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.

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

The Idea Filter Process

Step 1.) Fill this form out to clearly communicate your vision. Send the PDF copy to the PM (Jori) and the CSO (Sam).

Step 2.) The PM may follow up with you to schedule a brief meeting to clarify any details.

Step 4.) The PM will create tasks/projects in Nifty and assign the people and the due dates for the task.
What Is the Idea Name?*
What Department / Area of our Team Will it Have the Most Impact?*
What is the outcome of the idea? What is the end goal? What is the idea, plan, or the vision you have? (Think SMART Goals)*
SMART Goals: Specific, Measurable, Achievable, Reasonable, and Time Bound (i.e. Increase webinar opt-in by 20% by the end of XYZ Date)
Why is it important to implement this idea, plan, or the vision? What *problem* / pain point will it solve?*
Are there any costs beyond people's time for this project? What budget will these costs come from?*
What will be the opportunity cost (time, money, resources) if the idea/vision/plan is NOT implemented and executed? What's at stake?*
Deadline For When This Needs to Get Done/Completed/Resolved? (Optional)

MonthDayYear
Date

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

	Success Criteria
1
2
3
4
5
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7

Zoom Clip / Loom Link:
Your Name:*

First NameLast Name
Your Email Address (You Will Get a Copy)*
example@example.com
Project Manager to Send a Copy (Write down their Email Address)*
Jori (jori@thekwakbrothers.com)
CSO to Send a Copy (Write down their Email Address)*
Sam (sam@thekwakbrothers.com)
The PM will attach the PDF file of this Idea Filter onto the task/project card in Nifty.
Should be Empty:

The Idea Filter

The PM will attach the PDF file of this Idea Filter onto the task/project card in Nifty.