From Prospect to Win Deal Checklist

For me, checklists are a vital part of my work week. Just knowing that I have a reliable list as my safety cushion to get all of my tasks done is one tool that I was taught early on in elementary school and have grown completely dependent on. As an economic developer, it is important to make sure that you cross all your T’s and dot all your I’s in order to gain project wins and be transparent when dealing with public money.

Experienced and new economic developers alike have reached out to us asking what stage of the deal is best to run an impact report and when do you get serious about an incentive. Although each project is unique and sometimes it is necessary to deviate the flow of the deal, the same steps always apply. We complied a Deal Checklist that works as a cheat sheet for economic developers, training material for your boards, or a process overview for your prospect who needs to know what the next steps will be.

Download From Prospect to Win Deal Checklist

2 Prospect to Win

Also, check out our Due Diligence Checklist of questions you should know  the answer to before presenting a project to your board or council.