Courses

  • 5 Lessons

    01. Prepare to Transform

    Transforming your innovations from great ideas to viable and growing business is an enormous challenge, with correspondingly enormous risk and reward. You need to have not only a thoroughly validated value proposition but also to be able to communicate it clearly.

    The Perfect Pitch methodology used throughout the Plano & Simple courses will help you to pressure test every aspect of your value proposition. In the process, you will develop clear, concise and compelling ways to communicate it to your stakeholders, from investors to customers. 

  • 4 Lessons

    02. Know Your Stakeholders (PPP)

    Falling in love with your innovation is an occupational hazard for innovators everywhere. Your essential stakeholders - whether customers, investors, sponsors, partners, employees, etc. - are likely to have very different perspectives from yours.

    Getting clarity on what matters to them will help you in developing successful strategies and tactics, as well as communicating them. "Know Your Stakeholders" focuses on understanding their motivations to help them get as excited by your vision as you are.

  • 7 Lessons

    03. Build Your Case (Q01)

    Your stakeholders - customers, investors, etc. - will only invest their money, time and resources in your innovation if they perceive that the problem you are solving is important and significant. Most innovators focus on what their innovation does. To engage stakeholders, you must focus on why they should care

    This course helps you to answer Question 01: Who cares?, the first of the 10 Questions Every Pitch Should Answer.

  • 8 Lessons

    04. Show Your Impact (Q02)

    In the previous course, you "Built Your Case" for strong demand for a new solution to a significant problem. Your stakeholders now need to know what your innovation does to impact that problem. The focus is on what it does, not how it works.

    This course helps you to answer Question 02: What do you do? of the 10 Questions Every Pitch Should Answer.

  • 7 Lessons

    05. Be the Best (Q03)

    Having an innovative solution that has the potential to "Show Your Impact" is a great start, but it is just the start. Your innovation also has to be better, faster and cheaper than the alternatives.

    CAUTION! You can't be the best in every dimension. But you can deliver the best combination of benefits that your users need and want.

    This course helps you to answer Question 03: Why will you win? of the 10 Questions Every Pitch Should Answer.

  • 7 Lessons

    06. Protect Your Advantage (Q04)

    "Being the Best" today is one thing.

    Sustaining that advantage over time is quite another! You need to protect your advantage over time by erecting legal, strategic, and tactical barriers to entry against your competitors.

    This course helps you to answer Question 04: How will you stay ahead? of the 10 Questions Every Pitch Should Answer.

  • 7 Lessons

    07. Validate Your Claims (Q05)

    Stakeholders want solutions. Too often, the innovative solutions promised in pitches fail to materialize in the real world. This fact makes most stakeholders very skeptical.

    So far, you have made exciting claims about the market opportunity, secret sauce, and sustainable competitive advantage. The next step is to Validate Your Claims with substantiated data, initial revenue, or both.

    This course is designed to help you answer Question 05: Does it work? from the 10 Questions Every Pitch Should Answer.

  • 7 Lessons

    08. Acquire Your Customers (Q06)

    No matter how big an impact your innovation can make, nor how much better it is at solving an important problem, people won't buy it unless they know about it.

    Social media makes announcing your products and services to the world relatively easy... for everyone. You need a thoughtful strategy to get heard above the noise so that you can reach your high priority customers, efficiently and cost-effectively.

    This course helps you to answer Question 06: How will you make money? from the 10 Questions Every Pitch Should Answer.

  • 7 Lessons

    09. Know Your Numbers (Q07)

    Your business model is the integration of the tactics and strategies of your business plan. The next step is to quantify its projected results, to tell the same story in numbers that you have just told in words. While it is impossible to be predict the future perfectly, you can reflect the best data you have available today in those projections, showing likely trends and outcomes. 

    Financial statements are the language of business. Becoming fluent in them will serve you well in communicating with investors and in managing and growing your organization.

    This course focuses on helping you to answer Question 07: How much will you make? from the 10 Questions Every Pitch Should Answer.

  • 7 Lessons

    10. Grow Your Team (Q08)

    In the preceding courses, we have addressed functional aspects of your value proposition (marketingsecret saucecompetitionintellectual propertyproof of conceptbusiness model, and financial projections, primarily from the perspective of your many stakeholders. Before we finish up with your vision and "ask", we need to highlight the people who make it all work, your team.

    Use this course to help answer Question 08: Why you? from the 10 Questions Every Pitch Should Answer.

  • 6 Lessons

    11. Plan for Success

    You have identified the opportunity (Questions 01 through 03) and validated your capabilities (Questions 04 through 08). Now it's time to motivate your audience with your aggressive and smart plan for delivering the return on investment that they want. Our focus is on highlighting the value-added milestones you will deliver in order to achieve your vision. 

  • 6 Lessons

    12. Make Your Ask

    Never end a pitch without making a specific, clear ask. An answer - whether it is "yes", "no", or "I still have questions" - is infinitely more valuable to you than a "Nice job, best of luck!" and quick exit. The ask is the purpose of the pitch. Everything else you say up until this point is in service to making your ask an obvious and smart conclusion that your audience can only agree to support.

  • 24 Lessons

    CapsuleT Strategic Communications Workbook

    Welcome to the online version of the CapsuleT Workshop! I'm looking forward to working with you.  

  • 6 Lessons

    PowerPoint, Plano & Simple

    PowerPoint is a powerful communications supplement to your story… or a kludgy, time-consuming and cumbersome platform for generating boring presentations. Most of my clients send…
  • 17 Lessons

    Simple: The 10 Questions for Coaching Clients

    Thank you for scheduling your one-on-one coaching with me! This workbook provides the highlights associated with my "Pitch Perfect" approach to pitch development. I encourage you to watch the series of 3-minute videos in the "Overview" lessons, and to write a brief pitch in answer to each Question to prep for our session together.
  • 17 Lessons

    Step-by-Step: The 10 Questions for Coaching Clients

    Congratulations on being accepted to the MITEF CEE accelerator! This workbook and the companion "Perfect Pitch, Plano & Simple" book contain all the information you need to maximize the value you get from participating in the Pitch Academy. The content and exercises provide a proven methodology for strengthening your value proposition and creating pitches that are clear, concise and compelling. Just what you need for Demo Day!
  • 19 Lessons

    Strategic Communications for the BU Community

    Get your audience on board Whether you are applying for a grant, interviewing for a job, or pitching for investments and partnerships, you should communicate…
  • 19 Lessons

    Workbook for BioNova Participants

    "Pitch Perfect" is a simple methodology, but that doesn't mean it's easy! This workbook is designed for entrepreneurs who are launching or in early stages of growing a high-tech startup who want to apply "Pitch Perfect" to their value proposition. You will be challenged to defend your assumptions while being led through the process of communicating your exciting ideas to people with the resources to help you succeed: investors, customers, partners, even potential employees.

Page 1 Page 2

Let's Talk!

15-min Discovery Call

Short discussion to identify  the best way to proceed for your situation.

30-min Free Consult

Experience my process and get practical advice for an upcoming presentation or pitch.