This document provides worksheets and guidance for developing a strategic plan to launch a new product. It includes sections to outline the business solution, budget, partnerships, resources, customers and market. Worksheets guide the user to define goals, conduct a SWOT analysis, and establish objectives, strategies and tactics (GOAL POST framework). The document is intended to help clarify vision, gain focus and develop an actionable go-to-market plan for launching a new product or solution.
This is a vocational, hands-on training that is rarely seen in the Middle East. Participants spend 2 days full of role playing and hands on practice. They get exposed to sales situations, call on customers, do needs analysis, present their solutions and finally get their customer commitment to close the sale.
Business Agility: Accelerating Business Innovation & TransformationCory Smith
Business Agility focuses on finding holistic
solutions to complex business problems; linking innovation
and transformation to outcomes the business cares about and
creating a rich picture of the problem(s) to be solved,
collaboratively.
Daniel zacarias - Productized MasterclassesProductized
1. Why it’s important (and how) to engage internal stakeholders Communicate clearly and persuasively, and align towards a common mission and vision.
2. We build tech products, but usually the hard part is not the tech, but the people. Different teams with different agendas, “irrational" decision-making, feature requests coming out of nowhere, lack of strategic direction. If you’ve read this far, you know the drill.
3. “Unpack” these problems and share battle-tested tools that have helped me in my work as a PM and consultant, and that I hope are useful to you as well. There are hard limits into what we can fix as PMs in a broader organization, but there’s also a lot we can do (and should be aware of) to drastically cut down on stakeholder alignment challenges.
4. Tools to help you A framework to manage your internal stakeholders and communications strategically and 4 tools to help you communicate more clearly (and persuasively)
5. And many more strategies Such as techniques to help a group reach consensus without (much) discussion and approaches to gradually lead stakeholders to think about problems first, instead of features (solutions).
Product Management by Numbers: Using Metrics To Optimize Your Product by Dan ...Dan Olsen
Best practices in using metrics to optimize your web product. I gave this webinar on Dec 17, 2008, as part of FeaturePlan's series "The Product Management View".
This is a vocational, hands-on training that is rarely seen in the Middle East. Participants spend 2 days full of role playing and hands on practice. They get exposed to sales situations, call on customers, do needs analysis, present their solutions and finally get their customer commitment to close the sale.
Business Agility: Accelerating Business Innovation & TransformationCory Smith
Business Agility focuses on finding holistic
solutions to complex business problems; linking innovation
and transformation to outcomes the business cares about and
creating a rich picture of the problem(s) to be solved,
collaboratively.
Daniel zacarias - Productized MasterclassesProductized
1. Why it’s important (and how) to engage internal stakeholders Communicate clearly and persuasively, and align towards a common mission and vision.
2. We build tech products, but usually the hard part is not the tech, but the people. Different teams with different agendas, “irrational" decision-making, feature requests coming out of nowhere, lack of strategic direction. If you’ve read this far, you know the drill.
3. “Unpack” these problems and share battle-tested tools that have helped me in my work as a PM and consultant, and that I hope are useful to you as well. There are hard limits into what we can fix as PMs in a broader organization, but there’s also a lot we can do (and should be aware of) to drastically cut down on stakeholder alignment challenges.
4. Tools to help you A framework to manage your internal stakeholders and communications strategically and 4 tools to help you communicate more clearly (and persuasively)
5. And many more strategies Such as techniques to help a group reach consensus without (much) discussion and approaches to gradually lead stakeholders to think about problems first, instead of features (solutions).
Product Management by Numbers: Using Metrics To Optimize Your Product by Dan ...Dan Olsen
Best practices in using metrics to optimize your web product. I gave this webinar on Dec 17, 2008, as part of FeaturePlan's series "The Product Management View".
How to Master Product Management Case Studies by fmr Groupon PMProduct School
Main takeaways
- How does one proceed in an interview when given a product case study to solve
- What are some of the most common case questions to practice
- What hiring managers are looking for when asking candidates to solve a product case
- The importance of a good hypothesis
- Best frameworks that can come in handy
An Evolving Career in Innovation Management Steven Palmer
Over the last decade, businesses within the United States have seen an incredible surge in the demand for Innovative capabilities. But how do you develop the skills necessary to drive new ideas? We exam that question through the lens of the Project Manager in a speech originally presented at PMI Honolulu.
For successful innovation its important to first identify opportunities to innovate. If that's not done properly, whatever efforts one might put will not yield any results. The presentation gives insight into how to find innovation opportunities at customer interface and across the value chain.
Connect : prashantj@bmgindia.com in case you want this presentation
More Information:
https://mark-bridges.medium.com/the-top-101-consulting-frameworks-of-2020-3b9be58ce18e
At the end of each year, we publish a list of the top 101 consulting frameworks from the FlevyPro Library. We add new frameworks to FlevyPro each week based on market trends (e.g. Digital Transformation, Customer-centric Design) and customer demand. (See the top 101 consulting frameworks of 2019.)
Business frameworks are powerful tools consultants leverage to address their clients’ business issues in an organized, thorough, and efficient fashion. Each of our framework guides is a detailed PowerPoint presentation that provides a structured approach to analyzing and solving a common business problem, from issues in Strategy Development to Digital Transformation to Leadership Development.
Got a question about this presentation? Email us at support@flevy.com.
Product Roadmaps - Tips on how to create and manage roadmapsMarc Abraham
This presentation is focused on two areas with respect to product roadmaps. Firstly, a roadmap is a not a loose collection of timings and features. Secondly, it is key to define a product vision, goals and strategy before creating a roadmap.
In the final section of Marketing Strategies, we cover three new strategies. These include: geo-marketing, influencer marketing and neuromarketing. Take a look at the SlideShare for definitions, facts, how-to and more.
The Strategic Role of Product Management
The Strategic Role of Product Management explains why product management is a critical, strategic role in a technology company. One which guides products to be created based on a market need, not because someone thinks it is a good idea.company. One which guides products to be created based on a market need, not because someone thinks it is a good idea.
Patterns that support agile business development. These patterns can also be called Evaluation Patterns, for they provide the building blocks to take an evaluation-driven approach to funding R&D.
From talk to CTO School in NYC
- what is good product management
- how engineering can be a good partner to product (and how to structure product leadership)
- how to hire
Mergers and Acquisitions Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Toolkit was created by ex-McKinsey & Deloitte Consultants, and JP Morgan Investment Bankers, after more than 2,000 hours of work. It is considered the world's best & most comprehensive Mergers and Acquisitions Toolkit. It includes all the Frameworks, Tools & Templates required to improve the M&A capability of your organization and boost your personal career. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
Effective Turnaround Strategy For Business Restructuring PowerPoint Presentat...SlideTeam
The PowerPoint template is useful tool for firms which are performing poorly for extended period of time and delivering recovering strategies by identifying critical issues existing in firm. The template is useful tool in presenting various turnaround strategies such as change in management, stakeholder support rebuilding, operational efficiency, financial turnaround strategies and handling customers. Initially, it covers details about the firm present scenario with current concerns faced by firm leading to corporate failures such as reported financial loss, increase in customer attrition rate, addressing financial ratios of firm at present, determine digital delivery gap, determine current state of firm operations such as siloed data sources and complex IT systems, etc, analyzing ownership patterns of shareholders, determine capital structure funding sources and debt equity ratio and addressing financial statements. The firm will implement turnaround plan by determining turnaround restructuring path, different stages of turnaround, addressing workstreams in turnaround plan for key functional areas of firm. The firm will change its senior management for thought leadership, restore stakeholder support through effective communication, employee management through retention initiatives and downsizing, workforce upskilling, the firm will improve critical processes through quality improvement and overall cost reduction and will perform financial restructuring through asset reduction and short-term financing. It will handle customer through customer retention and marketing initiatives. The template covers details about budget for implementing digital advancement solution and determine the impact of turnaround plan on firms growth. https://bit.ly/2KssKCI
Go to www.slidebooks.com to access the editable version in Powerpoint and Excel of this Business Toolkit created by former management consultants from Deloitte and McKinsey.
Did you know that a strong talent brand attracts more than 2x the number of applicants for job postings, and can cut your cost per hire by almost 50%?
3 things you'll learn how to do in this deck:
Brand your organization as a great place to work
Engage individuals with exactly the skills you need
Get your opportunities in front of mission driven candidates
Social media levels the branding playing field. By leveraging LinkedIn strategically, even small nonprofits can compete with the hottest companies for talent.
Check out the full webinar on how to make your nonprofit irresistible: http://youtu.be/GhgpWsQcvR4
How do you create, execute and evaluate a social media marketing plan? Nikki taught the recent MacEwan Arts Outreach course Social Media Strategies. These slides go through a basic communications/marketing plan format for setting and measuring digital outcomes.
Unicom 2014 - Staying relevant in the digital ecomonyMike Clark
The step towards customer experience architecture - Enterprises are attempting to incorporate multi-channels, new customer insights and a much faster rate of change into their business models. In an attempt to tackle this complexity and dynamics of an evolving enterprise, the Enterprise and Business Architecture disciplines have continued to emerge, enabling the organisation to bring all the various moving parts together. Business capabilities and the term “business model” have slowly become part of everyday language amongst stakeholders. Yet even with these successes the disciplines are still too big a pill for management to swallow, and it’s value often gets lost. The challenge of collaboratively exploring potential futures with relevant stakeholders and practitioners of related disciplines still remains.
The shift in focus to digital channels requires a new way of using and leveraging architectures.
When Applying Lean to Sales and Marketing many companies try to use traditional approaches and use the typical segmentation strategy. I like to organize the Structure of Lean in sales through the path of SDCA, PDCA and EDCA.
How to Master Product Management Case Studies by fmr Groupon PMProduct School
Main takeaways
- How does one proceed in an interview when given a product case study to solve
- What are some of the most common case questions to practice
- What hiring managers are looking for when asking candidates to solve a product case
- The importance of a good hypothesis
- Best frameworks that can come in handy
An Evolving Career in Innovation Management Steven Palmer
Over the last decade, businesses within the United States have seen an incredible surge in the demand for Innovative capabilities. But how do you develop the skills necessary to drive new ideas? We exam that question through the lens of the Project Manager in a speech originally presented at PMI Honolulu.
For successful innovation its important to first identify opportunities to innovate. If that's not done properly, whatever efforts one might put will not yield any results. The presentation gives insight into how to find innovation opportunities at customer interface and across the value chain.
Connect : prashantj@bmgindia.com in case you want this presentation
More Information:
https://mark-bridges.medium.com/the-top-101-consulting-frameworks-of-2020-3b9be58ce18e
At the end of each year, we publish a list of the top 101 consulting frameworks from the FlevyPro Library. We add new frameworks to FlevyPro each week based on market trends (e.g. Digital Transformation, Customer-centric Design) and customer demand. (See the top 101 consulting frameworks of 2019.)
Business frameworks are powerful tools consultants leverage to address their clients’ business issues in an organized, thorough, and efficient fashion. Each of our framework guides is a detailed PowerPoint presentation that provides a structured approach to analyzing and solving a common business problem, from issues in Strategy Development to Digital Transformation to Leadership Development.
Got a question about this presentation? Email us at support@flevy.com.
Product Roadmaps - Tips on how to create and manage roadmapsMarc Abraham
This presentation is focused on two areas with respect to product roadmaps. Firstly, a roadmap is a not a loose collection of timings and features. Secondly, it is key to define a product vision, goals and strategy before creating a roadmap.
In the final section of Marketing Strategies, we cover three new strategies. These include: geo-marketing, influencer marketing and neuromarketing. Take a look at the SlideShare for definitions, facts, how-to and more.
The Strategic Role of Product Management
The Strategic Role of Product Management explains why product management is a critical, strategic role in a technology company. One which guides products to be created based on a market need, not because someone thinks it is a good idea.company. One which guides products to be created based on a market need, not because someone thinks it is a good idea.
Patterns that support agile business development. These patterns can also be called Evaluation Patterns, for they provide the building blocks to take an evaluation-driven approach to funding R&D.
From talk to CTO School in NYC
- what is good product management
- how engineering can be a good partner to product (and how to structure product leadership)
- how to hire
Mergers and Acquisitions Toolkit - Framework, Best Practices and TemplatesAurelien Domont, MBA
This Toolkit was created by ex-McKinsey & Deloitte Consultants, and JP Morgan Investment Bankers, after more than 2,000 hours of work. It is considered the world's best & most comprehensive Mergers and Acquisitions Toolkit. It includes all the Frameworks, Tools & Templates required to improve the M&A capability of your organization and boost your personal career. This Slideshare Powerpoint presentation is only a small preview of our Toolkit. You can download the entire Toolkit in Powerpoint and Excel at www.slidebooks.com
Effective Turnaround Strategy For Business Restructuring PowerPoint Presentat...SlideTeam
The PowerPoint template is useful tool for firms which are performing poorly for extended period of time and delivering recovering strategies by identifying critical issues existing in firm. The template is useful tool in presenting various turnaround strategies such as change in management, stakeholder support rebuilding, operational efficiency, financial turnaround strategies and handling customers. Initially, it covers details about the firm present scenario with current concerns faced by firm leading to corporate failures such as reported financial loss, increase in customer attrition rate, addressing financial ratios of firm at present, determine digital delivery gap, determine current state of firm operations such as siloed data sources and complex IT systems, etc, analyzing ownership patterns of shareholders, determine capital structure funding sources and debt equity ratio and addressing financial statements. The firm will implement turnaround plan by determining turnaround restructuring path, different stages of turnaround, addressing workstreams in turnaround plan for key functional areas of firm. The firm will change its senior management for thought leadership, restore stakeholder support through effective communication, employee management through retention initiatives and downsizing, workforce upskilling, the firm will improve critical processes through quality improvement and overall cost reduction and will perform financial restructuring through asset reduction and short-term financing. It will handle customer through customer retention and marketing initiatives. The template covers details about budget for implementing digital advancement solution and determine the impact of turnaround plan on firms growth. https://bit.ly/2KssKCI
Go to www.slidebooks.com to access the editable version in Powerpoint and Excel of this Business Toolkit created by former management consultants from Deloitte and McKinsey.
Did you know that a strong talent brand attracts more than 2x the number of applicants for job postings, and can cut your cost per hire by almost 50%?
3 things you'll learn how to do in this deck:
Brand your organization as a great place to work
Engage individuals with exactly the skills you need
Get your opportunities in front of mission driven candidates
Social media levels the branding playing field. By leveraging LinkedIn strategically, even small nonprofits can compete with the hottest companies for talent.
Check out the full webinar on how to make your nonprofit irresistible: http://youtu.be/GhgpWsQcvR4
How do you create, execute and evaluate a social media marketing plan? Nikki taught the recent MacEwan Arts Outreach course Social Media Strategies. These slides go through a basic communications/marketing plan format for setting and measuring digital outcomes.
Unicom 2014 - Staying relevant in the digital ecomonyMike Clark
The step towards customer experience architecture - Enterprises are attempting to incorporate multi-channels, new customer insights and a much faster rate of change into their business models. In an attempt to tackle this complexity and dynamics of an evolving enterprise, the Enterprise and Business Architecture disciplines have continued to emerge, enabling the organisation to bring all the various moving parts together. Business capabilities and the term “business model” have slowly become part of everyday language amongst stakeholders. Yet even with these successes the disciplines are still too big a pill for management to swallow, and it’s value often gets lost. The challenge of collaboratively exploring potential futures with relevant stakeholders and practitioners of related disciplines still remains.
The shift in focus to digital channels requires a new way of using and leveraging architectures.
When Applying Lean to Sales and Marketing many companies try to use traditional approaches and use the typical segmentation strategy. I like to organize the Structure of Lean in sales through the path of SDCA, PDCA and EDCA.
Alla conferenza stampa di bilancio del 10 giugno 2016, il presidente della Direzione Felix Weber presenta i fatti e gli sviluppi che hanno caratterizzato il 2015. Per saperne di più: http://www.suva.ch/M7sPm9q
Education ERP Product - Eduberry includes Education Management Software, School and College Management Solution. Having Eduberry School and Eduberry Higher Education & Research Product for institutions.
Alla conferenza stampa sul bilancio del 10 giugno 2016 Ernst Mäder, capo delle finanze e membro della Direzione Suva, presenta il conto annuale 2015 e le previsioni finanziarie per il 2016. Maggiori informazioni: http://www.suva.ch/M7sPm9q
Catálogo do acervo documental de Achiles Ferreira de AlmeidaPedro Abreu Peixoto
Entregue ao proprietário conforme o protocolo assinado com a Câmara Municipal de Vila Real em 19 de Junho de 2013, depois de organizado e integralmente digitalizado, o acervo documental de Achiles Ferreira de Almeida é um conjunto documental fundamental para o estudo da história de Vila Real do Séc. XX, com profusa documentação relacionada com os bombeiros, actividade académica, actividade cultural e quotidiana da cidade e do concelho e ainda basta documentação ligada à cidade de Coimbra.
Challenges and solution to innovation management. Framework for a) understanding the state of your innovation efforts, b) determine where to focus to improve - to find the "choke point", and c) examples of new tools to enable best practices to align work to what customers value, fast
Management Consulting - Personal Growth & LeadershipHocein
FREE MANAGEMENT CONSULTING COURSE on www.oeconsulting.be
Operational Excellence Consulting
Tips for starting a business :
1. The “Does it matter?”-Test
Trust your emotions.
Know that a problem can suddenly become an opportunity to start from scratch without a legacy to carry on. A project has to meet specific needs or create something compelling, like a feature that sparks an emotion that you want to see.
2. Make a little, Try a Little and Sell a Little
Avoid getting too much money too soon.
3. Selling Your project & Yourself
4. Community organizing
Identifying the people around you with whom you can create a common, passionate cause
5. Executing your project
Think of execution as a series of rapid prototypes. Great projects get instant feedback and do instant adjustment cycles. The more iterations you can rapidly go through, the faster you can execute your project.
Starting your own business with “Lean start-up” :
Lean startup is a methodology for developing businesses and products, which aims to shorten product development cycles and rapidly discover if a proposed business model is viable, because the primary objective is to have a safe cash flow which then can be invested in risky developments.
Central to the lean startup methodology is the assumption that when startup companies invest their time into iteratively building products or services to meet the needs of early customers, the company can reduce market risks like creating a complete product that doesn’t appeal to the customers or like creating a lot of features that are not used or required by the customers. So the advantage is that there is no need for large amounts of initial project funding and expensive product launches and failures. This is done with two techniques :
A minimum viable product “MVP” (similar to a pilot experiment) is the version of a new product which allows a team to collect the maximum amount of validated learning about customers with the least effort
A split or A/B test is an experiment in which different versions of a product are offered to customers at the same time. The goal of a split test is to observe differences in behavior between the two groups and to measure the impact of each version on an actionable metric.
Customer feedback during the development of products or services is integral to the lean startup process, and ensures that the company does not invest time designing features or services that consumers do not want. Customer feedback is measured through two processes, using key performance indicators and a continuous deployment process.
Personal leadership - Lean startup, funding, business plan, new jobHocein
FREE MANAGEMENT CONSULTING COURSE on www.oeconsulting.be
Tips for starting a business :
1. The “Does it matter?”-Test
Trust your emotions.
Know that a problem can suddenly become an opportunity to start from scratch without a legacy to carry on. A project has to meet specific needs or create something compelling, like a feature that sparks an emotion that you want to see.
2. Make a little, Try a Little and Sell a Little
Avoid getting too much money too soon.
3. Selling Your project & Yourself
4. Community organizing
Identifying the people around you with whom you can create a common, passionate cause
5. Executing your project
Think of execution as a series of rapid prototypes. Great projects get instant feedback and do instant adjustment cycles. The more iterations you can rapidly go through, the faster you can execute your project.
Starting your own business with “Lean start-up” :
Lean startup is a methodology for developing businesses and products, which aims to shorten product development cycles and rapidly discover if a proposed business model is viable, because the primary objective is to have a safe cash flow which then can be invested in risky developments.
Central to the lean startup methodology is the assumption that when startup companies invest their time into iteratively building products or services to meet the needs of early customers, the company can reduce market risks like creating a complete product that doesn’t appeal to the customers or like creating a lot of features that are not used or required by the customers. So the advantage is that there is no need for large amounts of initial project funding and expensive product launches and failures. This is done with two techniques :
A minimum viable product “MVP” (similar to a pilot experiment) is the version of a new product which allows a team to collect the maximum amount of validated learning about customers with the least effort
A split or A/B test is an experiment in which different versions of a product are offered to customers at the same time. The goal of a split test is to observe differences in behavior between the two groups and to measure the impact of each version on an actionable metric.
Customer feedback during the development of products or services is integral to the lean startup process, and ensures that the company does not invest time designing features or services that consumers do not want. Customer feedback is measured through two processes, using key performance indicators and a continuous deployment process.
A new way of funding your project is crowdfunding : Collect small amounts at a large public via the internet for your project
Business Planning in Real Life, Part 1John Doxaras
In the context of "Innovation and Entrepreneurship" course of Health and Exercise MSc of University of Thessaly we gave the following lecture on business planning (http://www.pe-uth.gr/msc/). We adopted a case study approach elaborating on a project that resonates with the background of the majority of the students in the class, originating from medical, coaching and nutritionist backgrounds.
In particular we describe a fitness and biorhythms monitoring portal where end users upload their trainings and life-casting behaviors, socializing and getting advices from experts on fitness straining, diets, supplements and apparel!
What makes a new business venture successful? This paper outlines the key questions every entrepreneur should ask and have answers for before they launch a new venture.
IEEE GlobalSpec is pleased to provide you with this Marketing Planning Kit to help you evaluate the effectiveness of your
current marketing choices, calculate the value of existing marketing programs, understand today’s marketing landscape,
and plan more effective strategies for 2020. Our intent is to help you define and achieve your marketing goals and
objectives for the year ahead.
From Product Vision to Story Map - Lean / Agile Product shapingJérôme Kehrli
A lot of Software Engineering projects fail for a lack of shared vision due to poor communication among people involved in the project.
A sound maintenance of the product backlog can only be achieved if all the people have a good understanding of what they have to do (common vision).
Roman Pichler, in a post originally written in Jul 16 2012, has proposed a really interesting approach: use various canvas to create and share product vision and product backlog creation and refinement.
This presentation is a drive through these various boards and canvas that should be designed in prior to any product development: the Product Vision, the Lean Canvas, The Product Definition and the Story Map.
2. C: 647.501.2295 | T: 905.826.3358 | E: stephanie@inflectionpointinc.ca
All Rights Reserved. March 2012.
Table of Contents
How to Use this Workbook......................................................................................................................3
Vision & Strategy.....................................................................................................................................4
Business Solution Overview.................................................................................................................4
Budget & Funding................................................................................................................................9
Partnerships ......................................................................................................................................10
People Resources ..............................................................................................................................11
Customer and Market Information ....................................................................................................12
Sum It Up!.............................................................................................................................................14
People, Purpose, and Process ............................................................................................................14
SWOT ................................................................................................................................................15
Goal POST..........................................................................................................................................16
GAP Analysis and Recommended Action................................................................................................17
3. C: 647.501.2295 | T: 905.826.3358 | E: stephanie@inflectionpointinc.ca
All Rights Reserved. March 2012.
How to Use this Workbook
This workbook is designed to help clarify the vision for your product or solution path to market, and to
develop the strategy to get you there, in a thoughtful, methodical way. Formalizing your plans and
ideas on paper often help gain focus on what is important. It also provides a road map to refer to when
things get hectic. Which they will.
The workbook can be completed independent of Inflection Point Inc. (IPI) as a self-directed module, in
which you complete the majority of the questions highlighting areas that may be unknown or under
developed at this point, or that you may need coaching or guidance around. Once this is complete we
have an interactive session to clarify, focus and develop your go to market plan and action items.
Alternatively, IPI can be engaged to facilitate and lead you and/or the executive team through the
exercises and diving deeper into key areas.
Let’s get started!
4. C: 647.501.2295 | T: 905.826.3358 | E: stephanie@inflectionpointinc.ca
All Rights Reserved. March 2012.
Vision & Strategy
During this phase we create a baseline understanding of the current situation with factual information.
This is an essential step to gain insight into your background, expertise, organization and processes and
build the foundation for a scalable, sustainable and successful plan.
Business Solution Overview
1. What was the motivation to create this solution?
2. What are the needs of your end user? How do you know? What do you know about this market
segment and projected growth?
5. C: 647.501.2295 | T: 905.826.3358 | E: stephanie@inflectionpointinc.ca
All Rights Reserved. March 2012.
3. Has the company launched new products or solutions in the past? What did you learn that will
accelerate this process?
4. Do you have anyone on the board of directors and executive team who “owns” the success of this
project (If your answer is “we all do” my reply is “then no one does”)? Do these individuals have
experience with achieving the goals your organization has set for this solution (i.e. building a
business to 1 billion, prepping for IPO)? Does at least one member have a solid reputation within
the market segment you are looking to grow?
6. C: 647.501.2295 | T: 905.826.3358 | E: stephanie@inflectionpointinc.ca
All Rights Reserved. March 2012.
5. Consider an advisory board as a subset for this solution launch. Do you have diversity on your
board and do they reflect your target customer? Consider Alliances and Customers.
6. What are your goals for the product (think SMART. Specific, Measurable, Attainable, Realistic and
Timely)? Consider what you are looking to do: spin the product off into a stand-alone company? Is
this product a testing ground for future follow on solutions?
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7. Set some more tactical goals around number of new customers, average deal size, target revenue
and margin, growth percentage. Be as specific as possible. Topics to consider include personal,
business, strategic and tactical.
8. What is your timeline and project plan for launching the project?
8. C: 647.501.2295 | T: 905.826.3358 | E: stephanie@inflectionpointinc.ca
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9. What Geographies, Territories, or verticals do you see this product gaining immediate traction in?
10. How easily can the solution be duplicated into other territories or verticals? Which areas will be the
easiest?
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Budget & Funding
11. How much have you budgeted to launch his solution?
12. How much and in what form (resources, equipment, time, money)? Who are they, what and how
much can they provide?
Resources Required Source Estimated Amount
13. Do you require more funding who else can you go to for these needs?
Resources Required Source Estimated Amount
10. C: 647.501.2295 | T: 905.826.3358 | E: stephanie@inflectionpointinc.ca
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Partnerships
14. Are there existing relationships with Alliances & Partners that you can leverage to accelerate
growth?
15. Who are your top 3 partners related to this project and why?
16. How would you describe these relationships?
17. What are the most important attributes you look for in partnerships, specific to this project?
• Lead generation
• Access to verticals
• Complimentary solution
• Brand recognition
• Resources to share
• Ease of doing business
Strategic Emerging Tactical Neutral
Partner #1
Partner #2
Partner #3
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People Resources
18. Do you have existing resources you can deploy against launching this product? Sales, marketing,
technical, operations, finance? Who and how many? How will reallocating these resources impact
the rest of the business?
19. What is your plan to train your internal staff (sales, sales support, pre-sales) on the product
messaging? Is this solution a stand-alone product or is it integrated into other solution areas that
already exist in your business? Do you have an elevator pitch designed?
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Customer and Market Information
20. What does you customer profile look like today? Who is your target customer (territory, vertical,
size (seats, data usage etc.)? Are there similarities that you can leverage?
21. What are you doing today to reach the target market for this solution? Is it successful? How do you
know (use third party research if possible)? What is your largest obstacle to reach your target
market?
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22. Are there industry awards for the product/ solution that you are launching? Are there any specific
awards you would like to win? What do you need to do to achieve this?
23. Do you have any known competitors? Are there activities they are doing that you like/ don’t like?
24. Summarize your market description from the information above- what market are you going after?
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Sum It Up!
People, Purpose, and Process
This next section should be completed with as many of your stakeholders as possible, or at least
representation from product development, sales and technical support (these all may be you right now!)
Without the right people, the right process or understanding of what the purpose is, success is virtually
impossible to achieve.
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All Rights Reserved. March 2012.
SWOT
People: Key stakeholders. Recommend representation from sales, technical, marketing and operations
Purpose: creates a sense of responsibility, allows for discovery of new ideas and perspectives; learning
experience; creates a collaborative end product; gains buy-in from stakeholders whose support and
involvement is a critical success factor.
Process: interactive session to complete SWOT exercise specific to YOUR ORGANIZATION expanding into
a specific market.
Internal Factors: Strengths and Weaknesses
External Factors: Opportunities and Threats
Internal Analysis
Strengths: What are the unique capabilities
that give your company a competitive
advantage in this market?
Weaknesses: What resources and
capabilities does your company lack that
impact ability to compete in this market?
External Analysis
Opportunities: External or market factors
that give your company an opportunity for
profit and growth in this market?
Threats: External or Market Factors that
prevent or threaten your company
opportunity or strengths in this market?
16. C: 647.501.2295 | T: 905.826.3358 | E: stephanie@inflectionpointinc.ca
All Rights Reserved. March 2012.
Goal POSTi
People: Key stakeholders. Recommend representation from sales, technical, marketing and operations
Purpose: identify critical success factors; provide a roadmap to follow and methodology to track success
Process
Interactive brainstorming session to identify and define:
GOAL: Where you are going in the long run: i.e. Your Organization will be the go to experts on data
management solutions for the enterprise voice and video data market.
Profile Starting Point- based on Strengths and Weaknesses, competitive profile. Factual
Objective What you want to achieve 3 to 5 that are specific and measurable.
Strategy How are you going to get there? Clear and simple terms the approach to obtaining
goals
Tactics What needs to be done, by Who and When
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All Rights Reserved. March 2012.
GAP Analysis and Recommended Action
This is the area where we reconvene (If you have travelled this far on your own).
We will spend approximately 2 to 3 hours in an interactive session reviewing the work you have done,
and clarifying any information as well as provide guidance for any areas that were left open for more
discussion.
Using the information gathered from your work a gap analysis will be created and a strategy will be
recommended to reach your organizations desired goal.
Deliverable you can expect to receive will include a summary of your current state and recommended
action items for execution in order to reach your goal. This analysis and recommendation includes an
executive level marketing and alliance strategy.
i
Michael Porter, Institute for Strategy and Competitiveness, Harvard University Business School