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SAFE-BOLD Framework

The SAFE-BOLD Framework is a strategic tool used to create compelling pitches by evaluating ideas across four dimensions: Scale, Risk, Innovativeness, and Difficulty. It's designed to help teams craft pitches that not only capture attention but also challenge customers' perceptions and encourage them to engage.

Durée
1h
Taille du groupe
5–8 people
Matériel
sticky notes, pens, large paper or whiteboard

Comment l'animer

  1. 1

    Distribute sticky notes and pens to participants.

  2. 2

    Draw four linear scales on a board or large paper, labeling them: Scale (Small to Big), Risk (Achievable to Outperforming), Innovativeness (Following to Leading-Edge), and Difficulty (Easy to Difficult).

  3. 3

    Participants write down ideas for the pitch and place them on the scales according to their characteristics.

  4. 4

    Facilitate a group discussion to adjust the placement of ideas, aiming to move SAFE ideas towards BOLD by making them more compelling.

  5. 5

    Collaborate as a team to finalize the pitch strategy, ensuring it's both bold and actionable.

Conseils

  • Encourage open discussion and debate about where ideas fall on each scale to ensure a robust evaluation.

  • Use the framework to push beyond safe ideas and explore innovative solutions that truly stand out.

  • Involve both sales and marketing teams to align on the messaging and delivery strategy.

Variantes

This framework can also be adapted for virtual workshops using digital collaboration tools that allow for real-time editing and discussion. Adjust the scale labels to better fit specific industry contexts if needed.

Contextes d'utilisation

Developing innovative sales pitchesAligning sales and marketing strategiesBrainstorming strategic business innovations
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Method descriptions on Workshop Weaver are original content written by our team, based on established facilitation practices. This method was inspired by work from Gamestorming.

SAFE-BOLD Framework — Facilitation Method | Workshop Weaver