ANA Marketing Training & Development Center - Virtual Workshop Training Brief and Agreement Survey

1.Workshop Training Brief & Agreement

As part of membership, ANA Member companies are oﬀered a half-day training benefit*, through the ANA’s Marketing Training & Development Center (“MTDC”.)

Your half-day workshop training beneﬁt may also be applied towards a more robust training program. If you would like to learn more about this option, please contact your MTDC Regional Manager, or email training@ana.net.

Based on your needs, the workshop may be customized to address your company's unique initiatives or challenges. Customization can include the development of new training modules, research into additional company-speciﬁc case histories, or the incorporation of your unique processes and procedures. If you want a customized program, there will be a content development fee, which will be discussed after the scope is determined. Note, a condensed workshop may incur additional fees, if the workshop will need to be redesigned.

The ANA MTDC has found that the following contribute signiﬁcantly to a successful workshop experience:

- Senior Management support of workshop topic, goals, objectives, and a willingness to attend the workshop

- Championing and marketing the workshop internally

- Participation in a full brieﬁng session with the facilitator on a pre-workshop kick-off call

- Encouraging participants to complete a post-workshop survey, which the ANA will provide

*The half day workshop training beneﬁt is available to ANA members whose dues are current and it may not be transferred to another company.

1.The “owner” of the half day workshop is the individual within your company that is the principal ANA MTDC contact (known as the ANA Member Rep). This person must approve the use of your half day member benefit. If you do not know who this person is within your company, please contact us at training@ana.net.

Please initial below to confirm that you are the "owner" of your company's half day benefit or that you have obtained the permission of the owner to utilize this benefit.(Required.)

2.To utilize your half day virtual workshop beneﬁt, please provide the workshop title here:

3.General Information:(Required.)

Today's date:

Company:

Person Completing Workshop Agreement:

Title:

Email Address:

Cell Phone Number:

Name, email, and phone number of workshop coordinator, if different:

Who typically spearheads learning initiatives within the organization? Will they be involved with the planning and/or execution of this training?

With a few exceptions, ANA MTDC uses Zoom to deliver virtual training. Are you and all attendees able to download and access the Zoom application?

Please provide us with a range of desired date(s) for your Workshop (a minimum of 6-8 weeks lead time is desired):

For your workshop, please indicate your preferred 3-hour time frame and time zone. When choosing a time, bear in mind that a lunch break is typically not provided. Virtual workshops that are delivered earlier than 9am EST or later than 5pm EST may incur an incremental administrative fee

Are you planning this workshop to tie it into an existing event (summit) or more comprehensive learning program? Provide details:

For the best user experience, we recommend learners attend individually from their laptops. If you anticipate a different set-up (eg having multiple learners in a room), please connect with your training contact ASAP, or make a note here, so we can discuss if/how to accommodate.

4.For the following questions, please provide detailed information to ensure we understand your workshop audience, business challenges, and objectives. This information will be shared with your workshop facilitator prior to our kick-off call.(Required.)

What is your team’s past experience with virtual training?

How many people will participate in the workshop (max of 30 per workshop)?

Is attendance mandatory or voluntary?

Will one or multiple teams be participating (please list all expected functional areas)?

What is the expected level of the group (please list participant titles: VP, Director, Manager, etc…)?

Considering the attendees, is there a specific group or level that should be the focus of the workshop?

What are the strategic priorities or business challenges that led to selecting your speciﬁc workshop topic?

What are your training objectives and goals, and how will you define success for this training?

Who are your primary competitors and what percentage of your business is B-to-C and B-to-B?

What else should we know about your organization that will help to ensure that the ANA MTDC delivers a winning workshop?

5.To maximize your workshop experience, a recommended best practice is for a senior marketer to be involved in workshop selection, the kick-off call, and either opening and/or participating in the workshop. How will a senior marketer be involved in your workshop (please check all that apply)?(Required.)

Workshop selection

Workshop input and direction on the pre-workshop instructor call

Opening the workshop to set expectations and objectives

Attending the workshop

Senior marketer will not be involved

6.For the following workshop policies, please initial in the text box below to conﬁrm your agreement. If you have any questions about the items below, please contact your Member Relations representative prior to submitting this Workshop Agreement.

While the ANA MTDC covers the tuition for delivery of your standard, non-customized workshop, you agree to: Socialize invitations to learners, incorporating key details provided by the ANA’s MTDC, ensure that all attendees have access to the virtual platform that will be used for the workshop, and participate in a brief tech check with the ANA MTDC to ensure all aspects of the virtual workshop will function properly, and if not, collaborate to troubleshoot.(Required.)

7.The ANA will provide digital copies of Workshop materials. Member may be responsible to socialize to learners prior to the workshop. You agree that the ANA and/or its facilitators retain all intellectual property rights to all and any deliverables that the ANA and its facilitators share with your company. The ANA certiﬁes that all of your company’s intellectual property materials that may be used to customize the training workbook shall remain yours and will not be shared with any third party. You are granted a limited, perpetual, revocable, non-sub licensable, and non-transferable license to utilize the deliverables for the purpose of this training program only. Sharing with anyone outside of the training is not permitted.(Required.)

8.Workshop Cancellation and/or Rescheduling Policy: Prior to a written workshop date conﬁrmation, all dates are considered “soft” holds. In the event the facilitator for your session is asked to lead another workshop, ANA MTDC will give you three (3) business days to conﬁrm the “soft” booked date. If the “soft” booked date is not conﬁrmed, the date will be released.

*Once a workshop date is conﬁrmed in writing there is a rescheduling / cancellation policy: 1. If your workshop is canceled within 15 days of the conﬁrmed date there is a $1,000 cancellation fee plus any customization and non-refundable travel fees and other non- refundable out of pocket facilitator costs which result due to the workshop being cancelled. 2. If a cancelled workshop is subsequently rescheduled within 5 days of cancellation, 50% of any workshop cancellation fees, except for any customization or nonrefundable facilitator travel costs or penalties, will be credited back to you.(Required.)

9.Workshop Recording Policy: No ANA workshop may be screen-captured or recorded without the expressed written consent of the ANA at least two weeks prior to workshop delivery. If recording is requested, there will be an incremental cost, which you will discuss with your MTDC Regional Manager.(Required.)

10.Concurrent Virtual Training Policy: No workshop may be concurrently delivered in-person and virtually (i.e. webinar or video conference), without the permission of the ANA at least two weeks in advance of your workshop delivery.(Required.)

11.Next Steps: Upon completion of this workshop agreement, your MTDC learning partner will secure an instructor for your workshop. A kick-off call with you and the instructor will follow to review your workshop objectives and deﬁne workshop success. By clicking "done" you are agreeing to all terms above. If you have any additional comments, please include below: