Product leaders often feel they must present a perfect, unassailable plan to executives. However, the goal should be to start a discussion. Presenting an idea as an educated guess allows for a collaborative debate where you can gather more information and adjust the strategy based on leadership's feedback.
Don't pitch big ideas by going straight to the CEO for a mandate; this alienates the teams who must execute. Instead, introduce ideas casually to find a small group of collaborative "yes, and" thinkers. Build momentum with this core coalition before presenting the developed concept more broadly.
Instead of pitching a solution, create a presentation deck that outlines your core assumptions as bold statements. Use this "story deck" to facilitate a conversation, not a presentation. This prompts customers to agree or disagree, revealing their true pain points and validating your hypothesis more effectively.
When a client offers harsh, fundamental criticism during a pitch, the best response is not to defend the work but to acknowledge the miss. One CEO won a pitch by immediately conceding the point and offering to re-pitch, demonstrating humility and confidence.
When pitching a long-term strategic fix, regional leaders prioritized immediate revenue goals. The product team gained traction not by dismissing these concerns, but by acknowledging their validity. This respect builds the trust necessary to balance short-term needs with long-term investment.
When a senior stakeholder proposes a potentially disruptive idea, direct resistance ('pushing') is counterproductive and strengthens their resolve. Instead, 'pull' them into a collaborative exploration. Acknowledge the idea, discuss the underlying problem it solves, and then gently steer the conversation back to how it aligns with the agreed-upon North Star, defusing tension.
Structure your final presentation by calling out specific problems you learned from individual contributors by name. Then, immediately pivot to show how solving their problem directly contributes to the high-level business objective owned by the executive decision-maker. This makes every stakeholder feel heard and demonstrates their strategic value.
Product managers often fail to get ideas funded because they speak about user needs and features, while executives focus on business growth and strategic bets. To succeed, PMs must translate user value into financial impact and business outcomes, effectively speaking the language of leadership.
To get leadership buy-in for a new media project, use a two-step pitch. First, show a best-in-class example from another company to paint a clear vision of the desired outcome. Second, explicitly anchor your project to a core strategic narrative or go-to-market message for that quarter.
A simple but powerful framework for any product initiative requires answering four questions: 1) What is it? 2) Why does it matter (financially)? 3) How much will it cost (including hiring and ops)? 4) When do I get it? This forces teams to think through the full business impact, not just the user value.
Bypass C-suite gatekeepers by interviewing lower-level employees who experience the problem daily. Gather their stories and pain points. Then, use this internal "insight" to craft a highly relevant pitch for executives, showing them a problem their own team is facing that they are unaware of.