Template to Sell Your Ideas to Your Boss

Download Template to Sell Your Ideas to Your Boss

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