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Job Seeker’s “PITCH BOOK”
Version 3.0        Career Renewal


                                      KenSepos
                              Ruth-Ann McKellin
                                   Rick Wescott
January 20, 2013                   Chuck Ytzen
Agenda
 What   is a Pitch Book?
 Comparison - Resumé / Portfolio / Pitch Book
 Contents of a Professional Portfolio
 Contents of a Pitch Book
 Do’s and Don’ts
 Pitch Book Sample of:
   An Architect
   A Sales Professional
   Business Process Improvement Analyst
   Sales / Printing Professional
What is a Pitch Book?

Definition:
A marketing tool created and used by an investment firm. A
firm will create this book filled with information about the
firm, and then use this as a tool when attracting new clients
for the firm. These books will often include general
information about the company, broad financial information
describing their achievements, and specific stories about
special events or situations the firm has encountered.1


[1] www.investorwords.com/6879/pitchbook.html
Resumé, Portfolio, Pitch Book
      Resumé                     Portfolio                       Pitch Book

 General in scope       A book of records of         Creative approach to
 Professional            your ENTIRE                   establish the match and help
  Summary                 professional career!          make the decision maker’s job
 Target Position        Displays a composite          easier!
 Career Track in         picture of your              Thorough review of
  Reverse                 education, experience, a      opportunity and the target
  Chronological           ccomplishments and skills     company
  Order                  Helps you to show who        Contains selected success
                          you are and what              factors from your career track
 Education /Training
                          potential you have            that make a FIT to the target
 Awards /
                         Used for any job              position
  Recognition
                          opening and multiple         Fine-tuned analysis that
                          functional roles              results in a PITCH to make a
                                                        value proposition
                                                       Used for one job opening and
                                                        one functional role
Contents of a Portfolio
   Statement Documents                      Key Accomplishments
     Personal Mission Statement               Institute a new procedure
     Branding Statement                       Increased profits/sales
   Skills                                   Education /Training
     Core Competencies                        Degrees/Diplomas
                                               Certifications
     Supplementary Skills
                                               Licenses
     Supplier/Customer feedback
                                             Professional Recognition
   Career Documents                           Awards/Honors
     Resume                                 Additional Information
     Project examples                         Recommendations
     SARs – Situation, Action, Results        References
   Authorship                                 Personal Contact
     Published Materials / Patents              information
     Grant Proposals / Business Plans
What is a Pitch Book
                              Landing a job
                            Analyze the            Pitch the            Land the
         Seek out           opportunity                Fit                Job

 Pitch Book              For a Business                          For a Job Seeker

                 Created and used by a business          Created and used by prospective
                   organization                             employees
                 This book filled with information       This book filled with information
Marketing Tool                     /
                  about the firm and then used by          about yourself and then used
                  them as a tool to secure more            as a tool when interviewing for a
                  business                                 new career opportunity


                 Includes general information about      Includes specific information about
                  the company                              yourself
                 Broad financial information             Specific information describing your
  Content                            /
                   describing their achievements                             /
                                                            professional achievements
                 Specific stories about special events   Specific stories about special events
                   or situations they have encountered      or situations you have encountered
In summary:
A Pitch Book is a marketing tool created and used by
prospective employees. They will create this book, filled
with information about themselves, and then use this as a
tool when interviewing for a new career opportunity. These
books will often include general information about
themselves,     specific  information   describing    their
achievements, and specific stories about special events or
situations they have encountered.

……an extension of your resumé, the ultimate leave
behind

Instead of being “out of sight, out of mind” after the
interview, become……”out of sight, IN MIND”
Contents of a Pitch Book
 Personal value/branding statement
 Core competencies/skills that match the opportunity
 Job Functional requirements
 Demonstrated Success in each area
 Additional skills and expertise
 What would you bring to the organization
 Your added value statements
 Recommendations
 Contact Information
Do’s and Don’ts
 DO
   Limit to 8-10 pages
   Add information on anything that adds value in the eyes of

    the employer
   Make it a very professional-looking document

   Leave behind a copy for everyone you meet in the interview

    process
 Do NOT
   Go overboard

   Include copyrighted or proprietary material
Testimonials
“I spoke to my hiring manager about what it was that put me over the top. She
mentioned that I and another candidate did a pitch book but that mine focused
on the position and the characteristics she was looking for in the ideal
candidate. “

                                                             anonymous job seeker


“This is a differentiator. Why wouldn't everyone do something like this.”

                                                     RR Donnelly Hiring Manager



“In 23 years of interviewing candidates I have never seen anything like this. More
candidates should consider something like this.”

                                                       DDCA Architects Principal
Pitch Book Example
      Chuck Ytzen
       Architect
Charles Ytzen – Job Title
    Interview date




   COMPANY NAME / LOGO




cmytzen@gmail.com
847-436-2336
“creating building and planning solutions
               to meet and exceed your project expectations”




cmytzen@gmail.com
847-436-2336
 Revit 2011             Planning

               AutoCAD 2011           Schematic Design

               SketchUP               Design Development

               Powerpoint             Construction Document preparation

               Microsoft Word         Bidding & Negotiations

               Microsoft Excel        Construction Administration

               Microsoft Outlook      Construction Observations

               Performance Testing    Building code analysis

                                       Sustainable Design

                                       Client Interface

                                       Written & Oral Communications




cmytzen@gmail.com
847-436-2336                            Technical Skills & Core Competencies
Project Management      PMP trained, lead multiple project teams
                                          simultaneously while maintaining project
                                          budgets and schedules

              Project Organization    Provide thorough review of program requirements,
                                           code requirements, and project objectives to
                                           effectively allocate available resources

              Technical expertise     Experience in the design and development of
                                          numerous building envelope systems as well
                                          as experience in field and laboratory
                                          performance testing of curtainwall systems

              Leadership              Engage the strengths of each team member
                                          through a “participative” style of management
                                          to lead design teams that meet and exceed
                                          project objectives

              Project Oriented        Work closely with Owners, Developers, and
                                          Contractors in establishment of project
                                          goals and maintaining budgets and schedules
                                          through effective value engineering

              Mentoring               Believe in mentoring of junior staff in ways that
                                           that are challenging and instructive providing
                                           an environment conducive to professional
                                           development


cmytzen@gmail.com
847-436-2336                                               Key Attributes
1.    8-12 years in architectural practice         Over 12 years experience managing project design
                                                                     teams in a variety of project types an scopes

              2.    Strong AutoCAD, Revit experience,            Over 10 years hands-on AutoCAD experience, in
                    SketchUp, MS Office, Adobe Creative Suite        addition to managing project utilizing
                                                                     Revit and other 3D modeling programs

              3.    Illinois licensed architect                  State of Illinois, Lic. 001.009638
                                                                      Licensed expires 11/30/2014
                                                                      Member of ALA

              4.    LEED accreditation                           LEED Green Associate, GBCI Certificate 10474175
                                                                     Certificate expires 12/28/2014
                                                                     Member and volunteer of USGBC

              5.    Multi-task, team player, can-do attitude     Managed projects varying in scope and in various
                                                                     design phases simultaneously while assuming
                                                                     non-project related tasks

              6.    Demonstrated experience with client          Served as single point of contact for clients
                    interaction and ability to lead team              providing services that developed lasting
                                                                      professional relationship that foster client
                                                                      retention; completing multiple projects for
                                                                      several clients

              7.    Strong knowledge of building codes and       In depth knowledge in the application of model
                    regulations                                       building codes, standards, and regulations
                                                                      in ways that meet and exceed project objectives

cmytzen@gmail.com
847-436-2336                                                                          Job Requirements
Crosspoint Building 1          Design firm: Heitman Architects     Laborer’s Pension Fund          Design firm: The Jenkins Group




  Dean Witter / Morgan Stanley         Design firm: NWS Architects   Lake Point Center 5            Design firm: Heitman Architects




cmytzen@gmail.com
847-436-2336                                                                                  Commercial Projects
LEED NC Certified

         Anixter                                   Design firm: Heitman Architects   3M Midwest Distribution Center                 Design firm: Heitman Architects
         2007 AIA “Distinguished Building” Award




         Mary Kay Midwest Distribution Center      Design firm: Heitman Architects   The Pampered Chef                               Design firm: Heitman Architects
                                                                                     2002 “Build-to-Suit Project Team of the Year” Award



cmytzen@gmail.com
847-436-2336                                                                                                                Industrial Projects
Lake Point Center 5         Design firm: Heitman Architects   WMS Gaming       Design firm: Heitman Architects




                               Laborer’s Pension Fund                  K & M Printing   Design firm: Heitman Architects
                               Design firm: The Jenkins Group
cmytzen@gmail.com
847-436-2336                                                                                         Interiors
Health Care                         Design firm: Heitman Architects   Manufacturing              Design firm: Heitman Architects
          Blackrock Medical Office Building                                     K & M Printing




          Retail                              Design firm: The Jenkins Group    Adaptive Reuse              Design firm: Heitman Architects
          Woodgrove Festival                                                    Felsomat




cmytzen@gmail.com
847-436-2336                                                                                     Miscellaneous Projects
Crosspoint Building 1 – Revit Interior Rendering   Crosspoint Building 1 – Revit Exterior Rendering




         Crosspoint Building 1 – Revit Detail               Crosspoint Building 1 – Revit Exterior 3D




cmytzen@gmail.com
847-436-2336                                                                                                   Revit
Crosspoint Building 1 – SketchUp Rendering




                                                 Crosspoint Building 1 – SketchUp Rendering


cmytzen@gmail.com
847-436-2336                                                                                  SketchUp
Commercial                    Industrial            Manufacturing                    Corporate Interiors
         Crosspoint Building 1          Kellogg's             Mazak                            Blue Cross Blue Shield
         Fishers, IN                    West Jefferson, OH    Elgin, IL                        Itasca, IL
         115, 300 s.f.                  1,142,000 s.f.        55,560 s.f.                      36,000 s.f.

         Meadows Business Park 7        Pampered Chef         K & M Printing                   Kraft Foods
         Addison, IL                    Addison, IL           Schaumburg, IL                   Addison, IL
         104,800 s.f.                   780,900 s.f.          36,500 s.f.                      75,100 s.f.

         Arboretum Lakes 2              Anixter               DS Containers                    Plante Moran
         Lisle, IL                      Alsip, IL             Geneva, IL                       Elgin, IL
         153,000 s.f.                   457,500s.f.           236,200 s.f.                     62,000 s.f.

         Esplanade at Locust Point      3M MDC                Blue Cross Blue Shield           Retail
         Downers Grove, IL              DeKalb, IL            Chicago, IL
         900,000 s.f.                   410,000 s.f.          138,000 s.f.                     Woodgrove Festival
                                                                                               Downers Grove, IL
         Dean Witter / Morgan Stanley   Ray-O-Vac             Fetco                            135,000 s.f.
         West Valley City, UT           Dixon, IL             Lake Zurich, IL
         400,000 s.f.                   562,600 s.f.          139,950 s.f.                     Chase Plaza
                                                                                               Buffalo Grove, IL
         Lake Pointe Center 5           Pier One Imports      Health Care                      95,000 s.f.
         Indianapolis, IN               St. Charles, IL
         158,000 s.f                    300,000 s.f
                                                              Blackrock Medical Office Bidg    Adaptive Reuse
                                                              Darien, IL
         Lake Pointe Center 3           Mary Kay MDC
                                                              103,000 s.f                      Felsomat
         Indianapolis, IN               Hoffman Estates, IL
         93,900 s.f.                    135,900 s.f.                                           Schaumburg, IL
                                                              Christ Hospital                  34,700 s.f.
                                                              Oak Lawn, IL
         Laborer’s Pension Fund         Butterfield 550
                                                              Various renovations & addition   Rauland Borg
         Westchester, IL                Aurora, IL
         36,000 s.f.                    550,000 s.f.                                           Mt. Prospect, IL
                                                              Good Samaritan Hospital          210,100 s.f.
                                                              Downers Grove, IL
                                                              Various renovations & addition



cmytzen@gmail.com
847-436-2336                                                                                    Partial Project List
John Edgeworth – President, Edgeworth Laskey Properties LLC………
        “Chuck has worked on a number of projects for our development company and I would not hesitate to hire him
        again. He has been lead architect on several office buildings and received many positive comments from
        contractors, subcontractors and other team members. He is very skilled, personable, and a pleasure to work with. I
        can recommend him highly.” October 7, 2009

        Steve Neil – Vice President, NWS Architects, Inc………..
        “Charles was an extremely proficient detailer whom we entrusted to assemble the overall project, manage the
        technical staff and over see construction for what turned out to be the single largest project the company has
        completed while maintaining schedule and budget. We would strongly recommend Charles and welcome him back if
        the opportunity arose.” October 7, 2009

        John Weis - Project Architect, Harris Architects, Inc.………
        “Chuck was my immediate supervisor at Heitman Architects where he was the manager of many projects that I was
        involved with. He is a good leader and mentor, an expert building envelope designer and detailer, as well as highly
        organized and a proficient AutoCAD user. He has the ability to assemble and manage productive project teams. He is
        skilled at addressing and resolving issues related to complex building detailing. In my experiences with Chuck, I
        learned a great amount of information and problem solving skills which furthered my knowledge and confidence as a
        young Architect. I would enjoy working with him again and highly recommend him.” October 12, 2009

        Robert van het Hof - Project Manager, Ware Malcomb.........
        “I recently crossed paths again with Chuck after having worked with him at my previous firm. Chuck has made great
        strides in modeling with Revit Architecture. He has taken college courses and has completely modeled previous CAD
        projects in Revit on his own time. The models were very detailed and complete. I was pleasantly surprised to see he
        embraced this industry-changing software so well.” March 3, 2012




cmytzen@gmail.com
847-436-2336                                                                                    Recommendations
References

                    Lee Anderson AIA LEED/AP CSI
                    XYZ ARCHITECTS, INC.
                    Standards Director/Specification Writer
                    630-555-5555
                    224-555-5555(Cell)
                    lee@XYZarchitects.com

                    John Edgeworth
                    ABC+CDE PROPERTIES
                    President
                    317-555-5555
                    john@ABC+CDE.com

                    Chuck Reising
                    MNO ENGINEERING
                    President
                    847-555-1555
                    creising@mnoengineeringltd.com




cmytzen@gmail.com
847-436-2336
Pitch Book Example
       Rich Wescott
     Sales / Marketing
Increasing Sales




Growing The Business




                       How Can Rick Wescott
                           Contribute?


                            t




rick.wescott@att.net
847-337-7921                                  Sell By Process
Agenda

                       Background information

                       Accomplishments

                       Key Competencies

                       Career & Personal Goals

                       Value Add

                       Planning

                       Execution

                       Next Steps




rick.wescott@att.net
847-337-7921                                     Sell By Process
Background Information - Rick Wescott



             Personal                        Additional
           Information                        Training
         • BS - Indiana University          • Xerox Professional Selling
         • Management                       Skills
         • North Hoffman Estates            • Strategic Selling
         • Married 31 Years                 • Microsoft Office 2007
         • 1 Daughter at Purdue             • National Accounts
         • Financially Stable               • Sales Management
         • Valid Drivers License            • Negotiation Seminars
         • Well Traveled                    • Interviewing
         • Fit and Healthy                  • Management by Objectives
                                            • Toastmasters

rick.wescott@att.net
847-337-7921                                                    Sell By Process
Background Information - Rick Wescott



         Positions
           Held


       • Director of Strategic Sales (ID Label Inc.)
       • Vice President Sales (SATO Labeling Solutions America, Inc.
       • Director of Sales (Checkpoint Systems, Inc.)
       • Value Added Reseller Manager (Checkpoint Systems, Inc.)
       • Major Account Manager, Mobile Printing Systems (Zebra)
       • Key Account Manager (Zebra Technologies Corp.)
       • Regional Sales Manager (Graphic Technology Inc.)
       • Account Executive (Graphic Technology Inc.)


rick.wescott@att.net
847-337-7921                                                 Sell By Process
Background Information - Rick Wescott


            Accomplishments



              • Grew First Sales Territory from $650 Thousand to $4 Million

              • Grew First Region from $20 Million to $42 Million

              • Secured a $5.3 Million order for in store RF portable printers
              at SEARS – Total Account Sales @ $10 Million with Labels

              • Closed/Facilitated Thermal Printer Sales @ $10 Million at
              General Motors, Delphi and Motorola

              • Grew Sales at the Checkpoint Bar Code Solutions group from
              $18 Million to $25 Million in less than three years

              • Started at 3 Companies in Sales and was ultimately
              promoted to Management roles
rick.wescott@att.net
847-337-7921                                                           Sell By Process
Background Information - Rick Wescott
                  Key
              Competencies

             • Basic Sales
                  Approach/Finding the Business
                  Survey/Qualification
                  Presentations
                  Proposals
                  Close
             • Large account Sales
                  Call Planning
                  Excellent Presentation Skills
                  Strategic Selling
                  LAMP – Value Added Business Reviews
                  Rallying the Resources
                  CRM

rick.wescott@att.net
847-337-7921                                              Sell By Process
Career & Personal Goals – Rick Wescott


                       Missions and Objectives



   • Utilize my skills, experience and network to make a difference
             at a company.

   • Contribute to the growth at that company in a big way

   • Be a good fit with the culture and chemistry at a can do
           company with a motivated supportive management team

   • Maximize my income by gaining extensive new business




rick.wescott@att.net
847-337-7921                                                          Sell By Process
Value Add - Sales Methodology



     Call Planning


    Call
    Execution                      Sales

                                           Sales
     Strategic
     Selling
                                            Time




     LAMP



rick.wescott@att.net
847-337-7921                                       Sell By Process
Effective Call Planning
                                                                                      CALL PLAN/ACTIVITY REPORT

                                     Date:



 •    Industry
                                      Account:                                                       Direct/Indirect:

                                      Opportunity Name:                                              Business Partner (if Indirect):

                                      Opportunity Description:                                       Country/Region:




 •
                                                                                                     Amount:


      Target Accounts                 Account Manager:
                                                                                                     Close Date:
                                                                                                     Opportunity Status (Open/Won/Lost):

                                                                                                     Consumables:


 •
                                      Printer Model:


      Pre-call Research
                                                                                                     Labels/Keypad Membranes


                                      Printer Quantity:                                              Services:
                                                                                                     Service Contract/Printer Installation


                                      Call Attendee Name(s), Title(s):



 •    The Message                     Purpose of Call:




 •    Single Calls On Prospects       Objectives:




 •    Define The Opportunity          Outcome of Call/Action Items

                                      1.
                                                                                                                                                      Resource




 •
                                      2.

      Purpose                         3.
                                      4.

                                      5.


 •    Objectives – Min & Max          6.

                                      Concerns

                                      1.


 •    Tools used                      2.

                                      3.

                                      Position in Funnel (Before Call):             Contact     Qualify             Develop                  Close               Complete



 •    Outcome                         Position in Funnel (After Call):


                                      Tools Used:                        Quality:
                                                                                    Contact     Qualify


                                                                                                    PPT Pres:
                                                                                                                    Develop                  Close


                                                                                                                                             Video:
                                                                                                                                                                 Complete




 •    Next Steps                      Literature:                        Samples:                   Hardware:                                Other:




rick.wescott@att.net
847-337-7921                                                                                                             Sell By Process
Proficient Call Execution

      • Your Story

      • Qualification (Finding the Pain)

      • Listen, Listen, Listen!

      • Presentation

      • Rallying the Company Resources
            – Right People
            – Right time

rick.wescott@att.net
847-337-7921                                       Sell By Process
Value Add Strategic Selling

Blue_Sheet 11232010.xlsx

1.Single Objective
2.Ideal Customer
3.Adequacy of Position
4.Competition
5.Buyers
    •    Economic
    •    Technical
    •    User
    •    Coach
6.Wins
7.Base Covered
8.Strengths and Weaknesses
9.Possible Actions
10.Action Plan


rick.wescott@att.net
847-337-7921                                         Sell By Process
Value Add - Large Account Management Program



 Periodic Business Reviews

 1. Current Business Status
 2. Accomplishments
 3. Current Projects
 4. Account Support
 5.What is new at our Company?
 6. What’s New at XYZ Company?
 7. XYZ Company Goals for Next Year
 8. What Can We Do Better?
 9. Summary
 10. Action Items




rick.wescott@att.net
847-337-7921                                Sell By Process
Value Add Summary

 1.     Increase Sales through Effective Call Planning
       •     Opportunity Identification
       •     Objectives within Call
       •     Next Steps
 2.      Call Execution
       •     Qualification Finding The Pain
       •     Listen, Listen, Listen!
       •     Presentation
       •     Rallying the Company Resources (Right People, Right time)
 3.     Execute winning Business Strategies
       •    Business Planning
       •    Strategic Selling
 4.      Build Long term Business Relationships
       •    LAMP
       •    Value Added Business Reviews

rick.wescott@att.net
847-337-7921                                                   Sell By Process
Sales PLAN
                                                              Highlights
                                        Target Areas
                                         of Growth




                       Goals                                Objectives

                                        Sales Plan
                                        highlights




                           Strategies                  Execution




rick.wescott@att.net
847-337-7921                                                         Sell By Process
Increasing Sales


Growing The Business




                                 Next Steps?




                                 t




rick.wescott@att.net
847-337-7921                                   Sell By Process
Pitch Book Example
          Ruth-Ann McKellin
   Quality Assurance Management
Ruth-Ann McKellin
                              February 13, 2012

Ruth-Ann McKellin 847.702.7707 ram@mckellin.net   1/31/2013   43
Who I Am…

I am a business process expert recognized for my passion
for efficiency and effectiveness.




               Ruth-Ann McKellin 847.702.7707 ram@mckellin.net   1/31/2013   44
What I Do…

I partner with internal and external stakeholders to
create the business process transformation necessary
to increase profit, reduce cost, and improve quality.




              Ruth-Ann McKellin 847.702.7707 ram@mckellin.net   1/31/2013   45
How I Accomplish This…
I accomplish this by
• providing breakthrough Business Process improvements
within strategic projects
• incorporating Performance Measures to support the
ongoing processes
• implementing Change Management to prepare the
workforce for change and to make the new environment
“stick.”




               Ruth-Ann McKellin 847.702.7707 ram@mckellin.net   1/31/2013   46
Successful Quality Improvement
Requires All Three Elements

                   Process
                 Improvement




      Organizational      Performance
        Change            Measurement
Responsibilities and My Approach
   Responsibilities                          My Approach
    ◦ Identify opportunities to                ◦ I work with stakeholders
      improve existing processes                 to identify and prioritize
      and/or create new                          opportunities to reach
      processes to progress                      quality, efficiency, and
      toward established goals.                  effectiveness goals.
    ◦ Serve as a liaison between               ◦ I compose teams of
      all stakeholders to                        stakeholders, who are
      implement desired changes                  involved in
      – by fostering                             developing, implementing, a
      communications, coordinati                 nd sustaining changes.
      ng efforts and facilitating                These representatives are
      progress.                                  informed and integrated.


                   Ruth-Ann McKellin 847.702.7707 ram@mckellin.net   1/31/2013   48
1) My Interpersonal Style
   Inquisitive mindset
    ◦ I am naturally curious, always asking “How?” and “Why?”
   Servant-Leader management style
    ◦ I remove blocks so my team can excel.
   Excellent verbal and written communication skills
    ◦ I have these skills in both German and English
   Ability to interact with all levels within the organization
    ◦ I communicate and work effectively with staff level to Board
      members.
 Expert facilitation skills.
 Excellent customer service, negotiating, and team building
  skills.




                   Ruth-Ann McKellin 847.702.7707 ram@mckellin.net   1/31/2013   49
2) My Working Style
   Strong analytical, organizational, and planning skills
   High attention to detail
   Excellent problem-solving skills
    ◦ I apply data analysis and creative insights to develop
      solutions to complex issues.
   Ability to work efficiently and set priorities under
    time constraints




                  Ruth-Ann McKellin 847.702.7707 ram@mckellin.net   1/31/2013   50
3) My Technical Expertise
   Project management skills
    ◦ I have extensive experience in project management and am also formalizing
      this experience by getting the PMP certification (in process).
   Knowledge of industry recognized business process improvement
    methodologies
    ◦ I keep current with Lean Six Sigma, TQM, BPI, Kaizen, etc. and am a
      Certified Six Sigma Green Belt.
   Strong business process modeling and analysis skills; ability to
    analyze and document complex business processes
    ◦ I have expertise in business process modeling and use quantitative and
      qualitative methods of analysis. I am Chair of Business Process
      Improvement for the local American Society of Quality (ASQ) chapter.




                     Ruth-Ann McKellin 847.702.7707 ram@mckellin.net   1/31/2013   51
3) My Technical Expertise
   Solid knowledge of business process
    fundamentals, assessment and redesign
    methodology, Business Process Management
    concepts and practices
    ◦ I have used standard BPR and BPM methodologies for
      many years.
   Knowledge of organizational and/or business
    change management principles and methods.
    ◦ I teach Organizational Behavior and Change Management
      at the MBA level and have applied the principles and
      methods in all my projects.



                 Ruth-Ann McKellin 847.702.7707 ram@mckellin.net   1/31/2013   52
References
“Ruth-Ann McKellin is truly one of the smartest people I know! She possesses the
patience and process expertise to quickly ramp up to SME-level knowledge of the
various parts of an organization, exactingly hone in on root issues, and thus construct
optimal solutions for successful resolution. Her approach is both warm and
professional, and at the same time, direct and without sugar coating. If you value
integrity, tenacity and the wit of someone who “gets it”, Ruth-Ann McKellin is someone
you want on your team.” April 15, 2009
Christine Resko, Senior Corporate Recruiter - IT, DeVry Inc


“Ruth-Ann is an outstanding leader and business management consultant with both a
strategic perspective and the ability to execute well at the required level of detail. With
her excellent process skills, technical vision and business acumen, she has earned the
respect of all those around her. Ruth-Ann is one of the most impressive, forward-
thinking, and visionary people I have had the pleasure to work alongside.
Ruth-Ann is very knowledgeable, extremely competent, and provides new insights on
"old data". She has an in-depth knowledge of the tools and methodologies available to
her. Ruth-Ann is the type of leader that would tell you how it was and not skate
around issues. She is a great asset to any organization and I would work with her
again, given the opportunity.” November 2, 2007
Marci Rakestraw Business Advisor (Relationship Manager), DeVry Inc.
                         Ruth-Ann McKellin 847.702.7707 ram@mckellin.net      1/31/2013       53
References, continued
“Ruth-Ann is one of the most logical and rational people that I have had the pleasure
to work with. Her abilities to think in an intellectual capacity provided great benefit to
the organization. She is very professional and her output of work was exceptional. I
could always count on her to provide strategic thought for the business. Her
interactions with her customers were superb in that she was able to provide solutions
for the challenges they faced on a daily basis. I really enjoyed working with Ruth-Ann
and would do so again if the opportunity arose. She is definitely someone you would
want to have on your team.” November 1, 2007
Christopher Meyer, Manager-IT PMO, DeVry Inc.


“Ruth-Ann and I are both members of the Chicago Area Lean Six Sigma Leadership
Network. Ruth-Ann is continuously adding new insights to our meeting discussions and
is very articulate expressing her ideas. Her positive attitude and her striving for
improvement motivate everyone in the meeting to match her efforts. I strongly feel
that she would be of value to any company or group that has her as a member.”
January 26, 2012
Tom Newton, Manufacturing Project Engineer, Trainer,Writer, Rauland-Borg



                        Ruth-Ann McKellin 847.702.7707 ram@mckellin.net       1/31/2013      54
Pitch Book Example
             Ken Sepos
    Sales / Printing Professional
Power Statement!


                    COMP NAME




                                Logo-they
                                   love
                                 flattery!



Use an image they                  COMP LOGO
    relate to!
Restate the Job
 Description!



              COMP NAME
What can I do for
them to make them
   successful?

     COMP NAME




                     Successes: how did
                       I do it for prior
                         companies!
Check Marks
say, “yes, I have
       that!

     COMP NAME
Keep your brand on
   every page!
What else do
you have that
 they should
know about?




                Keep it to things
                 THEY need!
Strut your
  Stuff!



             CLIENT NAME NOT DISCLOSED
Based on the
       job
description, wh
 at qualities do
you bring to the
      job?
How would you
  start doing
  what they
    need?
Bring it all together!




                         Graphics help
                         convey ideas!
Questions create
  discussion!




                        COMP NAME




          COMP NAME




            COMP NAME




    COMP NAME


                            COMP NAME
EMAIL Address

                    Phone contacts




 Make it easy for
them to call now!

                                      COMP LOGO

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Pitch Book Presentation

  • 1. Job Seeker’s “PITCH BOOK” Version 3.0 Career Renewal KenSepos Ruth-Ann McKellin Rick Wescott January 20, 2013 Chuck Ytzen
  • 2. Agenda  What is a Pitch Book?  Comparison - Resumé / Portfolio / Pitch Book  Contents of a Professional Portfolio  Contents of a Pitch Book  Do’s and Don’ts  Pitch Book Sample of:  An Architect  A Sales Professional  Business Process Improvement Analyst  Sales / Printing Professional
  • 3. What is a Pitch Book? Definition: A marketing tool created and used by an investment firm. A firm will create this book filled with information about the firm, and then use this as a tool when attracting new clients for the firm. These books will often include general information about the company, broad financial information describing their achievements, and specific stories about special events or situations the firm has encountered.1 [1] www.investorwords.com/6879/pitchbook.html
  • 4. Resumé, Portfolio, Pitch Book Resumé Portfolio Pitch Book  General in scope  A book of records of  Creative approach to  Professional your ENTIRE establish the match and help Summary professional career! make the decision maker’s job  Target Position  Displays a composite easier!  Career Track in picture of your  Thorough review of Reverse education, experience, a opportunity and the target Chronological ccomplishments and skills company Order  Helps you to show who  Contains selected success you are and what factors from your career track  Education /Training potential you have that make a FIT to the target  Awards /  Used for any job position Recognition opening and multiple  Fine-tuned analysis that functional roles results in a PITCH to make a value proposition  Used for one job opening and one functional role
  • 5. Contents of a Portfolio  Statement Documents  Key Accomplishments  Personal Mission Statement  Institute a new procedure  Branding Statement  Increased profits/sales  Skills  Education /Training  Core Competencies  Degrees/Diplomas  Certifications  Supplementary Skills  Licenses  Supplier/Customer feedback  Professional Recognition  Career Documents  Awards/Honors  Resume  Additional Information  Project examples  Recommendations  SARs – Situation, Action, Results  References  Authorship  Personal Contact  Published Materials / Patents information  Grant Proposals / Business Plans
  • 6. What is a Pitch Book Landing a job Analyze the Pitch the Land the Seek out opportunity Fit Job Pitch Book For a Business For a Job Seeker Created and used by a business Created and used by prospective organization employees This book filled with information This book filled with information Marketing Tool / about the firm and then used by about yourself and then used them as a tool to secure more as a tool when interviewing for a business new career opportunity Includes general information about Includes specific information about the company yourself Broad financial information Specific information describing your Content / describing their achievements / professional achievements Specific stories about special events Specific stories about special events or situations they have encountered or situations you have encountered
  • 7. In summary: A Pitch Book is a marketing tool created and used by prospective employees. They will create this book, filled with information about themselves, and then use this as a tool when interviewing for a new career opportunity. These books will often include general information about themselves, specific information describing their achievements, and specific stories about special events or situations they have encountered. ……an extension of your resumé, the ultimate leave behind Instead of being “out of sight, out of mind” after the interview, become……”out of sight, IN MIND”
  • 8. Contents of a Pitch Book  Personal value/branding statement  Core competencies/skills that match the opportunity  Job Functional requirements  Demonstrated Success in each area  Additional skills and expertise  What would you bring to the organization  Your added value statements  Recommendations  Contact Information
  • 9. Do’s and Don’ts  DO  Limit to 8-10 pages  Add information on anything that adds value in the eyes of the employer  Make it a very professional-looking document  Leave behind a copy for everyone you meet in the interview process  Do NOT  Go overboard  Include copyrighted or proprietary material
  • 10. Testimonials “I spoke to my hiring manager about what it was that put me over the top. She mentioned that I and another candidate did a pitch book but that mine focused on the position and the characteristics she was looking for in the ideal candidate. “ anonymous job seeker “This is a differentiator. Why wouldn't everyone do something like this.” RR Donnelly Hiring Manager “In 23 years of interviewing candidates I have never seen anything like this. More candidates should consider something like this.” DDCA Architects Principal
  • 11. Pitch Book Example Chuck Ytzen Architect
  • 12. Charles Ytzen – Job Title Interview date COMPANY NAME / LOGO cmytzen@gmail.com 847-436-2336
  • 13. “creating building and planning solutions to meet and exceed your project expectations” cmytzen@gmail.com 847-436-2336
  • 14.  Revit 2011  Planning  AutoCAD 2011  Schematic Design  SketchUP  Design Development  Powerpoint  Construction Document preparation  Microsoft Word  Bidding & Negotiations  Microsoft Excel  Construction Administration  Microsoft Outlook  Construction Observations  Performance Testing  Building code analysis  Sustainable Design  Client Interface  Written & Oral Communications cmytzen@gmail.com 847-436-2336 Technical Skills & Core Competencies
  • 15. Project Management  PMP trained, lead multiple project teams simultaneously while maintaining project budgets and schedules Project Organization  Provide thorough review of program requirements, code requirements, and project objectives to effectively allocate available resources Technical expertise  Experience in the design and development of numerous building envelope systems as well as experience in field and laboratory performance testing of curtainwall systems Leadership  Engage the strengths of each team member through a “participative” style of management to lead design teams that meet and exceed project objectives Project Oriented  Work closely with Owners, Developers, and Contractors in establishment of project goals and maintaining budgets and schedules through effective value engineering Mentoring  Believe in mentoring of junior staff in ways that that are challenging and instructive providing an environment conducive to professional development cmytzen@gmail.com 847-436-2336 Key Attributes
  • 16. 1. 8-12 years in architectural practice  Over 12 years experience managing project design teams in a variety of project types an scopes 2. Strong AutoCAD, Revit experience,  Over 10 years hands-on AutoCAD experience, in SketchUp, MS Office, Adobe Creative Suite addition to managing project utilizing Revit and other 3D modeling programs 3. Illinois licensed architect  State of Illinois, Lic. 001.009638 Licensed expires 11/30/2014 Member of ALA 4. LEED accreditation  LEED Green Associate, GBCI Certificate 10474175 Certificate expires 12/28/2014 Member and volunteer of USGBC 5. Multi-task, team player, can-do attitude  Managed projects varying in scope and in various design phases simultaneously while assuming non-project related tasks 6. Demonstrated experience with client  Served as single point of contact for clients interaction and ability to lead team providing services that developed lasting professional relationship that foster client retention; completing multiple projects for several clients 7. Strong knowledge of building codes and  In depth knowledge in the application of model regulations building codes, standards, and regulations in ways that meet and exceed project objectives cmytzen@gmail.com 847-436-2336 Job Requirements
  • 17. Crosspoint Building 1 Design firm: Heitman Architects Laborer’s Pension Fund Design firm: The Jenkins Group Dean Witter / Morgan Stanley Design firm: NWS Architects Lake Point Center 5 Design firm: Heitman Architects cmytzen@gmail.com 847-436-2336 Commercial Projects
  • 18. LEED NC Certified Anixter Design firm: Heitman Architects 3M Midwest Distribution Center Design firm: Heitman Architects 2007 AIA “Distinguished Building” Award Mary Kay Midwest Distribution Center Design firm: Heitman Architects The Pampered Chef Design firm: Heitman Architects 2002 “Build-to-Suit Project Team of the Year” Award cmytzen@gmail.com 847-436-2336 Industrial Projects
  • 19. Lake Point Center 5 Design firm: Heitman Architects WMS Gaming Design firm: Heitman Architects Laborer’s Pension Fund K & M Printing Design firm: Heitman Architects Design firm: The Jenkins Group cmytzen@gmail.com 847-436-2336 Interiors
  • 20. Health Care Design firm: Heitman Architects Manufacturing Design firm: Heitman Architects Blackrock Medical Office Building K & M Printing Retail Design firm: The Jenkins Group Adaptive Reuse Design firm: Heitman Architects Woodgrove Festival Felsomat cmytzen@gmail.com 847-436-2336 Miscellaneous Projects
  • 21. Crosspoint Building 1 – Revit Interior Rendering Crosspoint Building 1 – Revit Exterior Rendering Crosspoint Building 1 – Revit Detail Crosspoint Building 1 – Revit Exterior 3D cmytzen@gmail.com 847-436-2336 Revit
  • 22. Crosspoint Building 1 – SketchUp Rendering Crosspoint Building 1 – SketchUp Rendering cmytzen@gmail.com 847-436-2336 SketchUp
  • 23. Commercial Industrial Manufacturing Corporate Interiors Crosspoint Building 1 Kellogg's Mazak Blue Cross Blue Shield Fishers, IN West Jefferson, OH Elgin, IL Itasca, IL 115, 300 s.f. 1,142,000 s.f. 55,560 s.f. 36,000 s.f. Meadows Business Park 7 Pampered Chef K & M Printing Kraft Foods Addison, IL Addison, IL Schaumburg, IL Addison, IL 104,800 s.f. 780,900 s.f. 36,500 s.f. 75,100 s.f. Arboretum Lakes 2 Anixter DS Containers Plante Moran Lisle, IL Alsip, IL Geneva, IL Elgin, IL 153,000 s.f. 457,500s.f. 236,200 s.f. 62,000 s.f. Esplanade at Locust Point 3M MDC Blue Cross Blue Shield Retail Downers Grove, IL DeKalb, IL Chicago, IL 900,000 s.f. 410,000 s.f. 138,000 s.f. Woodgrove Festival Downers Grove, IL Dean Witter / Morgan Stanley Ray-O-Vac Fetco 135,000 s.f. West Valley City, UT Dixon, IL Lake Zurich, IL 400,000 s.f. 562,600 s.f. 139,950 s.f. Chase Plaza Buffalo Grove, IL Lake Pointe Center 5 Pier One Imports Health Care 95,000 s.f. Indianapolis, IN St. Charles, IL 158,000 s.f 300,000 s.f Blackrock Medical Office Bidg Adaptive Reuse Darien, IL Lake Pointe Center 3 Mary Kay MDC 103,000 s.f Felsomat Indianapolis, IN Hoffman Estates, IL 93,900 s.f. 135,900 s.f. Schaumburg, IL Christ Hospital 34,700 s.f. Oak Lawn, IL Laborer’s Pension Fund Butterfield 550 Various renovations & addition Rauland Borg Westchester, IL Aurora, IL 36,000 s.f. 550,000 s.f. Mt. Prospect, IL Good Samaritan Hospital 210,100 s.f. Downers Grove, IL Various renovations & addition cmytzen@gmail.com 847-436-2336 Partial Project List
  • 24. John Edgeworth – President, Edgeworth Laskey Properties LLC……… “Chuck has worked on a number of projects for our development company and I would not hesitate to hire him again. He has been lead architect on several office buildings and received many positive comments from contractors, subcontractors and other team members. He is very skilled, personable, and a pleasure to work with. I can recommend him highly.” October 7, 2009 Steve Neil – Vice President, NWS Architects, Inc……….. “Charles was an extremely proficient detailer whom we entrusted to assemble the overall project, manage the technical staff and over see construction for what turned out to be the single largest project the company has completed while maintaining schedule and budget. We would strongly recommend Charles and welcome him back if the opportunity arose.” October 7, 2009 John Weis - Project Architect, Harris Architects, Inc.……… “Chuck was my immediate supervisor at Heitman Architects where he was the manager of many projects that I was involved with. He is a good leader and mentor, an expert building envelope designer and detailer, as well as highly organized and a proficient AutoCAD user. He has the ability to assemble and manage productive project teams. He is skilled at addressing and resolving issues related to complex building detailing. In my experiences with Chuck, I learned a great amount of information and problem solving skills which furthered my knowledge and confidence as a young Architect. I would enjoy working with him again and highly recommend him.” October 12, 2009 Robert van het Hof - Project Manager, Ware Malcomb......... “I recently crossed paths again with Chuck after having worked with him at my previous firm. Chuck has made great strides in modeling with Revit Architecture. He has taken college courses and has completely modeled previous CAD projects in Revit on his own time. The models were very detailed and complete. I was pleasantly surprised to see he embraced this industry-changing software so well.” March 3, 2012 cmytzen@gmail.com 847-436-2336 Recommendations
  • 25. References Lee Anderson AIA LEED/AP CSI XYZ ARCHITECTS, INC. Standards Director/Specification Writer 630-555-5555 224-555-5555(Cell) lee@XYZarchitects.com John Edgeworth ABC+CDE PROPERTIES President 317-555-5555 john@ABC+CDE.com Chuck Reising MNO ENGINEERING President 847-555-1555 creising@mnoengineeringltd.com cmytzen@gmail.com 847-436-2336
  • 26. Pitch Book Example Rich Wescott Sales / Marketing
  • 27. Increasing Sales Growing The Business How Can Rick Wescott Contribute? t rick.wescott@att.net 847-337-7921 Sell By Process
  • 28. Agenda Background information Accomplishments Key Competencies Career & Personal Goals Value Add Planning Execution Next Steps rick.wescott@att.net 847-337-7921 Sell By Process
  • 29. Background Information - Rick Wescott Personal Additional Information Training • BS - Indiana University • Xerox Professional Selling • Management Skills • North Hoffman Estates • Strategic Selling • Married 31 Years • Microsoft Office 2007 • 1 Daughter at Purdue • National Accounts • Financially Stable • Sales Management • Valid Drivers License • Negotiation Seminars • Well Traveled • Interviewing • Fit and Healthy • Management by Objectives • Toastmasters rick.wescott@att.net 847-337-7921 Sell By Process
  • 30. Background Information - Rick Wescott Positions Held • Director of Strategic Sales (ID Label Inc.) • Vice President Sales (SATO Labeling Solutions America, Inc. • Director of Sales (Checkpoint Systems, Inc.) • Value Added Reseller Manager (Checkpoint Systems, Inc.) • Major Account Manager, Mobile Printing Systems (Zebra) • Key Account Manager (Zebra Technologies Corp.) • Regional Sales Manager (Graphic Technology Inc.) • Account Executive (Graphic Technology Inc.) rick.wescott@att.net 847-337-7921 Sell By Process
  • 31. Background Information - Rick Wescott Accomplishments • Grew First Sales Territory from $650 Thousand to $4 Million • Grew First Region from $20 Million to $42 Million • Secured a $5.3 Million order for in store RF portable printers at SEARS – Total Account Sales @ $10 Million with Labels • Closed/Facilitated Thermal Printer Sales @ $10 Million at General Motors, Delphi and Motorola • Grew Sales at the Checkpoint Bar Code Solutions group from $18 Million to $25 Million in less than three years • Started at 3 Companies in Sales and was ultimately promoted to Management roles rick.wescott@att.net 847-337-7921 Sell By Process
  • 32. Background Information - Rick Wescott Key Competencies • Basic Sales  Approach/Finding the Business  Survey/Qualification  Presentations  Proposals  Close • Large account Sales  Call Planning  Excellent Presentation Skills  Strategic Selling  LAMP – Value Added Business Reviews  Rallying the Resources  CRM rick.wescott@att.net 847-337-7921 Sell By Process
  • 33. Career & Personal Goals – Rick Wescott Missions and Objectives • Utilize my skills, experience and network to make a difference at a company. • Contribute to the growth at that company in a big way • Be a good fit with the culture and chemistry at a can do company with a motivated supportive management team • Maximize my income by gaining extensive new business rick.wescott@att.net 847-337-7921 Sell By Process
  • 34. Value Add - Sales Methodology Call Planning Call Execution Sales Sales Strategic Selling Time LAMP rick.wescott@att.net 847-337-7921 Sell By Process
  • 35. Effective Call Planning CALL PLAN/ACTIVITY REPORT Date: • Industry Account: Direct/Indirect: Opportunity Name: Business Partner (if Indirect): Opportunity Description: Country/Region: • Amount: Target Accounts Account Manager: Close Date: Opportunity Status (Open/Won/Lost): Consumables: • Printer Model: Pre-call Research Labels/Keypad Membranes Printer Quantity: Services: Service Contract/Printer Installation Call Attendee Name(s), Title(s): • The Message Purpose of Call: • Single Calls On Prospects Objectives: • Define The Opportunity Outcome of Call/Action Items 1. Resource • 2. Purpose 3. 4. 5. • Objectives – Min & Max 6. Concerns 1. • Tools used 2. 3. Position in Funnel (Before Call): Contact Qualify Develop Close Complete • Outcome Position in Funnel (After Call): Tools Used: Quality: Contact Qualify PPT Pres: Develop Close Video: Complete • Next Steps Literature: Samples: Hardware: Other: rick.wescott@att.net 847-337-7921 Sell By Process
  • 36. Proficient Call Execution • Your Story • Qualification (Finding the Pain) • Listen, Listen, Listen! • Presentation • Rallying the Company Resources – Right People – Right time rick.wescott@att.net 847-337-7921 Sell By Process
  • 37. Value Add Strategic Selling Blue_Sheet 11232010.xlsx 1.Single Objective 2.Ideal Customer 3.Adequacy of Position 4.Competition 5.Buyers • Economic • Technical • User • Coach 6.Wins 7.Base Covered 8.Strengths and Weaknesses 9.Possible Actions 10.Action Plan rick.wescott@att.net 847-337-7921 Sell By Process
  • 38. Value Add - Large Account Management Program Periodic Business Reviews 1. Current Business Status 2. Accomplishments 3. Current Projects 4. Account Support 5.What is new at our Company? 6. What’s New at XYZ Company? 7. XYZ Company Goals for Next Year 8. What Can We Do Better? 9. Summary 10. Action Items rick.wescott@att.net 847-337-7921 Sell By Process
  • 39. Value Add Summary 1. Increase Sales through Effective Call Planning • Opportunity Identification • Objectives within Call • Next Steps 2. Call Execution • Qualification Finding The Pain • Listen, Listen, Listen! • Presentation • Rallying the Company Resources (Right People, Right time) 3. Execute winning Business Strategies • Business Planning • Strategic Selling 4. Build Long term Business Relationships • LAMP • Value Added Business Reviews rick.wescott@att.net 847-337-7921 Sell By Process
  • 40. Sales PLAN Highlights Target Areas of Growth Goals Objectives Sales Plan highlights Strategies Execution rick.wescott@att.net 847-337-7921 Sell By Process
  • 41. Increasing Sales Growing The Business Next Steps? t rick.wescott@att.net 847-337-7921 Sell By Process
  • 42. Pitch Book Example Ruth-Ann McKellin Quality Assurance Management
  • 43. Ruth-Ann McKellin February 13, 2012 Ruth-Ann McKellin 847.702.7707 ram@mckellin.net 1/31/2013 43
  • 44. Who I Am… I am a business process expert recognized for my passion for efficiency and effectiveness. Ruth-Ann McKellin 847.702.7707 ram@mckellin.net 1/31/2013 44
  • 45. What I Do… I partner with internal and external stakeholders to create the business process transformation necessary to increase profit, reduce cost, and improve quality. Ruth-Ann McKellin 847.702.7707 ram@mckellin.net 1/31/2013 45
  • 46. How I Accomplish This… I accomplish this by • providing breakthrough Business Process improvements within strategic projects • incorporating Performance Measures to support the ongoing processes • implementing Change Management to prepare the workforce for change and to make the new environment “stick.” Ruth-Ann McKellin 847.702.7707 ram@mckellin.net 1/31/2013 46
  • 47. Successful Quality Improvement Requires All Three Elements Process Improvement Organizational Performance Change Measurement
  • 48. Responsibilities and My Approach  Responsibilities  My Approach ◦ Identify opportunities to ◦ I work with stakeholders improve existing processes to identify and prioritize and/or create new opportunities to reach processes to progress quality, efficiency, and toward established goals. effectiveness goals. ◦ Serve as a liaison between ◦ I compose teams of all stakeholders to stakeholders, who are implement desired changes involved in – by fostering developing, implementing, a communications, coordinati nd sustaining changes. ng efforts and facilitating These representatives are progress. informed and integrated. Ruth-Ann McKellin 847.702.7707 ram@mckellin.net 1/31/2013 48
  • 49. 1) My Interpersonal Style  Inquisitive mindset ◦ I am naturally curious, always asking “How?” and “Why?”  Servant-Leader management style ◦ I remove blocks so my team can excel.  Excellent verbal and written communication skills ◦ I have these skills in both German and English  Ability to interact with all levels within the organization ◦ I communicate and work effectively with staff level to Board members.  Expert facilitation skills.  Excellent customer service, negotiating, and team building skills. Ruth-Ann McKellin 847.702.7707 ram@mckellin.net 1/31/2013 49
  • 50. 2) My Working Style  Strong analytical, organizational, and planning skills  High attention to detail  Excellent problem-solving skills ◦ I apply data analysis and creative insights to develop solutions to complex issues.  Ability to work efficiently and set priorities under time constraints Ruth-Ann McKellin 847.702.7707 ram@mckellin.net 1/31/2013 50
  • 51. 3) My Technical Expertise  Project management skills ◦ I have extensive experience in project management and am also formalizing this experience by getting the PMP certification (in process).  Knowledge of industry recognized business process improvement methodologies ◦ I keep current with Lean Six Sigma, TQM, BPI, Kaizen, etc. and am a Certified Six Sigma Green Belt.  Strong business process modeling and analysis skills; ability to analyze and document complex business processes ◦ I have expertise in business process modeling and use quantitative and qualitative methods of analysis. I am Chair of Business Process Improvement for the local American Society of Quality (ASQ) chapter. Ruth-Ann McKellin 847.702.7707 ram@mckellin.net 1/31/2013 51
  • 52. 3) My Technical Expertise  Solid knowledge of business process fundamentals, assessment and redesign methodology, Business Process Management concepts and practices ◦ I have used standard BPR and BPM methodologies for many years.  Knowledge of organizational and/or business change management principles and methods. ◦ I teach Organizational Behavior and Change Management at the MBA level and have applied the principles and methods in all my projects. Ruth-Ann McKellin 847.702.7707 ram@mckellin.net 1/31/2013 52
  • 53. References “Ruth-Ann McKellin is truly one of the smartest people I know! She possesses the patience and process expertise to quickly ramp up to SME-level knowledge of the various parts of an organization, exactingly hone in on root issues, and thus construct optimal solutions for successful resolution. Her approach is both warm and professional, and at the same time, direct and without sugar coating. If you value integrity, tenacity and the wit of someone who “gets it”, Ruth-Ann McKellin is someone you want on your team.” April 15, 2009 Christine Resko, Senior Corporate Recruiter - IT, DeVry Inc “Ruth-Ann is an outstanding leader and business management consultant with both a strategic perspective and the ability to execute well at the required level of detail. With her excellent process skills, technical vision and business acumen, she has earned the respect of all those around her. Ruth-Ann is one of the most impressive, forward- thinking, and visionary people I have had the pleasure to work alongside. Ruth-Ann is very knowledgeable, extremely competent, and provides new insights on "old data". She has an in-depth knowledge of the tools and methodologies available to her. Ruth-Ann is the type of leader that would tell you how it was and not skate around issues. She is a great asset to any organization and I would work with her again, given the opportunity.” November 2, 2007 Marci Rakestraw Business Advisor (Relationship Manager), DeVry Inc. Ruth-Ann McKellin 847.702.7707 ram@mckellin.net 1/31/2013 53
  • 54. References, continued “Ruth-Ann is one of the most logical and rational people that I have had the pleasure to work with. Her abilities to think in an intellectual capacity provided great benefit to the organization. She is very professional and her output of work was exceptional. I could always count on her to provide strategic thought for the business. Her interactions with her customers were superb in that she was able to provide solutions for the challenges they faced on a daily basis. I really enjoyed working with Ruth-Ann and would do so again if the opportunity arose. She is definitely someone you would want to have on your team.” November 1, 2007 Christopher Meyer, Manager-IT PMO, DeVry Inc. “Ruth-Ann and I are both members of the Chicago Area Lean Six Sigma Leadership Network. Ruth-Ann is continuously adding new insights to our meeting discussions and is very articulate expressing her ideas. Her positive attitude and her striving for improvement motivate everyone in the meeting to match her efforts. I strongly feel that she would be of value to any company or group that has her as a member.” January 26, 2012 Tom Newton, Manufacturing Project Engineer, Trainer,Writer, Rauland-Borg Ruth-Ann McKellin 847.702.7707 ram@mckellin.net 1/31/2013 54
  • 55. Pitch Book Example Ken Sepos Sales / Printing Professional
  • 56. Power Statement! COMP NAME Logo-they love flattery! Use an image they COMP LOGO relate to!
  • 57. Restate the Job Description! COMP NAME
  • 58. What can I do for them to make them successful? COMP NAME Successes: how did I do it for prior companies!
  • 59. Check Marks say, “yes, I have that! COMP NAME
  • 60. Keep your brand on every page!
  • 61. What else do you have that they should know about? Keep it to things THEY need!
  • 62. Strut your Stuff! CLIENT NAME NOT DISCLOSED
  • 63. Based on the job description, wh at qualities do you bring to the job?
  • 64. How would you start doing what they need?
  • 65. Bring it all together! Graphics help convey ideas!
  • 66. Questions create discussion! COMP NAME COMP NAME COMP NAME COMP NAME COMP NAME
  • 67. EMAIL Address Phone contacts Make it easy for them to call now! COMP LOGO

Hinweis der Redaktion

  1. Content Background informationSummaryPersonal resources and goalsThe product or serviceThe marketSale and marketing planManagement & organisationDevelopment of the businessBudgetsFinancial requirementsAppendices