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INTRO
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MEDDIC Example

Use Template
MEDDIC example selling SWOT to Shieldmedia. Objective to help ShieldMedia design and execute an aligned OKR strategy to grow their business 100% in 2020.
AUTHOR
SWOT
Using MEDDPIC

To help ShieldMedia design and execute an aligned OKR strategy to grow their business 100% in 2020

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100%

Metrics

TL
Economic impact of solution
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100%
Increase team productivity by 21% [drive 14% revenue lift] by having quarterly plans set two weeks earlier with SWOT 
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100%
Reduce employee attrition by 2 headcount per/year, saving $60k in recruiter fees 
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0%
 
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100%

Economic Buyer

TL
Who is the budget holder
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100%
CEO sponsored initiative, Eric Murray, SVP of HR driving project day to day 
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0%
 
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0%

Decision Criteria

TL
Criteria to compare vendors
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0%
Company wants to roll out OKR's to improve alignment by 3/1, needs vendor capable of supporting rollout 
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Employee adoption in a world of app overload 
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Ease of use for execs during the quarterly planning process 
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Cost if rolled out to all employees 
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Available coaching, facilitation, and strategy consultation 
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0%
 
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0%

Decision Process

TL
Process to select & purchase
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0%
Shieldmedia to meet with 5 vendors in project management and strategic execution space 
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Shieldmedia to consult with existing exec coaches on recommendations 
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Shieldmedia to demo finalist solutions with one manager and their direct reports to evaluate decision criteria 
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Legal to review and approve MSA and confidentiality before final signature 
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Procurement to review and give approval for signing ahead of final signature 
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0%
SVP of HR to sign agreement 
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0%
 
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0%

Identified Pain

TL
Their pain? Consequences?
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0%
Exec team is not aligned on core initiatives, leading to conflicts and delays 
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0%
Company morale is impacted by lack of clarity and focus on core initiatives, leading to employee retention issues 
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0%
 
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0%

Champion

TL
Power and influence on deal
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0%
CEO's exec coach, David Stearn, is a repeat user of SWOT and is highly recommending our platform 
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0%
 
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%

New

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%
 
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