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Copy and paste the following text into an email to your manager and update as appropriate with your information.

To:
From:
Re: Proposal to attend Service Management World conference
Date:

I’ve been invited to attend Service Management World 2024. Our organization would benefit greatly from my attendance at this event, taking place November 17-21, 2024 in Orlando, FL. Service Management World will bring together the most respected, knowledgeable, and influential community in service management for a week of learning, networking, and organizational transformation. They are expecting over 750 of my peers that I can network with while I am there.

This conference will deliver solid ROI. I’ll learn from other companies facing the same challenges that we face and bring back best practices which we can implement within our organization. The event is also an excellent way for us to discover new ways to help our business save money by streamlining processes.

The conference agenda includes 3 industry keynote sessions, 4 breakout tracks that boast over 55 sessions. Throughout the conference, I can attend sessions in these tracks that are directly applicable to our ongoing projects.

Pick sessions that are applicable to your company and list them below.

  • Session name here
  • Session name here
  • Session name here
  • Session name here
  • Session name here

Two specific projects where I believe we could benefit include: 1- add project or initiative and 2- add project or initiative.

Many of the sessions are interactive and can provide a benchmark for us with other organizations as well as suggested valuable strategies and tips. It’s also an excellent opportunity to network with industry experts and gain knowledge in specific areas to optimize our current system as well as find out about their newest solutions to meet our most critical business issues. More details about the event are posted on the Service Management World website.

If we register 2 people, an additional colleague can attend at no cost. Given the number of sessions offered, it would allow us to divide and conquer, covering more ground in several sessions, rather than just the ones I would attend.

Here is an approximate breakdown of conference costs:

  • Airfare: $XXX
  • Transportation (shuttle service): $XXX
  • Hotel (per night): $XXX
  • Meals: $XXX
  • Conference Registration Fee: $XXX
  • Total: $XXX

Upon my return from the conference, I’ll submit a post-conference report that will include a summary, major take-aways, and tips and suggestions to optimize our current investment in Service Management World.

Thank you for considering this request. I look forward to your reply.

Regards,
YOUR NAME

Trip Report

When you return from your trip, fill out the information below and submit it to your manager. Take time to review the blank report before you go to assist in notetaking while onsite, so you will be prepared when it is time to fill this out. 

Executive Summary

Attendee Name:
Attendee Title:
Department:
Conference Summary: Service Management World will bring together 750+ of the most respected, knowledgeable, and influential community in service management for a week of learning, networking, and organizational transformation. Service Management World will take place from November 17-21, 2024 in Orlando, FL.
Conference URL: SMWorld.com

Goals Met
Identify specifically what was brought back to the organization relevant to your business goals as payback for the organization’s investment in sending you.

  1. First Goal 
  2. Second Goal 
  3. Third Goal
Cost SummaryBudgetActual
Conference Fee$$
Airfare$$
Transportation$$
Hotel$$
Meals$$
Total$$

 

Session ROI
Please reference the notes you took onsite. Insert additional session fields as needed by copying and pasting the text below as many times as you need.

Session Title:
Session Presenter:
Session Summary:
Major Takeaways:
Action Items:
Estimated Impact:

Session Title:
Session Presenter:
Session Summary:
Major Takeaways:
Action Items:
Estimated Impact:

Session Title:
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Business Relationships
Include contact information for all presenters, exhibitors and attendees that would be useful for your company to contact post-event to address your business priorities. Insert additional fields as needed by copying and pasting the text below as many times as you need.

Name:
Description:

Name:
Description:

Name:
Description:

Summary
Outline additional details on the ROI value to you and your company. In your summary, we suggest offering to train others on what you learned and include the date/time of your planned briefing.