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Management Presentation: 8 Tips, Examples & a Template

In a corporate context, presenting works wonders for a career. Most professionals get exposure to presenting to informed colleagues and department managers. It’s an ideal way to get visibility and show value. But a management presentation to senior executives who aren’t familiar department nuances is a different ballgame.

A management presentation is a high-level summary to senior executive that optimizes reports to include only the details relevant to directorial decisions . They are notoriously difficult to navigate for two reasons: 1. most executives do not have working knowledge of the nuances in each department , 2. presenters rarely have time to understand executives’ preferences .

More than anything else, good management presenters learn how to strike a balance in the degree of detail: they provide enough detail so executives make informed decisions, but not so much detail that they cause confusion.

This article explores how to make a good management presentations in PowerPoint using 4 management presenting best practices , 4 management presenting techniques , providing examples for each, and finishing with a management presentation template you can apply in real life. You can use it as a jumping off point for deeper communication curriculum .

5 management presenting best practices are:

  • Ask what managers prefer ahead of time.
  • Have 1 message, and 1 message Only.
  • The only words should be “Thought Starters.”
  • Keep it short.
  • Practice 7 times in advance.

4 management presenting techniques are:

  • Use a CSP model – Challenge, Solution, Progress.
  • Begin with a summary of exactly 3 points.
  • Use only these 3 chart types: bar, line, scatter.
  • Design slides with the company logo.

I will use a financial analyst perspective in this article, but everything here applies to data and business analysts as well.

Ask Executives Their Preference Ahead of Time

If you’ve ever taken a class on presentation techniques, you’ve heard the old adage “know your audience.” It’s true, the best way to deliver a great presentation is to align your message with what your audience already understands. The same applies to a management presentation.

The challenge is that, more often than not, executives are too busy for you to get to know them well. This means you hardly get the chance to understand how they like presentations. So what can you do? Well, ask them! There’s no harm in sending an email to understand better. And what’s more, once you know, you can always defer to their preferences in the future.

For a financial management presentation, common questions to ask include the following:

  • Do you prefer to see raw data, or only visualizations?
  • Do you prefer charts or table summaries?
  • Would you like a written explanation on paper for each slide?
  • Do you like averages alone, or do you prefer means, or standard deviation?
  • What interests you most in a presentation?

If you gather some helpful insights, then your presentation will be that much better. That said, you may not get a response, or it may be quick and not insightful. But most senior executives will appreciate you asking .

The best part is you will be able to surprise them. Using the best practices and techniques below, in additional to any insights gathered form your email, will work wonders for you.

Have 1 Message, and 1 Message Only

The easiest mistake to make on a management presentation is trying to deliver multiple messages. Senior executives go through loads of meetings every day, and each meeting they have includes a wave of information. Your mission should be to deliver 1 essential message so they can easily understand and compartmentalize it.

This is no easy task. When I try to narrow down the focus of my management presentation message, it seems like I leave out critical information along the way. The key is to tell a story to incorporate critical information as part of a story towards the essential message.

For example, imagine you work for a wholesale watch company called Batch Watch . You want to explain a financing operation in which the company has the option of two loans to fund the initial costs of 10,000 watches. These loans have different interest rates and maturity dates. Loan A is better if the company expects to sell the watches within 3 months, while Loan B is better if the company expects to sell over more than 3 months. Each has cancellation fees and cash flow impacts.

Instead of showing the cancellation fees and cash flow impact of the each loan, all you need to say is “ we expect the company to sell them within 3 months, and we recommend loan A for that reason.” If the executives disagree on the sale timeline, they will ask for more information.

This is how you keep senior executives engaged, by integrating them in the story you tell. Ultimately, the essential message of your presentation should be how much profit the company will make from the watch funding operation. Senior executives should leave feeling like the project is in good hands with you, and they only feel that way when you tell a story around the essential message .

Whatever the Message, Use Data

Whatever message you want to send, it needs to be backed up by data. In the example above the data was financial, but it’s not always that simple. Context may require you to provide KPIs and perform extensive data analysis that culminates in a small output that your viewers can easily digest.

You need to be strong with data to deliver a good management presentation. To get started or refresh your memory, you can read AnalystAnswers’ free Intro to Data Analysis eBook .

The Only Words Should be “Thought Starters”

As a general presentation principle, you should not write many thoughts down on presentation slides. Words have two negative impacts on the audience: they demand energy from the reader, and they make the reader feel compelled to read, lest they misunderstand.

If you can avoid putting text blocks altogether, do. If you don’t need any writing at all, don’t. However, if you need guidance as you speak or want to provide reminders for a later data, use “Thought Starters.”

Thought starters are phrases of 3 words maximum that contain ideas leading to the essential message. People often call them “bullet points,” which is common for list-style thought starters. Personally, I prefer to place thought starters at different places on a slide. When I use a chart, for example, I put thought starters at relevant places on the slide.

Keep it Short

Your presentation should never consume more than 80% of the allotted timeframe. This means that if you plan a 5 minutes meeting, deliver the presentation in 4 minutes. If you’re given 30 minutes, do it in 25 minutes. If you have 1 hour, do it in 45 minutes.

By keeping the presentation short, you relieve the audience and you allow for some question buffer. Have you ever sat in a meeting planned for 1 hour, and at 45m it ends early? It’s a pleasure for everyone. Most of us feel like we’re running behind — when you put us ahead of schedule, we love you!

At the same time, senior executives may bombard you with questions throughout the presentation. If you planned to fill the whole timeframe, you won’t finish. But if you planned to finish early, you still have a chance.

And if you use the rest of these best practices and techniques, those senior executives shouldn’t need to ask too many questions!

Practice 7 Times in Advance

There’s a mix of opinions on the number of times you should rehearse a presentation before doing it live, but most people agree that it’s somewhere between 5 and 10 times. If you take nothing else from this article, take this. To deliver a good presentation, prepare excellent slides; to deliver a great presentation, practice presenting them 7 times.

To deliver a good presentation, prepare excellent slides; to deliver a great presentation, practice presenting them 7 times. AnalystAnswers.com

But just practicing isn’t enough, there are a few criteria you must meet:

  • Practice in the room you will present in. There’s something about envisioning yourself live that really makes a difference. When you practice in a space other that where you’ll present, it’s good. But when you practice in the “live” room, you’re able to sensitize yourself to the environment, which calms nerves so you can focus on the message.
  • Have an audience. We all behave differently when there’s stimulus of other people around. Whenever possible, get one or two people to whom you can present. In addition to getting used to having an audience, you’ll also get some feedback.
  • Use the same volume of voice. When we’re not “live,” we have a tendency to hold back on our voice. This is detrimental to the presentation because you feel taken off guard by your own voice. Make sure to envision yourself in front of the senior execs when you practice.

Best Practices Recap

We’ve addressed 5 best practices — now let’s turn our attention to 4 specific techniques you can easily implement. And when you do, that work wonders for management presenting.

Use a CSP Model (Challenge, Solution, Progress)

Every presentation needs structure, but it’s easy to forget that we need to guide our audience. A great way to structure management reports is using the CSP model. CSP stands for Challenge, Solution, Progress, and it’s exactly what it sounds like.

You need to explain the challenge or goal, explain what the solution to the challenge is (or how to achieve the goal), and show where you are in the steps to completing that goal.

For example, let’s look at our Batch Watch case. Imagine you need to find funding for a new product launch — $100,000 to be exact. A sample CSP model for this would be a slide that shows:

presentation to management team

By using the CSP model, you guide the audience. However, it’s important to note that the CSP model is not a summary . It’s an overview of the process, but a summary should always come before. Let’s talk about it now.

Begin with a Summary of Exactly 3 Points

Any good presentation begins with a summary. And a good summary communicates the essential message simply in 3 points. However, the summary is not the same thing as the CSP model. Instead, it provides an alternative view on the challenge and and solution.

For example, using our Batch Watch case of funding a new product, you could address a summary in the following way:

  • Challenge, Solution, Progress
  • Funding acquisition
  • Project Timeline

This provides additional details that are most relevant to the project and carry added value to the CSP model.

Use only Bar Charts (aka Column Charts), Line Graphs, and Scatter Plots

Whether it’s for data, financial, and business analyst topics , management presentations should only ever have bar charts, line graphs, and scatter plots. They are common, rich in information, and well understood. Any other kind of graph is distracting more than anything else.

A bar graph is useful when you want to compare like variables. For example, if you want to show the average size of Canadian trout versus American trout. A common mistake, though, is to use bar graphs to show change over time. While it’s not incorrect to do so, line graphs are better for this purpose.

A line graph is useful when you want to show change in one variable over time (we call this time series data). For example, if you want to show the progression of revenues over time, line graphs are the perfect way to do so.

A scatter plot is best when you want to compare a set of observations of one variable to a set of observations of another. It’s the ideal way to quickly visualize the relationship between two variables. For example, if you want to see how company revenues compare to GDP, you could use a scatter plot like this:

For example, let’s look at our Batch Watch case. If we want to see how our company is performing compared to the economy as a whole, we could use this scatter plot. As you can see, we have a positive (bottom left to top right) relationship, but a weak one (points not clustered closely).

presentation to management team

Design Slides Using the Company Logo

When you’re presenting to senior executives, you want your slides to look professional. The best way to do that is by putting your company logo on them, including any corporate design standards (colors, fonts, etc). Show through your presentation that you belong to the same company, and that you’re in it in spirit. For example, let’s add the AnalystAnswers.com logo to our CSP slide:

presentation to management team

Techniques Recap

Here’s a sample management presentation template below. I hope you understand after reading this article that management presentation is more about your delivery than it is about the slides you prepare.

Download Management Presentation Template for Free

While the techniques we’ve discussed will help you build a good presentation, your success really depends on how well you deliver the ideas needed to help senior executives make decisions. At the end of the day, it’s all about balance.

If you only remember two things from this article, remember that great management presenters give enough detail to inform senior executive but not too much that they cause confusion, and great management presenters make sure they do so by practicing 7 times in advance. You’ll have to practice, practice, practice.

About the Author

Noah is the founder & Editor-in-Chief at AnalystAnswers. He is a transatlantic professional and entrepreneur with 5+ years of corporate finance and data analytics experience, as well as 3+ years in consumer financial products and business software. He started AnalystAnswers to provide aspiring professionals with accessible explanations of otherwise dense finance and data concepts. Noah believes everyone can benefit from an analytical mindset in growing digital world. When he's not busy at work, Noah likes to explore new European cities, exercise, and spend time with friends and family.

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Communication, facilitation, ​powerspeaking blog: tips and strategies for crafting presentations, how to present to senior executives [23 proven strategies].

by Carrie Beckstrom     Jun 4, 2021 10:45:46 AM

23 Tips Image Idea 9 (1)

If you’re preparing to make a pitch to senior executives, you can throw most of what you’ve learned about making presentations in the trash.

Why? Because this is an entirely different audience. An executive presentation is not about inspiring and persuading, but is instead about presenting meaningful data to top decision-makers as quickly and concisely as possible. As a matter of fact, you should start with your bottom line (what you need from them). And work your way from there.

As a company that lives and breathes communication, we are dedicated to transforming your organization's communication skills, so you can watch people succeed at engaging and influencing others, achieving results, and driving business to new heights.

And today, we are going to reveal our favorite tips for a powerful executive presentation to decision-making leaders to help you get your point across efficiently, earn your audience’s attention, and know when and how to go in for the "ask."

So if you want more success from your business presentations, then you'll love this list of tips, techniques, and strategies.

Keep reading to get started with our tried and true tips!

How to Present to Senior Executives

Don't have time to read the whole checklist right now? 

Save the PDF version to your desktop and read when it's convenient for you.

Win Over Senior Executives

Tip 1 Understand the executive mindset

Tip 2 Consider executives’ personality styles

Tip 3 Give yourself enough time to gather data

Tip 4 Find and leverage a sponsor

Tip 5 Prepare for possible questions or objections

Tip 6 Follow the 10/30 Rule

Tip 7 Set the context and confirm the time slot

Tip 8 Use the PREP model if your time gets cut

Tip 9 State the outcome you want early

Tip 10 Always use a valid business reason

Tip 11 Follow with the essential data—and do a deep dive only if asked

Tip 12 Focus on analytical proof

Tip 13 Be proactive and transparent when delivering unpleasant news

Tip 14 Remember that executives want a dialogue—not a data dump

Tip 15 Read the room

Tip 16 Use the Headline + Evidence model

Tip 17 Paraphrase complex questions to gain clarity

Tip 18 Address heated feedback and challenging questions in the moment

Tip 19 Answer the question-behind-the-question (before it is even asked)

Tip 20 Rely on the “notice and ask” strategy to refocus the discussion

Tip 21 Be personal to re-engage a disengaged executive

Tip 22 Acknowledge disagreements between top executives, but don't intervene

Tip 23 Conclude with a quick summary and resolve any noteworthy issues before your final ask

Let's dive right in.

Before you try to deliver your next presentation to executives, keep this in mind...

Most people fail with their first attempt to wow the top executives for one simple reason:

C-level executives demand an entirely different approach from presenters than does a general business audience. SVP of Strategy and Business Development at Workato , Markus Zirn says,  

“You have to throw out everything you learned from traditional presentation training. It’s not about making a speech that educates, persuades, inspires, or leads. It’s about raw decision-making.”

With that little caveat out of the way, it’s time for our first strategy…

Understand the Executive Mindset

Executives are impatient, bottom-line-focused leaders who don't care about the minutiae of your project or expertise. They want you to get to the point, step away from your slide deck, and be ready for a dynamic dialogue.

During your presentation, they might multitask and switch topics quickly, make calculations in their heads at lightning speed, and they may be challenging when analyzing data. Be ready for this.  

Understanding the executive's mindset as you are going in for the pitch will help you succeed. Watch the video below on Audience Analysis and getting started.

Here's just one executive you'll hear from...

"If it is a C-suite presentation and you’re actually asking for an outcome, you need to know what are the hot points of the CFO, or the treasurer’s office, or the VP of finance."

Consider executives’ personality styles

Think of each executive who will be in the room.

How do they prefer to have information presented to them?  Where are they on the risk profile?  Are they highly conservative, or are they innovative and open to experimentation?  How will your proposal affect their areas of responsibility? 

Starting with your audience in mind helps you strategize how to present your information.

Give yourself enough time to gather data

Weeks ahead of your presentation to executives, you may need to: meet with people in various functional areas for input and/or buy-in; check in with your manager; research executives’ hot buttons; and prepare slides or documents to send ahead. Don’t underestimate the time it will take to do all of this.

And speaking of being prepared, make sure you’ve considered the environment in which you’ll likely be with them—namely, virtual. If presenting to executives weren’t challenging enough, today’s digital interactions present another layer of things to consider.

Check out this great article, “ Digital Communication Skills: Is Your Message Getting Across? ,” by digital presenting and training guru Cindy Huggett. Great suggestions not only for putting your best digital self forward with senior executives, but also tips you can use in any virtual-meeting situation.

Find and leverage a sponsor

Find someone who knows the group you’re presenting to who is willing to not only help you prepare as your guide, but can also advocate for you during the meeting. Use your sponsor to check the validity of your logic ahead of time, rehearse with and get feedback from, and agree on when you should look to them for help during the executive meeting. 

Debrief with your sponsor after the meeting to gain insights and lessons you can use in the future.

Prepare for possible questions or objections

Consider including a slide that states the answers to anticipated questions or concerns rather than waiting for them to be brought up. This is a great way to demonstrate that you’ve kept your audience in mind when preparing your presentation.

Follow the 10/30 Rule

If you have 30 minutes on the executives’ meeting agenda, plan to present 10 minutes of material. The remainder of the time will likely be devoted to discussion and interaction and not necessarily in sequence.

R emember that your role is to facilitate a conversation, not just deliver a presentation.

1030 rule

Set the context and confirm the time slot

You don’t need an entertaining, attention-getting opening, but you do need to set the context as you start and get an agreement on timing. Thirty minutes originally may have been planned, but the meeting timeline can change. 

Start by saying, “I understand we have scheduled 30 minutes. Does that timing still work?”

Rajeev Goel, Co-Founder and CEO at PubMatic, and Monica Poindexter, Vice President, Inclusion & Diversity/Employee Relations at Lyft, will give you tips on overcoming the presentation challenges in regards to context.

Use the PREP model if your time gets cut

Don’t be surprised if what you thought would be a 30-minute meeting is cut to 10 minutes because the executives have another more urgent matter to discuss. Use the “PREP” model to craft your abbreviated pitch before the meeting:

PREP model

State the outcome you want early

State the outcome you want from your presentation early. What do you want the executives to say “yes” to?

Be specific. For example, “I want your support” is vague. “I want you to approve a $500,000 investment in new centrifuge equipment this quarter” is specific.

Get that key message out first...

Always use a valid business reason

Clearly state what value or ROI your ask will bring in terms of revenue increase, cost reduction, protection from risk, competitive advantage, or other business drivers. It can’t be just a “nice to have” proposal. 

For example...

“The bottom line is, we’re seeking your approval for five new FTEs in account management roles for an investment of $750,000. The reason is that we have a $2M revenue opportunity with the launch of [XYZ project]. These account managers will focus on the top 20% of our customer base to ensure we maximize the sales opportunity.”

Follow with the essential data—and do a deep dive only if asked

Instead of drowning listeners in data, lead with the top two to three key points and supporting evidence that best support your ask and business reason. The key points should be answers to the primary questions you think the executives will have about your proposal. 

Keep in mind that execs want the 10,000-foot view and how it affects the organization's bottom line.  

Focus on analytical proof

Senior decision-makers don’t need to be entertained. So while your logic may follow a “storyline,” hard data is what will be more convincing.

If you have a customer success story or a brief anecdote that supports your point, use it. But remember, unlike a general audience, the C-level executives in the room will grow impatient with stories unless they’re succinct and tie directly to your proposal.

Be proactive and transparent when delivering unpleasant news

There are four steps to presenting bad news:

  • Get it out at the beginning
  • Be candid about what happened
  • Explain how you will fix it
  • Offer options and recommendations. 

You can use this 4-step framework to present bad news in a way that speaks to executives.

Let's take a look at a hypothetical example. You have to explain to them why a consultant they hired quit, and you need to rectify the situation...

1. G et it out at the beginning

The consultant you approved quit unexpectedly.  A response to the audit she was supposed to help us with is due next week. Today I want to talk about the path forward. 

2. Be candid and explain how you will fix the situation

By the end of this meeting, I’d like your approval to:

Respond to the audit in a generic way with help from the audit team

Collaborate with the internal process improvement team to assess our local processes 

Collaborate with my counterpart to create one agreement that combines the best aspects of our process and theirs 

3. Offer options on why it makes business sense 

No additional cost of hiring a consultant

We’ll be able to leverage the existing processes to create a process that is consistent across the globe

4. Offer final recommendations   

With all of that in mind, today I’d like to talk about how we should change our audit process and why I’m confident this plan will receive regulatory approval.

Is there anything else you’d like me to add?

If you have bad news, don’t try to gloss over it. Use the framework to present it in a way that speaks to executives.

Remember that executives want a dialogue—not a data dump

Expect questions and energetic discussions to occur before you have presented all of your material.

(Remember the 10/30 Rule: If you have 30 minutes, prepare only 10 minutes’ worth of “presentation.”) Respond to questions when they come up.

Use facilitation skills to refocus the discussion after a topic change.

Here are a few more tips to enhance your facilitation skills:

Read the room

Notice the process of the discussion as well as the content. When there is cross-talk, interruptions, or rapid-fire questions, you can observe first and then choose an appropriate intervention.

Reading the room can be especially challenging in virtual meetings. You want to encourage everyone to turn on their webcam. Solicit feedback via chat. Stop the presentation and do a quick “reality check” if you notice disengagement or tension.

Use the Headline + Evidence model

Again, this is a time-pressed audience that wants brief, focused answers to their questions. Use the “Headline Response” model to help you do just that.

Headline response

Paraphrase complex questions to gain clarity

Instead of restating an executive’s question verbatim, use synonyms when you paraphrase.

Remember, you don’t know what is on someone’s mind. So, always check for accuracy after paraphrasing. “Did I get that right?” or just “Right?” gives the questioner a chance to agree or disagree. If your understanding wasn’t accurate, try again.

Address heated feedback and challenging questions in the moment

Especially if someone is upset, a deeper level of listening is required. Reflect on both the content and the feeling you noticed (skeptical, concerned, frustrated, etc.) and answer the question as best you can.

Always check to see if you got it right. Never say, “I know how you feel,” because you don’t, actually. 

Answer the question-behind-the-question (before it is even asked)

If you get resistance or objections to your ideas, often executives are concerned with key business drivers such as top-line and bottom-line impact, competitive positioning, and risk management.

When you paraphrase their questions, check for these concerns and be ready to address them directly.

Listen for the question-behind-the-question.

Rely on the “notice and ask” strategy to refocus the discussion

You are not in a position to tell the executives what to do.

But if the discussion goes in a different direction, you can say, “I notice our discussion is now focused on X. May I get your guidance? Would you like to keep going in this direction, or would you like to go back to our topic?” 

Be personal to re-engage a disengaged executive

You don’t want to catch anyone off guard, so give a little context when you ask someone directly for their thoughts (as a re-engagement strategy).

For example, “Jaime, given that what we are trying to do here is to reduce response time, in your experience, will this new approach work in the field?” 

Acknowledge disagreements between top executives, but don't intervene

You may look to your sponsor to help calm things down, but don’t intervene.

Conclude with a quick summary and resolve any noteworthy issues before your final ask

As you end your presentation, summarize and check to be sure you are clear on what decisions or agreements have been made and what your next steps will be. 

“I explained x and y; you also brought up a and b. Do I have your go-ahead now to purchase the new equipment for $500,000 this quarter?”

Presenting to senior executives is often a nerve-wracking, high-stakes situation. But as these leaders will tell you, it can be a great opportunity to grow, and to increase your value to the organization.

I hope you’ve found these tips enlightening and helpful. L earning to think like senior executives and present to them means learning new habits—and breaking old ones. But wow, I know it’s hard. And we present a lot of information to take in with our 23 Tips.

So, here’s one final piece of advice: start small. Pick one or two tips to apply to your next presentation. And check out this quick-read article, “ 4 Steps to Making New Habits Stick ,” by Cindy Solomon, founder, and CEO of the Courageous Leadership Institute. It will help you learn how to make the most of small steps toward new habits.

But before you get started using them for your next presentation, I’d like to hear from you.

Which presentation tip from this list was your favorite?

...Or maybe you have a suggestion that I didn't cover here?

Either way, let me know by leaving a comment below.

Join Us in Conversation . . .

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How to Brief a Senior Executive

  • Grant T. Harris

presentation to management team

Lessons from an Obama White House staffer.

You can always count on outside circumstances to affect your pitch to a senior leader, so prepare to get your point across under pressure by understanding the interpersonal dynamics at play in advance. What are your boss’s “tells”? How do they engage with material? And whom do they look to for endorsement? Knowing these things ahead of time will help you react effectively to pushback and pivot when necessary while you’re in the room, either in person or virtually.

Briefing a senior executive is an art and adept White House staffers do it every day under the most stressful of circumstances. They’re masters of compressing the right information into the right amount of time, no matter how complex the topic or short the briefing. The skills needed to brief the chief executive in the Oval Office are directly applicable to briefing  any  executive in the C-suite.

presentation to management team

  • GH Grant T. Harris is CEO of  Connect Frontier LLC  and advises companies on doing business in emerging markets. He has twice served at the White House and teaches interactive seminars on  How to Brief the President (or Any Senior Leader) TM  in corporate, nonprofit, university, and policy settings. He is also an Adjunct Professor of Global Management at Kellogg School of Management, Northwestern, and a Lecturer at Haas School of Business, UC Berkeley. Follow him on  Twitter .

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Giving a Presentation to Senior Management & Executives: Templates & Tips

Giving a presentation to senior management or an executive team can be a little daunting. You need to create just the right design to appeal to a C-suite group.

This includes everything from color choice to typography to messaging. When it all comes together, you need a polished presentation deck to make a good impression.

Here, we’ve got some templates and tips to help you create just the right presentation, to help you get your message across in a stylish and professional way.

How Does Unlimited PowerPoint Templates Sound?

Download thousands of PowerPoint templates, and many other design elements, with a monthly Envato Elements membership. It starts at $16 per month, and gives you unlimited access to a growing library of over 2,000,000 presentation templates, fonts, photos, graphics, and more.

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Startup pitch deck.

Maximus Template

Maximus Template

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Use a Simple Color Palette

presentation to management team

A presentation for senior management or executives is not the place to go wild with color or other design choices. You want the content to steal the show, not the color.

Design your presentation with a muted or neutral palette. Use one or two accent colors. If you are working on a presentation for an existing brand, use the color palette according to those brand guidelines.

White, light, or neutral backgrounds are best. This isn’t the place to experiment with dark mode or trendy colors unless you are certain it is appropriate for your direct audience.

Template to try: Executive Real Estate Presentation Template

Keep Content Direct

presentation to management team

Management and executives are busy people. Don’t drag out your presentation with content that isn’t to the point.

Use direct messaging and language with calls to action that show your audience exactly what you are trying to say. Don’t get caught up with using animations, long videos, or other design tricks. Create a presentation that is simple, direct, and focuses on the content therein.

Template to try: Companhia Business Keynote Template

Use Charts and Graphs Where Necessary

presentation to management team

Charts, infographics, and numbers can help support certain types of presentations. Use these supporting elements where necessary to help make a strong case for what you are communicating.

As with other design elements, use supporting graphics in a way that emphasizes your message and keep them are direct and simple as possible.

This is where a presentation design template can really come in handy. Look for one that presents information in the way you want to communicate it to the audience to help create your slide deck quickly.

Template to try: Accounting Finance in Business PowerPoint Template

Order Slides in a Logical Order

presentation to management team

As with other storytelling methods, a strong presentation has a beginning, middle, and end. Order your slides in a logical order that tells your story in this way.

Start with an introduction, mission, vision, or goals. Use a table of contents if your presentation is exceptionally long or will be viewed without you (such as an emailed presentation).

Then get to the heart of what you want to say. Make statements that you can follow up with supporting evidence. This is where charts, images, or graphics can come in handy to help better tell the story.

Finally, wrap up with outcomes or what should happen next. Provide an opportunity for questions or feedback. Don’t forget the call to action: What are the managers or executives you were presenting to supposed to do next? Give them an easy opportunity to take that action.

Template to try: Buzz Consultant PowerPoint Template

Use Easy to Read Typefaces

presentation to management team

A presentation for senior management or executives is not the place to start experimenting with wild typefaces. Keep it simple. Readability here is vital.

For the most part, you’ll probably need two typefaces: A display typeface for titles and headers and a body typeface for everything else (you might need this one to include bold or italic options).

Simple sans serif typefaces are the preferred option in most cases. They are easy to read and won’t get in the way of your message. Serif typefaces are also acceptable. Stay away from scripts, novelty fonts, or blackletter for the most part.

Template to try: Centric Corporate PowerPoint Presentation

Don’t Use Too Many Slides

presentation to management team

A good presentation should have a strong message. Communicate it in as few slides as possible.

This will help you be respectful of the time of the people you are presenting to, help capture more of their attention, and provide a strong focus for what you are trying to say.

There’s no exact formula for number of slides. There are a few guidelines to help you think through how many you need:

  • One thought/idea per slide
  • Keep text to a minimum for in-person presentations
  • Design for hierarchy and scanning so it is easy to read each slide quickly
  • Plan for a cadence of one to two slides per minute

Template to try: Gratus Business Keynote Template

Use Blocks of Content

presentation to management team

Think about presentation content in chunks or blocks that help the audience easily digest information. One popular way to do this is with a split-screen design that divides content into two parts – maybe an image and text or two columns of text.

People naturally read from left to right and this can help direct visual flow and make content easier to understand.

This type of design is also organized, visually elegant, and can help you create a design that will appeal to your C-suite audience. It can also work for almost any type of content.

Template to try: Lampu Innovative Google Slides Template

A strong presentation for senior management and executives is simple, direct, and has visual flair without being overwhelming. Refine your message and slide deck to maximize impact in the most concise amount of time possible.

And don’t forget to finish with your ask. Why were you presenting in the first place? Provide a reminder at the end of the presentation with a call to action.

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10 Tips For Impressive Presentations To Senior Leadership And Executives

  • Posted on February 7, 2022

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10 PRESENTATION TIPS TO IMPRESS SENIOR LEADERS

Tip 1: prepare, tip 2: begin with the end in mind.

  • What do you want this audience to feel when they’re done?
  • What do you want them to know when you’re done?
  • What do you want them to do, when you’re done?

TIP 3: BE CLEAR AND CONCISE

Tip 4: tell stories, tip 5: keep slides minimal.

Provide extra information in your slide notes

TIP 6: CHANNEL NERVOUS ENERGY INTO USABLE ENERGY

The best way to feel confident is to practice.
5 to 7 full rehearsals

TIP 7: PRE-PRESENTATION WARM UP

Breathe low and slow.

WARM UP YOUR BODY

Warm up your mouth, tip 8: have vocal executive presence, tip 9: commanding the space.

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TIP 10: AUTHENTIC SPEAKER PERSONA

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  • Slide & Visual Design
  • Storytelling & Speech Writing
  • TED Talks & TEDx
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  • Uncategorized
  • Videos, Podcasts, & Webinars
  • Virtual Communication

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Home Blog Presentation Ideas Presenting a Team to an Audience

Presenting a Team to an Audience

Introducing the involved team to the audience is vital in academic or business presentation contexts. It boosts the authority over the topic to discuss. In this article, we will discuss the importance of presenting a team to an audience. How to introduce your team members, explain their role within the organization, and tips + examples to succeed.

cover for presenting a team to an audience

Table of Contents

What is to present a team to an audience?

Requirements for presenting a team to an audience, how do presentation templates help us introduce the team with style, case studies for presenting a team to an audience, tips for presenting a team to an audience.

As commonly seen in business presentations that involve more than one speaker, the team is introduced to the audience before covering the topic of the meeting. This implies stating each member’s role for the team, the area they worked on, the expertise they bring to the team, and why they joined the project.

For the audience, a well-crafted team presentation by an organization allows them to appreciate the different perspectives that led to the result. Acknowledging which member took a significant role in what area will enable them to tailor the questions that may arise. 

businessperson presenting a team to an audience

From a trustworthiness point of view, a formal introduction of the team helps build the organization’s reputation. This is particularly crucial in academic presentations , as the team leader conducts the presentation, and team members involved in the research may not even be present. The slide presenting the team gives context about each team member’s contribution, role, and current position in the research team.

Presenting a team to an audience also serves as a motivational factor for the team itself. It boosts confidence and promotes respect among the coworkers since they receive equal credit for their contribution. Presenters could refer to both the professional and soft skills of the team members if they had significance in the project outcome to showcase.

Even if we can label this stage as something “quick to complete,” truthfully, presenting a team to an audience requires a clear vision of the team structure.

The team leader is the person in charge of this process since their work was to assign the tasks to complete each step of the project due to be presented. Therefore, the team leader must keep the team’s organogram in mind.

Taking notes during each stage helps to remember which person was involved in which particular area, especially for last-minute changes. During the team presentation, the org chart template must reflect the hierarchy within the team, roles, and responsibilities .

A background check to introduce each team member is recommended. This helps reduce unnecessary information for the presentation. Some examples are:

  • If we talk about a business scenario, briefly expose each team member’s expertise in the niche you’re about to present. This could be either work experience or an academic degree on the topic.
  • For research presentations, such as conferences given in scientific congresses, next to each name, add the maximum degree each person achieved. Be sure to include the specific area of research the person is working on right now and mention if they are part of another collaboration team. That last point is essential for young researchers slowly building their academic reputation and seeking to network with other professionals in their area.

Another important aspect is to consider the format in which the team presentation will be made: if live, with the entire team on board, or if the team leader performs the speech and introduces them via photos on a slide. Again, this question entails studying the audience and the kind of event in the first place. 

Presentations involving the presence of the entire team usually happen for entrepreneurism , where the team involved in the development of a product or service is introduced to the audience of potential investors . In this case, we talk about teams with 20 members or less. 

In big tech conferences, the team leader introduces the team, making it optional for them to attend the event. Large corporations opt for videos that brief about the company’s structure, sometimes followed by an organogram presenting the department directors or people strictly involved in the project, plus their role.

Academic conference presentations include a slide that briefs the team members, their roles, and expertise. A friendly practice is adding a photo of the whole team on the following slide since that helps boost the presence of the organization they work. 

One common issue speakers face in this kind of presentation is lacking graphic design skills. Therefore, the resulting slides may look dull, unattractive, or filled with pointless data. This is where presentation templates come to give a helping hand.

The first thing to consider with PowerPoint or Google Slides templates is that you don’t require a broad knowledge of either software or graphic design. The pre-made designs are fully editable, crafted by professionals who seek to help users power up their presentations for quality results. Hence, you don’t need to worry about matching color schemes, font pairing, or how much text to include in the slide – those decisions were pre-made for you.

Team members discuss the presentation slides to create

Secondly, these presentation slides help us save countless hours, as, for instance, an organogram would take to build line by line. You simply drag the photos required into the presentation, insert the text in the placeholder areas, and that’s it.

To further understand this topic, we will introduce three potential scenarios for presenting your team in front of an audience.

Case #1 – Presenting a team at a tech conference for a product release

A medium-sized company – whose trajectory in the mobile phone industry goes back to 2020 – is currently attending a trade show similar to CES . They aim to present themselves as manufacturers of docking stations for phones and tablets with wireless charge technology.

Since their company’s reputation is still developing, this is their most significant trade show attendance. Therefore, it’s vital to present the team backing up the company, to ensure trustworthiness. At the same time, they only count with a limited space area at the exhibition stand.

The HR and Marketing teams envision a strategy that attends to the executives’ demands for presenting the team as innovative while not missing the chance to promote the product in the brief attention span they can get.

The following example shows how to introduce the team; four pillars of innovation with a track record background.

Present the team of innovators behind the company

The slide shows experience based on previous company roles. It reinforces the idea that the innovation of the company is driven by people breed in the most important mobile and engineering companies in the world.

Since consumers go around the stands, inquiring about details on products that pick their interest, the stand is designed following these premises:

  • A section to show actual product samples that consumers can test to check their quality and performance.
  • A big display of the team slide. This will drive the attention of industry resellers.
  • A big screen showing a reel that explains in 40 seconds what the product does + 20 seconds about what the company is, its values, and its team.
  • Make digital flyers available for the customers; briefing about the product, the company’s history, and testimonials from selected workers with broad expertise in the subject.

By using these four strategies, the company ensures three key points. First, they grab the consumer’s attention by showing an actual product they can try. Secondly, they target people passing by, with the 1-minute reel, which can be seen from afar and a panel of team members well known in the mobile and engineering fields. Finally, the flyer retains the customer’s interest by presenting not just the product but information about the company, contact data, and the names of the people involved in this product release. Such information (company’s website/social media or team members’ names) can be researched later by consumers, helping bring authority and trust to the brand.

Case #2 – Pharmaceutical conference in which a team presents their cutting-edge development

A well-respected team of researchers is attending a pharmaceutical conference. The poster session showcases their latest research paper about a new compound to treat insomnia without rebound effects. Fellow researchers look at what the poster exposes, the data that backs up the research, and the names of the scientists involved in this study.

At the time of delivering the presentation, the team leader for this research group opens the presentation with a slide listing the title for the research and the area group where their study takes place. Since the topic may be a bit controversial, the team leader opts to present the team first, as a couple of his coworkers in this project are respected neuroscientists that researched insomnia, with well-acknowledged articles on the topic.

present the team to an audience in the context of a research study

By doing this team introduction at the beginning of the presentation instead of the usual practice of leaving the team slide to the end, the team leader ensures no spectator would label the research as silly material. The curriculums of the team members speak of their expertise on the subject, their trajectory as respected scientists, and their non-conventional approach to the discipline. The placing of a presenting a team slide is crucial for attracting the audience’s interest and backing up their authority on the subject.

Case #3 – A company meets their new SEO team

The marketing department of an e-commerce company is seeking to delegate the SEO efforts to a specialized team. Their current workload doesn’t allow the marketing members to dedicate the required time to SEO, and their lack of a proper strategy and skills, demotes them in search engine rankings against their competitors.

After a lengthy process, an the company built a team whose values align with the company’s strategy. The first meeting is about to take place between the marketing department and the SEO team. The marketing department only has a brief reference about the SEO team since the HR recruiters managed the entire process.

As an introductory meeting, the location picked is the meeting room for the company, which has a large table and a projector. Seating in front of each other, both teams greet and proceed to continue with the agenda. The SEO team prepared a presentation that exposes their history and expertise, the team members that will take part in this project, under which roles, and KPIs gathered after their initial analysis of the data provided by the company.

new SEO team present the team to an audience.

The team leader for the SEO crew proceeds to explain their history, previous experiences, and success stories in similar projects. The presenting the team slide features each team member participating. It showcases pictures, names and role; this helps the marketing team to identify each member quickly.

One by one, each of the 10 members of the SEO crew presents themselves, referencing their role in the project and the essential skills that will contribute to this company’s growth. They also explain that they would be using a state-of-the-art SEO management platform to conduct their research, analyze data, and track progress, to complete the tasks efficiently.

Thanks to the detailed presentation, the marketing managers now understand who is in charge of which section and whom to contact for the project’s different parts. The rest of the team members in the marketing department can see similarities and affinities for work areas, which in turn contribute to building a healthy relationship with their new coworkers.

This section will summarize some tips for making a great team presentation.

Tip #1 – Setting the right tone with a presentation template

As mentioned above, presentation templates save countless hours in effort and thinking about design styles for our work. But truthfully, a properly designed presentation template has the impact of expressing our vision in a graphic format.

When selecting the presentation template to use, opt for one whose color range meets your company’s branding. Avoid overdoing transition effects since they can be overbearing for your audience. 

The simpler, the better. Here are some suggestions for about us presentation templates you can check.

Tip #2 – Establish the key message

Presenting a team to an audience is also the perfect opportunity for leveraging why any customer should hire your team’s skills. Write your narrative around that idea, and be clear about which competitive edge your team can bring to the table. Give precise facts about past experience and success stories your crew helped to write for other consumers with similar needs.

Tip #3 – Be clear about roles

This is vital since it speaks about the professionalism of your team. A great team manager must keep in mind the roles of their crew, and the reason why they were assigned. 

Although an organogram can help, it’s best to let the structure of the presentation be the primary asset. If a proper hierarchy is established, your team members can take turns introducing themselves when required according to the narrative constructed about the team’s experience.

Tip #4 – Make transition spaces work for you

Instead of prolonging awkward pauses between the introduction of each team member, make the presentation fluid by letting the next team member continue exposing a similar line of thought. For example, a team member can expose her expertise as a financial analyst in emerging markets, and then her coworker can take the lead by talking about his experience as a corporate investment manager.

Tip #5 – Let your team’s individual success help the narrative

In some situations, it can be ideal to talk about your team members’ previous expertise and why they landed with the current project. We are, after all, the consequence of our decisions and experience; therefore, mentioning key milestones in a team member’s career (if related to the topic) sets the ground for discussing certain approaches.

A “success” story is not always required; even a failed attempt can be seen – in academic research – as profitable since it brings a different perspective from textbook instructions. 

Let your team individuals expose why their experience shaped the perspective in which they can see this upcoming project, and why they consider a creative thinking approach can be beneficial for business results or even mentoring others.

Selected Templates for Preparing Team Presentations

Check our range of products specifically selected to help you create the best introduction for your team.

1. Organizational Charts PowerPoint Template

presentation to management team

A collection of 14 slides to create professional-styled organograms for your presentation. Take a look at the different styles and how they will match your presentation style. Fully editable in PowerPoint and Google Slides

Use This Template

2. Meet the Team PowerPoint Template Slides

presentation to management team

A presentation template designed to introduce your team members with a photo, title, and a brief placeholder text. Clean, contemporary-styled, and easy to edit.

3. Team Introduction Template for PowerPoint

presentation to management team

Modern and vibrant layout to present your team with style! This fully editable template adapts to your desired color theme in just seconds. Use the different slides to change between typical text introductions to showcase the most important skills your coworkers bring to the team.

4. Member Profile PowerPoint Template

presentation to management team

Be as detailed as you desire in your team introductions, thanks to this Member Profile PowerPoint Template . This presentation is ideal for small teams; it allows the team leader to be specific about their team members’ skills and experience.

Features a bar chart design to indicate the skills capacity and a placeholder area for quotes or a brief written introduction by the person.

presentation to management team

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Presentation Approaches, Presentation Skills, Presenting a Team, Teamwork Filed under Presentation Ideas

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How to Write the Management Team Section of a Business Plan + Examples

Written by Dave Lavinsky

management hierarchy

Over the last 20+ years, we’ve written business plans for over 4,000 companies and hundreds of thousands of others have used our business plan template and other business planning materials.

From this vast experience, we’ve gained valuable insights on how to write a business plan effectively , specifically in the management section.

What is a Management Team Business Plan?

A management team business plan is a section in a comprehensive business plan that introduces and highlights the key members of the company’s management team. This part provides essential details about the individuals responsible for leading and running the business, including their backgrounds, skills, and experience.

It’s crucial for potential investors and stakeholders to evaluate the management team’s competence and qualifications, as a strong team can instill confidence in the company’s ability to succeed.

Why is the Management Team Section of a Business Plan Important?

Your management team plan has 3 goals:

  • To prove to you that you have the right team to execute on the opportunity you have defined, and if not, to identify who you must hire to round out your current team
  • To convince lenders and investors (e.g., angel investors, venture capitalists) to fund your company (if needed)
  • To document how your Board (if applicable) can best help your team succeed

What to Include in Your Management Team Section

There are two key elements to include in your management team business plan as follows:

Management Team Members

For each key member of your team, document their name, title, and background.

Their backgrounds are most important in telling you and investors they are qualified to execute. Describe what positions each member has held in the past and what they accomplished in those positions. For example, if your VP of Sales was formerly the VP of Sales for another company in which they grew sales from zero to $10 million, that would be an important and compelling accomplishment to document.

Importantly, try to relate your team members’ past job experience with what you need them to accomplish at your company. For example, if a former high school principal was on your team, you could state that their vast experience working with both teenagers and their parents will help them succeed in their current position (particularly if the current position required them to work with both customer segments).

This is true for a management team for a small business, a medium-sized or large business.

Management Team Gaps

In this section, detail if your management team currently has any gaps or missing individuals. Not having a complete team at the time you develop your business plan. But, you must show your plan to complete your team.

As such, describe what positions are missing and who will fill the positions. For example, if you know you need to hire a VP of Marketing, state this. Further, state the job description of this person. For example, you might say that this hire will have 10 years of experience managing a marketing team, establishing new accounts, working with social media marketing, have startup experience, etc.

To give you a “checklist” of the employees you might want to include in your Management Team Members and/or Gaps sections, below are the most common management titles at a growing startup (note that many are specific to tech startups):

  • Founder, CEO, and/or President
  • Chief Operating Officer
  • Chief Financial Officer
  • VP of Sales
  • VP of Marketing
  • VP of Web Development and/or Engineering
  • UX Designer/Manager
  • Product Manager
  • Digital Marketing Manager
  • Business Development Manager
  • Account Management/Customer Service Manager
  • Sales Managers/Sales Staff
  • Board Members

If you have a Board of Directors or Board of Advisors, you would include the bios of the members of your board in this section.

A Board of Directors is a paid group of individuals who help guide your company. Typically startups do not have such a board until they raise VC funding.

If your company is not at this stage, consider forming a Board of Advisors. Such a board is ideal particularly if your team is missing expertise and/or experience in certain areas. An advisory board includes 2 to 8 individuals who act as mentors to your business. Usually, you meet with them monthly or quarterly and they help answer questions and provide strategic guidance. You typically do not pay advisory board members with cash, but offering them options in your company is a best practice as it allows you to attract better board members and better motivate them.

Management Team Business Plan Example

Below are examples of how to include your management section in your business plan.

Key Team Members

Jim Smith, Founder & CEO

Jim has 15 years of experience in online software development, having co-founded two previous successful online businesses. His first company specialized in developing workflow automation software for government agencies and was sold to a public company in 2003. Jim’s second company developed a mobile app for parents to manage their children’s activities, which was sold to a large public company in 2014. Jim has a B.S. in computer science from MIT and an M.B.A from the University of Chicago

Bill Jones, COO

Bill has 20 years of sales and business development experience from working with several startups that he helped grow into large businesses. He has a B.S. in mechanical engineering from M.I.T., where he also played Division I lacrosse for four years.

We currently have no gaps in our management team, but we plan to expand our team by hiring a Vice President of Marketing to be responsible for all digital marketing efforts.

Vance Williamson, Founder & CEO

Prior to founding GoDoIt, Vance was the CIO of a major corporation with more than 100 retail locations. He oversaw all IT initiatives including software development, sales technology, mobile apps for customers and employees, security systems, customer databases/CRM platforms, etc. He has a  B.S in computer science and an MBA in operations management from UCLA.

We currently have two gaps in our Management Team: 

A VP of Sales with 10 years of experience managing sales teams, overseeing sales processes, working with manufacturers, establishing new accounts, working with digital marketing/advertising agencies to build brand awareness, etc. 

In addition, we need to hire a VP of Marketing with experience creating online marketing campaigns that attract new customers to our site.

How to Finish Your Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

Click here to finish your business plan today.

OR, Let Us Develop Your Plan For You

Since 1999, Growthink has developed business plans for thousands of companies who have gone on to achieve tremendous success.

Click here to see how Growthink’s professional business plan consulting services can create your business plan for you.  

Other Resources for Writing Your Business Plan

  • How to Write an Executive Summary
  • How to Expertly Write the Company Description in Your Business Plan
  • How to Write the Market Analysis Section of a Business Plan
  • The Customer Analysis Section of Your Business Plan
  • Completing the Competitive Analysis Section of Your Business Plan
  • Financial Assumptions and Your Business Plan
  • How to Create Financial Projections for Your Business Plan
  • Everything You Need to Know about the Business Plan Appendix
  • Business Plan Conclusion: Summary & Recap

Other Helpful Business Plan Articles & Templates

Business Plan Template & Guide for Small Businesses

presentation to management team

Write a Winning M&A Management Presentation

February 13, 2023

Are you looking for a new owner, scale-up funding or new financing for your business? If so, you need to invest in creating the best M&A management presentation your prospective investor has seen.

Really effective management presentations are like great cvs. they won’t get you the job, but they make the right impression to get you through the door, into the board room and onto the agenda . great management presentations do this by making your audience want to find out more., every management team and business is different. that means there’s no simple template or formula that you can copy for your management presentation.   don’t believe people who tell you there is.

We’ve pulled these seven tips from the 15+ years’ experience of the team at Benjamin Ball Associates . Our management presentation coaching specialists have reviewed thousands of management presentations, and we know that small changes make a big difference . Incorporating these tips can make the difference between getting relegated to the ‘no’ pile, or having an investor take the next step to investing with you.

How to write a winning management presentation Your management presentation should sell the investment, not your product Keep your M&A management presentation simple Be clear what makes you special in your presentation Don’t let your management presentation be boring Appeal to the heart AND the head in your management presentation Be honest in your management presentation Show, don’t tell

Best management presentation tip #1: Sell the investment, not the product

Investors are selfish. Your product may well change the world, but the investor is primarily thinking about their own risk and reward. This means that when they listen to you, they are subconsciously asking the question: ‘what does this mean for me’?

The best management presentations present everything in an investor-first context.

  • So instead of slides that talk about your plans and ambitions, frame the information in terms of how those plans and ambitions will impact your investor’s returns.
  • Instead of listing your team’s background, demonstrate how that background makes you a safe pair of hands for a new owner.
  • Got great sales forecasts? Show how those forecasts will translate into rewards for investors.

Grab and hold their attention by using the language of M&A and investment and focusing on the things that matter most to potential buyers.  Read how to create a great pitch document.

Contact us for a free consultation on your coaching needs

Best management presentations tip #2: Keep it simple

Investors don’t put their cash into opportunities they don’t understand. If you present a concept in a difficult or complicated way , the mental exertion feels painful or makes them uneasy. Investors associate this with a negative gut instinct about you or your opportunity. That road leads to a ‘no’.

Instead, make the investment proposition easy to grasp . Clarity and ease of mental digestion feels good – That means investors will associate positive feelings with you and your opportunity .

So how do you transform a complex business into a simple management presentation?

When Steve Jobs was trying in 1990 to explain the impact that computers would have on the world, he spoke about bicycles. He described how humans are inefficient movers compared to many other animals on the planet. A human on a bicycle, though, can move even more efficiently than a condor. And a computer is like a bicycle for the human mind.

This analogy used a familiar concept (bicycles) to make an unfamiliar concept (computers in 1990) relatable. Analogies are one of several tools that help communicate complex ideas more effectively. Others are metaphors, similes and stories. No matter how complicated or abstract your product is, there is a way of presenting it in a simple, visual and engaging way. Use these ideas in your management presentations.

Best M&A management presentations tip #3: Be clear what makes you special

We find senior executives are frequently too close to their business to uncover the red thread that needs to run through their management presentation to make it exciting for investors. This is especially true for people wanting to sell their business . That’s where we help them discover their red thread and turn in into a seam of gold. What is the secret sauce that drives your success? Perhaps it’s your team, your IP, your connections or your track record?  

The best M&A management presentations focus relentlessly on their unique advantage. They demonstrate why it will contribute to the business’s success and how the team will leverage it.

One of our clients, a London-based block chain developer, used this idea to their advantage. Their original pitch had confused what they had done, the market, their technology, their products and the potential of the business. In all, it was unclear what the business did and why investors should be excited. For their management presentation, we helped them identify the red thread and then turn it into a few clear messages that ran through the presentation. The result was a compelling investment story that has taken them to the next level.  

Learn how to create a powerful equity story.

How to create a killer pitch deck

Best management presentation tip #4: don’t be boring.

  • Crowded slides?
  • Long blocks of text?
  • Lists of bullet points?
  • Bland headings?
  • Weak design?

If your management presentation pitch deck looks as boring as everyone else’s, then investors will not get excited about meeting you. The best management presentation pitch decks are easy to read . They grab interest from the start, avoid jargon and use engaging language. They arouse interest through compelling headlines .

Investors should be able to flick through your management presentation pitch deck and understand your key points just from reading your slide headings. But those headings should also be different and intriguing enough that investors want to find out more. For example, instead of naming one of your slides ‘ About Us’ or ‘Our Team’ , choose a headline that reinforces your key message.

If your business is about running rock festivals, your headline for the team section of your deck could be ‘Ten Years’ Combined Experience of Running Profitable Events’. If you manufacture widgets that draw on your experience working with the inventor of the leading vacuum cleaner, your headline could be ‘James Dyson’s Protégé’. Finally, the best management presentations are often professionally designed with plenty of white space and relevant visuals. Don’t let amateur design let you down.

Best management presentation tip #5: Appeal to the heart as well as the head

Stories are an incredibly effective way to bypass investors’ heads and reach straight for their hearts. Instead of delivering plain facts in your management presentation (which are quickly forgotten), provide them within the context of a story.

  • Identify the problem (the ‘villain’ of your story) and then
  • Introduce your solution (the ‘hero’ of your story).
  • Show what happens after the hero takes action, and
  • Lay out the consequences of that action (or the consequences if that action doesn’t happen).

Perhaps your product is a small security device that alerts friends and family when you need help. Your presentation could focus on the software behind the invention. You could talk about how easy it is to set up. You can list the features and benefits. Or you could share what it’s like to feel safe and connected. You could show a video of someone whose life was saved, and how he or she felt when help came running – thanks to your device. That’s what great management presentations feel like.

When you trigger your buyer’s emotions, they become invested in your business and in you. Your management presentation becomes memorable and shareable. Remember: “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

Best M&A management presentation tip #6: Be honest

The best management presentations are from senior executives who don’t pretend to be perfect. Teams admit their mistakes, but also what they’ve learnt from them. They don’t hide their strategy changes, but instead share why and how they changed their approach, and the impact this has had. They have the confidence and self-awareness to be honest. As a result, investors see them as being trustworthy and having integrity and credibility.

Investors know there’s no perfect opportunity, there’s no perfect team, there’s no risk-free reward . So they are – rightly – wary of management teams that claim to offer any of these. Equally, if it appears that you’re trying to hide or mislead them, the investor will start to question everything else about you. To avoid this, be explicit about the data backing up your track record and the methodology used for your forecasts. Address doubts in your management presentation instead of creating them.

How to prepare an investor pitch deck

Best management presentation tip #7: show, don’t tell.

In your management presentation, Instead of describing how your product works, embed (or link to) a short film or screen-capture showing how it works. Instead of stating that your product changes people’s lives, include screenshots of customer reviews in which people say they will never be the same again. You could say that your product or service is different, but it’s much more powerful to show it, with mock-ups, testimonials and clippings from your industry’s trade press.  

A few years ago we helped a diamond mining company raise money from investors in London. To back up the powerful pitch deck that we helped them create, for their management presentation we suggested they bring a raw diamond into their meeting. Why? Firstly, few investors will have ever handled a raw diamond. Secondly, it allowed the management team to bring the business to life with stories: How often a diamond of that size was found, How many tons of rock they had to move to find that diamond, At what depth they found it, and What they did about safely and security. This one small prop transformed the quality of their presentation and made it much easier for the team to raise the money they needed to expand the business.

Transform your M&A management presentation

Call us, you’ll get  practical, easy-to-implement advice that will help you to grab investors’ attention , impress them and get you invited in for that vital face-to-face management presentation. you’ll benefit from our 15+ years experience transforming management presentations. then, ahead of   the meeting, we help you rehearse the management meeting so that you come across as just the right team to help the investors achieve their investment objectives., we do this every day for scale-ups, quoted companies and private equity firms.  , call louise today on +44 (0)20 7018 0922 or email [email protected] to discuss how we can best help you., about benjamin ball associates.

Benjamin Ball Associates  Presentation skills coaching team

At Benjamin Ball Associates, we help our clients to communicate better. You get presentation coaching for executives.

Over 15+ years the award-winning BBA team has coached thousands of senior executives globally to present powerfully. You get access to a transformational toolbox of presentation skills & techniques to help you become a clear, confident communicator.

We’ll help you create a powerful first impression that hooks and engages your audience immediately, and we’ll transform you to deliver clearly, confidently and with impact.

Speak to Louise on +44 20 7018 0922 or email [email protected] to find out more and discuss transforming your speeches, pitches and presentations.

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7 Skills You Need to Effectively Manage Teams

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  • 07 Jan 2020

To effectively manage a team, you need several key characteristics and skills. Without them, it can be difficult to rally your employees to work toward common goals and perform at their best—which can be disastrous for both your organization and career.

Whether you're an aspiring manager, newly appointed leader without a lot of experience, or seasoned executive who's had difficulty overseeing your team, developing these critical skills will prove crucial to your success.

Access your free e-book today.

Team Management Skills All Professionals Need

1. clear, effective communication.

As a manager, your goal is to help the members of your team complete tasks in a manner that is efficient, consistent, and aligns with the company’s overarching strategic goals. To accomplish this, you must clearly articulate what those strategic goals are—while also detailing the specific work and processes that will be required of your team to reach them.

By becoming a more effective communicator , you'll remove confusion among your team and ensure everyone is aligned and working toward the same goals.

2. Emotional Intelligence

Emotional intelligence refers to an individual’s ability to manage their emotions, as well as those of others.

A highly developed level of emotional intelligence is a hallmark of strong managers and leaders. Someone with a keen sense of self-awareness, empathy, and other social skills is someone who can motivate and influence others —an important quality for managers to exhibit.

3. Organization

You may be responsible for overseeing budgets and project timelines in addition to the daily tasks that members of your team perform. Juggling so many moving pieces and making necessary adjustments along the way requires a high degree of organization.

4. Ability to Delegate

However tempting it might be for you to micromanage members of your team, doing so can be detrimental to progress.

A good manager knows how to delegate work to others. This involves understanding who's best suited to complete a particular task. It also requires ensuring an employee has the required resources to be successful and feels empowered to make their own decisions.

5. Openness

Openness goes hand in hand with both emotional intelligence and effective communication.

It’s important that the members of your team feel comfortable approaching you when they have questions or concerns, or when they need clarification on what's expected of them. If your employees don't believe they can reach out to you, there’s a risk that problems or concerns will go unaddressed before it's too late to correct them.

6. Problem-Solving

No matter how well prepared, organized, or established a project or process is, every manager runs into problems. This could be in the form of a missed deadline or milestone. It could be budgetary in nature. It could involve an unforeseen breakdown in the supply chain.

Whatever the case, managers must be skilled problem-solvers. The ability to evaluate a challenge, think critically about potential solutions, and formulate a response are essential to anyone who's tasked with leading a team.

7. Decision-Making

Over the course of a day, managers might be responsible for making a number of decisions that impact their team or the project they're overseeing. Prioritizing tasks, allocating resources, delegating duties—each of these is a decision that falls to the manager.

Sometimes, a manager will need to make an authoritative decision to resolve an issue. Other times, decision-making might involve consensus building, wherein members of the team are invited to participate in the discussion and help guide the process. Ultimately, the manager is responsible for the outcome of the decision and, as such, must be comfortable with ensuing results.

Which HBS Online Leadership and Management Course is Right for You? | Download Your Free Flowchart

How You Can Develop Your Team Management Skills

If you want to take your team management skills to the next level, there are several steps you can take to improve them. These include:

  • Taking stock of your current skills. To chart a path for your professional development, you first need to understand where your management skills currently stand . What are your strengths? What are your weaknesses? Where are your greatest opportunities to turn development into career success? These insights will help you create a plan that's right for you.
  • Setting goals for improvement and development. Once you have a sense of your current skills, you need to set goals for your development efforts. Which skills do you need to improve? How will you measure success? What is your timeframe? By setting specific and attainable goals, you give yourself something to work toward and increase your chances of success.
  • Inviting feedback from your team. If you're unsure about your current abilities or where you should prioritize growth, consider turning to co-workers for feedback. This can be invaluable in helping you identify your strengths and weaknesses.
  • Practicing your skills. Practice your skills both in and out of the office. If you find that a project has suffered setbacks due to poor communication, for example, identify the point of confusion and make a mental note to avoid this in the future. Or, if a project has become bogged down due to micromanaging, find methods to help you manage from a perch instead of down in the trenches.
  • Pursuing professional development. Professional development can be a valuable asset in helping you reach your managerial potential. Signing up for a management training course can help you quickly develop your management skills, while pursuing mentorship opportunities can aid you throughout the trajectory of your career.

In Management Essentials , students are given the tools and opportunities they will need to improve their management skills and become more effective managers within their organization. Is Management Essentials the right HBS Online leadership and management course for you? Download the free flowchart to find out.

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M&A Management Presentation: 5 Ways to Prepare  

By   Jack

Selling your business is a monumental decision, and if you’ve made the decision to sell, you want to ensure you do everything in your power to maximize the value you receive.

Your management presentation can make or break a deal and is a key part of the bidding process. But what is it exactly? And how can you create a presentation that will make a prospective buyer clamor to acquire your company?

In this post, I’ll walk through everything you need to know for a successful M&A management presentation.

What is an M&A management presentation?

An M&A management presentation is a comprehensive, engaging, and persuasive pitch that provides potential buyers with an in-depth understanding of your business. It showcases your company’s strengths, opportunities, and the management team’s expertise, demonstrating why your business is an attractive acquisition target .

Why is it called a “management” presentation? Because your management team is your company’s backbone. This presentation will highlight their prowess, proving they have the skills, knowledge, and passion to drive your business to new heights.

Keep in mind some of this info will have already been created in your Confidential Information Memorandum .

What is an M&A management presentation

Why is a management presentation critical when selling your business?

Imagine you’re a potential buyer, sifting through dozens of acquisition opportunities. What would make a business stand out ? You guessed it – a compelling management presentation! It’s not only about the numbers; it’s about telling the story of your business, emphasizing the value you’ve created and the potential that awaits.

A well-crafted management presentation:

  • Sets your business apart from the competition
  • Showcases your company’s unique strengths and opportunities
  • Provides an opportunity for your management team to shine
  • Builds credibility and trust with potential buyers
  • Opens the door for productive negotiation and higher valuations

What should be included in your management presentation?

Creating a persuasive management presentation requires a delicate balance of storytelling, data analysis, and showcasing your management team’s expertise. Here are the key points to include:

  • Company overview : Introduce your business, its history, vision, mission, and core values. Paint a vivid picture of your company’s unique identity and culture. Include your product / service offerings, organization structure, target customers, and geographic reach.
  • Market and industry analysis : Demonstrate your understanding of the market, including trends, opportunities, and threats. Establish your company’s position within the industry, and outline your competitive advantages . Include a SWOT analysis to further emphasize your company’s strengths and opportunities.
  • Financial performance : Present historical and projected financial information, emphasizing growth, operating expenses, profitability , and value creation. Include key performance indicators, milestones, and any other relevant financial data. Be transparent about your financial performance to build credibility.
  • Operations and processes : Describe your company’s core operations, processes, and systems , showcasing their efficiency and scalability. Detail your supply chain , manufacturing capabilities, and any intellectual property or proprietary technology you possess.
  • Management team : Highlight the experience, skills, and achievements of your management team, proving they have the ability to lead and grow the business. Include their background, areas of expertise, and any industry recognition or awards they have received.
  • Growth strategy and opportunities: Present a clear and achievable growth strategy, detailing specific initiatives, timelines, and expected results. Include market expansion plans, new product development, or potential mergers and acquisitions.

How do you prepare for a management presentation?

The key to a successful management presentation is preparation. Here’s how to get started:

The best management presentations all have these pieces:

  • Gather data and insights : Collect all relevant financial, operational, and market data to analyze and present in a compelling manner. This includes conducting thorough market research and competitive analysis to showcase your company’s position in the industry.
  • Assemble your team : Involve your management team in the process, ensuring they are comfortable with the presentation’s content and can speak confidently about their areas of expertise. Encourage collaboration and open communication to create a cohesive and engaging presentation.
  • Tell your story: Craft a narrative that captures your company’s unique value proposition, weaving it throughout the presentation to create a memorable and persuasive document. Use anecdotes, examples, and case studies to illustrate your points and bring your story to life.
  • Design an appealing presentation: Prioritize visual appeal by using a clean and professional design, incorporating visuals like graphs, charts, and images to enhance your presentation. Keep text to a minimum, using bullet points and concise language to convey your message effectively.
  • Practice, practice, practice : Conduct rehearsals with your management team to refine the presentation and ensure everyone is confident in their delivery. Encourage feedback and make any necessary adjustments to improve the overall impact of the presentation.

Biggest mistakes in management presentations

  • Overloading with information : While it’s important to provide a comprehensive view of your business, avoid overwhelming potential buyers with excessive detail. Focus on the most relevant and persuasive information to keep your audience engaged.
  • Neglecting storytelling : Data alone won’t win the hearts of potential buyers. Weave a compelling narrative that brings your business to life, demonstrating its unique value proposition and potential for growth.
  • Underestimating the importance of visuals : A picture is worth a thousand words. Use visuals like graphs, charts, and images to enhance your presentation, making it more memorable and impactful.
  • Ignoring your management team : Your management team is a key selling point. Make sure they are involved in the process, well-prepared, and ready to shine in front of potential buyers.
  • Failing to address potential concerns : Anticipate the questions and concerns potential buyers may have, and address them proactively in your presentation.

Biggest mistakes in management presentations

Frequently asked questions

How long should a management presentation be.

Aim for 30-40 slides, striking a balance between providing comprehensive information and maintaining your audience’s attention. Remember, less is often more.

Should I customize the presentation for each potential buyer?

Absolutely! Tailoring your presentation to the interests and priorities of each potential buyer can make a significant difference in the perceived value of your business .

Consider conducting research on each buyer’s past acquisitions, investment criteria, and strategic objectives to tailor your presentation accordingly.

How can I make my presentation stand out from the competition?

Focus on storytelling, create visually engaging slides, and showcase the unique aspects of your business, such as your management team, innovative processes, or untapped growth opportunities. It should look professionally designed.

Additionally, consider incorporating multimedia elements like video testimonials, customer success stories, or product demonstrations to further engage potential buyers. If possible, I’d say an in person meeting is far preferable to a Zoom equivalent.

Should I seek professional help in creating a management presentation?

If you’re unsure about your ability to create a persuasive and comprehensive presentation, consider engaging the services of an M&A advisor, consultant, or even a professional designer to guide you through the process and ensure your presentation effectively communicates your business’s value.

When should I start preparing my management presentation?

Ideally, begin preparing your management presentation several months before you plan to engage with potential buyers. This will give you ample time to gather data at a detailed level, involve your management team, and craft a compelling narrative that showcases your business’s strengths and opportunities.

How do I handle confidential information in my management presentation?

When sharing sensitive information, it’s crucial to maintain a balance between transparency and confidentiality. Consider providing potential buyers with a high-level overview of your business, reserving more detailed confidential information for subsequent discussions or after signing a non-disclosure agreement ( NDA ).

How do I handle questions or concerns during the presentation?

Encourage an open dialogue with potential buyers and address their questions or concerns as they arise. If you don’t have an immediate answer, assure the buyer that you will follow up with the information they need.

Demonstrating your willingness to engage in conversation and address concerns can help build trust and credibility with potential buyers.

What if I have limited experience with public speaking or presenting?

If you or your management team lack experience with public speaking, consider engaging a presentation coach or enrolling in a public speaking course (like Toastmasters ) to improve your skills.

Practice is also essential – rehearse your presentation multiple times to gain confidence in your delivery and become more comfortable with the content.

How can I gauge the effectiveness of my management presentation?

To assess the effectiveness of your management presentation, consider soliciting feedback from trusted M&A advisors or colleagues.

Analyze the level of engagement, interest, and questions from potential buyers during and after your presentation to identify areas that may need improvement or further clarification.

As we wrap, remember that a well-prepared and persuasive management meeting can be the key to unlocking the true value of your business when it’s time to sell.

By showcasing your company’s strengths, opportunities, and the expertise of your management team, you’ll be well on your way to securing the best possible outcome during the final bidding process.

Now, it’s time to tell your company’s story and make potential buyers believe in your vision.

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Investor & Mentor

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related posts:

SDE vs. EBITDA Adjustments: What Business Owners Should Know

Private sale vs. auction sale: what business owners should know, asset sale vs. share sale: what business owners should know, get in touch.

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Presentation Management 101

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How bad is your presentation management?  It might seem like a pretty direct question, but few of us really know what presentations management is actually about. Let alone how to be any good at it.

Most of us can relate to a plethora of presentations floating around on memory sticks, shared drives, various cloud services, and of course on our trusty desktops. But it’s exactly this organisational ‘system’ which causes us problems when we try to find the best presentation we made a few years back, and our colleagues problems when they promise to send us slides from the last company conference.

Sound familiar? Without having a place where business presentations can go to rest once they’ve been shown off, we’re creating a repetitive work culture. With teams having to re-create the essence of a good slide they saw a while ago. Rather than being able to simply find the slide and repurpose it.

This also carries through to other parts of presentations. Approved logos, fonts and colors fly around without expiry dates and are subject to misuse by well meaning employees who for example, have just returned from their holiday. This makes presentations far more difficult to manage. As not having one place for up to date information means that employees often just use the first thing they find. Presentation management is a way to solve all of these problems, and more.

What is Presentation Management?

Presentation management is a way of structuring how presentations are made, stored, and shared in teams. It is user focused, and ensures that presentations live in a secure and defined place in a company which is super easy to navigate. Some organizations also use this as a place to keep their best presentations, pitch decks, and templates.

On the whole, presentation management for businesses means giving proper thought to three areas:

1. Quantity of Presentations

Storing presentations in a way which is practical and useful to those making them. Dealing with many presentations means having searchable functions such as tagging, or other structures to make it easy to find files in the future.

2. Quality of Presentations

Creating a high level of quality for all presentations in the future. Ensure that all of the materials and guides needed for employees to make the best presentations are in one easy to find place. That way, spontaneous uses of ‘creative license’ can be avoided.

3. Making full use of Previous Presentations

Properly making use of each business presentation ensures that productivity is at its peak, brand guidelines are kept clear, and time is not wasted correcting mistakes, or repeating the same content. This may include keeping centralised presentations for certain events such as health and safety procedures, onboarding new employees, or researching for future presentations.

Getting the most out of presentations can make a big difference in the day to day workings of teams, and can take the place of many external agencies, from new onboarding courses to freelancers who need to know what the company is about, quickly.

Presentation management SlideCamp Slide Library

We all know that finding a presentation that we haven’t cleverly stored on our desktop is a hassle, and trying to find a particular slide can be even worse. It takes up a lot of time opening each presentation we come across to see if it’s in there. But there are numerous ways to combat presentation frustration and locate your whole team’s presentations easily. From company conferences to investor reports, keeping everything in a logical order can make everything much simpler for everyone involved with the right presentation management.

Although finding the best presentation software out there may be on some peoples minds, presentation management doesn’t mean downloading a new program and investing in learning how to use a new piece of software. It can be simple.

Some companies create folders on their shared drives for people to upload their presentations, and make their teams aware of any changes via email. For example – Shared Drive >> Presentation >> Marketing >> Reports >> 2018 >> May

This is probably the simplest way of coming up with a system in which to store your presentations. But is also one of the easiest to have ignored or messed up.

If you believe that using folders is the best route to go down with storing your presentations, try delegating control in certain departments to one individual. By doing so, you shift the responsibility to one employee, who the rest of the team know will be checking up on them with their presentation management.

Some who use folders also make sure to name their presentations with very long titles, so that they’re easier to find later through the search function. For example, instead of twitter-report-2018.ppt changing it to twitter-report-2018-q1-user insights-statistics-RT-likes-mentions-demographics.ppt

Some people don’t like to separate their presentations from other files, because it makes sense to work project by project, or theme by theme. For these teams, having a presentation space for everyone to use might not be the best option. Instead, zipping up files every month may be the right way to handle things.

This is a great presentation management solution for those who want to keep all of their files locally on their computer and also want to be able to save on space.

Given the recent rise of Slack, many people now us it as their go to for information sharing. Whether that’s presentation slides or logo formats, Slack has turned into the hip new storage unit.

Presentation management SlideCamp Slide Library

However, the search function on slack can leave much to be desired. With problems such as searching for a particular report resulting in either getting a thousand results or none. Seldom in between.

But, there are better ways to use slack for your files. One of which is to send important presentations to yourself in a personal message. Another way would be to set up a #presentations-2018 channel for everyone to upload their presentations to. This makes it easier to search, as Slack allows you to search inside specific channels with the in: command.

Having a natural place where every presentation is stored can bring value to some teams. Not having to search around for a memory stick, or worry about corrupted files can take an extra layer off the unnecessary stress that comes with certain presentations. In most cloud platforms, the ability to share PowerPoints with colleagues or departments is also a great asset, meaning that information can be easily shared, but still with elements of privacy if needed.

Another good use of cloud services regarding business presentations is to keep a folder of all the company templates which are up to date. This allows for an element of control for the design team in presentation management, and also a way to keep everyone on the right page.

But not every cloud has a silver lining. Some people feel that uploading presentations to cloud services isn’t secure enough, or company policy dictates that there is no cloud approved server. Leaving individuals having to look elsewhere.

Multiple Platforms

Using lots of different platforms is another method which is commonly used by businesses. It’s often favoured by those who have trouble with business presentations from different departments being mixed up. For some this method works well as it stops files being confused with others, updated or deleted. It also allows teams to designate someone to be in charge of each platform without having to take on the responsibility of everything.

However, for some teams this can cause a lack of accountability, and increase the chances of not storing their presentations where they should be.

Email Presentations to Yourself

Perhaps one of the most common ‘storage’ system out there – email. Sending presentations to yourself by email is a common trick used by many individuals who want to save on hard disk space without using a cloud platform.

To make the most of this technique, you can easily ‘tag’ your emails by writing all they key words which may one day help you to find that presentation again.

For instance, if you’re sending a marketing report from your latest twitter campaign in an attachment, your email may read ‘Twitter, Social Media, Report, Q1 2018, Presentation etc. ’ But remember that although this may work for individuals with a few presentations, there is no ability for you to view all of your presentations side by side for comparison, or use presentation management for teams.

Presentation management SlideCamp Slide Library

Using presentation management also means keeping up a high standard of quality with all your business presentations. This can be made easier by knowing a few tricks of the trade, and working out what would be appropriate to you, your team and your company as a whole. Creating a mix of the solutions below or sticking to one rigid system can be the right solution, depending on the your company, and your needs.

Corporate Templates

Corporate slides are a common sight in business, regardless of the industry. They are used by companies to keep brand guidelines tight, and to ensure that each presentation is kept in a similar style across the company.

They are normally a set of PowerPoint slides with the company colors, fonts and logos built in as standard to every business presentation. All intended to be used by employees across every department. In some companies, these are updated every quarter. In others, only every few years. But regardless of when they are updated, slide templates are rigid, tricky to fit graphs over, and restrictive of color schemes. However, they do the job. So for some companies who don’t make many presentations, corporate templates do the basic task of keeping branding in there somewhere, without much fuss over the specifics of presentation management.

Presentation Templates

Presentation management SlideCamp Slide Library

Presentation templates are usually a set of 30-50 sides which have many different formats. From charts to data, and processes to a who’s who of team members. Creating well formatted sides can be difficult to create from scratch, so having something to work from with an appropriate, and Keynote or PowerPoint friendly design can be a great asset when weighing up the right presentation management solution.

Although individuals may find benefit in having such presentation templates stored on their desktop, being able to cut and paste slides wherever and whenever necessary, this is not a sustainable solution for large teams who consistently need slides for various purposes.

However, if you’re the only person creating presentations in your company, you might want to take a look at Improve Presentation for hundreds of fully editable pitch decks.

Management Systems

Some organisations choose to document every presentation, file, picture etc. in one place. Allowing desktop space to be freed, and data to be updated continuously. This empowers companies who struggle with keeping employees aware of updates to make sure everyone is using the latest data. Whilst also ensuring they are making good quality presentations with the right information.

In keeping a management system active for all company data which is intended to be shared, companies usually choose from DMS, CMS or ECM depending on their needs. These management systems vary by the needs of the company. From ECM systems, which concentrate on extensive documentation, delivery, managing and storing, to DMS which acts more like a filing cabinet for slides, allowing for individuals to quickly locate files in a more organized system than available locally on drives.

If you need to store more than presentations in a logical way, presentation management can be incorporated into such systems easily instead of using the best presentation software which will only help with part of the problem.

PowerPoint Version Control

PowerPoint version control is a function often overlooked by companies who rely on PowerPoint for their presentation making. It’s a way for employees to keep one master version of a presentation. Instead of having many of the revisions take up space, and potentially cause problems when presenting the most recent updates of data. Employees can use PowerPoint version control to send their business presentations for review, whilst still keeping the original. Or, they can send it to co-workers for edits, all the while having the clean master version.

Simply open the original presentation, then click review >> compare and follow the onscreen instructions to complete the merging process between PowerPoint files.

Presentation People

Keeping track of the quality of presentations can also be measured by an element found in every office – people. Presentation people, or as they’re less fondly known if they do a bad job – ‘presentation police’, can work to ensure employees know that the quality and style of every presentation must always be kept on point.

Some businesses opt for having presentations scored, but that doesn’t work for all teams. Others work on a system of rewards or bonuses for quality presentations, or their own system which has proved efficient before.

Another way companies keep presentations manageable is to designate different members to certain types of business presentations. For example, having John in charge of ensuring that all financial reports are presented with up to date information, whilst Sarah is charged with keeping client reporting up to scratch.

Making full use of previous Presentations

Presentation management SlideCamp Slide Library

Using presentations to their full potential can cause some serious ‘ Ah ha! ’ moments in some offices. This is mostly because presentations are not really anyone’s favorite thing to do, and the idea of using PowerPoint for another purpose may seem ridiculous. And that’s before even considering the problems of trying to actually locate presentation files.

But once the quality of presentations is improved, the other uses of presentations become clearer. From on boarding new employees, to researching for the next investor update, presentations can be a great way to get a current handle of what is going on in the company.

...once the quality of presentations is improved, the other uses of presentations become clearer. Click To Tweet

Managers and Presentation Management

Management can often find presentation organization a little daunting. There are so many business presentations made everyday, that coming up with a universal solution can seem difficult. And no-one wants to be seen as unofficial branding police for presentation management. Many managers face the presentation decision that perhaps having a good office atmosphere is worth taking the responsibility for the odd bad presentation.

But not all managers find this a difficult decision. Many also ensure that their team are always up to date with the presentation content. But the price to pay is that they are investing time which they could spend working on other projects, instead of presentation management.

Managers can also become a key focus point for presentation related questions, as they often watch most of the presentations themselves, and can act as a good knowledge base of where to start looking for the right information.

Best Presentations

Companies must have a set of best in class presentations for employees to aim for. If your team have no idea what to work towards, creative licenses will be used not only in the presentations themselves, but also in where they store them. If your team don’t have a location where your business templates or other presentation materials are kept, you’re missing a trick, and you’re likely to be causing an organizational mess. Although finding the best presentation software out there is the right answer for some, it’s also possible that you just need to find the right storage method for your PowerPoints.

Having a place where you show best practises also serves another purpose. It allows departments to give praise to certain employees, whilst also encouraging others to look up to them for great presentation skills. Keeping your best-in class presentations clear is a must for all companies, both large and small if you want to get employees presenting perfectly.

Catching up Employees

Catching up employees is also a common problem in some companies. From annual leave to unexpected absences, getting everyone on the same page at the same time can be hard. Some businesses use the PowerPoints created since the employee has been away as an audio visual tool for the explanation of events. This allows companies to not skip any changes and not have to spend a morning attempting to recollect events.

By having an upload point for your presentations, catching up those who have been away can become a much simpler process. Whilst also making it easier for the individuals themselves to remember all the events which have happened. Best of all, this would come at no extra cost chasing down presentations, or time wasted having to remember everything that has happened.

Keeping all your Presentations in one Place

Having your presentations easily accessible is great, but what about individual slides? Keeping individual slides for charts, quotes, maps and everything else your team might need is pretty much impossible to do on your own.

But, we have come up with a solution for that problem – google images for presentation slides. In fact an entire library of company branded slides on an online platform for you and your team to access 24/7.

Presentation management SlideCamp Slide Library

It’s called SlideCamp , and it’s where managers have control over every presentation, which means being able to oversee that quality, quantity and proper use of presentations is always being handed well.

1. Quantity

The quantity of presentations in any team builds up over time, or can come crashing down like an avalanche when a company conference comes up. SlideCamp comes with an upload and search function, which doesn’t just allow you to search the title and tags of every presentation, but also the content within each individual slide. Permissions and sharing features are also available to ensure that the quantity of presentations can be kept under control. Whilst newly created presentations can live in one online location, rather than in many across the company.

Teams often struggle with keeping the quality of presentations the same across the board. With employees each having a different individual take on what the company branded template should really look like. But by using SlideCamp’s slide library the quality of presentations will stay at the same professional level. Creative employees will be able to display information in different ways rather than go off brand, and any new need of creativity can be channeled by simply requesting a new slide template from us.

Repurposing presentations for different functions is also important to managing presentations properly. SlideCamp enables you and your team to share links to your presentations instead of having files clog up your company computers with many versions of the same thing. At the same time managers are also in a much better position to proofread presentations before they are made, catch-up employees who have been away, and give a boost to productivity when lost time in presentation design is no longer an issue amongst their team.

Making presentations manageable will have different solutions for different teams. But by putting aside a little time to consider quantity, quality and proper use of presentation slides, you’re sure to improve your presentation process for your whole company.

Problem: We have too many presentation files flying around everywhere, with no sustainable organizational solution in sight.

Solution: Addressing quality, quantity, and making full use of every presentation results in using presentation management to sort everything out. From zipping up files to cloud services, and presentation police to Slack, this article explores the various ways other businesses out there make their presentations manageable.

Presentation management SlideCamp Slide Library

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Facility for Rare Isotope Beams

At michigan state university, frib project team receives secretary of energy’s achievement award.

The FRIB Project team received a U.S. Department of Energy’s (DOE) Secretary of Energy Achievement Award—DOE’s highest form of employee recognition for achievements—at the annual Secretary’s Honor Awards ceremony held 20 February. The event included an address from U.S. Secretary of Energy Jennifer M. Granholm and award presentations from Deputy Secretary David M. Turk. 

The Secretary’s Honor Awards are given every year to individuals and teams whose service has gone above and beyond expectations and for contributions having lasting impacts on both DOE and the United States. These awards are among the highest forms of internal, non-monetary recognition DOE federal and contractor employees can receive. The DOE Office of Science nominated the FRIB Project team for the award.

“I would like to recognize the Facility for Rare Isotope Beams—FRIB—for their exceptional project planning skills, discipline in project management, and resilience in the face of unforeseen challenges to successfully complete the 14-year construction of FRIB—on cost and ahead of schedule,” said Under Secretary for Science and Innovation Geri Richmond. “FRIB was designed to be the most powerful heavy ion accelerator in the world for the production of short-lived nuclei. Its construction allows for 85 percent of all isotopes predicted to exist in nature to be accessed, more than 2.5 times the number of isotopes previously even known. This new Office of Science user facility has an interactive user community of over 1,800 scientists, and the successful construction of FRIB opens new research and technical horizons, significantly advancing multiple DOE missions and underpinning the future science and technology leadership, security, and competitiveness of the United States.”

FRIB, which began construction in May 2009, was completed in January 2022 and officially opened in May 2022.

“We are honored to receive this meaningful recognition, and grateful for the continued support of the U.S. government and the American taxpayers to operate FRIB in service to the nation,” said FRIB Laboratory Director Thomas Glasmacher. “This award truly is for the entire FRIB Project team, without whom there would be no FRIB, which we are privileged to operate as a U.S. Department of Energy Office of Science user facility, enabling scientists to make discoveries.”

FRIB Laboratory Director Thomas Glasmacher, former Project Manager and Deputy Laboratory Director Paul Mantica, former Scientific Director Brad Sherrill, Experimental Systems Director Georg Bollen, and Accelerator Systems Division Director Jie Wei accepted the award on behalf of the FRIB Project team.

Michigan State University operates FRIB as a user facility for the DOE Office of Science (DOE-SC), supporting the mission of the DOE-SC Office of Nuclear Physics. Hosting what is designed to be the most powerful heavy-ion accelerator, FRIB enables scientists to make discoveries about the properties of rare isotopes (that is, short-lived nuclei not normally found on Earth), nuclear astrophysics, fundamental interactions, and applications for society, including in medicine, homeland security, and industry.

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