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

Introduction

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Helpful hintFeel free to delete this slide before using this

template.

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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.