DAN NORMAN’S PRESENTATION PLANNING “HOMEWORK”
Please complete and return to Dan at least two weeks prior to his scheduled presentation date.
Company or Association Name ________________________________________________________________
Address __________________________________________________________________________________
Primary contact for event planning _____________________________________________________________
Title ______________________________________________________________________________________
Office Phone _____________________________ Cellular Phone _____________________________________
Fax number _____________________________ E-Mail address ______________________________________
Contact to help Dan with his presentation homework _______________________________________________
Title ______________________________________________________________________________________
Office Phone _____________________________ Cellular Phone _____________________________________
Fax number _____________________________ E-Mail address ______________________________________
BACKGROUND ON YOUR SALES TEAMS AND YOUR COMPANY
What products does your company sell? _________________________________________________________
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Are your products sold through: outside sales, inside sales, retail sales, major accounts, telemarketing sales?
__________________________________________________________________________________________
How many sales representatives will be attending this meeting? ______________________________________
__________________________________________________________________________________________
What is your market share percentage for the products that you sell? __________________________________
What are your strengths and weaknesses? _______________________________________________________
___________________________________________________________________________________________
Who is your competition and what are their strengths and weaknesses? ________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
Specific challenges being faced by your sales team? ________________________________________________
___________________________________________________________________________________________
Purpose of event. (recognition, training, reorganization, educational) ___________________________________
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Theme or name of meeting or event _____________________________________________________________
___________________________________________________________________________________________
What are your specific objectives for the meeting? _________________________________________________
__________________________________________________________________________________________
What is the desired outcome of the meeting? ______________________________________________________
___________________________________________________________________________________________
What is your desired outcome from Dan’s presentation? _____________________________________________
__________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
___________________________________________________________________________________________
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What happens immediately before and after Dan’s presentation? ______________________________________
___________________________________________________________________________________________
What is planned the evening before Dan’s presentation? _____________________________________________
Who is speaking before and after Dan? ___________________________________________________________
___________________________________________________________________________________________
Please provide the names and titles of key individuals, managers or leaders participating in the meeting and their expectations of the meeting.
___________________________________________________________________________________________
___________________________________________________________________________________________
ARE THERE ADDITIONAL PEOPLE WHO CAN HELP DAN WITH HIS PRESENTATION HOMEWORK?
Name _____________________________________________________________________________________
Title _______________________________________________________________________________________
Office Phone _____________________________ Cellular Phone ______________________________________
Fax number _____________________________ E-Mail address _______________________________________
Name _____________________________________________________________________________________
Title _______________________________________________________________________________________
Office Phone _____________________________ Cellular Phone ______________________________________
Fax number _____________________________ E-Mail address _______________________________________
MEETING LOGISTICS
What is the location of meeting or event? _________________________________________________________
At what hotel should Dan stay? _________________________________________________________________
What is the nearest airport? ___________________________________________________________________
Will transportation be provided to and from the airport for Dan? ____________________________________
