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Business Strategy

How to Identify Issues and Develop Improvement Plans for Projects and Proposals

A method to objectively review past plans that "failed to generate sales" or "failed to drive traffic." By analyzing the original materials and results, we identify the root causes of failure and overlooked elements to derive specific, actionable improvements for future strategies.

mitsumonoAI

mitsumonoAI

— 2 min read
How to Identify Issues and Develop Improvement Plans for Projects and Proposals
Photo by LinkedIn Sales Solutions / Unsplash

Tool to be Used

  • File Analysis Assistant

Incorporate an Objective Perspective to Turn Efforts into Results

The reason business results are slow to emerge may lie in assumptions you are unaware of or a misalignment between your perceptions and those of the customer.

The “File Analysis Assistant” can read your past project proposals and presentation documents and extract issues from an AI perspective. This method is suitable for those who want to organize problems that are difficult to find on their own and discover clues for improvement.

Specific Steps

1.Upload the project proposals or presentations that did not lead to results.

For example, upload flyers for event plans, proposals that were not adopted in the past, or presentation materials that failed to achieve the desired outcome. Please confirm that no personal or confidential information is included before uploading.

2.Specifically enter what you want to know about the material in the question box.

By clearly stating what you want to know, the AI's analysis will be more accurate.

"Please tell me if this proposal is lacking any perspectives or elements."

"Please tell me why this event was unable to attract attendees effectively."

"Please point out any areas where the explanation is insufficient or the evidence is weak."

3.Based on the points identified, consider the direction of improvement / new projects.

The AI's analysis results can be used not only to evaluate the material but also as hints to make your next project or proposal better. Based on the issues pointed out, organize the improvements for the communication style, structure, and content, and lead them to a convincing new project.

"We are going to implement a project with this theme this year (paste project outline text). Please improve the overall plan based on past reflections."

"We will hold an event with the same theme this year, but based on past reflections, what content should it have?"

Goal Achievement through Utilization (Example)

Clarify issues such as past projects and proposals that "didn't sell" or "failed to attract attendees" through objective data analysis. This allows you to specifically identify the causes of failure and overlooked elements, leading to concrete improvement measures that can be utilized in the next project or proposal. As a result, it supports data-driven decision-making and improves the probability of business success and efficiency.

Target Values for 6 Months from Implementation

KGI:

Target achievement rate for new projects/proposals improved based on analysis of past failures: 70% or more

KPI:

  • Time required for project/proposal issue analysis: 20% reduction compared to current
  • Number of specific improvement measures proposed for issues identified by AI: 10 total
  • In-house approval rate for new projects/proposals reflecting improvement measures: 60% or more
  • Number of revisions in the next project review for projects subjected to past failure analysis: 25% reduction compared to current

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