Blank Templates for Business Proposal

							Change Proposal: When to Use It
  Use this format when you are suggesting a change. If
  your audience will consider it an unpleasant change, you
  may want to use the Communicate Bad News format.
  Changes could be
      Hiring more people for a project.
      Redoing a process to improve effectiveness.
      Planning different job responsibilities.
      Merging two companies.
      Creating new task guidelines for task.
Change Proposal: Plan Your Presentation
  Objective:                                              Fill this out before you create
                                                          your slides. To see an
  2 key messages                                          example of this slide go to the
    Message 1:                                           Change Ideas File.

    Message 2:                                           To delete a yellow box, select
                                                          the box and hit the delete key.
  Theme / story line:
  I want the audience to
    Say…
    Do…
    Feel…
  Discussion points
    Consider what your audience will want to discuss about the change.
    List two questions to ask at the beginning of your talk and two to ask at the
     end.
Change Proposal: Plan Example
  Objective: Show the audience how this new change will benefit
  them so that they will take steps to implement it.
  2 key messages
    Learn the process and save hours of time.
    Instant help is available with a phone call if you get stuck.
  Theme / story line: A little extra training today equals less work
  tomorrow.
  I want the audience to
    Say: This sounds like a good idea.
    Do: Spend one hour going through the demo and trying out the new
           process.
    Feel: Curious and open to trying the new process.
  Discussion points
    What do you dislike about the process now?
    Do you want someone to go through the demo with you?
                     Use the rest of
                     the slides in this
                     file for your
                     presentation
                     slides. Put the
Presentation Title   slides before
                     this title slide at
Change Proposal      the end of the
                     presentation.
                     You can refer to
                     them when
                     creating your
                     slide’s content
                     and practicing
      Name           the delivery.

      Date
Executive Summary

     Present
                 • Text
     Situation



      Change
                 • Text
   Recommended



     Benefits    • Text




    Next Steps   • Text
Executive Summary
 What’s not working with the present situation
 Change recommended
 Benefits of change
 Next steps to implementation
                            The “Ask
                            Questions”
Agenda                      means for you to
                            tell your audience
                            if they can ask
                            you questions
   Background information   during your talk or
                            at the end.
   Change suggested
   Future benefits




Ask Questions
Background Information
  Create a sense of urgency as you explain why the
  change is necessary
  Build a business case
  List what’s been happening to lead to this change
Change Suggested




     List Change Suggestion Here
How This Change Will Affect You

List key benefit to change here
   Work load
   Responsibilities
   Cost
   Reporting structure
   Career possibilities
Implementation Phases


   Text here   Text here   Text here




    Past       Present     Future

   Text here   Text here   Text here
Ideas for Implementing Change

Positive, can-do attitude
   Lists specific tasks
Three Benefits for You

State the overall benefit here
   List benefits the audience will be most interested in
                                                             Show a chart for
                                                             statistical
Title: Focus of the Chart                                    evidence.




     State a key point about data in the chart
    50
    45
    40
    35
    30
    25
    20
    15
    10
     5
     0
         1st Qtr     2nd Qtr        3rd Qtr       4th Qtr

                   Without Change   With Change

                                                            List source of data here
Next Steps / Support Needed


        Next Steps       Support Needed
1. List step          Text here

2. List step          Text here

3. List step          Text here


4. List step          Text here
                       Show this when
                       you are done and
                       want feedback from
                       your audience.



Your Questions & Comments
                                            Remain in control. Don’t
                                            let your talk be the victim
                                            of the last question or
The Vision for the Future                   comment. Always repeat
                                            the major points that you
                                            want your audience to
  Use this slide after you have answered    remember.

  the last question
  List 3 key points you want your audience to remember
Slide Suggestions
  Cut out specialist words: A cost-cutting specialist may talk about
  people as “units.” Eliminate jargon from your slides.
  Change slide images
    You can replace the pictures in the Title Master, slide 10, with your own.
    You can select and delete the images on slides 11, 14, 17, 18, and 22.
  Complex information: Use the blank templates at the end of this
  file.
Presentation Suggestions
  Language: Do not use words like “you must,” “you should,” “you
  have to.” Consider this a persuasive rather than a dictatorial
  presentation.
  Focus: “We” versus “I” and “You”: State what you will be doing
  and what the audience will be doing. Be specific. Don’t say “we will
  do” when that is not the reality of the situation.
  Team effort: To convey that the change will require a team effort,
  use team metaphors.




              For Design, Delivery and Message Coaching
     claudyne@wilderpresentations.com or www.wilderpresentations.com
            Make your messages clear and audience focused
            Look confident and persuade your audience
Ten Delivery Tips
 Voice: When you are nervous and your voice is shaky, speak a
  little louder. The shakiness will diminish or disappear.
 Eyes: Always start and end each sentence looking at someone.
 Feet: Point them straight towards the back wall. That way you will
  look at everyone in the audience.
 Gestures: Gesture with one or both hands above your waist, not
  by your thighs.
 Arm position: Put your arms by your side. Don’t hold your hands
  in front of you or put your arms behind your back.


                          Don’t read your slides.
          Tell your audience information that is not on the slides.
Ten Delivery Tips
 Filler words: You won’t say “um” when you pause and breathe
  between your sentences.
 Short sentences: Make your sentences short so you can
  emphasize key words, make your point, and give the audience time
  to digest the information.
 Pauses: Pause between your sentences to give your audience
  time to digest what you say.
 Movement: Move towards or away from the audience. Don’t stand
  in the same place the whole time.
 Facial expressions: Don’t present with a deadpan look on your
  face. Express yourself!
Explain These Issues During Your Talk
  Why this change is necessary and important to the company,
  department, group and / or person.
  How this change will benefit you and the audience.
    Short term, if applicable
    Long term, if applicable
  How you and your group are participating in the change with your
  audience. The motto is, “We are in this together.”
  Say, “We are doing this because…” and state facts, feelings, and
  opinions.
    You want your audience to know why change is happening, not just that it
     is happening. They will be more open and feel less coerced.
  Pick a motto, phrase, or metaphor for the change and use it
  throughout the talk.
  Make sure your language will bring the audience to you rather
  than alienating them.