HARVESTING SECOND-TO-NONE PROPOSALS …...HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3,...
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HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Transcript of HARVESTING SECOND-TO-NONE PROPOSALS …...HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3,...
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
From Proposal to Presentation Presented By: Bruce Farrell
HARVESTING SECOND-TO-NONE PROPOSALS
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Welcome to from proposal to presentation.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Welcome From to proposal to presentation. Talk about some principles and best practices Do an activity Hopefully we will learn from each other
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Principles Activity Sharing
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Feel free to take notes, but you should know there is a leave behind I’ll give you at the end of the presentation Blog Non Linear Ask questions
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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I always like to start with something funny To be a good designer, or presentations or any other presentation materials, it’s necessary to be a little OCD
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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This isn’t rocket science. No secrets or epiphanies My main goal here is to encourage you to Follow best practices and, Break the paradigm that creates bad or predictable presentations.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Conceiving
Visualizing
Presenting
Adapted from Nancy Duarte’s HBR Guide to Persuasive Presentations
Audience Know your audience and build empathy
Message Develop persuasive content
Story Use structure to engage your audience
Media Identify the best modes for communicating your message
Slides/Content Conceptualize and simplify the display of your info
Delivery Deliver your presentation authentically
Impact Measure and increase your presentation’s impact
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Here is a diagram I adapted from Nancy Duarte, one of the real leaders in presentation design. Anyone of us could have designed this diagram What’s important about this process is that four of the seven items are before any work creating the materials for your presentation. And that’s critical. Too often we move forward with a presentation without really thinking about it. We pull in slides from old decks or take material directly from the proposal without thinking about it.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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When I talk about breaking the paradigm, I’m talking about this.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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And this…..
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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And this…..
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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…and this. One of my all time favorite bad slides.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Let’s start with an exercise Two groups… break into groups of two. Group one choose an interviewer / interviewee Take five minutes to explain the most important thing about your career. Group two choose an interviewer / interviewee Take five minutes to give at least ten things about your career
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Intro ---------------- ---------------- ---------------- ----------------
About You ---------------- ---------------- ---------------- ----------------
About Us ---------------- ---------------- ---------------- ----------------
Approach ---------------- ---------------- ---------------- ----------------
Approach ---------------- ---------------- ---------------- ----------------
ROI ---------------- ---------------- ---------------- ----------------
Experience ---------------- ---------------- ---------------- ----------------
Experience ---------------- ---------------- ---------------- ----------------
References ---------------- ---------------- ---------------- ----------------
Staff ---------------- ---------------- ---------------- ----------------
Why Us? ---------------- ---------------- ---------------- ----------------
Questions ---------------- ---------------- ---------------- ----------------
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Because people don’t spend time on planning we end up with presentations that are flat. All the necessary info is collected and presented as mush.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Intro About You About Us- Approach Approach
ROI
Experience ---------------- ---------------- ---------------- ----------------
Experience ---------------- ---------------- ---------------- ----------------
References ---------------- ---------------- ---------------- ----------------
Staff Why Us? Questions
?
$
A B
A B
Are Are
We • Do good work
Are • Really cool
Awesome! • Oh, we’re awesome
3 2 1
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But a good presentation tells a story high points and low points. The audience isn’t left to wonder what the main point is, because the storyteller highlights them. Highlight your “big ideas”. Why is your audience here? What do you want them to remember a week later?
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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When I getting a presentation ready, for whatever reason, I ask questions. A lot of questions Who is your audience? How much time do you have? What is the room like? What’s the big idea? What’s your goal? And on and on and on
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Presentation Formats
Projector Print Other
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We should talk about presentation media. Generally we think of two types, projected and printed. Presentations can also be delivered in different ways
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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PowerPoint gets a bad wrap, but it that has nothing to do with PowerPoint and everything to do with who is using it.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
My Overall Point
• A subpoint that I’ll read off the screen • Another subpoint that I’ll read off the screen • Yet another subpoint I’ll read off the screen (with you)
– A sub point that probably shouldn’t be on the screen, but I’ll read it anyway
– I hate sub-bullets • Almost as much as I hate sub-sub-bullets.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
1995 1996 1997 1998 1999 2000 2001 2002
Advances for Women’s Equality
Beijing Declaration
Peace Agreements
National Women’s Forum
Millennium Development Goals (MDG)
Social Development Law
National Policy for the Advancement and Intergral Development of Guatemalan Women
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If you have a longer timeline, you can actually use animation to extend it across several slides.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
How is BI being used?
Edmonton Traffic Improvement
San Francisco “SF Park” Santa Cruz Decreased Property Theft
Phoenix Area Crime “Hotspots”
Corpus Christi Improved Management
CDC Tracking Diseases
Chicago “Big Data”
Richmond Catch a Killer
Syracuse Urban Planning
Miami Dade Improved Disaster Recovery
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Employees get 50%-75% of their relevant information directly from
other people. people
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
More than 80% of enterprise's digitized information reside in individual hard drives and in personal files. personal
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Keynote is the Apple version of PowerPoint A few more bells and whistles Slide based Same principles as PowerPoint
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Prezi
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
A B C
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Placemat – 11x17 A good item to talk around and accompany a presentation
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Two sided
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Sometimes a meeting booklet, perhaps with some collateral is appropriate
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Alternate presentations?
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What are some different materials and ways to present?
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Alternate proposals Proposals to iPad Ask audience for different ideas Flip charts Kids books
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Slide design
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Let’s talk about slide design
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
A B C
What people see
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usually that’s what I talk about and we know that it takes a different set of skills. Why does design matter?
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Design matters because it’s evidence of forethought and care. It says “I spent time on this.” Good design is evident. This applies to PowerPoint too. If a presentation is well designed, people notice. Even if they don’t know what actually makes it well-designed So what are some good basic design principles we can apply to our slides? << Ask audience >>
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Good design is evident. We see it around us and we appreciate it. We appreciate the thought, time, and energy that goes into good design.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Less is more (really)
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No…. Really. This is my guiding principle. Only as much text as necessary, one idea per slide, simple graphics. Brevity is at the center of each, and most presentations would benefit with a healthy dose of brevity. And “less is more” is probably obvious to many of you, so much so that it’s cliché (and cliché is something you should avoid), but it can’t be said enough. Simpler graphics, less text, is almost always better. And though it’s a recognized truth, it’s consistently violated. You should question everything that’s on each slide. If it isn’t necessary for the idea you’re presenting, then it shouldn’t be there.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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This is another extreme example of clutter (and too much). So much is splattered onto this slide that it’s hard to take in its full meaning. One idea per slide
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Don’t build slides to read
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If you’re planning to read your slides or just paraphrase the written words, you are doing it wrong. As some of you have noticed, I’m expecting you to read these slides. But I’m expecting you can read these slides at a glance rather than as a left to right exercise that will draw your attention away from me (where your attention belongs).
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
No accidents
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No accidents This is very important, because it’s one that most people don’t think about much. Accidents are lapses in attention to detail.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
ERP Request for Proposal Preparation
ERP Statement of Work and Contract Negotiations
ERP Needs Assessment
ERP Vendor Evaluation and Selection
ERP Implementation Management
1 2 3 4 5
Our Process
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
ERP Request for Proposal Preparation
ERP Statement of Work and Contract Negotiations
ERP Needs Assessment
ERP Vendor Evaluation and Selection
ERP Implementation Management
1 2 3 4 5
Our Process
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Simplify Clarify Order
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When editing slides, we will always strive to do three things: Simplify – Remove unnecessary items so you can leave room for your ideas Clarify – Make your important ideas evident to your audience Order – Make sure that everything on the slide is precisely where you want it to me. Things like consistent alignment, colors, fonts, all matter.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Exercise 2
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Testing Your Work Any Questions?
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Here I am with the same slide with Brent Baldwin
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
bruce farrell 248.223.3342 [email protected] http://bdfarrell.wordpress.com/
for more information:
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Most people throw clipart onto a slide to “enhance” a bad slide. What you’re really doing (though) is adding clutter, because this clipart does nothing to connect your audience to your idea.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
Our recipe for Metropolis’ project success
ERP Toolkit
Proven Methodology
Experienced Consultants
1 2 3
ERP Tools
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A good example of this kind of review is this graphic. It was given to me by a consultant who actually used it a few times with clients. It’s not good for a lot of reasons. It’s scattered and the graphics are crude and random. But there was something else I couldn’t put my finger on. I showed it to my wife and she said, “so are we flushing those things down the toilet?” When I shared this with the consultant, he immediately pulled the slide from his library and accepted my help.
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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The triangle diagram could very well be good on its own, but: Small text throughout More than one idea Heading text isn’t consistent Lots and lots of clutter
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Poor structure Clutter in the header Too many effects Not enough contrast
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013
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Inconsistent dash styles Scales add nothing (tacky clipart, clutter)
HARVESTING SECOND-TO-NONE PROPOSALS SYMPOSIUM October 2-3, 2013 We care about our clients!
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Poor contrast Tacky stock image Poorly aligned text Image (punching you) doesn’t jive with message
