1. 1. Business Problem – What business problem does your idea solve or what opportunity does it leverage?
Create a succinct summary by answering the basics about your idea:
Where will your idea be adopted? What business problem does your idea
Where can it be developed? try to solve?
What opportunity does it leverage?
Who will benefit from this? Why should resources be allocated to
o Customers support your idea?
o Team members Why does your idea deserve attention?
What kind of timeline could be expected How do you intend to solve the problem?
for completion of the project? How many resources will be required?
o Number of $, people, hours
2. Roadmap Alignment – Describe how your idea aligns with your company’s roadmap. How does it
support your company’s vision, values, competitive difference and this year’s top 5 goals (strategic initiatives).
3. Financial Justification – How will your idea create revenue, save expenses or preserve capital? Think
about your company’s financial dashboard, and then describe the financial justification for your idea.
4. DISC Profile – What’s the DISC style of your “C” listener? How can you shape your message accordingly?