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Sales executives, event managers and technical writers can use this sample training guide structure to design customized user manuals that sparkle with the WOW factor.
With the global economy expected to slow in 2009, many North American companies are looking to boost their sales through promotional campaigns and special marketing events. That’s because successful marketing projects drive consumer foot traffic into retail outlets and increase Internet shopping. Local Event Staff OpportunitiesMultinational marketers develop special event programs to be replicated in different cities around the world. Many campaigns are repeated annually or throughout the year. Examples range from interactive computer games with chances to win exciting prizes, pizza-eating contests and dark chocolate sample giveaways. Rather than pay for a full team of employees to travel and stay at expensive hotels in participating cities, marketing management usually hires experienced and knowledgeable local staff to serve as brand ambassadors and product representatives. Special Event Training GuidesStill, event training for local staff can be expensive whether training is done via conference phone calls or in person. A clear and well-organized training guide saves time and money. Distributed as an email attachment, a point-form user manual ensures that participants receive consistent communication. Below is a description of the document sections from an effective marketing event training guide. Program OverviewThe following program overview structure presents the who, what, when and why of the promotional campaign. The first subsection is a program snapshot that gives a succinct summary of the principal parties (typically the client and the local marketing agency) who worked together to develop the special event, with a brief reference that states how long the event will last and where it will take place, immediate short-term sales goal of the promotion as well as long-term term objectives like increased brand recognition. Other subsections include:
Client Profile And ContactsThe client section consists of two subsections, the company profile and contacts. A typical company profile lists the core product and services that the client offers, annual revenues, number of employees or associates, network of national and international stores, number of dealer stores and specialty outlets, range of merchandise categories sold plus a an additional sub-point bullet for specialty services. The client contact passage has separate bullets for the client’s address, any special hours (if promotion is over the holidays) and the company website (particularly important where the client has an online store). Program LogisticsThe program logistics section starts with a brief introductory statement that repeats that the program goal is to intrigue shoppers throughout the event. Also included are illustrations of major event elements, plus:
Staff OrganizationThe staff organization section identifies the team reporting hierarchy (e.g. one event manager, one assistant manager and 20 brand ambassadors). The section then outlines in point form the major responsibilities and skills required to perform each role. Some roles will have multiple responsibilities listed according to where they are positioned at the event location. Another subsection documents what clothing the local staff must bring to an event (e.g. white shirt and black pants) as well as client-provided attire (e.g. circus jacket with clown buttons). Interaction Guidelines Including Media InquiriesThe interaction guidelines reiterate the need for brand ambassadors to communicate professionally at all times. Examples are given to help local staff overcome possible misunderstanding or other difficult situations, as may happen when consumers demand extra gift bags. Specific instructions on how to handle media inquiries are also presented. Brand ambassadors are taught to politely direct newspaper, television and radio journalists to the event manager. Many event training guides also record the contact information for the client media representative in charge of questions from media personnel including local newspapers, radio and television stations. Useable Training Guides Service Audience NeedsWhile some marketing companies include an extensive set of appendices, experience shows that few trainees read any appendix material. The appendix section of the special event training guide is best replaced by an effective index that supplements a well-organized table of contents. That’s because the table of contents and an index make the information in the special events training manual more accessible to the audience and therefore useable.
The copyright of the article Special Event Training Guides in Multinational Expansion is owned by Daniel Workman. Permission to republish Special Event Training Guides in print or online must be granted by the author in writing.
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