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BM07AFM 2023 Session 1 - Presentation Structure

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Presentations that inspire
Or how to make an impact on your audience
Rotterdam School of Management
BM07AFM Session 1 - September 2023
Nicolas Constantinesco
This course focuses on social skills
Situation
§ As a business person, you
will need to work with
people and influence
them:
– To get their help
– To get things done
– To drive decisions
§ Effective communication
and interactions are
therefore key
1
Complication
Communicating and
influencing are hard because
(1) we think we know how to
do it and (2) people …
§ May not trust you right
away
§ Don’t listen well
§ Are resistant to change
Resolution
The objective of this course
is to improve your ability to
communicate, collaborate
and influence in a business
environment
Course schedule
Tue 5 Sep
13:00-15:45
Wed 6 Sep
13:00-15:45
Thu 7 Sep
13:00-15:45
Designing high
impact
presentations
Designing
quality slides
Stakeholder
management
strategies
Preparing
meetings
The 12
influencing
tactics
Wed 13 Sep
Team final
presentations
GROUP 1
Teams 1-8
9:00-11:45
GROUP 2
Teams 9-16
13:00-15:45
GROUP 3
Teams 17-25
17:00-19:45
2
The team assignment consists of preparing and
delivering a business presentation
Write business presentation in
your teams:
§ 10-15 slides
§ Each person to write at least
2 slides
§ Teams in Canvas
§ See Canvas for detailed
assignment requirements
(choose between 3 options)
§ Submission deadline Tuesday
12 Sep at 18:00
3
Present document orally:
§ 13 Sep
§ Max 12 minutes
§ Max 3 presenters
Let me know BEFORE
17:00 TOMORROW if
your name is missing
The evaluation of the team assignment focuses on
communication skills – not content
3 evaluation dimensions:
1. Is the story clear, logical and compelling?
(team grade)
2. Do the slides convey messages simply and
convincingly? (individual grade)
3. Is the presentation delivered clearly, with
presence & conviction? (team grade)
4
Focus on being
convincing rather
than being right
Course schedule
Tue 5 Sep
13:00-15:45
Wed 6 Sep
13:00-15:45
Thu 7 Sep
13:00-15:45
Designing high
impact
presentations
Writing quality
slides
Stakeholder
management
strategies
Preparing
meetings
The 12
influencing
tactics
Wed 13 Sep
Team final
presentations
GROUP 1
Teams 1-8
9:00-11:45
GROUP 2
Teams 9-16
13:00-15:45
GROUP 3
Teams 17-25
17:00-19:45
5
Today’s story and agenda
Presentations must persuade
3 elements for persuasive presentations
Use great visuals
Prepare in 3+1 steps
Focus on 1 key message
Use a 3-part storyline to deliver the message
1. Start with a catchy question
§ Introduce 1 overarching question
§ Use SCQ to make the question interesting
2. Answer with a Pyramid
§ Start with a compelling Key Message
§ Follow up with a convincing argument
§ Communicate your Pyramid Top-Down
3. Conclude on a high with call to action
6
Let’s first look
at an example…
7
HelpDesk context
§ You are an executive at HelpDesk
§ HelpDesk provides IT support to other businesses
§ For a fixed monthly fee, clients can make unlimited IT support calls to
HelpDesk whenever they have an IT problem
§ When a client problem can’t be solved by phone, dispatch technicians
are sent to the client’s site to solve the problem locally
§ Despite growing revenues, HelpDesk’s profits declined so sharply in
recent years that the board hired a new CEO with a mission to turn
around the company in the next 2 years
§ The new CEO assembled a team to solve the problem
§ The CEO invited you to the team’s final presentation
8
Operations are growing
Revenue
9
Profits are declining
Profits
10
We must restore profits quickly!
Our task:
11
How can we
restore profits
to 2020 levels
in 2 years?
ü Quick wins
ü Long term
sustainable
measures
Reduce the dispatch rate
More effective
Lower costs
3 key measures
1. Hiring & training
2. Tiered system
3. Incentives
12
Dispatch is 70% of costs
33
3
13
23
7
Dispatch
Call
Center
Overhead
Total
Dispatched problems cost much more
# problems
Solved by
phone
Dispatched
14
560
190
Cost/problem
10
130
Less phone time increases dispatch rate
40%
Dispatch rate
35%
Poor
performers
drive high
costs
30%
25%
20%
15%
10%
1.5
2.5
3.5
4.5
Calls per hour
15
5.5
Poor performance due to low skills & incentives
Uneven skill
levels
Limited
training
Comp
16
HD
Wrong
incentives
Top 20%
most calls
Decision #1: Improve hiring & training
17
Hiring
§ …………
§ …………
§ …………
Training
§ …………
§ …………
§ …………
Decision #2: Implement tiered system
3
25%
20%
Level 2
Level 1
Dispatch rate
18
Decision #3: Restructure incentives
19
From
To
# calls
% problems
solved
Top 20 %
Everyone
Potential savings of 5 Million
9
4
-3
-1
5
H+T
Net
3
2
H+T
20
Tier
Incent. Gross
Staff
Implement in 3 parallel streams
Time
H+T
Tiered
Incentives
21
…
…
…
…
…
…
…
Recap of key decisions
ü Invest in Hiring & Training
ü Implement tiered system
ü Restructure incentives
22
Immediate next steps
1. Set up PMO
2. Appoint 3 Task
Force leaders
End of example
23
Helpdesk Final Presentation overview
Operations are growing
Profits are declining
We must restore profits quickly!
Revenue
Profits
Our task:
9
1
11
Improve effectiveness of Call Center
Dispatch is 2/3 of costs
How can we
restore profits
in 2 years?
7
Lower costs
3 ways to reduce referral rate
1. Hiring & training
2. Tiered system
3. Incentives
Comp
Call
Center
Overhead
1.5
2.5
3.5
4.5
5.5
Calls per hour
Decision #3: Restructure incentives
§ …………
§ …………
§ …………
Hiring
3
25%
20%
From
To
# calls
% calls solved
Top 20 %
Everyone
Lvl 2
§ …………
§ …………
§ …………
Training
Top 20%
most calls
Level 1
Referral rate
18
19
Recap of key decisions
Immediate next steps
Time
H+T
-3
-1
…
…
5
Tiered
3
…
…
…
Incentives
Staff
H+T
…
ü Invest in Hiring & Training
1. Set up PMO
ü Implement tiered system
2. Appoint 3 Task
Force leaders
ü Restructure incentives
2
24
15%
Decision #2: Implement tiered system
9
20
20%
Decision #1: Improve hiring & training
Implement in 3 parallel streams
Incent Gross
25%
15
Potential savings of $5M
Tier
130
Poor
performers
drive high
costs
30%
14
17
H+T
190
Total
16
4
10
13
Wrong
incentives
HD
35%
10%
Dispatch
Poor performance due to low skills & incentives
Limited
training
40%
Cost/call
560
Referred
12
Uneven skill
levels
Solved by
phone
Less phone time increases referral rate
Referral rate
# calls
3
More effective
ü Long term
sustainable
measures
Referred calls cost 13x more
33
23
ü Quick wins
…
Net
21
22
23
Today’s story and agenda
Presentations must persuade
3 elements for persuasive presentations
Use great visuals
Prepare in 3+1 steps
Focus on 1 key message
Use a 3-part storyline to deliver the message
1. Start with a catchy question
§ Introduce 1 overarching question
§ Use SCQ to make the question interesting
2. Answer with a Pyramid
§ Start with a compelling Key Message
§ Follow up with a convincing argument
§ Communicate your Pyramid Top-Down
3. Conclude on a high with call to action
25
There are many types of presentations
Entertaining
Presenting so that
people have a
good time
Informative
Presenting to
inform or
educate people
Birthday
speech
Lecture
Comedy
skit
26
Source: Dr. Stefanie Rathje
Training
Most business presentations are about persuasion
Entertaining
Presenting so that
people have a
good time
Informative
Presenting to
inform or
educate people
Presenting to convince or
persuade your audience
Sales
presentation
Birthday
speech
Strategy
presentation
Lecture
Comedy
skit
Training
What do you want to
persuade people of?
27
Persuasive
Source: Dr. Stefanie Rathje
Budget
presentation
Project
presentation
The Helpdesk Final Presentation was designed to
persuade
Operations are growing
Profits are declining
We must restore profits quickly!
Revenue
Profits
Our task:
9
1
11
Improve effectiveness of Call Center
Dispatch is 2/3 of costs
How can we
restore profits
in 2 years?
7
Lower costs
3 ways to reduce referral rate
1. Hiring & training
2. Tiered system
3. Incentives
Comp
Call
Center
Overhead
1.5
2.5
3.5
4.5
5.5
Calls per hour
Decision #3: Restructure incentives
§ …………
§ …………
§ …………
Hiring
3
25%
20%
From
To
# calls
% calls solved
Top 20 %
Everyone
Lvl 2
§ …………
§ …………
§ …………
Training
Top 20%
most calls
Level 1
Referral rate
18
19
Recap of key decisions
Immediate next steps
Time
H+T
-3
-1
…
…
5
Tiered
3
…
…
…
Incentives
Staff
H+T
…
ü Invest in Hiring & Training
1. Set up PMO
ü Implement tiered system
2. Appoint 3 Task
Force leaders
ü Restructure incentives
2
28
15%
Decision #2: Implement tiered system
9
20
20%
Decision #1: Improve hiring & training
Implement in 3 parallel streams
Incent Gross
25%
15
Potential savings of $5M
Tier
130
Poor
performers
drive high
costs
30%
14
17
H+T
190
Total
16
4
10
13
Wrong
incentives
HD
35%
10%
Dispatch
Poor performance due to low skills & incentives
Limited
training
40%
Cost/call
560
Referred
12
Uneven skill
levels
Solved by
phone
Less phone time increases referral rate
Referral rate
# calls
3
More effective
ü Long term
sustainable
measures
Referred calls cost 13x more
33
23
ü Quick wins
…
Net
21
22
23
Today’s story and agenda
Presentations must persuade
3 elements for persuasive presentations
Use great visuals
Prepare in 3+1 steps
Focus on 1 key message
Use a 3-part storyline to deliver the message
1. Start with a catchy question
§ Introduce 1 overarching question
§ Use SCQ to make the question interesting
2. Answer with a Pyramid
§ Start with a compelling Key Message
§ Follow up with a convincing argument
§ Communicate your Pyramid Top-Down
3. Conclude on a high with call to action
29
Many business presentations fail to make an impact
Boring
Confusing
Too much
information
Too long
30
Not
pretty
3 key elements to make presentations persuasive
Interesting / important
(emotionally engaging)
Easy to understand
(clear & to the point)
Convincing
(logically robust)
31
Today’s story and agenda
Presentations must persuade
3 elements for persuasive presentations
Use great visuals
Prepare in 3+1 steps
Focus on 1 key message
Use a 3-part storyline to deliver the message
1. Start with a catchy question
§ Introduce 1 overarching question
§ Use SCQ to make the question interesting
2. Answer with a Pyramid
§ Start with a compelling Key Message
§ Follow up with a convincing argument
§ Communicate your Pyramid Top-Down
3. Conclude on a high with call to action
32
Great visuals make a message really clear!
Interesting /
important
(emotionally engaging)
Easy to understand
(clear & to the point)
Convincing
(logically robust)
33
Today’s story and agenda
Presentations must persuade
3 elements for persuasive presentations
Use great visuals
Prepare in 3+1 steps
Focus on 1 key message
Use a 3-part storyline to deliver the message
1. Start with a catchy question
§ Introduce 1 overarching question
§ Use SCQ to make the question interesting
2. Answer with a Pyramid
§ Start with a compelling Key Message
§ Follow up with a convincing argument
§ Communicate your Pyramid Top-Down
3. Conclude on a high with call to action
34
Prepare your presentation in 4 steps
1. Build
Storyline
Decide
what to say
to your
audience
35
2. Design
Storyboard
& Slides
Design visuals
that make it
easier to
understand
and more
convincing
3. Make
Slides
4. Prepare
Delivery
ü Easier preparation
ü Better results
1.The storyline is a sequence of messages that tell
a story
1.1 Operations are growing
1.2 Profits are declining
1.3 How can we restore profits in 2 years?
Helpdesk
storyline
2.1 Reduce dispatch rates
2.2 Dispatch is 75% of costs
2.3 Dispatched calls cost much more
2.4 Less phone time leads to more dispatches
2.5 Variations caused by poor skills & training
2.6 Improve hiring & training
2.7 Implement tiered system
2.8 Restructure incentives
2.9 You can save $5 million
3.1 Implement in 3 streams
3.2 You must make 3 key decisions
3.3 Set up PMO and appoint Task Force leaders
36
Interesting /
important
(emotionally engaging)
Easy to understand
(clear & to the point)
Convincing
(logically robust)
Each item is
a crystal-clear
message
2. A storyboard is a visual sketch of the presentation
Interesting /
important
(emotionally engaging)
Easy to understand
(clear & to the point)
Example storyboard
Convincing
(logically robust)
Design your storyboard
in 3 steps
1. Decide number of slides
37
2. A storyboard is a visual sketch of the presentation
Interesting /
important
(emotionally engaging)
Easy to understand
(clear & to the point)
Example storyboard
Convincing
(logically robust)
Operations are growing
Profits are declining
We must restore profits quickly!
Revenue
Profits
Our task:
9
1
11
Reduce the dispatch rate
Dispatch is 2/3 of costs
# problems
3
7
23
More effective
Solved by
phone
Lower costs
Call
Center
Overhead
Poor performance due to low skills & incentives
Comp
Top 20%
most calls
Hiring
§ …………
§ …………
§ …………
Training
§ …………
§ …………
§ …………
190
130
Poor
performers
drive high
costs
30%
25%
20%
15%
2.5
3.5
4.5
Calls per hour
39
Decision #2: Implement tiered system
Decision #3: Restructure incentives
3
25%
20%
From
To
# calls
% calls solved
Top 20 %
Everyone
Lvl 2
Level 1
Referral rate
17
18
19
Potential savings of $5M
Implement in 3 parallel streams
Recap of key decisions
Immediate next steps
4
Time
H+T
-3
-1
…
…
5
Tiered
3
…
…
…
Incentives
H+T
Tier
Incent Gross
Staff
H+T
…
ü Invest in Hiring & Training
1. Set up PMO
ü Implement tiered system
2. Appoint 3 Task
Force leaders
ü Restructure incentives
2
20
5.5
38
16
9
38
10
…
Net
21
22
1. Decide number of slides
35%
1.5
Decision #1: Improve hiring & training
Wrong
incentives
HD
40%
Cost/problem
Total
13
Limited
training
Less phone time increases dispatch rate
10%
Dispatch
36
Uneven skill
levels
560
Dispatched
3 key measures
1. Hiring & training
2. Tiered system
3. Incentives
ü Long term
sustainable
measures
Dispatched problems cost much more
33
Design your storyboard
in 3 steps
ü Quick wins
Dispatch rate
How can we
restore profits
in 2 years?
23
2. Insert your storyline into
the slides
§ Stick to the rule
one message per slide
2. A storyboard is a visual sketch of the presentation
Interesting /
important
(emotionally engaging)
Easy to understand
(clear & to the point)
Convincing
Example storyboard
(logically robust)
Operations are growing
Profits are declining
We must restore profits quickly!
Revenue
Profits
How can we
Our task: restore profits
in 2 years?
99
1
11
11
Reduce the dispatch rate
Dispatch is 2/3 of costs
More effective
Solved by
phone
Lower costs
Dispatched
3 key measures
1. Hiring & training
2. Tiered system
3. Incentives
Dispatch
Call
Center
Overhead
Poor performance due to low skills & incentives
Limited
training
Comp
Top 20%
most calls
HD
Hiring
§ …………
§ …………
§ …………
Training
§ …………
§ …………
§ …………
190
130
Poor
Poor
performers
performers
drive
drive high
high
costs
costs
30%
30%
25%
25%
20%
20%
15%
15%
2.5
2.5
3.5
3.5
4.5
4.5
Calls
Calls per
per hour
hour
39
39
Decision #2: Implement tiered system
Decision #3: Restructure incentives
incentives
3
25%
20%
From
To
# calls
% calls solved
solved
Top 20 %
Everyone
Lvl 2
Level 1
17
18
18
19
19
Implement in 3 parallel streams
Recap of key decisions
Immediate next steps
Time
H+T
-3
-1
…
…
5
Tiered
3
…
…
…
Incentives
H+T
Tier
Incent Gross
Staff
H+T
…
ü Invest in Hiring & Training
1. Set up PMO
ü Implement tiered system
2. Appoint 3 Task
Force leaders
ü Restructure incentives
2
20
20
…
Net
21
2. Insert your storyline into
the slides
§ Stick to the rule
one message per slide
Referral rate
Potential savings of $5M
4
5.5
5.5
38
38
16
16
9
39
10
1. Decide number of slides
35%
35%
10%
10%
1.5
1.5
Decision #1: Improve hiring & training
Wrong
incentives
40%
40%
Cost/problem
Total
13
36
36
Uneven skill
levels
560
Less phone time increases dispatch
dispatch rate
rate
Dispatch rate
# problems
3
7
23
ü Long term
sustainable
measures
Dispatched problems cost much more
33
Design your storyboard
in 3 steps
ü Quick wins
22
22
23
23
3. Decide how to visually
‘prove’ each slide
message (slide design)
Today’s story and agenda
Presentations must persuade
3 elements for persuasive presentations
Use great visuals
Prepare in 3+1 steps
Focus on 1 key message
Use a 3-part storyline to deliver the message
1. Start with a catchy question
§ Introduce 1 overarching question
§ Use SCQ to make the question interesting
2. Answer with a Pyramid
§ Start with a compelling Key Message
§ Follow up with a convincing argument
§ Communicate your Pyramid Top-Down
3. Conclude on a high with call to action
40
For maximum chance of persuasion, focus on just one
overarching message
Easy to understand
(clear & to the point)
Convincing
(logically robust)
I care, I understand
and I agree
§ Just one Key Message
§ Easier to understand and
more convincing
Objective:
Convey your Key Message
interestingly, simply and
convincingly
41
§ Only build presentation
when you are 100% clear
about your Key Message
§ Ensure the Key Message is
tailored to the audience
Today’s story and agenda
Presentations must persuade
3 elements for persuasive presentations
Use great visuals
Prepare in 3+1 steps
Focus on 1 key message
Use a 3-part storyline to deliver the message
1. Start with a catchy question
§ Introduce 1 overarching question
§ Use SCQ to make the question interesting
2. Answer with a Pyramid
§ Start with a compelling Key Message
§ Follow up with a convincing argument
§ Communicate your Pyramid Top-Down
3. Conclude on a high with call to action
42
Psychology shows persuasion works best in 3 stages
Easy to understand
(clear & to the point)
Convincing
(logically robust)
Primacy & Recency effect
Episodic change model
People tend to remember the start
and the end of experiences
Persuasion needs preparation
and follows a certain process
OPENING
Primacy
Retention
Time
43
Source: Dr. Stefanie Rathje
CLOSING
Recency
Unfreeze
Change
Prepare
audience
§ Raise
awareness
§ Create
urgency
Build your
case
§ Deliver
argument
§ Show
evidence
Freeze
Secure
agreement
§ Present clear
consequences
§ Gain
commitment
The “Toyota” of storylines is the simplest
and most reliable form of persuasion
Interesting /
important
(emotionally engaging)
Easy to understand
(clear & to the point)
Convincing
(logically robust)
Introduction
Ask provocative question
Body
Answer question with pyramid
Complication
Key
message
Situation
Question
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Create a
disruption
44
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Conclusion
End on a high with
call to action
Summary
Next
steps
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Offer a solution
Reaffirm &
embed
the solution
Today’s story and agenda
Presentations must persuade
3 elements for persuasive presentations
Use great visuals
Prepare in 3+1 steps
Focus on 1 key message
Use a 3-part storyline to deliver the message
1. Start with a catchy question
§ Introduce 1 overarching question
§ Use SCQ to make the question interesting
2. Answer with a Pyramid
§ Start with a compelling Key Message
§ Follow up with a convincing argument
§ Communicate your Pyramid Top-Down
3. Conclude on a high with call to action
45
Use SCQ to structure your introduction
Introduction
Ask provocative question
Body
Answer question with pyramid
Complication
Key
message
Situation
Question
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Create a
disruption
46
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Conclusion
End on a high with
call to action
Summary
Next
steps
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Offer a solution
Reaffirm &
embed
the solution
Focus your presentation on one provocative question
Interesting /
important
(emotionally engaging)
Easy to understand
(clear & to the point)
ONE QUESTION:
ü Easier to follow
ü Easier to prepare
47
PROVOCATIVE:
ü More engaging
ü More likely to
drive change
To make your question provocative,
create a disruption
48
3-minute thesis example
49
0:34
Use SCQ to create a hook and provoke interest in
your Question
Interesting /
important
(emotionally engaging)
Situation
Complication
Question
Target effect
on audience
OK, I understand
Oh wow… really!?
Yes, we MUST
answer this question!
Example
So far Bol.com has
been a great success;
It’s the leader in NL
e-commerce
Amazon plans to
enter NL
How can Bol.com
protect its leadership
position?
Description
§ Starting point,
§ Spells out the reason
general background,
for acting now
history, status, etc…
§ Contains changes,
§ Often recognizable
events, threats or
by audience
opportunities that
disrupt the Situation
and the hurdles that
need to be overcome
§ We can’t sit still: the
disruption demands a
response
50
§ Asks how the
hurdles of the C
can be overcome
§ Follows logically
from the disruption
caused by the
Complication
§ Solving the
Question would
eliminate the
disruption
§ SCQ works like
a system
§ The more C has
a disruptive
effect on S,
the clearer it is
that Q matters
A good storyline often starts with SCQ
Interesting /
important
(emotionally engaging)
1.1 Operations are growing
1.2 Profits are declining
1.3 How can we restore profits in 2 years?
Helpdesk
storyline
2.1 Reduce dispatch rates
2.2 Dispatch is 75% of costs
2.3 Dispatched calls cost much more
2.4 Less phone time leads to more dispatches
2.5 Variations caused by poor skills & training
2.6 Improve hiring & training
2.7 Implement tiered system
2.8 Restructure incentives
2.9 You can save $5 million
3.1 Implement in 3 streams
3.2 You must make 3 key decisions
3.3 Set up PMO and appoint Task Force leaders
51
SCQ
Today’s case example will focus on the iCar
Airbus A380: world’s largest passenger plane
52
Team exercise
20 mins
Should Apple build an iCar?
Build an SCQ in your pairs
File #1 https://tinyurl.com/mpmzdsar
File #2 https://tinyurl.com/mw5t3zf2
File #3 https://tinyurl.com/mtjxxvy4
53
§ Rename your tab
§ Only fill yellow cells
Today’s story and agenda
Presentations must persuade
3 elements for persuasive presentations
Use great visuals
Prepare in 3+1 steps
Focus on 1 key message
Use a 3-part storyline to deliver the message
1. Start with a catchy question
§ Introduce 1 overarching question
§ Use SCQ to make the question interesting
2. Answer with a Pyramid
§ Start with a compelling Key Message
§ Follow up with a convincing argument
§ Communicate your Pyramid Top-Down
3. Conclude on a high with call to action
54
Put a Pyramid Argument at core of storyline
Introduction
Ask provocative question
Body
Answer question with pyramid
Complication
Key
message
Situation
Question
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Create a
disruption
55
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Conclusion
End on a high with
call to action
Summary
Next
steps
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Offer a solution
Reaffirm &
embed
the solution
Pyramids are easy to understand & convincing –
example 1
Easy to understand
(clear & to the point)
Should we launch
product ABC?
Always
top-down
Convincing
(logically robust)
Yes, because the business
plan is attractive
Why or how?
The
product
solves a
real
problem
for users
56
There is high
demand for this
product
Its profit
potential is high
It can make us
industry leaders
Why or how?
Why or how?
Why or how?
Usertesting
shows it’s
easy to use
It has no
direct
competitor
Revenues are
expected to
be high
It can be
produced
cost
efficiently
The
product is
the only
one to
address
this need
* Source: The Minto Pyramid Principle: Logic in Writing, Thinking and Problem Solving by Barbara Minto
It’s based
on the
latest
technology
It gives us
a complete
portfolio
Pyramids are easy to understand & convincing –
example 2
Easy to understand
(clear & to the point)
How can Helpdesk
restore profitability?
Always
top-down
Convincing
(logically robust)
Reducing the dispatch rate
can improve profits by
$5 million
Why or how?
Improve
Hiring & Training
Implement
Tiered System
Restructure
Incentives
(2.5 million)
(1.5 million)
(1 million)
Why or how?
Why or how?
Why or how?
High
differences
in performance
levels
57
Many
technicians
have low
skill level
We train
less than
the competition
Transmit the
“problem”
through
levels of
hierarchy
They
facilitate
specialization
A tiered
system could
lower the
referral rate
from 25% to
20%
Current
incentives
reward #
of calls
processed
* Source: The Minto Pyramid Principle: Logic in Writing, Thinking and Problem Solving by Barbara Minto
Top 20%
focus fails to
motivate
bottom half
performers
Rewarding
everyone for
% of calls
solved could
reduce
referral rate
The pyramid is built into the storyline…
Easy to understand
(clear & to the point)
1.1 Operations are growing
1.2 Profits are declining
1.3 How can we restore profits in 2 years?
Helpdesk
storyline
2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
2.9
Reduce dispatch rates
Dispatch is 75% of costs
Dispatched calls cost much more
Less phone time leads to more dispatches
Variations caused by poor skills & training
Improve hiring & training
Implement tiered system
Restructure incentives
Potential savings of $5 million
3.1 Implement in 3 streams
3.2 You must make 3 key decisions
3.3 Set up PMO and appoint Task Force leaders
58
Convincing
(logically robust)
Key Message
Supporting Argument
(why)
Supporting Arguments
(how)
… and therefore into the presentation
Intro
Dispatch is 2/3 of costs
Referred calls cost 13x more
33
# calls
3
7
23
More effective
Lower costs
3 ways to reduce referral rate
1. Hiring & training
2. Tiered system
3. Incentives
12
Poor performance due to low skills & incentives
Uneven skill
levels
Limited
training
Comp
16
Solved by
phone
HD
40%
Cost/call
560
Referred
Less phone time increases referral rate
35%
10
190
130
Referral rate
Improve effectiveness of Call Center
Poor
performers
drive high
costs
30%
25%
20%
15%
10%
Dispatch
Call
Center
Overhead
1.5
Total
2.5
3.5
4.5
5.5
Calls per hour
13
14
15
Decision #1: Improve hiring & training
Decision #2: Implement tiered system
Decision #3: Restructure incentives
Wrong
incentives
Hiring
Training
Top 20%
most calls
17
§ …………
§ …………
§ …………
3
25%
20%
From
To
# calls
% calls solved
Top 20 %
Everyone
Pyramid
Lvl 2
§ …………
§ …………
§ …………
Level 1
Referral rate
18
19
Conclusion
59
Start with a compelling key message
Interesting /
important
Always
top-down
(emotionally engaging)
How can Helpdesk
restore profitability?
Easy to understand
(clear & to the point)
Convincing
(logically robust)
Reducing the dispatch rate
can improve profits by
$5 million
Great Key Message:
1. Punchy sentence
2. Answers the Question
3. Overarching
(contains everything)
4. Resonates with audience
60
* Source: The Minto Pyramid Principle: Logic in Writing, Thinking and Problem Solving by Barbara Minto
Follow up with convincing logic
Easy to understand
(clear & to the point)
How can Helpdesk
restore profitability?
Always
top-down
Convincing
(logically robust)
Reducing the dispatch rate
can improve profits by
$5 million
Why or how?
Improve
Hiring & Training
Implement
Tiered System
Restructure
Incentives
(2.5 million)
(1.5 million)
(1 million)
Why or how?
Why or how?
Why or how?
High
differences
in performance
levels
61
Many
technicians
have low
skill level
We train
less than
the competition
Transmit the
“problem”
through
levels of
hierarchy
They
facilitate
specialization
A tiered
system could
lower the
referral rate
from 25% to
20%
Current
incentives
reward #
of calls
processed
* Source: The Minto Pyramid Principle: Logic in Writing, Thinking and Problem Solving by Barbara Minto
Top 20%
focus fails to
motivate
bottom half
performers
Rewarding
everyone for
% of calls
solved could
reduce
referral rate
Ensure your Supporting Arguments are clean,
simple and robust
Easy to understand
(clear & to the point)
Convincing
(logically robust)
Key Message
Supporting Arguments:
1. Support Key Message
2. Why and/or How logic
3. Rule of 3
4. No overlaps
5. Tactically ordered
62
* Source: The Minto Pyramid Principle: Logic in Writing, Thinking and Problem Solving by Barbara Minto
Order your arguments tactically to make them
easier to understand and more convincing
63
Ordering logic:
Examples
By time or chronology
Short term, medium term, long term
From most to least
Most impactful, medium impact, least impactful
Process-based
Make long list, prioritize list, target priorities
Established convention
Customer, Competition, Company
Any otherwise easy-tofollow logic
Eat-in customers, take-away customers, delivery
customers
Team exercise
20 mins
Should Apple build an iCar?
Build your Pyramid argument
File #1 https://tinyurl.com/mpmzdsar
File #2 https://tinyurl.com/mw5t3zf2
File #3 https://tinyurl.com/mtjxxvy4
64
§ Rename your tab
§ Fill in yellow cells only
Today’s story and agenda
Presentations must persuade
3 elements for persuasive presentations
Use great visuals
Prepare in 3+1 steps
Focus on 1 key message
Use a 3-part storyline to deliver the message
1. Start with a catchy question
§ Introduce 1 overarching question
§ Use SCQ to make the question interesting
2. Answer with a Pyramid
§ Start with a compelling Key Message
§ Follow up with a convincing argument
§ Communicate your Pyramid Top-Down
3. Conclude on a high with call to action
65
Conclude with a summary & next steps
Introduction
Ask provocative question
Body
Answer question with pyramid
Complication
Key
message
Situation
Question
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Create a
disruption
66
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Conclusion
End on a high with
call to action
Summary
Next
steps
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Offer a solution
Embed
the solution
Reinforce and end on a high with a recap and call
to action
CONCLUSION
Interesting /
important
(emotionally engaging)
Convincing
(logically robust)
INTRODUCTION
Situation
So far Bol.com
has been a
great success;
it’s the leader in
NL e-commerce
Summary
Next steps
I am indeed
persuaded
I know what I need to
do going forward
Possible items
§ Summarize key
message & main
insights
§ Discuss risks
§ Recap key decisions
required
§ Present action plan
§ State what you need
and ask for it
§ Suggest immediate
next steps
§ Suggest additional
analysis
Example
We’ve shown that
offering free delivery
on all products is the
best option for now
If we get your “go” now,
we can communicate and
implement the new
policy within one week
Target effect
on audience
Complication
Amazon will soon
enter NL
Question
How can Bol.com
maintain its
leadership
position?
67
The Helpdesk conclusion includes a call to action
1.1 Operations are growing
1.2 Profits are declining
1.3 How can we restore profits in 2 years?
Helpdesk
storyline
2.1 Reduce dispatch rates
2.2 Dispatch is 75% of costs
2.3 Dispatched calls cost much more
2.4 Less phone time leads to more dispatches
2.5 Variations caused by poor skills & training
2.6 Improve hiring & training
2.7 Implement tiered system
2.8 Restructure incentives
2.9 You can save $5 million
3.1 Implement in 3 streams
3.2 You must make 3 key decisions
3.3 Set up PMO and appoint Task Force leaders
68
Call to action
Team exercise
Should Apple build an iCar?
Build your conclusion
File #1 https://tinyurl.com/mpmzdsar
File #2 https://tinyurl.com/mw5t3zf2
File #3 https://tinyurl.com/mtjxxvy4
69
§ Rename your tab
§ Fill in yellow cells only
A basic storyline has 3 parts
Introduction
Ask provocative question
Body
Answer question with pyramid
Complication
Key
message
Situation
Question
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Create a
disruption
70
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Conclusion
End on a high with
call to action
Summary
Next
steps
Argument
• ………
• ………
• ………
Analysis
Analysis
Analysis
Offer a solution
Reaffirm &
embed
the solution
Use storytelling in your document & oral delivery
Interesting /
important
(emotionally engaging)
Easy to understand
(clear & to the point)
ü Personal stories
Convincing
(logically robust)
ü Stories about events, persons or
companies
ü Real or fictional archetype characters,
e.g. Meet Jane: a working, single mom;
Jane is our target customer
ü Case studies, company examples
ü Metaphors
71
Presentation
‘comes to life’
Recap of today’s key messages
§ Business presentations must persuade
§ Step 1: Prepare a 3-part Storyline
– Ask a provocative question (SCQ)
– Answer it with a top-down Pyramid
– Create a call to action
§ Step 2: Design Storyboard & Slides
§ Step 3: Make the slides
§ Step 4: Prepare great oral delivery
72
Course schedule
Tue 6 Sep
13:00-15:45
Wed 7 Sep
13:00-15:45
Thu 8 Sep
13:00-15:45
Designing high
impact
presentations
Designing
quality slides
Stakeholder
management
strategies
Preparing
meetings
Next session
The 12
influencing
tactics
Tue 13 Sep
Team final
presentations
GROUP 1
Teams 1-8
9:00-11:45
GROUP 2
Teams 9-16
13:00-15:45
GROUP 3
Teams 17-25
17:00-19:45
73
APPENDIX
74
Prepare your presentation in 4 steps
1. Build
Storyline
Decide
what to say
to your
audience
75
2. Design
Storyboard
& Slides
Decide how
to visualize it
3. Make
Slides
4. Prepare
Delivery
Prepare these items to improve delivery
Before
§ Decide modalities:
– Conversation after or
during presentation?
– Present on beamer?
– Printed documents?
– Presenter standing?
During
§ Start strong Prepare
attention-grabbing oral
introduction (see next
slide)
§ Present well
– Don’t read from slides:
§ Limit # of presenters;
prepare ‘story’ or
assign different roles to
talking points for each
team members (e.g.
slide
experts per topic)
– Manage transitions:
build anticipation for a
§ Anticipate key questions
slide before showing it
and prepare answers
§ End on a high Prepare
§ Anticipate key risks
the ending
76
After
§ One question, one
answer
§ Try to foster a
conversation that leads
to decisions and actions
§ Finish with impact:
– Clear decisions
– Clear next steps
– Positive mood
Practice, practice,
practice
Oral introduction: start with a bang
Story in SCQ format
PIP
§ Purpose
§ Importance
§ Preview
(in whatever order works best)
Credentials
(‘ethos’)
Imagine that you have a great idea for a business, you’ve assembled
a great team, and you’re about to make a presentation to investors
for your 1st round of financing. There’s a lot at stake.
How should you make your case?
§ The purpose of today is to give you techniques to build great
presentations
§ The quality of your presentation can mean the difference between
a YES and a NO on your investment proposal
§ Today we’re going to cover 3 topics:
1. The process to build a presentation
2. How to structure a presentation storyline
3. How to use storyboards to save time
I have been teaching presentation skills for 20 years to leading
consulting firms, successful startups and policy makers
PIP is often enough. Use others only if it helps
77
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