Section A — Intro & Consent
Section B — Event Basics
Event Type
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Sermon Workshop/Training Small Group Leadership Talk/Keynote Retreat Virtual/Webinar Hybrid
Venue Type
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Zoom/Teams/Meet Hybrid (In-Person + Stream) Church Sanctuary Chapel Fellowship Hall Private Home Counseling Office Community Room Hotel Conference Room Corporate Boardroom Convention Center Retreat Center Camp/Lodge Airbnb/Vacation Rental Park Pavilion Auditorium/Theater Performing Arts Center Gym/Multipurpose Wedding/Event Hall Country Club Other
Venue Type
Company/Organization Name
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Primary Contact (Event Planner/Coordinator)
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Coordinator Email
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Coordinator Phone (Business)
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Coordinator Cell Phone (Personal)
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Intermediate Contact
Intermediate Email
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Intermediate Phone (Business)
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Intermediate Cell Phone (Personal)
*
Section C — Program Timing
Section D — Audience Profile
How would you describe the anticipated audience?
Estimated Attendance (# people)
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% Members
% Guests/Spouses
Average Age
Educational Background(s)
% Male
% Female
Approx. Annual Income (range)
Section E — Context & Challenges
Major Challenges Your Attendees Face
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What will attendees be doing right before and after my session?
Significant events in your industry/group in the past year
Interesting events in your industry/group in the past year
Section G — Personalization & Key People
Is there anyone who will be in the audience who is especially well known and well liked, who would enjoy it if I made humorous references to them – in the appropriate situation, of course? Please list their names and titles or positions.
Section H — Objectives & Outcomes
What are you trying to accomplish with this meeting?
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How should the audience feel when they leave my session?
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What key idea(s) you want the audience to learn from my program?
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Why did you select me/us? What made us stand out?
*
Industry-specific terms/jargon/acronyms I should use
*
Suggestions to help me make the program successful
*
Section I — Travel/Escalation & Introducer
If I have any problems getting to the program please provide contact information for those I can contact.
Phone: Business
Title/Role
Name
Email
Introducer Email
Introducer Phone
Mobile
Home/Emergency
Other, describe
Section J — Post-Program Learning
I have found that audience members want to take something home with them, to continue the educational process. I offer a number of learning materials. (Refer to product description sheet)
Section K — Uploads & Brand Assets
Section L1 — Logistics Venue Environment
Max Resolution/Refresh Supported (e.g., 1080p60, 4K30)
On-Site AV Lead (Name & Mobile)
Section L2 — Logistics - Audio & Video Connectivity
Network Details (SSID/VLAN, Password, Bandwidth limits)
Load-In Instructions (parking, dock, credentials)
Earliest Access to Room/Stage (date & time)
Section L3 — Logistics - Power & Internet
Soundcheck / Tech Rehearsal Window
Green Room / Prep Space (location & access)
Section L4 — Logistics - Load-In, Access & Timing
Section L5 — Logistics - Recording, Streaming & Media Rights
Company
Day-Of Agenda (preceding & following my session)
Section L6 — Materials, Shipping & Merch
Note where I should send printed material.
My Call Time / Report Location
Section L7 — Logistics - On-Site Schedule & Holds
Section L8 — Logistics - Contacts & Approvals
Security/Emergency Procedures (who to contact)
Backup Plan if Tech Fails (audio/video/lighting)
Thank you for helping us prepare a high-quality, tailored program. You’ll receive a confirmation email with a copy of your responses.
Section L9 — Logistics - Risk & Contingencies
Section M — Final Confirm & Submit
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