A successful budget submission is an ongoing process. Following up, providing additional information and being persistent can make the difference between approval and denial. If you've seen the value in QYK and want to make it a reality for your department, avoid the "submit and quit" mentality and shepherd your request through the approval process.
I work with a lot of potential clients that genuinely want what we have to offer. They see the value in QYK solutions for data capture and streamlining workflow. Many of these same clients are frustrated when they must tell me their budget request has been denied. Faced with yet another mountain of paper forms and manual data entry, they wonder what it will take to get to that elusive “Yes” next time.
One piece of advice I would offer these potential customers is to reframe the way they think about a budget submission. A common trend I see is what I like to call “submit and quit.” A customer will do their due diligence in learning about our solution, put together a business case, submit a request but then, lamentably, fail to follow up on it.
I think to myself, “They did everything right, they were so committed, where did that enthusiasm go?” It’s no wonder their request was pushed to the side. The crowd of people clamoring for budget dollars is jam-packed. You need to speak up to make yourself heard! I believe the most successful budget requests are not merely submitted, they’re shepherded.
You might think, “I don’t want to be annoying.” Or “They’ll deny me if I’m too pushy.” But this is exactly what budget dollars are meant to be spent on: solving problems. The more urgency you can create around your request, the more you can show the committee that a problem exists—and that problem is causing pain—the more likely budget dollars will be allocated to your cause.
Don’t submit and quit. Submission is just the beginning. Follow your proposal along its route to approval. Provide additional information, rationales, and examples. Check its status periodically. If you fail to show the committee that someone genuinely cares about the submission, it will be that much easier for it to be placed on the back burner.