"Without a compelling cause, our employees are just putting in time. Their minds might be engaged, but their hearts are not. Meaning precedes motivation."  - from 7 Moments…That Define Excellent Leaders
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If you have booked Lee...

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Here are some tools to help you prepare for Lee's presentation.
Pre-meeting Questionnaire
  Audio/VisualRequirements
  Meeting Checklist
  Introduction for Lee

Pre-Meeting Questionnaire

Have you booked Lee to speak at your meeting?  Then please complete this questionnaire to help ensure a successful presentation.

The number one rule of speaking is to know your audience.  The information you provide allows Lee to tailor his message so it speaks to your audience and is relevant to your competitive environment and the challenges you face.  If there are some questions you can't answer yet, that is okay.  Do as much as you can now and we can work out the details later.

Please complete the questionnaire and either:

  1. Complete the form below and hit "submit" or 

  2. Use the red "Printer Friendly Version" icon on the right to print and fax the questionnaire to 972-250-3029.

In addition, it is extremely helpful if you send the following by mail or by courier:

  • Latest annual report or quarterly report

  • Corporate information package or brochure

  • New employee orientation package

  • Recently published news stories about your company

  • Any materials on your event (agenda, invitations, etc.)

  • Information on the hotel/meeting facility

Our mail and delivery address is: 17290 Preston Road, Suite 210-B, Dallas, Texas 75252.  All information submitted is confidential.

General Information

Date of Presentation (MM/DD/YYYY)
Company Name
Contact Name
Title
Address
City/State/Zip
Phone  
Fax Number  
E-mail Address
Company URL
  
Location / Meeting Site

Facility Name
Facility Address
City/State/Zip
Facility Phone
Presentation Room
On-Site Contact
Phone
Fax
Email
Emergency Phone
 
Accommodations

Hotel Room Reserved for Lee?
Yes
No
Hotel Name
Hotel Phone
Guest Fax
Confirmation #
Reservation Date (MM/DD/YYYY)
 
Travel

Nearest Airport
Distance minutes
Airport Transfers Lee to take a cab
Lee to take Hotel shuttle service
Planner arranging transfers
Car Service Co
Confirmation #
Emergency Phone
 
Audio Visual

AV Company
Phone
Fax
Email
Preferred AV Check Time with Lee   am  pm
 
Presentation

Time   am  pm
Duration minutes
Do you prefer Lee to attend a function before/after his presentation?
Appropriate Attire Casual
Business Casual
Business
Formal
Who spoke at this meeting last year?
Will Lee's presentation be recorded?
Yes
No
    If yes, how? Video
Audio Only
Can Lee invite a guest to attend the presentation at his expense?

Yes
No
 
Room Set Up

Seating Arrangement U-Shaped
Theatre
Round Tables
Conference Table
Not sure
Is alcohol served before or during the presentation?
Yes
No
 
Introductions

Who will introduce Lee?
Company
Title
Phone
Email
 
Audience Information

Number of Attendees
% Males
% Females
Age Range
Description of Attendees
 
Personalization Information

Type of Event
Objective of Meeting
Theme
Current Challenges in Your Industry
What Percentage of Lee's Presentation would you prefer?

  % Entertainment
  % Education
  % Motivation
How did you hear about Lee? Video
Book
Referral
Live Viewing
Other