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“We basically ask a lot
of questions of a lot of people who are a lot smarter than we are.”

Part Three: Chapter 18
It's Time to Get Your Pitch On . . .

By Holly Branson

Many Sunday evenings, while sitting on my sofa watching budding business moguls pitch their idea or product to a room full of dragons (or a tank full of sharks in the United States), I'd thank my lucky stars that I wasn't one of them. If you've ever had to pitch to a room full of strangers, you know what I mean.

That first day of school, the first moments of a blind date, a dream job interview you've been praying for all pale to insignificance compared to the trepidation and anticipation of putting your dream in the hands of people who could make it a reality. It's the 10 minutes that could change your life forever—just as long as you don't mess it up!

Whether you are part of a business being pitched to—or an individual hoping to slay a few dragons—I hope that by sharing our learnings from Big Change and introducing you to an incredible young woman named Esther, you'll discover some tips to make your purpose proposal stand out from the crowd the next time you get your pitch on.

Finding Your Ideal Purpose Partner the Big Change Way

Go External

Every year, at Big Change, we go on a search to find, fund, and partner with the best and brightest new ideas and projects capable of driving positive system change for young people in the UK, to set them up to thrive in life, not just exams.

To aid us on our quest to find the innovative purpose projects that will deliver this change, over the past five years we have built relationships with incredible organizations, networks, and individuals who have their ear to the ground within the sector. They help connect us with those projects that have the potential to realize the change we want to see—they understand us and know what we are looking for. Essentially they are our Big Change Purpose scouts.

I strongly suggest you do the same—as a business GO EXTERNAL and find the missing links that (to paraphrase Tom Cruise in Jerry Maguire) “complete you.” Leverage the people who already have knowledge and networks in the field and can help identify the opportunities or gaps in our society to help young people thrive.

We basically ask a lot of questions of a lot of people who are a lot smarter than we are.

Through them, and the incredible people who share their ideas with us, I have come to realize that as a business (or funding organization in this case) we have just as much responsibility not to mess it up as the individual who is pitching.

Do your Research

To get the most out of any purpose-pitch process and to determine what individual, charity, project, or organization will best serve the system change you wish to see, you need to do your research. At Big Change this has been one of our greatest learnings. As we shared earlier, when we launched, we worked with some great grassroots organizations, but it was more about incremental rather than system change. We realized if we wanted to create big change, we needed to know more about the root causes rather than the symptoms of the broken system—the things that would make a real difference, long term.

We knew we had the capability to use positive disruption, within the system surrounding young people in the UK, as a catalyst to bring about real change. But we simply hadn't done enough research.

I don't want to take away from what was achieved in the early days with our amazing project partners. We did good work. But we knew we could to do great work; we just had to put in the right amount of legwork first.

Put bluntly, the responsibility to create the greatest amount of impact lies with you and your team during the pitch process, not solely with the project or organization who are pitching you. You can't achieve that without knowledge.

At Big Change, to secure the most effective and impactful purpose partnerships, we learned that a lot of research and conversations are needed when choosing and inviting project pitches.

With an ultimate goal of backing big ideas that will support young people to thrive in life, not just exams, we realized that one of the areas where we needed to implement changes was in teacher well-being. Over a couple of years, we had received a number of proposals that looked to address the question of the well-being of teachers. At the time, we didn't feel that we understood the dynamics of the sector well enough to commit meaningfully to it. So we spent six months speaking with a wide range of people and organizations—teachers, teacher unions, and sector experts—to help us develop a clearer picture of what was happening, what needed to change, and how we as an organization could help effect that change. We captured the learnings and formed an emergent narrative on the whole sector. We then shared it with everyone we had spoken to—so that each expert was able to gain knowledge from all the others. A win-win for everyone involved.

Spending the time doing this research allowed us to reach out to the best possible projects, individuals, and organizations working in the field of teacher well-being (at Big Change we call it Teacher Thriving). This gave us a deeper understanding of the terminology they used (a small but important point!). Most important, we could judge, from a position of knowledge, whether the idea we were being pitched would bring about the system change we wanted to see. It was clear early on that there was a real crisis going on with brilliant teachers burning out and leaving the profession. While many schools had started to offer Well-Being programs and perks, it wasn't really scratching the surface. The issue went deeper into how teachers were valued and supported in the daily realities of the role. We ended up supporting projects that were innovating on teacher training, support, and leadership that could lead to long-term change.

So do your homework.

Gain the knowledge you need to be the most positive disruptors for change that you can be.

The Brief

A tip from experience: you get out what you put in. The fuller and more informative the brief, the more rewarding the pitches you receive will be. As a suggestion, your brief should include an introduction to your company or organization, the pitch process with full timeline, key selection criteria and a note explaining them, what you want to see from the proposal, and it is also good to add your focus and detailed next steps. As mentioned, we spend months researching the social issue we want to address. As this isn't research for the sake of research, we include the emergent narrative from the research in our brief to prospective projects. This narrative helps to inform the projects about where they fit and how their idea is driving the big change we want to see. It also helps them focus their pitch and clearly outline how they fit into the bigger picture.

Doing the research and pulling together a strong brief has really improved the quality and alignment of the projects we receive. We no longer have to go through thousands of ideas that are simply not relevant. Our call for ideas breaks down into two parts—a short two-pager that outlines the idea, the team, and the change they wish to facilitate. We then measure them against the brief and only progress with those projects that answer the specific change sought. This saves already overworked charities a lot of time and effort. We respect that they don't have the time to waste filling in the dozens of pages of a grant pitch, especially if it's clear that they would not meet the parameters we set out in the brief.

Please start with a brief overview of your understanding of the sector as a whole.

  1. What is the Big Change you want to see?
    • What are your goals and objectives?
    • What are some of the key metrics/KPIs that will demonstrate success?
  2. Why is this important?
    • Any evidence and case for change
    • Insight behind this particular focus or opportunity versus other approaches
  3. How will you drive change?
    • Strategy and plan
    • Key phases and timescale with milestones
    • Key activities
    • Key people
  4. What do you need to make it happen?
    • Resourcing plan and budget
    • Detail on what the specific elements for which you are requesting funding (and any other funders/income streams)
  5. Plan for sustainability/exit after Big Change funding
  6. Learning and system-wide impact
    • What do you hope to know at the end of the grant that you don't know at the start?
    • How will this learning be shared?
  7. What would happen if we funded you at a lower amount?

    For example, what if we funded you for 50 percent of the amount you are requesting? Would this mean the work could not go ahead, that you would need to change the model, that you would need to fundraise elsewhere, or that it would all still be possible, but perhaps have fewer resources to make it work?

  8. Accelerator support
    • How do you think Big Change could add value as a partner beyond the financing stage?
  9. Please add anything else you think is important or relevant.

For those ideas that get through to the next stage, we then very clearly lay out what we would like to see from the proposals. Hopefully the questions we pose in the box on the previous page will help inform your next proposal on your journey to embedding purpose firmly in your business by finding the right partner (feel free to plagiarize!).

Diversity of Perspectives

A great turn of phrase coined by our wonderful M.D. of Big Change, Essie North—diversity of perspectives—sums up our approach when we pull together the panel we assemble to hear project pitches. We want to hear opinions from experts in different roles and industries, who might offer a perspective that we would never even think of. We like to call it our Impact Council, and you may want to set up your own version.

Here's why we changed our approach. In the early days of Big Change our “pitch panel” consisted solely of the team at Big Change. We quickly realized we were all too similar. Having worked for years on distilling the values on which Big Change is built and our core purpose, we were so aligned in our thinking and our experience (in some areas very limited) that we were not getting the most from the pitch process. We weren't always asking the right questions.

We needed to call in the cavalry. Using our usual premise—if you don't ask, you don't get—we targeted some brilliant people in our network and were amazed at how honored they were to be asked. From a former gang leader to business leader, at first glance they seemed to have little in common. But they all had different experiences and insights to bring to the table. All are positive, forward-thinking pioneers who believe in challenging the status quo, constantly learning, and looking to the future.

I've listed below some of the types of experts we call on—we have found that between 6 and 12 is a good number—you may need to get even more specific expertise involved. These are just our suggestions from our experience. Forming our Impact Council vastly improved the outcome of our project pitches due to the fact that it is made up not only of a range of internal stakeholders, but external experts, as well.

Who should make it onto a great Impact Council?

  • Business leadership team/CEO
  • Sector expert: He/she will have a deep understanding of what a good project looks like within the sector
  • Researcher or thought leader within the sector: She/he will know the players within the sector, including all stakeholders
  • Expert within your organization: Depending on the area you wish to invest in, pull individuals with the most knowledge and experience from your own organization
  • Previous project partner: If possible, involve a partner you have worked with successfully in the past. They will have a good understanding from the other side
  • Venture capital/investors: Investors are accustomed to investing in early stage ideas and know what to look for
  • Potential donors/funders/partners: Engage them in the process (they often have great experience to add as well!)

It's decision time.

So you've assembled the most informed, effective Impact Council the world has ever seen—what next?

The Scorecard

I love the whole pitch process, from the research and learning about the sector and talking to experts in the field to drawing up the brief, with the team to deciding who should make up the Impact Council to best inform the final decision. We've also worked hard to make the selection process as enjoyable as possible. The advantage of bringing together a diverse group of people to help us make the selection is that we can call on their networks to help place a purpose project with a good partner, if it was not quite right for Big Change. The vast majority of projects are so worthwhile, with every team passionate and driven to make change—but we can't support them all, and you won't be able to, either. Take the time to think of how you can best serve those projects that may not be quite right for you. Again, if you have built a group of people around you to help steer and advise you, it is likely that they will also be willing to help vet the projects to find the best fit for them. This will not only leave you with the warm and fuzzies, but means you can keep in touch with those projects, invite them to staff conferences to raise awareness for them, feature them on your blogs and internal communications challenges, and so forth. In a way, they can become additions to your Purpose Portfolio.

At Big Change, to help us make that final decision, we pulled together a Scorecard that not only speaks to the passion of the team pitching but also the bigger picture and the operational structure. Again I hope our Scorecard helps you to make those difficult decisions. As always it is just a guide—feel free to add/delete/tweak as appropriate.

I feel like a teacher writing these WEconomy “How to . . .” sections. I hope a teacher you actually like—rather than the one with the horrible nickname! All of the tips, tools, and pointers are based on our experiences and learnings when deciding on what projects we invest in at Big Change. You may already be doing lots of the things I detail here—hopefully by breaking this section up into boxouts and takeaways—you can easily ignore the ones that aren't relevant to your business. Ideas like the Impact Council may be new to you, and I hope you find it inspiring—it certainly made a massive difference to us.

As an Individual you, too, can Make your Purpose Dreams Come True

Now let me introduce you to the ultimate DRAGON SLAYER . . .

What if you are an individual with an idea that you believe will make a significant difference to people's lives, but need the support of your workplace to make that dream a reality? How do you even begin to get in front of the people who can make that happen? Just as it takes bravery as an organization to change the way their business operates by embedding a sense of purpose at the very core of what it does—it also takes incredible bravery to send that email, pick up the phone, or knock on the door of your boss and ask them to believe in your dream. I have had the privilege of meeting one such individual. Her name is Esther Marshall. I learned a lot from her, and I hope you do, too.

The Scorecard

Criteria Ranking Notes
Is this a big idea that can create systemic change?
  1. Nice idea but only local impact
  2. Smart idea with potential for impact in multiple locations
  3. Insight-led idea for addressing a system-wide problem, with narrow impact
  4. Insight-led idea for addressing a system-wide problem, with broad impact
  5. Insight-led idea with ability to effect or inspire change in the wider sector
Is there a clear business case for why this is needed and that it will be taken up by the market?
  1. Anecdotal evidence of need from one or two people
  2. Some evidence of the need from multiple sources
  3. Solid evidence that there is a pressing need
  4. Lots of people discussing the need within and outside the sector
  5. Solid cross-sector (or discipline) evidence of a critical need and desire for change
Do we feel confident around the operational plan?
  1. Operational plan is patchy—serious questions around delivery
  2. Outline of a plan but with some question marks on delivery
  3. Solid theory of change and plan
  4. Clearly articulated operational model, with resources and support to match
  5. Solid operational model with a clear plan (and evidence) for sustainability
Is it led by a Big Changer?
  1. Not feeling the leader's potential
  2. Led by someone with the potential to be a strategic, system-level thinker
  3. Led by strategic, system-level thinker
  4. Led by strategic, system-level thinker with great experience on other initiatives
  5. A true Big Changer—a visionary leader who will lead the way on this project and the sector more broadly
Is Big Change excited about it?
  1. Meh
  2. It has value, but not much Big Change potential
  3. Big Change team wants it to happen and feel we could add value
  4. Big Change team is excited about it and there is lots of positive energy behind it
  5. Can't wait to get started—we feel it could be a seminal Big Change project

In 2017, my cousin Noah invited this incredible young woman to join the Big Change team at WE DAY UK. Before Esther tells you her story in her own words, here's a little background: she graduated from the University of Leeds with a degree in Geography in 2011. One of the lucky (and bright) ones, she then successfully gained a place on the Unilever Graduate Scheme, initially working and training with the HR Department. No easy feat in the current job market in the UK.

But Esther's story did not start off as a happy one. As you'll see, her tale is ultimately one of bravery. Not only did she conquer paralyzing fear in her personal life but she went on to slay one of the most famous dragons around—Paul Polman, CEO of Unilever. (Only joking, Paul; we know you're more of a kitten than a dragon, but “dragon” better suited our theme!)

Throughout Esther's story, we'll pick out her key learnings, tips, suggestions, and advice on how to use the position you are in right now—whether that be as a 26-year-old member of a graduate scheme, an entry-level employee, a middle manager, or simply someone with a passion for purpose who desperately needs help making a dream into a reality.

I could never do justice to Esther's story, so I'm not even going to attempt to—instead, let me introduce you to one of the bravest young women I have ever met: Esther Marshall.

Esther: Eight years ago I thought I had found someone who loved me. Sometimes he did seem to love me. But at other times, after the drug taking and the drinking, he became a different person. He would hurt me to the point that I was scared of him. What happened shook me and shattered my self-confidence to rock bottom. I would sit in the bathroom crying and in pain. But I never told anyone any specific details—because I was afraid. I was afraid of people thinking I was weak.

In 2014, I went to the One Young World Conference as a UK Ambassador for Unilever. I heard the North Korean defector and human rights activist Yeonmi Park speak about the abuse she had encountered in her life. It had a deep effect on me. I couldn't stop thinking about how other people's journeys can be an inspiration to others. I felt that all I had done was hide from my issues. I had written down my feelings, but kept them to myself. Inspired by Yeonmi, I felt a strong desire to do something, to share my story in an attempt to help others.

I went back to my room each night and started to dream of possibilities of how I could share my story with the world. I knew I wanted to make a change, but had no idea how to start. I decided to reach out to the founders of One Young World, David Jones and Kate Robertson, two people who had empowered a generation of change-makers. Their support and encouragement motivated me to keep going. I wanted to help every other girl out there in the same position that I was. This was my calling, but I didn't know where to start.

I needed to get my story out. David and Kate advised me that in order to be bold, you have to go big. And it doesn't go any bigger than the CEO of Unilever and Counsellor for One Young World, Paul Polman. It was hard enough to tell my story to my closest friends and family, let alone to one of the most famous global business leaders. David Jones kindly offered to let Paul know to expect my email. Writing down my story for the first time in years, I struggled on every word. I scrutinized every sentence and imagined what his response would be. Eventually I gained the courage to just press send.

Unsurprisingly, Esther had never presented to anyone as senior as Paul—so she reached out to friends, family, and colleagues rather than falling into a blind panic in isolation. If you are facing a similar challenge, hopefully the following tips will help with that first crucial presentation.

You Aren't the First and You Won't Be the Last

Learn from the triumphs of others and even from their “epic” pitch fails. The people around you (whether at work or in your personal life) will have experience that is invaluable to you. Ask for their advice and talk through what you hope to achieve and what your end goal is. This often focuses your mind and helps hone your pitch.

Know Your Dragon

I realize this is easier said than done when you are several rungs on the career ladder below the person you are presenting to, but in an office environment you have the opportunity to pick the brains of colleagues who work with that person. Take her/his executive assistant, or other directors who work with them, out for a coffee, explain that you are nervous and would be very grateful for a couple of pointers when presenting to the CEO. The vast majority of people are willing to help if you are honest and upfront about your fears and concerns. In fact many are flattered that you chose them as a sounding board.

Keep It High Level

Once you've gleaned the inside track on whether your Dragon loves or hates PowerPoint, prefers pie charts to bar graphs, is colorblind or not (yes, Paul, your secret is out!), or has an attention span that lasts no more than five minutes, then it's time to get your pitch on. First, take emotion off the table (not easy when it's your dream) and distill your pitch down to 10 key points. Esther was advised that five minutes is about the maximum time people can concentrate on a presentation without itching to interrupt and ask questions. Below are the key points she followed to structure her pitch—all within that important small window of time she'd been allotted.

Introduce yourself and the name of your venture/charity.
Identify the problem you are hoping to solve.
Explain how what you are proposing will solve that problem (keep it short!).
What difference (for the better) will your idea make to the people affected by the problem?
Growth: How do you see your impact growing over three years? Be honest and don't be tempted to exaggerate growth—it is always better to overdeliver. Try to link it to the business as this will capture their attention.
The playing field: Why is your idea/ new organization needed? Is there a lack of organizations working within the area you wish to operate in?
The team: Is it just you and your dream or a group you have pulled together? Again, be honest about what you have and, even more important, what you'll require. It is likely that you will still have a day job to perform—so don't overextend yourself from the outset—failure is almost certain if your idea is not resourced effectively.
Funds: What is it you need to make your dream a reality? Are money, personnel expertise, office space, and overheads accounted for? Don't just think cold hard cash—it may be that a small amount of initial funding is required alongside less costly support. Marc touches on this in the chapter “Change without Cash.”
Why now? This is your call to action—emotion can come back on the table, so let your passion shine through.
End by encouraging questions—which leads neatly to my next piece of advice.

Know the Details

It may seem obvious but sometimes you can be too close to your dream. Practice is crucial—ask your friends and colleagues to grill you, to ask as many questions as possible. If you have no choice but to go it alone—anticipate as many questions as you can and get ready to overcome any objections you may encounter along the way. Most of the time overcoming objections is the absolute key to a successful pitch. You can never be too prepared.

Be Yourself

I have always believed in investing in people. Yes, the idea can be great and the need obvious but it's the passion of the individual that makes something amazing and remarkable happen. So show yourself—be yourself—ultimately it is YOU they will want to invest in . . .

So, back to Esther and her journey to sTandTall:

When I walked into Paul's office, sweaty palms and racing heart, I didn't know what to expect. I had planned a 5-minute presentation and prepared myself for the inevitable questions. It didn't go exactly as I imagined. I went through the painfully personal nature of recounting those years of questioning my self-worth at the hands of an abusive partner. Paul listened, and desperately wanted to understand the realities of the trauma I'd experienced. I revealed more to Paul than I had ever shared with my own husband. The hour that followed changed my life. I left Paul's office with a promise to support other girls to stand tall after abuse.

I remember writing: One day I will sTandTall. I couldn't have imagined it would evolve into a fully fledged project, supported by the CEO of Unilever. sTandTall aims to help women access help anonymously and safely, educate young girls on abuse, and establish holistic centers for restorative care for victims of abuse.

A year later, I was standing behind the microphone, terrified to tell my story to 1,500 young leaders gathered at One Young World 2015. I was blinded by the lights and frozen on the stage. As soon as the first words came out, I felt a new strength rush through my body. I stood tall for the first time in 9 years. I walked off the stage to a standing ovation that was the most surreal moment of my life. This was the day I launched sTandTall and pledged to help half a million women achieve their full potential.

The response I received was overwhelming. I hear countless stories of women and girls in similar positions, and I've received unprecedented media attention and heartfelt offers of support from my colleagues at Unilever. I had no idea how I would take this passion to establish sTandTall while juggling my career at Unilever. Over the next few months, I was promoted to a role where I could make a positive change in the world through business in the Sustainability team. The personal response from Paul Polman and all my Unilever colleagues has been astounding. The support I have gained from their social media outreach, to the initial investment I've received, has allowed me to launch sTandTall while having a meaningful career at Unilever.

It took 9 years to build the confidence to get to where I am today. I'm grateful to work at a company like Unilever, which acknowledges the importance of employees fulfilling their potential and having purpose at work. I'll always remember Paul's encouraging words after that first meeting: “Esther, don't let me down.” Those five words motivate me every day to go above and beyond with sTandTall.

I've used the words Be Brave and Be Bold throughout this book, but it is at the very start of your journey when these words are most apt. I have been extremely fortunate to meet the incredible author Dr. Brené Brown (her books Rising Strong and Daring Greatly are definitely worth checking out if you haven't). Brené tells of a quote she found (while Googling the time period Downton Abbey was set in) that changed her life. I'd like to share it with you here, in this section, in the hope that it inspires company bosses and graduate trainees alike to Be Brave and Be Bold when it comes to embracing Purpose in the day to day working of your company.

Theodore Roosevelt (26th President of the United States): It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly.”

sTandTall

sTandTall brings together girls and women from all over the world to build their self-esteem and help them achieve their full potential and sTandTall.Figure depicting an icon for ‘STAND TALL.’

The ultimate ambition of sTandTall is to build centers around the world that provide holistic restorative care to victims of abuse, ensuring they are able to overcome their trauma and achieve their incredible potential.

The sTandTall platform—www.standtall.org—aims to:

  1. 1. Provide relevant NGOs and charities with a single platform to publicize their services and tools, helping victims to find them and broadening their positive impact.
  2. 2. Provide a cathartic opportunity with anonymous people who have been through abuse or have seen others go through abuse to share their story, helping both themselves and others.
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