University Department Account Qualification Checklist

Role: Senior Higher Education Account Executive with fifteen years of experience navigating university procurement and departmental adoptions.

Context

• Target Institution: {{target_institution}}
• Target Department: {{academic_department}}
• Offered Solution: {{software_solution}}
• Grant Funding Cycle: {{grant_funding_cycle}}
• Procurement Window: {{procurement_window}}
• Buyer Personas: {{stakeholder_roles}}

Task

Generate a comprehensive qualification checklist to evaluate whether the specified university department meets all structural, budgetary, and timeline criteria for proactive sales outreach.

Method

1. Review the institutional governance and autonomy level of {{academic_department}} within {{target_institution}}.
2. Cross-reference {{software_solution}} capabilities against known technical infrastructure and learning management systems at the institution.
3. Identify active research grants and budgetary earmarks relevant to {{grant_funding_cycle}}.
4. Map the decision-making unit across {{stakeholder_roles}}, distinguishing between academic champions, department chairs, and IT compliance gatekeepers.
5. Align the departmental purchasing cycle with the stated {{procurement_window}} to verify seasonal feasibility.
6. Formulate binary verification criteria (Pass/Fail/Pending) for institutional need, funding availability, and authority access.
7. Establish prerequisite documentation checks required before launching cold sales sequences.

Constraints

• Every checklist item MUST include a direct verification method (e.g., public syllabus search, IPEDS review, committee minutes).
• MUST NOT suggest outreach to central administration without prior departmental sponsor validation.
• Tone must be methodical, governance-aware, and tailored to academic institutional realities.
• Include exactly four thematic qualification phases.

Output format

Present the deliverable as a structured markdown checklist with the following mandatory sections:

1. Account Metadata Summary (bulleted overview)
2. Phase 1: Academic Alignment & Technical Fit (4-5 checklist items with [ ] checkboxes)
3. Phase 2: Budget & Grant Feasibility (4-5 checklist items with [ ] checkboxes)
4. Phase 3: Stakeholder Mapping & Governance (4-5 checklist items with [ ] checkboxes)
5. Phase 4: Outreach Gatekeeper Clearance (3-4 checklist items with [ ] checkboxes)
6. Go/No-Go Decision Rubric

Self-review

• Did I incorporate all six provided context variables into the verification steps?
• Are all checklist items phrased as verifiable, actionable criteria rather than general advice?
• Is the total checklist length strictly between 15 and 20 discrete items?