The document provides tips for creating effective presentations and final deliverables for clients based on qualitative and quantitative analysis. It emphasizes:
1) Presenting clear, actionable recommendations supported by thorough data collection and analysis to address the client's objectives.
2) Developing a logical implementation plan that provides step-by-step guidance for how the client can achieve the objectives in both the short and long term.
3) Using visuals like charts, graphs and diagrams to distill complex information and highlight key findings and messages in a way that is easy for clients to understand.
2. § No surprises
§ A logical presentation – with a strong executive summary
§ Clear, actionable recommendations
§ A practical implementation plan
§ An offer to continue support beyond completion
There are (at least) 5 things your presentation needs in
order to “stick” for the client
3. • Have we achieved our client’s objective?
• Have we collected enough data / performed a thorough enough
analysis to develop strong recommendations?
• If not, what steps do we need to take to close these gaps?
• Are we creating real VALUE for our client?
• Have we uncovered 1, 2 or even 3 “AH HA!” moments for our client?
Or have we told them a lot of “stuff” they already know?
At the end of the day, your group needs to be able to
answer the following questions
Ultimately, a good final deliverable is work the client UNDERSTANDS,
ACCEPTS and will / know how to ACT UPON
4. Your recommendations should flow from your original
approach, and focus on the what, how, and risks / issues
n Supporting Facts /
Data / Analysis
Area 1
Client’s Objective
Area 2 Area 3
n Supporting Facts /
Data / Analysis
n Supporting Facts /
Data / Analysis
“What” should the
client do?
“How” should the
client do it?
Any other issues the
client should
consider?
n Recommendations n Implementation plan /
next steps
n Risks and mitigation
plan
5. § Not just “what” they should do; more importantly, “how” they
should do it
§ Consider short, medium and longer term steps
§ Don’t be afraid to list out activities, responsibilities and
deadlines
Your implementation plan should give your client a step-
by-step guide on how to achieve the objective
6. Gantt chart
Activity Status
Week or Month Week or Month
1 2 3 4 5 6 7 8 9 10
Activity 1 Done
Activity 2
• First element
Done
Activity 3
• First element
• Second element
• Third element (sub-levels in
left-most columns of Gantt
charts are plain, sentence
case, and have a round bullet)
WIP
Activity 4 WIP
Executive Committee
Meetings
7. So what now? Your group should pull together a logical
storyline, outlining key findings and identifying any gaps
Hypotheses
Data Collection &
Analysis
Findings
Conclusions /
Solution(s)
Approach
Recommendations
Objective
8. Let’s consider an example: The client is an Auto Manf
experiencing declining $; how can they turn this around?
Return client to
profitability
Price
sensitivity
Product
Portfolio
Market Trends
• Financial crisis
• Unemployment up
• 20+ prod lines
• Sales trends
• Profitability analysis
• Clean tech
• Hybrids
• Gas mileage
OBJECTIVE APPROACH DATA COLLECTION &
ANALYSIS
FINDINGS RECOM’s
Emphasis on
SUV’s
Shift in buying
preferences
Economic
Conditions
“Employee
Pricing”
Refocus Prod
Lines
R&D
9. Your final report / presentation then becomes a matter of
packaging your work into a logical format
Area 1
Executive Summary
Approach
Area 2
Area 3
Appendix
Data
Analysis
Findings
Data
Analysis
Findings
Data
Analysis
Findings
Recommendation
Recommendation
Recommendation
ImplementationPlan
11. Do not present data in table format on a page; find a
chart / graph that best tells a story
Jan
Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1200 1300 1400 1800 2500 1900 2000 2200 2400 2600 3000 3300
12. Often, charts / graphs can help to highlight key areas of
interest – both for your client AND for your own analysis
Division
1 28
Division
2 33
Division
3 46
Division
4 82
Division
5 19
13. Charts are used to graphically represent data; the type of
message required dictates the type of chart used
Dot Chart
Line Chart
Column
Chart
Bar Chart
Pie Chart
Component Item Time Series Frequency Correlation
λ λλ
λ
λ
λ
λ
λ
λ λ λ
λ
λ
λ
λ
λ
λ
λ
λ λ
λλ
λ
λλ
λ
λ
λ
λ
λλ λ
λλλ
λλ λ λ
λ
λ
λ
λ
Chart Type
Messages
Source: “Say It With Charts”, Gene Zelazny
14. A simple slide layout / format can be very effective in
presenting qualitative data
Information / Summary / Process
• Point 1
• Point 2
Key Findings
• Point 1
• Point 2
15. Present your qualitative data in chart format, whenever
possible
Category Description / Examples / “Quotes!” Key Takeaways
A • Point 1
• Point 2
• Takeaway 1
• Takeaway 2
B • Point 1
• Point 2
• Takeaway 1
• Takeaway 2
C • Point 1
• Point 2
• Takeaway 1
• Takeaway 2
16. 5 Step Process w/ Chevrons
• First element of
first step
• Second
element of first
step
– Point A
– Point B
- Subpoint 1
• Third element of
first step
– Point A
– Point B
- Subpoint 1
One Two Three Four Five
• First element of
first step
• Second
element of first
step
– Point A
– Point B
- Subpoint 1
• Third element of
first step
– Point A
– Point B
- Subpoint 1
• First element of
first step
• Second
element of first
step
– Point A
– Point B
- Subpoint 1
• Third element of
first step
– Point A
– Point B
- Subpoint 1
• First element of
first step
• Second
element of first
step
– Point A
– Point B
- Subpoint 1
• Third element of
first step
– Point A
– Point B
- Subpoint 1
• First element of
first step
• Second
element of first
step
– Point A
– Point B
- Subpoint 1
• Third element of
first step
– Point A
– Point B
- Subpoint 1
Graphics Subhead: 18-Point Bold Arial, Title Case