Sharon Sarles Seminars/ Organizational Strategies



Training & Speaking Request Questionnaire


Sharon would like to meet your specific needs with her presentation. Please take a few moments to help do this. We have filled out any answers we could answer. Please check these and make additions. When you send this form back to us, please include any information about your group that might help Sharon understand your needs, your goals, and your hopes for your group. Feel free to type information in as needed to communicate – or call on the telephone.


Please return to Sharon Sarles Seminars no later than __ ____. If you have any questions, please call us at __512/249-7629 ___ or ___ info@orgstrat.net_____.


Presentation Title__________________________________________ Date___________


Start time ___________________ End time ___________ Place & Room # if applicable_________


Tell us about your people.


How many participants?


What do they most need to hear?



What kind of event are you planning?



What goal(s) are you reaching for with this event?


With this presentation?




What kind of change would you like to see?



Introducer’s name, title, and phone number:




What speakers have you used in the past who covered topics related to material Sharon will be presenting for you? What did you like or dislike about these presentations?




Sharon can plan with you so that your training event will have true and lasting impact.



What else should the speaker know in order to make sure the event meets it mission and everyone is delighted?



For breakout sessions:


Who is the keynote speaker?


What is to happen just before Sharon speaks?


If earlier speakers overrun their allotted time, would you prefer that Sharon get you back on track or that she present all that was planned for her time allotment?


Sharon Sarles Seminars


Organizational Strategies


Invoice for Payment and Agreement to Engage



Please fill this form out, and return to Sharon Sarles P.O. Box 971 Cedar Park, Texas 78630



Sharon Sarles is engaged as a speaker for












Person in charge:






Theme of event:



Date(s) of engagement:



Location of engagement: room : _________________



Time and duration of presentation:



The audience is: _____________________________




Speaking fee: _______________


Expenses _________________


Materials _______________________________Copying of handouts ____



A non-refundable deposit of ___________ is required to secure this date.


The balance of ___________ is payable on day of presentation. (Current industry standard requires that payment be made a week before presentation, but Sharon wants to be sure you are happy with the presentation. Be sure to discuss with Sharon your needs immediately/now, before the presentation, and during. Even Sharon can not change what is in the past!)



Because of the potential loss of income to the speaker, because the time has been used for preparation


and saved for the presentation, cancellation of this date less than ninety (90) days before event carries a penalty.



If canceled more than 90s days from the presentation, the deposit is not refunded.


If canceled less than 90 days, but more than 60, 50% of the remaining fee is due, upon cancellation.


If canceled less than 60 days but more than 30 days, then 75% of remaining fee is due, upon cancellation.


If canceled less than or equal to 30 days from agreed date to speak, the entire balance is due.



Expense reimbursement are due upon receipt in the United Sates. In practical fact, this often means that the accounting


department pays expenses somewhat after the presentation day. Please be sure they know “due upon receipt.” Airfare to foreign countries must be reimbursed in advance.



Who should be contacted in accounting, if necessary? ____________________________










Your speaker needs to be available in a timely and refreshed manner for your group.


In case of out of town engagements: speaker will be staying at:


Speaker will be transported from airport by:


Speaker will be transported to meeting site by:


How long does it take to get from airport or hotel to meeting site?



If questions, difficulties, or an emergency should arise, speaker should contact: _________________________ at ____________________________________



Alternate contact: ________________________________



Here is Sharon Sarles’ cell # 512. 534-5425



Recording and video recording are welcome, but must be arranged in advanced with speaker. No private recording is permitted. Agreement concerning recording is: _______________________________________________________________________________




Signed____________________________________________ Date_________









Phone ____________________________ Email ____________________________