Corporate Visit Agenda
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Every day brings new projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel every time you start to work on something new!
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Insert Name of Visiting Organization Site Visit Insert Date Agenda Time Topic Staff 99:99 am Introductions Facility Tour List your staff (name and title) who will participate in the discussion 99:99 am General Discussion • Reasons for partnership • Experience with Daxko • Results since launch List staff who will participate in the discussion 99:99 am Membership • Individual, family corporate memberships • Front desk operations List staff who will participate in the discussion 99:99 pm Lunch 99:99 pm Programs Online Tools • Program setup onsite registration • Online program registration • Online donations List staff who will participate in the discussion 99:99 pm Finance Reporting • Accounting procedures • Payment processing • Reporting List staff staff who will participate in the discussion 99:99 pm Partnership • Implementation, Training, and Support • The Community (online) • Self-paced training tools • Customer blog • Customer conference • Releases communication List staff who will participate in the discussion Staff Introductions Name Title Number of years role Name Title Number of years role Name Title Number of years role Name Title Number of years role Location Provide the physical address and driving directions to your office/center..
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