Typical Advisory Board Services of SJR Associates, LLC

 

• Negotiate contract with selected venue

• Coordinate on-site details with the selected venue

• Prepare invitation letter

• Prepare meeting agenda

• Prepare attendee response (RSVP) form

• E-mail/Fax the above

• Track responses (provide regular updates to the client)

• Send 2nd and 3rd invitations if no response to original

• Call invited attendees if no response to e-mail/fax

• Prepare name tend cards

• Prepare name badges (if required)

• Prepare and distribute honorarium checks at the conclusion of the meeting (Note: these are brought to the meeting and distributed on-site).

• Provide an on-site laptop computer and 2000 lumen data projector   

• Provide on-site logistical support

• Prepare a moderators guide outlining appropriate questions of attendees

• Lead off the meeting, handle introductions

• Moderate the meeting, maintain flow and asking questions, soliciting feedback

• Providing meeting close and obtaining final comments

• Prepare and distribute a post meeting evaluation/survey

• Collect and tabulate the post meeting evaluation/survey

• Send the post meeting evaluation/survey to the client within 1-2 days after the meeting

• Prepare and send billing/invoicing for the meeting

• Produce and mail IRS required 1099 forms at year end to attendees per IRS regulations

• Arrange flights and airline ticketing (if required)

• Arrange airport transportation (if required)