Building a strategy presentation
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These slides are from a webinar in which you will learn how to create a business strategy presentation from concept through messaging and slide and chart creation. This will not be a webinar that teaches you how to use Mekko Graphics software, but instead will focus on building a presentation that will get your message across to your senior management team, your peers, or your key customers and prospects. We will cover how to select charts and diagrams based on your data and communication goals and how to organize them for an optimal presentation. You can find the corresponding video from this deck in: http://www.youtube.com/watch?v=y_wdHqvbbMs
Transcript of Building a strategy presentation
2
3 Steps to Building Your Presentation
• What’s my role?
• Who is the audience?
• What’s the “Big Idea?”
• How do I structure my presentation?
• Which charts and diagrams should I use?
• How can I maximize visual impact?
• What pre-presentation preparation should I make?
• How should I deliver the talk? handle Q&A?
Conceiving(before PPT)
Visualizing (with PPT) Delivering
Focus of this presentation
3
3 Steps to Building Your Presentation
• What’s my role?
• Who is the audience?
• What’s the “Big Idea?”
• How do I structure my presentation?
• Which charts and diagrams should I use?
• How can I maximize visual impact?
• What pre-presentation preparation should I make?
• How should I deliver the talk? handle Q&A?
Conceiving(before PPT)
Visualizing (with PPT) Delivering
Before You Open PowerPoint
4
Your
Role
• Teacher/mentor• Empower your audience to take action
Audienc
e
• Who are they?• 7 Questions to ask
Big Idea
• Point of view• What’s at stake?
Story
• Beginning, middle and end• Make it memorable
7 Questions to Know Your Audience
1. What are they like?2. Why are they here?3. What keeps them up at night?4. How can you solve their problem?5. What do you want them to do?6. How might they resist?7. How can you best reach them?
5
Before You Open PowerPoint
6
Your
Role
• Teacher/mentor• Empower your audience to take action
Audienc
e
• Who are they?• 7 Questions to ask
Big Idea
• Point of view• What’s at stake?
Story
• Beginning, middle and end• Make it memorable
7
3 Steps to Building Your Presentation
Copyright 2014 © Mekko Graphics. All rights reserved.
• What’s my role?
• Who is the audience?
• What’s the “Big Idea?”
• How do I structure my presentation?
• Which charts and diagrams should I use?
• How can I maximize visual impact?
• What pre-presentation preparation should I make?
• How should I deliver the talk? handle Q&A?
Conceiving(before PPT)
Visualizing (with PPT) Delivering
Keys to Great Slides• 3 second rule• Action title• Lose the jargon• Highlight what’s important• Replace word walls with tables and diagrams• Choose the chart that best fits your message
8
Find the Best Diagram
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2. Flevy PowerPoint Toolkit• http://flevy.com/powerpoint-toolkit.php
1.
Diagram Options--Flow
• Timelines• Value chains• Process
flows
Diagram Options--Hierarchies
• Organization structure
• Pyramids
Diagram Options--Tables
• Comparisons
• Summarize/ replace word walls
Which Chart to Use
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Objective Example Chart Type
Categorize one measure and dimension
Revenue by business unit or by product lineCosts by business unit or by plant
100% stacked bar (1 bar)
Track trends Revenue by year for by business unitCosts by year by business unit
Stacked bar or 100% stacked bar
Categorize one measure along 2/3 dimensions
Revenue by product line and regionPrice versus product performance and revenue
MarimekkoBubble
Categorize one dimension along two measures
Market size versus market growth by product
Bar Mekko
Track changes
Factors that affect change in profit
Cascade
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Categorize Along One Dimension Using 100% Stacked Bar
0
20
40
60
80
100%
Revenue by Vertical
Vertical Markets
Financial Services $730M
Public Sector $651M
Manufacturing $617M
Communications $292M
Retail $303M
Services $248M
Other Verticals $464M
$3,304M
Other Verticals
Utilities $167M
Transporation $144M
Healthcare $116M
$464M
Agriculture, Mining and Construction $37M
Extra credit: Add a 2nd bar to ‘explode’ a key segment.
15
Track Trends with a Stacked Bar
Extra credit: Add a growth arrow or a CAGR column to quantify growth trends
0
50
100
150
Year1
40
20
60
Year2
50
60
110
Year3
80
50
130CAGR +47%CAGR +47%
Vertical2
Vertical1
Categorize along 2 Dimensions with a Marimekko Chart
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Extra credit: Group smaller segments into ‘Other’ series to reduce clutter
0
20
40
60
80
100%
Region1
My Company $184M
Co4 $67M
Co5 $92M
Co6 $51M
Co8 $58M
Co9 $56M
Co10 $76M
Others $43M
$627M
Region2
My Company $142M
Co2 $30M
Co3 $50M
Co5 $69M
Co6 $63M
Co7 $35M
Co8 $41M
Co10 $73M
Others $28M$531M
Region3
My Company $62M
Co2 $36M
Co3 $35M
Co4 $33M
Co5 $50M
Co6 $39M
Co7 $45M
Co8 $41M
Others $24M
$365M
Region4
My Company $37M
Co4 $43M
Co6 $49M
Co8 $52M
Others $103M
$284M Total = $1,807M
Categorize along 3 Dimensions with a Bubble Chart
17
Extra credit: Change the size of the reference bubble to increase/reduce bubble sizes.
10,000
15,000
20,000
25,000
$30,000
100 150 200 250 300 350
50,000 Units Sold
MSRP
Fusion 181,668
Focus 151,549
Taurus 49,886
Mustang 48,879
Fiesta 45,831
C-Max 23,040
50,000 Units Sold
Horsepower
Categorize Growth versus Size witha Bar Mekko Chart
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Extra credit: Use average line to show above and below average growth
0.0
1.0
2.0
3.0%
Projected Growth Rate Year1-4
Average Growth 1.3%
2.5%
1.5%
1.1%
Public Sector
0.8%
Retail
0.5%
Manufacturing
0.4%
$120M $40M $140M $70M $200MMarket Size
Average Growth 1.3%
Financial Services
Services
2.3%
Comms Other
$90M $160M
Show the Impact of Changes with a Cascade Chart
Copyright 2014 © Mekko Graphics. All rights reserved.
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Extra credit: Use axis break to focus attention on changes
0
320
330
340
350
360
$370M
Projected Profit
Year1 Profit
$314M
Projected Growth
$12M
Financial Services
Campaign
$15M
Year2 Profit
$341M
Projected Growth
$14M
Marketing Campaign
$8M
Year3 Profit
$363M
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3 Steps to Creating Your Presentation
• What’s my role?
• Who is the audience?
• What’s the “Big Idea?”
• How do I structure my presentation?
• Which charts and diagrams should I use?
• How can I maximize visual impact?
• What pre-presentation preparation should I make?
• How should I deliver the talk? handle Q&A?
Conceiving(before PPT)
Visualizing (with PPT) Delivering
Wrap-up• Questions/Feedback?
• Resources on www.mekkographics.com• Strategy Consultants’ Toolkit• My blog• Sample charts and other presentations• Training videos
• HBR Guide to Persuasive Presentations by Nancy Duarte (Harvard Business Review Press, 2012)
• Flevy PowerPoint Toolkit: http://flevy.com/powerpoint-toolkit.php
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