Presenting To Win 01-04
Presenting To Win 01-04
Presenting To Win 01-04
Yusho KAGRAOKA
Jerry Weissman
public affairs and news producer for CBS Initial Public Offering (IPO) road shows
Initial Public Offering presentation
contents
0. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. A. B. Introduction Wizard of Aaaahs You and Your Audience The Power of the WIIFY Getting Creative: The Expansive Art of Brainstorming Finding Your Flow Capturing Your Audience Immediately Communicating Visually Making the Text Talk Making the Numbers Sing Using Graphics to Help Your Story Flow Bringing Your Story to Life Customizing Your Presentation Pitching in the Majors Animating Your Graphics The Virtual Presentation Tools of the Trade Presentation Checklists
A clear and concise story can give a presenter the clarity of mind to present with poise.
Point B
your objective
an analogy to illustrate
Let me tell you about what I had for dinner last night.
Point B
a place where they will act as your investors, customers, partners, or advocates.
2.1 Whats In It For You? 2.2 WIIFY Triggers 2.3 Danger of the Wrong You
If there is a benefit, be sure you explain it, clearly, explicitly, and with emphasis. Theres an old adage: You can never be too thin or too rich. I amend that with: . . . or offer too many WIFFYs.
example: Netflix
Fig 2.1 Fig 2.2 you: Netflixs consumer investor audience
Audience
identity
who will be in the audience? what are their roles?
knowledge level
analyzing your audience and anticipating what they know and what they dont know the comprehension graph (Fig. 3.1) The specific shape of the line you draw should be constantly in your mind as you prepare and present your material
The secret: The Data Dump must be part of your preparation, not the presentation Brainstorm
a proven system to incorporate a through Data Dump into the development of your story
The Wiffy
To build a presentation tailored to one audience, on one occasion, presented by one set of presenters, covering one story, with one purpose. Consider each presentation by starting with the basic concepts of the Framework Form.
As each concept comes up, the entire group should help to explode the concept.
Your scribe should jot these down, circle them, and link the circles to form a cluster of related ideas. Call the major idea in a cluster the parent and the subordinate ideas connected to it the children
6. 7.
Continue to do the same for other concepts As you work, be flexible! Dont be afraid to bounce from concept to concept as necessary. The ideas will shift, connect, disconnect, and duplicate as they seek relationships with other ideas. This is your right brain at work.
Set up a large whiteboard and have on hand a supply of markers in several colors.
Use different colors to indicate different groups or levels of ideas
2. 3.
4.
Launch the Brainstorming session by having someone, anyone, call out an idea about something that might go into the presentation.
Results-oriented businesspeople dont use the same process when creating a presentation.
Modular
in the first chapters
the first three steps in creating an effective presentation develop the Framework Form brainstorm potential ideas distill those ideas into clusters
A sequence of similar parts, units, or components in which the order of the units is interchangeable. instances
Financial presentations fall into this category.
the annual results, quarterly results, balance sheet, income statement, and other financial data
youre ready
put your clusters into a sequence develop a logical flow
Flow Structure
There are proven techniques for organizing ideas in a logical sequence to create a lucid and persuasive presentation.
advantages
rearrange the items at will
disadvantages
challenging for your audience to follow and for you to deliver theres no compelling logic to the clusters
Chronological
Organizes clusters of ideas along a timeline, reflecting events in the order in which they occurred or might occur. suited for any presentation where telling a story that deals with change is most important objective. example
a large company that has just purchased a smaller competitor
Physical
Organizes clusters of ideas according to physical or geographic location. organizes your presentation according to the logic of place example
suppose your company is a distribution operation whose points of presence around the world represents its major competitive advantage.
P6 Product Specifications Potential End-User Products System Architecture and Supporting Chips
Spatial
Organizes ideas conceptually, according to a physical metaphor or analogy, providing a spatial arrangement of your topics.
from the top down, from the bottom up, from the center out, or from the outside in
Problem/Solution
Organizes the presentation around a problem and the solution offered by you or your company. example
in the life science
pharmaceuticals, genetic research, medical devices, health care
in education
learning
pyramid
Be careful about getting the emphasis right. Many people in business spend too much time on the problem and not enough time on the solution.
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Issues/Actions
Organize the presentation around one or more issues and the actions you propose to address them. frequently used for presentations by companies that are in turnaround mode.
Form/Function
Organizes the presentation around a single central business concept, method, or technology, with multiple applications or functions emanating from that central core. It moves your companys business offering into the starring role, front and center. Use it when youre presenting a single central business concept, method or technology that has many applications or functions emanating from that central core.
the first salesperson who brought 3Ms Post-It notes to market biotech companies (BioSurface Technology)
Opportunity/Leverage
Organize the presentation around a business opportunity and the leverage you or your company will implement to take advantage of it. This structure directs the focus to your audiences interests and how you can meet them. Cisco
start their presentation by demonstrating the enormous potential of networking before trying to explain the technology that did the networking
Features/Benefits
Organize the presentation around a series of your product or service features and the concrete benefits provided by those features.
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Case Study
A narrative recounting of how you or your company solved a particular problem or met the needs of a particular client, and in the telling, covers all the aspects of your business and its environment. The human interest angle is particularly applicable in medical business presentation.
Compare/Contrast
Organizes the presentation around a series of comparisons that illustrate the differences between your company and other companies. Choose this option with caution.
By bringing another company into even partial focus, you run the risk of sounding defensive, or worse yet, having your audience remember the other company rather than your own. When you attempt to throw a positive light on your own company by casting a negative light on another company, you may inadvertently offend someone in your audience who may have a direct connection with, or own shares in, the company you are criticizing.
Argument/Fallacy
Raises arguments against your own case, and then rebuts them by pointing out the fallacies (or false beliefs) that underlie them. Consider using the Argument/fallacy Flow Structure.
There may be times when you must make a presentation in the face of a highly skeptical or even downright hostile audience.
Matrix
Uses a two-by-two or larger diagram to organize a complex set of concepts into an easy-to-digest, easy-to-follow, and easyto-remember form. Fig. 4.2 (two-by-two matrix)
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Parallel Tracks
Drills down into a series of related ideas, with an identical set of subsets for each idea. It takes a matrix and drill down into each sector with identical subsets of information; or a series of related ideas and drills down into each idea with identical set of subsets
Numerical
Enumerates a series of loosely connected ideas, facts, or arguments. There are five reasons why our company represents an attractive investment opportunity.
Rhetorical Questions
Asks, the answers, questions that are likely to be foremost in the mind of your audience.
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The Question
a question directed at the audience
A well-chosen, relevant question evokes an immediate response, involves the audience, breaks down barrier, and gets the audience thinking about how your message applies to them. May I see a show of hands?
hand go up / hand go down
An effective variation that avoids these dangers is to ask your audience a rhetorical question that is meaningful and relevant to them, and then to promptly provide them with an answer.
The Factoid
a simple, striking statistic or factual statement: a market growth figure, or a detail about an economic, demographic, or social trend with which your audience may not be familiar This Factoid must be closely related to the main themes of your presentation, and to your Point B. The more unusual, striking, and surprising your factoid, the better.
Question
A question directed at the members of the audience
2.
Factoid
A striking statistic or little-known fact
3.
Retrospective/Prospective
A look backward or forward
4.
Anecdote
A short human interest story
5.
Quotation
An endorsement about your business from a respected source
6.
Aphorism
A familiar saying
7.
Analogy
A comparison between tow seemingly unrelated items that helps to illustrate a complex, arcane, or obscure topic
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The Quotation
If you can provide an endorsement or positive comment about you, your products, or your services from The Wall Street journal of the industry press, then the quotation provides relevant value. An endorsing quotation can capture your audiences interest and give you credibility at the outset of your presentation.
The Anecdote
a very short story, usually one with a human interest angle
not a joke
The Aphorism
Be sure to select one that relates naturally and credibly to your main theme, and to your Point B.
Its effectiveness as an Opening Gambit lies in our natural tendency to be interested in and care about other people.
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The Analogy
An analogy is a comparison between two seemingly unrelated item. A well-devised analogy is an excellent way of explaining anything that is arcane, obscure, or complicated. The simpler and clearer the analogy, the better.
USP
a very succinct summary of your business, the basic premise that describes what you or your company does, makes, or offers. The USP should be one, or at most, two sentences long.
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Proof of Concept
a single telling point that validates your USP. The Proof of Concept is optional:
sometimes you can start with the Opening Gambit, link through the USP, and then go directly to Point B without the extra beat.
In most business presentation, this preview is expressed in the Overview or Agenda slide.
In an IPO road show, its in the Investment Highlights slide.
It summarizes the chief attractions of a companys offering. You and your audience can see all the major clusters and the Flow Structure that unifies them. You can extend your narrative string with two more dynamic inflection points:
Linking forward from Point B Forecasting the running time of your presentation
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6. Communicating Visually
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B. Presentation Checklists
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