Information Package Content
After you finalize the membership of your CDAT and schedule your kick-off meeting, we recommend you send each team member an information package several days before the meeting. By giving everyone the material in advance you will help inform and prepare them.
Suggested items to include in the information package:
Cover letter [Example included below]
This letter welcomes the participants and confirms the details of the kick-off meeting. You may want to include a link to the CPD-Resources site so they can review the information there.
Your goals and timelines
List of members and contact information [Example included below]
- Full and correct spelling of name
- Organization, if relevant
- Telephone and email information, with alternates if required
- Brief bios (you may ask the individual to provide this, or you may write a draft and submit it to the individual for editing and approval)
Calendar [Example included below]
First draft of a 12-month view, with a separate section clearly identified for each month.
Include an explanation as to how you will update and distribute or post the calendar.
Operating guidelines
- Complete copy of the operating guidelines and other ground rules.
- You may wish to provide a draft version with a comment column to allow the team member to make notes while reading through it before the kick-off meeting.
Example Information Package Cover Letter
Your Name
Your Address
Your City, State, Postal Code
Your Telephone
Your Email
Date
Member Name
Member Address
Member City, State, Postal Code
Dear _____,
Thank you again for agreeing to be a part of [my or our] Career Development Accountability Team (CDAT). I am deeply appreciative of your willingness to participate.
A set of materials is enclosed in this package for your review prior to our kick-off meeting. The kick-off meeting details are as follows:
Location:
Date:
Starting time:
Duration:
If you have any questions, please let me know. Further information about the purpose and function of the CDAT can be found at www.cpd-resources.com.
I look forward to seeing you at the kick-off meeting and working with you through this process. [Note: If you would like to set up a special gathering of some type, you can mention it in your cover letter…]
We will meet by [preferred form of communication media] for the most part. However, I would like to extend an invitation now for you to attend a 4-hour meeting at the beginning of the fourth quarter to review the work of the team and my progress. You will be my guest for lunch at the end of the meeting at [location].
Regards,
Your Name
Enclosures:
1. Goals and timelines
2. CDAT member contact list
3. Calendar; update and distribution process
4. Draft of operating guidelines for team review
Example CDAT Member Contact List
Member Merry Person
Organization gosales.com
Telephone 512-555-1212
Email mperson@gosales.com
Bio
Merry is a recognized expert in sales force compensation. She has published several books and articles and currently writes a monthly column that is syndicated in the U.S. and Europe. Before founding her online consulting company Merry worked for several large international consumer goods corporations in various sales management positions. Merry is also an attorney specializing in sales compensation law and this expertise helps her assist clients with legal issues related to developing and managing an international sales force.
Member #2
Organization
Telephone
Email
Bio
Text goes here...
Member #3
Organization
Telephone
Email
Bio
Text goes here...
Member #4 (if you choose to have four people)
Organization
Telephone
Email
Bio
Text goes here...
Example CDAT Calendar
First Quarter (June - August)
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Meeting Date
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Comments
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| June |
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| Member selection and confirmation |
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| July |
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Kick-off meeting
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Follow-up personal calls
|
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| August |
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Monthly session
|
|
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Quarterly review summary
|
|
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Second Quarter (September – November)
| September |
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Monthly session
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Follow-up personal calls
|
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| October |
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Monthly session
|
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Follow-up personal calls
|
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| November |
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Monthly session
|
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Quarterly review summary
|
|
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Third Quarter (December – February)
| December |
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Monthly session
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Follow-up personal calls
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| January |
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Monthly session
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Follow-up personal calls
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| February |
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Monthly session
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Quarterly review summary
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Fourth Quarter (March – May)
| March |
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Monthly session
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Follow-up personal calls
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| April |
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Monthly session
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Follow-up personal calls
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| May |
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Monthly session
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Final written summary
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Calendar Update and Distribution Process
[Name] will update the calendar throughout each month and email it as a separate attachment with the agenda prior to each monthly telephone conference.
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