Post on 14-Apr-2017
Template to Sell Your Ideas to Clients and/or Your BossPresentation Name
Introduction
We hope you find this template useful.
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Helpful hintFeel free to delete this slide before using this
template.
Idea Plan Objective
• What will this overall plan accomplish?• Objective One
• Objective Two
• Objective Three
Key element of vision
Key element of vision
Vision for Idea
Helpful hintInclude a VISION slide or two to set up the mission of the idea.
The Challenge
• Problem statement here
Concept 1
Concept 22
3 Concept 3
Concept 4
2
3
Helpful hintDescribe your idea to help set
the stage for the supporting plan that will follow.
1
4
This is the Strategic Approach Timeline
STA
RT
FIN
ISH
MAJOR
MINOR
Mar
1P
roje
ct L
aun
ch
Oct
29
Mig
rate
XX
X
May
18
Dev
elo
p X
XX
Jun
29
Des
ign
XX
X
Dec
16
P
roje
ct C
lose
Helpful hintProvide an overarching
understanding for the cadence of activity/support – there will be peaks and valleys and this will
allow you to plan for that. Don’t forget to consider/include major
deadlines and holidays!
Key InitiativesStrategic approaches to successfully achieving objectives
Key Initiatives
Campaign 1Objective 1 Description
Campaign 2Objective 2 Description
Campaign 3Objective 3 Description
Campaign 4Objective 4 Description
Campaign 5Objective 5 Description
1
2
3
4
5Helpful hint
Walk through the spine of your plan one initiative at a time to
explore each phase.
Key Initiatives
Campaign 1Objective 1 Description
Campaign 2Objective 2 Description
Campaign 3Objective 3 Description
Campaign 4Objective 4 Description
Campaign 5Objective 5 Description
1
2
3
4
5Helpful hint
Walk through the spine of your plan one initiative at a time to
explore each phase.
1. Campaign or Initiative #1
Here is the copy • Result A
• Result B
• Result C
What is the approach? Expected Results
Here is the copy
What is the objective for this approach?
Here is the copy
What is the criteria for the approach?
Here is the copy
What is the timing/the launch dates?
Helpful hintProvide more detail for each
major initiative here. You may need multiple slides like this within each initiative. Also,
consider this as a living document to house all updates
and results. This would be incorporated/reviewed as you migrate through the process.
Criteria 1
Criteria 2
Criteria 3
Criteria 4
1 2 3 4 5
Sample Strategy Criteria
• This is where more can be expanded on this particular initiative
• Is there a criteria that you should consider/or might recommend for the strategy? If so, you should present/consider it here.
1. Campaign or Initiative #1
Company responsibilities
• Provide strategic location [DATE]
• Provide contacts for XXX [DATE]
• Schedule XXX[DATE]
• Communicate and promote XXX[DATE]
Sample Clarification of Roles/Responsibilities
• Create and design XXX [DATE]
• Execute XXX[DATE]
• Create content for XXX[DATE]
• Edit XXX [DATE]
• Promote XXX [DATE]
Helpful hintList specific details about the
responsibilities and next steps for each department. This will
ensure everyone is clear on their expectations. Make sure that the
thought is through/clear.
External Department responsibilities
DuringBefore After
Sample Initiative Milestones
April
15Schedule XXX
April
5Determine XXX
May
5Design XXX
May
20Build XXX
June
16Distribute XXX
June
28Promote XXX
June
1Set-up XXX
June
2Conduct XXX
June
8Edit XXX
Helpful hintFeature key dates on a timeline
to review what tasks need to happen and when. Again, make
sure that the thought is thorough/clear.
Key Initiatives
Campaign 1Objective 1 Description
Campaign 2Objective 2 Description
Campaign 3Objective 3 Description
Campaign 4Objective 4 Description
Campaign 5Objective 5 Description
1
2
3
4
5Helpful hint
Walk through the spine of your plan one initiative at a time to
explore each phase.
Here is the copy • Result A
• Result B
• Result C
What is the approach? Expected Results
Here is the copy
What is the objective for this approach?
Here is the copy
What is the criteria for the approach?
Here is the copy
What is the timing/the launch dates?
2. Campaign or Initiative #2
Helpful hintProvide more detail for each
major initiative here. You may need multiple slides like this within each initiative. Also,
consider this as a living document to house all updates
and results. This would be incorporated/reviewed as you migrate through the process.
• This is where more can be expanded on this particular initiative
• Is there a criteria that you should consider/or might recommend for the strategy? If so, you should present/consider it here.
Criteria 1
Criteria 2
Criteria 3
Criteria 4
1 2 3 4 5
Sample Strategy Criteria
2. Campaign or Initiative #2
Company responsibilities
• Provide strategic location [DATE]
• Provide contacts for XXX [DATE]
• Schedule XXX[DATE]
• Communicate and promote XXX[DATE]
Sample Clarification of Roles/Responsibilities
• Create and design XXX [DATE]
• Execute XXX[DATE]
• Create content for XXX[DATE]
• Edit XXX [DATE]
• Promote XXX [DATE]
Helpful hintList specific details about the
responsibilities and next steps for each department. This will
ensure everyone is clear on their expectations. Make sure that the
thought is through/clear.
External Department responsibilities
DuringBefore After
Sample Initiative Milestones
April
15Schedule XXX
April
5Determine XXX
May
5Design XXX
May
20Build XXX
June
16Distribute XXX
June
28Promote XXX
June
1Set-up XXX
June
2Conduct XXX
June
8Edit XXX
Helpful hintFeature key dates on a timeline
to review what tasks need to happen and when. Again, make
sure that the thought is thorough/clear.
Key Initiatives
Campaign 1Objective 1 Description
Campaign 2Objective 2 Description
Campaign 3Objective 3 Description
Campaign 4Objective 4 Description
Campaign 5Objective 5 Description
1
2
3
4
5Helpful hint
Walk through the spine of your plan one initiative at a time to
explore each phase.
Here is the copy • Result A
• Result B
• Result C
What is the approach? Expected Results
Here is the copy
What is the objective for this approach?
Here is the copy
What is the criteria for the approach?
Here is the copy
What is the timing/the launch dates?
3. Campaign or Initiative #3
Helpful hintProvide more detail for each
major initiative here. You may need multiple slides like this within each initiative. Also,
consider this as a living document to house all updates
and results. This would be incorporated/reviewed as you migrate through the process.
3. Campaign or Initiative #3
• This is where more can be expanded on this particular initiative
• This is a more detailed/complicated initiative so we may need several slides to clearly articulate the vision and what needs to happen when
Company responsibilities
• Provide strategic location [DATE]
• Provide contacts for XXX [DATE]
• Schedule XXX[DATE]
• Communicate and promote XXX[DATE]
External Department responsibilities
Sample Clarification of Roles/Responsibilities
• Create and design XXX [DATE]
• Execute XXX[DATE]
• Create content for XXX[DATE]
• Edit XXX [DATE]
• Promote XXX [DATE]
Helpful hintList specific details about the
responsibilities and next steps for each department. This will
ensure everyone is clear on their expectations. Make sure that the
thought is through/clear.
DuringBefore After
Sample Initiative Milestones
April
15Schedule XXX
April
5Determine XXX
May
5Design XXX
May
20Build XXX
June
16Distribute XXX
June
28Promote XXX
June
1Set-up XXX
June
2Conduct XXX
June
8Edit XXX
Helpful hintFeature key dates on a timeline
to review what tasks need to happen and when. Again, make
sure that the thought is thorough/clear.
Tactic 1 Title
Target List
Volume Number of XXX
Date Month, Day, Year
Status % complete
Fills out XXX
No responsePersonal Follow-up
Book appointment
with XXX
No response
Prospect receives XXX
Qualify XXXGoes to XXX
Prospect submits XXX
Personal invitation to XXX
No response
Personal Follow-up
Advertising
Helpful hintThis flow chart is a more detailed format that may help explain the
flow of data/steps for a complicated process like the
development, launch, collection, analysis and publishing of your idea and the associated results.
Key Initiatives
Campaign 1Objective 1 Description
Campaign 2Objective 2 Description
Campaign 3Objective 3 Description
Campaign 4Objective 4 Description
Campaign 5Objective 5 Description
1
2
3
4
5Helpful hint
Walk through the spine of your plan one initiative at a time to
explore each phase.
Here is the copy • Result A
• Result B
• Result C
What is the approach? Expected Results
Here is the copy
What is the objective for this approach?
Here is the copy
What is the criteria for the approach?
Here is the copy
What is the timing/the launch dates?
4. Campaign or Initiative #4
Helpful hintProvide more detail for each
major initiative here. You may need multiple slides like this within each initiative. Also,
consider this as a living document to house all updates
and results. This would be incorporated/reviewed as you migrate through the process.
4. Campaign or Initiative #4
• This is where more can be expanded on this particular initiative
• This is a more detailed/complicated initiative so we may need several slides to clearly articulate the vision and what needs to happen when
Company responsibilities
• Provide strategic location [DATE]
• Provide contacts for XXX [DATE]
• Schedule XXX[DATE]
• Communicate and promote XXX[DATE]
Sample Clarification of Roles/Responsibilities
• Create and design XXX [DATE]
• Execute XXX[DATE]
• Create content for XXX[DATE]
• Edit XXX [DATE]
• Promote XXX [DATE]
Helpful hintList specific details about the
responsibilities and next steps for each department. This will
ensure everyone is clear on their expectations. Make sure that the
thought is through/clear.
External Department responsibilities
DuringBefore After
Sample Initiative Milestones
April
15Schedule XXX
April
5Determine XXX
May
5Design XXX
May
20Build XXX
June
16Distribute XXX
June
28Promote XXX
June
1Set-up XXX
June
2Conduct XXX
June
8Edit XXX
Helpful hintFeature key dates on a timeline
to review what tasks need to happen and when. Again, make
sure that the thought is thorough/clear.
Key Initiatives
Campaign 1Objective 1 Description
Campaign 2Objective 2 Description
Campaign 3Objective 3 Description
Campaign 4Objective 4 Description
Campaign 5Objective 5 Description
1
2
3
4
5Helpful hint
Walk through the spine of your plan one initiative at a time to
explore each phase.
Here is the copy • Result A
• Result B
• Result C
What is the approach? Expected Results
Here is the copy
What is the objective for this approach?
Here is the copy
What is the criteria for the approach?
Here is the copy
What is the timing/the launch dates?
5. Campaign or Initiative #5
Helpful hintProvide more detail for each
major initiative here. You may need multiple slides like this within each initiative. Also,
consider this as a living document to house all updates
and results. This would be incorporated/reviewed as you migrate through the process.
5. Campaign or Initiative #5
• This is where more can be expanded on this particular initiative
• This is a more detailed/complicated initiative so we may need several slides to clearly articulate the vision and what needs to happen when
• What is the vision? What is the criteria?
Company responsibilities
• Provide strategic location [DATE]
• Provide contacts for XXX [DATE]
• Schedule XXX[DATE]
• Communicate and promote XXX[DATE]
Sample Clarification of Roles/Responsibilities
• Create and design XXX [DATE]
• Execute XXX[DATE]
• Create content for XXX[DATE]
• Edit XXX [DATE]
• Promote XXX [DATE]
Helpful hintList specific details about the
responsibilities and next steps for each department. This will
ensure everyone is clear on their expectations. Make sure that the
thought is thorough/clear.
External Department responsibilities
DuringBefore After
Sample Initiative Milestones
April
15Schedule XXX
April
5Determine XXX
May
5Design XXX
May
20Build XXX
June
16Distribute XXX
June
28Promote XXX
June
1Set-up XXX
June
2Conduct XXX
June
8Edit XXX
Helpful hintFeature key dates on a timeline
to review what tasks need to happen and when. Again, make
sure that the thought is thorough/clear.
What are the next steps?This section deals with the nuts and bolts of the project plan/who does what
Company responsibilities
• Provide strategic location [DATE]
• Provide contacts for XXX [DATE]
• Schedule XXX[DATE]
• Communicate and promote XXX[DATE]
• Create and design XXX [DATE]
• Execute XXX[DATE]
• Create content for XXX[DATE]
• Edit XXX [DATE]
• Promote XXX [DATE]
Immediate Next Steps to Make This Plan Happen
Helpful hintList specific details about the
responsibilities and next steps for each department. This will
ensure everyone is clear on their expectations. Make sure that the
thought is through/clear.
External Department responsibilities
This is the Strategic Approach Timeline
STA
RT
FIN
ISH
MAJOR
MINOR
Mar
1P
roje
ct L
aun
ch
Oct
29
Mig
rate
XX
X
May
18
Dev
elo
p X
XX
Jun
29
Des
ign
XX
X
Dec
16
P
roje
ct C
lose
Helpful hintThis will be a good reminder of the overall approach and how
the five key initiatives support/deliver on the overall
goal.
Strategic Plan CalendarSpecific dates and times
Monday Tuesday Wednesday Thursday Friday
2 3 4 5 6
9 10 11 12 13
16 17 18 19 20
23 24 25 26 27
Tactic 1: Began Work
Month 2015
Tactic 1: Plan Complete
Helpful hintFor visual representation,
creating a detailed calendar may be helpful/required (ideally one for each month from the start of the plan until completion) for the
team to follow.