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Perfect
Your
PITCH
    Creative Activist Toolkit 007
in partnership with




Creative Activist Toolkit 007
If you have to raise
funds for your soci
                    al
     change project,
     sooner or later,
you’ ll have to mak
                   e
            a formal
    presentation to
           a funder.



               Creative Activist Toolkit 007
u talking and   showing some
Usually, that will involve yo
               slides to a pan el of adults.

                  Creative Activist Toolkit 007
Creative Activist Toolkit 007
r not! We’ re here to help!
But fea




                  Creative Activist Toolkit 007
We’ ll walk you through
       the ess ential slides
       you need   to have...




Creative Activist Toolkit 007
We’ ll walk you through
       the ess ential slides
       you need   to have...

        provide  you with a
        templa  te to work
        with...




Creative Activist Toolkit 007
We’ ll walk you through
       the ess ential slides
       you need   to have...

        provide  you with a
        templa  te to work
        with...

         and offer tips on how
         to perfect your pitch!


Creative Activist Toolkit 007
Before we begin, download the template (in either PowerPoint
          or Keynote formats) and follow along....


                                       Microsoft PowerPoint



                                       Apple Keynote




                  Creative Activist Toolkit 007
First, youʼll need a cover
         page. Use the best
     photograph you have.

It should be captivating, or
        at least interesting.




                  Creative Activist Toolkit 007
Add your project name and
          motto or slogan.

           For example…

Everyone a Changemaker

 World Change Starts with
       Educated Children




                Creative Activist Toolkit 007
There should be eight main
sections to your presentation.

       You can use this slide
                unchanged.




                    Creative Activist Toolkit 007
Many funders will tell you
   what they care about most
       are the people theyʼre
  funding. So talk about your
                    team first.

Who are you and why do you
        make a good team?




                   Creative Activist Toolkit 007
Provide a one sentence
summary of your project.
    It should be short and
        simple enough that
       someone can easily
 repeat to someone else.

 Project X is the first and
  only youth-run tutoring
     program in Town A.

Tip: If you can use “first”
          or “only,” do so.


                Creative Activist Toolkit 007
Include your mission
      statement. It should
 address what you plan to
              do and why.

   To offer an after-school
      tutoring program for
   teenagers in Town A so
    they can improve their
grades and complete their
         secondary school
                education.


                Creative Activist Toolkit 007
Include your vision. What
will the world be like if you
           are successful?

      Everyone in Town A
   completes a secondary
        school education.




                  Creative Activist Toolkit 007
Tell us about the problem
  youʼre addressing. What
   are three or four facts or
  statistics that can help us
   understand the scope of
                the problem.

  Include what you think is
the “root cause” if you can.


    Use Chapter 1 to
      figure out your
problem’s root cause.



                        Creative Activist Toolkit 007
OPTIONAL: At this point,
  you may choose to add
images (not more text) to
  help us understand the
          problem better.




               Creative Activist Toolkit 007
Now, write one sentence
     that describes your
solution and answer the
      essential questions:
  who, what, how,
when, where, why.
Tip: You can also present
        this in bullet form.




                 Creative Activist Toolkit 007
Now, add a second
sentence that talks about
   how your approach is
    innovative or unique.




               Creative Activist Toolkit 007
Again, you may wish to
  include images (but not
much more text) to show
 us your solution and the
who, what, when, where,
                how, why.




               Creative Activist Toolkit 007
Give numbers that show
    how many people can
      potentially use your
       service or product.

For example, in your town,
      you find there are…
   2000: homeless people
15%: percent of youth say
       they need tutoring
     300: businesses that
need their used vegetable
               oil recycled


                 Creative Activist Toolkit 007
Tell us about your
   potential revenue. How
   much money does your
project hope to have in the
              coming year?

   Tip: Be realistic. If youʼre
just starting out, keep your
  revenue total small. One
     line should include the
     amount youʼre trying to
       raise from the funder
           youʼre pitching to.


                   Creative Activist Toolkit 007
Tell us why you need the
money? What do you plan
           to spend it on?

   Tip: Try not to spend
money on things that can
     easily be donated.




                Creative Activist Toolkit 007
Include your revenue total
     (from previous page)
under your total expenses.
 Revenue should be about
   the same as expenses.




                Creative Activist Toolkit 007
Tell us what you plan to
achieve in the next year
                 or two.

What will your project be
 like or what will it have
 done by certain dates.




               Creative Activist Toolkit 007
Explain what difference
    you hope to make and
what data (indicators) you
  will use to measure that
difference year after year.

           For example…
20 businesses eliminating
             plastic bags
    50 youth report better
         grades in school
    2000 meals served to
                homeless



                Creative Activist Toolkit 007
Consult Make It Count and
  The Tao of MacGyver to
 come up with meaningful
and achievable outcomes.




               Creative Activist Toolkit 007
Lastly, include your
contact information.




          Creative Activist Toolkit 007
Creative Activist Toolkit 007
1. Keep It Short!
            Get through the slides in
         under 10 minutes. It’s hard
            for anyone these days to
          listen for longer than that.

         So keep your speech short
            and leave more time for
                             Q&A.


Creative Activist Toolkit 007
2. Show Teamwork
There is strength in
numbers. Show up with
two other team
members if you can.
That alone will tell
funders your project
has the support of
others.


               Creative Activist Toolkit 007
3. Show Passion
It’s your passion that sells, not your idea. Chances are the people
  you’re pitching to think they know more than you do and have
better ideas. So make a good case but don’t count on the idea to
sell itself. Impress them with your commitment and authenticity.




                      Creative Activist Toolkit 007
4. Show the Real You


               Don’t try too hard to fit
                your project into other
              people’s agenda. The only
                   thing worse than not
                getting money is getting
                 money from the wrong
                  sources. So be honest
               about what you want to
              do and stick to it. If there
              isn’t a good fit, it’s better
                          to know now.

Creative Activist Toolkit 007
5. Show Openness




At the same
time, show
that you’re                                     Don’t get
willing to learn                           stuck on your
and improve.                              “brilliant idea.”
                   Creative Activist Toolkit 007
6. Commit to Short-term
          Outcomes
You might want to bring
about everlasting peace but
what are you going to
achieve in the next six
months? Funders want
results and they don’t want
to wait three years to see
change. Commit to creating
some change now with
resources you have.

                 Creative Activist Toolkit 007
7. Address Your Challenges
        During the Q&A, talk about
           the challenges you think
            you’ll face and how you
             might overcome them.
             If you don’t bring it up
                 yourself, you will be
                        asked. So be
                forewarned. This is a
                     test to see how
              prepared – or naïve –
                             you are.

Creative Activist Toolkit 007
8. End with Inspiration

                       At the end of your
                  Q&A, repeat or remind
                           funders what’s
                 inspirational about your
                 project – or what could
                be. When your group has
                 accomplished your goal,
                 what is the inspirational
              story you can tell? Tell that
                    story, even if it’s only
                  imaginary at this point.
Creative Activist Toolkit 007
Creative Activist Toolkit 007
perfect your pitch


       Check out other chapters...




                Creative Activist Toolkit 007
perfect your pitch

       and the six habits of highly
      effective social entrepreneurs.




                Creative Activist Toolkit 007
about the author
                    Charles Tsai is the founder and Executive Director of Social
                    Creatives. Previously, he worked for Ashoka’s Youth Venture
                    as Director of Virtual Program and at CNN as a reporter and
                    producer. www.charlestsai.com


creative activist toolkit                                                              thanks
The Creative Activist Toolkit is a series of PDF                The Creative Visions Foundation
booklets designed to help today’s youth                              The Vancouver Foundation
impact the world through creativity and social                      The Steve Nash Foundation
entrepreneurship. Produced by Social
Creatives and the Creative Visions                 Jon and Amy Eldon Turteltaub, Joanne Marien
Foundation, the toolkit chapters are offered        Elaine Munro, Debbie Riopel, Jaspal Lisa Rai
free to download. Email us if you would like         Bruce Johnson, Brooke Kuhn, Serge Martin
to contribute a chapter.

Copyright ©2009 Social Creatives                                                       credits
Feel free to pass this booklet on but you may        Amy Eldon Turteltaub Executive Producer
not alter the content or charge for it. You may               Charles Tsai Managing Director
quote brief sections if you credit Social
Creatives and provide a link to                             Images form Ashoka’s Youth Venture
socialcreatives.org


                              Creative Activist Toolkit 007
Charles Tsai
             Social Entrepreneurship Educator

Charles Tsai is a journalist, writer, speaker
  and consultant for social entrepreneurs.
 A former reporter and producer for CNN,
Charles ventured into the social sector to
   help youth design and implement their
own solutions for change. He then helped
 Ashoka launch its first global campaigns
     to support youth-led social ventures.

Now, he has launched SOCIAL Creatives,
    a new framework to learn, teach and
        practice social entrepreneurship.
Charles Tsai
charles@socialcreatives.org
 www.socialcreatives.org

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CAT007: Perfect Your Pitch

  • 1. Perfect Your PITCH Creative Activist Toolkit 007
  • 2. in partnership with Creative Activist Toolkit 007
  • 3. If you have to raise funds for your soci al change project, sooner or later, you’ ll have to mak e a formal presentation to a funder. Creative Activist Toolkit 007
  • 4. u talking and showing some Usually, that will involve yo slides to a pan el of adults. Creative Activist Toolkit 007
  • 6. r not! We’ re here to help! But fea Creative Activist Toolkit 007
  • 7. We’ ll walk you through the ess ential slides you need to have... Creative Activist Toolkit 007
  • 8. We’ ll walk you through the ess ential slides you need to have... provide you with a templa te to work with... Creative Activist Toolkit 007
  • 9. We’ ll walk you through the ess ential slides you need to have... provide you with a templa te to work with... and offer tips on how to perfect your pitch! Creative Activist Toolkit 007
  • 10. Before we begin, download the template (in either PowerPoint or Keynote formats) and follow along.... Microsoft PowerPoint Apple Keynote Creative Activist Toolkit 007
  • 11. First, youʼll need a cover page. Use the best photograph you have. It should be captivating, or at least interesting. Creative Activist Toolkit 007
  • 12. Add your project name and motto or slogan. For example… Everyone a Changemaker World Change Starts with Educated Children Creative Activist Toolkit 007
  • 13. There should be eight main sections to your presentation. You can use this slide unchanged. Creative Activist Toolkit 007
  • 14. Many funders will tell you what they care about most are the people theyʼre funding. So talk about your team first. Who are you and why do you make a good team? Creative Activist Toolkit 007
  • 15. Provide a one sentence summary of your project. It should be short and simple enough that someone can easily repeat to someone else. Project X is the first and only youth-run tutoring program in Town A. Tip: If you can use “first” or “only,” do so. Creative Activist Toolkit 007
  • 16. Include your mission statement. It should address what you plan to do and why. To offer an after-school tutoring program for teenagers in Town A so they can improve their grades and complete their secondary school education. Creative Activist Toolkit 007
  • 17. Include your vision. What will the world be like if you are successful? Everyone in Town A completes a secondary school education. Creative Activist Toolkit 007
  • 18. Tell us about the problem youʼre addressing. What are three or four facts or statistics that can help us understand the scope of the problem. Include what you think is the “root cause” if you can. Use Chapter 1 to figure out your problem’s root cause. Creative Activist Toolkit 007
  • 19. OPTIONAL: At this point, you may choose to add images (not more text) to help us understand the problem better. Creative Activist Toolkit 007
  • 20. Now, write one sentence that describes your solution and answer the essential questions: who, what, how, when, where, why. Tip: You can also present this in bullet form. Creative Activist Toolkit 007
  • 21. Now, add a second sentence that talks about how your approach is innovative or unique. Creative Activist Toolkit 007
  • 22. Again, you may wish to include images (but not much more text) to show us your solution and the who, what, when, where, how, why. Creative Activist Toolkit 007
  • 23. Give numbers that show how many people can potentially use your service or product. For example, in your town, you find there are… 2000: homeless people 15%: percent of youth say they need tutoring 300: businesses that need their used vegetable oil recycled Creative Activist Toolkit 007
  • 24. Tell us about your potential revenue. How much money does your project hope to have in the coming year? Tip: Be realistic. If youʼre just starting out, keep your revenue total small. One line should include the amount youʼre trying to raise from the funder youʼre pitching to. Creative Activist Toolkit 007
  • 25. Tell us why you need the money? What do you plan to spend it on? Tip: Try not to spend money on things that can easily be donated. Creative Activist Toolkit 007
  • 26. Include your revenue total (from previous page) under your total expenses. Revenue should be about the same as expenses. Creative Activist Toolkit 007
  • 27. Tell us what you plan to achieve in the next year or two. What will your project be like or what will it have done by certain dates. Creative Activist Toolkit 007
  • 28. Explain what difference you hope to make and what data (indicators) you will use to measure that difference year after year. For example… 20 businesses eliminating plastic bags 50 youth report better grades in school 2000 meals served to homeless Creative Activist Toolkit 007
  • 29. Consult Make It Count and The Tao of MacGyver to come up with meaningful and achievable outcomes. Creative Activist Toolkit 007
  • 30. Lastly, include your contact information. Creative Activist Toolkit 007
  • 32. 1. Keep It Short! Get through the slides in under 10 minutes. It’s hard for anyone these days to listen for longer than that. So keep your speech short and leave more time for Q&A. Creative Activist Toolkit 007
  • 33. 2. Show Teamwork There is strength in numbers. Show up with two other team members if you can. That alone will tell funders your project has the support of others. Creative Activist Toolkit 007
  • 34. 3. Show Passion It’s your passion that sells, not your idea. Chances are the people you’re pitching to think they know more than you do and have better ideas. So make a good case but don’t count on the idea to sell itself. Impress them with your commitment and authenticity. Creative Activist Toolkit 007
  • 35. 4. Show the Real You Don’t try too hard to fit your project into other people’s agenda. The only thing worse than not getting money is getting money from the wrong sources. So be honest about what you want to do and stick to it. If there isn’t a good fit, it’s better to know now. Creative Activist Toolkit 007
  • 36. 5. Show Openness At the same time, show that you’re Don’t get willing to learn stuck on your and improve. “brilliant idea.” Creative Activist Toolkit 007
  • 37. 6. Commit to Short-term Outcomes You might want to bring about everlasting peace but what are you going to achieve in the next six months? Funders want results and they don’t want to wait three years to see change. Commit to creating some change now with resources you have. Creative Activist Toolkit 007
  • 38. 7. Address Your Challenges During the Q&A, talk about the challenges you think you’ll face and how you might overcome them. If you don’t bring it up yourself, you will be asked. So be forewarned. This is a test to see how prepared – or naïve – you are. Creative Activist Toolkit 007
  • 39. 8. End with Inspiration At the end of your Q&A, repeat or remind funders what’s inspirational about your project – or what could be. When your group has accomplished your goal, what is the inspirational story you can tell? Tell that story, even if it’s only imaginary at this point. Creative Activist Toolkit 007
  • 41. perfect your pitch Check out other chapters... Creative Activist Toolkit 007
  • 42. perfect your pitch and the six habits of highly effective social entrepreneurs. Creative Activist Toolkit 007
  • 43. about the author Charles Tsai is the founder and Executive Director of Social Creatives. Previously, he worked for Ashoka’s Youth Venture as Director of Virtual Program and at CNN as a reporter and producer. www.charlestsai.com creative activist toolkit thanks The Creative Activist Toolkit is a series of PDF The Creative Visions Foundation booklets designed to help today’s youth The Vancouver Foundation impact the world through creativity and social The Steve Nash Foundation entrepreneurship. Produced by Social Creatives and the Creative Visions Jon and Amy Eldon Turteltaub, Joanne Marien Foundation, the toolkit chapters are offered Elaine Munro, Debbie Riopel, Jaspal Lisa Rai free to download. Email us if you would like Bruce Johnson, Brooke Kuhn, Serge Martin to contribute a chapter. Copyright ©2009 Social Creatives credits Feel free to pass this booklet on but you may Amy Eldon Turteltaub Executive Producer not alter the content or charge for it. You may Charles Tsai Managing Director quote brief sections if you credit Social Creatives and provide a link to Images form Ashoka’s Youth Venture socialcreatives.org Creative Activist Toolkit 007
  • 44. Charles Tsai Social Entrepreneurship Educator Charles Tsai is a journalist, writer, speaker and consultant for social entrepreneurs. A former reporter and producer for CNN, Charles ventured into the social sector to help youth design and implement their own solutions for change. He then helped Ashoka launch its first global campaigns to support youth-led social ventures. Now, he has launched SOCIAL Creatives, a new framework to learn, teach and practice social entrepreneurship.