Convince your boss kit

Make the case around the work.

Start with a decision your team needs to make. Use the email and worksheet below to explain what you want to investigate at the summit, what attendance will cost and what you will bring back.

Approval email template

Subject: Approval request: Augmented Enterprise Summit 2027

Cost/value worksheet

The work this should support

  • Initiative or decision: __________
  • Current stage: exploring / evaluating / piloting / scaling
  • Decision owner: __________
  • Decision deadline: __________
  • Questions to investigate at the summit: __________
  • Evidence we need before taking the next step: __________

Estimated cash budget, in US dollars

  • Pass type and number of people: __________
  • Pass subtotal: $__________
  • Eligible group discount: minus $__________
  • Net pass cost: $__________
  • Airfare or other intercity travel: $__________
  • Hotel: _____ nights x $_____ = $__________
  • Ground transport and parking: $__________
  • Meals not included in the selected pass: $__________
  • Other approved expenses or contingency: $__________
  • Total cash request: $__________

Calculation: net pass cost = pass subtotal minus the applicable discount. Total cash request = net pass cost plus the listed travel and other expenses. Do not add the pass subtotal again.

Group example: Three End User two-day passes at the approved 2027 price of $1,499 each have a subtotal of $4,497. The 20% discount is $899.40, leaving $3,597.60 in pass costs, before travel. This is a pricing example, not an attendance statistic or a return-on-investment claim.

Time and coverage, recorded separately from cash

  • Event attendance: _____ working days
  • Travel: _____ working days or hours
  • Responsibilities needing cover: __________
  • Coverage owner: __________
  • If your organization requires an opportunity-cost estimate, record its agreed method separately. Do not double-count it as a cash expense.

What we will bring back

  • A comparison of relevant approaches, with evidence and limitations.
  • Answers to the agreed evaluation questions, plus gaps that still need investigation.
  • A recommended next step, owner and decision date.
  • Team briefing date: __________
  • Manager's review date: __________

Judge the visit against these deliverables. Do not assume that attending will produce savings, contracts or a particular financial return.

Download worksheet (Excel)