Template to Sell Your Ideas to Your Boss

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

  • 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.

    http://www.marketingsherpa.com/

  • 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 TimelineST

    AR

    T

    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. Dont 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 TimelineST

    AR

    T

    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.