New Business Initiative Strategy Template

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Organize and strategize new business initiatives with this comprehensive template designed for the financial services industry. Follow a structured plan to identify opportunities, develop proposals, pitch ideas, and gain approval from senior management.

With clearly defined tasks and a focus on strategic planning, this template ensures effective execution and successful business growth.

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New Business Initiative Strategy for Priority Matrix

New Business Initiative Strategy in Priority Matrix

Strategize and implement new business initiatives for growth and revenue expansion.

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Proposed Tasks

High Impact, Urgent

  • Identify New Business Opportunities - due in 1 week
    ☐ Conduct market research ☐ Analyze competitor strategies ☐ Identify potential customer needs
  • Develop Business Proposal - due in 2 weeks
    ☐ Outline the initiative idea ☐ Detail potential impact ☐ Identify required resources
  • Obtain Approval - due in 5 weeks
    ☐ Submit final proposal ☐ Obtain approval from senior management
  • Monitor Progress - due in 10 weeks
    ☐ Review progress regularly ☐ Address issues ☐ Adjust plan if necessary

High Impact, Not Urgent

  • Pitch Business Initiative - due in 3 weeks
    ☐ Prepare presentation ☐ Present to senior management ☐ Collect feedback
  • Refine Proposal Based on Feedback - due in 1 month
    ☐ Revise proposal ☐ Seek further input ☐ Finalize proposal
  • Develop Project Plan - due in 6 weeks
    ☐ Identify key milestones ☐ Assign tasks ☐ Establish timelines

Low Impact, Urgent

  • Assign Roles and Responsibilities - due in 7 weeks
    ☐ Identify team members ☐ Assign roles ☐ Communicate responsibilities
  • Kick-off Meeting - due in 8 weeks
    ☐ Prepare agenda ☐ Conduct meeting ☐ Address queries

Low Impact, Not Urgent

  • Evaluate Initiative Success - due in 3 months
    ☐ Measure against KPIs ☐ Collect feedback ☐ Identify areas of improvement