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Presentation Development Primer: Storyboarding, Slide Design

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http://pptlab.com/ppt/Management-Consulting-Basics-Presentation-Development-Primer-43

This document teaches the basics of developing an effective business presentation. It covers methodologies widely practiced by top management consulting firms, such as McKinsey, Bain, and BCG. It covers the topics of Storyboarding, Slide Structuring, and Graph Design. As presentations serve as both communication tools and work products, presentation development is a useful skill to have.

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  • 1. Crowdsourced Business Presentation Design Service Presentation Development Primer Storyboarding, Slide Structuring, Graph Design August 31, 2013 This document teaches the basics of developing an effective business presentation. It covers methodologies widely practiced by top management consulting firms, such as McKinsey, Bain, and BCG. It covers the topics of Storyboarding, Slide Structuring, and Graph Design. As presentations serve as both communication tools and work products, presentation development is a useful skill to have. ORIGINAL PROJECT DETAILS http://pptlab.com/ppt/Management-Consulting-Basics-Presentation-Development-Primer-43
  • 2. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 2 PPT Lab (www.pptlab.com) is the only crowdsourced presentation design service. Get consulting-quality presentations at a fraction of the cost! Each month, we will create well over 50 slides of for our members. As a member, you will drive what business slides we create by submitting your own presentation projects to our team. All presentations will be created by a team of management consultants and follow the Consulting Presentation Framework. www.PPTLab.com support@pptlab.com
  • 3. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 3 Contents  Overview  Storyboarding  Slide Structuring  Graph Design
  • 4. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 4 This document teaches the basics of developing an effective business presentation, based on methodologies practiced by consulting firms Overview This document teaches the basics of developing an effective business presentation. It covers methodologies widely practiced by top management consulting firms, such as McKinsey, Bain, and BCG. This document is divided into 3 sections: • Storyboarding. Storyboarding refers to developing the “story” that the presentation will follow. Please note there are many different frameworks for creating storyboards. This just covers one of the methods. • Slide Structuring. Ever notice how you can spot a consulting deck almost immediately? They embody a similar look and feel. This section dissects the framework used to create the consulting slide, which consists of a Headline, Body, and Bumper. • Graph Design. This section teaches you how to select the proper graph for your slide. Presentation development is a useful skill to have, because presentations is one of the mostly used communication tools in any workplace. Furthermore, presentations are work products that are easily and widely circulated both within and to outside an organization. For a consultant, this skill is even more critical, because PowerPoint presentations are often all that is left with the client after the engagement ends.
  • 5. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 5 The best management consultants have mastered the skill of developing effective storyboards Storyboarding – Introduction Storyboarding is a requisite skill for any successful consultant. Below are some rules of thumb governing the concept of storyboarding. Learning the art of storyboarding takes time—it requires a lot of practice and many projects.  Storyboards are developed before the analysis begins. It is not the other way around, as many may assume.  Storyboards guide the analysis and research. For instance, when creating the storyboard, you may realize a piece of analysis is missing. You will then decide whether you need to do this analysis or to adjust the storyboard.  The length of the presentation is not important—the storyboard is more important. In fact, it is the story that determines the length of the presentation.  Good storyboards require no verbal explanation. If the storyboard isn't strong enough to convey the message you intend, then your story is wrong. Furthermore, a business presentation is often distributed around without the verbal explanation. In such cases, we need to ensure the intended messaging and story remain consistent to anyone who receives the presentation. THIS IS A PARTIAL PREVIEW You can download the full document at http://PPTLab.com. PPT Lab is a crowdsourced presentation design service.
  • 6. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 6 The storyboard can be developing by following the first 3 steps of the 6- phase problem solving process, illustrated below Storyboarding – Problem Solving Process Approach The above problem solving process is a popular methodology used by management consulting firms when structuring their engagements. Define the problem Structure the problem Develop the analyses to test the issues Build workplan Run the test and analyses Synthesize and report By step three, before we start the analysis, we will have enough information to construct our storyboard THIS IS A PARTIAL PREVIEW You can download the full document at http://PPTLab.com. PPT Lab is a crowdsourced presentation design service.
  • 7. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 7 In the initial steps, we define the problem statement—we also give the problem meaning, direction, and structure Problem Solving Process – Initial Steps Define the problem Structure the problem Develop the analyses to test the issues Build workplan Run the test and analyses Synthesize and report 1. DEFINE THE PROBLEM 2. STRUCTURE THE PROBLEM Can Flevy.com increase its operating margin, particularly by lowering its costs? Increase revenue Cut costs Reduce labor costs Reduce hosting costs Reduce search engine marketing costs Are there SEM providers? Are there cheaper hosting plans? Can salaries be lowered? Can staff be reduced? Increase traffic Increase conversion Raise prices Charts and Analysis ILLUSTRATIVE EXAMPLE THIS IS A PARTIAL PREVIEW You can download the full document at http://PPTLab.com. PPT Lab is a crowdsourced presentation design service.
  • 8. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 8 Now, let’s create a storyboard based on these expected findings Expected Findings Development Try to keep the solution sentence crisp and concise—preferably maintain it at only 1 sentence. Are there SEM providers? Are there cheaper hosting plans? Can salaries be lowered? Can staff be reduced? • Most employees are working long hours and engaged in extra duties—it is unlikely staffing levels can be reduced • It is likely some employees are overpaid relative to the market and can have their salaries lowered • Hosting is a commodity and there should be low cost providers that will allow us to reduce hosting costs by 20% • Flevy.com can utilize cheaper SEM providers from offshore companies • Certain levels of employees are paid above their market salaries • There are no excess capacity, as employees are working long hours and taking on extra tasks • We can find a low cost hosting provide without sacrificing uptime and reduce costs by 20% • Flevy.com can utilize an offshore SEM provider to reduce SEM costs by 50% Can we write this more clearly and build a story? ORIGINAL EXPECTED FINDINGS RE-ORDERED AND RE-WORDED FINDINGS THIS IS A PARTIAL PREVIEW You can download the full document at http://PPTLab.com. PPT Lab is a crowdsourced presentation design service.
  • 9. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 9 These expected findings become your slide Headlines Headlines Development The “Headline” is the text that appears at the top of each slide (in blue font, as you see in this presentation). Certain levels of employees are paid above their market salaries There are no excess capacity, as employees are working long hours and taking on extra tasks We can find a low cost hosting provide without sacrificing uptime and reduce costs by 20% Flevy.com can utilize an offshore SEM provider to reduce SEM costs by 50% Can you see the story now? In this example, we only looked at the cost side of the decision tree. If we also looked at the revenue enhancement opportunities, the story would of course be longer. THIS IS A PARTIAL PREVIEW You can download the full document at http://PPTLab.com. PPT Lab is a crowdsourced presentation design service.
  • 10. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 10 The storyboarding process is powerful enough to cover any concerns you may have Storyboarding – Final Concerns The storyboard forces you to be concise and deliver a message as opposed to data— clients like messages. What if the data or message in the storyboard changes after the analysis? ? What if the storyboard has no story? ? What if I have data that does not fit in my storyboard? ? • That is normal—you will just adjust your analysis and story accordingly • That is impossible—if you don't have a story, then you are not linking the data together correctly • Either the data is incorrect (which is very unlikely) or your storyboard needs to change (more likely the reason) THIS IS A PARTIAL PREVIEW You can download the full document at http://PPTLab.com. PPT Lab is a crowdsourced presentation design service.
  • 11. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 11 The Headline is at the top of the slide. A slide is composed of 3 key components—the Headline, Body, and Bumper Slide Structure Overview This is the “Bumper” statement, oftentimes also called the “Kicker” by many consulting firms. 1 The Bumper appears at the bottom of the slide.3 The Body occupies the central part of the slide. 2 THIS IS A PARTIAL PREVIEW You can download the full document at http://PPTLab.com. PPT Lab is a crowdsourced presentation design service.
  • 12. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 12 The Headline is the first thing your audience reads—and it conveys the Key Message to the slide Guidelines and Rules of Thumb – Headline Reading all the Headlines, in order from the first slide to the last, should tell a coherent story—i.e. your storyboard.  The Key Message goes into the Headline.  The Headline should be 2 lines max. If you find yourself exceeding 2 lines, reword to cut down the length.  Avoid empty statements.  Say something meaningful that directs attention to the slide’s important point. For instance, “ROE varies greatly across businesses.”  Use Headlines as the storyboard to your document.  The Headline should only be 1 sentence. THIS IS A PARTIAL PREVIEW You can download the full document at http://PPTLab.com. PPT Lab is a crowdsourced presentation design service.
  • 13. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 13 Follow the “Rule of Two” Guidelines and Rules of Thumb – Rule of Two Limit every element to 2 lines: • Report title • Subtitle • Headlines • Bullets • Dashes • Bumpers The human eye finds it very difficult to follow more than 2 lines of text. Anything exceeding 2 lines tends to get lost or ignored. THIS IS A PARTIAL PREVIEW You can download the full document at http://PPTLab.com. PPT Lab is a crowdsourced presentation design service.
  • 14. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 14 First, the Headline must be aligned with the graph we are displaying—i.e. the headline must pick out the Key Message in our data Headline Message and the Graph In designing the content that goes into the slide, the first thing we must consider is: Does the Headline pick out the Key Message in the data? In other words, can the audience understand the content of the slide (typically a graph) just by reading the Headline? Levels in a company Difference from benchmark $ Certain levels of employees are paid above their market salaries THIS IS A PARTIAL PREVIEW You can download the full document at http://PPTLab.com. PPT Lab is a crowdsourced presentation design service.
  • 15. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 15 Lastly, verify that we are using the right type of graph Graph Type Selection Levels in a company Difference from benchmark $ Illustrative Headline message—certain levels of employees are paid above their market salaries THIS IS THE GRAPH TITLE Is this the right type of graph to use? • Information  Use Graphs • Time series  Use Line Charts • Share  Use Pie Parts • Position  Use Matrix / 2x2 Charts • Size  Use Bar Charts • Comparisons  Use Bar/Stacked Bar Charts • Degree  Use Harvey Balls • Composition  Use % Ball/Area Charts Does the graph send one message clearly? Do you need to label the data points (with numbers/key)? Do the data points add up? What units are being displayed? • What is the scale? • What and should be the origin of the scale? What are the data points in this order? • Random pattern for effect • Chronological • Size • Alphabetical Is a legend needed? Depending on the type of graph, you may end up hiding or highlighting the key insights. THIS IS A PARTIAL PREVIEW You can download the full document at http://PPTLab.com. PPT Lab is a crowdsourced presentation design service.
  • 16. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 16 For a more in depth discussion on presentation design and development, check out the eBook, Become a PowerPoint Guru (from LearnPPT.com) Become a PowerPoint Guru Become a PowerPoint Guru covers the following topics: • The Basics – Covers the initial steps of setting up your PowerPoint button shortcuts, keyboard shortcut keys, and the Consulting Presentation Framework. • Getting Your Story Straight – Learn to construct an insightful and cohesive story for your audience using concepts like the Pyramid Principle and MECE. Understand the psychology of your audience and how to structure each slide accordingly using the PCPV framework. • The Art of PowerPoint – Learn basic to advanced diagramming techniques (including how to construct "The Missing Powerpoint Diagram"). Understand the multitude of charts at your disposals, when to use each kind, and how to design them in PowerPoint. This eBook is available at http://learnppt.com/ebook.php. All of PPT Lab’s presentations are developed based on the principles covered in this book.
  • 17. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 17 PPT Lab (www.pptlab.com) is the only crowdsourced presentation design service. Get consulting-quality presentations at a fraction of the cost! Each month, we will create well over 50 slides of for our members. As a member, you will drive what business slides we create by submitting your own presentation projects to our team. All presentations will be created by a team of management consultants and follow the Consulting Presentation Framework. www.PPTLab.com support@pptlab.com