PTCTemplates
FindQualifySetupRunCloseExpandTemplatesBenchmarks

qualify

The champion is not the buying committee

Map champion, economic buyer, users, procurement, and security.

Roles that matter

Champion wants you to win. Economic buyer owns the budget. Users live in the workflow. Procurement is the PO path. Security/IT can block install or data access.

Filled scorecard example (fictional)

Names and company are invented for teaching — not a real deal.

NameRoleAttitudeCares aboutNext action
Priya ShahChampion (Dir. Warehouse Ops)PositiveCycle time, headcount pressureWeekly 30-min; owns user intros
Marcus LeeEconomic buyer (VP Supply Chain)NeutralPayback < 9 months, risk to service levelsMidpoint + final; send ROI draft week 3
Elena RuizPower user (Shift lead)NegativeExtra clicks, training timeShadow one shift; co-author exception list
Tom NguyenProcurementNeutralMSA, vendor onboarding, PO timingKick off vendor packet week 1
Sam OkonkwoIT SecurityNegativeSSO, data residency, SOC2Security questionnaire due week 2

Convert negatives and neutrals

Negative users often convert when they feel they are contributing. Neutral procurement and security convert by a documented path started early.

Ideal case

When the champion is also the economic buyer, cycles shorten. Still map users and gatekeepers.

FAQ

Who is the economic buyer?
The person who owns the budget and can write the check — sometimes also the champion.
When do I map procurement?
Before the commercial decision — ideally in parallel with the pilot from week one.

Claims and patterns on this page are paraphrased from practitioner session notes and the Startup Bible pilots page. See Sources.

Continue the journey