Briefing Materials

Here is a roster of materials you might have available that would help Jeff to fine tune his presentation more precisely to your group’s needs:

[ ] Any mission, vision, or value statement
[ ] Your latest annual or quarterly report
[ ] Your past three press releases or three service announcements
[ ] An organizational chart
[ ] Strategic plans or objectives, new initiatives or interim goals



[ ] Member or staff orientation booklet or guide
[ ] Training programs: past, current, future (table of contents will do)
[ ] Any introductory, PR, or training videos, CDs, or DVDs
[ ] A copy of previous convention or meeting brochures or fliers
[ ] Any memos, publicity flyers, or meeting announcements



[ ] Special promotions, campaigns, themes, drives
[ ] Service recognition programs
[ ] Your product or service catalog
[ ] Sample sales tracking reports, logs, forms
[ ] Job descriptions



[ ] Membership/staff application form
[ ] Member/staff roster or directory
[ ] Organization magazine, newsletter, monographs
[ ] Customer/member magazine, newsletter, monographs
[ ] Articles written about your organization; your organization in the media



[ ] A copy of the evaluation form used to rate presenters
[ ] The URL for department zines or blogs
[ ] Any other material you feel is relevant

Please do not make an extensive effort to round up these materials. Your time is valuable! Jeff would appreciate receiving what is readily available to send.