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How to Build the Case for Going to Synergy
“Sell the Value” Toolkit
CONTENTSBuilding the case for attending Synergy Page 2Letter to Management Page 4Travel Justification Page 5Worksheets Pages 6 - 11
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Building the case for attending Synergy
Making your case:
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Think about the top goals that your organization has for the year. What are some of the keyinitiatives where Citrix technologies for virtualization, networking or cloud computing mighthave impact?
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Review the conference agenda to determine what speakers and sessions are likely to haveinformation that aligns with those key initiatives identified. Review the list of exhibitors in thesame fashion.
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Build a sample agenda using the Session Planning forms to begin identifying what you expectto gain from each session and how that information will improve your organization.
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Identify the Hands-on Learning Labs that best apply to you – these classes provide a harddollar value to your organization (comparable programs cost $395 per class or more, as aSynergy attendee there is no charge)
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Use the template letter as a base to write your own request for approval to attend theconference. Attach the sample agenda prepared in the last step to provide supportinginformation regarding the benefits your organization will get from Synergy.
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Meet face to face with your manager to review the conference and how your plans line up withyour organization’s top goals.
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Research the specific costs you are likely to incur. Use information from the Travel Justificationdocument to show how costs are being kept down through hotel discounts and special offers.
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Take advantage of a special 15 percent discount on instructor-led, virtual instructor-led andself-paced online training from Citrix Education to prepare for a free Citrix exam at Synergy.
While at the conference:
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Use the Breakout Session Notes sheets and the Meeting Notes sheets to record the keyinformation obtained and your ideas about benefits to your organization and potential cost andefficiency benefits.
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While networking with your peers, write down their contact information on the Meeting Notesso that you can follow up as necessary.
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Spend time in the Hands-on Learning Labs so that you will have direct experience with thelatest in Citrix technologies.
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Visit the Synergy Testing Center to take a Citrix exam of your choice at no cost and pursueyour Citrix Certification – for free!
When you get home:
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Review the conference materials. Compare those with your notes to refresh your memoryregarding the most relevant and important sessions.
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Write a brief summary of the key messages, any action items and possible benefits yougleaned from each session and meeting. Share that summary with your manager and your peers. Hold an informal session to review these details with your team.
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Share presentations and videos from Synergy with your peers to increase the value of theevent.
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Identify and act upon one or two of the most relevant things you learned from the conference.
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Demonstrate the value by documenting the impact these actions are having on your organization.
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Validate your expertise and provide your organization with a unique competitive advantage inimproved productivity and cost savings with your Citrix Certification.
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