Master Discovery Questionnaire

Meeting Information

This section is to gather information on what kind of event this is (annual meeting, training, awards, etc) and to establish what you hope to accomplish with the meeting.

Type of Event
Objective of Meeting
Meeting Theme

Presentation Expectations

Please give percentages of what elements you would like Kevin's presentation to include (use numbers).

Education Percentage
Inspiration/Motivation Percentage
Entertainment Percentage

What is the primary product/service you offer?

What are the two most important benefits you offer to your customers/clients?

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What are the most significant events that have occurred and that have affected your industry, organization or group during the past year?

(i.e. mergers, downsizing, etc.)

What are the current challenges that you (industry or your organization) are facing currently?

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What are two or three achievements of which your organization is most proud?

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If executives and management could wave a magic wand, what transformation would they wish for?

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If your meeting attendees could wave a magic wand, what transformation would they wish for?

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What are the Top 3 sources of pain for your organization?

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If you could name three things that cause fear for your attendees, what would they be?

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Is there a product/service/initiative launch that you are rolling out at this time?

If you had a 5% improvement in every attendee’s performance, what bottom line increase could you anticipate?

What is your vision statement and mission statement?

Vision
Mission

Do you have a Unique Value Proposition (UVP) or brand promise (often used as a tag line that your prospects and customers see)? If so, what is it?

Example: 3M = Innovation. HP = Invent. GE = Imagination at Work. BMW = We don’t just make cars. We make joy.

Do you have an internal Emotional Buzz Statement (EBS) or rallying assignment? If so, what is it?

Example: Coke = Put a Coke within every human being on the planet. Boston Scientific: Make a difference for life.

What are the top three time-wasters for your executives and management?

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What are the top three time wasters for your attendees?

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How will you follow-up the learning and ideas from the meeting to ensure that you invested your time wisely?

Is there anything else that you would like to add that hasn't been asked?

Now is your chance to offer something that you have been thinking about but haven't articulated yet.