The Idea Filter

The Idea Filter
This is a tool created to help you think through an idea you have before presenting it to the rest of the team. It allows you to think through details, and questions, and articulate exactly what outcome/effect you want to accomplish with your idea. This way, you get the best chance of having the team "sold" and understanding the idea

If your idea, plans, vision, is really important, this will help clarify the details that need to be communicated.

The Idea Birth Process

Step 1.) Fill this form out to clearly communicate your vision. Send the PDF copy to all involved parties/individuals.

Step 2.) Conduct a 25-55 min meeting to discuss the execution plan.

Step 3.) Complete any additional forms (if necessary) to implement the ideas/plans.

Step 4.) Create tasks/projects in Nifty and assign the people and the due dates for the task.
What Is the Idea Name?*
In a brief paragraph or two, what is the idea, plan, or the vision you have?*
What Department / Area of our Team Will it Have the Most Impact?*
What is the outcome of the idea? What is the end goal?*
Why is it important to implement this idea, plan, or the vision? What *problem* / pain point will it solve?*
Who needs to get involved in helping you execute the idea? And Why? What role will they have in your plans?*
What is the cost (time, money, resources) to execute this plan/vision/idea? If you're not sure, provide the best educated guess.*
What will be the opportunity cost (time, money, resources) if the idea/vision/plan is NOT implemented and executed?*
Deadline For When This Needs to Get Done/Completed/Resolved? (Optional)

MonthDayYear
Date

What Must Have Happen to Consider the Idea/Plan/Vision to be a SUCCESS?*

	Success Criteria
1
2
3
4
5
6
7

What Must Have Happen to Consider the Idea/Plan/Vision to be a FAILURE?*

	Failure Criteria
1
2
3
4
5
6
7

Upload Zoom Video/Screen Share Recording if you need to visually present your idea/plan/vision here: (100mb limit) - Also, feel free to upload any files/PDFs, images to support the idea.

Cancelof
Will this Idea/Vision/Plan require a further Meeting with those Involved?*

YesNo
When do you need a meeting by?
Your Name:*

First NameLast Name
Your Email Address (You Will Get a Copy)*
example@example.com
Person #1's Email to Send a Copy (Write down their Email Address)
Person #2's Email to Send a Copy (Write down their Email Address)
Person #3's Email to Send a Copy (Write down their Email Address)
Person #4's Email to Send a Copy (Write down their Email Address)
Remember to Create a Task/Project Card on Nifty for this IDEA Filter. Attach the PDF file You Will receive of this IDEA FIlter onto the Task/Project Card
Should be Empty:

The Idea Filter

Remember to Create a Task/Project Card on Nifty for this IDEA Filter. Attach the PDF file You Will receive of this IDEA FIlter onto the Task/Project Card