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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:

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).

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:

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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Presenting to Management? Be Prepared for the Tough Questions.

• Sabina Nawaz

Take your time, and make every word count.

We’ve often spent hours rehearsing before presenting to upper management, only to freeze when confronted with a tough question from our bosses. All our preparation and carefully curated slides go unacknowledged. It’s our botched responses in the moment that stick.

If you’re presenting to an executive audience, you clearly have credibility, expertise, and a successful track record. You know how to tackle live questions because you can fall back on your knowledge and experience. But how do you field the tough questions from management — the ones you don’t have an answer to?

Consider these tips: First, don’t be too quick to respond after an executive grills you. Pause before you speak to collect yourself. Second, have an abundance mindset to overcome any anxiety you may feel. Once you do speak, provide the bottom line first, not the steps you took to arrive at it. Then, adhere to a word diet. Budgeting your words forces you to be clear and direct.

I don’t understand. How can your numbers be so off?

• Sabina Nawaz is a global CEO coach , leadership keynote speaker, and writer working in over 26 countries. She advises C-level executives in Fortune 500 corporations, government agencies, non-profits, and academic organizations. Sabina has spoken at hundreds of seminars, events, and conferences including TEDx and has written for FastCompany.com , Inc.com , and Forbes.com , in addition to HBR.org. Follow her 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.

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Use a Simple Color Palette

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

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

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

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

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

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

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.

How To Set Your Team Up For Success to Be Better Presenters

You’d be surprised by how many professionals will be required to create a presentation at any given time in their career. While more senior level employees may be more well versed in presentation best practices, not everyone feels comfortable designing and presenting decks. 

We’ve talked about how your team can be better presenters before. But rather than talk about features that help your team, like content control and corporate branding, we’re peeling back a layer. In this blog we’re sharing how you (as a leader) can encourage your team and set them up for success to be better presenters.

Give them the right tools

The first step to a successful presentation? The right tools to get you there. You can’t expect your entire team to be PowerPoint experts if they don’t have the design skills to back it up. It’s likely that they’ll need software that can help take on the burden of design for them so that they can focus on the content within the slides. Luckily, there are various types of presentation software— like Beautiful.ai— that offer intelligent alternatives to the outdated PowerPoint platform. If you give your team the resources they need to design professional presentations, they’ll feel more confident presenting said deck to an audience. We’ll chalk that up as an easy win, and money well spent.

Work better, together

Sometimes different departments need to collaborate on a presentation to ensure that all of the information included in the deck is accurate and up to date. For example, someone from finance may need to add or update a specific metric in a presentation for an upcoming board meeting that the marketing team is preparing. Unlocking better collaboration makes teams more efficient in the presentation creation process, making the end result more effective. Teams can work better together, and increase output quality and quantity. Similarly, working together may help them feel less alone and make it more engaging. Collaborating on presentations can inspire new creative ideas and storytelling that will ultimately make your employees better presenters. 

Create presentations more frequently

The only way you’re going to learn is by doing. And by creating more presentations, you’re bound to get better at designing them. Even in advanced presentation software, the more you can get in there and explore different variations, elements, and nuances, the better. The frequency in which you’re creating presentations has a direct impact on your familiarity with them. Upper-management or team leaders can facilitate this by encouraging employees to create decks for all-hands meetings, departmental updates, or even happy hour ice-breakers. Creating presentations doesn’t have to be a chore. Team leaders can make it fun while requiring decks for even the smallest of meetings to help their colleagues get the hang of it. Creating a company culture around high-quality presentations will yield better results. 

Make company assets more accessible

One of the worst parts of presentation design is trying to wrangle all the right assets and content. In fact, the lack of assets is how many teams will end up with infamous frankendecks. And it can be extremely frustrating and discouraging. To help your team be more successful in their efforts, make sure they have access to all the most recent company assets, slide templates, and information. Afterall, preparation is the key to success and locking in the right content is half the battle. 

Company assets will include things like logo, colors, fonts, company-approved imagery, and any pre-built slides that can be recycled to ensure their presentations are professional and on-brand. Creating a custom Team Theme or a Shared Library in Beautiful.ai is an easy solution to guarantee that every deck is consistent and branded appropriately across each department and team. This also gives individuals more freedom to create their own presentations— knowing that they’ll be aligned with company standards— which can increase their faith in their own skills. 

Encourage public speaking in the office

Of course, having a beautifully designed deck isn’t enough. It’s no secret that many people fear public speaking more than death. A way to help ease the nerves of your team is to encourage more public speaking in internal office settings— or on video calls— so that they’re more comfortable when they have to present to outside audiences. Whether that be round-robin updates during company wide meetings or having one person share a highlight from their week with a corresponding deck— practice makes perfect. Upper-management should follow up with feedback, advice or words of encouragement to make team members feel more comfortable and confident in their presentation abilities. 

Lead by example

If you want your team to be better presenters, lead by example. This means as a manager or executive, you too are creating decks and presenting them when necessary instead of delegating. By getting your hands dirty (so to speak) and showing your team how it’s done you’re establishing the right expectations. They will also feel more comfortable going to you for advice or feedback knowing that you’ve been in the weeds of presentation design before, too. 

Jordan Turner

Jordan is a Bay Area writer, social media manager, and content strategist.

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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.

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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., transform your presentation skills with tailored coaching.

We can help you present brilliantly. Thousands of people have benefitted from our tailored in-house coaching and advice – and we can help you too .

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

Written by Dave Lavinsky

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

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.

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. 

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.

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.

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.

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.

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

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

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

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

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.

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

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12 Strategies to Easily Deliver A Really Great Team Presentation

Last Updated on April 1, 2024 by Lorna Barrow

You have no choice. You do have to organise a team presentation. Let me remind you how you got there.

Because of your networking skills, you got your small business on the very short list of companies to pitch their services to a very big business.

Just when you were thinking that you can handle this, the CEO of the business kinda casually remarked ” by the way, we would love if you could make a team presentation.”

“What?! This woman mad?”

You now have to bring a select group of your employees together to make a hot team presentation. Yes…you can make a fairly decent speech by yourself but pulling a team together? 

I’m sure by now you know, that having 3 or 4 persons presenting  a case, rather than a single person, has now become the rule rather than the exception in business.

So why are you nervous?

Perhaps it’s because you know that when a business, especially a small one, brings a group of their highly skilled professionals together to make a team presentation, the stakes are usually equally high.

Therefore, you need more than speaking skills. You now have to coordinate your in-house talent to speak with one voice. Your business voice. And that requires leadership skills, serious confidence before you speak and some people management.

but the above aside, how would you feel if you could make the best presentation ever and win the contract?

This is where you get lucky. You have access to my over 25 years of public speaking training to help you pull off your best team presentation. Ever!

Here’s how I will help you.

I will tell you what to do before you speak, what to do during the presentation and what you must do after.

If you’re ready, let’s jump right in…

6 strategies to use before you make your team presentation

1.  decide who will be on the team and why.

This seems so obvious that it’s not worth mentioning. Think again!

I’ve seen leaders select people to be part of a team making an important presentation just to “give them a chance to shine” or because “I’m comfortable with him” .

It is true that “Camille” needs to get out of her shell and “Ryan” is easy to get along with. But does that qualify them to be on a team making a presentation to the Ministry of Energy on a new solar plant?

2.  Appoint a leader to coordinate the whole thing

You might not believe this after watching several team presentations – but there is really more to presenting as a team, than each person standing up and speaking.

Even before you get to presenting, you must know:

1.  The objective and overall theme of the presentation

2. Which persuasion strategy you will be using

3.  What data and how much goes into the presentation

4.  Who will be responsible for what, e.g. visual aids, editing, etc 

5.  The order of speeches on the day and any other roles of the speakers

6.  Other details which are specific to the nature of your presentation

If a single person does not assume responsibility for these areas, your team will waste a lot of time either arguing or duplicating effort, instead of focusing on the case that has to be built and presented.

And guess what? Just because you own the business does not mean you’re the best person to do this, especially if you’re part of the team presentation.

3.  Know and plan to exploit the strengths of the team

In a team presentation, each member is required to handle that aspect of the topic where s/he has knowledge and experience.

But remember, a team presentation is still a public speaking activity, so you want to make a big impact on your audience. Therefore, knowledge and experience must be balanced by the speaking skills of the various speakers.

So arrange you points in such a way that you lead off and end with your strongest speakers.

4.  Know your audience

Usually, when you’re making a team presentation, the stakes are very high. With so much at stake, knowing your audience is mission critical.

Therefore, you need to collect some serious intelligence. At minimum this should include the person or persons you will be pitching to, the level of their decision-making and their requirements for detail.

Even when I make a one-woman pitch for business, this is where I start my audience analysis.

5.  Plan the details of the actual presentation

This is a very important step. If you plan these details before, on the big day, you just have to execute…well almost.

In planning, please try to cover:

1.  How you will make the best use of the available time

2.   The way you will structure your presentation

3.  How you will create influence with your presentation

4.  The order of your speeches and what each will cover

5.  Who will be the lead speaker on the day

6.  When and how you will practice

6.  Practice your team presentation… as a team

No, I’m not crazy…just very experienced with most things public speaking.

So I have come across the situation where a small business owner claimed that he did not have a lot of time before his team made the presentation.

So what did he do?

He had each person practice at home the night before, believing that this was all that was required, anyhow.

I am still shaking my head…

So please practice your presentation as a team. Have a minimum of three practice sessions. Know who will be doing the main introductions and who will be summarising. Practice your transitions and practice with your visual aids.

Most of the points that I have listed  above should inform your practice sessions as well. In addition, you can get more tips on practicing a speech in this post . Just apply them to the team as a whole.

5 strategies to use during your team presentation

1.  implement the structure you planned.

In a good structure, your lead speaker will begin with a brief introduction of your team and follow this with your big idea for solving the problem or meeting the need. Be sure to include the benefits for the clients.

Then each speaker will follow in the order which was planned, each one stressing the benefits of their aspect of the offering. 

2.  Keep the presentation flowing

Even though your team presentation has more than one speaker, don’t make the audience wait too long between speakers.

The best way to make your presentation flow is to copy all your presentations on to one flash drive in the order they will be presented.

Another good approach is to place each presentation in one presentation file (Powerpoint?) separated by a blank slide.

3.  Be a good team player even when you’re not speaking

When other team members are speaking, give them your full attention. This might be difficult especially if you’re nervous, because you will feel the urge to read over notes or whisper to your colleagues. 

Instead, stay interested and alert. Listen attentively, smile and laugh at their humour and behave as you would want them to respond when you’re speaking.

Remember, your audience is judging you as a team.

4.  Answer questions effectively

Keep it together now. This is where many team presentations fall apart.

The leader should clarify the questions and then assign them to the team member who can provide the best response.

Furthermore, in your planning and practicing, supported by your understanding of the needs of the potential client,  you should have come up with some questions that are likely to be asked.

Here are some great tips on how to answer questions after a speech. 

5.  Wrap up your entire team presentation professionally

This is where your lead speaker takes over again to restate your big idea, remind the potential client of the key benefits and then deliver your CTA.

Yes, your Call To Action. Tell your potential client what you want them to do, now that your team has so properly built your case. This post gives you some great info on how to work the CTA.

You need to be sure of what you want though, and ask for it confidently. That’s why you start and end with your best speaker.

The #1 strategy you must use after your team presentation

Review your entire presentation process.

You will realise that even though you have done many speeches on your own, speaking as part of a team is well, as they say, a whole new ball game.

When you review, check for your strengths and weakness, not only in the speeches but in the entire process. Tighten up those weak areas because you will be doing it again. And again.

And don’t forget to celebrate that you made it through your team presentation…like pros!

Your next “team presentation” step…

So there you have them!

12 practical strategies to help you just smile the next time you have to organise a team presentation.

You also now have no excuse for avoiding it or winging it. But you have every reason to pull it off with class.

Your business deserves no less.

And don’t forget, if you really want to really up your game, do contact me, I’d be really happy to provide public speaking training for you and the rest of your employees.

To your team presentation success…

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Lorna Barrow

Lorna Barrow is a Business Breakthrough Specialist, an unfiltered Transformational Speaker, a Writer, a Coach and a self-confessed Small Business Junkie. She recognises that small businesses are unique and when it comes to helping you and your business make that BIG breakthrough, she's all in for you!

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Management Team

Presentations.

Management team presentation coaching and training ensures that the team delivers the most compelling message and vision to your investors and other stakeholders.

Today, leaders are faced with challenges they have never seen before.  They have to be excellent at handling crises, uncertainty, and diversity and inclusion topics. They have to be more empathetic and comfortable admitting when they do not know what to do.  They have to be able to connect and emote virtually. Companies turn to Speak by Design to help with presentation skills training for executives and management teams.  We can help teams hit the ground running in their first team meetings, executive councils, townhalls, board meetings, and investor meetings.

The Management Team Presentation  Process

Mindset Shifts

Self Introduction

Articulating Mission, Vision, and Values

Functional Overview

Growth Initiative

Success Stories

Picture of the Future

Handling Questions

Influencing Skills

Handling Pushback

Rehearsals and Private Coaching

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Monday: Rehearsal 1

Tues/Wed: Private Coaching Thursday: Rehearsal 2

Friday: Private Coaching

Monday: Final Rehearsal

Tuesday: Presentation #1

Speak by Design helps teams do the following:

1.  Confidently explain the business’s value and opportunity for investors and analysts

2.  articulate a clear, confident value proposition to limited partners and investors, 3.  practice delivering presentations for ipo roadshows and potential acquirers, 4.  rehearse for investor calls and annual meetings.

Contact us to discuss your timeline & activities. Maybe your management team needs presentation skills for:

1.  Roadshows

2.  fireside chats, 3.  annual meeting, 4.  earnings calls, 5.  analyst days, 6.  board meetings, 7.  fundraising, 8.  pitches, 9.  media appearances.

Speak by Design is recommended because we know how to help you structure and deliver your messages with maximum appeal. With the utmost discretion, we advise you and your teams sensitively for these confidential financial conversations. Because of our deep experience working with private equity firms and investment banks, we come ready to exceed your expectations and help you send the right message.

The top three leaders at a start-up firm each enrolled in the 6-month program to work on how they spoke to investors.  Some of their coaching time was used in joint presentation rehearsals.  Prior to the coaching, they were not getting investors.  After month one in the program, they saw a shift and secured investments from every conversation.

An investment bank gave a new Managing Director a 6-month program with Speak by Design as part of onboarding. Speak by Design helped the MD make a strong start and sign three of three new engagements.  Speak by Design accelerated his comfort in how to represent the new company, build strong internal relationships quickly, and grow business immediately. 

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Presentations

Presentation Management 101

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.

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.

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.

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 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

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.

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.

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• 2024 Utility Management Conference

AWWA’s 2024 Annual Conference & Expo – Stantec Presentation Schedule

May 08, 2024

Transforming our water future—one project at a time

June 10-13, 2024 Anaheim, California

This year’s American Water Works Association’s #ACE24 will highlight and celebrate the 50 th anniversary of the Safe Drinking Water Act. Join our team in the heart of Orange County focusing on the challenges and innovations that are moving the industry forward and working to ensure safe and reliable water for all.

Here’s where you can find us:

Tuesday, June 11

3:30 PM – Holistic Approaches to Flood Mitigation Planning and Modeling Under Extreme Events and Climate Impacts (WRF 5084) Presenter: Summer Bundy

4:00 PM – Building Resilient and Sustainable Water Infrastructure in Jackson, MS: Insights from the Project Team Panel Presenter: Pat Brown , Kristen Whatley

Wednesday, June 12

8:30 AM – Coagulation: Fundamentals of Coagulants, Particles, and NOM Presenter: David Pernitsky

9:30 AM – Emergence & Feasibility of Water Energy Transfer (WET) Systems Presenter: Michael Thivierge

9:30 AM – Under Pressure: Design Considerations for PFAS Vessel and Media Specifications Presenter: Andrew Nishihara

10:30 AM – Tacna, AZ: A Case Study on Improving Water Quality and Resilience for Rural Communities Presenter: Loren Haug , Sarah Lucere

10:30 AM – Guess What? You are a Project Manager Presenter : Mark Graham

11:00 AM – Beyond Treatment: Holistic PFAS Implementation Considerations Presenter: Tyler Hadacek

2:30 PM – South Florida Water Management District LOWRP Aquifer Storage and Recovery Wells: A Project Interview Presenter: Nycole Sharma

3:00 PM – Aquifer Storage and Recovery (ASR) Well Program: Long-Term Pumping Test Results Presenter: John Wu

3:30 PM – Pure Water Antelope Valley: A Critical Water Supply Project for a Large Disadvantaged Community Presenter: Kim Pugel

4:00 PM – Aquifer Storage and Recovery (ASR) Wells in Central Florida: Construction and Testing Presenter: Caroline Smith

Thursday, June 13

8:30 AM – Overcoming Challenges to Replace the City of Lewiston’s WTP Presenter: Bryan Black

9:30 AM – A Moving Target: PFAS Treatment Residuals Management Presenter: Liz Garvey

10:00 AM – Agua Pura: Adapting to Climate Change in Northern New Mexico Presenter: Patricia Bolliger

10:30 AM – Pipe Loop Studies Identify Corrosivity Impacts of a New Water Source and Possible Mitigation Poster Presenter : Atosa Vahdati Nikzad

11:45 AM – Water 2050 Ideas into Action: Creating our Water 2050 Future Presenter: Joe Jacangelo

1:30 PM – A Journey from Boil Water Advisory to Meeting Drinking Water Requirements: The Story of Lynn Lake Water Treatment Plant Presenter: Saibal Basu

1:30 PM – Small Systems Management Event Track Moderator: Stephanie Elliott

3:30 PM – Corrosion Control for Groundwaters: A Tale of Two Towns Presenter: Liz Garvey

4:30 PM – Catalyst or Breaking Point: Dechloramination Decision Presenters: Andrew Nishihara , Skylar Watnick

Transforming our Water Future

Delivering sustainable and resilient solutions for this most vital resource.

• Toronto Maple Leafs

Leafs' Shanahan, Treliving and Pelley to speak at 10:30am ET on TSN.ca

The  Toronto Maple Leafs  management team will speak Friday after making the decision to fire head coach Sheldon Keefe on Thursday after five seasons with the team.

Maple Leafs president Brendan Shanahan, general manager Brad Treliving and  Maple Leaf Sports & Entertainment CEO Keith Pelley will be made available to the media.

You can watch coverage of the news conference LIVE at 10:30am ET/7:30am PT on TSN.ca and the TSN App.

The  Maple Leafs  made the decision to part ways with Keefe after his fifth playoff run with the team ended in a fourth opening-round exit. The team said it "will immediately begin the search for a new head coach, and decisions regarding the remainder of the coaching staff will follow."

“Today’s decision was difficult. Sheldon is an excellent coach and a great man; however, we determined a new voice is needed to help the team push through to reach our ultimate goal," Treliving said in a statement. "We thank Sheldon for his hard work and dedication to the organization over the last nine years, and wish him and his family all the very best.”

The Maple Leafs' season ended on Saturday with a 2-1 overtime loss in Game 7 against the  Boston Bruins . Toronto went 46-26-10 in the regular season, finishing third in the Atlantic Division.

Other topics facing the management group include the future of the team's "Core 4". Captain  John Tavares  and winger Mitch Marner are both set to enter the final seasons of their current contracts and  both told the media on Monday  that they would like to stay with the Leafs long-term. Treliving has signed both Auston Matthews and William Nylander to contract extensions since taking over last summer. 

Treliving, 54, is entering his second off-season with the Maple Leafs as the former  Calgary Flames  general manager took over for the departed Kyle Dubas last year.

Shanahan, 55, joined the Maple Leafs' front office in 2014 and has seen one series win over eight playoff appearances as they have been eliminated in the first-round seven times.

Pelley, a 60-year-old Canadian businessman, recently took over his new role as CEO after a near decade-long run running the PGA European Tour. 

The media availability was originally scheduled to take place on Thursday though the attendees were not named at the time of that announcement.