Event Information
Please follow the instructions and fill in the form below to insure the success of your event. Margo likes to provide a seamless, efficient service and minimize the work for you, the event planner. She will contact you by phone after receiving your completed questionnaire to discuss program details.
Please, copy and paste this form into word, complete the form, and make a copy for your files before e-mailing the form to Margo in an attachment to the e-mail address provided by the agency. The form may expand as you type. Please do not worry about format.
| Organization Name: (required) |
| Meeting Planner/Contact Name: (required) |
| Your e-mail: (required) |
| Mailing Address: ___Work Address __Home Address |
| Fax: |
| Telephone: (office) |
| Telephone: (home) |
| Telephone: (cell) |
| Web Site: |
| Program Information |
| Date(s) for Margo’s presentation: |
| Event Type; (mark all that apply) ___Keynote ___Breakout Session ___Workshop ___Lunch & Learn |
| Please note: If handouts are required they will be e-mailed to you for copying |
| Event Start Time: Length of Presentation: |
| Place/Venue: |
| Place/Venue Phone Number: |
| Event Room: |
| Address: |
| Appropriate Attire for Margo: __Evening __Business __ Casual __ Business/Casual |
| Overnight Arrangements |
| Room Requirements: Non-smoking, hypo-allergenic/fragrance free (if possible). Please make a reservation at a hotel that is convenient to your event and confirm for late arrival. |
| Lodging will be direct billed to master account: __Yes __No |
| Meals will be direct billed to master account: __Yes __No |
| Lodging same as presentation location: __Yes __No if yes, please skip to Travel Information |
| Hotel Name: |
| Hotel Address: |
| Hotel Phone: |
| Confirmation Number: |
| Travel Information: |
| Margo will make her own travel arrangements and provide you with a copy of her itinerary prior to your event. Travel arrangements will be made only after receiving this completed form. |
| What airport is closest to the program site? |
| What other airport (if any) should be considered? |
| Number of miles from airport to hotel: |
| Number of miles from hotel to venue: |
| Ground transportation: Please advise best option: |
| Room Setup |
| How will the room be arranged for Margo’s presentation? U-shape if possible for workshops |
| ___Round tables __Theatre/Classroom __U-shape __Other, please specify____________________________Tables __Chairs only |
| A / V Equipment |
| Margo requires a projector to which she can hook up her laptop |
| Microphone: (Please indicate type available) __Podium __Handheld __Lapel __Head set |
| Very Important – Time Meeting Room will be empty for set up _______ __am __pm (please designate am or pm) |
| Program title you have selected |
| ___ Help Patients Help You ___The Missing Piece to Cutting Healthcare Costs ___ Help Your Clients Help You Help Them ___Custom Selection from Seminar Topics
Please specify topics __________________________________________________________________________ |
| Back Ground Information |
| What is the purpose of your event?What is the key outcome you would like the attendees to take away from Margo’s presentation? |
| What is the theme of your event? |
| How many will be attending the overall event? |
| How many will be attending Margo’s presentation? Please estimate if you don’t know the exact number.________ |
| Who will be the main attendees? (job titles & responsibilities) |
| What challenges are your attendees facing? |
| What are some recent victories? |
| Who was the previous speaker/entertainer for this group last year? |
| What was their topic? |
| Please provide three people I can interview as I make preparation for your event:Name____________________________ Phone Number(s): Office:_________________Cell:__________________
Name____________________________ Phone Number(s): Office:_________________Cell:__________________ Name____________________________ Phone Number(s): Office:_________________Cell:__________________ |
| Agenda: |
| Once the contract is completed through your bureau, please email a complete agenda of your conference/event to me at the e-mail provided by the agency.When would it be convenient for Margo to talk with you (via phone) about her presentation? Best time to contact you: Date: ____________ Time of Day: ___________ |
| This form was completed by: _________________________Date completed: ______ |