Overview

Background

[Explain in a nutshell the origins of the project: drivers, involved stakeholders, leadership]

Vision

[Explain your project’s significance and strategic relevance in today’s environment. What guides the organization and team?]

Problem

[Formulate the core problem you identify and justify why the project will solve this problem]

Product

[Describe in a few sentences the product or product integration you are working on]

Main goal

[Define the project’s primary objective and how you will track your progress]

Market

[Relate your project and product to the current market and competition: size of market, main products you are competiting with, the differentiation of your product or work]

Business

[Explain what you plan to sell, how, and to which customer segments]

Risk assessment

[Identify the 3 major technical and contextual risks that can prevent the project completion]

Team

[Provide an overview of your team today and the skillset needed over the next 12 months, both internally and externally. Identify their roles]

Product

Product in details

[Describe in details the approach/technology you are working on, as well as the related product or product integration you target]

Core features

[Define the technological demands to address in the project, as well as the KPI framework you use to demonstrate the differentiation of your approach/technology]

Severity of the problem

[Describe which are the unique benefits or advantages your approach/technology offers, and how it solves the problem you identify]

Science/technology

[Synthetize the state-of-the-art literature and technological know-how available to date on your project. Explain why you believe there is a gap you can fill]

Novelty

[What are the potential breakthroughs or disruptive innovations you introduce with the project, and why? Use scientific support to back your arguments]

Patents

[Indicate and describe the novelty in terms of IDs or IPs already in place, or planned. Articulate the intellectual property strategy you plan to pursue]

Analysis

[Provide a brief competitive scan of existing products and compare them to your technology (preliminary results) in quantitative terms if possible, using the KPIs above]

Readiness

[Explain why your project is relevant both from a technological and market timing standpoint]

Roadmaps

Project roadmap

[Describe the key project milestones over the next 12 months, with a minimum 1-month step.
Identify the main roadblocks and provide the project KPIs you focus on.
Identify the current and future stakeholders -including consultants, suppliers, partners- who are involved in the project and how you will interact with them.
Define your North Star project metric for the forthcoming 12 months]

Product roadmap

[Describe the key product milestones over the next 12 months, with a minimum 2-week step.
Identify the main roadblocks and provide the product KPIs you focus on.
Define your North Star product metric for the forthcoming 12 months]

Go-to-market roadmap

[Describe the key market discovery and market fit milestones over the next 12 months, with a minimum 1-month step.
Explain how you plan to define the future buyers of your product, understand the buyer’s journey, craft your key messaging, interact with them, the process to strike a deal or a partnership.
Describe your market discovery KPIs and the processes involved.
Define your North Star market discovery metric for the forthcoming 12 months]

Budget & fundraising

[Explain the main sources of funding to date, as well as the future financial needs.
Define what can be the first company raise the terms, and the targeted investors]

Market

Product

[Describe the key market segments you target with your product.
Highlight which market segment is your top priority, and why]

Market drivers

[What macro and micro trends make the project and product possible, and relevant?]

Challenges

[Identify the main challenges you believe you will face while working on the go-to-market]

Market size

[Describe quantitatively how large, growing rapidly or emerging your target markets are.
Use a quantified approach TAM, SAM, SOM. Define the state of market fragmentation]

Competition landscape

[Describe the indirect and direct competition for your product.
Propose a benchmark comparing the different alternatives to your approach]

Strengths against competitors

[Indicate the unique insights that you have learned so far working on the project, both from a market and product perspectives. Highlight the three main strengths of your approach]

Weaknesses against competitors

[Highlight the three main weaknesses of your approach compared to the competition]

Barriers to entry/moats

[Articulate your views on the advantages you have and the difficulties you will face to penetrate the market, and consolidate your positioning. Use market data]

Business

Monetisation

[Explain how does the future company plan to make money in the short and/or long term]

Pricing model

[Define the cost breakdown of your product and articulate a first pricing strategy, argumented with market data and challenged by your competitive benchmark]

Sales strategy

[Explain your vision of the complexity, cost, pipeline volume, sales cycles, profitability and scalability of your sale dynamics over the next 12 to 36 months]

Traction and metrics

[Describe the milestones leading to a product built and shipped, and what will be the KPIs of success and growth: number of units sold, etc]

Financials

[Determine the first financial model as the backbone of the company, as well as three growth scenarios (conservative, bullish, median)]

Exit scenarios

[Define your positioning on the value chain and the exit scenarios you imagine for the company]