Pitching an Internal Tool to Leadership

Presentation & InfluenceMid5–10 min

Introduction: What You’ll Learn

In this simulation, you will practice pitching an internal tool that you built to leadership. The focus is on clearly communicating the tool's value, anticipated impact, and fostering adoption. This exercise will help you refine your presentation skills and effectively handle leadership questions or concerns.

You’ll practice:

  • Structuring an engaging presentation
  • Highlighting key benefits and ROI
  • Anticipating and addressing potential concerns
  • Encouraging leadership buy-in and next steps

Step-by-Step Simulation

Scene 1: Setting the Stage

Facilitator: "Hi everyone, thanks for making the time today. I’m excited to show you a tool we've been working on that I believe can really help us streamline our workflow and boost productivity."

Facilitator (as developer): "We’re calling it TaskMaster. It’s designed to automate those repetitive tasks that take up a lot of our time, integrate smoothly with what we already use, and give us some great insights into how we’re doing."


Scene 2: Demonstrating the Tool

Facilitator: "Let me show you a quick demo. With TaskMaster, we can automate report generation, cutting the time it takes by half. Plus, it highlights bottlenecks so we can deal with them before they become a problem."

(Walk through the key features, emphasizing how intuitive and easy it is to use.)

Facilitator: "By reducing manual errors and improving efficiency, this tool helps us meet our goals more effectively."


Scene 3: Emphasizing Value and ROI

Facilitator: "Now, about the impact: TaskMaster can save us around 200 hours each month, which translates to significant cost savings. It also lets us focus on more strategic work, which is great for team morale."

Facilitator: "The analytics feature gives us data-driven insights, helping us make better decisions and stay on track with our strategic goals."

Facilitator: "For instance, last quarter, we struggled with delays due to manual error tracking. TaskMaster can prevent this by automatically flagging issues, allowing us to act quickly."


Scene 4: Encouraging Adoption and Next Steps

Facilitator: "I’m confident that TaskMaster is going to be a great asset. I suggest we start with a phased rollout, beginning with Team A next month. We can gather feedback and adjust before a full company-wide deployment."

Facilitator: "I’d love to hear your thoughts or any concerns you might have. Can we plan a pilot and discuss a timeline for broader implementation?"


Scene 5: Handling Leadership Questions

Leadership Question: "What about security and data privacy concerns with TaskMaster?"

Facilitator: "Great question. TaskMaster follows our internal security protocols and uses strong encryption to protect data. We’ve tested it thoroughly to ensure it meets all our data privacy standards."

Leadership Question: "How does TaskMaster integrate with our current tools?"

Facilitator: "It connects seamlessly with our existing platforms like Jira and Slack, so the transition should be smooth and without much disruption. We’ve already created connectors for easy integration."

Leadership Question: "Do you have any examples of similar tools and their impact?"

Facilitator: "Sure. We’ve compared TaskMaster to similar tools on the market and found it to be 20% more efficient in automating tasks and reducing errors. Other companies have reported a 30% productivity boost after implementing similar solutions."


Mini Roleplay Challenges

Challenge 1: A leader questions the necessity of the tool.

  • Best Response: “I understand where you're coming from. TaskMaster tackles specific issues like redundant data entry and delayed reporting, which have been affecting our efficiency and costs."

Challenge 2: Someone is skeptical about the ROI.

  • Best Response: “I can show you the detailed cost-benefit analysis we did, which highlights the clear savings and productivity gains.”

Challenge 3: Leadership asks about potential downsides or risks.

  • Best Response: “We’ve considered potential challenges like initial setup time and have plans to mitigate them, such as providing dedicated support during deployment.”

Optional Curveball Mode

  • A key feature fails during the demo.
  • Leadership suggests a competing tool.
  • Time is cut short unexpectedly.

Practice adapting to each scenario while maintaining composure and focus.

Reflection Checklist

Presentation Flow

  • Did I clearly outline the tool’s benefits?
  • Was the demo engaging and informative?
  • Did I address leadership questions effectively?

Value Proposition

  • Did I convey the tool’s ROI and strategic alignment?
  • Did I propose a clear path for adoption and next steps?

Engagement & Adaptability

  • Was I responsive to leadership concerns?
  • Did I maintain a positive and persuasive tone?

Common Mistakes to Avoid

  • Overloading the presentation with technical jargon
  • Failing to align the tool’s benefits with company goals
  • Not preparing for objections or competitive comparisons
  • Ending without clear next steps or a call to action