6.7 KiB
Pitch Section Exploration Guide
Framework Inspiration: This guide draws from proven frameworks:
- Customer-Problem-Solution (CPS) - Clear structure
- Value Proposition Canvas - Understanding customer needs
- Problem-Agitate-Solve (PAS) - Natural flow
- Business Case Framework - Investment and consequences
1. The Realization
Framework: Problem-Agitate-Solve (PAS) - Start here
Questions to explore:
- "What have you realized needs attention?"
- "What observation have you made?"
- "What challenge are you seeing?"
- "What evidence do you have that this is real?"
Best Practice: Confirm the Realization with Evidence
Help them identify evidence:
Soft Evidence (qualitative indicators):
- "Do you have testimonials or complaints about this?"
- "What have stakeholders told you?"
- "What patterns have you observed?"
- "What do user interviews reveal?"
Hard Evidence (quantitative data):
- "Do you have statistics or metrics?"
- "What do analytics show?"
- "Have you run surveys or tests?"
- "What do server logs or error reports indicate?"
Help them combine both types for maximum credibility:
- Start with soft evidence (testimonials, complaints, observations)
- Support with hard evidence (statistics, analytics, survey results)
- Show the realization is grounded in reality
Keep it brief - 2-3 sentences for the realization, plus 1-2 sentences of evidence
Help them articulate: Clear realization backed by evidence that frames a reality worth addressing
2. Why It Matters
Framework: Value Proposition Canvas + Impact - Understanding why this matters and who we help
Questions to explore:
- "Why does this matter?"
- "Who are we helping?"
- "What are they trying to accomplish?" (Jobs)
- "What are their pain points?" (Pains)
- "What would make their life better?" (Gains)
- "How does this affect them?"
- "What impact will this have?"
- "Are there different groups we're helping?"
Keep it brief - Why it matters and who we help
Help them think: Focus on the value we're adding to specific people and why that matters
3. How We See It Working
Questions to explore:
- "How do you envision this working?"
- "What's the general approach?"
- "Walk me through how you see it addressing the realization"
Keep it brief - High-level overview, not detailed specifications
Flexible language - Works for software, processes, services, products, strategies
4. Paths We Explored
Questions to explore:
- "What other ways could we approach this?"
- "Are there alternative paths?"
- "What options have you considered?"
Keep it brief - 2-3 paths explored briefly
If user only has one path: That's fine - acknowledge it and move on
5. Recommended Solution
Questions to explore:
- "Which approach do you prefer?"
- "Why this one over the others?"
- "What makes this the right solution?"
Keep it brief - Preferred approach and key reasons
6. The Path Forward
Purpose: Explain how the work will be done practically - which WDS phases will be used and the workflow approach.
Questions to explore:
- "How do you envision the work being done?"
- "Which WDS phases do you think we'll need?"
- "What's the practical workflow you're thinking?"
- "Will we need user research, or do you already know your users?"
- "Do you need technical architecture planning, or is that already defined?"
- "What level of design detail do you need?"
- "How will this be handed off for implementation?"
Keep it brief - High-level plan of the work approach
Help them think:
- Which WDS phases apply (Trigger Mapping, Platform Requirements, UX Design, Design System, etc.)
- Practical workflow (research → design → handoff, or skip research, etc.)
- Level of detail needed
- Handoff approach
Example responses:
- "We'll start with Product Brief, then do UX Design for 3 scenarios, skip Trigger Mapping since we know our users, and create a handoff package for developers"
- "Need full WDS workflow: Brief → User Research → Architecture → Design → Handoff"
- "Just need design specs - skip research and architecture, go straight to UX Design"
7. The Value We'll Create
Framework: Business Case Framework - What's the return?
Questions to explore:
- "What's our ambition? What are we striving to accomplish?"
- "What happens if we DO build this?"
- "What benefits would we see?"
- "What outcomes are we expecting?"
- "How will we measure success?"
- "What metrics will tell us we're succeeding?"
- "What's the value we'd create?"
Best Practice: Frame as Positive Assumption with Success Metrics
Help them articulate:
- Our Ambition: What we're confidently striving to accomplish (enthusiastic, positive)
- Success Metrics: How we'll measure success (specific, measurable)
- What Success Looks Like: Clear outcomes (tangible results)
- Monitoring Approach: How we'll track these metrics (brief)
Keep it brief - Key benefits, outcomes, and success metrics
Help them think: Positive assumption ("We're confident this will work") + clear success metrics ("Here's how we'll measure it") = enthusiastic and scientific
8. Cost of Inaction
Framework: Problem-Agitate-Solve (PAS) - Agitate the problem / Business Case Framework
Questions to explore:
- "What happens if we DON'T build this?"
- "What are the risks of not acting?"
- "What opportunities would we miss?"
- "What's the cost of doing nothing?"
- "What gets worse if we don't act?"
- "What do we lose by waiting?"
Keep it brief - Key consequences of not building
Can include:
- Financial cost (lost revenue, increased costs)
- Opportunity cost (missed opportunities)
- Competitive risk (competitors gaining advantage)
- Operational impact (inefficiency, problems getting worse)
Help them think: Make the case for why we can't afford NOT to do this
9. Our Commitment
Framework: Business Case Framework - What are we committing to?
Questions to explore:
- "What resources are we committing?"
- "What's the time commitment?"
- "What budget or team are we committing?"
- "What dependencies exist?"
- "What potential risks or drawbacks should we consider?"
- "What challenges might we face?"
Keep it brief - High-level commitment and potential risks
Don't force precision - Rough estimates are fine at this stage
Help them think: Time, money, people, technology - what are we committing to make this happen? What risks or challenges should we acknowledge?
10. Summary
Questions to explore:
- "What are the key points?"
- "What should stakeholders remember?"
- "What's the main takeaway?"
Keep it brief - Summary of key points (let readers draw their own conclusion)