

What time can we get into the room to set up? ________________________________

Who would the contact person be to allow us entry?
   Name: ______________________________________
   Address: ____________________________________
   Phone: _____________________________________

Location at the site itself: __________________________

Airport to arrive at: _______________________

How will Bill be transported from the airport to your site?
    ____Taxi
    ____Rental car
    ____Pick-up person?   
            Pick-up person's name: ________________________   Phone _____________

If an emergency occurs on the way to the site, who would be an alternate contact if you are unavailable?

   Name and title ________________________________________________

   Business phone _____________ Home phone _____________

   On-site phone _____________Pager _____________

What is your organization's WEB SITE address?

What is YOUR e-mail address? ______________________________________________

Your name and title ________________________________________________________

Your direct phone ______________________________________________________

Thank you very much for your help in making our presentation a success!! We are looking forward to working with you closely to make sure everyone has a good time and leaves the program with valuable information.

Bill Cole, MS MA
CEO
Procoach Systems


 
Pre-Program Questionnaire  


19925 Stevens Creek Blvd., Cupertino, CA 95014-2358
VOICE: 408-725-7191, TOLL FREE: 888-445-0291
FAX: 408-298-9525
E-Mail: Bill@MentalGameCoach.com
Website: www.mentalgamecoach.com
 
   
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