your journey to event day
Today
Review the Event Day logistics below prior to selecting any venue.

Let your CVI Customer Engagement Manager know if any of these requirements will be an issue.

Submit your event details

Please fill in the form in the link below.

WHERE: Tell us the venue name, address and phone number. (Corporate office, hotel etc.)

WHO: Provide your coordinator’s contact information and one emergency contact. Corporate Visions consultant will arrive 45 minutes prior to start time.

STAY: Let us know the recommended hotel for your Corporate Visions consultant and if you have a special hotel rate.

DETAILS: Any special travel instructions? Security admittance, room names, etc.

CVI will make travel arrangements for the consultant. You are responsible for your attendees’ travel arrangements. Please ensure your attendees’ travel arrangements allow them to stay for the entire workshop. Participants should arrive the night before and plan to leave the workshop no earlier than 5:00pm both days.

Should this information change, please alert your CVI Customer Engagement Manager!

Submit Your Event Details Form

Critical success factors for your messaging event

Build a strong core review team:
Usually up to 3 people
Subset of workshop participants
Internal credibility and ownership of message’s success
Must be on kickoff call, executive alignment call, and review call

Identify the right people for the workshop:
Up to 8 people
Fully engaged for two days
Cross-functional roles
– Sales
– Marketing
– Product Marketing
– Delivery
– Support
– Executives

Nominate two people for discovery calls they can be:
Visionary/thought leaders
Customer-facing, front-line insight
Owners of messaging/market insight

Identify the target buying committee:
Focus on organizational goals and challenges
Determine who is on the buying committee and role in the purchase
Should be chosen by/during Kickoff Call

Name a decider for the workshop:
Kicks things off, sets expectations, breaks ties
Often (but not always) the workshop sponsor
Things to consider: longevity, credibility,  group dynamics
Should be chosen by/during Kickoff Call

Schedule Kickoff Meeting with your Content Consultant.

Contact Your CVI Customer Engagement Manager to schedule a call.

Contact Your CVI Customer Engagement Manager

1 week before the event
Send Roster with participant names and titles to your CVI Customer Engagement Manager

EVENT DAY
event day logistics
Room Set-up and Materials

Please make sure to secure and set up the following before the start of the workshop:

  • Secure a meeting room that will allow U-shape set up. The room should also allow for three groups of participants to retreat to a corner, hallway, or corridor to work on breakout exercises.
  • Alternatively, reserve two meeting rooms and use one as the main room and one as the breakout room.
  • Set up two easels at the front of the room for the consultant and and two easels off to the side to be used for breakouts.
  • Stock easels with enough flip charts (2.5’ x 2.08’) and markers. The more the better!
    Recommended: Staples Stickies™ Restickable Easel Pad, 30″ x 25″
  • Supply plenty of markers (red, blue, green and black) for each flip chart.
    Recommended: Sharpie® FlipChart Markers Assorted
  • Set up a table at the front of the room for the consultant’s materials.
  • Consultants must have Wi-Fi access and login information.
  • Consultants will project slides periodically during the workshop. Please have projector and screen set up, with appropriate cables necessary to link to a PC or Mac laptop, for consultants to use.

Schedule

  • Workshop starts at 8:00 a.m. SHARP! (9:00 a.m. for EMEA and APAC)
  • If provided, breakfast should begin at 7:30 a.m.
  • Mid-morning break will start around 10:00 a.m.
  • Lunch break will begin at 12:00 p.m. and lunch should be brought in (not offsite)
  • Afternoon break will be around 3:00 p.m. and can consist of light snacks and beverages.