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PRESENTING YOUR (BUSINESS) CASE
Christian Idicula (@idicula)
March 23, 2010
AT SOME POINT THIS IS YOU…




                                  @idicula
                       MY CASE!
IT’S ABOUT TELLING A STORY…




                              @idicula
THE STRUCTURE OF A CASE
  Problem   statement         Our problem
  Assumptions                 Our perspective

  Analysis                    What we know

  Constraints                 Our challenges




                                                         @idicula
  Sensitivity analysis        Knowing our limits

  Criteria for assessment     How we will decide

  Alternatives                Our options

  Assessment                  Evaluating our options

  Recommendation              Our decision

  Implementation plan         Getting it done
IT’S ABOUT US




                            @idicula
                OUR CASE!
THEME: THE STRING




                    @idicula
CRAFTING THE THEME
  Find   the theme/string around which your story plays
      What will resonate? (Accord)
      What gets people excited? (Enthusiasm)
      What comforts them to hear? (Reassurance)




                                                                   @idicula
      A single-minded proposition? (Simplicity, not simplistic)
CRAFTING THE THEME
  New   opportunity (you want growth)
      Going international, a new product, a new project


  Shaken    trust (you’ve got brand issue)




                                                           @idicula
      Toyota, Maple Leaf, Tiger Woods


  Reaching    a crossroads
      Change We Can Believe In
THERE WILL BE TENSION




                        @idicula
But set some limits



Everyone should feel loved




                             @idicula
      Be open about
      issues & risks




      Core Values:
      What Matters
EVERYONE GETS A SAY
  Decide   how you will all decide together
      Criteria for making a decision
      Remember resonance? (= Buy in)




                                               @idicula
TURNING POINT: CHOICES AHEAD




                               @idicula
MAKING CHOICES AND MOVING FORWARD
  Lay   out the options
      Everyone likes choices
      Is there something for (almost) everyone?
      Remember the string…




                                                   @idicula
  Present   your winning idea!
      Be confident about it
  Seal   the deal
      Tell them how it will get done
      A topic for another day…
RECAP
  Remember   that it’s about us
  Find the central “string” that will resonate with us

  Reset everyone to the core values

  Be open about the issues & risks




                                                          @idicula
  Make sure everyone feels included

  Give them options

  Be confident in one decision
THANK YOU!
Questions? (@idicula)

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Presenting Your (Business) Case

  • 1. PRESENTING YOUR (BUSINESS) CASE Christian Idicula (@idicula) March 23, 2010
  • 2. AT SOME POINT THIS IS YOU… @idicula MY CASE!
  • 3. IT’S ABOUT TELLING A STORY… @idicula
  • 4. THE STRUCTURE OF A CASE   Problem statement   Our problem   Assumptions   Our perspective   Analysis   What we know   Constraints   Our challenges @idicula   Sensitivity analysis   Knowing our limits   Criteria for assessment   How we will decide   Alternatives   Our options   Assessment   Evaluating our options   Recommendation   Our decision   Implementation plan   Getting it done
  • 5. IT’S ABOUT US @idicula OUR CASE!
  • 6. THEME: THE STRING @idicula
  • 7. CRAFTING THE THEME   Find the theme/string around which your story plays   What will resonate? (Accord)   What gets people excited? (Enthusiasm)   What comforts them to hear? (Reassurance) @idicula   A single-minded proposition? (Simplicity, not simplistic)
  • 8. CRAFTING THE THEME   New opportunity (you want growth)   Going international, a new product, a new project   Shaken trust (you’ve got brand issue) @idicula   Toyota, Maple Leaf, Tiger Woods   Reaching a crossroads   Change We Can Believe In
  • 9. THERE WILL BE TENSION @idicula
  • 10. But set some limits Everyone should feel loved @idicula Be open about issues & risks Core Values: What Matters
  • 11. EVERYONE GETS A SAY   Decide how you will all decide together   Criteria for making a decision   Remember resonance? (= Buy in) @idicula
  • 12. TURNING POINT: CHOICES AHEAD @idicula
  • 13. MAKING CHOICES AND MOVING FORWARD   Lay out the options   Everyone likes choices   Is there something for (almost) everyone?   Remember the string… @idicula   Present your winning idea!   Be confident about it   Seal the deal   Tell them how it will get done   A topic for another day…
  • 14. RECAP   Remember that it’s about us   Find the central “string” that will resonate with us   Reset everyone to the core values   Be open about the issues & risks @idicula   Make sure everyone feels included   Give them options   Be confident in one decision