The MDM Institute: Full Day Strategy Session Request

Submit an Onsite Full Day Strategy Session Request

Please enter your details in alpha & numeric characters only. = Mandatory fields

Enterprise/Business Information

Advisory Council NDA On File? (YES/NO/IN PROCESS/DON’T KNOW)

Enterprise/Business Name

Overview:

Provide a brief description of company/products/target markets – Hoovers’ or Yahoo Finance business overview is sufficient

URL

Organization's Primary Phone

Include country & area/city codes

Briefing Information

Briefing Title

Provide a brief, compelling title that depicts your company & briefing agenda.
This title will be displayed in the subject line of e-mail correspondence & in analyst calendars.

Type

If "Other", please explain

Working/”Strawman” Agenda (topics & allocated # of minutes expected)

Provide sufficient detail so analysts can determine the relevance of your request to their core research agendas. Analysts base their acceptance of a briefing upon the detail you provide.

Coverage Area Applicable to your Briefing
Select one coverage area or industry. To ensure thorough exposure, your request will be circulated to the relevant analyst covering this research area.

Preferred Briefing Venue

Telephone (Note: Multi-Participant Telephone Briefings are to be scheduled on Enterprises’s Teleconference Bridge)
Web Demonstration (Note: Provide web access details when confirming a date and time for a briefing so we may add this information to the analyst calendars. Please note audio portion of demo will still take place via the requesting enterprise’s conference bridge. Analysts still request an electronic presentation in advance of a briefing)
In-Person
For an In-Person briefing, provide the full address location below:

Enterprise’s Participant #1 Information

Name

Phone

Title

Email

Short Biography

Provide sufficient detail so analysts can determine the level of detail required to meet your expectations. URL for LINKED IN public profile can also suffice.

Enterprise’s Participant #2 Information

Name

Phone

Title

Email

Short Biography

Provide sufficient detail so analysts can determine the level of detail required to meet your expectations. URL for LINKED IN public profile can also suffice.

Enterprise’s Participant #3 Information

Preferred MDM Institute Analysts

Please leave this section blank if you are uncertain of which analysts you'd like to brief. Our Vendor Briefings Team will gladly inform the analysts most appropriate for your request. Scheduling is based on the primary analyst's interest level & availability. Lead time for scheduling increases as the number of requested analysts increases.

Scheduling Logistics

Month

Date

Start Time

Duration

Briefings are 30-60 minutes maximum

Time Zone

Enter the time zone of the vendor speakers or participants. MDM Institute will make every attempt to meet your preferred date; however, certain analysts’ calendars book two or more weeks out.

Will you provide an electronic presentation for this briefing?
MDM Institute analysts find presentation materials very useful & effective during briefings. They prefer to receive them at least three days prior to your scheduled briefing to ensure analyst preparedness. Our analysts use presentation materials for note-taking during your briefing. In addition, your materials are posted to the MDM Institute´s central repository for global research access.
Yes
No

Comments / Special Handling Instructions

Meeting Scheduler's Contact Information

Name

Email

Direct Phone

Include country & area/city codes

Mobile

Include country & area/city codes

Back-up Contact Details

Name

Direct Phone

Email

Region

Once we have received your online Vendor Briefing application, we will immediately provide you with an acknowledgement screen notice & within 1 or 2 business days a follow-up email with point of contact details for processing.