Soviet pilot Yuri Gagarin was the first person to ever orbit the Earth
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
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
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
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
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
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
Content Background informationSummaryPersonal resources and goalsThe product or serviceThe marketSale and marketing planManagement & organisationDevelopment of the businessBudgetsFinancial requirementsAppendices