Once upon a time, each morning without fail, my 10-year-old self used to repeat a curious habit. In arranging my breakfast, I would position my cereal bowl on top of a plastic, super hero place mat. Perhaps in some way that padded picture of Batman, Fantastic Four or Mighty Mouse made the Corn Flakes experience all the more enjoyable.
I would never have guessed that years later, a place mat would come in handy as part of my then-agency’s new business presentation. You see, while our competitors undoubtedly walked their audience through pages and pages worth of plans, or flipped from one PowerPoint slide to another, my team took a simpler (and winning!) approach. At the start of the meeting, we handed out the same newly minted place mat in front of each prospective client, like you would a restaurant menu to a hungry patron.
In hindsight, the place mat approach proved effective for two reasons:
- It served as an easy-to-follow discussion guide for the entire presentation. The talk began, as it always should, by describing in simple terms the program’s overall goal. From there, top to bottom, it detailed the strategies to meet that goal, the tactics to support each strategy and finally, the timeline and budget. The entire recommendation, from soup to nuts, on one well diagrammed page.
- Simplicity works. How many times have you sifted through proposals only to be left wondering… what’s the measurable goal being recommended here? How do the strategies and tactics support that goal? What are the milestones and costs involved along the way?
Some of the world’s best business plans have been drawn up on one side of a paper napkin… I believe that to be true. The hardest thing about explaining a complicated plan is to simplify it so that the dots connect on an object as small as napkin, or a place mat for that matter. The next time you’re building your plan — and editing it just to make sure it passes muster — you’d do well to remember the place mat test. In a nutshell, if you can’t clearly explain that plan on one page, it’s probably not worth a darn.