Template to Sell Your Ideas to
Clients and/or Your Boss
Presentation Name
Introduction
We hope you find this template useful.
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please visit MarketingSherpa.com.
Helpful hint
Feel free to delete this slide before using this
template.
Idea Plan Objective
• What will this overall plan accomplish?
• Objective One
• Objective Two
• Objective Three
Vision for Idea
Key element of vision
Key element of vision
Helpful hint
Include a VISION slide or two to
set up the mission of the idea.
The Challenge
• Problem statement here
1
Concept 1
2
Concept 2
3
Concept 3
4
Concept 4
Helpful hint
Describe your idea to help set
the stage for the supporting plan
that will follow.
Oct 29
Migrate XXX
Mar 1
Project Launch
This is the Strategic Approach Timeline
START
FINISH
MAJOR
Helpful hint
Provide 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!
Dec 16
Project Close
Jun 29
Design XXX
May 18
Develop XXX
MINOR
Key Initiatives
Strategic approaches to successfully achieving objectives
Key Initiatives
1
Campaign 1
2
Campaign 2
3
Campaign 3
4
Campaign 4
5
Campaign 5
Objective 1 Description
Objective 2 Description
Objective 3 Description
Objective 4 Description
Objective 5 Description
Helpful hint
Walk through the spine of your
plan one initiative at a time to
explore each phase.
Key Initiatives
1
Campaign 1
2
Campaign 2
3
Campaign 3
4
Campaign 4
5
Campaign 5
Objective 1 Description
Objective 2 Description
Objective 3 Description
Objective 4 Description
Objective 5 Description
Helpful hint
Walk through the spine of your
plan one initiative at a time to
explore each phase.
1. Campaign or Initiative #1
What is the approach?
Expected Results
• Result A
Here is the copy
• Result B
• Result C
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?
Here is the copy
Helpful hint
Provide 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.
1. Campaign or Initiative #1
• 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.
Sample Strategy Criteria
1
Criteria 1
Criteria 2
Criteria 3
Criteria 4
2
3
4
5
Sample Clarification of Roles/Responsibilities
External Department responsibilities
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]
Helpful hint
List 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.
Sample Initiative Milestones
June
May
April
20
5
Build XXX
Determine XXX
28
June
1
June
16
Set-up XXX
Distribute XXX
Before
During
After
April
June
15
8
Schedule XXX
Promote XXX
June
May
5
Design XXX
Helpful hint
Feature key dates on a timeline
to review what tasks need to
XXX
happen Conduct
and when.
Again, make
sure that the thought is
thorough/clear.
2
Edit XXX
Key Initiatives
1
Campaign 1
2
Campaign 2
3
Campaign 3
4
Campaign 4
5
Campaign 5
Objective 1 Description
Objective 2 Description
Objective 3 Description
Objective 4 Description
Objective 5 Description
Helpful hint
Walk through the spine of your
plan one initiative at a time to
explore each phase.
2. Campaign or Initiative #2
What is the approach?
Expected Results
• Result A
Here is the copy
• Result B
• Result C
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?
Here is the copy
Helpful hint
Provide 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.
2. Campaign or Initiative #2
• 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.
Sample Strategy Criteria
1
Criteria 1
Criteria 2
Criteria 3
Criteria 4
2
3
4
5
Sample Clarification of Roles/Responsibilities
External Department responsibilities
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]
Helpful hint
List 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.
Sample Initiative Milestones
June
May
April
20
5
Build XXX
Determine XXX
28
June
1
June
16
Set-up XXX
Distribute XXX
Before
During
After
April
June
15
8
Schedule XXX
Promote XXX
June
May
5
Design XXX
Helpful hint
Feature key dates on a timeline
to review what tasks need to
XXX
happen Conduct
and when.
Again, make
sure that the thought is
thorough/clear.
2
Edit XXX
Key Initiatives
1
Campaign 1
2
Campaign 2
3
Campaign 3
4
Campaign 4
5
Campaign 5
Objective 1 Description
Objective 2 Description
Objective 3 Description
Objective 4 Description
Objective 5 Description
Helpful hint
Walk through the spine of your
plan one initiative at a time to
explore each phase.
3. Campaign or Initiative #3
What is the approach?
Expected Results
• Result A
Here is the copy
• Result B
• Result C
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?
Here is the copy
Helpful hint
Provide 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
Sample Clarification of Roles/Responsibilities
External Department responsibilities
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]
Helpful hint
List 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.
Sample Initiative Milestones
June
May
April
20
5
Build XXX
Determine XXX
28
June
1
June
16
Set-up XXX
Distribute XXX
Before
During
After
April
June
15
8
Schedule XXX
Promote XXX
June
May
5
Design XXX
Helpful hint
Feature key dates on a timeline
to review what tasks need to
XXX
happen Conduct
and when.
Again, make
sure that the thought is
thorough/clear.
2
Edit XXX
Tactic 1
Title
Target
List
Volume
Number of XXX
Date
Month, Day, Year
Status
% complete
Advertising
Prospect receives
XXX
Goes to XXX
Fills out XXX
Qualify
XXX
Personal
invitation to XXX
No response
No response
Personal
Follow-up
Helpful hint
Prospect submits
XXX
Personal
Follow-up
This flow chart is a more detailed
format that may help explain the
flow of data/steps
Book for a
complicated process like the
appointment
development, launch, collection,
with
XXX of your
analysis and
publishing
idea and the associated results.
No response
Key Initiatives
1
Campaign 1
2
Campaign 2
3
Campaign 3
4
Campaign 4
5
Campaign 5
Objective 1 Description
Objective 2 Description
Objective 3 Description
Objective 4 Description
Objective 5 Description
Helpful hint
Walk through the spine of your
plan one initiative at a time to
explore each phase.
4. Campaign or Initiative #4
What is the approach?
Expected Results
• Result A
Here is the copy
• Result B
• Result C
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?
Here is the copy
Helpful hint
Provide 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
Sample Clarification of Roles/Responsibilities
External Department responsibilities
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]
Helpful hint
List 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.
Sample Initiative Milestones
June
May
April
20
5
Build XXX
Determine XXX
28
June
1
June
16
Set-up XXX
Distribute XXX
Before
During
After
April
June
15
8
Schedule XXX
Promote XXX
June
May
5
Design XXX
Helpful hint
Feature key dates on a timeline
to review what tasks need to
XXX
happen Conduct
and when.
Again, make
sure that the thought is
thorough/clear.
2
Edit XXX
Key Initiatives
1
Campaign 1
2
Campaign 2
3
Campaign 3
4
Campaign 4
5
Campaign 5
Objective 1 Description
Objective 2 Description
Objective 3 Description
Objective 4 Description
Objective 5 Description
Helpful hint
Walk through the spine of your
plan one initiative at a time to
explore each phase.
5. Campaign or Initiative #5
What is the approach?
Expected Results
• Result A
Here is the copy
• Result B
• Result C
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?
Here is the copy
Helpful hint
Provide 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?
Sample Clarification of Roles/Responsibilities
External Department responsibilities
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]
Helpful hint
List 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.
Sample Initiative Milestones
June
May
April
20
5
Build XXX
Determine XXX
28
June
1
June
16
Set-up XXX
Distribute XXX
Before
During
After
April
June
15
8
Schedule XXX
Promote XXX
June
May
5
Design XXX
Helpful hint
Feature key dates on a timeline
to review what tasks need to
XXX
happen Conduct
and when.
Again, make
sure that the thought is
thorough/clear.
2
Edit XXX
What are the next steps?
This section deals with the nuts and bolts of the project plan/who does what
Immediate Next Steps to Make This Plan Happen
External Department responsibilities
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]
Helpful hint
List 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.
Oct 29
Migrate XXX
Mar 1
Project Launch
This is the Strategic Approach Timeline
START
FINISH
MAJOR
Helpful hint
This will be a good reminder of
the overall approach and how
the five key initiatives
support/deliver on the overall
goal.
Dec 16
Project Close
Jun 29
Design XXX
May 18
Develop XXX
MINOR
Strategic Plan Calendar
Specific dates and times
Month 2015
Monday
2
Tuesday
3
Wednesday
4
Tactic 1: Began Work
Thursday
Friday
5
6
Tactic 1: Plan Complete
9
10
11
12
13
16
17
18
19
20
23
24
25
26
27
Helpful hint
For 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.