presentation to senior management ppt

Giving a Presentation to Senior Management & Executives: Templates & Tips

Giving a presentation to senior management or an executive team can be a little daunting. You need to create just the right design to appeal to a C-suite group.

This includes everything from color choice to typography to messaging. When it all comes together, you need a polished presentation deck to make a good impression.

Here, we’ve got some templates and tips to help you create just the right presentation, to help you get your message across in a stylish and professional way.

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Use a Simple Color Palette

A presentation for senior management or executives is not the place to go wild with color or other design choices. You want the content to steal the show, not the color.

Design your presentation with a muted or neutral palette. Use one or two accent colors. If you are working on a presentation for an existing brand, use the color palette according to those brand guidelines.

White, light, or neutral backgrounds are best. This isn’t the place to experiment with dark mode or trendy colors unless you are certain it is appropriate for your direct audience.

Template to try: Executive Real Estate Presentation Template

Keep Content Direct

Management and executives are busy people. Don’t drag out your presentation with content that isn’t to the point.

Use direct messaging and language with calls to action that show your audience exactly what you are trying to say. Don’t get caught up with using animations, long videos, or other design tricks. Create a presentation that is simple, direct, and focuses on the content therein.

Template to try: Companhia Business Keynote Template

Use Charts and Graphs Where Necessary

Charts, infographics, and numbers can help support certain types of presentations. Use these supporting elements where necessary to help make a strong case for what you are communicating.

As with other design elements, use supporting graphics in a way that emphasizes your message and keep them are direct and simple as possible.

This is where a presentation design template can really come in handy. Look for one that presents information in the way you want to communicate it to the audience to help create your slide deck quickly.

Template to try: Accounting Finance in Business PowerPoint Template

Order Slides in a Logical Order

As with other storytelling methods, a strong presentation has a beginning, middle, and end. Order your slides in a logical order that tells your story in this way.

Start with an introduction, mission, vision, or goals. Use a table of contents if your presentation is exceptionally long or will be viewed without you (such as an emailed presentation).

Then get to the heart of what you want to say. Make statements that you can follow up with supporting evidence. This is where charts, images, or graphics can come in handy to help better tell the story.

Finally, wrap up with outcomes or what should happen next. Provide an opportunity for questions or feedback. Don’t forget the call to action: What are the managers or executives you were presenting to supposed to do next? Give them an easy opportunity to take that action.

Template to try: Buzz Consultant PowerPoint Template

Use Easy to Read Typefaces

A presentation for senior management or executives is not the place to start experimenting with wild typefaces. Keep it simple. Readability here is vital.

For the most part, you’ll probably need two typefaces: A display typeface for titles and headers and a body typeface for everything else (you might need this one to include bold or italic options).

Simple sans serif typefaces are the preferred option in most cases. They are easy to read and won’t get in the way of your message. Serif typefaces are also acceptable. Stay away from scripts, novelty fonts, or blackletter for the most part.

Template to try: Centric Corporate PowerPoint Presentation

Don’t Use Too Many Slides

A good presentation should have a strong message. Communicate it in as few slides as possible.

This will help you be respectful of the time of the people you are presenting to, help capture more of their attention, and provide a strong focus for what you are trying to say.

There’s no exact formula for number of slides. There are a few guidelines to help you think through how many you need:

• One thought/idea per slide
• Keep text to a minimum for in-person presentations
• Design for hierarchy and scanning so it is easy to read each slide quickly
• Plan for a cadence of one to two slides per minute

Template to try: Gratus Business Keynote Template

Use Blocks of Content

Think about presentation content in chunks or blocks that help the audience easily digest information. One popular way to do this is with a split-screen design that divides content into two parts – maybe an image and text or two columns of text.

People naturally read from left to right and this can help direct visual flow and make content easier to understand.

This type of design is also organized, visually elegant, and can help you create a design that will appeal to your C-suite audience. It can also work for almost any type of content.

Template to try: Lampu Innovative Google Slides Template

A strong presentation for senior management and executives is simple, direct, and has visual flair without being overwhelming. Refine your message and slide deck to maximize impact in the most concise amount of time possible.

And don’t forget to finish with your ask. Why were you presenting in the first place? Provide a reminder at the end of the presentation with a call to action.

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Dec 21 2009

7 Tips for Presenting to Senior Executives

Don't miss an opportunity to impress the execs! (c) Shutterstock

When it comes to presenting, knowing how to present to senior executives within your own company or another company is going to have the biggest impact on your career. Some presenters figure it out to their great success. Other people crash and burn only to lament an opportunity missed.

I’ve compiled a series of tips that will hopefully come in handy the next time you’re going to present to a CEO, CMO, Senior VP, VP, etc. For example, you might be proposing a promising new social media initiative to marketing executives at your company or pitching a prospect’s executives on a new web-based payroll solution. My suggestions will focus on the boardroom situations rather than keynote presentations . Boardroom presentations are typically two-way interactions in smaller, more personal settings (e.g., meeting room, office, etc.) compared to the one-way interactions with large, anonymous groups of executives at business conferences.

You’d be wise to consider the following suggestions:

1. Start strong

A good start is critical (c) Shutterstock

Starting strong is important for any presentation and audience, but you might find senior executives slightly less forgiving. Starting strong with executives means giving them confidence that you’re going to use their time wisely. You gain their confidence by establishing a clear direction for what’s going to be covered and what the desired outcome is.

Executives are frequently going from meeting to meeting — often not always knowing what the exact purpose of the next meeting is. Their admin assistant may have accepted the meeting on their behalf or they may not have had time to review any information prior to the meeting. You need to tell them why they’re there and why your topic is important to them.

2. Use your time effectively

Senior managers’ time is valuable. They have 20+ other things they could be doing in the 10-60 minutes they have given you. Be prepared to cover your content in the time allotted . Also, leave ample time for discussion or questions .

I was recently in a presentation to several VPs where the presenters delivered a great presentation, but left no time for discussion and questions at the end. Unfortunately, they missed an opportunity for the senior executives to discuss the presentation content, buy into the recommendations, and determine a plan of action. The executives had to run to their next meeting.

3. Be flexible while presenting

Be flexible and incredible like Elastigirl (c) Disney

It’s common for senior executives to ask you to jump back to a previous slide or fast forward through your slides to a particular section of your presentation. Don’t be surprised when executives interrupt you as you present a painstakingly crafted slide with “Got it. Next”. Fight the urge to scream “I spent 5 hours on this slide!” and reinterpret those three words as “Great job on this particular slide. I understood its main point. Please move on.”

An extended discussion on a particular slide may mean you need to whip through other less important slides in order to get back on track in terms of covering all of your slides. In some cases, you may even forgo covering all of your slides because the discussion on a particular aspect of your presentation is going really well. The key is to be flexible and cover what they want to focus on — not necessarily what you want to . In order to achieve your objectives (e.g., more resources, budget, executive support, etc.), you may not need to go through every slide. 

4. Be ready with supporting data

Don’t make the mistake of not being able to answer a senior manager’s question during your presentation. Executives are experts at finding holes in your logic or content. They want to be sure you understand the consequences and implications , and that they can trust your analysis and recommendations .

I made the mistake of including some preliminary survey data that indicated that customers felt differently about a particular company practice. I thought the data was interesting, but when the senior VP shouted “bull sh!t” I knew I had made a terrible mistake including it in my presentation. I should have either gathered more information on the surprising insight to verify it or left it out of my presentation entirely.

It’s a best practice to anticipate potential questions by identifying what content could be susceptible to further questioning. Be prepared with additional supporting data on any parts of your presentation that could be viewed as counter-intuitive, unexpected, challenging to current opinion or practices, or result in significant changes. You may need to have additional data at your finger tips, including back-up slides in an appendix section or a spreadsheet ready to go. Senior executives often take comfort in the fact that you have tortured the data.

5. Know your audience

Before you open that door you should know what you're heading into. (c) Shutterstock

It’s always important to know your audience and in the case of senior executives it is imperative.

• How much do the VPs know about your topic? (i.e., how much time should you spend on providing background information?)
• What topics are hot buttons or particularly interesting to the executives based on their current business goals?
• Which executives would be politically threatened by your recommendations?
• What can you find out about their pet peeves or preferences ?

For example, I worked at one company where the CEO hated when people substituted “challenge” or “issue” for the word “problem”. He wanted people to call problems what they were. It’s better to avoid pet peeves such as this one that can unnecessarily sidetrack a presentation.

You need to find an insider who can coach you on how to best present your material to the targeted executive or group of executives. That person could be your executive sponsor, one of the executive’s direct reports, their admin assistant, or another peer/next-level manager who has interacted with your audience on a regular basis. You’re looking for inside information on your audience so that you can avoid derailing your presentation and wasting everyone’s time.

6. Keep it simple

In a study that asked top executives at several large companies how people could present more effectively to them, the overall feedback was to make the presentations shorter and more candid . The researcher found that “Senior people don’t have time to learn about your topic. They just want to know how they can help you.” Remove extraneous information that could take your discussion off track or cloud your main points. You lean towards focusing on the bottom-line in presentations to executives. The more simple and candid your presentation is, the easier it will be for your executive audience to understand how they can help you and move things forward.

7. Be prepared

Be prepared like a Wilderness Explorer (c) Disney

For most of us, opportunities to present to the senior management team don’t happen everyday. A key to seizing the moment is to be prepared, which may mean conducting an exhaustive analysis and review of the topic, carefully building slides that clearly and succinctly convey your message, creating back-up slides with supporting data, rehearsing your slides several times, seeking peer feedback prior to presenting, etc.

Being prepared means that you will be more confident in these intimidating situations. You’ll also be more flexible when executives throw curve balls your way such as switching the focus to a whiteboard instead of reviewing the rest of your slides. Your preparedness and polish will leave a positive impression on your executive audience — one that will benefit your career long-term.

What has been your experience?

I’m sure many of you have had different experiences with senior executive presentations — both good and bad. I’d love to hear your war stories and what valuable lessons you have learned along the way. If you’re a senior executive, I’d love to hear your perspective as well.

While writing this blog post, I found a couple of related articles on this subject which may be helpful to you. Good luck with your senior executive presentations in 2010!

• “ Now That We Have Your Complete Attention… ” (Eric Matson, Fast Company)
• “ Presenting to the Big Dogs ” (Marsha Redmon, Bnet)

No related posts.

Tags: audience , boardroom , clarity , executives , preparation , time , time management

Comments (8)

8 Responses to “7 Tips for Presenting to Senior Executives”

I love the visuals as well as the numbered headed contents. This is my favorite blog of the year. Thanks for the tips!

[…] 7 Tips for Presenting to Senior Executives […]

Great post. I think #3 and #7 particularly go hand in hand. I’ve found that quite often when presenting to senior executives, or at least those who view themselves in a powerful position, you always have to be on your toes and ready to react. It’s not uncommon to be interrupted, challenged, or questioned. Not only do you have to be ready to stop and change directions on a dime, but you must be prepared to back up your statements/facts. And make sure you get to the point, fast, as it relates to them.

Great job putting all of this information together. It’s definitely a great resource.

[…] Powerpoint Ninja includes more detailed suggestions in 7 Tips for Presenting to Senior Executives. My favorite is: Executives are frequently going from meeting to meeting — often not always […]

[…] ‘7 tips for presenting to executives’, viewed 14 September 2011, https://www.powerpointninja.com/presentation-delivery/7-tips-for-presenting-to-senior-executives/ […]

[…] https://www.powerpointninja.com/presentation-delivery/7-tips-for-presenting-to-senior-executives/ […]

Educative,good

[…] 7 Tips for Presenting to Senior Executives – PowerPoint Ninja […]

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Data & Finance for Work & Life

Management Presentation: 8 Tips, Examples & a Template

In a corporate context, presenting works wonders for a career. Most professionals get exposure to presenting to informed colleagues and department managers. It’s an ideal way to get visibility and show value. But a management presentation to senior executives who aren’t familiar department nuances is a different ballgame.

A management presentation is a high-level summary to senior executive that optimizes reports to include only the details relevant to directorial decisions . They are notoriously difficult to navigate for two reasons: 1. most executives do not have working knowledge of the nuances in each department , 2. presenters rarely have time to understand executives’ preferences .

More than anything else, good management presenters learn how to strike a balance in the degree of detail: they provide enough detail so executives make informed decisions, but not so much detail that they cause confusion.

This article explores how to make a good management presentations in PowerPoint using 4 management presenting best practices , 4 management presenting techniques , providing examples for each, and finishing with a management presentation template you can apply in real life. You can use it as a jumping off point for deeper communication curriculum .

5 management presenting best practices are:

• Ask what managers prefer ahead of time.
• Have 1 message, and 1 message Only.
• The only words should be “Thought Starters.”
• Keep it short.
• Practice 7 times in advance.

4 management presenting techniques are:

• Use a CSP model – Challenge, Solution, Progress.
• Begin with a summary of exactly 3 points.
• Use only these 3 chart types: bar, line, scatter.
• Design slides with the company logo.

I will use a financial analyst perspective in this article, but everything here applies to data and business analysts as well.

Ask Executives Their Preference Ahead of Time

If you’ve ever taken a class on presentation techniques, you’ve heard the old adage “know your audience.” It’s true, the best way to deliver a great presentation is to align your message with what your audience already understands. The same applies to a management presentation.

The challenge is that, more often than not, executives are too busy for you to get to know them well. This means you hardly get the chance to understand how they like presentations. So what can you do? Well, ask them! There’s no harm in sending an email to understand better. And what’s more, once you know, you can always defer to their preferences in the future.

For a financial management presentation, common questions to ask include the following:

• Do you prefer to see raw data, or only visualizations?
• Do you prefer charts or table summaries?
• Would you like a written explanation on paper for each slide?
• Do you like averages alone, or do you prefer means, or standard deviation?
• What interests you most in a presentation?

If you gather some helpful insights, then your presentation will be that much better. That said, you may not get a response, or it may be quick and not insightful. But most senior executives will appreciate you asking .

The best part is you will be able to surprise them. Using the best practices and techniques below, in additional to any insights gathered form your email, will work wonders for you.

Have 1 Message, and 1 Message Only

The easiest mistake to make on a management presentation is trying to deliver multiple messages. Senior executives go through loads of meetings every day, and each meeting they have includes a wave of information. Your mission should be to deliver 1 essential message so they can easily understand and compartmentalize it.

This is no easy task. When I try to narrow down the focus of my management presentation message, it seems like I leave out critical information along the way. The key is to tell a story to incorporate critical information as part of a story towards the essential message.

For example, imagine you work for a wholesale watch company called Batch Watch . You want to explain a financing operation in which the company has the option of two loans to fund the initial costs of 10,000 watches. These loans have different interest rates and maturity dates. Loan A is better if the company expects to sell the watches within 3 months, while Loan B is better if the company expects to sell over more than 3 months. Each has cancellation fees and cash flow impacts.

Instead of showing the cancellation fees and cash flow impact of the each loan, all you need to say is “ we expect the company to sell them within 3 months, and we recommend loan A for that reason.” If the executives disagree on the sale timeline, they will ask for more information.

This is how you keep senior executives engaged, by integrating them in the story you tell. Ultimately, the essential message of your presentation should be how much profit the company will make from the watch funding operation. Senior executives should leave feeling like the project is in good hands with you, and they only feel that way when you tell a story around the essential message .

Whatever the Message, Use Data

Whatever message you want to send, it needs to be backed up by data. In the example above the data was financial, but it’s not always that simple. Context may require you to provide KPIs and perform extensive data analysis that culminates in a small output that your viewers can easily digest.

You need to be strong with data to deliver a good management presentation. To get started or refresh your memory, you can read AnalystAnswers’ free Intro to Data Analysis eBook .

The Only Words Should be “Thought Starters”

As a general presentation principle, you should not write many thoughts down on presentation slides. Words have two negative impacts on the audience: they demand energy from the reader, and they make the reader feel compelled to read, lest they misunderstand.

If you can avoid putting text blocks altogether, do. If you don’t need any writing at all, don’t. However, if you need guidance as you speak or want to provide reminders for a later data, use “Thought Starters.”

Thought starters are phrases of 3 words maximum that contain ideas leading to the essential message. People often call them “bullet points,” which is common for list-style thought starters. Personally, I prefer to place thought starters at different places on a slide. When I use a chart, for example, I put thought starters at relevant places on the slide.

Keep it Short

Your presentation should never consume more than 80% of the allotted timeframe. This means that if you plan a 5 minutes meeting, deliver the presentation in 4 minutes. If you’re given 30 minutes, do it in 25 minutes. If you have 1 hour, do it in 45 minutes.

By keeping the presentation short, you relieve the audience and you allow for some question buffer. Have you ever sat in a meeting planned for 1 hour, and at 45m it ends early? It’s a pleasure for everyone. Most of us feel like we’re running behind — when you put us ahead of schedule, we love you!

At the same time, senior executives may bombard you with questions throughout the presentation. If you planned to fill the whole timeframe, you won’t finish. But if you planned to finish early, you still have a chance.

And if you use the rest of these best practices and techniques, those senior executives shouldn’t need to ask too many questions!

Practice 7 Times in Advance

There’s a mix of opinions on the number of times you should rehearse a presentation before doing it live, but most people agree that it’s somewhere between 5 and 10 times. If you take nothing else from this article, take this. To deliver a good presentation, prepare excellent slides; to deliver a great presentation, practice presenting them 7 times.

To deliver a good presentation, prepare excellent slides; to deliver a great presentation, practice presenting them 7 times. AnalystAnswers.com

But just practicing isn’t enough, there are a few criteria you must meet:

• Practice in the room you will present in. There’s something about envisioning yourself live that really makes a difference. When you practice in a space other that where you’ll present, it’s good. But when you practice in the “live” room, you’re able to sensitize yourself to the environment, which calms nerves so you can focus on the message.
• Have an audience. We all behave differently when there’s stimulus of other people around. Whenever possible, get one or two people to whom you can present. In addition to getting used to having an audience, you’ll also get some feedback.
• Use the same volume of voice. When we’re not “live,” we have a tendency to hold back on our voice. This is detrimental to the presentation because you feel taken off guard by your own voice. Make sure to envision yourself in front of the senior execs when you practice.

Best Practices Recap

We’ve addressed 5 best practices — now let’s turn our attention to 4 specific techniques you can easily implement. And when you do, that work wonders for management presenting.

Use a CSP Model (Challenge, Solution, Progress)

Every presentation needs structure, but it’s easy to forget that we need to guide our audience. A great way to structure management reports is using the CSP model. CSP stands for Challenge, Solution, Progress, and it’s exactly what it sounds like.

You need to explain the challenge or goal, explain what the solution to the challenge is (or how to achieve the goal), and show where you are in the steps to completing that goal.

For example, let’s look at our Batch Watch case. Imagine you need to find funding for a new product launch — $100,000 to be exact. A sample CSP model for this would be a slide that shows:

By using the CSP model, you guide the audience. However, it’s important to note that the CSP model is not a summary . It’s an overview of the process, but a summary should always come before. Let’s talk about it now.

Begin with a Summary of Exactly 3 Points

Any good presentation begins with a summary. And a good summary communicates the essential message simply in 3 points. However, the summary is not the same thing as the CSP model. Instead, it provides an alternative view on the challenge and and solution.

For example, using our Batch Watch case of funding a new product, you could address a summary in the following way:

• Challenge, Solution, Progress
• Funding acquisition
• Project Timeline

This provides additional details that are most relevant to the project and carry added value to the CSP model.

Use only Bar Charts (aka Column Charts), Line Graphs, and Scatter Plots

Whether it’s for data, financial, and business analyst topics , management presentations should only ever have bar charts, line graphs, and scatter plots. They are common, rich in information, and well understood. Any other kind of graph is distracting more than anything else.

A bar graph is useful when you want to compare like variables. For example, if you want to show the average size of Canadian trout versus American trout. A common mistake, though, is to use bar graphs to show change over time. While it’s not incorrect to do so, line graphs are better for this purpose.

A line graph is useful when you want to show change in one variable over time (we call this time series data). For example, if you want to show the progression of revenues over time, line graphs are the perfect way to do so.

A scatter plot is best when you want to compare a set of observations of one variable to a set of observations of another. It’s the ideal way to quickly visualize the relationship between two variables. For example, if you want to see how company revenues compare to GDP, you could use a scatter plot like this:

For example, let’s look at our Batch Watch case. If we want to see how our company is performing compared to the economy as a whole, we could use this scatter plot. As you can see, we have a positive (bottom left to top right) relationship, but a weak one (points not clustered closely).

Design Slides Using the Company Logo

When you’re presenting to senior executives, you want your slides to look professional. The best way to do that is by putting your company logo on them, including any corporate design standards (colors, fonts, etc). Show through your presentation that you belong to the same company, and that you’re in it in spirit. For example, let’s add the AnalystAnswers.com logo to our CSP slide:

Techniques Recap

Here’s a sample management presentation template below. I hope you understand after reading this article that management presentation is more about your delivery than it is about the slides you prepare.

Download Management Presentation Template for Free

While the techniques we’ve discussed will help you build a good presentation, your success really depends on how well you deliver the ideas needed to help senior executives make decisions. At the end of the day, it’s all about balance.

If you only remember two things from this article, remember that great management presenters give enough detail to inform senior executive but not too much that they cause confusion, and great management presenters make sure they do so by practicing 7 times in advance. You’ll have to practice, practice, practice.

About the Author

Noah is the founder & Editor-in-Chief at AnalystAnswers. He is a transatlantic professional and entrepreneur with 5+ years of corporate finance and data analytics experience, as well as 3+ years in consumer financial products and business software. He started AnalystAnswers to provide aspiring professionals with accessible explanations of otherwise dense finance and data concepts. Noah believes everyone can benefit from an analytical mindset in growing digital world. When he's not busy at work, Noah likes to explore new European cities, exercise, and spend time with friends and family.

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How to Present to Senior Executives

• Nancy Duarte

Cut to the chase. Keep their attention.

Senior executives are one of the toughest crowds you’ll face as a presenter. They’re incredibly impatient because their schedules are jam-packed — and they have to make lots of high-stakes decisions , often with little time to weigh options. So they won’t sit still for a long presentation with a big reveal at the end. They’ll just interrupt you before you finish your shtick.

• ND Nancy Duarte is a best-selling author with thirty years of CEO-ing under her belt. She’s driven her firm, Duarte, Inc., to be the global leader behind some of the most influential messages and visuals in business and culture. Duarte, Inc., is the largest design firm in Silicon Valley, as well as one of the top woman-owned businesses in the area. Nancy has written six best-selling books, four have won awards, and her new book, DataStory: Explain Data and Inspire Action Through Story , is available now. Follow Duarte on Twitter: @nancyduarte or LinkedIn .

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Presentations

Communication, facilitation, ​powerspeaking blog: tips and strategies for crafting presentations, how to present to senior executives [23 proven strategies].

by Carrie Beckstrom     Jun 4, 2021 10:45:46 AM

If you’re preparing to make a pitch to senior executives, you can throw most of what you’ve learned about making presentations in the trash.

Why? Because this is an entirely different audience. An executive presentation is not about inspiring and persuading, but is instead about presenting meaningful data to top decision-makers as quickly and concisely as possible. As a matter of fact, you should start with your bottom line (what you need from them). And work your way from there.

As a company that lives and breathes communication, we are dedicated to transforming your organization's communication skills, so you can watch people succeed at engaging and influencing others, achieving results, and driving business to new heights.

And today, we are going to reveal our favorite tips for a powerful executive presentation to decision-making leaders to help you get your point across efficiently, earn your audience’s attention, and know when and how to go in for the "ask."

So if you want more success from your business presentations, then you'll love this list of tips, techniques, and strategies.

Keep reading to get started with our tried and true tips!

Don't have time to read the whole checklist right now? 

Save the PDF version to your desktop and read when it's convenient for you.

Tip 1 Understand the executive mindset

Tip 2 Consider executives’ personality styles

Tip 3 Give yourself enough time to gather data

Tip 4 Find and leverage a sponsor

Tip 5 Prepare for possible questions or objections

Tip 6 Follow the 10/30 Rule

Tip 7 Set the context and confirm the time slot

Tip 8 Use the PREP model if your time gets cut

Tip 9 State the outcome you want early

Tip 10 Always use a valid business reason

Tip 11 Follow with the essential data—and do a deep dive only if asked

Tip 12 Focus on analytical proof

Tip 13 Be proactive and transparent when delivering unpleasant news

Tip 14 Remember that executives want a dialogue—not a data dump

Tip 15 Read the room

Tip 16 Use the Headline + Evidence model

Tip 17 Paraphrase complex questions to gain clarity

Tip 18 Address heated feedback and challenging questions in the moment

Tip 19 Answer the question-behind-the-question (before it is even asked)

Tip 20 Rely on the “notice and ask” strategy to refocus the discussion

Tip 21 Be personal to re-engage a disengaged executive

Tip 22 Acknowledge disagreements between top executives, but don't intervene

Tip 23 Conclude with a quick summary and resolve any noteworthy issues before your final ask

Let's dive right in.

Before you try to deliver your next presentation to executives, keep this in mind...

Most people fail with their first attempt to wow the top executives for one simple reason:

C-level executives demand an entirely different approach from presenters than does a general business audience. SVP of Strategy and Business Development at Workato , Markus Zirn says,  

“You have to throw out everything you learned from traditional presentation training. It’s not about making a speech that educates, persuades, inspires, or leads. It’s about raw decision-making.”

With that little caveat out of the way, it’s time for our first strategy…

Understand the Executive Mindset

Executives are impatient, bottom-line-focused leaders who don't care about the minutiae of your project or expertise. They want you to get to the point, step away from your slide deck, and be ready for a dynamic dialogue.

During your presentation, they might multitask and switch topics quickly, make calculations in their heads at lightning speed, and they may be challenging when analyzing data. Be ready for this.  

Understanding the executive's mindset as you are going in for the pitch will help you succeed. Watch the video below on Audience Analysis and getting started.

Here's just one executive you'll hear from...

"If it is a C-suite presentation and you’re actually asking for an outcome, you need to know what are the hot points of the CFO, or the treasurer’s office, or the VP of finance."

Consider executives’ personality styles

Think of each executive who will be in the room.

How do they prefer to have information presented to them?  Where are they on the risk profile?  Are they highly conservative, or are they innovative and open to experimentation?  How will your proposal affect their areas of responsibility? 

Starting with your audience in mind helps you strategize how to present your information.

Give yourself enough time to gather data

Weeks ahead of your presentation to executives, you may need to: meet with people in various functional areas for input and/or buy-in; check in with your manager; research executives’ hot buttons; and prepare slides or documents to send ahead. Don’t underestimate the time it will take to do all of this.

And speaking of being prepared, make sure you’ve considered the environment in which you’ll likely be with them—namely, virtual. If presenting to executives weren’t challenging enough, today’s digital interactions present another layer of things to consider.

Check out this great article, “ Digital Communication Skills: Is Your Message Getting Across? ,” by digital presenting and training guru Cindy Huggett. Great suggestions not only for putting your best digital self forward with senior executives, but also tips you can use in any virtual-meeting situation.

Find and leverage a sponsor

Find someone who knows the group you’re presenting to who is willing to not only help you prepare as your guide, but can also advocate for you during the meeting. Use your sponsor to check the validity of your logic ahead of time, rehearse with and get feedback from, and agree on when you should look to them for help during the executive meeting. 

Debrief with your sponsor after the meeting to gain insights and lessons you can use in the future.

Prepare for possible questions or objections

Consider including a slide that states the answers to anticipated questions or concerns rather than waiting for them to be brought up. This is a great way to demonstrate that you’ve kept your audience in mind when preparing your presentation.

Follow the 10/30 Rule

If you have 30 minutes on the executives’ meeting agenda, plan to present 10 minutes of material. The remainder of the time will likely be devoted to discussion and interaction and not necessarily in sequence.

R emember that your role is to facilitate a conversation, not just deliver a presentation.

Set the context and confirm the time slot

You don’t need an entertaining, attention-getting opening, but you do need to set the context as you start and get an agreement on timing. Thirty minutes originally may have been planned, but the meeting timeline can change. 

Start by saying, “I understand we have scheduled 30 minutes. Does that timing still work?”

Rajeev Goel, Co-Founder and CEO at PubMatic, and Monica Poindexter, Vice President, Inclusion & Diversity/Employee Relations at Lyft, will give you tips on overcoming the presentation challenges in regards to context.

Use the PREP model if your time gets cut

Don’t be surprised if what you thought would be a 30-minute meeting is cut to 10 minutes because the executives have another more urgent matter to discuss. Use the “PREP” model to craft your abbreviated pitch before the meeting:

State the outcome you want early

State the outcome you want from your presentation early. What do you want the executives to say “yes” to?

Be specific. For example, “I want your support” is vague. “I want you to approve a $500,000 investment in new centrifuge equipment this quarter” is specific.

Get that key message out first...

Always use a valid business reason

Clearly state what value or ROI your ask will bring in terms of revenue increase, cost reduction, protection from risk, competitive advantage, or other business drivers. It can’t be just a “nice to have” proposal. 

For example...

“The bottom line is, we’re seeking your approval for five new FTEs in account management roles for an investment of $750,000. The reason is that we have a $2M revenue opportunity with the launch of [XYZ project]. These account managers will focus on the top 20% of our customer base to ensure we maximize the sales opportunity.”

Follow with the essential data—and do a deep dive only if asked

Instead of drowning listeners in data, lead with the top two to three key points and supporting evidence that best support your ask and business reason. The key points should be answers to the primary questions you think the executives will have about your proposal. 

Keep in mind that execs want the 10,000-foot view and how it affects the organization's bottom line.  

Focus on analytical proof

Senior decision-makers don’t need to be entertained. So while your logic may follow a “storyline,” hard data is what will be more convincing.

If you have a customer success story or a brief anecdote that supports your point, use it. But remember, unlike a general audience, the C-level executives in the room will grow impatient with stories unless they’re succinct and tie directly to your proposal.

Be proactive and transparent when delivering unpleasant news

There are four steps to presenting bad news:

• Get it out at the beginning
• Be candid about what happened
• Explain how you will fix it
• Offer options and recommendations. 

You can use this 4-step framework to present bad news in a way that speaks to executives.

Let's take a look at a hypothetical example. You have to explain to them why a consultant they hired quit, and you need to rectify the situation...

1. G et it out at the beginning

The consultant you approved quit unexpectedly.  A response to the audit she was supposed to help us with is due next week. Today I want to talk about the path forward. 

2. Be candid and explain how you will fix the situation

By the end of this meeting, I’d like your approval to:

Respond to the audit in a generic way with help from the audit team

Collaborate with the internal process improvement team to assess our local processes 

Collaborate with my counterpart to create one agreement that combines the best aspects of our process and theirs 

3. Offer options on why it makes business sense 

No additional cost of hiring a consultant

We’ll be able to leverage the existing processes to create a process that is consistent across the globe

4. Offer final recommendations   

With all of that in mind, today I’d like to talk about how we should change our audit process and why I’m confident this plan will receive regulatory approval.

Is there anything else you’d like me to add?

If you have bad news, don’t try to gloss over it. Use the framework to present it in a way that speaks to executives.

Remember that executives want a dialogue—not a data dump

Expect questions and energetic discussions to occur before you have presented all of your material.

(Remember the 10/30 Rule: If you have 30 minutes, prepare only 10 minutes’ worth of “presentation.”) Respond to questions when they come up.

Use facilitation skills to refocus the discussion after a topic change.

Here are a few more tips to enhance your facilitation skills:

Read the room

Notice the process of the discussion as well as the content. When there is cross-talk, interruptions, or rapid-fire questions, you can observe first and then choose an appropriate intervention.

Reading the room can be especially challenging in virtual meetings. You want to encourage everyone to turn on their webcam. Solicit feedback via chat. Stop the presentation and do a quick “reality check” if you notice disengagement or tension.

Use the Headline + Evidence model

Again, this is a time-pressed audience that wants brief, focused answers to their questions. Use the “Headline Response” model to help you do just that.

Paraphrase complex questions to gain clarity

Instead of restating an executive’s question verbatim, use synonyms when you paraphrase.

Remember, you don’t know what is on someone’s mind. So, always check for accuracy after paraphrasing. “Did I get that right?” or just “Right?” gives the questioner a chance to agree or disagree. If your understanding wasn’t accurate, try again.

Address heated feedback and challenging questions in the moment

Especially if someone is upset, a deeper level of listening is required. Reflect on both the content and the feeling you noticed (skeptical, concerned, frustrated, etc.) and answer the question as best you can.

Always check to see if you got it right. Never say, “I know how you feel,” because you don’t, actually. 

Answer the question-behind-the-question (before it is even asked)

If you get resistance or objections to your ideas, often executives are concerned with key business drivers such as top-line and bottom-line impact, competitive positioning, and risk management.

When you paraphrase their questions, check for these concerns and be ready to address them directly.

Listen for the question-behind-the-question.

Rely on the “notice and ask” strategy to refocus the discussion

You are not in a position to tell the executives what to do.

But if the discussion goes in a different direction, you can say, “I notice our discussion is now focused on X. May I get your guidance? Would you like to keep going in this direction, or would you like to go back to our topic?” 

Be personal to re-engage a disengaged executive

You don’t want to catch anyone off guard, so give a little context when you ask someone directly for their thoughts (as a re-engagement strategy).

For example, “Jaime, given that what we are trying to do here is to reduce response time, in your experience, will this new approach work in the field?” 

Acknowledge disagreements between top executives, but don't intervene

You may look to your sponsor to help calm things down, but don’t intervene.

Conclude with a quick summary and resolve any noteworthy issues before your final ask

As you end your presentation, summarize and check to be sure you are clear on what decisions or agreements have been made and what your next steps will be. 

“I explained x and y; you also brought up a and b. Do I have your go-ahead now to purchase the new equipment for $500,000 this quarter?”

Presenting to senior executives is often a nerve-wracking, high-stakes situation. But as these leaders will tell you, it can be a great opportunity to grow, and to increase your value to the organization.

I hope you’ve found these tips enlightening and helpful. L earning to think like senior executives and present to them means learning new habits—and breaking old ones. But wow, I know it’s hard. And we present a lot of information to take in with our 23 Tips.

So, here’s one final piece of advice: start small. Pick one or two tips to apply to your next presentation. And check out this quick-read article, “ 4 Steps to Making New Habits Stick ,” by Cindy Solomon, founder, and CEO of the Courageous Leadership Institute. It will help you learn how to make the most of small steps toward new habits.

But before you get started using them for your next presentation, I’d like to hear from you.

Which presentation tip from this list was your favorite?

...Or maybe you have a suggestion that I didn't cover here?

Either way, let me know by leaving a comment below.

Join Us in Conversation . . .

Master the Art of Q&A

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Master Facilitator and Coach, PowerSpeaking, Inc.

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10 Tips For Impressive Presentations To Senior Leadership And Executives

10 PRESENTATION TIPS TO IMPRESS SENIOR LEADERS

Tip 1: prepare, tip 2: begin with the end in mind.

• What do you want this audience to feel when they’re done?
• What do you want them to know when you’re done?
• What do you want them to do, when you’re done?

TIP 3: BE CLEAR AND CONCISE

Tip 4: tell stories, tip 5: keep slides minimal.

Provide extra information in your slide notes

TIP 6: CHANNEL NERVOUS ENERGY INTO USABLE ENERGY

The best way to feel confident is to practice.

5 to 7 full rehearsals

TIP 7: PRE-PRESENTATION WARM UP

Breathe low and slow.

WARM UP YOUR BODY

Warm up your mouth, tip 8: have vocal executive presence, tip 9: commanding the space.

Presentation power posing

TIP 10: AUTHENTIC SPEAKER PERSONA

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Ace the Presentation

Presentation to Senior Management – 5 great Insights for Success!

As an employee, you always have to present something to the senior management or executives. Learning how to deliver a presentation to senior management might just be what gives you that opening and impact your career/business opportunity in/with that company.

Generally, presenting to senior management is one of the most challenging tasks that you will ever face. They are highly  impatient  (busy) and will only listen to you if you can get their attention. They have a tight schedule, and you need to make it worth their time. If your ideas or presentation appeals to them, then they will give pay attention to you, else they might interrupt you and fire random questions at you.

You must not give up an opportunity to present to senior management. You may be in this position because you have got amazing solutions to their problems or that you are talented.

Related Articles:

9 Qualities of a Great Presenter

10 Awesome tips for Successful Business Presentations

14 Types of Speeches that You can use to Achieve any Desirable result

Why learn how to deliver a presentation to senior management?

As a professional or an entrepreneur, if you ever need to catch the attention of the management or executives to prove your worth, to sell your product or services, having the right  presentation skills will benefit you.

1. What is the purpose of the presentation?

If you are  presenting to senior executives , it’s generally about pitching a new business idea, reporting about your department or work, sharing some valuable feedback with them or maybe even giving an interview.

If you are talented enough or you have some new business ideas that can help the company in any way, then the best way to showcase it to your executives is via a presentation. 

Sometimes the executives want to know how well their department’s function, in such cases they may ask an employee from that department to give a presentation.

In some companies, to apply for a higher role or any role, they may ask to present yourself, or a case on how you would tackle the challenges that the person in that role would come to solve. A presentation can help the panel understand your worth to the company. You can prove to them that you are valuable to the company by displaying promising stats and experience.

2. What are the characteristics of the audience? What do they expect to hear?

You need to know your audience well for you to be able to present to them well. Your attendance for the presentation will generally consist of top-ranking officials of the company. They are usually very impatient and have very little time. They have more tasks at hand and can only give you a fraction of their time. 

Such busy executives expect to hear solutions or details that are relevant to them. They cannot sit through a lengthy presentation that is a waste of their time. They expect vital points and various data or facts to support your presentation.

They also expect you to be clear about what you are presenting. If you get nervous during your presentation, then even the officials may not give any heed. You need to provide some time for the officials to ask questions after your presentation. They might have some questions and even some suggestions for your presentation, and you need to address them well.

3. What kind of data do I have to back up my speech?

Most of the professional presentations consist of various numbers and predictions that prove to the executives that your presentation is thorough. Generally, for a business idea or any pitch, you need to show some numbers so that the executives can go with your idea. It can be a number that shows some percentage increase in sales, costs that can be cut, and much more.

For such data, you need to do some sound research of your company as well as obtain some data from various reports and the internet. The data must be more realistic than a prediction. Such data must be supportive of your presentation and catch the eyes of your management.

In general, the data must be real and relevant to your presentation. They can be represented graphically to be more self-explanatory. 

Most of all, showing that you took the time to learn the pain points of the organization, the critical challenges that those senior managers or executives you are presenting to are trying to overcome, and add insightful solutions to them as you go along your presentation, will win you huge points.   Remember that!

4. What is my main call to action?

Once you prove that you are going to solve the problems of your company or make the company better, you need to explain how you will go about it. 

You can present a summarized version of the steps of action and elaborate on them, if necessary. You need to talk about the problems that you are addressing and also propose a strategic plan to overcome them.

You need to make your presentation informative and intimidating (a sense of urgency helps) so that your executives act upon it and don’t disregard it as a waste of time.

You can show that your ideas have medium or long term gains even though there are some immediate losses. If your ideas are effective, then you can assure immediate benefits as well. You need to convince the audience that your ideas are important and useful.

5. How to drive the presentation home?

There are multiple ways to drive the presentation home. Giving a fantastic presentation is all about appealing to the audience in the right direction. If you can captivate their attention and keep them hooked onto your presentation, then you have been successful in your attempts.

• You need to start your presentation strong so that the executives listen to you from the beginning. You need to maintain the same enthusiasm and rapport throughout the presentation so that you don’t just start strong and let them down eventually.
• Before you begin, you can give a summary of the various sections of your presentation so that the executives know what they can expect in the next 10 – 15 minutes.
• If you can support your ideas and solutions with data(dashboards, graphs, statistics, etc.), then the executives tend to believe it more. If you can prove to the panel of executives that you can solve their problems or add value to the company, then they will give importance to you.
• For a successful presentation, you need to be prepared well and keep it simple. You need to stay confident throughout the presentation and give ample time to the executives to discuss and ask questions.
• The best structure for any successful presentation is an introduction, analysis, and presenting your solution backed with real data and predictions.
• The executives may interrupt your flow of presentation by asking to move to the next slide or to go back; in such cases, you must be flexible and continue your performance.

Having the right amount of  presentation skills  can help your career growth. You may receive the respect and recognition from your management, which will help you get better opportunities and roles.

Presenting to senior management is a once in a lifetime opportunity, and you need to MAKE IT COUNT. If your presentation goes well, then you may be up for a promotion sooner than expected. Confidence will help you the most in such presentations, and for that, you need to prepare well. You can attend some public speaking training sessions to better your presentation skills.

That’s it for now! I hope you understood and are confident now on how to deliver a presentation to senior management, and ready to nail it.

REFERENCES & FURTHER READING

Annyck Nuyens. How to Prepare to Present to Senior Executives.  http://sixminutes.dlugan.com/present-senior-executives/

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Blog – Creative Presentations Ideas

infoDiagram visual slide examples, PowerPoint diagrams & icons , PPT tricks & guides

Level Up Your Executive Presentations with 7 PowerPoint Templates

Last Updated on March 1, 2024 by Rosemary

Visualizing various management topics and concepts such as strategies, analyses, plans, business models, objectives, etc. can be challenging because such slides usually incorporate a lot of information. To succinctly convey these ideas during company meetings, we suggest strengthening your executive presentations with graphics and relevant visuals.

Here you’ll find our recommendations for PowerPoint slide decks that can be a source of graphical inspiration for you.

Running behind on your presentation schedule, or just looking forward to making sure your presentations are top-notch? Use the power of visuals to communicate your insight and key points efficiently, save time with your management tasks, and finally deliver that presentation without worrying about creative presentation ideas!

You can get any slide deck presented here as an editable PPT file. Click on the slide pictures to see and download the source illustration. Check the full collection of Operational Management and Planning Presentation Templates here .

Here is a suggestion of several templates that will help you save time and effort in creating your executive presentations. You can use them as a whole presentation or just copy specific slides and graphics: 

• OKR Framework: Objectives Key Results

Responsibility Assignment RACI Matrix

• SWOT Analysis
• Product and Strategy Roadmap Tables
• Status Review Meeting

30-60-90 Day Action Plan

• SMART Goal Planning

Objectives and Key Results (OKR) Infographics

OKR is a goal-setting methodology to set challenging, ambitious goals with measurable results. Even if you don’t utilize the OKR methodology within your company, you might still need to talk about tracking and measuring objectives, progress over time, or monthly/quarterly achievements and failures. See Objectives and Key Results Performance Review deck with slides to illustrate OKR concepts, goal setting processes, progress tracking, and performance reports.

You can also explore our ideas on showing improvement or failure concepts with icons, which often appear in presentations related to goal reviews.

The RACI matrix is used for assigning job tasks and defining work breakdowns. It’s a valuable project management tool that will help you identify roles assigned to each duty: Responsible, Accountable, Consulted, and Informed. Such a table can help give you an overview of who’s in charge of what between team members.

Creating your own matrix can be pretty time-consuming – have a look at our pre-designed RACI matrix diagrams that will help you create clear slides faster.

Examples of using RACI matrix graphics:

• Illustrating higher-level project milestone responsibilities
• Drawing a map of personnel occupation status and evaluating your group’s capacity for the next assignment(s)
• Explaining people and work management theories

SWOT Analysis Presentation Diagrams

The SWOT analysis is a well-known strategic planning and management technique, which is very often included in executive presentations or marketing reports. SWOT can be used to influence stakeholders’ decisions, so it’s important to illustrate it effectively to make an impact on your audience. Check our SWOT analysis diagrams collection for inspiration.

See more ideas on how to display SWOT analysis findings here . Also, explore our icon ideas to illustrate strength and weakness concepts. Even 1 small image can make a difference to your presentation.

Product and Strategy Roadmap Presentation Tables

Whether you need to present a company strategy, show the history of your business projects, or plan product/software development and launches, roadmap graphics and tables are great visuals for visualizing these concepts. This Product and Strategy Roadmap Presentation Tables deck is designed to help you get rid of text and make the content more visual.

These roadmaps tables can be used in a broad spectrum of contexts:

• Illustrating a long-term strategy of a company
• Showing a history of your business activities
• Planning a product development and launch journey
• Reviewing the current status of completed parts of a project

Review Meeting Template

For your team to work together, you need to communicate clearly about the goals you have and make sure they know where things stand with their projects. However, one pitfall is that review meetings and brainstorming sessions take too much time – especially if they are unorganized and not structured properly.

To facilitate team meetings effectively and find the best solutions, you can use a Status Review Meeting set of slides that will help you present various meeting topics.

You can use these presentations graphics to:

• Keep track of your business’s next steps
• Outline what topics will be discussed
• Show clearly meeting agenda, structure, and outcomes
• Create lists, agendas, timelines, and further steps diagrams
• Evaluate the current market and company situation, present key market data and KPI numbers
• Adjust strategy to this situation, set new objectives
• Distribute new tasks over a timed schedule and hold people accountable

Explore more ideas on how to manage an effective review meeting and visual examples of various meeting sections here . If you’re holding an annual review or strategy planning meeting, have a look at the following deck collection.

If you’re interviewing for a management position or need to present a plan for accomplishing a big goal, 30-60-90 Day Action Plan graphics can help you visualize your proposals.

You can also use these graphics while creating an actionable project template to divide big goals into manageable tasks or show end goals during the performance review. You can also use these infographics to:

• Show a detailed plan for every 30 days using minimalistic diagram graphics
• Visualize a development plan using growing plant graphics to show improvements
• Design a roadmap to show every milestone
• Create timing and budget plans with timing deadlines and cost estimations

SMART Goals and Objectives Planning Template

SMART goal methodology helps to bring structure and trackability to your goals. Setting SMART goals means you can clarify your ideas, focus your efforts, and use your time and resources productively. Check this SMART Goal Diagram collection in an outline style, that will help you present your objectives and how you plan to reach them.

We hope you got inspired by these visual examples, feel free to explore and reuse those ideas for executive presentations and management meetings.

When preparing a business presentation, finding the perfect balance between text and graphics is important. One way you could try is by substituting your default bulleted lists and SmartArt tables with diagrams.

With the help of these PowerPoint decks full of various diagrams and icons, you can save time spent on design and create an appealing set of slides. If you are often presenting during company meetings, it’s handy to have a collection of pre-designed diagrams and icons at hand.

If you are adding slides to your existing PowerPoint file from another deck, see how to keep the whole presentation consistent by following simple steps.

Elevate your business performance presentations with our curated resources – visit our financial performance PPT reports webpage.

For more inspiration, subscribe to our YouTube channel:

Resources: Diagrams and PPT Templates  for  Executive Presentations

If you like any of the examples above, explore all the source illustrations for commercial use and free modifications. All slide decks in this blog, and many more, are available in the infoDiagram collection:

Operational Management and Planning Presentation PPT Templates

Further design inspiration for executive presentations

Here are more resources to find the right infographics and visuals for presenting your ideas:

• Presenting Change Management Models
• Illustrating the Executive Summary concept in a Presentation
• Present Your Company’s Progress on One Slide
• How to Show Leadership in a Presentation by One Icon See more visual ideas and examples of illustrating management topics on our blog .

Get a free  sample of PowerPoint diagrams and icons  to try out how our diagrams work.

How To Present To Senior Executives

Today, I’m handing the blog over to Leigh Espy.  Project communication management often involves giving confident presentations. In this piece, Leigh talks about how to tailor your presentations for C-suite level senior executives.

As you grow in your project management career, you’ll be called upon to make various presentations. However not all presentations are the same. Presentations to senior executives can be very different than presenting project information to peers.

The level of formality might vary depending on your organization, but usually the focus and needs of those at the C-suite level are the same, and are very different than those at the individual contributor or manager level.

What does C-suite mean?

By C-suite we’re talking about people who have job titles starting with ‘C’ like CEO, Chief Operating Officer, CFO or similar. The top people in your company; your Board.

These are senior managers in the organization: the people who are executive leaders. Think: they have the corner office! And often offices on the top floor. With windows and a view… at least that’s how things used to be.

Today’s senior leaders are just as likely to hot desk with the rest of us.

However, regardless of where they sit, you still need to understand their views and what they need from a presentation. Understanding the different needs for the executive audience will help you prepare and give presentations about your projects with confidence and grace.

Let’s look first at the differences between what an executive leadership audience wants from a presentation and what will go down best with your colleagues.

Tips for Starting Executive Presentations

You will likely not have as much time if you’ve been fit into the agenda of an executive session. You need to get to the point as quickly as possible.

Don’t start with stories, but rather get to the point. Lead with what you need from them. Use a summary slide (as per this advice from HBR ) to summarize everything in your presentation, and then use the rest of your presentation to support that.

Tip: You need to have the data available in case it is requested. This is different to how you would present to your peers.

You want to engage your peers with the “Why” of the project. Help them understand the benefits so that you can get their buy-in and support. Speak from a perspective that they can relate to. By connecting with a story, you can capture their interest and draw them in more.

6 Tips for Strong Executive Presentations

Here are my top 6 tips for managing the middle part of your senior leadership presentation. You’ve been called to a C-level meeting to show your stuff, let’s not waste the opportunity!

• Once you’ve explained your position or what you need, give a brief explanation of why this is important to the company. Give it context.
• Provide evidence that your position is important. Do this with high level data, and use graphs or charts if possible. Present outcomes and what the data supports.
• Be ready with the drill-down data if it is requested.
• If the executives stray from what you’ve rehearsed, be ready to go with it. You have to let the conversation flow in the direction they take it. They may need to have peripheral discussions in order to come to agreement or decisions on your topic.
• Be clear on your goals and bottom line
• Be ready to provide a much shorter version of your presentation
• Be ready to discuss even if you must stray from your rehearsed presentation
• Go immediately to your bottom line.
• Read the room and make changes to accommodate what is going on in the moment – be flexible and ready for the direction the discussion goes.

This article has more tips for presenting at work if you feel like you want to dig into these strategies a bit further.

How senior management presentations differ from other presentations

When you are talking to your peers about your work, you can take a different approach.

The main part of your presentation can be shaped in a different way, because they need to take away different information so they can make decisions or do their job, or understand what is coming.

Here are some tips for managing that kind of presentation.

• Using silences in your stories and presentations can be powerful.
• Your audience wants to be both informed and entertained. Telling stories and explaining your points in ways that resonate with your audience is going to impact them more. Use stories that grab their attention ( find out how to do that here ).
• Your presentation should flow in a logical order. If you are presenting about a new software product, set the context for the audience and build on the information. If you are presenting new process changes that must be adopted by others, you might give a story about the challenges currently faced and how you approached the process development to get the right inputs for the changes. Then you might tell about the changes and how they will benefit others. You might follow with the rollout/ adoption plans. Ensure that your presentation flows well.
• If your audience veers off topic, bring them back on point to keep the presentation focused.

Tip: Stay on the stage! Read about the time Elizabeth fell off the stage .

The Presentation Book is a good reference on how to make stand-out presentations that people will remember.

How to close a presentation to senior executives

For the best presentation to your senior leadership team, you’ll want to be clear on what is needed from them (or overall), and on the next steps.

If someone has an action item or follow-up activities, be clear on who that is and what action is to be taken.

Final tips for creating successful executive presentations (that also work for all presentations)

There are similarities that will support a successful presentation for both types of audiences: both your executive audience and your peers or other people. You should:

• Know your audience
• Be aware of the various concerns in the room before you present
• Anticipate the questions that will be asked so that you’re ready to answer or provide the detail they will be requested
• Do not read from PowerPoint slides
• Practice, practice, practice!

By knowing what is needed for both briefing senior leaders and your colleagues, you’ll be ready to present to both peers and executives successfully.

Your team and management will trust you to represent the project or your department with grace and confidence in a variety of situations, and you’ll step in front of each knowing you’re well-prepared.

Want more tips? Here’s a quick video on how to deliver a great presentation about your project.

About the Author: Leigh Espy has 18 years of project management experience, with a primary focus on IT project management. She’s worked in the public and private sectors, and domestically and internationally. She loves helping newer PMs and those hoping to make the switch to project management. She blogs at projectbliss.net .

Pin for later reading:

Project manager, author, mentor

Elizabeth Harrin is a Fellow of the Association for Project Management in the UK. She holds degrees from the University of York and Roehampton University, and several project management certifications including APM PMQ. She first took her PRINCE2 Practitioner exam in 2004 and has worked extensively in project delivery for over 20 years. Elizabeth is also the founder of the Project Management Rebels community, a mentoring group for professionals. She's written several books for project managers including Managing Multiple Projects .

How to Prepare Financial Presentations for Senior Management in PowerPoint

Presenting financial information to senior management can be a daunting task. However, it is essential to have effective financial presentations to aid decision-making. With the help of PowerPoint, you can compile and present data in a way that senior management can easily understand. This article outlines the steps you need to take to create a compelling financial presentation that delivers results.

Table of Contents

Why Effective Financial Presentations are Essential for Senior Management

Senior management plays a critical role in a company’s success. Decisions they make can significantly impact the organization, and it is therefore essential that they have the necessary information to make informed decisions. Effective financial presentations provide senior management with the financial data they need to stay informed on the organization’s financial health. It is, therefore, crucial to prepare financial presentations that are clear, concise, and user-friendly. Fortunately, with the right tools and knowledge, creating these presentations can be easy.

Moreover, effective financial presentations can also help senior management identify potential risks and opportunities for growth. By analyzing financial data presented in a clear and concise manner, senior management can make informed decisions on investments, cost-cutting measures, and other financial strategies that can impact the organization’s bottom line. Additionally, financial presentations can also help senior management communicate financial information to other stakeholders, such as investors and board members, in a way that is easy to understand and transparent.

Understanding the Needs and Preferences of Senior Management

The first step in creating an effective financial presentation is understanding the needs and preferences of senior management. This helps you tailor your presentation to their needs, making it more engaging. Some of the preferences you need to consider include the level of detail they prefer, their preferred visual aids, and the data they require. Additionally, it is crucial to understand the technical acumen of the individuals that you will be presenting to. Keeping these factors in mind will ensure that your presentation is engaging and provides relevant information.

Another important factor to consider when presenting to senior management is their time constraints. Senior executives are often busy and have limited time to review presentations. Therefore, it is essential to keep your presentation concise and to the point. You should focus on the most critical information and avoid including unnecessary details. Additionally, it is helpful to provide a summary or executive summary at the beginning of your presentation, highlighting the key points and takeaways. This will help senior management quickly understand the main points of your presentation and make informed decisions.

Setting Goals and Objectives for Your Financial Presentation

Once you understand the preferences of senior management, the next step is setting goals and objectives for your financial presentation. You need to identify the information you need to present and the message you want to convey. Your goals and objectives should be specific, measurable, achievable, relevant, and timely. When you have a clear idea of what you want to achieve, you can organize and structure your presentation efficiently.

It is important to keep in mind that your goals and objectives should align with the overall goals and objectives of the company. This will ensure that your financial presentation is not only informative but also contributes to the success of the organization. Additionally, consider the audience you will be presenting to and tailor your goals and objectives to their needs and interests. By doing so, you can increase engagement and ensure that your presentation is well-received.

Gathering and Analyzing Financial Data for Your Presentation

When creating a financial presentation, you need to use reliable financial data that supports the message you want to convey. You must understand where the data came from, its completeness, and how accurate it is. Data integrity is paramount. Additionally, you should consider the time period you want to present in the presentation. Data that is outdated or incomplete can lead to inaccurate conclusions and ultimately result in bad decisions by senior management.

One way to ensure the accuracy of financial data is to use multiple sources. By cross-referencing data from different sources, you can identify any discrepancies and ensure that the information you present is as accurate as possible. It’s also important to consider the context in which the data was collected. For example, if you’re presenting financial data for a specific industry, you should ensure that the data is relevant to that industry and not just general financial data.

Another important consideration when analyzing financial data is to look beyond the numbers. While the numbers are important, they don’t always tell the whole story. You should also consider the underlying trends and factors that are driving the numbers. This can help you identify potential risks and opportunities that may not be immediately apparent from the data alone.

Organizing and Structuring Your Financial Presentation

Once you have gathered and analyzed the necessary financial data, the next step is organizing and structuring your presentation. Start by creating an outline that includes all the elements you want to present, such as financial statements and supporting data. You should also design your presentation in a way that is visually appealing, without cluttering slides with too much data. Use placeholders for text and images, and limit each slide to one key idea to avoid confusing your audience.

Another important aspect of organizing and structuring your financial presentation is to consider your audience. Think about who will be attending your presentation and what their level of financial knowledge is. If you are presenting to a group of investors, for example, you may want to include more detailed financial data and analysis. On the other hand, if you are presenting to a group of employees, you may want to focus more on the impact of the financial data on the company as a whole. By tailoring your presentation to your audience, you can ensure that your message is effectively communicated and understood.

Choosing the Right Visual Aids for Your Presentation

Visual aids such as charts, graphs, and tables can help to convey complicated financial information in an easy-to-understand way. You should choose visual aids that complement the information you are presenting and align with the preferences of senior management. Ensure the size of your visuals is appropriate and that the colors used are legible and make it easy to distinguish data points.

Another important consideration when choosing visual aids is the audience you will be presenting to. If you are presenting to a group of experts in your field, you may want to use more complex visual aids such as heat maps or scatter plots. However, if you are presenting to a general audience, it may be more effective to use simpler visual aids such as bar charts or pie charts.

It is also important to keep in mind that visual aids should enhance your presentation, not distract from it. Avoid using too many visual aids or using ones that are overly complicated. Remember, the focus should be on your message, not the visual aids themselves.

Creating Effective Tables, Charts, and Graphs in PowerPoint

Creating effective tables, charts, and graphs in PowerPoint can be a complex process, but it is essential to make sure the information you present is accurate and easy to understand. When creating these visuals, you should consider the type of data and insights you want to present, the data points you want to highlight, and the message you want to convey. Ensure that the visuals have a clear title and labels on the axis for easy comprehension.

Using PowerPoint Features to Enhance Your Financial Presentation

PowerPoint offers many features that can enhance your financial presentation, such as animations, transitions, and multimedia. However, it is important to use these features sparingly and thoughtfully. You should only introduce multimedia elements that complement your financial data and reinforce your message. Animations and transitions can help to guide senior management’s attention to critical information and make the presentation more engaging.

Tips for Delivering a Successful Financial Presentation to Senior Management

Delivering a financial presentation to senior management can be a stressful experience. However, with proper preparation, you can deliver a successful presentation that leads to informed decisions. Ensure that you are confident and knowledgeable about your presentation. Practice your presentation, seek feedback, and rehearse with your team. Finally, be prepared to answer questions and clarify any issues that may arise.

Common Mistakes to Avoid When Creating Financial Presentations in PowerPoint

Creating financial presentations in PowerPoint is a complex process that can lead to several mistakes if not done correctly. Common mistakes include using too much data, using irrelevant visuals, or presenting inaccurate data. To avoid these mistakes, stick to your objectives, choose visuals that complement your message, and ensure that all data presented is accurate and relevant.

Best Practices for Designing Compelling Slides in PowerPoint

Designing compelling slides involves several best practices. You should ensure that all slides have a consistent design, use colors that complement each other, and have legible fonts. Additionally, you should limit the text on each slide and complement the text with the appropriate visuals. You can also use strategic headings and subheadings to guide the viewer’s focus to the most critical information.

Creating a Cohesive Narrative Using Storytelling Techniques

Storytelling is an effective technique that can help you present financial data in a way that senior management can relate to. It can create an emotional connection between senior management and the financial information, making it easier to understand. When using storytelling, use real-world examples, metaphors, and analogies to capture senior management’s attention and help them visualize the data.

Engaging Senior Management with Interactive Presentations

Interactive presentations can help senior management engage with the financial data and become more involved in the decision-making process. Interactive presentations can incorporate quizzes, surveys, and other interactive features that serve to increase engagement. Ensure that interactive presentations align with your objectives and complement your message.

Ensuring Clarity and Conciseness in Your Financial Presentations

When presenting financial information to senior management, it is essential to ensure clarity and conciseness in your presentation. Use simple, jargon-free language, and limit the amount of data you present per slide. Ensure that you present an overall clear narrative that aligns with your objectives, and that the presentation is easy to understand. Keep in mind that clarity and simplicity will aid senior management’s comprehension and lead to better decisions.

Creating financial presentations for senior management can be a daunting task. However, with the right tools and knowledge, you can create presentations that deliver results. By understanding the preferences and needs of senior management, setting clear goals and objectives, and using appropriate visual aids, you can create presentations that are clear, concise, and engaging. Remember to practice and rehearse your presentation, and be prepared to answer questions and clarify any issues that may arise. With these steps, you can create successful financial presentations that deliver value.

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Presentation to Senior Management

Aug 08, 2014

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Presentation to Senior Management. 2007. MiFID for Senior Managers Introduction.

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Presentation Transcript

Presentation to Senior Management 2007

MiFID for Senior ManagersIntroduction These slides introduce the big changes for senior management from MiFID and other changes, for discussion at the meeting. They are in the form of a description and, often, are an example or case study or quotation from the FSA. The slides assume those attending have already, or will shortly, have MiFID Awareness training or periodic briefings.

MiFID for Senior ManagersAgenda • Introduction • What does More Principles-based Regulation mean for Senior Managers? • Who will be responsible for making decisions on compliance in the firm? • What are the big changes for senior management in the new Senior Management arrangements, systems and controls rules? • What Corporate Governance is the FSA expecting from firms? • How does the FSA expect senior management to apply the risk-based approach in firms? • Will senior management need to spend more time on compliance?

MiFID for Senior ManagersWhat does More Principles-based Regulation mean for Senior Management – Case Study 1? • A firm has an internal fraud of £1.4 million. Client Accounts were debited dishonestly over several years. All clients were compensated in full by the firm. • There is only a high level rule requiring firms to have controls against financial crime. • From 2005 onwards the FSA has issued a series of Discussion Papers, “Dear CEO” Letters and made speeches asking firms to focus on this area of controls. • The FSA fined the firm (BNP Paribas Private Bank) £350,000 for failing to have effective systems and controls to manage the risk relating to fraud (Principle 3).

MiFID for Senior ManagersWhat does More Principles-based Regulation mean for Senior Management – Case Study 2? • An employee from a firm takes home a laptop containing some individual data. The laptop is stolen. No immediate report is made to the FSA. • No customer’s data is improperly used. • The FSA has only high level rules requiring firms to have internal controls to protect individuals’ data. • There has been a Government, media and FSA information campaign on IT security in firms. • The FSA fined the firm (Nationwide Building Society) £980,000 for failing to have effective systems and controls to manage the risks that customer information might be lost or stolen.

MiFID for Senior ManagersWhat does More Principles-based Regulation mean for Senior Management – Case Study 3? • A firm provides financial advice to individual customers. Its record show that it obtains some, but not sufficient, information from customers. • The FSA advises the firm to obtain and record more information. It finds the same problem on another visit. • The FSA does not provide detailed guidance on what Know Your Customer information to obtain and record. It does publish Treating Customers Fairly “good practice” examples. • The FSA fined the firm (Trigon Pensions Limited) £10,500 (due to its small resources) for breaching Principle 2 (due skill care and diligence), Principle 3 (management and control), Principle 6 (customers’ interests) and Principle 7 (communication with clients).

MiFID for Senior ManagersPredictability of Enforcement Action “ To do this, [enforcement action on Principles alone] we are conscious that it must be possible for a firm to predict at the time of the action whether it would be a breach of a Principle. ” (The FSA’s paper “Principles-based regulation”, April 2007.)

MiFID for Senior ManagersWho will be responsible for applying the FSA Principles?Possible Answers • The Chief Executive Officer • The Compliance Officer • The Chief Executive Officer with support from the Compliance Officer • The Compliance Officer who has been allocated this responsibility by the Chief Executive Officer • The Board of Directors • The Firm?

MiFID for Senior ManagersWho will be responsible for applying the Principles in the Firm? - Example • Dispute between marketing and compliance department on whether a product should be promoted to a particular type of customer. This is crucial to its economic viability. • Compliance are applying the firm’s “Treating Customer Fairly” Policy. • Marketing point out that they have already promoted this product successfully to this type of customer in the past. • The Compliance Officer is willing to compromise – through giving increased risk warnings. Should you rely on Compliance’s acceptance of the compromise, or should you review the application of the Treating Customers Fairly Policy to this promotion yourself?

MiFID for Senior ManagersThe big changes in the Senior Management arrangements, Systems and Controls. More detailed requirements on: • Corporate Governance (see later) • Risk identification, assessments, recording and management. • Policies proportionate to nature, scale and complexity of firm. • Segregation of duties. • Conflicts of Interest management beyond client disclosure • Risk-based policies and procedures. • Separate Risk, Internal Audit and Compliance Functions unless disproportionate (but must still be effective). • Training and Competence.

MiFID for Senior ManagersThe big changes in the Senior Management arrangements, Systems and Controls Rules – Some ExamplesThe firm and its senior management must put in place effective arrangements for: • Operational Risk • Liquidity Risk • The “Competent Employees” Rule • Business Continuity Testing • Stress Testing • Monitoring Outsourcing arrangements • Record keeping policies (normally 5 years under MiFID) • Training and Competence

MiFID for Senior ManagersWhat standard of Corporate Governance does the Senior Management arrangements, Systems and Controls Rules require? - Example In particular, senior personnel ... ...must assess and periodically review the effectiveness of the policies, arrangements and procedures put in place under MiFID, and take appropriate measures to address any deficiencies. “ ” (SYSC 4.3.1)

MiFID for Senior ManagersWhat standard of Corporate Governance does the Senior Management arrangements, Systems and Controls Rules require? • The Senior Management (including the Board) to assess and periodically review effectiveness of policies and procedures under MiFID. • The Senior Management (including the Board) to establish “robust” internal controls. • Allocation of responsibilities to individuals including detailed and current job descriptions. • Regular Management Information to Senior Management (including the Board) on internal controls, risk management policies and finance.

Based on FSA’s Statutory Objectives Treating Customers Fairly, Orderly Markets, Financial Crime and Financial Capability The FSA applies it to firms through the ARROW II risk-based supervision process Firms apply it to their own risks through NEW SYSC and the ICAAP processes The FSA applies it internally to its own risks Risk based Supervision

MiFID for Senior ManagersWhat does the Risk-based Approach with firms mean? - Example Depending on the nature, scale and complexity of its business, it may be appropriate for a firm to have a separate risk assessment function responsible for assessing the risks that the firm faces and advising the governing body (the Board) and senior managers on them. “ ” (SYSC 3.2.10)

MiFID for Senior ManagersWill Senior Management need to spend more time on Compliance issues? Probably yes because: • Shift of responsibility for achieving compliance with the Principles from FSA to Senior Management. • Risk, Internal Audit and Compliance role is to advise-but not decide. • Senior Managers are individually registered with FSA.

MiFID for Senior ManagersWill Senior Managers need to spend more time on Compliance issues? - Quotation Responsibility for key regulatory decisions will move to senior levels, challenging firms’ compliance, risk management and internal audit functions as they provide the necessary support to senior management and Boards. “ ” FSA’s “Principles-based regulation” April 2007

MiFID for Senior ManagersWill Senior Managers need to spend more time on Compliance issues? - Quotation “ Working successfully in this landscape means Boards, Chief Executives and their senior management teams will need to engage in substance with the regulatory outcomes we want to achieve. They need to work with us in a constructive way and exercise good judgment about how best their firm can deliver such outcomes. ” FSA’s “Principles-based regulation” April 2007

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Template: Presentation to senior managers

Template: Presentation to senior managers. How to use this template This template gives you a starting point to create a presentation to senior managers on workplace health and wellbeing. It includes slides and speaking notes. It can be changed as needed to suit your specific needs .

510 views • 21 slides

SENIOR PRESENTATION. HIGH SCHOOL GRADUATION REQUIREMENTS COLLEGE ENTRANCE REQUIREMENTS TIME LINE COLLEGE INFORMATION. 11 th and 12 th Counselors. A – Ha: Brooke Valot He – Rios: Betty Valenzuela Rivas – Z: Laurie Hurl AP Incentive Program: Clayton Ballard.

396 views • 25 slides

senior project presentation

senior project presentation. group name: wirtual wision project title: a 3d adventure game. ‘beyond the sight’. group members. doğan sever. alper taş. rakıp yaşar. kubilay timuçin. ercan şahan. outline. introduction – requirements & features – demonstration. introduction

201 views • 11 slides

To-Be senior Presentation

To-Be senior Presentation. “Destiny is not a matter of chance, it is a matter of choice; it is not a thing to be waited for, it is a thing to be achieved.” William Jennings Bryan. Huron High School. RESPONSIBILITY.

440 views • 35 slides

Class of 2014. Senior Presentation. Standard: Students will employ strategies to achieve future career goals with success and satisfaction. Objectives: Students will be able to list graduation requirements/a-g requirements

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Senior Presentation. School Counseling Department. College SUNY, Private, Community Colleges, Technical Schools. Workforce. Military. Gap Year. What’s next after high school?. Review senior timeline Research schools Naviance.com – note: scattergrams  Visit your favorites

129 views • 12 slides

136 views • 12 slides

Senior Presentation. Sub title here should be the job you investigated in senior paper. Futurus High School. The Introduction. Who am I? What was my report on? What volunteering or job shadow did I do?. 13 th Year Plan Explained.

128 views • 10 slides

What caused Dubai floods? Experts cite climate change, not cloud seeding

• Medium Text

DID CLOUD SEEDING CAUSE THE STORM?

CAN'T CREATE CLOUDS FROM NOTHING

Coming soon: Get the latest news and expert analysis about the state of the global economy with Reuters Econ World. Sign up here.

Reporting by Alexander Cornwell; editing by Maha El Dahan and Alexandra Hudson

Our Standards: The Thomson Reuters Trust Principles. New Tab , opens new tab

World Chevron

Ecuador leftists will back security reforms but oppose government, former president says

Ecuador's former President Rafael Correa said on Monday his party, which is now in opposition, will support security measures widely backed by voters in a weekend referendum but will otherwise oppose President Daniel Noboa in the legislature.

Mexican soldiers arrested Abraham Oseguera, the brother of Nemesio "El Mencho" Oseguera who leads the hyper-violent Jalisco New Generation Cartel (CJNG), officials said on Monday, touting the capture as a major blow to organized crime.

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Dlh to announce fiscal 2024 second quarter financial results.

ATLANTA, April 22, 2024 (GLOBE NEWSWIRE) -- DLH Holdings Corp. (NASDAQ: DLHC) (“DLH” or the “Company”), a leading healthcare and human services provider to the federal government, will release financial results for the fiscal second quarter ended March 31, 2024 on May 1, 2024 after the market closes. DLH will then host a conference call for the investment community at 10:00 a.m. Eastern Time the following day, May 2, 2024, during which members of senior management will make a brief presentation focused on the financial results and operating trends. A question-and-answer session will follow. 

Interested parties may listen to the conference call by dialing 888-347-5290 or 412-317-5256. Presentation materials will also be posted on the Investor Relations section of the DLH website prior to the commencement of the conference call. A digital recording of the conference call will be available for replay two hours after the completion of the call and can be accessed on the DLH Investor Relations website or by dialing 877-344-7529 and entering the conference ID 2520402.

About DLH DLH (NASDAQ: DLHC) enhances technology, public health, and cyber security readiness missions through science, technology, cyber, and engineering solutions and services. Our experts solve some of the most complex and critical missions faced by federal customers, leveraging digital transformation, artificial intelligence, advanced analytics, cloud-based applications, telehealth systems, and more. With over 3,200 employees dedicated to the idea that “Your Mission is Our Passion,” DLH brings a unique combination of government sector experience, proven methodology, and unwavering commitment to innovative solutions to improve the lives of millions. For more information, visit www.DLHcorp.com .

INVESTOR RELATIONS Contact: Chris Witty Phone: 646-438-9385 Email: [email protected]