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Art 
of 
the 
Wingman 
for 
Business 
is 
dedicated 
to 
the 
businesswomen 
and 
businessmen 
who 
seek 
greatness 
beyond 
their 
own 
and 
find 
their 
successes 
through 
helping 
others 
succeed. 
The 
Business 
Wingman 
follows 
the 
path 
of 
the 
selfless 
person. 
How 
to 
Sell 
a 
Project 
Internally 
Key 
Points 
• Build 
a 
plan 
that 
is 
beyond 
you 
• Develop 
a 
list 
of 
internal 
advocates 
• Sell 
it 
up, 
down, 
and 
to 
the 
side 
What 
sometimes 
divides 
those 
who 
are 
successful 
in 
the 
workplace 
and 
those 
who 
cannot 
seem 
to 
get 
a 
break 
is 
the 
ability 
to 
sell 
a 
project 
internally. 
At 
first, 
that 
may 
sound 
ridiculous 
thinking 
that 
your 
success 
in 
the 
business 
world 
is 
tied 
to 
your 
ability 
to 
sell, 
well… 
you 
are 
correct. 
It 
actually 
is 
an 
indirect 
play 
at 
measuring 
your 
social 
credibility. 
Building 
your 
social 
credibility 
is 
not 
easy, 
but 
we 
all 
know 
that 
those 
with 
credibility 
can 
easily 
sell 
a 
project 
internally 
and 
gain 
buy-­‐in 
where 
others 
struggle. 
So…what 
do 
we 
mean 
when 
we 
say 
selling 
a 
project 
internally? 
Here 
are 
a 
few 
examples: 
• You 
are 
developing 
a 
new 
strategy 
or 
approach 
to 
a 
common 
business 
issue 
and 
in 
order 
for 
you 
to 
make 
that 
business 
improvement, 
you 
need 
to 
get 
buy-­‐in 
from 
a 
series 
of 
senior 
leaders 
to 
purchase 
a 
new 
tool 
to 
manage 
that 
process 
• Your 
account 
or 
program 
needs 
extra 
budget 
to 
be 
sustained 
or 
grow 
and 
you 
have 
to 
go 
to 
senior 
members 
of 
finance 
to 
get 
approval 
• You 
want 
to 
test 
a 
new 
marketing 
channel 
because 
you 
know 
that 
it 
will 
drive 
incremental 
traffic, 
but 
the 
test 
will 
cost 
$25,000 
and 
need 
get 
your 
management 
to 
approve 
the 
additional 
funds 
• You 
have 
an 
idea 
for 
a 
new 
product 
offering 
that 
you 
feel 
the 
company 
should 
adopt, 
test, 
and 
put 
resources 
behind, 
but 
you 
need 
buy-­‐in 
from 
a 
series 
of 
leaders 
to 
get 
the 
idea 
adopted 
In 
a 
2012 
article 
in 
Forbes, 
“How 
Extremely 
Successful 
People 
Sell 
Their 
Ideas 
Internally”, 
the 
author 
gives 
a 
great 
explanation 
of 
what 
it 
means 
to 
sell 
an 
idea 
internally 
especially 
when 
you 
may 
feel 
discouraged 
and 
without 
any 
power 
to 
make 
a 
difference. 
It’s 
all 
about 
the 
strategy 
you 
take 
and 
your 
approach.
Forbes 
Article: 
You 
can 
complain, 
“I 
don’t 
have 
any 
leverage; 
I 
can’t 
change 
the 
cubicles, 
I 
can’t 
rewrite 
the 
reward 
system. 
And 
the 
answer 
is 
“No 
you 
can’t; 
don’t 
even 
try.” 
But 
simply 
through 
your 
own 
thinking, 
and 
getting 
other 
people 
to 
think 
differently 
as 
well, 
you 
can 
have 
enormous 
impact 
without 
changing 
any 
of 
that 
stuff 
even 
if 
you 
are 
not 
a 
member 
of 
the 
board. 
The 
simple 
fact 
is 
“smart 
is 
smart,” 
and 
we’re 
talking 
about 
you 
offering 
up 
an 
additional 
way 
of 
viewing 
problems. 
You’ll 
never 
get 
in 
real 
trouble 
for 
doing 
that, 
especially 
if 
you 
do 
it 
gently 
by 
saying 
“can 
we 
think 
about 
this 
in 
another 
way?” 
1) Build 
a 
plan 
that 
is 
beyond 
you 
When 
selling 
an 
idea, 
asking 
for 
more 
resources, 
or 
anything 
that 
affects 
that 
the 
outcome 
of 
the 
business, 
you 
have 
to 
always 
think 
how 
your 
plan/idea/solution 
is 
bigger 
than 
just 
you 
and 
how 
it 
affects 
others 
or 
the 
company 
as 
a 
whole. 
The 
first 
thing 
that 
is 
going 
to 
run 
through 
their 
heads 
when 
you 
are 
presenting 
the 
idea 
is 
“What’s 
in 
it 
for 
me?” 
and 
“How 
is 
this 
going 
to 
benefit 
the 
company?” 
Remember 
that 
you 
are 
asking 
for 
them 
to 
champion 
your 
idea 
and 
put 
their 
name 
on 
it, 
so 
for 
them, 
there 
has 
to 
be 
some 
value 
in 
return. 
Don’t 
get 
caught 
without 
that 
selling 
point 
or 
the 
whole 
thing 
will 
fall 
apart 
and 
you 
will 
not 
be 
able 
to 
recover. 
Most 
times, 
there 
is 
only 
one 
chance 
to 
sell 
it, 
so 
be 
ready 
for 
anything.
To 
best 
help 
you 
prepare, 
here 
are 
3 
things 
that 
you 
can 
do 
to 
ensure 
that 
you 
are 
building 
a 
plan 
that 
is 
beyond 
you 
and 
to 
ensure 
that 
your 
goal/project 
is 
big 
enough. 
1. Create 
individualized 
value 
for 
each 
person 
that 
you 
will 
pitch. 
Remember 
that 
they 
don’t 
care 
what’s 
the 
value 
to 
others; 
it’s 
all 
about 
the 
value 
to 
them. 
So 
be 
sure 
to 
sell 
them 
on 
why 
they 
should 
champion 
it. 
2. Create 
milestones 
or 
quick 
wins 
to 
keep 
momentum. 
When 
gaining 
buy-­‐in 
from 
others, 
you 
have 
to 
be 
able 
to 
manage 
you’re 
their 
excitement 
and 
keep 
them 
motivated. 
If 
the 
project 
is 
going 
to 
take 
6-­‐months 
to 
a 
year 
to 
get 
off 
the 
ground, 
then 
keep 
them 
excited 
with 
milestones 
and 
quick 
wins. 
3. Create 
realistic 
expectations. 
The 
last 
thing 
you 
want 
to 
do 
is 
overpromise 
and 
gain 
buy-­‐in 
for 
something 
that 
is 
impossible 
to 
reach. 
Remember 
that 
most 
management 
need 
tangible 
and 
measurable 
results, 
so 
give 
them 
something 
that 
they 
can 
measure. 
2) Develop 
a 
list 
of 
internal 
advocates 
After 
you 
have 
done 
your 
planning, 
ideation, 
and 
valuation, 
the 
next 
step 
is 
to 
identify 
the 
key 
people 
that 
you 
want 
to 
sell 
this 
idea 
to. 
Not 
sure 
where 
to 
start? 
I 
recommend 
pulling 
out 
the 
company 
org 
chart, 
identifying 
the 
top 
person 
that 
must 
approve 
the 
idea, 
and 
then 
draw 
links 
to 
that 
person 
through 
your 
own 
connections. 
Build 
a 
path 
of 
success 
and 
advocacy 
that 
will 
eventually 
get 
to 
the 
final 
approver, 
and 
build 
advocates 
along 
the 
way 
that 
will 
support 
you 
up 
to 
the 
top. 
Here 
are 
4 
things 
you 
can 
do 
to 
help 
you 
build 
that 
list 
and 
gain 
buy-­‐in. 
1. Identify 
key 
advocates 
and 
champions. 
Looking 
at 
the 
org 
chart 
and 
your 
connections, 
find 
the 
optimal 
path 
to 
success. 
2. Ask 
for 
their 
inputs/buy-­‐in. 
When 
selling 
your 
internal 
advocates, 
be 
sure 
to 
involve 
them 
in 
the 
planning 
and 
ask 
for 
their 
inputs. 
Make 
them 
feel 
that 
they 
now 
also 
own 
the 
idea 
and 
are 
giving 
their 
own 
ideas. 
If 
you 
can 
make 
them 
feel 
a 
sense 
of 
ownership, 
then 
you 
are 
more 
likely 
to 
gain 
their 
buy-­‐in. 
3. Go 
through 
trial 
runs. 
Because 
you 
are 
receiving 
inputs 
from 
various 
people, 
you 
will 
need 
to 
constantly 
make 
updates 
and 
changes 
to 
your 
presentation/proposal. 
If 
may 
take 
a 
few 
sessions 
with 
each 
person 
to 
get 
their 
approval, 
so 
look 
at 
this 
as 
a 
series 
of 
trial 
runs 
and 
you 
are 
getting 
in 
a 
lot 
of 
practice 
before 
making 
the 
final 
presentation 
to 
the 
top 
person. 
4. Manage 
the 
pace 
of 
the 
project. 
You 
may 
be 
working 
to 
gain 
champions 
and 
advocates, 
but 
that 
doesn’t 
mean 
that 
you 
should 
lose 
control 
of 
the 
project. 
It 
is 
your 
job 
to 
maintain 
the 
scope, 
the 
expectations, 
and 
especially 
the 
pace 
of 
the 
project. 
Don’t 
let 
it 
slip 
out 
of 
your 
hands.
3) Sell 
it 
up, 
down, 
and 
to 
the 
side 
Remember 
that 
the 
path 
to 
success 
may 
not 
always 
be 
up. 
Looking 
at 
the 
org 
chart, 
it 
seems 
logical 
to 
just 
get 
buy-­‐in 
from 
your 
boss, 
then 
their 
boss, 
and 
so 
on 
and 
then 
you 
are 
at 
the 
top. 
Well, 
in 
a 
perfect 
situation, 
that 
may 
be 
the 
case. 
But 
with 
the 
unique 
structures 
of 
today’s 
organization, 
you 
have 
to 
be 
agile 
and 
be 
willing 
to 
sell 
in 
multiple 
directions 
to 
get 
to 
the 
top. 
• Selling 
up: 
selling 
to 
Management 
or 
Leadership 
above 
you 
• Selling 
sideways: 
selling 
to 
your 
work 
colleagues 
or 
other 
teams 
within 
your 
department 
or 
outside 
your 
department 
• Selling 
down: 
selling 
to 
your 
team 
and 
gaining 
their 
support 
so 
that 
they 
can 
help 
spread 
the 
word 
to 
others 
In 
conclusion: 
Selling 
a 
project 
internally 
is 
not 
easy 
and 
is 
not 
for 
everyone. 
It 
takes 
practice, 
great 
connections, 
and 
social 
credibility 
to 
make 
it 
happen. 
But 
when 
it 
does 
happen, 
it 
is 
a 
great 
feeling 
to 
see 
how 
a 
great 
idea 
is 
sold 
step-­‐by-­‐step 
through 
the 
company 
and 
up 
to 
the 
top 
until 
the 
day 
it 
gets 
recognition 
by 
Leadership. 
Everyone’s 
path 
to 
selling 
internally 
is 
different 
and 
it 
may 
even 
be 
different 
for 
someone 
each 
time 
they 
sell 
a 
new 
idea. 
Be 
agile 
and 
be 
prepared. 
You 
only 
have 
one 
first 
impression. 
Check 
out 
our 
blog 
at: 
www.artofthewingman.com

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How to Sell a Project Internally

  • 1. Art of the Wingman for Business is dedicated to the businesswomen and businessmen who seek greatness beyond their own and find their successes through helping others succeed. The Business Wingman follows the path of the selfless person. How to Sell a Project Internally Key Points • Build a plan that is beyond you • Develop a list of internal advocates • Sell it up, down, and to the side What sometimes divides those who are successful in the workplace and those who cannot seem to get a break is the ability to sell a project internally. At first, that may sound ridiculous thinking that your success in the business world is tied to your ability to sell, well… you are correct. It actually is an indirect play at measuring your social credibility. Building your social credibility is not easy, but we all know that those with credibility can easily sell a project internally and gain buy-­‐in where others struggle. So…what do we mean when we say selling a project internally? Here are a few examples: • You are developing a new strategy or approach to a common business issue and in order for you to make that business improvement, you need to get buy-­‐in from a series of senior leaders to purchase a new tool to manage that process • Your account or program needs extra budget to be sustained or grow and you have to go to senior members of finance to get approval • You want to test a new marketing channel because you know that it will drive incremental traffic, but the test will cost $25,000 and need get your management to approve the additional funds • You have an idea for a new product offering that you feel the company should adopt, test, and put resources behind, but you need buy-­‐in from a series of leaders to get the idea adopted In a 2012 article in Forbes, “How Extremely Successful People Sell Their Ideas Internally”, the author gives a great explanation of what it means to sell an idea internally especially when you may feel discouraged and without any power to make a difference. It’s all about the strategy you take and your approach.
  • 2. Forbes Article: You can complain, “I don’t have any leverage; I can’t change the cubicles, I can’t rewrite the reward system. And the answer is “No you can’t; don’t even try.” But simply through your own thinking, and getting other people to think differently as well, you can have enormous impact without changing any of that stuff even if you are not a member of the board. The simple fact is “smart is smart,” and we’re talking about you offering up an additional way of viewing problems. You’ll never get in real trouble for doing that, especially if you do it gently by saying “can we think about this in another way?” 1) Build a plan that is beyond you When selling an idea, asking for more resources, or anything that affects that the outcome of the business, you have to always think how your plan/idea/solution is bigger than just you and how it affects others or the company as a whole. The first thing that is going to run through their heads when you are presenting the idea is “What’s in it for me?” and “How is this going to benefit the company?” Remember that you are asking for them to champion your idea and put their name on it, so for them, there has to be some value in return. Don’t get caught without that selling point or the whole thing will fall apart and you will not be able to recover. Most times, there is only one chance to sell it, so be ready for anything.
  • 3. To best help you prepare, here are 3 things that you can do to ensure that you are building a plan that is beyond you and to ensure that your goal/project is big enough. 1. Create individualized value for each person that you will pitch. Remember that they don’t care what’s the value to others; it’s all about the value to them. So be sure to sell them on why they should champion it. 2. Create milestones or quick wins to keep momentum. When gaining buy-­‐in from others, you have to be able to manage you’re their excitement and keep them motivated. If the project is going to take 6-­‐months to a year to get off the ground, then keep them excited with milestones and quick wins. 3. Create realistic expectations. The last thing you want to do is overpromise and gain buy-­‐in for something that is impossible to reach. Remember that most management need tangible and measurable results, so give them something that they can measure. 2) Develop a list of internal advocates After you have done your planning, ideation, and valuation, the next step is to identify the key people that you want to sell this idea to. Not sure where to start? I recommend pulling out the company org chart, identifying the top person that must approve the idea, and then draw links to that person through your own connections. Build a path of success and advocacy that will eventually get to the final approver, and build advocates along the way that will support you up to the top. Here are 4 things you can do to help you build that list and gain buy-­‐in. 1. Identify key advocates and champions. Looking at the org chart and your connections, find the optimal path to success. 2. Ask for their inputs/buy-­‐in. When selling your internal advocates, be sure to involve them in the planning and ask for their inputs. Make them feel that they now also own the idea and are giving their own ideas. If you can make them feel a sense of ownership, then you are more likely to gain their buy-­‐in. 3. Go through trial runs. Because you are receiving inputs from various people, you will need to constantly make updates and changes to your presentation/proposal. If may take a few sessions with each person to get their approval, so look at this as a series of trial runs and you are getting in a lot of practice before making the final presentation to the top person. 4. Manage the pace of the project. You may be working to gain champions and advocates, but that doesn’t mean that you should lose control of the project. It is your job to maintain the scope, the expectations, and especially the pace of the project. Don’t let it slip out of your hands.
  • 4. 3) Sell it up, down, and to the side Remember that the path to success may not always be up. Looking at the org chart, it seems logical to just get buy-­‐in from your boss, then their boss, and so on and then you are at the top. Well, in a perfect situation, that may be the case. But with the unique structures of today’s organization, you have to be agile and be willing to sell in multiple directions to get to the top. • Selling up: selling to Management or Leadership above you • Selling sideways: selling to your work colleagues or other teams within your department or outside your department • Selling down: selling to your team and gaining their support so that they can help spread the word to others In conclusion: Selling a project internally is not easy and is not for everyone. It takes practice, great connections, and social credibility to make it happen. But when it does happen, it is a great feeling to see how a great idea is sold step-­‐by-­‐step through the company and up to the top until the day it gets recognition by Leadership. Everyone’s path to selling internally is different and it may even be different for someone each time they sell a new idea. Be agile and be prepared. You only have one first impression. Check out our blog at: www.artofthewingman.com