🔒 Unlock

<h2 style="text-align: center"><em><u>How To Use This Template</u></em></h2><p></p><h3>Step 1: Click &quot;Use as Template&quot; to copy into your own Distribute Workspace</h3><div style=""><figure data-media-width="848" data-media-height="475" data-align="center" data-type="resizeableFigure" style="justify-content: center" class="resizeable-figure resizeable-figure-margin"><div style="height: auto;width: 848px; "><img src="https://storage.distribute.so/media/main/b85468e7-0197-4188-a40b-fc4c4562e09f/3d70a84f-028d-41be-8d82-5d720fd9e1ee.png" alt="Business Case Framework 2024-11-08 at 3.29.15 PM.png.png" title="Business Case Framework 2024-11-08 at 3.29.15 PM.png.png"></div></figure></div><h3>Step 2: Make edits.</h3><h3>Step 3: Share with customers and get an email when it&apos;s viewed!</h3><p></p><h2 style="text-align: center"><em>Enjoy :)</em></h2><p></p>

👉 [START HERE]

Greetings {recipient's name} 👋,

I'm excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy

Account Executive

Andy

Sales Engineer

Executive Sponsor

<h2>Key Stakeholders</h2><h3>Internal Team</h3><h4>Account Executive</h4><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Account Executive" name="Andy" photoUrl="https://storage.distribute.so/media/main/4f191e33-c1e8-49f1-a8f4-863cae76e776/c66e588a-f2f2-4858-a096-e7182d812cec.png" email="[object Object]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar avatar--src contact-card__avatar "><img class="avatar__img" src="https://storage.distribute.so/media/main/4f191e33-c1e8-49f1-a8f4-863cae76e776/c66e588a-f2f2-4858-a096-e7182d812cec.png" alt="User profile avatar"></span><div class="contact-card__basic-info"><span class="contact-card__name">Andy</span><span class="contact-card__company-info">Account Executive • Distribute</span></div></div><div class="contact-card__contact-list"><div class="contact-card__contact-item"><div class="contact-card__contact-icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/at-sign.svg"></div><a href="mailto:andy@distribute.so" class="contact-card__contact-link" target="_blank" rel="noreferrer">andy@distribute.so</a><div class="contact-card__copy-button" data-text="andy@distribute.so"><img class="contact-card__copy-contact" src="https://storage.googleapis.com/distribute-production-storage/general/copy-03.svg"><span class="contact-card__copy_tooltip">Copy</span></div></div></div></div></div><h4>Sales Engineer</h4><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Sales Engineer" name="Andy" photoUrl="https://storage.distribute.so/media/main/4f191e33-c1e8-49f1-a8f4-863cae76e776/c66e588a-f2f2-4858-a096-e7182d812cec.png" email="[object Object]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar avatar--src contact-card__avatar "><img class="avatar__img" src="https://storage.distribute.so/media/main/4f191e33-c1e8-49f1-a8f4-863cae76e776/c66e588a-f2f2-4858-a096-e7182d812cec.png" alt="User profile avatar"></span><div class="contact-card__basic-info"><span class="contact-card__name">Andy</span><span class="contact-card__company-info">Sales Engineer • Distribute</span></div></div><div class="contact-card__contact-list"><div class="contact-card__contact-item"><div class="contact-card__contact-icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/at-sign.svg"></div><a href="mailto:andy@distribute.so" class="contact-card__contact-link" target="_blank" rel="noreferrer">andy@distribute.so</a><div class="contact-card__copy-button" data-text="andy@distribute.so"><img class="contact-card__copy-contact" src="https://storage.googleapis.com/distribute-production-storage/general/copy-03.svg"><span class="contact-card__copy_tooltip">Copy</span></div></div></div></div></div><h4>Executive Sponsor</h4><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Executive Sponsor" name="Andy" photoUrl="" email="[object Object]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar  contact-card__avatar "><span class="avatar__initials">A</span></span><div class="contact-card__basic-info"><span class="contact-card__name">Andy</span><span class="contact-card__company-info">Executive Sponsor • Distribute</span></div></div><div class="contact-card__contact-list"><div class="contact-card__contact-item"><div class="contact-card__contact-icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/at-sign.svg"></div><a href="mailto:andy@distribute.so" class="contact-card__contact-link" target="_blank" rel="noreferrer">andy@distribute.so</a><div class="contact-card__copy-button" data-text="andy@distribute.so"><img class="contact-card__copy-contact" src="https://storage.googleapis.com/distribute-production-storage/general/copy-03.svg"><span class="contact-card__copy_tooltip">Copy</span></div></div></div></div></div><hr><h3>MEDDPICC Analysis</h3><div data-type="timeline" class="timeline"><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">Ⓜ️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Metrics</h4><p>Current State: [Metrics]<br>Future State: [Metrics]<br>Impact: $[X]</p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">🙋</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Economic Buyer</h4><p>Name: [Name]<br>Priority Level: [High/Medium/Low]<br>Business Drivers: [List]</p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">✔️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Decision Criteria</h4><p>Technical Requirements: [List]<br>Business Requirements: [List]<br>Success Metrics: [List]</p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">🎯</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Decision Process</h4><p>Steps: [List]<br>Timeline: [Duration]<br>Approvers: [List]</p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h2>Paper Process</h2><p>Contract Requirements: [List]<br>Review Process: [List]<br>Timeline: [Duration]</p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">🕵️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Identified Pain</h4><p>Business Impact: [Description]<br>Cost of Inaction: $[X]<br>Urgency Drivers: [List]</p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">🏆</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Champion</h4><p>Influence Level: [High/Medium/Low]<br>Engagement Level: [High/Medium/Low]<br>Support Actions: [List]</p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h2>Competition</h2><p>Alternatives: [List]<br>Our Advantages: [List]<br>Risk Mitigation: [List]</p></div></div></div></div><p></p><p></p>

Deal Strategy & Alignment

Week 1-2: Initial Assessment

Week 3-4: Solution Validation

Week 5-6: POC/Trial

Week 7-8: Internal Alignment

Week 9-10: Finalization

<h2>Project Overview</h2><h3>Objectives</h3><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">✅</span><div class="callout__text"><p><strong>Customer Goals:</strong></p><p>[List]</p></div></div><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">💡</span><div class="callout__text"><p><strong>Success Criteria:</strong></p><p>[List]</p></div></div><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">⏯️</span><div class="callout__text"><p><strong>Target Go-Live:</strong></p><p>[Date]</p></div></div><h3>Project Scope</h3><div data-type="toggleList"><div class="toggle-item"><button class="toggle-item__button"><img class="toggle-item__icon" src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg"></button><div class="toggle-list-item-node-view"><p>In Scope</p><div class="toggle-list-item-content"><p>[List]</p></div></div></div><div class="toggle-item"><button class="toggle-item__button"><img class="toggle-item__icon" src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg"></button><div class="toggle-list-item-node-view"><p>Out of Scope</p><div class="toggle-list-item-content"><p>[List]</p></div></div></div><div class="toggle-item"><button class="toggle-item__button"><img class="toggle-item__icon" src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg"></button><div class="toggle-list-item-node-view"><p>Dependencies</p><div class="toggle-list-item-content"><p>[List]</p></div></div></div></div><p></p><h2>Action Items &amp; Milestones</h2><h3>Phase 1: Discovery &amp; Evaluation</h3><div isOpen title="Week 1-2: Initial Assessment" data-type="customTaskList" class="custom-tasklist" data-open><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg" class="custom-tasklist__toggle custom-tasklist__toggle--rotated"></button><p class="custom-tasklist__title false">Week 1-2: Initial Assessment</p></div><span class="custom-tasklist__completed"></span></div><hr class="custom-tasklist__hr false"><div class="custom-tasklist__content false"><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="5524ebed-78e7-49e9-ac11-603f80afdbcd"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Stakeholder interviews</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="a3aa37f1-449e-41d5-a11b-a43da3f0ac97"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Current state analysis</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="2915312d-ea97-462b-8486-caa7006edc4c"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Requirements gathering</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="a982c1db-8bdd-4af3-8219-44e7292c15ae"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Success criteria definition Owner: [Name] Due: [Date]</p></div></div></div></div></div></div><div isOpen title="Week 3-4: Solution Validation" data-type="customTaskList" class="custom-tasklist" data-open><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg" class="custom-tasklist__toggle custom-tasklist__toggle--rotated"></button><p class="custom-tasklist__title false">Week 3-4: Solution Validation</p></div><span class="custom-tasklist__completed"></span></div><hr class="custom-tasklist__hr false"><div class="custom-tasklist__content false"><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="91b3d61a-301a-44fa-a507-58ad854904d5"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Technical Review</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="45011f4c-11ed-403a-8503-90b7591d55b3"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Proof of concept scope</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="29d6b19b-5863-4f6c-b462-7d88f9d04206"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Success metrics definition</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="bb6e8722-90db-417a-8613-5af137203309"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Initial pricing discussion Owner: [Name] Due: [Date]</p></div></div></div></div></div></div><h3>Phase 2: Technical Validation</h3><div isOpen title="Week 5-6: POC/Trial" data-type="customTaskList" class="custom-tasklist" data-open><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg" class="custom-tasklist__toggle custom-tasklist__toggle--rotated"></button><p class="custom-tasklist__title false">Week 5-6: POC/Trial</p></div><span class="custom-tasklist__completed"></span></div><hr class="custom-tasklist__hr false"><div class="custom-tasklist__content false"><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="ca8ac275-18f6-4612-aba7-17a229d7609d"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Environment Setup</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="680855f8-5110-46be-a49c-905bd9eca6cc"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Use case testing</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="8a2e97ce-69ed-4ed3-9c70-489a9703ed3b"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Success criteria validation</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="0d6f3b90-5249-48cd-a1cd-f287f41017ea"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>ROI calculation Owner: [name] Due: [Date]</p></div></div></div></div></div></div><h3>Phase 3: Business Case &amp; Approval</h3><div isOpen title="Week 7-8: Internal Alignment" data-type="customTaskList" class="custom-tasklist" data-open><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg" class="custom-tasklist__toggle custom-tasklist__toggle--rotated"></button><p class="custom-tasklist__title false">Week 7-8: Internal Alignment</p></div><span class="custom-tasklist__completed"></span></div><hr class="custom-tasklist__hr false"><div class="custom-tasklist__content false"><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="37e134b9-c08c-483b-95cc-10d8177add79"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>ROI presentation</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="14da7d44-755d-49b9-99e1-6c931aa6d489"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Executive briefing</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="628f75ef-2c7d-4942-bb7d-fa4ab7b896e4"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Budget confirmation</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="edf8e28c-f35e-4e7b-b9f8-f8162a38725a"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Contract review Owner:</p></div></div></div></div></div></div><h3>Phase 4: Procurement &amp; Closing</h3><div isOpen title="Week 9-10: Finalization" data-type="customTaskList" class="custom-tasklist" data-open><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg" class="custom-tasklist__toggle custom-tasklist__toggle--rotated"></button><p class="custom-tasklist__title false">Week 9-10: Finalization</p></div><span class="custom-tasklist__completed"></span></div><hr class="custom-tasklist__hr false"><div class="custom-tasklist__content false"><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="4571c024-cc91-4efa-917d-615359b3632d"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Contract Negotiations</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="4a9c5cd4-eeae-48af-89b1-07738236901a"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Security Review</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="80b4c3dd-335b-4bd6-b2e9-d329dcdde9ff"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Implementation planning</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="d0bed482-dc0c-4563-9433-045ceb1d71ba"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Final approval Owner</p></div></div></div></div></div></div><hr><h2>Stakeholder Responsibilities</h2><p><strong>Customer Tasks</strong></p><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Provide technical requirements</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Complete security questionnaire</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Schedule stakeholder meetings</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Internal approval process</p><p></p></div></li></ul><p><strong>Vendor Tasks</strong></p><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Deliver technical documentation</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Configure POC environment</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Present business case</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Draft contract</p></div></li></ul><p></p>

Mutual Action Plan (MAP)

Technical Track

Business Track

Procurement Track

<h2>Value Validation</h2><h3>Business Case Components</h3><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Current Costs: $[X</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Expected Benefits: $[X</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Implementation Costs: $[X</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>ROI Timeline: [Duration]</p></div></li></ul><h3>Risk Assessment</h3><div data-type="toggleList"><div class="toggle-item"><button class="toggle-item__button"><img class="toggle-item__icon" src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg"></button><div class="toggle-list-item-node-view"><p>Implementation Risks</p><div class="toggle-list-item-content"><p>[List]</p></div></div></div><div class="toggle-item"><button class="toggle-item__button"><img class="toggle-item__icon" src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg"></button><div class="toggle-list-item-node-view"><p>Mitigation Risks</p><div class="toggle-list-item-content"><p>[List]</p></div></div></div><div class="toggle-item"><button class="toggle-item__button"><img class="toggle-item__icon" src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg"></button><div class="toggle-list-item-node-view"><p>Success Factors</p><div class="toggle-list-item-content"><p>[List]</p></div></div></div></div><h2>Deal Acceleration Checklist</h2><p>[WIDGET: Task List]</p><div isOpen title="Technical Track" data-type="customTaskList" class="custom-tasklist" data-open><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg" class="custom-tasklist__toggle custom-tasklist__toggle--rotated"></button><p class="custom-tasklist__title false">Technical Track</p></div><span class="custom-tasklist__completed"></span></div><hr class="custom-tasklist__hr false"><div class="custom-tasklist__content false"><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="f52ba7fe-d990-4167-8920-3aa5fcaacc81"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Architecture review</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="3f5b5ebb-1575-47f8-aebb-832eb104b0df"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Security assessment</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="b5edd450-9a68-43f4-a627-ccf0f99f3dc8"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Integration planning</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="81f8c668-8067-425f-9029-3c177ffd9eeb"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Performance testing</p></div></div></div></div></div></div><div isOpen title="Business Track" data-type="customTaskList" class="custom-tasklist" data-open><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg" class="custom-tasklist__toggle custom-tasklist__toggle--rotated"></button><p class="custom-tasklist__title false">Business Track</p></div><span class="custom-tasklist__completed"></span></div><hr class="custom-tasklist__hr false"><div class="custom-tasklist__content false"><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="9ce1ce7a-75cb-45e7-8cd4-30b2ac0a40a3"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>ROI validation</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="b839326d-55d2-49d2-9878-55bbb868b6a9"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Budget confirmation</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="9a2acb06-dbf4-4702-b761-0b9d98de8a52"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Executive presentation</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="45997afc-6f61-4988-92ff-9a778355e2c9"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Success metrics</p></div></div></div></div></div></div><div isOpen title="Procurement Track" data-type="customTaskList" class="custom-tasklist" data-open><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg" class="custom-tasklist__toggle custom-tasklist__toggle--rotated"></button><p class="custom-tasklist__title false">Procurement Track</p></div><span class="custom-tasklist__completed"></span></div><hr class="custom-tasklist__hr false"><div class="custom-tasklist__content false"><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="71e8f2e1-4dc4-4070-878e-4d8bd13bba91"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Legal Requirements</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="2d387934-dce7-4950-9017-638ae6baa80c"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Contract terms</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="a164c78e-2957-48d7-aafa-74439c413391"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Pricing approval</p></div></div></div></div><div class="custom-tasklist__item false" data-date="" data-done="false" data-visible="true" data-id="5c7a3659-0f60-49ae-bdf5-3fa23d706a6c"><div class="custom-tasklist__item-title-wrapper"><div class="custom-tasklist__item-name-wrapper custom-tasklist__item-name-wrapper--unchecked"><div class="custom-tasklist__icon--unchecked custom-tasklist__icon"><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div><div class="custom-tasklist__name--unchecked custom-tasklist__name"><p>Payment terms</p></div></div></div></div></div></div><p></p><h2>Acceleration Strategies</h2><h3>Quick-Win Opportunities</h3><ul><li><p>Early Value Demos</p></li><li><p>Pilot Programs</p></li><li><p>Phased Implementation</p></li><li><p>Success Guarantees</p></li></ul><h2>Close Plan</h2><h3>Critical Path Items</h3><p>[WIDGET: Timeline]</p><div data-type="timeline" class="timeline"><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Key Milestones</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Dependencies</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Risk Points</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Acceleration Options</h4><p></p></div></div></div></div><h3>Closing Strategy</h3><div class="callout" style="background-color: rgb(245, 245, 245)"><span class="callout__emoji">💡</span><div class="callout__text"><p><strong>Decision Criteria:</strong></p><p>[List]</p></div></div><div class="callout" style="background-color: rgb(245, 245, 245)"><span class="callout__emoji">💡</span><div class="callout__text"><p><strong>Approval Process</strong></p><p>[List]</p></div></div><div class="callout" style="background-color: rgb(245, 245, 245)"><span class="callout__emoji">💡</span><div class="callout__text"><p><strong>Timeline Drivers:</strong></p><p>[List]</p></div></div><div class="callout" style="background-color: rgb(245, 245, 245)"><span class="callout__emoji">💡</span><div class="callout__text"><p><strong>Commitment Signs:</strong></p><p>[List]</p></div></div>

Deal Acceleration Tools

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Deal Acceleration Playbook

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