Your Name: Phone: __________________________
Title: Fax: __________________________________
Company: Website: __________________________

Best time for Margie Thomas or Representative to reach you: ____________

I. Your Program.
1. What is the meeting theme? _______________________________
2. What is the specific purpose of this meeting? ___________________
3. What type of meeting is it? (Annual meeting, awards ceremony, sales kick-off, etc.) _____________________
4. Who (if anyone) is on the program just before Margie and what is their presentation topic? __________________
5. Who (if anyone) is on the program right after Margie and what is their presentation topic? __________________
6. Which company executives and/or industry experts will be speaking at this meeting? _____________________

II. The Presentation
1. What is Mrs. Thomas' role in your program (opening or closing, keynote, breakout, etc.)? ________________
2. What are the exact times for Margie's presentation?
Start Time: End Time: ________________________
NOTE: *Please send us a copy of the meeting program and agenda so she can see how her program fits in. Thank You!
3. How will most of the audience be dressed? ____________________
4. How will the executives be dressed? ______________________
5. How should Margie be dressed? (Suit, Pant Suit, Slacks and Blouse, etc.) ________________
6. Who will be introducing Margie to your group? _______________
7. What is most important to you concerning the content of Margie's program? (i.e. use of stories, exercises, handouts, etc.) ________________________
8. What is most important to you in the working relationship with Margie?______________________
9. What themes/threads (other than the primary topic of Margie's program) would you like to see woven into the program? ________________________
10. When your people leave the program, what three concepts/skills/ideas would you like them to have?
1. ____________________________________________________
2. ____________________________________________________
3. ____________________________________________________

III. The Audience
1. Number in the audience: Are spouses invited?
2. Male/Female Percentage: Male - _____% Female - _____%
3. Average age group? Range of ages: ________

IV. Background
1. What are some of the challenges your organization and your people face on a day-to-day basis? _________________________________
2. What areas of challenge pose the greatest opportunity for improvement? _________________________________
3. What are the most significant events that have occurred, and that have affected, your industry, organization, or group during the past year? (i.e. mergers, downsizing, etc.) _________________________________
4. What is the primary product or service that you offer? _________________________________
5. What are the two most important benefits you offer to your customers?
A. _____________________________________________
B. _____________________________________________
6. What are 2 or 3 achievements of which your organization is most proud?
_________________________________
_________________________________
_________________________________

Name five key people in your group that will be at the program. With your permission, Margie may want to contact them to discover more information about your group.
Name / Telephone #

V. Learning Tools
Most audiences want something to help them continue learning after the presentation. What do you prefer?
        ? Customized workbook _________________________________
        ? Visit our web site _________________________________

How do you wish to handle these?
        ? Purchase at quantity discount to distribute to participants at the event. _________________________________
        ? Offer learning materials to participants for purchase at the event. _____________________________________
        ? Let participants order the materials from M.A.T. Consulting, Inc. after the presentation. ____________________

VI. Logistical Information
1. Hotel name and address: __________________________________
        Phone number: __________________
        Fax number:  ____________________
2. Hotel confirmation number:  ____________________
3. Name of meeting room:  _______________________
4. Into what airport should we schedule Margie's flight? _________________________________
5. How far is the hotel from the airport? _________________________________
6. How should Margie travel to the hotel? (take cab, rent car, driver will pick up. Etc.) ________________________
7. Would you like Margie to notify someone after she arrives at the hotel? _____________
        If so, whom shall she contact: _________________________________
        Title: _________________________________
        Phone: _________________________________
8. Contact at meeting site:
        Name: _________________________________
        Phone: _________________________________
        On site arrival date: _________________________________
9. Are there any pre-meeting engagements (i.e. breakfast or lunch)? If so, where and when are they scheduled.
__________________________________________________________________
__________________________________________________________________