Introduction
While reading numerous books on Proposals, Project Planning and Project Management, I came up with this outline that can help you quickly create and communicate necessary details to your teams.
Developers often forget how important it is to communicate and convince the Business Team that System Creation and Code Changes must be made. Following the short outline may help you to create a sound argument which will convince the Business Team to fund and/or allow the project to be taken on.
Background
A lot of this outline comes from reading and re-reading the very good book: Writing Winning Business Proposals, Third Edition[^]
7-Step Outline
Here’s a quick 7-Step outline you can use to create a presentation or document when you need convince Stakeholders that a Code or System change should be implemented.
- Describe the current state (of system or code) and what is missing.
- The audience needs to know why you are asking for the change.
- Make sure your Problem Statement is clear. The Problem Statement is often ignored or is explained very unclearly and causes the audience to fail to understand the importance of the project.
- Summarize the desired state and why it is important.
- Again, the audience needs to know what advantages which will arise from implementing the change.
- Provide steps to get to desired state.
- This will allow your audience to get an idea of the scope of the project (and help them understand if it will takes hours, days or years to implement the change).
- Why you (or your group) are the right team to get to the desired state.
- How much history you have with your audience will determine how much info you need to provide to convince them that you are the right person or team to do the work.
- List Challenges to achieving the desired state.
- Provide a list of items that could hinder the team (or cause the project to fail)
- Provide feasibility of achieving desired state.
- Provide monetary and time estimates and list of resources needed so audience can determine how likely it is that everything can be pulled together to achieve the desired state.
- Provide a convincing call for others to drive towards the desired state.
- After you’ve put everything forward, make a strong request that the project begin so the problem can be solved.
Consider Applying This Outline One Time & Discover How It Helps
If you apply this outline as you attempt to create your documentation or presentation, it will help you create a fast / short document which will provide the necessary details so a good dialogue about the project can begin.
What Do You Think?
What process do you use to communicate and convince your team that a particular system or code changes should be implemented?
History
11 May, 2024: Initial version
