Template to Sell Your Ideas to Your Boss

40
Template to Sell Your Ideas to Clients and/or Your Boss Presentation Name

Transcript of Template to Sell Your Ideas to Your Boss

Page 1: Template to Sell Your Ideas to Your Boss

Template to Sell Your Ideas to Clients and/or Your BossPresentation Name

Page 2: Template to Sell Your Ideas to Your Boss

Introduction

We hope you find this template useful.

If you would like more marketing tips, case studies, industry data, and events please visit MarketingSherpa.com.

Helpful hintFeel free to delete this slide before using this

template.

Page 3: Template to Sell Your Ideas to Your Boss

Idea Plan Objective

• What will this overall plan accomplish?• Objective One

• Objective Two

• Objective Three

Page 4: Template to Sell Your Ideas to Your Boss

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.

Page 5: Template to Sell Your Ideas to Your Boss

The Challenge

• Problem statement here

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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

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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!

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Key InitiativesStrategic approaches to successfully achieving objectives

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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.

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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.

Page 11: Template to Sell Your Ideas to Your Boss

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.

Page 12: Template to Sell Your Ideas to Your Boss

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

Page 13: Template to Sell Your Ideas to Your Boss

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

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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.

Page 15: Template to Sell Your Ideas to Your Boss

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.

Page 16: Template to Sell Your Ideas to Your Boss

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.

Page 17: Template to Sell Your Ideas to Your Boss

• 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

Page 18: Template to Sell Your Ideas to Your Boss

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

Page 19: Template to Sell Your Ideas to Your Boss

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.

Page 20: Template to Sell Your Ideas to Your Boss

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.

Page 21: Template to Sell Your Ideas to Your Boss

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.

Page 22: Template to Sell Your Ideas to Your Boss

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

Page 23: Template to Sell Your Ideas to Your Boss

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.

Page 24: Template to Sell Your Ideas to Your Boss

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.

Page 25: Template to Sell Your Ideas to Your Boss

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.

Page 26: Template to Sell Your Ideas to Your Boss

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.

Page 27: Template to Sell Your Ideas to Your Boss

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.

Page 28: Template to Sell Your Ideas to Your Boss

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

Page 29: Template to Sell Your Ideas to Your Boss

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

Page 30: Template to Sell Your Ideas to Your Boss

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.

Page 31: Template to Sell Your Ideas to Your Boss

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.

Page 32: Template to Sell Your Ideas to Your Boss

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.

Page 33: Template to Sell Your Ideas to Your Boss

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?

Page 34: Template to Sell Your Ideas to Your Boss

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

Page 35: Template to Sell Your Ideas to Your Boss

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.

Page 36: Template to Sell Your Ideas to Your Boss

What are the next steps?This section deals with the nuts and bolts of the project plan/who does what

Page 37: Template to Sell Your Ideas to Your Boss

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

Page 38: Template to Sell Your Ideas to Your Boss

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.

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Strategic Plan CalendarSpecific dates and times

Page 40: Template to Sell Your Ideas to Your Boss

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.