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5
Quick Ways to Organize Your Presentations
You've been asked to give a presentation. You sit down and start making
the visuals. They look great on your new graphics program. The charts are
well-designed and you are excited about having gorgeous, full-color overheads.
But something is missing.
Maybe what is missing
is a sense of overall organization and flow in your talk. Defining your
objective is not enough. You also need to logically organize all the data
in order to reach that objective. And you need your audience to be able
to follow the flow and sequence of the information.
There are many ways
to organize information. Fortunately, the kinds of messages that businesses
typically need to present fall into a limited number of categories. Each
of those types of messages can be conveniently organized using a standardized
format.
A format helps you
organize the key data and take out extraneous details, so it saves you
time in preparing your presentation. The format focuses and narrows your
research, encourages you to get going and helps you avoid the "Help,
I am overwhelmed" experience.
I've developed five
formats for business use--The General Format, Present Strategy Recommendations,
Report Progress, Technical Presentation to a Customer and Communicate
the Bad News. Here's how they work:
The General Format
Your boss has just
called you into her office and asked you to give a I0-minute presentation
about your recent business trip to Mexico. This presentation will be given
tomorrow to the top management in your company. You swallow, take a deep
breath and wonder how you will prepare this talk by tomorrow. You get
out the General Format and start to work.
- Open. Give the
objective of your talk, so everyone has a clear idea of what you will
be discussing for the next few moments. Your opening will be, "I
will update you on the state of our company's business in Mexico."
- Key Points. State
the three major areas your talk will cover. Many people do not listen
or process information until they have a general overview of where you
are going and what you will be discussing. They need the broad categories
so they can then slot the details into those categories. This also forces
you to decide which key areas you will discuss. You tell the management
committee, "The three areas I will cover during this ten minutes
are: our present business, the potential prospects I met while in Mexico
and a couple of strategies for finding new prospects."
- Details. Discuss
the details of each key point. As you move through each point, restate
the point before you go into all the details. You say, "You have
heard about the potential prospects Ijust met and the next steps we
will take with them. Now let me spend a few moments suggesting strategies
the company can use in order to qualify future potential customers."
- Example. Give at
least one example so your audience is glad to be listening to you. This
forces you to not just give facts and statistics, but to think of some
interesting story to share. By sharing an example, your voice will change.
So if you have fallen into a monotone while stating some of the data,
you will get out of that tone when sharing a story. You tell the operating
committee about the five-hour dinner you had with a potential customer
and how, at the close of the dinner, the customer agreed to set up an
alliance with your company.
- Close. Recap your
key points.
- Next Steps. Tell
the group what will be happening next. People like to know what to expect.
This also helps make you look like you are in control of the situation,
and know where you are going in the future. You tell the management
committee the plans for your next trip.
You can use the General
Format in a variety of situations, from a quick presentation during a meeting
to a formal presentation with visuals. Regardless of the situation, it will
help you stay on track, and more importantly, help your audience to follow
your train of thought.
Present Strategy Recommendations
You are a consultant
who has been asked to analyze the structure of the Quality Assurance group.
You have been looking at two different restructuring plans and now must
give a presentation to the management committee. How can you explain to
them the two possibilities and their ramifications? You can use the Present
Strategy Recommendations Format.
- State the objective.
You say, "My objective for this presentation is to explain the
best strategy to use for reorganizing the department."
- Show the agenda.
You list the areas you will cover. You say, "I will give a brief
background on the situation in Q.A., then discuss two potential strategies,
explaining the advantages and disadvantages of each, and conclude by
suggesting one strategy with the next steps to carry it through."
- State the present
situation. You might say, "Efforts are being duplicated in many
areas of the department and there is an uneven distribution of work."
- State the desired
outcome. You go over the desired outcomes. "The Q.A. department's
goals are to reduce duplication of effort and to establish clear lines
of work responsibility."
- State the potential
strategies. You now discuss the two different reorganizing strategies.
"Two strategies for reaching the desired outcome are either divide
the department by key accounts organized in teams across functions,
or keep the department organized by function with established times
for all functions to meet together. If the department stays in functions
then assign people specific roles and work responsibilities. This delineation
is so that no one can say the words, 'That isn't my job."'
- List the advantages
and disadvantages of each strategy. You spell out the advantages and
disadvantages of each strategy.
- Recommend a strategy.
Based on the advantages and disadvantages, you recommend the most effective
strategy. "I suggest the department reorganize by teams across
functions."
- Identify barriers
to implementing the strategy. You list the potential roadblocks to carrying
out this strategy and how to handle them.
- Suggest next steps.
You state the three or four key next steps that you will be taking.
You want to do this in the meeting so that no one can come back later
and say that they weren't told about the actions you are taking. Listing
these next steps is partially to cover yourself against future complaints.
Report Progress
You are supposed
to update your group every month or two concerning your new hot advertising
projects. Your group may have designed a format for how they like to hear
you present about your work but more likely everyone does their own thing.
Report Progress is a simple format that helps you organize your project
details in a way that is easy for the audience to grasp and quick for
you to put together. You can use this format for each of your projects.
- List the agenda.
You would list: Name of project, key issues and their priority, next
steps.
- Define the subject
and the area. You tell them about your project.
- List the key issues.
Don't overwhelm the audience with too many issues; tell them the ones
that are most important for them to know. You can separate the issues
in categories so it is easier for your audience to follow. You say,
"The three issues are advertising budget, advertisements themselves
and focus groups."
- Prioritize the
issues and delineate the next action steps. You prioritize the important
issues and then list them along with the next action steps that will
be taken. By listing the action steps you demonstrate that you are not
letting things slip and you are on top of what actions need to be taken.
There are a couple of advantages for you, the speaker, when you organize
your project report this way. Your format enables you to move quickly through
the report. There is less of a tendency for audience members to go off on
tangents when you yourself aren't going off on tangents. You also discover
whether the audience agrees with your prioritization of the issues, so you
can make adjustments if necessary. You can also use this report as a working
document for your project.
Technical Presentation to a Customer
Technical people
in many fields are brought in by salespeople to share a company's detailed
expertise. Most of these technical people have no training on presenting,
yet they are usually very knowledgeable about their product.
The major faults
of most technical presentations is that they include too much detail,
are not easy to follow and don't make it easy for the customer to compare
the product to the competition. This format encourages the technical person
to relate to the audience at hand and not to just start spouting off detail
after detail about a product.
- State the agenda
for the presentation.
- State the name
of the product or service along with one key benefit. Choose a benefit
that is relevant to this particular customer.
- Restate the name
of the product and list key features. Again, list only the features
that interest this specific customer.
- State the customer's
name and discuss the "wants" of this customer. You are doing
this for a of couple reasons. First, this shows your customer that you
have done some homework and know what the customer wants and needs.
Second, if you are giving many presentations at many different companies,
this allows you to relate directly to this customer. You become clearer
about where you are and what this particular customer wants. Someone
at Gillette recently told me about a sales presentation at which an
outside vendor kept saying he was glad to be at General Motors. He hadn't
grounded himself in the reality of being at The Gillette Company.
- List questions
for your audience. You list the questions you want to ask the audience.
It's better you find out now about your audience's knowledge, interests
and technical understanding, rather than 30 minutes into your talk.
- Give information
about your company. List the information about your company that would
interest your audience and support your message. Be selective in what
you tell them. You don't have to use those 10 overheads the marketing
department has created about your company. They don't have to know every
detail.
- List the features
and benefits of your product. Here is where the bulk of your presentation
will be. You will need to organize the talk around certain key areas
of your product. Your company will have a strategy about how they like
to present the product, and your customers will also have their own
preferences. For certain products, like software, the technical customers
usually want to see most of the features. For other products, the customers
want to know all the benefits involved for them and don't want lots
of details.
- Show a chart comparing
your product to the competition. This makes it easy for your customer
to see your advantages over the competition and cuts down on the time
they have to spend figuring out how you differ from the competition.
This makes it easy for them to buy from you. Some of their due diligence
competitive analysis work has been done by you. And it makes it easy
for them to go back and report on your product to the decision makers.
The only reason you would not make such a chart is if your product doesn't
compare favorably with the competition.
- Summarize. Summarize
how the customer's needs will be met by the product you are offering.
Remember, this is not a straight summary of your product; it takes into
account that particular customer's needs.
- Suggest next steps.
List the next steps for the customer. Next steps might include: come
see a demo at our office, go visit one of our customer's sites, try
the product for a month, let us write up a plan for how we can work
together.
Communicate the Bad
News
One of the most difficult
presentations to give is one that includes some unpleasant news. This
Communicate the Bad News format helps you to share the news in a way that
may make it easier to take. Some of the situations in which you might
have to communicate bad news include: missing a project deadline; the
customer who takes business elsewhere; the project that needs expensive
equipment to be completed; or the software that really doesn't do what
you thought it would do.
- Discuss the background.
This would include any history and past work that has been done that
is relevant to the news you have to share. This sets the context. Then
after you give a one- to ten-sentence back ground, you might say, "Now
that you've heard about the issues we have encountered in attempting
to meet the project deadline, I have some more unpleasant news."
This helps the person become emotionally ready to hear the news.
- State the bad news.
You tell the bad news quickly and to the point.
- Present options
among which to choose. You should never just stop with stating the bad
news. Always offer your audience some options to deal with the situation.
- Discuss the advantages
and disadvantages of each option. Depending on the situation, you may
be attempting to convince your audience of the option that you think
is best; or simply laying out all the options so that your audience
can make a decision of which way to go.
- State the next
steps. This may involve telling the audience which option you have decided
to pursue; asking the audience to decide which option they prefer, or
leaving the choice to be decided at a future date that you suggest.
There are situations
that don't fit into any of these formats, of course. But most business situations
will fit one of them. Using these formats will save you time, make putting
together a presentation more enjoyable, and let you concentrate on preparing
the data and effective-looking visuals, rather than on how to organize the
information.
Reprinted with permission of the publisher from Presentations Magazine February
1995 |