THE ART AND BUSINESS OF SPEAKING

Avoid Last-Minute Surprises with a Meeting Planner Checklist

Avoid Last-Minute Surprises with a Meeting Planner Checklist

With the nickname Organized Audrey, I am not a fan of surprises, because they make me feel out of control. So, imagine my surprise when I arrived to an engagement wearing mostly black, accompanied by my videographer, only to discover that the drape behind the platform was also black. Not only did the participants in that ballroom find it difficult to see me, I wasn’t able to maximize the video footage either.

Soon after that event, I created our Meeting Planner Checklist. It’s a form we use a week to 10 days prior to each event during our client check-in call. When setting this up, we describe it as a simple 15-minute phone conversation designed to “cross all the T’s and dot all the I’s” so there aren’t any surprises on the day of my arrival. Reviewing details prior to your arrival will be a win-win for both you and your client. Avoiding last-minute surprises makes my client look good, and I’m seen as easy to work with and anything but a high-maintenance speaker.

Download the checllist below and take time to customize it for your business. If you manage your events in eSpeakers, include this form in the “Library” section of each event. When it’s time for the client check-in call, you can print out the form, write notes as you conduct the call, then take it with you to the event. 

To get started, download the checklist.
 

Audrey Thomas, CSP
Audrey Thomas, CSP, loves a good checklist. Always on the lookout to streamline a process, she loves teaching others how to get more done with less stress. She lives in Minneapolis and loves being an empty nester.
Audrey Thomas, CSP
Audrey Thomas, CSP
Audrey Thomas, CSP

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