6.6 KiB
Deliverable: Project Pitch
Persuade stakeholders your project is worth the investment - AFTER understanding what they need
About WDS & the Project Pitch
WDS (Whiteport Design Studio) is an AI agent framework module within the BMAD Method that transforms how designers work. Instead of creating documentation that gets lost in translation, your design work becomes powerful prompts that guide AI agents and development teams with precision and intent.
The Project Pitch comes after discovery. You've had the conversation. You've asked the questions. You understand what success looks like for them. Now you articulate that understanding in business language that decision-makers recognize as their own needs reflected back with a clear path forward.
The professional discipline: The carpenter measures twice before cutting once. The doctor diagnoses before prescribing. You discover before pitching.
What Is This Deliverable?
The Project Pitch is your persuasive document that:
- Reflects back what they told you they need
- Articulates their desired outcomes in their language
- Demonstrates clear ROI based on their definition of success
- Shows you've understood their pain points and business context
- Presents a thoughtful solution (not a hasty guess)
- Convinces decision-makers to say "yes" because they feel truly understood
Created by: Saga the Analyst
When: Phase 1 (Module 03) - AFTER discovery, before you have formal commitment
Format: Markdown document, often converted to PDF/presentation
Why This Matters
Without discovery and genuine understanding:
- ❌ You guess what they need (and guess wrong)
- ❌ Decision-makers feel you're trying to sell them something
- ❌ Projects get stuck in "let me think about it" limbo
- ❌ You can't articulate ROI in terms they care about
- ❌ Stakeholders dismiss it as "nice to have"
With discovery-driven pitch:
- ✅ You understand their actual desired outcomes
- ✅ Clear business case using their language and priorities
- ✅ Stakeholders feel heard and understood
- ✅ Decision happens quickly (yes or no) because you're aligned
- ✅ Foundation for healthy collaboration
- ✅ Pitching feels like helping, not selling
What's Included
- Their Realization: Clear statement of what THEY said needs attention (using their evidence)
- Why It Matters to Them: Business value in their terms - ROI, cost savings, strategic benefits they mentioned
- Problem Statement: Pain points they described experiencing
- Your Recommended Solution: Approach based on understanding their needs
- The Path Forward: High-level methodology and timeline
- Investment Required: Budget, resources, time commitment (justified by their desired outcomes)
- Success Criteria: How we'll know if it worked (using their definition of success)
- Next Steps: What happens if they say yes
Key principle: Every section connects back to what they told you in discovery. You're synthesizing their needs, not inventing them.
The Dialog with Your Thinking Partner: Saga the Analyst
The Process (45-60 minutes total):
Phase 1: Discovery Preparation (with Saga)
Saga the Analyst: "Before you pitch, you need to understand what they need.
Let's prepare your discovery questions."
You: "I think they have a problem with manual reporting."
Saga the Analyst: "That's your hypothesis. What questions will you ask to
confirm that and understand the real impact?"
You: "I'll ask how much time they spend, what that costs them,
what happens when reporting is late..."
Saga the Analyst: "Perfect. Ask until you find the real pain point.
Take detailed notes. And resist the urge to solve
in that first meeting. ✅ Questions ready."
Phase 2: You Conduct Discovery Meeting (20-30 min)
You meet with the stakeholder, ask questions, listen, take notes, confirm understanding, and say "Let me think about this and come back with a thoughtful proposal."
Phase 3: Creating the Pitch (with Saga)
Saga the Analyst: "Tell me what you learned in discovery. What did they say?"
You: "Their sales team wastes 10 hours a week on manual reporting.
They're frustrated and it's costing $130K/year in lost productivity."
Saga the Analyst: "Excellent - you found the pain point and quantified it.
What does success look like for them?"
You: "Sales reps focus on selling, not spreadsheets. Happier team,
better results. They want to see time savings and team morale improve."
Saga the Analyst: "Beautiful. Now I can create a pitch that reflects
their needs back to them..."
As you share what you learned, Saga the Analyst creates:
- ✅ Problem statement (using their words)
- ✅ Quantified business value (using their numbers)
- ✅ Vision aligned with their desired outcomes
- ✅ Investment breakdown (justified by their ROI)
- ✅ Success metrics (their definition)
Then you review together:
Saga the Analyst: "Here's your pitch. Does this reflect what they told you?"
You: "Yes! But add that their competitors are ahead on automation -
they mentioned that three times."
Saga the Analyst: "Added to competitive context. ✅ Pitch is ready for
your presentation meeting."
Result: Project Pitch that shows you genuinely understood their needs, ready for stakeholder presentation in your second meeting
Example
See the WDS Presentation Project - Pitch (Coming soon)
Agent Activation
To start creating your Project Pitch:
@saga I need to prepare for a discovery meeting with [Stakeholder Name]
about [Project Topic]. Help me craft discovery questions.
After your discovery meeting:
@saga I completed discovery with [Stakeholder Name]. Let me share my notes
and create the Project Pitch based on what they told me they need.
Saga the Analyst will guide you through the entire process - from discovery preparation to final pitch.
How to Create This
Hands-on Tutorial: Module 03: Alignment & Signoff
Workflow Reference: Alignment & Signoff Workflow
Getting Started with WDS
New to WDS? Install the complete AI agent framework to unlock all capabilities:
Next Deliverable: Service Agreement - Formalize the commitment (after pitch is accepted)