A few weeks ago, I ran a reader survey. Be ready to answer the question: What sales opportunities will your project lead to? Getty. To make sure your introduction email is complete consult the checklist below: How to Introduce Yourself in an Email to a Recruiter—Checklist . He spent the first two paragraphs laying out where he was and what he was eating when he came up with the idea (fun fact: it was a doughnut). 1. A lot of times, when people are excited about an idea, they want to make sure they explain it correctly. Before pitching your boss on leading a new project, you should be prepared to outline that your existing tasks and projects are in order. It’s easy to get so enthusiastic about an idea that you forget that you still need to convince the person on the other end of the email. By getting feedback on what you plan to present before you do the detailed work, you’ll save a lot of rework and your boss will be able to make quicker decisions because he has the information he needs the first time. This seems like a fairly obvious piece of advice, but I find that it’s not very often followed. Its near real-time functionality has many advantages. Approach management tactfully. It’s time to follow the KISS principle: Keep it simple, stupid. I had to send an email since he was going to be out of a town for a while, but the idea had to be implemented sooner rather than later. A meeting request email is typically written for a simple reason – to schedule a meeting. If you want to nail that “yes,” you need to treat your pitch seriously—and outline solutions and a clear execution plan. Worse, it might end up on someone else’s to-do list. Below is a sample template I used to send an idea to a boss several weeks back about social media strategy. If the idea of meeting your coworkers for the first time makes you anxious, you can send a presentation email to those you will be working the closest with, such as your team leader, boss, or colleagues. If you’d like to see your idea turn into something actionable, it’s crucial to get the conversation off email and into real-life discussion as quickly as possible. You have to show you have the time and resources to lead a new project before your boss will entertain the idea. What seems great in your head can be refined once you see it in writing. See if it makes sense to them, ask them to be critical, and provide feedback. Objective: To leave today with tips that will help set the stage for your … Why avoid going into so much detail? That means management just has to invest in the first stage of the project. Plan step-wise goals instead of one huge long-term one. With this in mind, we asked nine entrepreneurs from Young Entrepreneur Council (YEC) to share which steps you should take before walking through that door. Also, back up your enthusiasm with specific ideas on how you will make the project efficient and profitable for the organization. Click here to download this formal email sample 1. Here's an email template to carve out time to meet with your boss in order to have an in-person meeting. Tip: Always state your request as clearly as possible, and supply it with a legitimate reason to make your case stronger. Visual aids are a more powerful communicative tool than anything you could say or write, because they allow your boss to imagine a world in which this already exists. The date, time and venue of the appointment. By the time he got to his actual idea, my eyes had pretty much glazed over (pun definitely intended). The first list should include three reasons why this project would benefit the company, the second three reasons why you’re perfect to lead the project, and the last should be the three obstacles you see getting in your way and how you would handle them. Build the business case for your idea by showing how your idea does not conflict with current priorities, but in fact supports them by planning for the future. Here are some strategies that will help you learn how to write an email to your boss that is more likely to be well-received, prioritized, and quickly acted on. At some point, your email should answer why the other person should get excited about what you have to say. Once the presentation is over, try to schedule a follow-up meeting with your boss as soon as possible. When you pitch a project, clearly lay out in advance how management should judge its success quickly. These lists display planning, forward thinking, and ambition! So before you present ideas to your boss, make sure you understand his personality so that you can tailor your presentations to suit his personality. When pitching an idea to your boss, it’s very important that you choose the right time. Whether you want to write about streamlining operations or reducing costs, figure out what the key issue is. One of the top concerns I heard from my readers were fears about getting your ideas across clearly and powerfully. If I’m asked to donate thousands of dollars to a company initiative, be prepared to counter my objections with reasons why we should do this. ‍ So what exactly does “communicate effectively” mean when it comes to pitching ideas to your boss. How to Communicate an Issue to Your Boss via Email. This could be a meeting confirmation email, approving an application email, inquiry response email , declining an invitation or contract email, acknowledgment email, etc. Make sure you can demonstrate how to turn your idea into reality. Ideas need to be able to withstand being knocked down. Especially if you haven’t yet proven your leadership potential, an idea lacking a plan will likely be ignored. Framing Your Idea For Maximum Impact ‍ Want to hear a sad reality? If you want to deliver a presentation guaranteed to impress your boss, utilize the structure to your favor—make sure that there is a clear progression in the sequence of ideas that you are presenting.