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BUSINESS PLANNING CONFERENCE 
PREPARATION MEETING 
1.	Desired Results: 
a.	All attendees understand why and how goal-setting technology works and 
why it is necessary for achieving desired results in organizations. 
b.	All attendees learn specific, practical techniques for applying goal-setting 
technology when working with individuals (e.g., people who report to 
them; peers; customers; suppliers; etc.) and teams (e.g., their 
departmental team of subordinates; the supervisory, management, or 
executive team of which they are a member; etc.). 
c.	All Business Planning Conference (BPC) participants understand and 
agree on the results to be achieved at the conference: 
	(1) 	understand the elements of the Performance Management System 
(PMS); 
	(2) 	decide which PMS elements will be developed for the organization; 

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(3) 

decide other objectives or results to be achieved. 

d.	Decide preparation required; 
	(1) 	client/customer assessment data; 
	(2) 	vendor/supplier assessment data; 
	(3) 	environmental scan data; 
	(4) 	internal organization assessment data; 
	(5) 	other as desired (e.g., marketing and/or sales plan or data; 
financial information; etc.). 
e.	Decide BPC specifics: 
	(1) 	attendees; 
	(2) 	dates and times; 
	(3) 	location; 
	(4) 	attire; 
	(5) 	recreation; 
	(6) 	other as desired (e.g., social events; meals; etc.). 
2.	Participants 
	a. 	All people who will attend the BPC; 
C J. McNeil & Associates, Inc .• P.O. Box 3447 • Rancho Santa Fe, CA 92067 • (619) 756-2136 

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b.	Other organization people if "Managing for Results"(see 1.a. and 1.b. 
above) presentation is to be included. 
3.	Agenda and Preparation 
a.	The agenda should include the items in 1.a. through 1.e. above. 
b.	No preparation is required. 
c.	Provide a complete set of handouts at that time. 
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C J. McNeil & Associates, Inc .• P.O. Box 3447. Rancho Santa Fe, CA 92067 • (619) 756-2136