1. [Insert proposal title here]
Make the proposal title something that is specific, relevant and addresses the benefit of making the change you’re advocating for, ie ‘Increasing Efficiency through Form Automation’
Proposed For: [Your Boss’s Name]
Proposed By: [Your Name]
[Your Department]
[Date]

2. Current State
In this top section, include a max of three bullets that summarize the pitfalls of the current situation in terms your boss can relate to
Bosses are typically concerned about the following things: time, money, headcount and customer satisfaction. Customers can be internal or external.
Point out how the current state is limiting growth or success in one of the aforementioned areas. If you have hard stats, ie percentages or dollars, lead with these.
Use the bottom half of the slide for a visual that details the current process, with specific emphasis on where you feel it is broken

3. Future State
Using a max of three bullets to explain what the future state process will look like
Do not explain how you’re going to get there (yet)
Stay focused on painting the vision of how the future state process should work
Use the bottom half of the slide for a visual that details the proposed/future process, with specific emphasis on the new or revised details

4. Moving from Current to Future State
On this slide, detail the steps that you, and the organization, need to take to go from current to future state
Simply list the steps in plain language that can be easily understood

5. Contingencies/Requests
Use this slide to identify any contingencies necessary to accomplish your future state proposal
This might take the form of cooperation from other departments or a financial investment
Be clear in what you are asking for

6. Benefits/ROI
Use this slide to talk about the benefits the organization would reap by evolving to the future state you have proposed
Talk in terms that your manager (and their management) can appreciate, ie:
Savings in time
Savings in money
Opportunity to drive increased production/efficiency
Opportunity to drive incremental revenue
Increase in internal customer satisfaction
Increase in external customer satisfaction
If you have asked for a financial investment to fund the process improvement, make sure you provide an ROI – what is the return you expect to generate as a result of the company investing in your proposal?

7. Questions/Feedback
Use this slide as your close, asking your manager if they have any questions about or feedback on the proposal you’ve presented.