Half
Payment Upon Booking
A non-refundable
payment of one-half the base fee is due when you “book” our services. Therefore,
please be certain you desire our services.
Booking occurs when we
reach a mutually agreeable date, time, and location and we receive your initial payment.
After we formalize the booking, we communicate with you to determine all of your needs, and then begin to build your customized training.
Travel & Lodging
Expenses for travel and lodging are highly dependent upon on our schedule, proximity to you, and need to travel considerable distances. Therefore, prior to booking we will determine our respective needs and reach a reasonable payment for these expenses, if they are in fact required.
Cancellation
If you cancel
the training, we retain the initial payment.
We retain this fee for two reasons.
Your cancellation comes after we have already provided you with
consulting and development services.
Moreover, the cancellation of a secured date causes loss of income on a
specific date that we cannot recapture.
Date
Change
We recognize life
is not always simple and you may in fact need to “change” a date. Rather than cancel and lose your initial fee,
we prefer to provide you with our services.
We will stay as flexible as possible and agree to provide the training
on a future and mutually acceptable date.
Payment
Before Presentation
Payment for materials
and the remaining half of the speaking fee is due before the start of the training.
Client
Responsibilities
You agree to
be responsible for the following activities and tasks:
Providing
Directions
Notifying the
Attendees
Reserving
Parking Space
Table and
Room Set Up
Any and All Decorations
Full Food Service
or Appetizers
Reserving and
Paying for the Room
Planning Registration,
Check-in, and Program Management
Providing
staff and resources to manage and coordinate the daily schedule
(You should delegate this task to at least two individuals)
Computer and
Electronic Infrastructure and Speaker Systems
(We will provide our own laptop and projector)
Required Pre-Booking Questionnaire
Before we
accept a booking, we would like to know more about your organization and its mission,
philosophy, and goals. Please provide us
with relevant answers to the following questions. A more detailed questionnaire will be necessary to assist in the organizing of the training, once it is booked.
You can complete the booking request electronically or mail a hard-copy.
Information Needed to Complete the Request
Contact Information
Contact Person’s
Name & Title
Phone(s): HardLine & Cell Phone (if available)
E-mail Address of Primary Contact Person
Mailing Address (Include Department or Routing Number, If Applicable)
Dates
Do you have a Deadline
for Completion of Training?
Yes/No and the Completion Deadline: (If Applicable)
Date(s) or
Range of Dates Preferred (Please List in Order of Preference)
Provide three options for possible training dates.
Your Organization Information
Name of Business & Location
Web Site of your Organization (If Applicable):
Main Telephone Number
Industry or
Field?
What is your
company’s mission or philosophy statement?
What are the
unique features or characteristics of your organization?
What are some
resources we could use if we need additional information?
What are the
three most important things we should know about your organization?
- This information will assist us in providing the most effective training.
Training Needs and Expectations
Have you
determined your Training Structure?
Do you know the specific topic areas would you would like to cover?
What are your desired specific objectives and outcomes?
What goals should participants achieve or accomplish?
What three goals and skills must a participant take away from this training?
What is the most important focus of this training?