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

2. 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.MarketingSherpa.com Helpful hint Feel free to delete this slide before using this template.

3. Idea Plan Objective What will this overall plan accomplish? Objective One Objective Two Objective Three

4. Key element of vision Vision for Idea Helpful hint Include a VISION slide or two to set up the mission of the idea.

5. The Challenge Problem statement here

6. Concept 1 Concept 2 2 3 Concept 3 Concept 4 2 3 Helpful hint Describe your idea to help set the stage for the supporting plan that will follow. 1 4

7. This is the Strategic Approach Timeline START FINISH MAJOR MINOR Mar 1 Project Launch Oct 29 Migrate XXX May 18 Develop XXX Jun 29 Design XXX Dec 16 Project Close 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!

8. Key Initiatives Strategic approaches to successfully achieving objectives

9. Key Initiatives Campaign 1 Objective 1 Description Campaign 2 Objective 2 Description Campaign 3 Objective 3 Description Campaign 4 Objective 4 Description Campaign 5 Objective 5 Description 1 2 3 4 5 Helpful hint Walk through the spine of your plan one initiative at a time to explore each phase.

10. Key Initiatives Campaign 1 Objective 1 Description Campaign 2 Objective 2 Description Campaign 3 Objective 3 Description Campaign 4 Objective 4 Description Campaign 5 Objective 5 Description 1 2 3 4 5 Helpful hint Walk through the spine of your plan one initiative at a time to explore each phase.

11. 1. Campaign or Initiative #1 Here is the copyResult 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 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.

12. Criteria 1 Criteria 2 Criteria 3 Criteria 4 12345 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

13. 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 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. External Department responsibilities

14. DuringBeforeAfter Sample Initiative Milestones April 15 Schedule XXX April 5 Determine XXX May 5 Design XXX May 20 Build XXX June 16 Distribute XXX June 28 Promote XXX June 1 Set-up XXX June 2 Conduct XXX June 8 Edit XXX Helpful hint Feature key dates on a timeline to review what tasks need to happen and when. Again, make sure that the thought is thorough/clear.

15. Key Initiatives Campaign 1 Objective 1 Description Campaign 2 Objective 2 Description Campaign 3 Objective 3 Description Campaign 4 Objective 4 Description Campaign 5 Objective 5 Description 1 2 3 4 5 Helpful hint Walk through the spine of your plan one initiative at a time to explore each phase.

16. Here is the copyResult 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 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.

17. 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 12345 Sample Strategy Criteria 2. Campaign or Initiative #2

18. 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 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. External Department responsibilities

19. DuringBeforeAfter Sample Initiative Milestones April 15 Schedule XXX April 5 Determine XXX May 5 Design XXX May 20 Build XXX June 16 Distribute XXX June 28 Promote XXX June 1 Set-up XXX June 2 Conduct XXX June 8 Edit XXX Helpful hint Feature key dates on a timeline to review what tasks need to happen and when. Again, make sure that the thought is thorough/clear.

20. Key Initiatives Campaign 1 Objective 1 Description Campaign 2 Objective 2 Description Campaign 3 Objective 3 Description Campaign 4 Objective 4 Description Campaign 5 Objective 5 Description 1 2 3 4 5 Helpful hint Walk through the spine of your plan one initiative at a time to explore each phase.

21. Here is the copyResult 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 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.

22. 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

23. 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 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.

24. DuringBeforeAfter Sample Initiative Milestones April 15 Schedule XXX April 5 Determine XXX May 5 Design XXX May 20 Build XXX June 16 Distribute XXX June 28 Promote XXX June 1 Set-up XXX June 2 Conduct XXX June 8 Edit XXX Helpful hint Feature key dates on a timeline to review what tasks need to happen and when. Again, make sure that the thought is thorough/clear.

25. Tactic 1Title TargetList VolumeNumber of XXX DateMonth, Day, Year Status% complete Fills out XXX No response Personal Follow-up Book appointment with XXX No response Prospect receives XXX Qualify XXX Goes to XXX Prospect submits XXX Personal invitation to XXX No response Personal Follow-up Advertising Helpful hint This 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.

26. Key Initiatives Campaign 1 Objective 1 Description Campaign 2 Objective 2 Description Campaign 3 Objective 3 Description Campaign 4 Objective 4 Description Campaign 5 Objective 5 Description 1 2 3 4 5 Helpful hint Walk through the spine of your plan one initiative at a time to explore each phase.

27. Here is the copyResult 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 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.

28. 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

29. 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 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. External Department responsibilities

30. DuringBeforeAfter Sample Initiative Milestones April 15 Schedule XXX April 5 Determine XXX May 5 Design XXX May 20 Build XXX June 16 Distribute XXX June 28 Promote XXX June 1 Set-up XXX June 2 Conduct XXX June 8 Edit XXX Helpful hint Feature key dates on a timeline to review what tasks need to happen and when. Again, make sure that the thought is thorough/clear.

31. Key Initiatives Campaign 1 Objective 1 Description Campaign 2 Objective 2 Description Campaign 3 Objective 3 Description Campaign 4 Objective 4 Description Campaign 5 Objective 5 Description 1 2 3 4 5 Helpful hint Walk through the spine of your plan one initiative at a time to explore each phase.

32. Here is the copyResult 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 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.

33. 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?

34. 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 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. External Department responsibilities

35. DuringBeforeAfter Sample Initiative Milestones April 15 Schedule XXX April 5 Determine XXX May 5 Design XXX May 20 Build XXX June 16 Distribute XXX June 28 Promote XXX June 1 Set-up XXX June 2 Conduct XXX June 8 Edit XXX Helpful hint Feature key dates on a timeline to review what tasks need to happen and when. Again, make sure that the thought is thorough/clear.

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

37. 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 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. External Department responsibilities

38. This is the Strategic Approach Timeline START FINISH MAJOR MINOR Mar 1 Project Launch Oct 29 Migrate XXX May 18 Develop XXX Jun 29 Design XXX Dec 16 Project Close Helpful hint This will be a good reminder of the overall approach and how the five key initiatives support/deliver on the overall goal.

39. Strategic Plan Calendar Specific dates and times

40. MondayTuesdayWednesdayThursdayFriday 23456 910111213 1617181920 2324252627 Tactic 1: Began Work Month 2015 Tactic 1: Plan Complete 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.