Section 8: Present a Compelling Case and Execution Plan

Now that you’ve done the thinking—make it impossible to ignore.

A strong business case doesn’t just inform. It persuades. It tells a concise story backed by evidence, shaped by strategic alignment, and delivered in a format that earns attention at the right altitude.

This section helps you communicate your case clearly and credibly—so your proposal feels less like a request, and more like an inevitable step forward.


🎬 Structure Your Narrative Like a Strategic Story

You’ve already done the hard part. Now shape it into a clear, executive-ready flow:

1. Context – What’s happening in the business that makes this relevant now?
2. Risk & Opportunity – What’s at stake if we act—or don’t?
3. Options – What choices exist, and what do they cost/gain?
4. Recommendation – Which option you recommend and why
5. Execution Plan – How it will be implemented, measured, and reported
6. Strategic Fit – How it connects to board-level goals, transformation programs, or key initiatives

Keep it tight: 5–8 slides or a single-page summary. Every sentence should earn its place.


📋 Show the Execution Roadmap

Leaders don’t just want to fund a problem—they want to see a plan that delivers results.

Include:

Tip: Show you’re ready. Don’t ask for funding unless you’re also ready to execute.


💬 Practice the Pitch—Then Cut It in Half

Once your materials are ready, rehearse the pitch with a trusted peer. Ask them:

Then refine it. Tighten your lead. Simplify your framing. Deliver the message in 10 minutes or less. Let your case speak for itself—and leave space for questions, concerns, and dialogue.


📌 Leave Behind Something Sticky

Most decisions won’t happen during your meeting—they’ll happen afterward.

Make it easy to remember you and your case. Leave behind:

Pro Tip: Give them something they can advocate with—even if you’re not in the room.


🧠 Strategic Inputs to Carry Forward

This is your turning point:


📝 Section 8 Planning Questions

  1. Can you explain your case in 90 seconds—without jargon or technical depth?

  2. What would success look like in 30/60/90 days if this proposal is approved?

  3. What is the one phrase or visual that will help decision-makers remember and retell your case?

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