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Structured Communication, Presentation
Development, and Storyboarding
Presentations attempt to distill lots of information into conclusions and
recommendations

   Financial
    Analysis


                             Findings:
   Focus                                     Conclusions:
    Groups                   (e.g., share                       Recommendation:
                             positions in     (e.g., growth
                                              by taking         (e.g., grow the business
                             industry
                                              share will be     by targeting underserved
   Market                   XYZ have
                                              difficult)        segment)
    Research                 been stable
                             for 10
                             years)
   Competitor
    Benchmarking


   Industry
    Trends

  Your biggest problem is that you know too much: Forget about describing what you did and only
  include the analysis and findings that support your arguments.

                                                                                                  3
Storyboarding




                5
Tell a story your audience can follow




                                        7
A storyboard will help sketch out your story early on

  A storyboard will guide your information needs . . . so, write one early in
  the project or piece of work:
   • Use the storyboard to help identify and communicate the analysis needed
   • Do not wait until you have “the answer” before planning how to communicate the result
  Creating a storyboard up-front will help you to:
   • Visualize each page of the document
   • Organize and communicate ideas
   • Check the logic flow (“necessary and sufficient” arguments)
   • Organize the team
   • Check the team progress




                                                                                             9
The storyboard should have clear headlines that tell a complete, coherent
story
   Reading only the headlines should give the reader a clear idea of the
   story you are telling

   Headlines are the hooks that draw attention to the text below

   Headlines should quickly create and hold the audience‟s interest

   Relative simplicity lowers the risk of losing anyone in your audience:
   – It’s hard to win back an audience once they’re off the hook
   – Complex or illogical storyline raises risk
   – Simple (but not simplistic) storyline lowers risk




                                                                            11
Structuring information in a pyramid is based on proven principles of
information perception
 Basic ideas underlying the pyramid principle



                           • Information is always absorbed
                             sequentially
                           • Humans have a limited capacity to take
                             things in (“critical number seven”)
                           • Comprehension is easier when information
                             is summarised in logical groups
                           • Groupings are perceived more easily when
                             there is a shared criterion at the higher
                             level




                                                    Source: Barbara Minto ”The Pyramid Principle“


                                                                                                    13
Every pyramid has three structural elements
Set-up of a pyramid


                                                            Key statement 1 is
                                       1 Key                 supported by statements that
                                         statement           follow a logical set-up (“MECE
     2 Vertical relationship




                                                             principle”)
                                                            The vertical relationship 2 is
                                                             shown by a dialogue between
                                                             questions and answers that
                                                             creates tension, that leads the
                                                             listener / reader and connects
                                                             the contents
                                                            The horizontal relationship 3
                               3 Horizontal relationship
                                                             builds up lines of
                                                             argumentation




                                                                Source: Barbara Minto ”The Pyramid Principle“


                                                                                                                15
All statements at one level of a pyramid are answers to the same question,
e.g. what? why? how?
  2   Vertical relationship




                                         Company X
           The problem                                          Company X
                                         must take
           with company X                                       should apply a
                                         action Y
           is that ...                                          proven method
                                         because ...




  Characteristics or component parts   Reasons or benefits   Process steps or actions




                                                                                        17
We apply the MECE principle when systematically structuring a problem
 The MECE principle


   Statements at the same level do not overlap   All statements taken together do not leave any gaps
   (Mutually Exclusive)                          (Collectively Exhaustive)



                                                                                  =




 Source: Barbara Minto ”The Pyramid Principle“


                                                                                                       19
A logic tree is not MECE if there are gaps or overlaps
 Example of violating the MECE principle in a logic tree



                                                                       Blue-eyed
                                         People > 180 cm
                                                                         Blonde


           The world‟s population


                                                                   College graduates

                                         People  180 cm
                                                                       Physicists




  The branches of this logic tree reveal both gaps and overlaps: the MECE principle has not been
  met!


                                                                                                   21
Presentations should follow the horizontal and vertical logic format

        Section
                       Purpose of the Meeting   Agenda                    Project Charter    Executive Summary



      Introduction                                                              (Optional)




                       Title                                         Conclusions                                 Recommendations

                                                                                                                 • Strategic Options
                                                  Story                                      Story
      Section 1




                                                                                                                                       Vertical Logic
                       Findings                                      Conclusions                                 Recommendations

                        • Industry/Competitor                                                                    • Strategic Options
                                                  Story                                      Story
     Section 2, etc.    • Customer/Market
                        • Cost
                        • Capabilities



                       Next Steps




      Next Steps

                       Analysis                            Market Research Detail




      Appendixes


                                                         Horizontal Logic

                                                                                                                                                        23
A good beginning moves from what is known to listeners to the learnings
gained through the project analysis
 Structure of an introduction

  Known to management                                                               “Value added” by analysis


                                                                                             Answer
     Situation                     Complication                    Question                 (Solution)


 Step                                     Effect

                                          Takes listeners / readers “by the hand”
 Situation
                                          • Made receptive for key statement
 • Stable situation perceived by all
                                          • No surprises: listeners / readers
    involved
                                            agree and follow argumentation

 Complication
 • What went wrong                        Triggers question that leads to main
 • What changed                           statement
 • Need to select among options
 Question
                                          Is sometimes asked only
 • How to best respond to the             implicitly
   complication                                                                             Pyramid
                                          We have determined the scope of the
 Answer                                   presentation


                                                                                                                25
Using a Format




                 27
Headline (a complete sentence with a verb)
 Subtitle
      • Bullet:
         – Sub-bullet (as needed):
            – Sub-sub-bullet (as needed)
                                                              “Tracker”
                                                              (optional)




                                     A look at the elements
                                        and their names




  “Kicker [box]” (optional).

                                                                           29
Presenting Data




                  31
Keep tables as simple and clean as possible
 • Highlight key numbers:
   – Box or circle
   – Boldface
 • Create logical patterns and progressions:
   – Low to high, left to right, past to present to future, etc.
 • Use repetition:
   – Present similar data in same format from page to page
   – Promotes audience comfort
 • Put “data dumps” in appendix




                                                                   33
Choose the right graphic for the job you want done
  In general:

                     Share                     Pie Charts


                 Comparisons                   Bar Charts


                    Trends                    Line Graphs


                    Degree                     Booz Balls


                    Position                    Matrices




                                                            35
Comparisons = Bar Charts


                              Strategy 1: “Status Quo”
                     Projected 1999 Market Share by Distribution Channel

                                                                                 84%


            Traditional

            Non-traditional                                                            58%

            Total
                                                                           41%




      23%
                    19%                              19%
                               17%
                                                                13%
                                          10%              9%
             4%                      3%



       Company                Competitor 1           Competitor 2           All Other
                                                                           Competitors

                                                                                             37
Degree = Booz Balls


                                   Siding
    Support Requirement         Distributors       Retailers    OEMs

    Breadth of Product Line

    Delivery Requirements

    Order Processing

    Training by Sales Reps

    Financing

    Packaging

                       Level of Support
                                          Low   Medium   High
                              Required


                                                                       39

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Flevy.com - Structured Communication, Presentation Development, and Storyboarding

  • 2. Presentations attempt to distill lots of information into conclusions and recommendations  Financial Analysis Findings:  Focus Conclusions: Groups (e.g., share Recommendation: positions in (e.g., growth by taking (e.g., grow the business industry share will be by targeting underserved  Market XYZ have difficult) segment) Research been stable for 10 years)  Competitor Benchmarking  Industry Trends Your biggest problem is that you know too much: Forget about describing what you did and only include the analysis and findings that support your arguments. 3
  • 4. Tell a story your audience can follow 7
  • 5. A storyboard will help sketch out your story early on A storyboard will guide your information needs . . . so, write one early in the project or piece of work: • Use the storyboard to help identify and communicate the analysis needed • Do not wait until you have “the answer” before planning how to communicate the result Creating a storyboard up-front will help you to: • Visualize each page of the document • Organize and communicate ideas • Check the logic flow (“necessary and sufficient” arguments) • Organize the team • Check the team progress 9
  • 6. The storyboard should have clear headlines that tell a complete, coherent story Reading only the headlines should give the reader a clear idea of the story you are telling Headlines are the hooks that draw attention to the text below Headlines should quickly create and hold the audience‟s interest Relative simplicity lowers the risk of losing anyone in your audience: – It’s hard to win back an audience once they’re off the hook – Complex or illogical storyline raises risk – Simple (but not simplistic) storyline lowers risk 11
  • 7. Structuring information in a pyramid is based on proven principles of information perception Basic ideas underlying the pyramid principle • Information is always absorbed sequentially • Humans have a limited capacity to take things in (“critical number seven”) • Comprehension is easier when information is summarised in logical groups • Groupings are perceived more easily when there is a shared criterion at the higher level Source: Barbara Minto ”The Pyramid Principle“ 13
  • 8. Every pyramid has three structural elements Set-up of a pyramid  Key statement 1 is 1 Key supported by statements that statement follow a logical set-up (“MECE 2 Vertical relationship principle”)  The vertical relationship 2 is shown by a dialogue between questions and answers that creates tension, that leads the listener / reader and connects the contents  The horizontal relationship 3 3 Horizontal relationship builds up lines of argumentation Source: Barbara Minto ”The Pyramid Principle“ 15
  • 9. All statements at one level of a pyramid are answers to the same question, e.g. what? why? how? 2 Vertical relationship Company X The problem Company X must take with company X should apply a action Y is that ... proven method because ... Characteristics or component parts Reasons or benefits Process steps or actions 17
  • 10. We apply the MECE principle when systematically structuring a problem The MECE principle Statements at the same level do not overlap All statements taken together do not leave any gaps (Mutually Exclusive) (Collectively Exhaustive) = Source: Barbara Minto ”The Pyramid Principle“ 19
  • 11. A logic tree is not MECE if there are gaps or overlaps Example of violating the MECE principle in a logic tree Blue-eyed People > 180 cm Blonde The world‟s population College graduates People  180 cm Physicists The branches of this logic tree reveal both gaps and overlaps: the MECE principle has not been met! 21
  • 12. Presentations should follow the horizontal and vertical logic format Section Purpose of the Meeting Agenda Project Charter Executive Summary Introduction (Optional) Title Conclusions Recommendations • Strategic Options Story Story Section 1 Vertical Logic Findings Conclusions Recommendations • Industry/Competitor • Strategic Options Story Story Section 2, etc. • Customer/Market • Cost • Capabilities Next Steps Next Steps Analysis Market Research Detail Appendixes Horizontal Logic 23
  • 13. A good beginning moves from what is known to listeners to the learnings gained through the project analysis Structure of an introduction Known to management “Value added” by analysis Answer Situation Complication Question (Solution) Step Effect Takes listeners / readers “by the hand” Situation • Made receptive for key statement • Stable situation perceived by all • No surprises: listeners / readers involved agree and follow argumentation Complication • What went wrong Triggers question that leads to main • What changed statement • Need to select among options Question Is sometimes asked only • How to best respond to the implicitly complication Pyramid We have determined the scope of the Answer presentation 25
  • 15. Headline (a complete sentence with a verb) Subtitle • Bullet: – Sub-bullet (as needed): – Sub-sub-bullet (as needed) “Tracker” (optional) A look at the elements and their names “Kicker [box]” (optional). 29
  • 17. Keep tables as simple and clean as possible • Highlight key numbers: – Box or circle – Boldface • Create logical patterns and progressions: – Low to high, left to right, past to present to future, etc. • Use repetition: – Present similar data in same format from page to page – Promotes audience comfort • Put “data dumps” in appendix 33
  • 18. Choose the right graphic for the job you want done In general: Share Pie Charts Comparisons Bar Charts Trends Line Graphs Degree Booz Balls Position Matrices 35
  • 19. Comparisons = Bar Charts Strategy 1: “Status Quo” Projected 1999 Market Share by Distribution Channel 84% Traditional Non-traditional 58% Total 41% 23% 19% 19% 17% 13% 10% 9% 4% 3% Company Competitor 1 Competitor 2 All Other Competitors 37
  • 20. Degree = Booz Balls Siding Support Requirement Distributors Retailers OEMs Breadth of Product Line Delivery Requirements Order Processing Training by Sales Reps Financing Packaging Level of Support Low Medium High Required 39