Submit request 4-6 weeks in advance
- Submit requests via SFDC (account and opportunities)
- Associated opportunity is ideal
- Quality of experience and level of engagement is directly related to advance notice and planning
Determine the desired outcome
- Identify a core theme, key message, or business outcome that you want all sessions to call back to
- Share this with all discussion leaders so they can work it into their presentations and messaging
Do not confirm date with customer before the EBC
- CEC frequently has multiple events on the same day
- Submitting the request allows the host to check date availability
- If preferred date is not available, contact CEC team directly
- EBC team will not be able to support briefings at other HQ locations
Involve the customer in agenda planning
- Keep a champion involved during agenda ideation to ensure relevancy of topics and the identification of proper discussion leaders and attendees (impact)
- BREAKS: leave time for interaction. Full agendas with little to no breaks may lead to information overload. Many times, new insights are discovered during casual conversations.
Briefings require an Illumina host
- If requestor can not be in attendance, a host must be identified.
- CEC team can meet and greet when needed, but can not act as briefing host
ELT participation
- ELT coordination requires additional time and effort, and their availability is not guaranteed.
- Be able to clearly articulate the value of their participation and why their attendance is critical to the engagement