Meetings & Conventions: Planner's Portfolio September
1998

September 1998
PLANNER'S
PORTFOLIO:
Checklist
BY CHERYL-ANNE STURKEN
Choosing a Speaker
This checklist was compiled with the help of the National
Speakers Bureau, Libertyville, Ill., and speaker/consultant
Elizabeth M. Franklin of The Office Organizer, San Francisco,
Calif.
Know what fee your organization is willing to pay for a
presenter.Have a clear idea of the speaker's role in the event and what
you want the speaker to accomplish. For example, will the speaker
be a keynoter or heading up a session?How should the presentation affect the audience? Should they be
entertained, motivated to sell, bond with one another?Does the event have an overall theme that the speaker must tie
into?What is your audience makeup: gender, age, economic
background?Determine what type of speaker would best suit your needs:
humorist, athlete, futurist, technical, economist, other.List special requests for the speaker: book signing,
question-and-answer session, autographs.MAKING CONTACT
Give the speaker or the speaker's agent your name, number and
the group's name, as well as some background on your
organization.Let the speaker know where you got his or her name.Give the location, date and time of the event, and specify if
those details are subject to change.Be upfront with the speaker if you have a definite topic or
theme in mind. Also specify whether you need a customized speech
and if you are open to suggestions.Since a speaker may have several speeches of varying lengths on
the same topic, be sure to give a specific time frame, and clarify
whether that is to include a question-and-answer period.Discuss time of day for the presentation. Some speakers are at
their best in the morning; others do better in the afternoon.State your budget and whether you will cover additional
expenses (airfare, lodging, meals, transportation, spouse/guest
expenses).Give the speaker as much detail as you can on the estimated
audience size and makeup. Is it a competitive sales group, jaded to
most attempts at comedy? Retirees who will be sitting through a
full day of seminars?If this is an annual meeting and the speaker is to be the key
presenter, mention names of speakers who have been well-received by
the audience at past meetings.Discuss special interests of attendees, as well as
organizational taboos, particularly if the audience will contain
international participants.Ask the speaker for biographical information, a video of his or
her speech, referrals and copies of handouts; review all materials
well in advance.For customized speeches, ask to see several key points.
However, don't expect an entire transcript of the speech before the
event.If you can, meet with your speaker in person. Better yet, ask
if you can see him or her in action at another conference.Discuss permission to videotape and record the speaker's
presentation.NEGOTIATING THE DEAL
If you need the speaker for the whole day, including social
functions, be sure to state so in discussions and in the contract.
Remember, the amount of time you need the speaker will ultimately
determine the fee you pay.Ask about cancellation policies (most speakers have a
cancellation fee). Generally, the sooner you cancel, the less you
will pay.Be sure to include an acts of God clause in your speaker
contract. This says you're not responsible for the speaker's fee if
cancellation is due to a severe weather problem or other factor
beyond anyone's control.If you are planning more than one meeting in the coming year
that the speaker may be right for, ask for a "package deal."If you are using the speaker in more than one speaking capacity
at the same event (e.g., as the keynoter and as a workshop
moderator), negotiate a lower fee by combining the two.Offer free advertising in your organization's event directory
in exchange for a reduced fee.Notes:
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