Preparation of customized programs is dependent on you for input.  Information you provide will contribute to the success of your event.

General details:

1. ORGANIZATION NAME  ____________________________________
2. EVENT  ______________________________
3. Location ________________________________________________
4. Meeting Date ____________________
5. Number of attendees ______________
6. Presentation time frame from _____ a.m. or p.m. to _____a.m. or p.m.
7. Is this a keynote or a breakout session or something else? 

Keynotes are humorous, motivational, streamlined and tightly crafted with lots of story telling to illustrate the message.  There usually isn't as much audience interaction and the audience is probably larger.

Breakout sessions are less formal.  They are interactive with the audience.  There are experiential exercises, group discussions and Q&A.  They are also humorous, motivational and full of stories to illustrate the points. Audience size is usually 50 or less.

Meeting details:

• Theme___________________
• Room setup________________________________________________
• Attire (business or casual)_________________________
• Other presenters the same day?____________________
• Other topics presented?___________________________
• What happens before my presentation?__________________________
• Will the audience be eating during my presentation?_________________
• Will the staff be serving food while I speak?________________________
• What happens after my presentation?____________________________
• What is the purpose of the meeting?_____________________________

Audience details:

• Age range  _____________ to ______________
• Men ___%   Women  ___%   Children __% (should be nil)
• Professional designations______________________
• Major job responsibilities ______________________
• Any special language I should know about?________________________
• Key issues to avoid, if any _____________________________________
• What stress keeps you up at night?______________________________
• What would you suggest to make this your best program ever?__________________________________________________________
• Is there anything you would like me to reinforce?____________________

Contact information for 3 attendees who represent a typical cross section of the group that Eileen could contact in advance to interview in order to customize the presentation:  (with their permission, of course)

Name                            Job Title                            Phone or email

________________    ___________________    ____________________

________________    ___________________    ____________________

________________    ___________________    ____________________

Interview questions for 3 attendees:

• What are challenges you face in your industry/organization/personal life to do with tax?
• IF there was one thing you wanted to take away from my sesson, what would it be?
• What percentage of humor/entertainment and what percentage of education do you expect from this presentation?
• Are there any 'insider' stories I can use to illistrate something important about disability or infirmity and income tax?

Thank you for taking the time to make this program memorable.

Eileen Reppenhagen, CGA 

www.taxdetective.ca