Pitch (Fund Business Plans)


Want to have internal project ideas funded quickly? With our Pitch app, you can manage an internal shark tank, where entrepreneurs pitch new business ideas to their own executives to evaluate and grant budget for further development.

Read below to learn more about this process and how to progress through the pipeline.

Table of Contents

Getting Started

  • To quickly recap on how to create your Pitch event navigate to your Apps screen, and select the Pitch app.

 

  • Once there, select 'Set Up Pitch Event'
  • Fill out your title, description, audience to complete the wizard.

 

Site Home Page

  • Once you create your new Pitch initiative, you will be brought to your Pitch site home page.
  • Here, you can update Site Hero Imagechange your submission form, and more!
    • For more suggested edits, refer to our Pitch App - Launch Playbook here.
    • Review this list of user roles that are recommended for the Pitch app here

Pipeline Steps View

 

  • After successfully creating your Pitch event, you will see that it comes with preconfigured stages and steps.  
  • To navigate there, select Admin --> Manage Pipeline
  • For a quick recap on the overall Pitch process, refer to this process overview here.
  • The Pitch backend pipeline configuration consists of the following:
    • Proposal Submission
      • Proposal Submission
      • Proposal Initial Screen
    • Proposal Development
      • Proposal Development
      • Proposal Evaluation
    • Pitch Presentations
      • Pitch Development
      • Pitch Evaluation
    • Results
      • Handed Off for Funding
      • Not Handed Off for Funding 

 

Proposal Submission

  • Proposal Submission
    • Once a user submits a proposal it will be put into the "Proposal Submission Step".
    • There is no associated tool type configured for this step
    • Administrators will have the option on how they want to vet proposal before they are moved into the "Proposal Initial Screen" step.
  • Proposal Initial Screen
    • The next step in the Pitch pipeline is "Proposal Initial Screen."
    • There is no associated tool type configured for this step
    • Administrators have the option to configure a tool type for this step if additional evaluation is needed before the "Proposal Development" stage.

 

Proposal Development

  • Proposal Development
    • This step comes pre-configured as a "Development" tool type
    • Evaluators will receive and "Development" action item after a proposal is added from "Proposal Initial Screen Submission"
    • Subject Matter Experts will have the opportunity to rate the based on the questions configured for the "Development" tool type. 

 

  • Proposal Judging
    • This step comes pre-configured as a "Scorecard" tool type
    • Judges receive a scorecard action item, after a proposal is added from the "Proposal Development' step
    • Judges will have the opportunity to rate the proposals - based on the questions configured.

 

Pitch Presentations

  • Pitch Development
    • This step comes pre-configured as a "Development" tool type
    • Participants will receive "Development" action item after a proposal is added from the Proposal Evaluation step
    • Participants (and any teams) will have the opportunity to iterate their proposal.

 

  • Pitch Evaluation
    • This step comes pre-configured as a "Judging" tool type
    • Judges will receive a "Judging" action item after a proposal is added from the "Pitch Development" step
    • Judges will have the opportunity to rate the based on the questions configured for the Judging tool type. 

 

Results

  • Handed Off for Funding
    • The "Handed Off For Funding" step is for proposals that have been selected for funding / development
    • There is no configured tool type for this step
    • Administrators can configure a tool type for this step if additional analysis is needed
  • Not Handed Off For Funding
    • The "Not Handed Off For Funding" step is for proposals that have not been selected for further funding / development
    • There is no configured tool type for this step
    • Administrators can configure a tool type for this step if additional analysis is needed 

 

Please comment below with any questions or feedback, Happy Innovating!

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