This tool is designed to help your champion in making a compelling case to their CFO. The objective is to equip your champion with the right words and arguments that will resonate with those in charge of the budget, helping them understand the urgency and importance of moving forward with this initiative now.
INTRODUCTION
In these times of financial uncertainty, I am fully aware of the need to make each dollar count, which is why my proposal to purchase [software] from [Tech] is made with careful consideration. Given the current context of widespread remote work and economic unpredictability, this investment becomes increasingly essential.
BODY | TACKLE PROMINENT CHALLENGES
[AllTech] effectively tackles three prominent challenges we are currently facing:
[Problem #1]
Ex 📈: Elevating Remote Work Efficiency: It's imperative to establish new benchmarks and strategies to sustain and boost efficiency under the current working conditions.
[Problem #2]
Ex 📊: Improving Operational Transparency: The current lack of clarity in [critical operations] is negatively impacting our [business outcomes].
[Problem #3]
Ex 🔎: Boosting Responsiveness: The rapid pace of change presents a considerable challenge in keeping our team focused and in sync.
PRESENT YOUR SOLUTIONS | TRAINING PLAN
[AllTech] stands out as the premier solution to confront these challenges directly:
With [AllTech], [briefly describe the benefits of your product]. It enhances our ability to:
[Solution #1]
Ex 📎: Elevate Team Productivity: The necessity to maximize our team's productivity while they operate remotely is paramount. No alternative solution provides the same level of effectiveness in enhancing our team's performance, thus conserving costs and resources.
[Solution #2]
Ex 📚: Gain Operational Insight: [Tech] swiftly identifies areas where lack of insight is having detrimental effects.
[Solution #3]
Ex 🖊️: Increase Adaptability: This acquisition will enable us to adjust and evolve more rapidly, achieving better results.
FINAL STATEMENTS
[Tech] has already garnered favorable feedback from [MENTION WELL-REGARDED COMPANIES] for its effectiveness in these areas.
We are considering an investment of $XYZK to fully equip our [specific function within the organization], a critical technology in today's business landscape.
Previously, we would allocate funds from [specific budget line item] to foster [desired business outcome]. With the shift to remote work, I suggest reallocating a modest portion of that budget to finance [Tech's] solution. We believe [Tech] will continue to offer cost savings for [specific budget line item] even beyond the current circumstances.
CLOSURE
As an alternative, I am prepared to adjust our workforce by [1 person for every 100], which would offset the cost of acquiring [Tech].
Please feel free to reach out if you have any queries or require further details.
Best regards,
[Champion’s Name]
