1. Strategic Presentation
We Need to Do “X”

2. What is the Current Problem?
Consequences of the wrong actions
Consequences of inaction
Identify the pain

3. How Did We Get Here? Where we are today
Any relevant historical information
Where we are today
Original assumptions that are no longer valid

4. Your recommendations for solving the problem
What you’ve already tried
What you recommend
Problem solved
What others are suggesting (and why it won’t work)

5. The Following Process Provides a Solution
Phase 1
Phase 2
Phase 3
Activity descriptions
Activity descriptions
Activity descriptions

6. Proposed Process
Step 1
Step 2
Step 3
Solution
Problem

7. Proposed Process (2)

8. A Call to Action Immediate steps to be taken
Contingencies and follow-up
Sign off (ask for the order in sales terms) – get authorization