Presentation Development Primer (Storyboarding, Slide Design)

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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 are 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.

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Presentation Development Primer (Storyboarding, Slide Design)

  1. 1. Crowdsourced Business Presentation Design Service Presentation Development Primer Storyboarding, Slide Structuring, Graph Design 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. August 31, 2013 ORIGINAL PROJECT DETAILS http://pptlab.com/ppt/Management-Consulting-Basics-Presentation-Development-Primer-43
  2. 2. Contents  Overview  Storyboarding  Slide Structuring  Graph Design PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 3
  3. 3. Contents  Overview  Storyboarding  Slide Structuring  Graph Design PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 5
  4. 4. The storyboard can be developing by following the first 3 steps of the 6phase problem solving process, illustrated below Storyboarding – Problem Solving Process Approach Define the problem Structure the problem Develop the analyses to test the issues Build workplan Run the test and analyses Synthesiz e and report By step three, before we start the analysis, we will have enough information to construct our storyboard The above problem solving process is a popular methodology used by management consulting firms when structuring their engagements. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 7
  5. 5. In the third step, we build tests to analyze the far right side of the decision tree—in this example, we will example just the 2 highlighted options Problem Solving Process – Analyses Define the problem Increase traffic Increase revenue Struct ure the proble m Develop the analyse s to test the issues Synthes ize and report Can staff be reduced? $ Increase conversion Raise prices Run the test and analyse s Build workpla n Difference from benchmark Can salaries be lowered? Can Flevy.com increase its operating margin, particularly by lowering its costs? Levels in a company Reduce labor costs Cut costs Are there cheaper hosting plans? $ Reduce hosting costs Reduce search engine marketing costs Always sketch out your charts—this will help guide your analysis Monthly cost Are there SEM providers? SEO options PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 9
  6. 6. Now, let’s create a storyboard based on these expected findings Expected Findings Development ORIGINAL EXPECTED FINDINGS RE-ORDERED AND RE-WORDED FINDINGS • Most employees are working long hours and engaged in extra duties—it is Can staff be reduced? unlikely staffing levels can be reduced Can salaries be lowered? • Certain levels of employees are paid above their market salaries • It is likely some employees are overpaid relative to the market and can have their salaries lowered Can we write this more clearly and build a story? Are there cheaper hosting plans? Are there SEM providers? • There are no excess capacity, as employees are working long hours and taking on extra tasks • Hosting is a commodity and there should be low cost providers that will allow us to reduce hosting costs by 20% • We can find a low cost hosting provide without sacrificing uptime and reduce costs by 20% • Flevy.com can utilize cheaper SEM providers from offshore companies • Flevy.com can utilize an offshore SEM provider to reduce SEM costs by 50% Try to keep the solution sentence crisp and concise—preferably maintain it at only 1 sentence. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 11
  7. 7. The storyboarding process is powerful enough to cover any concerns you may have Storyboarding – Final Concerns ? 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) The storyboard forces you to be concise and deliver a message as opposed to data— clients like messages. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 13
  8. 8. A slide is composed of 3 key components—the Headline, Body, and Bumper Slide Structure Overview 1 2 The Headline is at the top of the slide. The Body occupies the central part of the slide. 3 The Bumper appears at the bottom of the slide. This is the ―Bumper‖ statement, oftentimes also called the ―Kicker‖ by many consulting firms. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 15
  9. 9. The Headline is the first thing your audience reads—and it conveys the Key Message to the slide Guidelines and Rules of Thumb – Headline  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. Reading all the Headlines, in order from the first slide to the last, should tell a coherent story—i.e. your storyboard. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 17
  10. 10. Lastly, at the bottom (or sometimes top of the Body, depending on your firm’s framework), is the Bumper message that answers the “So what?” Guidelines and Rules of Thumb – Bumper  The Bumper, oftentimes referred to as the “Kicker,” is the “So what?” statement. In other words, the audience may ask “So what?” in reaction to the Headline.  The Bumper must be insightful. It cannot be obvious  Use the Bumper to get your audience to think about what is possible.  The Bumper should be 2 lines max. If you find yourself exceeding 2 lines, reword to cut down the length.  The Bumper should be only 1 sentence. If you can’t think of a Bumper for your slide, then ask yourself, ―Do we really need this slide?‖ PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 19
  11. 11. Don’t overwhelm or underwhelm your audience, and follow these additional rules of thumb when constructing your storyboard Guidelines and Rules of Thumb – Final Thoughts  Each slide, like a paragraph, tells a small story that’s part of the overarching story.  Create a logical flow from beginning to end.  Be sure each slide fits the logical of the overall story.  Don’t overwhelm your audience.  Never make a point that cannot be substantiated.  Don’t underwhelm your audience. E.g., by jamming too much information on 1 slide, by including material that is beyond its comprehension E.g., with too little (or trivial) information, by making simple information seem complex PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service Need to provide additional detail? Feel free to use these call out boxes.  21
  12. 12. 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? Certain levels of employees are paid above their market salaries $ Difference from benchmark Levels in a company PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 23
  13. 13. Lastly, verify that we are using the right type of graph Graph Type Selection Is this the right type of graph to use? Use Graphs • Time series  Use Line Charts • Share  Use Pie Parts • Position  Use Matrix / 2x2 Charts • Size  Illustrative Headline message—certain levels of employees are paid above their market salaries • Information  Use Bar Charts • Comparisons  Use Bar/Stacked Bar Charts THIS IS THE GRAPH TITLE $ • Degree  Use Harvey Balls • Composition  Use % Ball/Area Charts Does the graph send one message clearly? Difference from benchmark 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 Levels in a company • Alphabetical Is a legend needed? Depending on the type of graph, you may end up hiding or highlighting the key insights. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 25
  14. 14. 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. PPT Lab (www.PPTLab.com) – Crowdsourced Business Presentation Design Service 27

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