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Joseph Webb McLeary - By the numbers: using facts and figures to get your projects, plans, and ideas approved

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This is a guide on how to research, select and use numbers to sell a new product idea or a new venture. It also details how to build alliances with key players, build a broad base support, and design a presentation to appeal to a specific audience.

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title By the Numbers Using Facts and Figures to Get Your Projects and - photo 1


title:By the Numbers : Using Facts and Figures to Get Your Projects and Plans Approved
author:McLeary, Joseph Webb.
publisher:AMACOM Books
isbn10 | asin:0814404995
print isbn13:9780814404997
ebook isbn13:9780814425510
language:English
subjectBusiness presentations, Communication in management, Persuasion (Psychology) , Commercial statistics, Information resources.
publication date:2000
lcc:HF5718.22.B9 2000eb
ddc:658.4/5
subject:Business presentations, Communication in management, Persuasion (Psychology) , Commercial statistics, Information resources.

Page i

BY THE
NUMBERS

Using Facts and Figures
to Get Your Projects,
Plans, and Ideas
Approved

Joseph McLeary

Richard Haasnoot

Joyce McLeary

Susan Drake


A MACOM
American Management Association

New York Atlanta Boston Chicago Kansas City San Francisco Washington, D.C.
Brussels Mexico City Tokyo Toronto

Page ii

Special discounts on bulk quantities of AMACOM books are available to
corporations, professional associations, and other organizations. For
details, contact Special Sales Department, AMACOM, a division of
American Management Association, 1601 Broadway, New York,
NY 10019.
Tel.: 212-903-8316. Fax:212-903-8083.
Web site: www.amanet.org

This publication is designed to provide accurate and authoritative
information in regard to the subject matter covered. It is sold with
the understanding that the publisher is not engaged in rendering
legal, accounting, or other professional service. If legal advice or other
expert assistance is required, the services of a competent professional
person should be sought.

Library of Congress Cataloging-in-Publication Data

By the numbers: using facts and figures to get your projects, plans, and
ideas approved/Joseph McLeary [et al.].

p. cm.

Includes index.

ISBN 0-8144-0499-5

1. Business presentation. 2. Communication in management.
3. Persuasion (Psychology) 4. Commercial statistics. 5. Information
resources. I. McLeary, Joseph Webb.

HF5718.22.B9 2000
658.4'5dc21
99-059434

2000 Joseph McLeary, Richard Haasnoot, Joyce McLeary, and Susan
Drake.

All rights reserved.
Printed in the United States of America.

This publication may not be reproduced,
stored in a retrieval system,
or transmitted in whole or in part,
in any form or by any means, electronic,
mechanical, photocopying, recording, or otherwise,
without the prior written permission of AMACOM,
a division of American Management Association,
1601 Broadway, New York, NY 10019.

Printing number

10 9 8 7 6 5 4 3 2 1

Page iii

From JCM and JWM: To all our children who have taught
us the most about turning innovative ideas into action!

From SMD: To Scott, Colleen, Gabriel and Faith, and to
Susan Gross, for her cool head and loving heart.

From RDH: To the wise teachers who have crossed my
path on this journey. I am blessed by your love and
joy.

In Loving Memory of James A. Thomas, III.

Page iv

Page v

CONTENTS

FOREWORD

ix

ACKNOWLEDGEMENTS

xi

INTRODUCTION

xiii

Chapter OneIdeas and Idea People

Do You Have What It Takes?

Is Your Organization Ready?

The Creative Company

How an Organization Impacts New Ideas

Teamwork and Creativity

The Business Life Cycle

Key Learning Points

Chapter TwoEducate Yourself

Your Company's Strategy and Goals

Mission and Vision Statements

General Business and Economic Conditions

Your Market, Your Company, and Your Competition

Competitor Data

Synthesizing and Concluding

Your Idea

What Type of Idea Is It?

Startup VenturesOften a Special Case

Page vi

Idea Life Cycle

Final Checking

Accounting and Finance

Key Learning Points

Chapter ThreeBuilding a Business Case

Taking the First Steps

Is Anyone Interested?

What Approvals Are Required?

Number Concepts

The Elements of a Business Plan

Putting the Numbers in Your Plan

Backup Information

Refining the Plan

Key Learning Points

Chapter FourGaining Allies

Selling Is Not Just a Numbers Game

Methods of Achieving Buy-In

Understanding Hidden Goals

Make Your Plan Sell Itself

Get Your Boss On Board

Scaling Brick WallsThe Boss Who Gets in the Way

Advocates and Champions

Build a Network of Support

Who Gets the Credit?

Key Learning Points

Chapter FiveAssessing Your Audience

Positioning Is Everything

Meeting Audience Needs

Three Audiences, Including One You Don't See

Business Needs

Page vii

Whose Decision Is It?

Style Issues

Preferences and Eccentricities

Bigger Audiences

Key Learning Points

Chapter SixDesigning Your Presentation

What Makes an Effective Presentation?

Who Will Present?

How Long Is Our Window of Opportunity?

Which Comes First: The Presenter or the Presentation?

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