The document provides details about an upcoming event including the date, location, overview, agenda, attendees, and the principal's role. The event will take place on [Day of the Week], [Month] [Date], [Year] at [Location] and will include a [Event Breakdown] (e.g. 50min presentation and 10min Q&A). There will be approximately [#] total attendees from [Titles/job functions] and from [Countries/regions]. The principal will [Activity] from [Time] to [Time] and the objectives are to [Objectives]. [Number] key messages and [Hot buttons/questions] are outlined for the principal. [Additional docs] are attached

1. Instructions: **Please delete this instruction section once you’ve filled out template**
• Items in blue font are instructions ... Items in red font are for you to fill-in-the-blank
• Critical items must be highlighted in the document in yellow
Event Name
[Day of the Week], [Month] [Date], [Year] ... [Beginning Time]-[Ending Time]
[Location]
[Event Breakdown] (e.g., 50min Preso / 10min Q&A)
Event Overview:
• One sentence description of event...
o Basic details re event... Sponsor, theme, key speakers, company’s overall participation,
etc.
• Purpose of event...
o Event planner’s objectives / company’s objectives
• Principal’s participation in the event...
o His/her role / Whether participated before / Who will meet and introduce him/her / etc.
Agenda:
> Please provide a separate copy of the full agenda
> Fill in part(s) of event relevant to principal in boxes below ... highlight in yellow his specific portions
X:XX xm Activity / People involved (e.g., “You speak / deliver demo,” “Joe introduces you”)
X:XX xm Activity / People involved
X:XX xm Activity / People involved
Attendees:
> If 15 or fewer attendees... List names below, and fill out picture / bio briefing doc
> If 15+ attendees... We need an attendee list with companies / names / titles
> Additionally, if there is someone you’d like him to meet or be specifically aware of ... please call this out
and fill out the bio form
• Attendee overview... [#] total attendees
o Titles / job functions breakdown
e.g., 3 VPs, 25 HR, 30 SEs, 20 CA, etc.
o Theater breakdown
e.g., 30% UK, 20% India, 50% China … only for large audiences
• [Organization name] attendees...
o List here... names / titles / pronunciation if necessary
• Company attendees...
o List here... names / titles / pronunciation if necessary
• Press [will / will not] be attending...
o If yes, please list names / publications
• [Financial / Industry] analysts [will / will not] be attending...
[EVENT NAME] • [EVENT DATE] • Page 1 of 2

2. o If yes, please list names / organizations
Principal’s Role:
• Format of activity / length of each segment
e.g., 45min keynote / 15min Q&A
• Specific objectives you’d like him/her to achieve / topics you’d like principal to address...
e.g., “Build relationships with key CXOs,” “Help analysts understand TelePresence,” “Emphasize
the importance of security,” “Thank customers for their business,” etc.
Key Messages:
• Top 3-5 key messages you’d like principal to address
You Should Know:
• Hot buttons / key issues or questions that may arise
• Additional details principal needs to know, but that don’t need to be highlighted up front
e.g., Website where we can find additional information? ... Will the event be videotaped / if so, what
is the distribution ... Background or historical information (e.g., past evaluation scores)
Additional Information Attached:
• List additional background documents you’re attaching
e.g., bios, fact sheets, etc.
Key Contacts:
> Please list people we can contact for logistical and / or content information in this format:
• [Name], [Title] / [Organization] ... (w) XXX-XXX-XXXX, (c) XXX-XXX-XXXX
• [Name], [Title] / [Organization] ... (w) XXX-XXX-XXXX, (c) XXX-XXX-XXXX
• [Name], [Title] / [Organization] ... (w) XXX-XXX-XXXX, (c) XXX-XXX-XXXX
[EVENT NAME] • [EVENT DATE] • Page 2 of 2