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How to Write an Effective Quarterly Business Review

If you are walking down the street to establish yourself as a business advisor, there are some aspects that you will have to pay attention to. The Quarterly Business Review is an important concept you would need to ponder upon. Let’s take a quick look at what these reviews are and their importance.

What is a Quarterly Business Review?

A Quarterly Business Review, or QBR , is a discussion meeting that you have with your customers on a quarterly basis. The focal point of this meeting is not just to check what goals you have met and what’s outstanding. Instead, it revolves around the client’s business and what can be done to escalate its growth. The sole aim of a QBR is to understand the potential of the business, the opportunities and markets it can tap into, and the long-term goals that can be achieved.

With a quarterly business review, you get a chance to understand the client’s vision and a window to craft your plan to help them out. Documenting the QBR and showing interest in your client’s business plans help you become a trusted business advisor. And that’s why they are so crucial.

A quarterly business review is also an option to unveil hidden business opportunities. For example, if a customer shows interest in hiring two new talents in the upcoming quarter, you can include an IT budget and talk about software, computers, and training resources that will be required for on boarding those two employees.

In the long run, this report will help to understand the usage trends, budget and IT demands.

During the initial stages of a company’s growth, your client will need to interact with his customers more often. In the early stages, there will be lesser customers so building one-to-one relationships will be easier and more effective.

Bottom line here is that QBR ‘s are hugely beneficial for everyone – you, your clients, and your clients’ customers. They help strengthen the partnership between a business and its customers.

Setting an Agenda for a QBR

It is very important to set an agenda for a QBR meeting, as it will help you in many ways, especially when you come to the point of documenting it in a report format.

If you go into a QBR without a concrete set of goals and a pathway to achieve them, you’ll only end up wasting more time. It will not add value to your client’s business, nor will it help you showcase your services in a better light.

Make sure you set the agenda right in order to gain a better understanding of your client’s business objectives. This is more than just another conference call to shoot the breeze, and that is what you should be clear about.

Craft an agenda and make sure all parties anticipated to attend, receive it well ahead in time. This will minimize any chances of the meeting being derailed.

Also, create a QBR outline that includes the main subjects, which needs to be discussed. You should have all pointers laid out before the meeting commences.

How to run a QBR successfully

Running a QBR effectively may often seem to be a tricky task. However, it is mostly a cakewalk and beneficial if done in the right way. It is important to document the steps of what is needed from every participant. Following are a few things that you must keep in mind so as to run a QBR successfully:

• Keep a record of who’s attending and their respective roles in the meeting.
• Make a list of the pre-requisites, the reports that should be created, the metrics that need to be pulled out and the main goals to be discussed.
• Decide upon the format of the Customer Success QBR and the tools that you plan on using in the process.
• Choose the PowerPoint templates , structure and elements that will be used to create the QBR presentation.
• Set the agenda as discussed above.

Tips to Writing a Professional Business Review

While showcasing the QBR, it is important to present the KPIs that make the most sense, while making sure you add your own unique punch to it. Following are some important tips that you must keep in mind while writing a professional quarterly business review:

1. Be a Storyteller:

Create a storyline and engage the audience leveraging the art of storytelling in your presentation . Present a problem to be resolved. Make a structure where every part of the story does its work and has an interactive flow to it. The beginning should be introductory while the middle part should push the vision and demonstrate your plan to help the client achieve its goals. The conclusion should have the final solution mentioned clearly.

2. Review the KPIs:

The client strategy meetings and review reports should always be started with KPIs . Knowing the current state of achievement of all the important indicators of your customer, plus those indicators your are involved, is essential to describe real status and plan for the future. Generally, indicators are built to control plans and force actions (for example, budget KPI help to force organizations to spend accordingly to their plans). Make sure you have a detailed action plan that backs up the indicators status.

3. The Nine-Minute Rule:

Divide your presentation into two parts: an initial summary that covers all of the important details and is done in nine minutes or fewer, followed by a detailed session. Humans tend to lose interest in a presentation after the first ten minutes , which is why it is important you have the crux mapped out in the initial summary of the QBR.

4. Highlight Real Results:

Use stats and facts to showcase the results that have been achieved. Don’t use indefinite terms and metrics. These will only reduce the value of the quarterly business review and make it sound vague.

5. Make it Crisp and Consistent:

There is no point in going on and on with the presentation if it does not lay the right impact and hits the chords. The PowerPoint slides should be consistent and the theme should please the audience.

These 5 important pointers can help to prepare an effective QBR.

Quarterly Business Review Mistakes to Avoid

Many business advisers repeat some mistakes that are main reasons behind the sinking of a QBR. Following are the ones that you should avoid:

• Steer clear of thorough discussions about anything that is negative. You should lay emphasis on the successes more than the failures.
• Choosing a defensive approach if the customer brings up any issues or challenges is another mistake that you should avoid. Address the queries in an amicable and accepting way.
• Not paying enough attention to the 9-minute rule and lingering on with the meeting for longer than an hour is a big NO!

Now that we have discussed the important aspects of a QBR, let’s walk you across the importance of PowerPoint presentation.

Using PowerPoint Presentation for a Quarterly Business Review

Having the right QBR presentation template can help to boost the effectiveness of a Quarterly Business Review. A part from that, following a pre designed theme with a professional layout will make it easier to structure and order the content in a way that is easy to present to an executive audience.

1. Quarterly Business Review PowerPoint Templates

With a business review PowerPoint template you can create professional-looking quarterly reports and annual Business Reviews. These provide a structured theme to present every corporate area with data-driven charts and infographics. Such templates provide top of the line, 100% editable PowerPoint Charts and vector to create impressive infographics & visual content. These representations are ideal for summarizing strong numeric information. You can impress your audience and create professional QBRs quite effectively and seamlessly.

Use This Template

2. Light Business Quarterly Business Review Templates

If you need a more generic PowerPoint Template, you can use the Light Business PowerPoint template and adapt ts content to your QBR topics. You have a business theme that matched professional environments ready to be edited with your own content.

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9-Minute Rule, Business Presentations, QBR, Quarterly Business Review Filed under Presentation Ideas

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7 Surefire Tips to Nail Your Next Quarterly Business Review Presentation

If the best part about preparing your next quarterly business review presentation is that you only have to do it four times a year, you’re not alone. Sadly, most of your colleagues probably share your dread when it comes to attending yet another QBR. 

While a vital element of modern business that presents key performance metrics, the quarterly business review presentation is tedious to create and often even more mind-numbingly dull to attend.

A QBR isn’t just any other business meeting where you discuss performance data and goals. A QBR presentation examines not only the present state of a company, but also its opportunities and potential. A successful quarterly business review should leave attendees excited about a company, not glad the presentation is finally over.

Nervous about how to run a cross-functional quarterly business review presentation? Want to design a quarterly business review presentation that intrigues and inspires clients and colleagues? Check out the following seven tips to nail your next quarterly business review presentation:

1. Tell a story

People respond to stories, that’s just a fact of humanity since the dawn of time. Don’t just bombard your QBR audience with data. Instead, tell the company’s story over the past three months. 

With the company as the protagonist, weave a tale complete with a problem, conflict or challenge and its solution or resolution. Just as in the most riveting novels, the QBR story should include an introduction that sets the scene, a middle where the action happens and a conclusion that provides its resolution. Don’t worry if you’re stumped, just look for effective story ideas from quarterly business review templates and other presentation templates curated by Beautiful.ai’s best designers.

2. Make it clear and concise

Remember, most people don’t walk into a quarterly business meeting expecting to be excited or inspired, so one recipe for success is keeping the presentation short, sweet and to the point. After about 10 minutes, minds will begin to wander. 

Still, that doesn’t mean you have to keep your presentation quite so brief. Include a summary of your key points in the first few minutes, followed by all the nitty-gritty details. Likewise, be sure your data is clearly presented by illustrating metrics with engaging infographics.

3. Choose the right slides

You won’t impress anyone with yet another dime-a-dozen PowerPoint-esque frankendeck . Keep audiences interested with a variety of slides, infographics and visual effects, but also ensure you’re choosing the right slides to present your information. After all, trying to illustrate a schedule with a pie chart or profit margins on a flowchart , for example, is only going to leave your audience scratching its collective head. 

Fortunately, you can save time and prevent a headache by choosing from Beautiful.ai’s library of presentation templates , including quarterly business review presentation templates, and customizable smart slide templates . Choose from curated presentation templates created just for team meetings and business reviews . Then, just add your content and watch our artificial intelligence-powered presentation software adjust the format based on professionally recommended principles of good design .

4. Define your KPIs

How does your company define success? Every quarterly business review must include the business’ key performance indicators, which measure the company’s progress toward goals. Those KPIs could include metrics like customer acquisition and retention, sales, returns on investment, profits and losses, just to name a few. Displaying the KPIs through appropriate infographics can make the data come alive and refocus audience attention.

5. Include real results

When reviewing a company’s quarterly results, be direct and don’t sugarcoat the facts. Instead of relying on vague or indefinite terms like “most” or “best,” provide your audience with specific results. 

Infographics are particularly useful in presenting real results, and Beautiful.ai users can take advantage of a host of smart slide templates featuring all sorts of useful infographics. Just enter your data and watch the infographic transform before your very eyes. 

At the same time, don’t sugarcoat challenges or even failures experienced in the preceding quarter. If the company failed to meet a goal, admit as much and briefly examine why.

6. Discuss wins, challenges and opportunities

What worked for the company over the past quarter, and where could the business improve? Any successful QBR presentation will highlight the company’s wins, challenges and opportunities, thereby drawing attention to what the business should start, stop and continue. How did the company succeed, and what didn’t achieve the desired results? What can be learned from those missed opportunities?

7. Focus on the future

A quarterly business review doesn’t merely summarize the company’s performance over the prior three months, it also focuses on business goals for the future. In fact, the most successful QBR presentations will dedicate about half of their time to how the quarter’s results will impact the company’s future initiatives.

Samantha Pratt Lile

Samantha is an independent journalist, editor, blogger and content manager. Examples of her published work can be found at sites including the Huffington Post, Thrive Global, and Buzzfeed.

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Published September 10, 2020

How to do a successful quarterly business review (qbr) meeting: 10 expert tips.

Here, we have listed the top 10 expert tips for conducting QBR meeting successfully to evaluate the performance of your clients made in the last quarter.

Just to recap, a QBR is a quarterly meeting you hold with your clients to review all the progress made in the last quarter and to share a plan. The plan is about how you can help clients derive more value from your product.This sounds straightforward, but it’s easier said than done. When you set out for the actual preparation and execution, there are many nuances you discover like: What metrics to use? Which section to expand? And which ones to keep short? The list of questions is endless.No matter how immersive your presentation is, the end goal of this meeting is to strengthen the relationship with the client. This meeting is the most important occasion to win their confidence and, thereby, ensure their contract renewal.So, let’s get straight to the tips that will help you successfully conduct this meeting.

1. Invite the right personnel.

The QBR meeting should be with the key, customer-focused stakeholders. In a nutshell, it should be someone who can make informed decisions on strategic initiatives in the best interest of the customer and business.The importance of QBR can only be realized by giving an abstract view of the whole quarter’s performance. This meeting doesn’t go into the day-to-day details but gives a holistic picture of the path traversed.

2. Start with the client’s goals.

If you are setting up a QBR meeting and are unaware of your client’s goals, you are unlikely to be successful at driving value. After sharing the Quarterly Business Review meeting agenda, client goals must be the first thing you should talk about. Ideally, these are set during the strategic discussions in the onboarding phase between the client and CSM.If your client does not have a specific, measurable goal, it’s your job to bring it out. If they say they’re happy with the increasing customer engagement, ask them for more details. You should ask specifically about the increase in the number of their daily active users, the increase in product adoption rate, etc.Consider the metrics you must compare between their goals and accomplishments.

3. Next, consider the KPIs.

Once you have recapped the goals in the meeting, your next job is to show your performance toward achieving them. Use the right key performance indicators to offer only the most valuable insights.It’s easy to get lost in vanity metrics especially when dealing with loads of quantitative data, but be patient and avoid showing them all. The impact you can achieve with just two or three KPIs can be far more significant than the cumulative effect of multiple metrics. Keep it clean. Keep it simple. And most importantly, keep it value-focused!

4. Show achievements.

Besides showing them how they’re reaching their goals through your product, you can also boost their confidence by showing them the achievements they’ve made as well. Explain how they achieved those results through your product, including what worked and what didn’t work.

5. Inform them of challenges ahead.

You must also inform the clients of what challenges you face while helping them achieve their goals. And explain what measures you took to overcome them.Also, demonstrate why you couldn’t overcome certain challenges. What collaboration and support do you need from them? This should be explained clearly so that they get a clear sense of their responsibility in achieving business outcomes.

6. Share underlying opportunities.

The challenges discussed in the previous steps must be succeeded by opportunities ahead. This is the chance for you to cover up the gaps identified. Explain the ways you are going to transform those challenges into opportunities . Also, go into detail on the added benefits of overcoming the challenges. State all your needs from their end required for future opportunities.

7. Outline a roadmap for the future.

Take cues from achievements, challenges, and opportunities, and create a roadmap for the future. Show your clients what areas you will be working on in the next quarter.This roadmap is a crucial step, especially if you’re in a subscription-based business . A roadmap keeps the customer aligned with your plans and ensures contract renewal. Without it, they may have nothing solid to bank on for further renewals.

8. Discuss value rather than tickets.

A common mistake most professionals make in QBRs is that they discuss some specific ticket or features of their product. And this doesn’t interest your customers.They want to understand the value you are delivering to them. The best example would be to show saved costs through your product, the net increase in their customer acquisition, etc. These are the numbers they care about and they also care about the results and goals obtained in the whole quarter. So, don’t waste their time; keep the meeting focused on the value received.

9. Identify new opportunities.

Pay close attention to anything a customer shares about their experience. It could be challenges, feedback , or maybe even a complaint. Avoid becoming defensive and open up a positive space for further understanding. These discussions allow you to upsell or cross-sell them on a different solution or plan you offer that can solve their problem. But keep in mind, it should feel natural, not forced or out-of-touch with your customer’s experience.

10. Leave some time for questions.

If the session is 60 to 90 minutes, then it’s better to leave around 20 to 30 minutes for a short Q&A session. This time will help you gauge the happiness index of your customer.Get a sense of how likely they will renew their subscription for the next quarter. If there is a red alert, it acts as an early warning of churn for your company. Based on that, you can take proactive measures to prevent churn.On a positive note, it can also help you know how much they have absorbed from your Quarterly Business Review presentation and how motivated they sound for the future roadmap you have shown them.

QBR Meeting FAQs

Q 1: What makes QBR important?

A 1: Here are some of the reasons that make QBR important for a B2B SaaS organization:

• It strengthens the customer relationships by touching base and reinforcing the business relationship with the customers. This is not just an occasion to socialize; it is also an opportunity to have a crucial exchange of information that can result in real action and desirable outcomes for the customers.
• When you conduct regular QBR, it becomes easier to scrutinize the business requirements and objectives by doing necessary adjustments. Customers are also updated about your business and product development, making it easier for you to plan for the future.
• By strengthening the relationship with the customers, you ensure better customer retention. It can even result in a far better outcome if you are doing it for the first time. The additional attention to the customer needs will make them stick around for a very long time.
• By conducting QBR, you depict your need to be adjustable when it comes to achieving your company objectives.
• Conducting regular QBR results in insightful details of the business. In the QBR meeting discussions, you can make necessary adjustments to ensure better customer experiences for everyone.

Q 2: What is the major difference between QBR and Sales QBR?

A 2: When we talk about the term QBR, we are referring to sales QBR. A customer success QBR also has the same purpose; however, it consists of a different hierarchy of people. In the customer success QBR meeting, the customer success team hosts the review with the customer. The objective of the meeting is to comprehend the different ways the products and services of the organization have benefitted the customer in the last quarter, the different issues they faced (if any), and how they can enhance the benefits even more in the next quarter.

While sales QBR is the leadership teams’ opportunity to connect with the sales reps, it indulges in significant sales metrics, scrutinizing the numbers, deciphering the things that went the right way, and what can be improved moving forward in the next quarter. The person running such a QBR will ask each sales rep to provide information about their quarterly results and briefly explain what and why it happened. The leader will also ask to enquire about their forecast for the next quarter. They will discuss the team strategies, objectives, and other critical information about the forthcoming months.

Q 3: What needs to be covered in QBR?

A 3: Here is a list of things that need to be covered in QBR:

• Past objectives
• Key Performance Indicators (KPIs)
• Opportunities
• Future steps that need to be taken

Q 4: Can you enumerate the common QBR meeting agenda items?

A 4: Here are some of the common QBR meeting agenda items:

• Review past goals and KPIs
• Showcase the achievements
• Educate stakeholders about the forthcoming challenges
• Share the opportunities that lie ahead
• Prepare a roadmap for the future objectives to be achieved in the next quarter

Quarterly Business Review Mistakes to Avoid

#mistake 1: monologue meetings.

It’s no good to see meetings that are nothing less than a scripted monologue, and it’s not only exhausting in nature but isn’t beneficial either. And that is why most top-level customer success managers try to adopt two-way communication. They ask the ‘especially silent’ ones to actively participate in the discussion.

#Mistake 2: No Verdicts or Course of Actions

The primary target of the QBR meetings is to assist a customer in getting a solution. It’s crucial that you get a consensus on the next course of action. Your customers shouldn’t be left without any clear direction. And as a Customer Success Manager driving the meeting, it’s your responsibility to brainstorm ideas, suggest recommendations, eliminate irrelevant options, and finally call for action.

#Mistake 3: No or Inadequate Pre-Plans

If you have an upcoming QBR meeting, it would not hurt to check with some pre-plans in advance. To achieve this, send a short email on the top priorities to cover. This will help you create an engaging atmosphere and a stellar QBR meeting, steering away from unnecessary confusion.

#Mistake 4: No Follow-Ups

The whole point of the QBR meetings simmers down into nothing without follow-ups. It’s a follow-up that shows the customers that the CSM is thoroughly engaged and can provide a reliable review of the meeting. Also, look at it this way: A meeting is complete only after a successful follow-up.

Using PowerPoint Presentation for a Quarterly Business Review (Templates)

The Quarterly Business Review is a vital tracker that checks whether the goals discussed have been met in the previous quarter and what else can be incorporated in the next one. That’s where an outstanding PowerPoint Presentation comes into play. Here are some notable templates and links to give you the bigger picture.

Peruse this customizable QBR slide sheet to present your business performance. It has been carefully designed to showcase the valuable data and information upfront and sums up the key objectives and results. It suits perfectly for remote online meetings that use video conferencing software. More on that here .

Answer the most crucial elements of your QBR with this template. This PowerPoint Presentation contains Sales Review, Team Review, and KPI Review templates to help you showcase a detailed Business Review to your senior management or client. More on that here .

Use this customizable QBR slide sheet outline with your team members and get a chance to shine and augment performance. You can seamlessly modify each slide to portray vital bits about the market or customers or the succeeding plan for the next QBR meeting. More on that here .

Final Thoughts

These are a few of the most essential tips to keep in mind while preparing for a QBR meeting. Ultimately, you want to remember that this meeting isn’t for your benefit and to list all your good work; it’s for your customer and the value they want and have already received. And if you go into your meeting with this as your driving point, it can be a success for all parties involved.

You might also like:

• What is a Quarterly Business Review (QBR): 5 Choices That Make or Break It –  Includes top choices that you must consider for a QBR.
• To understand how SmartKarrot helps SaaS companies keep and grow loyal customers, Request a Demo .

Stanley Deepak is an accomplished sales and marketing professional with 15+ years of experience. He loves tech products and book reading. He writes on philosophy and culture on LinkedIn.

Published September 10, 2020, Updated September 27, 2022

• QBR meeting ,
• Quarterly Business Review ,
• what is QBR

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How to write an engaging and effective presentation script?

Explore expert tips and techniques to elevate your script, ensuring it resonates with your audience and enhances your message.

Bharti Jain

Delivering presentations

In today's world, presentations are a crucial part of professional communication, whether for pitching a new idea, educating an audience, or persuading potential clients. However, the backbone of any successful presentation is its script. A well-crafted presentation script can captivate your audience and deliver your message effectively. In this blog, we’ll explore the intricacies of crafting such a presentation that not only delivers information but also engages your audience, drawing insights from the tools and strategies provided by Prezent.

What is a presentation script?

It is much more than a mere set of words to be read or spoken; it is a strategic narrative designed to communicate ideas effectively. It’s the roadmap of your presentation content, detailing every turn of your story, every fact you want to highlight, and every emotion you wish to evoke. A well-written script aligns with your visuals and delivery, creating a harmonious and impactful presentation.

Here’s an example of presentation script containing key points only:

What are the key elements of a compelling presentation script?

When we talk about crafting a presentation script that captivates and engages, it's essential to focus on the following elements.

1. Write a script with a clear objective

It's a common misconception that the sole purpose is just to relay whatever is on your mind. Every presentation has a specific goal, and it's crucial to identify this goal right from the start. Are you looking to inform, persuade, inspire, or motivate your audience?

For example, if your goal is to persuade your audience, you need an approach as if you're a lawyer making a closing argument. This means your script should be filled with strong, convincing evidence and delivered in a tone that's persuasive and compelling. On the other hand, if your aim is to inform, it should resemble a teacher's lesson plan: well-organized, clear, and educational. Here, the focus is on clarity and thoroughness.

2. Audience-centric approach

Tailoring your content to resonate with your audience's interests and level of understanding is crucial. It’s similar to a chef knowing his diners' preferences before crafting a menu.

For example, If your audience comprises young entrepreneurs, using startup success stories and Silicon Valley anecdotes can make your content more relatable and engaging.

Ignoring the audience’s background and interests is like serving a steak to a vegetarian – it just won’t connect. So you need to ensure that you get your audience to listen.

3. Need to write a strong narrative

A strong narrative structure in your script is essential – consider it the spine of your presentation. It should have a compelling introduction (like the opening scene of a gripping movie), an informative body (similar to the plot development of a novel), and a memorable conclusion (the final scene that leaves the audience thinking).

For instance, Steve Jobs’ iconic iPhone launch presentation in 2007 masterfully followed this structure in his presentation speech, captivating the audience from start to finish.

4. Emotional engagement

Creating an emotional connection with the audience can be achieved through storytelling , anecdotes, or humor.

Take, for instance, the iconic "I Have a Dream" speech by Martin Luther King Jr. His powerful storytelling and emotional appeal transformed statistical data about racial injustice into a palpable narrative that moved an entire nation.

Similarly, humor can play a significant role in keeping the audience engaged. Ellen DeGeneres' commencement speech at Tulane University in 2009 is a prime example. She skillfully blended humor with her personal life story, especially her struggles and achievements.

5. Simplicity and clarity

Conveying your ideas in a straightforward and understandable manner is vital. Think of it as the principle of KISS (Keep It Simple, Stupid). Your presentation should be like clear, concise instructions, not a complex, hard-to-decipher manual. Avoid jargon and technical terms unless absolutely necessary.

Remember, Albert Einstein once said,

If you can't explain it simply, you don't understand it well enough.

Your script should reflect clarity of thought and simplicity of expression.

How to write a presentation script that is effective?

Crafting an engaging presentation script is a multifaceted process that requires attention to detail, a deep understanding of your subject, and a keen sense of audience engagement. Here are some crucial strategies that you should know:

1. In-depth research

To lay a solid foundation for your presentation, start with comprehensive research. Dive deep into your topic to ensure every aspect of your script is well-informed and accurate. This doesn't mean just skimming through the top Google search results. Explore various sources, from scholarly articles to industry reports, to gather a rich array of information.

This depth of understanding not only boosts the credibility of your presentation but also prepares you to confidently handle any questions that might arise during or after your presentation.

2. Conversational tone

A key aspect of a good script is its tone. Aim for a conversational style – as if you're talking to a friend over coffee rather than memorising & lecturing in a formal setting. This approach makes your presentation more relatable and engaging. Avoid complex jargon and technical terms unless necessary, and instead, opt for simple language that flows smoothly. Think of it like storytelling with data.

Check this example to understand better:

Without conversational tone

“In today's discourse, we shall examine the multifaceted and intricate ramifications of digital transformation on global business paradigms."

With conversational tone

"Let's talk about how digital transformation is changing the way we do business around the world. It's pretty fascinating stuff!"

In the first sentence, the formal tone and complex language create a barrier, making the content feel distant and academic. The second sentence, conversational in nature, uses simple language and a friendly approach, inviting the audience into an engaging discussion.

3. Proper visual integration

Visuals are not just decorations; they are integral to reinforcing your message. While scripting, think about how each segment of your speech can be accompanied by relevant visual aids, whether it's a slide, an infographic, or a short video clip. For instance, when discussing a complex process, a diagram can make it easier for your audience to grasp. The key is to ensure that your visuals complement your words, adding clarity and keeping the audience visually engaged.

4. Interactive elements

Engaging your audience is crucial, and interactive elements can significantly boost this engagement. Incorporate rhetorical questions to provoke thought or invite audience participation at certain junctures. You might include a quick poll, a show of hands, or even a brief Q&A session. These elements transform your presentation from a monologue into a dialogue, making it a two-way interaction that keeps your audience actively involved.

5. Rehearse and practice your presentation

The final and perhaps most critical step for the presenter is to refine and rehearse the script several times . This is where you fine-tune your pacing, adjust your tone, and smooth out any rough edges. Rehearsing out loud, ideally in front of a mirror or a test audience, helps identify parts of the script that may need reworking. Pay attention to timing, pauses, and emphasis on key points. Remember, practice doesn’t just make perfect; it builds confidence, ensuring that when it's showtime, you deliver with poise and impact.

How to enhance the effectiveness of a powerpoint presentation through engaging designs?

The integration of engaging presentation designs in your presentation can significantly boost it's effectiveness. Thoughtfully chosen visuals and layout strategies not only grab attention but also make your message more impactful. Let’s delve into how to achieve this synergy:

1. Slide with complementary visuals

Utilize design elements like relevant images, charts, and infographics that reinforce your script’s message. For example, if you're discussing market growth, a well-designed graph can visually represent the data you're talking about, making complex information more accessible and engaging. The key is to choose visuals that directly support and enhance what you're saying.

2. Consistent theme

Maintaining a consistent design theme throughout your presentation helps in creating a visually cohesive experience and makes your brand image stronger. This includes consistent use of color schemes, fonts, and graphic styles that align with the tone and content of your presentation. A uniform theme not only looks professional but also helps in keeping the audience’s attention focused on your message.

3. Focus on readability

Ensure that any text on your visuals is clear and easy to comprehend. Overloading slides with text can overwhelm your audience. Instead, opt for key phrases or bullet points that complement your spoken words. The text should be large enough to be easily readable from a distance, and the color contrast should make it stand out against the background.

4. Balanced layout

Achieving a balance between visual elements and white space is crucial for a clean and effective slide design. A cluttered slide can distract and confuse your audience, while too much white space may lead to a lack of visual interest. Aim for a layout that emphasizes key elements, using white space to highlight important information without making the slide feel overcrowded.

Expert tips for great presentation speech

Delivering a strong presentation is more than just writing; it involves a nuanced blend of delivery techniques, audience interaction, and adaptability. Here are some expert tips presentation style:

1. Dynamic pacing

Varying the pace of your delivery keeps your audience engaged. For example, slow down during complex topics for better understanding, and speed up during familiar or lighter segments to maintain energy. This dynamic pacing ensures that important points are emphasized and the audience remains attentive throughout.

2. Feedback loop

Gathering feedback on your script and presentation style can offer invaluable insights. It’s like holding a mirror to your performance. Present it  to a small group or a trusted colleague and solicit a honest feedback from your audience. Pay attention to their responses and suggestions - they can help you identify areas for improvement that you might not have noticed on your own.

3. Body language and voice modulation

Being conscious of your non-verbal cues and voice modulation can dramatically enhance the effectiveness of your delivery. Your body language should complement the tone of your message.

For instance, use open gestures for welcoming or inclusive points, and firmer gestures for strong, decisive statements. Similarly, modulate your voice to match the content - a softer tone for sensitive topics, or a stronger, more assertive tone for key arguments. This congruence between your words and your delivery makes your presentation more convincing and engaging.

4. Stay adaptable

Adaptability is crucial in presentations. Sometimes, despite all the planning, the audience's reaction may not be what you expected, or technical issues may arise. Be prepared to improvise your approach on the fly.

For instance, if a particular part of your presentation isn't resonating as expected, be ready to shift gears, perhaps by moving to an interactive Q&A earlier than planned.

Staying adaptable ensures that you maintain control of the presentation, no matter the circumstances.

What are the benefits of a good presentation script?

It enhances your ability to connect with the audience. It serves as a guide, ensuring that you deliver your message in a clear, engaging, and relatable way. When you have a well-crafted script, it's easier to explain complex topics in a way that's easy for everyone to understand. This not only keeps your audience attentive but also makes your presentation more memorable.

Additionally, as the presenter, you get confidence boost. Knowing that you have a solid foundation for your presentation helps reduce anxiety and allows you to focus on delivery. As a result, your message doesn't just get heard; it resonates with the audience, leaving them informed, inspired, and often impressed by the clarity and effectiveness of your communication.

How can Prezent help with great presentation scripts?

Prezent, the communication productivity platform for enterprise teams, can significantly enhance the process of writing and delivering presentation scripts in various ways:

1. Efficiency in slide creation: Prezent's AI capabilities streamline slide creation. With a library of over 35,000 slides , presenters can quickly find and customize them, allowing more time to focus on writing a script with great content and delivery.

2. Consistency and brand alignment: Prezent ensures that all slides adhere to brand guidelines , maintaining a professional and cohesive look throughout the presentation. This consistency is crucial for the visual elements.

3. Enhanced storytelling through visuals: The AI-driven slide creation tools in Prezent suggest visual storytelling elements relevant to the script. This enhances audience engagement and understanding, particularly when complex points need to be conveyed.

4. Best practice examples and learning: Prezent offers a feature of best practice examples – a curated collection of exemplary presentations. These examples showcase industry norms and creative approaches, providing valuable insights into effective presentation styles and structures.

5. Personalized insights with fingerprints: The ' Fingerprints ' feature in helps understand your and your audience's strengths, preferences, and areas for growth. This leads to personalized insights, enhancing communication skills and ensuring that the presentation resonates with the audience. Create your Fingerprint today !.

6. Adaptability to content: Prezent adapts slide design based on the script's content, suggesting appropriate charts for analytical sections or illustrative visuals for narrative parts, ensuring the slides are in perfect harmony.

7. Feedback and improvement suggestions: With its advanced AI capabilities, Prezent can offer feedback and improvement suggestions on both the content and design of the presentation, based on communication and design best practices.

Overall, Prezent acts as a comprehensive tool for enhancing presentation scripts, ensuring that the visual components effectively support and elevate the spoken content, while also offering insights and suggestions for continuous improvement. To see Prezent in action you can sign up for our free trial or book a demo today!

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Keeping track of what is going on in a company is essential to be able to detect potential problems and opportunities in time. To do this, what better than to organize a quarterly meeting in which you can evaluate the financial health of your business. To help you with this task we have created this template, which has a professional, geometric style and cream-colored background. In the titles we have added a touch of color, combining brown and red. We have included phase calendar, charts, timelines, status report, checklist and map.

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How To Write A Presentation 101 | Step-by-Step Guides with Best Examples | 2024 Reveals

Jane Ng • 05 April, 2024 • 11 min read

Is it difficult to start of presentation? You’re standing before a room full of eager listeners, ready to share your knowledge and captivate their attention. But where do you begin? How do you structure your ideas and convey them effectively?

Take a deep breath, and fear not! In this article, we’ll provide a road map on how to write a presentation covering everything from crafting a script to creating an engaging introduction.

So, let’s dive in!

Table of Contents

What is a presentation , what should be in a powerful presentation.

• How To Write A Presentation Script
• How to Write A Presentation Introduction 

Key Takeaways

Tips for better presentation.

• How to start a presentation
• How to introduce yourself

Start in seconds.

Get free templates for your next interactive presentation. Sign up for free and take what you want from the template library!

Presentations are all about connecting with your audience. 

Presenting is a fantastic way to share information, ideas, or arguments with your audience. Think of it as a structured approach to effectively convey your message. And you’ve got options such as slideshows, speeches, demos, videos, and even multimedia presentations!

The purpose of a presentation can vary depending on the situation and what the presenter wants to achieve. 

• In the business world, presentations are commonly used to pitch proposals, share reports, or make sales pitches. 
• In educational settings, presentations are a go-to for teaching or delivering engaging lectures. 
• For conferences, seminars, and public events—presentations are perfect for dishing out information, inspiring folks, or even persuading the audience.

That sounds brilliant. But, how to write a presentation?

• Clear and Engaging Introduction: Start your presentation with a bang! Hook your audience’s attention right from the beginning by using a captivating story, a surprising fact, a thought-provoking question, or a powerful quote. Clearly state the purpose of your presentation and establish a connection with your listeners.
• Well-Structured Content: Organize your content logically and coherently. Divide your presentation into sections or main points and provide smooth transitions between them. Each section should flow seamlessly into the next, creating a cohesive narrative. Use clear headings and subheadings to guide your audience through the presentation.
• Compelling Visuals: Incorporate visual aids, such as images, graphs, or videos, to enhance your presentation. Make sure your visuals are visually appealing, relevant, and easy to understand. Use a clean and uncluttered design with legible fonts and appropriate color schemes. 
• Engaging Delivery: Pay attention to your delivery style and body language. You should maintain eye contact with your audience, use gestures to emphasize key points, and vary your tone of voice to keep the presentation dynamic. 
• Clear and Memorable Conclusion: Leave your audience with a lasting impression by providing a strong closing statement, a call to action, or a thought-provoking question. Make sure your conclusion ties back to your introduction and reinforces the core message of your presentation.

How To Write A Presentation Script (With Examples)

To successfully convey your message to your audience, you must carefully craft and organize your presentation script. Here are steps on how to write a presentation script: 

1/ Understand Your Purpose and Audience

• Clarify the purpose of your presentation. Are you informing, persuading, or entertaining?
• Identify your target audience and their knowledge level, interests, and expectations.
• Define what presentation format you want to use

2/ Outline the Structure of Your Presentation

Strong opening.

Start with an engaging opening that grabs the audience’s attention and introduces your topic. Some types of openings you can use are: 

• Start with a Thought-Provoking Question: “Have you ever…?”
• Begin with a Surprising Fact or Statistic: “Did you know that….?”
• Use a Powerful Quote: “As Maya Angelou once said,….”
• Tell a Compelling Story : “Picture this: You’re standing at….”
• Start with a Bold Statement: “In the fast-paced digital age….”

Main Points

Clearly state your main points or key ideas that you will discuss throughout the presentation.

• Clearly State the Purpose and Main Points: Example: “In this presentation, we will delve into three key areas. First,… Next,… Finally,…. we’ll discuss….”
• Provide Background and Context: Example: “Before we dive into the details, let’s understand the basics of…..”
• Present Supporting Information and Examples: Example: “To illustrate…., let’s look at an example. In,…..”
• Address Counterarguments or Potential Concerns: Example: “While…, we must also consider… .”
• Recap Key Points and Transition to the Next Section: Example: “To summarize, we’ve… Now, let’s shift our focus to…”

Remember to organize your content logically and coherently, ensuring smooth transitions between sections.

You can conclude with a strong closing statement summarizing your main points and leaving a lasting impression. Example: “As we conclude our presentation, it’s clear that… By…., we can….”

3/ Craft Clear and Concise Sentences

Once you’ve outlined your presentation, you need to edit your sentences. Use clear and straightforward language to ensure your message is easily understood.

Alternatively, you can break down complex ideas into simpler concepts and provide clear explanations or examples to aid comprehension.

4/ Use Visual Aids and Supporting Materials

Use supporting materials such as statistics, research findings, or real-life examples to back up your points and make them more compelling. 

• Example: “As you can see from this graph,… This demonstrates….”

5/ Include Engagement Techniques

Incorporate interactive elements to engage your audience, such as Q&A sessions , conducting live polls, or encouraging participation. You can also spin more funs into group, by randomly dividing people into different groups to get more diverse feedbacks!

6/ Rehearse and Revise

• Practice delivering your presentation script to familiarize yourself with the content and improve your delivery.
• Revise and edit your script as needed, removing any unnecessary information or repetitions.

7/ Seek Feedback

You can share your script or deliver a practice presentation to a trusted friend, colleague, or mentor to gather feedback on your script and make adjustments accordingly.

More on Script Presentation

How to Write A Presentation Introduction with Examples

How to write presentations that are engaging and visually appealing? Looking for introduction ideas for the presentation? As mentioned earlier, once you have completed your script, it’s crucial to focus on editing and refining the most critical element—the opening of your presentation – the section that determines whether you can captivate and retain your audience’s attention right from the start. 

Here is a guide on how to craft an opening that grabs your audience’s attention from the very first minute: 

1/ Start with a Hook

To begin, you can choose from five different openings mentioned in the script based on your desired purpose and content. Alternatively, you can opt for the approach that resonates with you the most, and instills your confidence. Remember, the key is to choose a starting point that aligns with your objectives and allows you to deliver your message effectively.

2/ Establish Relevance and Context

Then you should establish the topic of your presentation and explain why it is important or relevant to your audience. Connect the topic to their interests, challenges, or aspirations to create a sense of relevance.

3/ State the Purpose

Clearly articulate the purpose or goal of your presentation. Let the audience know what they can expect to gain or achieve by listening to your presentation.

4/ Preview Your Main Points

Give a brief overview of the main points or sections you will cover in your presentation. It helps the audience understand the structure and flow of your presentation and creates anticipation.

5/ Establish Credibility

Share your expertise or credentials related to the topic to build trust with the audience, such as a brief personal story, relevant experience, or mentioning your professional background.

6/ Engage Emotionally

Connect emotional levels with your audience by appealing to their aspirations, fears, desires, or values. They help create a deeper connection and engagement from the very beginning.

Make sure your introduction is concise and to the point. Avoid unnecessary details or lengthy explanations. Aim for clarity and brevity to maintain the audience’s attention.

For example, Topic: Work-life balance

“Good morning, everyone! Can you imagine waking up each day feeling energized and ready to conquer both your personal and professional pursuits? Well, that’s exactly what we’ll explore today – the wonderful world of work-life balance. In a fast-paced society where work seems to consume every waking hour, it’s vital to find that spot where our careers and personal lives harmoniously coexist. Throughout this presentation, we’ll dive into practical strategies that help us achieve that coveted balance, boost productivity, and nurture our overall well-being. 

But before we dive in, let me share a bit about my journey. As a working professional and a passionate advocate for work-life balance, I have spent years researching and implementing strategies that have transformed my own life. I am excited to share my knowledge and experiences with all of you today, with the hope of inspiring positive change and creating a more fulfilling work-life balance for everyone in this room. So, let’s get started!”

🎉 Check out: How to Start a Presentation?

Whether you’re a seasoned speaker or new to the stage, understanding how to write a presentation that conveys your message effectively is a valuable skill. By following the steps in this guide, you can become a captivating presenter and make your mark in every presentation you deliver.

Additionally, AhaSlides can significantly enhance your presentation’s impact. With AhaSlides, you can use live polls , quizzes , and word cloud to turn your presentation into an engaging and interactive experience. Let’s take a moment to explore our vast template library !

Frequently Asked Questions

How to write a presentation step by step .

You can refer to our step-by-step guide on How To Write A Presentation Script: Understand Your Purpose and Audience Outline the Structure of Your Presentation Craft Clear and Concise Sentences Use Visual Aids and Supporting Material Include Engagement Techniques Rehearse and Revise Seek Feedback

How do you start a presentation? 

You can start with an engaging opening that grabs the audience’s attention and introduces your topic. Consider using one of the following approaches: Start with a Thought-Provoking Question: “Have you ever…?” Begin with a Surprising Fact or Statistic: “Did you know that….?” Use a Powerful Quote: “As Maya Angelou once said,….” Tell a Compelling Story : “Picture this: You’re standing at….” Start with a Bold Statement: “In the fast-paced digital age….”

What are the five parts of a presentation?

When it comes to presentation writing, a typical presentation consists of the following five parts: Introduction: Capturing the audience’s attention, introducing yourself, stating the purpose, and providing an overview. Main Body: Presenting main points, evidence, examples, and arguments. Visual Aids: Using visuals to enhance understanding and engage the audience. Conclusion: Summarizing main points, restating key message, and leaving a memorable takeaway or call to action. Q&A or Discussion: Optional part for addressing questions and encouraging audience participation.

A writer who wants to create practical and valuable content for the audience

Tips to Engage with Polls & Trivia

More from AhaSlides

Blog – Creative Presentations Ideas

infoDiagram visual slide examples, PowerPoint diagrams & icons , PPT tricks & guides

6 Examples of Presenting Business Highlights in Your Annual Report

Last Updated on April 25, 2024 by Anastasia

Need to share information about your company performance and create a comprehensive overview of activities throughout the preceding year? Financial data and key business highlights can contain lots of content and be quite heavy text-wise. Make your annual report easy to understand by using graphs, icons, infographic elements, and data-driven charts.

Annual reports are intended to give shareholders and other interested people information about the company’s operations and financial performance. Prepare that report smoothly using our pre-designed structured slides.

All slide examples presented below can be downloaded as an editable source. Click here to see the Annual Report Company Performance Presentation for PowerPoint .

Get inspired by our visualization examples, which show how you can present selected six business and financial highlights compellingly.

Present the company at a glance and illustrate business highlights in the annual report

Start with outlining key company facts, like global presence, portfolio projects or clients, and satisfied customers. You can easily combine those facts with a shareholding structure pie chart and add a quote from the CEO if you’d like.

Alternatively, use another slide to show your company a glance. You can reuse this template, where we included such business highlights as employment, office subsidiaries, factories, clients, sales, profit products, and brand portfolios. Notice how each fact is illustrated with a symbol. We also added a neutral background picture, which makes this slide more attractive without stealing attention from the content.

Illustrate milestones in a roadmap

Choose the most essential events that influenced your company and show them using a timeline.

In the example above we illustrated six milestones: new IT infrastructure introduction, 3 new products with favorable customer feedback launch, market share achievement, production capacity increase, flagship store opening, and selling over. Each stage is shown with flags and there’s an icon of a mountain as a symbol of accomplishment at the last stage. You can optionally add an illustrative photo on the right or left side of the slide.

Include the top customers’ analysis in the business highlights of the annual report

To recap your best customer profiles you can use a slide like above, containing a short description, revenue achieved, and share in total annual sales.

Focus your audience’s attention on figures. Consider increasing the font size and using a different color from other text.

Create revenue and profit snapshot

The company revenue and profit snapshot slide doesn’t have to be boring and contains lots of text information. We propose a creative way: use gauge data charts dashboard to describe net sales and profitability evolution in 5 years. We included the following indexes: Net Sales, Operating Expenses, EBIDTA, and PBT. You can reuse it to adapt to your needs.

If you look closer, this slide example includes much content, but it is designed in such a way that it’s easy to understand. You can also add your comments and observations aside.

Show next year’s outlook

Illustrate your next year’s business growth outlook using a revenue forecast and 4 focus areas with targets slide. In our example, we focused on the following highlights: E-commerce growth, New Markets, L-4-L growth, and New Product Lines. Each point is illustrated with a suitable symbol. If you’d like to include more elements into the forecast, you better break it down into several slides, not to stuff one too much with the figures.

Create the balance sheet and cash flow statement readable

Such busy long tables usually don’t look good. Make a difference this time – try using such table templates with headers and icons. You can also include comments if needed. Current, Fixed, Intangible, Total Assets, Current, Long-Term Liabilities, and Shareholders’ Equity are the most common elements of the balance sheet, while cash flow from Operations, Investing, and Financing are a part of the cash flow statement.

Guide on how to visualize goals achievement summary slide

Check a quick instruction on how you can present a goals achievement summary as part of your business highlights using simple shapes, icons, and success/failure indications.

1. Replace table content with text in shapes.

A form of table is not the best visual format in this case. Using a PowerPoint shape looks better and is easier to edit, too.

2. Enrich the list with status marks

It’s good to use a consistent set of icons expressing the goal’s achievement.

3. Create an area for comments.

4. Make your infographic look attractive.

Add a background picture and color-coding supporting the meaning of Done and Not Done goals.

See the whole step-by-step guide and other examples here: How to Create an Effective Annual Report and Company Performance Presentation .

Resource: Annual Report Company Performance Presentation

The examples above are only a part of our annual report slide collection. Check our pre-designed annual report deck that incorporates key business highlights example layouts and financial data and present the data in a clear, informative, and visually appealing manner.

The majority of our slides have a space for your text/comments, so it is very easy to extend the presented ideas. We also included detailed instructions on how to alter the content, values, colors, and look and feel of our slides. See the full deck here:

Annual Report Company Performance PPT Presentation

More Design Inspiration

Check out our YouTube channel, where we share practical tips and before-after slide transformations like this:

If you need to focus only on the company’s stock performance and cover financial and sales information during your report, check our blog about visualizing stock financial annual report components.

Use modern graphics to create more consistent slides and communicate your ideas. Want to do even more customizing? Infographics from the collection of professionally designed editable diagram templates might help level up your PowerPoint presentations.

📩 Subscribe to the newsletter  and follow our  YouTube channel  to get more design tips and slide inspiration.

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Stop Scripting Your Speeches

• Joel Schwartzberg

Anyone can read a script. Leaders champion their ideas.

While a speaker’s primary goal is to engage and inspire, many communicators are inclined to write out their speeches because they mistakenly believe their goal is  to be perceived as a fantastic speaker or writer . This mindset has nothing to do with getting your point across or doing your job and sends you down a path of performance (“I want to impress you”), not presentation (“I want to convince you”). Writing a full speech is a process that excludes the audience, whereas delivering a speech with limited notes involves and incorporates the audience into the experience. This concept is critical, because humans are more apt to give attention to speakers who seem to, or actually do, demonstrate a sincere interest in them. Speaking spontaneously, with authentic conviction and awareness, signals that you have  something to say  — a point you feel so strongly about that you’re willing to express it personally and out loud. Anyone can read a script. Leaders champion their ideas.

“Don’t worry,” a coaching client once told me shortly after I saw her rehearse her presentation. “I’ll have it completely written and memorized by next week!”

• JS Joel Schwartzberg oversees executive communications for a major national nonprofit, is a professional presentation coach, and is the author of Get to the Point! Sharpen Your Message and Make Your Words Matter and The Language of Leadership: How to Engage and Inspire Your Team . You can find him on LinkedIn and X. TheJoelTruth

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Walmart Releases Q1 FY25 Earnings

May 16, 2024

Press Center

We're building on our strengths ..

"Our team delivered a great quarter. Around the world, our goal is simple - we’re focused on saving our customers both money and time. It’s inspiring to see how our associates are simultaneously executing the fundamentals and innovating to make shopping with us more enjoyable and convenient. We’re people-led and tech-powered, and that combination is propelling our business."

Doug McMillon

President & CEO, Walmart

Global eCommerce sales

Strength in store-fulfilled pickup and delivery

Global advertising 5

Growth across all segments

Return on assets

Scaling growth investments

Return on investment 6

Disciplined execution on cost

Global inventory

Lower inventory on higher revenue

And, we're delivering

solid earnings growth .

We’re building customer trust by designing convenient, enjoyable omnichannel experiences that deliver what our customers want and need. We’re focused on the clear drivers of value, which is sustaining strength across multiple areas of the business. We’re maintaining the pace of our investments, using automation and operating discipline to drive higher returns.

Our strong results this quarter clearly demonstrate the power of our global omni-retail capabilities and the team’s ability to execute with discipline. As we continue to reshape our business model, we’re focused on strategically investing in areas that reinforce our purpose and growth strategy.

John David Rainey

Executive Vice President & Chief Financial Officer, Walmart

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1  Adjusted EPS is a non-GAAP measure. See additional information at the end of the release regarding non-GAAP financial measures. 2  Adjusted Operating Income is a non-GAAP measure. See additional information at the end of the release regarding non-GAAP financial measures. 3  Comp sales for the 13-week period ended April 26th, 2024 compared to the 13-week period ended April 28th, 2023, and excludes fuel. 4  Constant Currency is a non-GAAP measure. See additional information at the end of the release regarding non-GAAP financial measures. 5  Our global advertising business is recorded in either net sales or as a reduction to cost of sales, depending on the nature of the advertising arrangement. 6  Calculated for the trailing-twelve months ended April 30, 2024. ROI is a non-GAAP measure. See additional information at the end of the release regarding non-GAAP financial measures.

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