Deliverable
An approved topic brief with evidenced examples.
Develop relevant relationships with convenors, editorial teams and programme leaders around a contribution that deserves a place in their conversation.
Define the idea, experience or judgement you can contribute, the audience for whom it matters and the format that would serve them. Support proposed topics with real experience and approved examples. Agree whether the mandate represents the organisation, the executive personally or a clearly authorised combination.
Existing relationships may include conference hosts, editors, association leaders or fellow speakers. Missing relationships may include a programme curator, podcast producer, industry convenor or session chair. A first worthwhile conversation is: “Which unresolved question is your audience examining, and would experience from this particular decision add something useful?” The request concerns contribution before placement.
Start with people who recognise the shared context or have had a genuine prior exchange with you.
Formal speaker selection, participation agreements and programme approval sit at C4, followed by the agreed preparation and delivery work. The organiser controls its programme. The executive owns the contribution and substantive participation; StepUp prepares materials and coordinates agreed follow-through with the executive office.
Confirm relevant convenors, producers and editors, prior exchanges and permissions; prepare an audience-specific relationship brief.
Reconnect with a concrete contribution relevant to their audience and programme; prepare an approved topic note.
Test subject, audience, format, editorial expectations, timing and decision route; document whether a specific participation opportunity fits.
Coordinate selection, invitation terms, internal approvals, preparation and delivery arrangements with the organiser; track agreed commitments.
Complete promised follow-through, share approved material where appropriate and maintain useful contact after participation or non-selection.
Build the missing relationships through a relevant contribution, a legitimate introduction or an appropriate direct approach.
A new person introduced by an existing contact starts in Building. The relationship with the introducer remains in Conversion.
Identify programme leaders and convenors whose audiences match the proposed contribution; record the relevance of each.
Find an authorised introduction or prepare a concise, evidenced contribution suited to the organiser's work.
Make the agreed approach through the appropriate editorial or programme channel; record the response accurately.
Exchange substantive views about audience needs and possible contribution; establish a welcomed way to continue.
A trusted speaker introduction may satisfy B2 and B3 together. A first substantive discussion of a particular session may establish B4 and C3 in the same exchange. Otherwise continue at the first unmet Conversion step, with C5 appropriate when both welcome continuity without a present opening. A current agreed record and a live outcome-specific exchange can satisfy C1 and C2. Public contribution is an optional route, not a posting quota; no fixed familiarity period establishes readiness.
B4 establishes a two-way relationship. C3 tests a particular opportunity. Continue at the first unmet Conversion step with one relationship owner; there is no repeated onboarding.
An approved topic brief with evidenced examples.
An organiser engages on a specific programme opportunity or issues an invitation.
The agreed participation takes place. An invitation, acceptance, scheduled appearance and completed contribution are separate milestones. Audience response or later opportunities require their own evidence and should not be inferred from stage access.
Corporate representation uses approved messages and reporting. Personal profile work has separate permissions, especially where company experience or information is involved. One relationship owner coordinates contact with each organiser across authorised outcomes, alongside communications teams and any existing representatives.
Set the priorities. Bring your judgement to the conversations and decisions that need your involvement.
Your chief of staff or nominated owner validates context, coordinates existing teams and exercises delegated approvals.
Research, drafting, conversation preparation, coordination and agreed reporting around the relationships in scope.
Discuss the question worth addressing, evidence you can share, relevant convenors, permissions and availability. Agree a useful first conversation and the owner of any subsequent approach.