Directions 2014 Business Case Builder
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- Cuthbert Burns
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1 Directions 2014 Business Case Builder Make your case to attend Directions 2014! Directions 2014 is September in New Orleans, LA. The Business Case Builder will guide you through some simple steps to present your request to your manager and gain his/her support. Start with the customizable Approval Request Letter. This short document helps you put your request to attend in writing with the conference fee and expense details clearly outlined for your manager. It also helps make your case by highlighting the value of the investment for you individually and for your organization. To personalize the letter, simply add your manager s name and complete an introductory sentence that explains how your experience at Directions 2014 aligns with your department goals. Next, complete the Session Planning Guide. Keeping in mind the objectives of your organization, fill in the blanks with goals that will benefit you and your team. Then target specific Directions 2014 sessions that will help you achieve those goals. You can view session descriptions at Finally, plan ahead for a post-conference follow-up with your team. Sharing what you learned maximizes the value of the investment for your company. And it s simpler when you use the Post Conference Report Guide. You ll find space to capture session summaries, ideas, insights and action steps so you ll be prepared when you return from Directions Now you re ready to submit your completed Directions 2014 Business Case to your manager and finalize your plans to attend!
2 Dear Manager: The Directions 2014 event is scheduled for September and the schedule is full of valuable learning opportunities that could help our team (FILL IN BLANK TO CUSTOMIZE WITH ALIGNMENT TO DEPARTMENT OBJECTIVES) With over 80 product breakout sessions and CEU sessions, plus a hands-on lab and networking opportunities attending Directions 2014 will enable me to: Access MatrixCare experts to get solutions for our team s challenges. Exchange best practices with like-minded business partners and colleagues. Strengthen my skills. Share what I learned with the others in our organization. I have reviewed the session catalog online at and targeted sessions that align with our department goals to make the most of the company s investment. Please see the attached for your review. I will also prepare a post conference report to share what I learned with the team using the attached guide to document session summaries, insights, and action steps. Directions 2014 will be in New Orleans, LA and the breakdown of approximate costs for my attendance are as follows: Conference Fee: $195 until 6/30/14 which includes meals Airfare: $350 (approximate) Hotel: $179 / night Airport Transportation from Louis Armstrong International Airport: Taxi cab service is $33 per person for one or two passengers and $14 per person for 3 or more passengers. Shuttle service is available for $20 per person (one way) or $38 per person (round-trip) Thank you for considering my proposal and supporting this enriching opportunity. Upon your approval I will continue to finalize my plans to attend. Sincerely,
3 Attendee Session Planning Guide Attendee Title Department Event Directions 2014 is September 22-24, 2014 in New Orleans, Louisiana. This year, Directions is bigger and better than ever and will include things you ve appreciated in the past, as well as new features which will enhance your experience and provide even more value. Directions offers a robust schedule of enriching content and breakout sessions designed to strengthen skills, maximize efficiency and discover best practices to meet unique business challenges. Highlights include: Product Breakout Sessions - CEU Session from Industry Experts - MatrixCare Lab staffed by MatrixCare experts for hands-on experience - Partner Pavilion - Ample networking opportunities Directions 2014 is an invaluable opportunity to hear the latest on MatrixCare product direction, and have the opportunity to provide feedback. Roundtable sessions will facilitate networking and sharing of best practices with your peers. Client presentations will provide insights into how other organizations deliver superior care and achieve better outcomes. Visit the MatrixCare Lab to get answers from product experts and experience MatrixCare hands-on. See other leading products in the Directions partner pavilion. Whether you are a Clinical, AR, Marketing, Operations, or IT user, there is something for you at Directions Conference URL 1
4 Business Goals What will you achieve at Directions 2014 that will benefit your organization and your personal development?
5 Session Plan Target sessions that align with your organization s objectives and help you achieve your goals Title Title Title 3
6 Title Title Title 4
7 Title Title Title 5
8 Networking Meetings Target people you plan to meet at Directions 2014 who will enrich your experience. Meet With Discussion Goal Meet With Discussion Goal Meet With Discussion Goal Meet With Discussion Goal Meet With Discussion Goal Meet With Discussion Goal 6
9 Cost Estimate Budget Actual Conference Fee $ $ Airfare $ $ Transportation $ $ Hotel $ $ Meals $ $ Total $ $ 7
10 Post Conference Report Attendee Attendee Title Department Executive Conference URL Goals Achieved What did you learn at Directions 2014 that will benefit your organization and your personal development?
11 Key Learnings Reference the notes you took onsite. Session Title Content Insights/Ideas Action Items Session Title Content Insights/Ideas Action Items 2
12 Session Title Content Insights/Ideas Action Items Session Title Content Insights/Ideas Action Items 3
13 Session Title Content Insights/Ideas Action Items Session Title Content Insights/Ideas Action Items 4
14 Networking Meetings Reference notes from your personal meetings at Directions Meeting With Discussion Focus Major Takeaways Action Items Meeting With Discussion Focus Major Takeaways Action Items 5
15 Business Relationships Include contact information for all presenters, exhibitors and attendees that would be useful for your organization to contact post-event to address your business goals. 6
16 Exhibitor Resources List vendor solutions that you researched onsite for post event follow-up that align with business goals. Exhibitor Solution of Interest Exhibitor Solution of Interest Exhibitor Solution of Interest Exhibitor Solution of Interest Exhibitor Solution of Interest 7
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