Template · free
Dealer meet agenda template
A one-day dealer or partner meet agenda that spends the morning on information and the afternoon on clinics, a quiz and awards. Twenty-two slots carry a purpose, an owner, the group they are for and the app action that goes with them.
No sign-up needed.
Who it is for
- Sales and channel leads running a dealer or distributor meet
- Corporate event managers supporting a partner meet
- Regional heads who run the breakout rooms
How to use it
- Start with the purpose column. If a slot has no purpose a partner would recognise, cut it.
- Set the audience group on every breakout so each region sees only its own room.
- Keep a ten-minute buffer after each block that moves between rooms.
- Share the finished agenda a week ahead and freeze it two days before.
The contents
| Slot | Time | Block | Purpose | Owner | Audience group | Room | Materials | App action | Buffer after |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 08:30 | Arrival and welcome kits | Everyone seated with a kit and the app open | Event desk | All partners | Lobby | Kits, lanyards | Gate scan | 0 |
| 2 | 09:30 | Opening and chief guest address | Set the year's direction in ten minutes | Chief host | All partners | Main hall | Opening film, script | None | 5 |
| 3 | 09:45 | Year in review | Share the numbers partners already feel | Sales head | All partners | Main hall | Review deck | Poll: biggest win | 5 |
| 4 | 10:15 | Scheme walkthrough | Explain new slabs and eligibility | Channel lead | All partners | Main hall | Scheme one-pager | Document tile live | 0 |
| 5 | 10:45 | Tea | Reset and informal questions | Venue lead | All partners | Foyer | None | None | 0 |
| 6 | 11:00 | Product launch | Show what is new in the range | Product manager | All partners | Main hall | Launch video, samples | Poll: pick the favourite | 5 |
| 7 | 11:30 | Region-wise breakouts | Talk through regional targets | Regional heads | Region groups | Four rooms | Region sheets | Group notice with room | 10 |
| 8 | 12:30 | Partner story | One partner explains what worked | Host | All partners | Main hall | Short video | None | 0 |
| 9 | 12:45 | Ask the leadership | Open questions, moderated | Moderator | All partners | Main hall | Question wall | Questions open | 0 |
| 10 | 13:15 | Lunch | Meal and networking | Venue lead | All partners | Dining hall | None | Lunch location push | 0 |
| 11 | 14:15 | Finance and claims clinic | Settle common claim queries | Finance lead | All partners | Room 2 | Claims checklist | None | 5 |
| 12 | 14:15 | Service and spares clinic | Settle after-sales queries | Service head | All partners | Room 3 | Spares catalogue | None | 5 |
| 13 | 15:00 | Quiz round | Reinforce scheme details | Quiz host | Region teams | Main hall | Quiz set | Quiz opens | 5 |
| 14 | 15:30 | Leaderboard reveal | Show quiz and attendance scores | Quiz host | All partners | Main hall | Top 5 slide | Leaderboard refreshed | 0 |
| 15 | 15:40 | Tea | Reset before awards | Venue lead | All partners | Foyer | None | Feedback form opens | 0 |
| 16 | 16:00 | Awards, region winners | Recognise region-wise performance | Awards lead | All partners | Main hall | Cue cards, trophies | Winner notices queued | 5 |
| 17 | 16:45 | Awards, top partners | Recognise the top ten | Awards lead | All partners | Main hall | Trophies, film | Winner notices queued | 5 |
| 18 | 17:15 | Leadership closing | Commit to the next quarter | Chief host | All partners | Main hall | Closing slide | Feedback reminder | 0 |
| 19 | 17:30 | Group photograph | One photo per region and one full group | Photographer | All partners | Lawn | Photo plan | Gallery opens | 10 |
| 20 | 18:00 | Departure transfers | Everyone leaves on time | Hospitality desk | Out-of-town partners | Porch | Transfer sheet | Transfer notice | 0 |
| 21 | 19:30 | Dinner and music | Optional social evening | Host | All partners | Banquet | Seating plan | Dinner location push | 0 |
| 22 | 21:30 | Close | Final thanks and return transfers | Event desk | All partners | Banquet | None | Thank-you notice | 0 |
Where it has been used
Shaped by how the HCCB partners meet case study combined information blocks, a quiz and an awards block in a single day.
Questions people ask
What is the right balance between speeches and clinics?
Partners come to settle practical questions. Keep leadership speaking to under a third of the day and give the rest to clinics, breakouts and recognition.
Why list the audience group per slot?
Dealers from different regions or tiers need different rooms and content. Naming the group per slot is what lets you publish a different agenda to each.
What is the Buffer column for?
It is the minutes you protect after a slot so that a late start does not pass into the next one. Raise it for slots that move people between rooms.
Want this running inside your event app?
Sociana turns lists like this into live screens, requests and reminders for your guests and your desk. A 20-minute walkthrough shows how.