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How to Write Memos and Presentations
That People Will Read and Believe
http://www.flickr.com/photos/govanriverside/6231627...
© 2016 David Teten. More at teten.com
Don’t Take Notes!
Download detailed slides at:
teten.com/memos
© 2016 David Teten. More at teten.com
David Teten
• Managing Partner, HOF Capital
• Previously Partner for six years, ff V...
© 2016 David Teten. More at teten.com
Master your tools.
© 2013 David Teten. More at ffvc.com and teten.com http://www.fli...
© 2016 David Teten. More at teten.com
Concise
http://farm5.staticflickr.com/4067/5137402638_91320e4e0e_z.jpg
“I have only ...
© 2016 David Teten. More at teten.com
Write for skimmability.
• Rank-order all lists.
• Boldface subject lines.
http://www...
© 2016 David Teten. More at teten.com
Use outline tool
http://www.flickr.com/photos/quinnanya/235993781/sizes/m/
© 2016 David Teten. More at teten.com
Source everything, and double-check your sources
http://www.flickr.com/photos/llansa...
© 2016 David Teten. More at teten.com
MECE = Mutually Exclusive,
Collectively Exhaustive
http://www.flickr.com/photos/geis...
© 2016 David Teten. More at teten.com
Use graphics
http://www.flickr.com/photos/greencolander/486258320/sizes/m/
© 2016 David Teten. More at teten.com
Answer questions in advance
http://www.flickr.com/photos/andreanna/2812118063/sizes/...
© 2016 David Teten. More at teten.com
Answer the six key questions for each data point/chart/table
• Who?
• What?
• Where?...
© 2016 David Teten. More at teten.com
Sample Slide Format
Headline Car sales have dropped significantly due to
recession, ...
© 2016 David Teten. More at teten.com
Presentation matters
• Format consistently
• Double-check for internal consistency o...
© 2016 David Teten. More at teten.com
Articulate Next Steps
http://www.flickr.com/photos/32314864@N02/3253876458/
© 2016 David Teten. More at teten.com
CLEAN Presentation Checklist
http://www.flickr.com/photos/multiplyleadership/8535538...
© 2016 David Teten. More at teten.com
• Append file name with date
in format yyyymmdd
• Review “Document
Properties” field...
© 2016 David Teten. More at teten.com http://www.flickr.com/photos/thewilkybarkid/3557251360/sizes/m/
© 2016 David Teten. More at teten.com
Don’t put strong criticisms in writing if you can avoid it.
http://www.flickr.com/ph...
© 2016 David Teten. More at teten.com
Books
• Edward Tufte, all of his books
• Garry Reynolds, Presentation Zen
• Nancy Du...
© 2016 David Teten. More at teten.com
Any questions ?
Sign up for updates:
teten.com
Twitter: @ffvc
© 2016 David Teten. More at teten.com
Disclaimer
A representative of an asset management firm (“Firm”) is providing this p...
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How to Prepare High-Impact Memos and Presentations

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by David Teten, http://teten.com

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Published in: Business, Economy & Finance

How to Prepare High-Impact Memos and Presentations

  1. 1. How to Write Memos and Presentations That People Will Read and Believe http://www.flickr.com/photos/govanriverside/6231627652/sizes/m/ David Teten HOF.capital / @HOFcapital teten.com / @dteten
  2. 2. © 2016 David Teten. More at teten.com Don’t Take Notes! Download detailed slides at: teten.com/memos
  3. 3. © 2016 David Teten. More at teten.com David Teten • Managing Partner, HOF Capital • Previously Partner for six years, ff Venture Capital, one of the top four consistently best-performing seed- and early-stage VC firms in the U.S. • Previously serial entrepreneur and Bear Stearns technology investment banker • Advised clients such as Goldman Sachs Special Situations Group, Icahn Enterprises, LLR Partners ($1.4b fund), Birch Hill Equity Partners (C$2B fund), and other institutional investors • Harvard MBA; Yale BA • Teten.com / @dteten / info@teten.com
  4. 4. © 2016 David Teten. More at teten.com Master your tools. © 2013 David Teten. More at ffvc.com and teten.com http://www.flickr.com/photos/florin_mogos/2065112973/sizehttp://farm8.staticflickr.com/7207/6998671792_ca8cfa179c_c.jpg
  5. 5. © 2016 David Teten. More at teten.com Concise http://farm5.staticflickr.com/4067/5137402638_91320e4e0e_z.jpg “I have only made this letter longer because I have not had the time to make it shorter.” ― Blaise Pascal, The Provincial Letters,
  6. 6. © 2016 David Teten. More at teten.com Write for skimmability. • Rank-order all lists. • Boldface subject lines. http://www.flickr.com/photos/florin_mogos/2065112973/size
  7. 7. © 2016 David Teten. More at teten.com Use outline tool http://www.flickr.com/photos/quinnanya/235993781/sizes/m/
  8. 8. © 2016 David Teten. More at teten.com Source everything, and double-check your sources http://www.flickr.com/photos/llansades/3689664203/sizes/m/
  9. 9. © 2016 David Teten. More at teten.com MECE = Mutually Exclusive, Collectively Exhaustive http://www.flickr.com/photos/geishaboy500/3220722686/sizes/m/
  10. 10. © 2016 David Teten. More at teten.com Use graphics http://www.flickr.com/photos/greencolander/486258320/sizes/m/
  11. 11. © 2016 David Teten. More at teten.com Answer questions in advance http://www.flickr.com/photos/andreanna/2812118063/sizes/m/
  12. 12. © 2016 David Teten. More at teten.com Answer the six key questions for each data point/chart/table • Who? • What? • Where? • Why? • When? • How? http://www.flickr.com/photos/usfws_pacificsw/6518325129/sizes/m/
  13. 13. © 2016 David Teten. More at teten.com Sample Slide Format Headline Car sales have dropped significantly due to recession, cultural change, and growth of car- sharing. What the chart actually measures; rarely includes any numbers U.S. Car Sales How the data is being split, e.g., by category or by state by brand Year(s) 1980-2012 Units in parentheses (M) Source National Automotive Dealers Association, http://www.nada.org/Publications/NADADATA/ , as of August 6, 2013. Based on reports from individual auto dealers.
  14. 14. © 2016 David Teten. More at teten.com Presentation matters • Format consistently • Double-check for internal consistency of data http://www.flickr.com/photos/icmcwaffle/6104852910/sizes/m/
  15. 15. © 2016 David Teten. More at teten.com Articulate Next Steps http://www.flickr.com/photos/32314864@N02/3253876458/
  16. 16. © 2016 David Teten. More at teten.com CLEAN Presentation Checklist http://www.flickr.com/photos/multiplyleadership/8535538329/sizes/m/ • Consistent – style and data internally consistent? • Language – precise and accurate? • Elegance – attractive and clear? • Auditable – data sourced? outliers explained? • Next Steps – what should the reader do?
  17. 17. © 2016 David Teten. More at teten.com • Append file name with date in format yyyymmdd • Review “Document Properties” fields Clean up the Metadata http://www.flickr.com/photos/sookie/94778946/
  18. 18. © 2016 David Teten. More at teten.com http://www.flickr.com/photos/thewilkybarkid/3557251360/sizes/m/
  19. 19. © 2016 David Teten. More at teten.com Don’t put strong criticisms in writing if you can avoid it. http://www.flickr.com/photos/jessetorres/3756352569/sizes/z/in/photostream/
  20. 20. © 2016 David Teten. More at teten.com Books • Edward Tufte, all of his books • Garry Reynolds, Presentation Zen • Nancy Duarte, Slide:ology Links and Blog Posts • emailcharter.org • teten.com/blog/category/personal/communications/ (particularly three-part series in Forbes on communications) Recommended Reading
  21. 21. © 2016 David Teten. More at teten.com Any questions ? Sign up for updates: teten.com Twitter: @ffvc
  22. 22. © 2016 David Teten. More at teten.com Disclaimer A representative of an asset management firm (“Firm”) is providing this presentation for informational purposes to the intended audience. Nothing in this presentation shall constitute an offer or solicitation with respect to the purchase or sale of any security in any jurisdiction nor should anything in this presentation form the basis of, or be relied upon for, making any investment decision. Nothing in this presentation constitutes professional and/or financial advice of any kind (including business, employment, investment advisory, accounting, tax, and/or legal advice), nor does any information in this presentation constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. This presentation and the information contained herein are provided “AS IS”. The Firm and the presenter make no representation or warranty (express or implied) with respect to the information contained herein (including, without limitation, information obtained from third parties) and expressly disclaims any liability based on or relating to the information contained in, or errors or omissions from, these materials; or based on or relating to the recipient’s use (or the use by any of its affiliates or representatives or any other person) of these materials; or based on any other written or oral communications transmitted to the recipient or any of its affiliates or representatives. The Firm and the presenter undertake no duty or obligation to update or revise the information contained in this presentation.

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