For Meeting Planners

It all started when…

The Process:

• Step 1: Discovery call

  Timeframe: 1-2 months prior to training (or so)

  This initial call helps me gauge if I am the best fit for your needs. I usually ask a lot of questions and spend most of the time listening. Some questions beyond the basics include:

  • Why this topic? What is going on in the organization? What do you hope people take away from this session?

  • Is this a stand-alone session or part of a conference or series?

  • What other kinds of professional development has already been done?

  • What barriers might be present?

• Step 2: Proposal and agreement

  After the call, I will write up a proposal along with a few options at different price points. I do operate on a sliding scale for non-profits and educational institutions. Workshops can be combined with keynotes and coaching at a discounted rate.

• Step 3: Booking and Verification

  Once your date is booked, you will receive a timeline and be billed for a small deposit unless otherwise negotiated. You will receive a full outline and be able to adjust needed content up to two weeks before the day of the workshop. I do ask for a week's notice for any cancellations. Travel costs once booked are non-refundable.

• Step 4: Pre-Workshop Touchbase

  A week before your workshop you will receive the handouts, visual aid files, and any pre-work we’ve discussed for distribution. We will also discuss seating arrangements, AV needs, and anything else needed for a successful event.

• Step 5: Showtime!

  During the session, participants will be provided with a digital link to all materials, which will stay up for a month following the event.

• Step 6: Debrief and Follow-up

  A short evaluation will be provided both to participants and to the meeting planner so I can continue to imrpove the process.