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Speaker RFP 2019 v1 4 public version

Speaker RFP 2019 v1 4 public version

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REQUEST FOR PROPOSALS for PROFESSIONAL CONFERENCE SPEAKERS
2019 MEECO Leadership
InstituteTM
Conference
“The Science behind Executive
Coaching Transformation”
October 16 to 18, 2019
Speaker Request for Proposal
We appreciate your time in completing this proposal information sheet. Please submit a signed copy with
your proposal package. Be sure to include all of the information requested. Your proposal package will
not returned to you.
Proposed Presenter Information
Name
Title (if applicable)
Company or Organization (if applicable)
Email Address
Mailing Address
City: __________________________________State__________________ZipCode_________________
Is thishome,workother (please specify) ______________________
Daytime phone number Mobile phone number
ProposalPreparer Information
If this proposal is prepared by someone other than the Proposed Presenter, please provide his / her
contact information below. Otherwise, leave this section blank.
Preparer
Email Address
Daytime phone number Mobile phone number
1
Statement of Understanding
By signing this Request for Proposal, I acknowledge that if my proposal is accepted by the MEECO
Leadership Institute ™ Committee, I will provide professional conference speaking services pro bono
publico or as otherwise specified in this proposal for the good of the Executive Coaching profession and in
support of the goals and objectives of the Conference. I agreeto indemnify and hold the MEECO Leadership
InstituteTM harmless from any liability and agree to refrain from using any portion of my presentation as a
platform to promote products and services, unless I decide to be a Designated Sponsor. Inthis case, I may
promote my products and services so long as they “fit” with the topic of my conference presentation. I also
understand that my proposal,includingall information I submitwill become the property of The MEECO
Leadership InstituteTM and will notbe returned.
Proprietary or confidential information included in my proposal mustbe noticeably stated.
Signature____________________________ Print Name
_________________________________Date__________
2
REQUEST FOR PROPOSALS
for
PROFESSIONAL CONFERENCE
SPEAKERS
2019 MEECO Leadership INSTITUTETM CONFERENCE
www.meeco-institute.org;
https://meeco-conference2019.org/
October 16 to 18, 2019
3
TABLE OF CONTENTS
I. Purpose 3
II. Background 3
III. General Information 4
IV. General Instructions and Selection Process 5
V. Specific Proposal Instructions 5
VI. Timelines and Terms 8
I. Purpose
The purpose of this Request for Proposals (RFP) is to solicit proposals for professional
Conference speakers for the upcoming MEECO Leadership InstituteTM Conference.
Conference speakers selected through this proposal process can expect a wide range of
exposure from conference attendees, members of MEECO, and the Association of Corporate
Executive Coaches (ACEC). Conference speakers are encouraged to attend all Conference
activities, including meals, and breakout sessions free of charge on the day(s) of their
presentation(s).
II. Background
The MEECO Leadership InstituteTM expects conference attendance of 60-75 attendees, the
majority of who will include, but not be limited to, Master-level Corporate Executive Coaches,
Senior Management and OD Consultants, Senior Human Resources (HR) Professionals, and
Organizational Leaders, currently working in coaching and managing leaders.
Conference subjects and topics to be covered must relate to the theme for the conference:
“The Science Behind Executive Coaching Transformation” and should meet the criteria for
eligibility for general, strategic or international recertification credit. The six principal
knowledge areas include:
1. Business Management and Strategy
2. ROI of Executive Coaching
3. Legal and Contracts
4. Practice Line-Extensions
5. Culture transformation
6. Sustainable Leadership
7. Advanced Technologies and Executive Coaching
Conference sessions may be incorporated into various learning tracks.
The Conference will be held at The Island Palm, San Diego, California. The atmosphere will be
one of fun and learning in a business casual environment, with numerous opportunities for
professional development and networking. The Conference will utilize a variety of learning
4
formats, including concurrent breakout sessions and general session Keynote Addresses. The
conference culminates with a Black Tie Gala honoring organizations that will receive their 2019
designation, which represents best in class use of Executive Coaching Employee Enhancement
and/or Corporate Culture. Past recipients’ include the Mayo Clinic; Ford Motor Company; L3
Technologies; MD Anderson Cancer Research Center University of Texas; Rodan + Fields; Rice-
Doerr Institute for New Leaders at Rice University; UCLA Anderson School of Business; Hermes
Airports; Hermes Airports
III. General Information
1. Address questions about this RFP by email, no later than January 05, 2019 until 5:00 pm
MEECO Speakers Committee
info@meeco-conference2019.org
2. All qualified persons are encouraged to submit proposals. MEECO Leadership InstituteTM
does not discriminate against individuals because of race, color, religion, sex, age, disability,
familial status, or national origin.
3. Conference sessions and workshops are available as follows. Speakers may submit
proposals for any or all of the services requested, as a package or separately.
• Concurrent breakout session
one hour (1.0 hour) in length
• Master Classes/Workshop two hours or two concurrent
hours
The MEECO Leadership Institute™ reserves the right to select proposals that, in its sole
discretion, meet the planned events and theme of the Conference as well as the criteria
set forth within this RFP.
• General session keynote address
one hour (1.0 hour)
4. Written proposals are due by email no later than 5:00 p.m. January 29, 2019
Proposals should be submitted to cb@meeco-institute.org using the subject
“Proposal for 2019 MEECO Leadership InstituteTM Conference Speaker.”
5. Proposals submitted by the due date will become the property of The MEECO Leadership
InstituteTM and will not be returned. Proprietary or confidential information included in this
RFP must be noticeably stated in the proposal.
6. Proposals will not be opened publicly. However, all speakers who made proposals will be
notified of the results of this solicitation.
7. The MEECO Leadership InstituteTM reserves the right to distribute your presentation to
attendees of the conference.
8. MEECO Leadership InstituteTM reserves the right to accept or reject any or all proposals or
waive any informality in its selection of Conference Speakers. Speakers must give notice in
writing within two (2) business days after the closing date when exercising their right to
withdraw their proposal. Notice shall be delivered to the Institute via email at: info@meeco-
conference2019.org
5
IV. General Instructions and SelectionProcess
The MEECO Leadership InstituteTM Conference Program Committee will evaluate the proposals
received and select the professional Conference Speakers it desires to participate in the
Conference. The proposals shall be Responsive and Responsible. A proposal is considered
“Responsive” if it conforms exactly to the requirements in this RFP. A proposal is “Responsible”
if the offer has the capability, in all respects, to perform fully the contract requirements and the
moral and business integrity and reliability, which will assure good faith performance. Based on
the selection criteria, the MEECO Leadership InstituteTM Conference Program Committee will
select the Conference Speakers who best meet the needs of the MEECO Leadership Institute TM
Conference Committee. Offers of selection of Conference Speakers shall be at the sole
discretion of the MEECO Leadership InstituteTM Conference Program Committee.
Your proposal shall include a written proposal stating your ability to meet each of the SELECTION
CRITERIA listed below. The proposals will be evaluated considering the following items listed in
rank order of importance with corresponding potential points as shown below in addition to the
basic requirements outlined above.
1. Quality, availability, and adaptability of the services and related products offered in
conjunction with MEECO INSTITUTE COUNCIL’s desired needs for the MEECO
Leadership InstituteTM Conference. The proposal topic must address the Body of
Knowledge set forth by the MEECO Leadership InstituteTM. Presenters may obtain
additional information by visiting https://meeco-institute.org/re-certification/
2. Quality of performance and services to previous and existing clients. Reputation
and experience of the selected Conference Speaker
V. Specific Proposal Instructions
Proposals for Conference Presenters should include the following information in the following
order:
A. A completed and signed proposal information sheet including your full name, title
and company (as applicable), mailing address, phone number with area code, fax
number, and email address.
B. Presentation/Session/Workshop Information.
1. State the proposed title of your presentation, session or workshop. MEECO
Leadership InstituteTM Conference Committee reserves the right to suggest
changes in the proposed session/s and to edit the session title if your
proposal is accepted. Such suggestions are intended to improve the uptake
of knowledge based on the Committee’s keen understanding of its audience
2. In eighty (80) words or less describe your proposed topic for your presentation.
Be sure to address the relevance of your proposed topic to organizational leaders
and Master-level Corporate Executive Coaches. This description will appear in
promotional materials, conference related websites/pages; the MEECO
Leadership InstituteTM Conference program and/or related literature. The MEECO
Leadership InstituteTM Conference Committee reserves the right to revise the
description for consistency and applicability.
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Speaker RFP 2019 v1 4 public version

  • 1. REQUEST FOR PROPOSALS for PROFESSIONAL CONFERENCE SPEAKERS 2019 MEECO Leadership InstituteTM Conference “The Science behind Executive Coaching Transformation” October 16 to 18, 2019 Speaker Request for Proposal We appreciate your time in completing this proposal information sheet. Please submit a signed copy with your proposal package. Be sure to include all of the information requested. Your proposal package will not returned to you. Proposed Presenter Information Name Title (if applicable) Company or Organization (if applicable) Email Address Mailing Address City: __________________________________State__________________ZipCode_________________ Is thishome,workother (please specify) ______________________ Daytime phone number Mobile phone number ProposalPreparer Information If this proposal is prepared by someone other than the Proposed Presenter, please provide his / her contact information below. Otherwise, leave this section blank. Preparer Email Address Daytime phone number Mobile phone number
  • 2. 1 Statement of Understanding By signing this Request for Proposal, I acknowledge that if my proposal is accepted by the MEECO Leadership Institute ™ Committee, I will provide professional conference speaking services pro bono publico or as otherwise specified in this proposal for the good of the Executive Coaching profession and in support of the goals and objectives of the Conference. I agreeto indemnify and hold the MEECO Leadership InstituteTM harmless from any liability and agree to refrain from using any portion of my presentation as a platform to promote products and services, unless I decide to be a Designated Sponsor. Inthis case, I may promote my products and services so long as they “fit” with the topic of my conference presentation. I also understand that my proposal,includingall information I submitwill become the property of The MEECO Leadership InstituteTM and will notbe returned. Proprietary or confidential information included in my proposal mustbe noticeably stated. Signature____________________________ Print Name _________________________________Date__________
  • 3. 2 REQUEST FOR PROPOSALS for PROFESSIONAL CONFERENCE SPEAKERS 2019 MEECO Leadership INSTITUTETM CONFERENCE www.meeco-institute.org; https://meeco-conference2019.org/ October 16 to 18, 2019
  • 4. 3 TABLE OF CONTENTS I. Purpose 3 II. Background 3 III. General Information 4 IV. General Instructions and Selection Process 5 V. Specific Proposal Instructions 5 VI. Timelines and Terms 8 I. Purpose The purpose of this Request for Proposals (RFP) is to solicit proposals for professional Conference speakers for the upcoming MEECO Leadership InstituteTM Conference. Conference speakers selected through this proposal process can expect a wide range of exposure from conference attendees, members of MEECO, and the Association of Corporate Executive Coaches (ACEC). Conference speakers are encouraged to attend all Conference activities, including meals, and breakout sessions free of charge on the day(s) of their presentation(s). II. Background The MEECO Leadership InstituteTM expects conference attendance of 60-75 attendees, the majority of who will include, but not be limited to, Master-level Corporate Executive Coaches, Senior Management and OD Consultants, Senior Human Resources (HR) Professionals, and Organizational Leaders, currently working in coaching and managing leaders. Conference subjects and topics to be covered must relate to the theme for the conference: “The Science Behind Executive Coaching Transformation” and should meet the criteria for eligibility for general, strategic or international recertification credit. The six principal knowledge areas include: 1. Business Management and Strategy 2. ROI of Executive Coaching 3. Legal and Contracts 4. Practice Line-Extensions 5. Culture transformation 6. Sustainable Leadership 7. Advanced Technologies and Executive Coaching Conference sessions may be incorporated into various learning tracks. The Conference will be held at The Island Palm, San Diego, California. The atmosphere will be one of fun and learning in a business casual environment, with numerous opportunities for professional development and networking. The Conference will utilize a variety of learning
  • 5. 4 formats, including concurrent breakout sessions and general session Keynote Addresses. The conference culminates with a Black Tie Gala honoring organizations that will receive their 2019 designation, which represents best in class use of Executive Coaching Employee Enhancement and/or Corporate Culture. Past recipients’ include the Mayo Clinic; Ford Motor Company; L3 Technologies; MD Anderson Cancer Research Center University of Texas; Rodan + Fields; Rice- Doerr Institute for New Leaders at Rice University; UCLA Anderson School of Business; Hermes Airports; Hermes Airports III. General Information 1. Address questions about this RFP by email, no later than January 05, 2019 until 5:00 pm MEECO Speakers Committee info@meeco-conference2019.org 2. All qualified persons are encouraged to submit proposals. MEECO Leadership InstituteTM does not discriminate against individuals because of race, color, religion, sex, age, disability, familial status, or national origin. 3. Conference sessions and workshops are available as follows. Speakers may submit proposals for any or all of the services requested, as a package or separately. • Concurrent breakout session one hour (1.0 hour) in length • Master Classes/Workshop two hours or two concurrent hours The MEECO Leadership Institute™ reserves the right to select proposals that, in its sole discretion, meet the planned events and theme of the Conference as well as the criteria set forth within this RFP. • General session keynote address one hour (1.0 hour) 4. Written proposals are due by email no later than 5:00 p.m. January 29, 2019 Proposals should be submitted to cb@meeco-institute.org using the subject “Proposal for 2019 MEECO Leadership InstituteTM Conference Speaker.” 5. Proposals submitted by the due date will become the property of The MEECO Leadership InstituteTM and will not be returned. Proprietary or confidential information included in this RFP must be noticeably stated in the proposal. 6. Proposals will not be opened publicly. However, all speakers who made proposals will be notified of the results of this solicitation. 7. The MEECO Leadership InstituteTM reserves the right to distribute your presentation to attendees of the conference. 8. MEECO Leadership InstituteTM reserves the right to accept or reject any or all proposals or waive any informality in its selection of Conference Speakers. Speakers must give notice in writing within two (2) business days after the closing date when exercising their right to withdraw their proposal. Notice shall be delivered to the Institute via email at: info@meeco- conference2019.org
  • 6. 5 IV. General Instructions and SelectionProcess The MEECO Leadership InstituteTM Conference Program Committee will evaluate the proposals received and select the professional Conference Speakers it desires to participate in the Conference. The proposals shall be Responsive and Responsible. A proposal is considered “Responsive” if it conforms exactly to the requirements in this RFP. A proposal is “Responsible” if the offer has the capability, in all respects, to perform fully the contract requirements and the moral and business integrity and reliability, which will assure good faith performance. Based on the selection criteria, the MEECO Leadership InstituteTM Conference Program Committee will select the Conference Speakers who best meet the needs of the MEECO Leadership Institute TM Conference Committee. Offers of selection of Conference Speakers shall be at the sole discretion of the MEECO Leadership InstituteTM Conference Program Committee. Your proposal shall include a written proposal stating your ability to meet each of the SELECTION CRITERIA listed below. The proposals will be evaluated considering the following items listed in rank order of importance with corresponding potential points as shown below in addition to the basic requirements outlined above. 1. Quality, availability, and adaptability of the services and related products offered in conjunction with MEECO INSTITUTE COUNCIL’s desired needs for the MEECO Leadership InstituteTM Conference. The proposal topic must address the Body of Knowledge set forth by the MEECO Leadership InstituteTM. Presenters may obtain additional information by visiting https://meeco-institute.org/re-certification/ 2. Quality of performance and services to previous and existing clients. Reputation and experience of the selected Conference Speaker V. Specific Proposal Instructions Proposals for Conference Presenters should include the following information in the following order: A. A completed and signed proposal information sheet including your full name, title and company (as applicable), mailing address, phone number with area code, fax number, and email address. B. Presentation/Session/Workshop Information. 1. State the proposed title of your presentation, session or workshop. MEECO Leadership InstituteTM Conference Committee reserves the right to suggest changes in the proposed session/s and to edit the session title if your proposal is accepted. Such suggestions are intended to improve the uptake of knowledge based on the Committee’s keen understanding of its audience 2. In eighty (80) words or less describe your proposed topic for your presentation. Be sure to address the relevance of your proposed topic to organizational leaders and Master-level Corporate Executive Coaches. This description will appear in promotional materials, conference related websites/pages; the MEECO Leadership InstituteTM Conference program and/or related literature. The MEECO Leadership InstituteTM Conference Committee reserves the right to revise the description for consistency and applicability.
  • 7. 6 3. State the Presentation/Session/Workshop Duration. Indicate the recommended/preferred amount of time that should be dedicated to this subject. 4. Indicate the appropriate program track for your presentation (your presentation can address multiple levels and / or knowledge areas). Please choose at least one from each column. Program Level Master-level Executive Coaches Business Management and Strategy Organization Leaders Program Knowledge Area ROI of Coaching Legal and Contracts Practice Line-Extensions Culture transformation Sustainable Leadership; and Recruiting Master-level Executive Coaches 5. State at least three (3) Learning Objectives for the proposed Presentation/ Session/Workshop. Each objective should specifically indicate the results and outcomes you seek in terms of participants' knowledge, skills, and behavior. For each objective, use the format: “After participating in this workshop, participants will be able to…” 6. State the format for the proposed Presentation/Session/Workshop. i. Lecture (Discourse given before an audience for instruction). ii. Panel Presentation (Group of persons who share responsibilities of discourse before an audience). iii. Group Discussions (Presenter and audience interact and discuss various points of a given topic). iv. Other. Please specify. 7. Describe the handouts, or other materials, you will provide to support your proposed Presentation/Session/Workshop. Conference presenters are asked to allow their presentations to be made available to attendees on the Conference website for two weeks prior to and following the Conference. 8. Describe your AV and / or room configuration requirements. Please note: Each breakout and general session room will be equipped with a laptop computer, projector and screen and presenters equipped with a wireless lavaliere microphone. Additional AV or configuration needs, including Internet access or computer audio projection, must be noted in your proposal and approved by the MEECO Institute Conference Planning Committee. B. Evidence of Professional Qualifications and Credentials. Include relevant education, Professional Certifications, personal and professional awards and/or commendations received personally or as a “key player” in the organization for specific project/s. Include your public speaking experience/s, listing similar presentations with particulars about when, where, size of audience, subject, etc. Use the following format for ease of
  • 8. 7 reference, beginning with most recent: 1. Education: 2. Professional Certifications: 3. Professional Awards/Recognitions: 4. Pertinent References/Testimonies in support of your work: You can also refer the Selection Committee to your corporate or personal website. 5. List up to 5 Public Speaking Engagements, include title of talk, size of audience, when, and where C. Attach a Bio for further elaboration. D. Demonstration of Presenter Ability. Provide evaluation results from a past presentation on the topic and a link or video attachment of you presenting that demonstrates your style and ability. Proposals for general session keynote speakers will not be considered without a video. Preferred videos will include content related to the proposed topic. Videos will not be returned and become the property of the MEEC Leadership InstituteTM. E. Professional References. Provide the names, addresses, telephone numbers and email addresses of three (3) references, specifying the context in which the references know you and are familiar with your skills as a workshop presenter or speaker. F. Biographical Sketch of Speaker. In fifty (50) words or less describe your background and expertise which qualifies you as an expert in your subject presentation within the context of the MEECO Leadership InstituteTM Conference and the executive coaching leadership profession. This description will appear in promotional materials, the MEECO Leadersihp InstituteTM Conference program and/or related Conference literature. MEECO Leadership InstituteTM Conference Committee reserves the right to revise the description for consistency and applicability. G. Co---Presenter/s Information. If co-presenter/s are being proposed for your presentation, please provide their name/s, mailing address/es, phone number/s, fax number/s, and email address/es as well as the same information required in the Specific Proposal Instructions, Items C - G above, for each presenter. H. Statement of Understanding. The proposed presenter’s signature on a completed proposal information sheet acknowledges that he/she will provide professional conference speaking services pro bono publico for the good of conference attendees I. As a speaker, you see value in using social media and other marketing resources to promote your speaking engagement at the conference. J. All speakers agree to attend the conference they speak to develop potential high- level relationships with attendees. There is a discount offered to attend the full conference.
  • 9. 8 VI. Timelines and Terms The selected Conference Speaker will be subject to the following provisions: A. Agreement to Perform Conference Speaking Services. The dates, timelines, and terms of the Conference speaking engagement will be outlined and confirmed in writing by The MEECO Leadership InstituteTM Conference Committee to the selected offerors after proposals are reviewed and finalist are selected. The Timelines to be met are: January 05, 2019 Receive questions about the RFP until 5:00 pm January 29, 2019 Proposals due no later than 5:00 pm February 15, 2019 Conference presenter (names, titles) finalized and offer to selected offers distributed. February 28, 2019 Conference session titles and descriptions finalized. B. Indemnification and Insurance. The selected speaker will indemnify and agree to hold the MEECO Leadership InstituteTM and committee members harmless from any liability, which may be imposed against MEECO Leadership InstituteTM by reason of its acts or omissions. C. Non---solicitation. Marketing and sales to attendees may only be conducted in the Vendor Exhibition area if the Conference Speaker has also contracted to procure a booth. Conference presentations must not be used as a platform to promote products or services. If you are interested in procuring a Vendor’s Booth, please visit contact CB Bowman at cb@meeco-institute.org. Opportunities for sponsorships are also available. D. Discrimination prohibited. MEECO LeadershipInstitute™ Anti-DiscriminationPolicy: 03.05.16. We have zerotolerance fordiscriminationof anytype. If youfeel thatyouhave experienceddiscriminationasa speakerpleasebringittoCB Bowman’s,attentioncb@meeco- institute.org,sothatan immediate actioncanbe takento remediation. MEECO Leadership InstituteTM reserves the right to cancel the engagement with the speaker at any time with or without cause and with or without notice, and in the event of any such cancellation, MEECO Leadership InstituteTM shall have no liability to the speaker as a result of the cancellation, and expenditures incurred by the Speaker in the event of cancelation.