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Preparing for a pitch

Alex Christie

5 March 2008

As a designer part of my job is to help prepare for pitches, here are a few handy hints to help make the process as painless as possible:

Don’t leave it until the last minute – As soon as you have been ask to pitch for a job start working on it straight away, a kick off meeting is a good way to begin.  This will minimise stress levels when the pitch date approaches.

Get the experts in – Don’t leave the content to be written by sales people or account managers, an expert from each discipline should contribute, whether they are a designer, developer, information architect etc.  This will ensure the information is correct and written with confidence, which will come across when read.

Read it and re-read it – Due to a number of different people contributing to the pitch the document may not flow, ask someone who has not been involved in creating the document to read through it and make amends to ensure it reads consistently through out.

Take responsibility – Appoint someone who takes soul responsibility for producing the pitch document and presentation, they can delegate work to others, chair week meetings, set deadlines etc.

Set mile stones – It is important that everyone knows what they have to get done and by when.

Practice the presentation – Practice it in front of your colleagues, ask for feedback, make notes of what went well and what could be done better.  Take time to refine the presentation and practice again if necessary.



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