Visit of Mr' Joseph Smith

1
If possible, obtain photo of visitor

• Visit of Mr. Joseph Smith
• Director, OSD PAE
• 27 July 2007
• Visit Lead Office from TRADOC with the lead

Update version as changes occur
2

• Biography

• Current position date of appointment
• Any other key positions held
• Education degree, date, name of
  college/university
• Note any special published articles

Emphasize key jobs and positions, articulate what
view this visitor will bring and what they can do
for the organization, i.e. influence
policy, obtain resources or influence public
discussion
3

• Previous Visits to Fort Monroe

• None

Important to know. Is this a first visit or
reoccurring? How familiar is visitor with our
mission? In this case, the visitor has no
background on Fort Monroe.
4

• Purpose of Visit

• Opportunity due to attendance at nearby Change
  of Command

There can be many reasons for a visit fact
finding, overview, familiarization, focusing on
a specific subject prior to a hearing, etc. In
this case, it is an opportunity for visitor to
see TRADOC.
5

• Composition of Party

• Mr. Joseph Smith (OSD PAE)
• MG Army Money (Army G8)
• COL Brad Dollars (Military Assistant to OSD PAE)
• Mr. Charles Currency (OSD policy)
• Ms. Euro Dollars (Special Assistant to OSD PAE)

Often, who accompanies a visitor is critical to
the success of transmitting the strategic
message. It is important to understand who is
coming and what role they play.
6

• Itinerary

0830 Arrive Langley 0830-0930 Travel to Norfolk
0930-1200 Ceremony at Norfolk 1200-1230 Travel
time to Monroe 1230-1315 Working lunch at
TRADOC 1315-1515 Briefings (ARCIC Conf
Room) 1515-1530 Travel to Langley 1600 Depart
Langley
Review the Itinerary to ensure it is the best use
of time.
7

• Seating Chart

Insert seating chart for presentation to confirm
who is in the room. It is critical to understand
who is present. In some cases, visitors prefer
small audience. Not all staff can be in the
room be prepared to recommend who should attend.
8

• Command Take Aways

One of the most critical steps. We have many
strategic themes, but concentrate on 3-4 items we
want the visitor to think about as they depart
the command.

• Understand TRADOCs Core Functions.
• TRADOC has the mission to recruit and train the
  Nations Army-yet is only 2 of the total budget.
• TRADOC will have responsibility for training
  Transition Teams-military personnel who will
  train and equip the Iraqi and Afghan Defense
  Forces.

9

• Direction and Guidance

Opportunity to get any additional guidance or
intent