CMO · Toolkit · Intermediate · Saves 30+ hours
Event Speaker Management Kit
A kit for managing event speakers from recruitment to delivery.
What's included
- Speaker Recruitment
- Speaker identification
- Outreach templates
- Agreement templates
- Compensation guidelines
- Content Development
- Content brief
- Review process
- Feedback delivery
- Deadline management
- Speaker Preparation
- Rehearsal process
- Presentation guidelines
- AV orientation
- Day-of logistics
- Post-Event
- Thank you process
- Content release
- Relationship maintenance
Best used when
- Recruiting speakers for events
- Managing speaker content development
- Preparing speakers for delivery
- Building long-term speaker relationships
Why this is Gold
Speaker management is often chaotic. This kit creates smooth speaker experiences that lead to better content.
The template
The Template
SPEAKER RECRUITMENT
Speaker Identification Matrix
| Source | Quality | Availability | Cost |
|---|---|---|---|
| Customers | High (authenticity) | Medium | Free/low |
| Industry experts | High | Low | $-$$ |
| Internal executives | Medium | High | Free |
| Partners | Variable | High | Free |
| Analysts | High | Low | $$ |
Speaker Outreach Template
SPEAKER OUTREACH EMAIL
Subject: Speaking invitation: [Event Name] on [Date]
Hi [Name],
I'm reaching out because [specific reason you chose them—be genuine].
We're hosting [Event Name] on [Date] in [Location/Virtual],
and I think you'd be a great fit for a session on [topic].
Details:
• Event: [Event Name]
• Audience: [# attendees], [audience profile]
• Session: [Format], [duration]
• Topic: [Suggested topic]
• Date: [Date]
• Location: [Venue/Virtual]
[If applicable: Compensation/travel covered]
Would you be interested in discussing? I can share more
details about the audience and what we're hoping to achieve.
[Your name]
Speaker Agreement Template
SPEAKER AGREEMENT CHECKLIST
EVENT DETAILS:
☐ Event name and date
☐ Session title and format
☐ Time slot
☐ Location/platform
SPEAKER RESPONSIBILITIES:
☐ Content deadline
☐ Rehearsal participation
☐ Day-of arrival time
☐ Q&A participation
ORGANIZER PROVIDES:
☐ Travel/lodging (if applicable)
☐ Compensation (if applicable)
☐ AV equipment/support
☐ Promotion of session
☐ Recording rights/usage
CONTENT RIGHTS:
☐ Recording permission
☐ Content ownership
☐ Distribution rights
☐ Attribution requirements
SIGNED: _____________ DATE: _____
CONTENT DEVELOPMENT
Speaker Content Brief
SPEAKER CONTENT BRIEF
EVENT: _______________
SESSION TITLE: _______________
SPEAKER: _______________
FORMAT: ☐ Keynote ☐ Panel ☐ Breakout ☐ Workshop
DURATION: _____
AUDIENCE:
Profile: _______________
Knowledge level: _______________
Expected attendance: _____
OBJECTIVES:
Attendees will learn:
1. _______________
2. _______________
3. _______________
KEY MESSAGES:
Must include:
• _______________
• _______________
Avoid:
• _______________
CONTENT GUIDELINES:
☐ No competitor mentions
☐ Include actionable takeaways
☐ Use customer examples
☐ Interactive elements required
DEADLINES:
Outline due: _______________
First draft due: _______________
Final slides due: _______________
Rehearsal: _______________
Content Review Process
| Stage | Owner | Timeline | Feedback |
|---|---|---|---|
| Outline | Speaker | 4 weeks out | Accept/revise topics |
| First draft | Speaker | 3 weeks out | Detailed feedback |
| Revision | Speaker | 2 weeks out | Minor adjustments |
| Final | Both | 1 week out | Approved |
SPEAKER PREPARATION
Speaker Prep Checklist
SPEAKER PREPARATION CHECKLIST
2 WEEKS BEFORE:
☐ Final content submitted
☐ Bio and headshot received
☐ Travel arranged (if needed)
☐ Tech requirements confirmed
1 WEEK BEFORE:
☐ Rehearsal scheduled
☐ AV orientation planned
☐ Day-of schedule shared
☐ Contact information exchanged
DAY BEFORE:
☐ Final slide version confirmed
☐ Arrival time confirmed
☐ Any last-minute questions
DAY OF:
☐ Arrival and check-in
☐ Green room/prep space
☐ AV check complete
☐ Session run-through
☐ 15-min pre-session briefing
Speaker Briefing Document
SPEAKER BRIEFING
DAY-OF LOGISTICS:
Arrival time: _______________
Check-in location: _______________
Contact person: _______________
Phone: _______________
YOUR SESSION:
Time: _______________
Room: _______________
Duration: _____
Format: _______________
BEFORE YOUR SESSION:
☐ Arrive at room 15 min early
☐ Meet AV tech
☐ Test slides/clicker
☐ Confirm water/supplies
DURING SESSION:
☐ Mic check
☐ Time signals from back
☐ Q&A process: _______________
☐ Recording: ☐ Yes ☐ No
AFTER SESSION:
☐ Return equipment
☐ Stay for audience questions
☐ Photo opportunity
Rehearsal Format
| Component | Duration | Focus |
|---|---|---|
| Tech check | 5 min | Slides, audio, video |
| Full run-through | 30-45 min | Timing, flow |
| Feedback | 10 min | Adjustments |
| Q&A prep | 5 min | Anticipated questions |
POST-EVENT SPEAKER CARE
Thank You Process
POST-EVENT SPEAKER FOLLOW-UP
WITHIN 24 HOURS:
☐ Send thank you email
☐ Share initial attendance/feedback
☐ Confirm recording availability
WITHIN 1 WEEK:
☐ Share detailed feedback/scores
☐ Send recording link
☐ Request permission to share
☐ Connect on LinkedIn
WITHIN 1 MONTH:
☐ Send full event recap
☐ Share content performance
☐ Discuss future opportunities
☐ Add to speaker database
SPEAKER DATABASE FIELDS:
• Contact information
• Past sessions
• Topics of expertise
• Feedback scores
• Availability/fees
• Relationship notes
Speaker Relationship Nurture
| Timing | Action | Purpose |
|---|---|---|
| Post-event | Thank you + feedback | Appreciation |
| Monthly | Relevant content share | Stay connected |
| Quarterly | Check-in call | Relationship |
| Annually | Event invitation | Repeat engagement |
Frequently asked questions
What is the Event Speaker Management Kit?
A kit for managing event speakers from recruitment to delivery.
Who is the Event Speaker Management Kit for?
It is built for CMOs and their teams working on Event Marketing. The AI coach adapts it to your company, stage, and goals.
How long does the Event Speaker Management Kit take to use?
It saves roughly 30+ hours versus building from scratch. Our AI coach can tailor the toolkit to your situation in minutes, then hand you a step-by-step plan.
Is the Event Speaker Management Kit free?
Yes. You can read the full toolkit and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the Event Speaker Management Kit?
The coach teaches you the framework, asks a few questions about your business, tailors the toolkit to you, and gives you measurable next steps to execute.