march 14, 2013 vip chapter program and meeting all telephone lines will be muted until we request...

55
March 14, 2013 VIP Chapter Program and Meeting www.iaap-vip.org All telephone lines will be muted until we request that you un-mute them. Thank you.

Upload: johnathan-wilkinson

Post on 31-Dec-2015

214 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

March 14, 2013

VIP Chapter Program and Meeting

www.iaap-vip.org

All telephone lines will be muted until we request that you un-mute them. Thank you.

Page 2: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

www.iaap-vip.org 2

Introduction of Tonight’s Speaker

Betty Lawler, CAPVice President

How to Make Your Presentations Shine – AndPolish Your Own Star at the Same Time!

David ZehrenZehren Friedman Associates

Ltd.

Page 3: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

ZEHRENFRIEDMAN A S S O C I A T E S

HOW TO MAKE YOUR

PRESENTATIONS SHINEfor

IAAP

Page 4: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

A 60-Second Introduction toZehren♦Friedman Associates

• We help people and their organizations Sell, Present, Negotiate, and Influence Better

• We’ve been doing this since 1989• We have conducted skill-building seminars in North,

South & Central America; Europe; Asia; Africa, and Australia.

• Every continent except Antarctica!

4© Zehren-Friedman Associates, Ltd.

Page 5: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

Our Chicago-Area Clients Include

• ABBOTT• AON-Hewitt• Baxter• CDW• Federal Reserve Bank of Chicago• Hospira• Heller Financial• Kraft• LaSalle Bank• MB Financial• Morningstar• Northern Trust

5© Zehren-Friedman Associates, Ltd.

Page 6: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

How Can We Be of Help to You?

• ZehrenFriedman Associates

• 847-940-7269

[email protected]

• www.Zehrenfriedman.com

• 2012 Year in Review (http://www.zehrenfriedman.com/2012Year-in-Review/index.html

6© Zehren-Friedman Associates, Ltd.

Page 7: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

Time to Vote!

Please give us a thumbs up if the statement is true for you

I create visuals for others to use (PPT., Excel etc.) I often provide input and advice regarding the structure

and logical flow of a colleague’s presentation I hardly ever deliver presentations myself to a live or

virtual (via teleconference or webinar) I deliver presentations live or virtual between 2 and 10

times a year I deliver live or virtual presentations more than 10 times

per year

7© Zehren-Friedman Associates, Ltd.

Page 8: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

8

© Zehren-Friedman Associates, Ltd.

What Google Search __ __ __ __ __ __ __Produced This Tally: About 3,770,000 results in 0.13 sec?

Page 9: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

What Google Search __ __ __ __ __ __ __Produced This Tally: About 3,770,000 results in 0.13 sec?

9

© Zehren-Friedman Associates, Ltd.

H A T E P O W

Page 10: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

What Google Search __ __ __ __ __ __ __Produced This Tally: About 3,770,000 results in 0.13 sec?

10

© Zehren-Friedman Associates, Ltd.

H A T E P O W

Hate PowerPoint Presentations

Page 11: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

You Can Help Your Colleagues (and Yourself) Make Presentations people don’t hate

11

Page 12: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

Challenges Today’s Presenters Face

12

1. Some visuals hurt more than help

2. Technology has made us lousy listeners

3. Too much time reporting data; not enough telling stories

4. Actuaries and shoes

© Zehren-Friedman Associates, Ltd.

Page 13: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

Solutions toChallenges Today’s Presenters Face

13

1. Some visuals hurt more than helpTips for good visuals

2. Technology has made us lousy listenersHow to compensate for lousy listeners

3. Too much time reporting data; not enough telling storiesTell a story

4. Actuaries and shoes Go barefoot; put personality and passion in your delivery

© Zehren-Friedman Associates, Ltd.

Page 14: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

14

There is a Good Reason Why we Create Bad Visuals

© Zehren-Friedman Associates, Ltd.

Lets explore why…….

Page 15: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

15

What Use is Made of PowerPoint Files? App 55

1)

2)

3)

4)

© Zehren-Friedman Associates, Ltd.

Page 16: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

16

The Difference Between a Written Report and Visuals for a Spoken Presentation app. for p. 17

A written report is generally designed to convey its information to its audience one person at a time, with each reader holding a printed page or staring at a computer screen. One advantage of a written report is that each reader can spend as much or as little time as they wish on each page, depending on their interest level, their familiarity with the material, their reading speed, their dyslexia condition, etc. Each individual reader remains largely in control of the communication and can dive deep or skim across a page as they wish. They can jump ahead or turn back to refresh what was covered on a previous page. After reading or scanning the document, they can keep it as a reference tool and as a “document of record” that contains the official data, analysis, and/or recommendations.

The visuals used for a spoken presentation have a different purpose and may need to be quite different in design. Their purpose is to support the major ideas the presenter wishes to convey with the spoken word. Good presentation visuals are usually clear and simple. They help the audience understand and will also make the message more memorable. But remember: the audience is composed of different people with different levels of interest in the material, different reading styles and speeds, different abilities to digest technical material, and different distractions going on in their minds while the presenter is speaking. As opposed to a written report, in a live presentation the audience has almost no control over the communication process. The presenter is in control of how long each visual is shown, and if the visuals are complex, then each audience member is probably studying a different part of the visual while the presenter is talking. Complex, crowded visuals end up competing with the presenter for the audience's attention and they almost surely contribute to confusion and frustration rather than contributing to clarity and recall. If part of the audience is remote and each audience member is controlling a PowerPoint deck on their computer, that is even worse. We can say with some certainty that members of a remote audience and the presenter are often “not on the same page”.

Good NewsIt is possible to create a single PowerPoint file that provides good visuals that will make a presentation more clear and more memorable, and, within the same file, create a written report that provides all the detail and explanation that some readers want and also creates a document of record for future reference.

These two competing needs can be addressed with careful use of Appendix pages and Appendix Pointers. 55

© Zehren-Friedman Associates, Ltd.

Page 17: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

17

What Use is Made of PowerPoint Files?

1) Presentation Visuals to be projected

2) A catch-up document for those who missed the presentation

3) A Written Report or Proposal

4) An audit trail or Document of Record

© Zehren-Friedman Associates, Ltd.

Page 18: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

18

What Use is Made of PowerPoint Files?

1) Presentation Visuals to be projected

2) A catch-up document for those who missed the presentation

3) A Written Report or Proposal

4) An audit trail or Document of Record

© Zehren-Friedman Associates, Ltd.

Page 19: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

19

What Use is Made of PowerPoint Files?

Presentation Visuals to be projected

A catch-up document for those who missed the presentation

A Written Report or Proposal

An audit trail or Document of Record

© Zehren-Friedman Associates, Ltd.

Page 20: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

20

What Use is Made of PowerPoint Files?

Presentation Visuals to be projected

A catch-up document for those who missed the presentation

A Written Report or Proposal

An audit trail or Document of Record

© Zehren-Friedman Associates, Ltd.

Page 21: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

21

There is a Good Reason Why we Create Bad Visuals

Because we are writing for two very different types of audiences.

Live Audience Individual Reader

© Zehren-Friedman Associates, Ltd.

Page 22: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

22

Keep Both Audiences in Mind When You Create a PowerPoint File

Slides designed for individual reading make the presenter’s job much more difficult.

Good Solution A note to future users and Appendix Pointers will help you serve both audiences well.

© Zehren-Friedman Associates, Ltd.

Page 23: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

23

A Note To Future Users Of This File

• This file is designed to serve two purposes. Slides 5 through 53 are designed to support a presenter who can add explanations and additional material as needed. Slides 54-57 contain appendix information that the presenter might use if audience members (or individual readers using the file later) have questions that require explanation or a deeper dive into the material.

© Zehren-Friedman Associates, Ltd.

This note should follow the title page

Page 24: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

24

A Note To Future Users Of This File (This follows the Title Page)

• This file is designed to serve two purposes. Slides 5 through 53 are designed to support a presenter who can add explanations and additional material as needed. Slides 54-57 contain appendix information that the presenter might use if audience members (or individual readers using the file later) have questions that require explanation or a deeper dive into the material.

• Some slides in the front of the file will refer to specific pages in the appendix. A notation like this in the Title section of a slide APP. 56 will guide you to the appropriate Appendix page.

• What’s the best way to get from slide 7 to Slide 23?

• Easy! Within SlideShow mode, simply type 23 Enter

© Zehren-Friedman Associates, Ltd.

Page 25: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

Speaking of Slides to Put at the Front of a Deck…

Here are three good ones:

• Note to Future Users

• A Glossary

• Q & A Ground Rules

25

Page 26: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

Add Glossary and Q&A Slides Here

26

Page 27: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

27

Tips for Creating and Using Visuals

APP 56-57

1.2.3.4.5.6.7.8.9.10.

© Zehren-Friedman Associates, Ltd.

Page 28: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

28

Tips for Creating and Using Visuals App. For 29

1. Know your audience and your objective Is your goal to persuade or simply to inform? What does your audience care most

about? Adjust to their preferred level of generality or detail

2. Tell your story with visual information Use pictures, graphs, charts instead of words when possible. A picture is worth a

thousand words, or at least several dozen!

3. Label graphs for easy readingLabel the gradations on the right side as well as the left side of a vertical bar chart. Print the value of each bar inside the bar or at the top end of each bar. A label on a bar or a slice of pie is more helpful than a color-coded legend.

4. Use color with restraint and to help convey meaningBe consistent with colors throughout the presentation. Choose colors that print and project well; color combinations that look good on your computer screen may look awful when projected on a wall screen.

5. Put meaning or message in your headlines

The headline is the most prominent, powerful part of your visual. Keep it brief, but make it say something. Put the message of the graph in the headline.

56

© Zehren-Friedman Associates, Ltd.

Page 29: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

29

Tips for Creating and Using Visuals App for 29

6. Less is MoreA simple visual is more powerful and more memorable than a crowded complex one. Avoid full sentences whenever possible. Edit like crazy. Avoid dense tables or highlight the relevant data in a table. Use Appendix pages for optional detail, data, and explanations.

7. Number every page; use Appendix Pointers to help audience navigate.

8. These three pages should follow the Tithe Page:.P.2. Guidance to future readersp.3. Glossary of Acronyms and jargonp. 4. Q & A Ground Rules

9. Don’t let your visuals or handouts compete with you for audience attention.As soon as a visual comes into view, people’s eye and thoughts are drawn to it. Don’t invite your audience to read and think about something until you are ready to talk about it.

10. Use numbers instead of bullets.Audience members often drift. Saying “Next bullet…” does not tell them where you are on the page. Saying “item 5” helps them stay with you and “on topic”

57

© Zehren-Friedman Associates, Ltd.

Page 30: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

30

Tips for Creating and Using Visuals App. 56-57

1. Know your audience and your objective

© Zehren-Friedman Associates, Ltd.

Page 31: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

31

Tips for Creating and Using Visuals

App 56-57

1. Know your audience and your objective

2. Tell your story with visual information

© Zehren-Friedman Associates, Ltd.

Page 32: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

32

Tips for Creating and Using Visuals App. 56-57

1. Know your audience and your objective2. Tell your story with visual information

3. Label graphs for easy reading app p 45-46

© Zehren-Friedman Associates, Ltd.

Page 33: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

33

Tips for Creating and Using Visuals App. 56-57

1. Know your audience and your objective2. Tell your story with visual information3. Label graphs for easy reading

4. Use color with restraint and to help convey meaning

© Zehren-Friedman Associates, Ltd.

Page 34: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

34

Tips for Creating and Using Visuals App 56-57

1. Know your audience and your objective2. Tell your story with visual information3. Label graphs for easy reading4. Use color with restraint and to help convey meaning

5. Put meaning or message in your headlines

© Zehren-Friedman Associates, Ltd.

Page 35: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

35

Tips for Creating and Using Visuals App. 56-57

1. Know your audience and your objective2. Tell your story with visual information3. Label graphs for easy reading4. Use color with restraint and to help convey meaning5. Put meaning or message in your headlines

6. Less is More

© Zehren-Friedman Associates, Ltd.

Page 36: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

36

Tips for Creating and Using Visuals App. 56-57

1. Know your audience and your objective2. Tell your story with visual information3. Label graphs for easy reading4. Use color with restraint and to help convey meaning5. Put meaning or message in your headlines6. Less is More

7. Number every page; use Appendix Pointers to help audience navigate.

© Zehren-Friedman Associates, Ltd.

Page 37: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

37

Tips for Creating and Using Visuals App 46-47

1. Know your audience and your objective2. Tell your story with visual information3. Label graphs for easy reading4. Use color with restraint and to help convey meaning5. Put meaning or message in your headlines6. Less is More7. Number every page; use Appendix Pointers to help audience navigate.

8. These three pages should follow the Title Page: p.2 Guidance to future readers p.3 Glossary of acronyms and jargonp.4 Q & A Ground Rules

© Zehren-Friedman Associates, Ltd.

Page 38: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

38

Tips for Creating and Using Visuals App. 56-57

1. Know your audience and your objective2. Tell your story with visual information3. Label graphs for easy reading4. Use color with restraint and to help convey meaning5. Put meaning or message in your headlines6. Less is More7. Number every page; use Appendix Pointers to help audience navigate.8. These three pages should follow the Title Page

9. Don’t let your visuals or handouts compete with the presenter for audience attention

© Zehren-Friedman Associates, Ltd.

Page 39: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

39

Tips for Creating and Using Visuals App. 56-57

1. Know your audience and your objective2. Tell your story with visual information3. Label graphs for easy reading4. Use color with restraint and to help convey meaning5. Put meaning or message in your headlines6. Less is More7. Number every page; use Appendix Pointers to help audience navigate.8. These three pages should follow The Title Page9. Don’t let your visuals or handouts compete with the presenter for audience attention

10. Use numbers instead of bullets (sometimes)

© Zehren-Friedman Associates, Ltd.

Page 40: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

40

Lets Look At Individual Slides

© Zehren-Friedman Associates, Ltd.

Page 41: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

Research Results Research studies conducted by the University of Minnesota and by the

Applied Research Center of the Wharton School at the University of Pennsylvania show that the use of PowerPoint or other visuals in business presentations has impact on the amount of time required to reach a decision, on the actual outcome of the meeting, and on the image of the presenter. More specifically, the studies showed that audiences were more likely to reach an agreement and more likely to accept a presenter’s recommendation if the presenter supported his or her verbal message with visuals. (PowerPoint visuals were used in the research, but similar results could be expected from use of high quality storyboards or flipcharts).

When the sample presentations were made without visual support, meetings tended to last longer, were less likely to reach consensus, and less likely to accept the presenter’s recommendation. In addition, audiences rated presenters who used visuals higher on all of these criteria compared to presenters who used no visuals: Prepared; concise; Professional; Clear; Persuasive;Credible; Interesting; Supporting Data; Strong.

© Zehren-Friedman Associates, Ltd.

Page 42: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

Good Visuals Help

• Make meetings more interesting and efficient

• Make presenters more persuasive

• Improve the presenter’s image

Based on research conducted at U. of Minnesota and U. of Pennsylvania

© Zehren-Friedman Associates, Ltd.

Page 43: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

STATEMENT OF CONSOLIDATED INCOME

For Years Ended December 31, 2011, 2010

(In millions of dollars and shares except per share amounts)

2011 2010 Change Percent

Net Sales and Revenues

Construction & mining $ 16,459.7 $ 11,794.8 $ 4,664.90 40%

Farm & agricultural $ 6,897.2 $ 5,773.6 $ 1,123.60 19%

Financial services $ 3,412.0 $ 4,961.7 $ (1,549.70) -31%

Intercompany $ 2,697.2 $ 1,043.1 $ 1,654.10 159%

Total Net Sales $ 29,466.1 $ 23,573.2 $ 5,892.90 25%

Finance & interest income $ 1,922.6 $ 1,825.3 $ 97.30 5%

Other income $ 623.8 $ 606.1 $ 17.70 3%

Total Sales & Revenue $ 32,012.5 $ 26,004.0 $ 6,008.50 23%

Costs and Expenses

Cost of Sales $ 21,919.4 $ 17,398.8 $ 4,520.60 26%

Research & Development $ 1,226.2 $ 1,052.4 $ 173.80 17%

Selling, admin & general $ 3,168.7 $ 2,968.7 $ 200.00 7%

Interest expense $ 759.4 $ 811.4 $ (52.00) -6%

Other operating expenses $ 716.0 $ 748.1 $ (32.10) -4%

Total $ 27,789.7 $ 22,979.4 $ 4,810.30 21%

Income of Consolidated $ 4,223.6 $ 3,025.5 $ 1,198.10 40%

Group before Income Taxes

Provoision for income taxes $ 1,423.6 $ 1,161.6 $ 262.00 23%

Income of consolidated group $ 2,799.2 $ 1,863.6 $ 935.60 50%

Equity in income (loss) ofuncolsolodated affiliates $ 8.6 $ 10.7 $ (2.10) -20%

Net Income $ 2,807.80 $ 1,874.3 $ 933.50 50%

Less: New Income(loss) atributable to $ 7.9 $ 9.3 $ (1.40) -15%

noncontrollimg interest

Net Income Attributable to Company $ 2,799.9 $ 1,865.0 $ 934.90 50%

Per Share Data

Basic $ 6.7 $ 4.4 $ 2.31 53%

Dilutted $ 6.6 $ 4.4 $ 2.28 52%

Dividens declared $ 1.5 $ 1.2 $ 0.36 31%

Average Shares Outstanding

Baisc $ 417.40 $ 424.00 -6.6 -2%

Diluted $ 422.40 $ 428.60 -6.2 -1%

ABC Corporation P&L Statement 2012

43© Zehren-Friedman Associates, Ltd.

Page 44: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

STATEMENT OF CONSOLIDATED INCOME For Years Ended December 31, 2012(In millions of dollars and shares except per share amounts)

2012 2011 Change Percent

Total Sales 29,466 23,573 5,892 25%

44

ABC Corporation P&L Statement 2012

© Zehren-Friedman Associates, Ltd.

Page 45: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

STATEMENT OF CONSOLIDATED INCOME For Years Ended December 31, 2012(In millions of dollars and shares except per share amounts)

2012 2011 Change Percent Total Sales 29,466 23,573 5,892 25%

Cost of Sales 24,919 18,968 5,951 31%

45

ABC Corporation P&L Statement 2012

© Zehren-Friedman Associates, Ltd.

Page 46: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

STATEMENT OF CONSOLIDATED INCOME For Years Ended December 31, 2012(In millions of dollars and shares except per share amounts)

2012 2011 Change Percent Total Sales 29,466 23,573 5,892 25% Cost of Sales 24,919 18,968 5,951 31%

Selling /Admin 1,226 1,052 174 16%

46

ABC Corporation P&L Statement 2012

© Zehren-Friedman Associates, Ltd.

Page 47: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

What Customers Value:Quality - Price - Service

1st 2nd Middle 4th Last0

5

10

15

20

25

30

35

40

45

50Rankings of Important Attributes

Quality Price Service Attitude Capabilities

© Zehren-Friedman Associates, Ltd.

Page 48: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

Quality, Price & Service Demanded, Not Delivered; #1 Brand Image: Capabilities

0

5

10

15

20

25

30

35

40

45

50

1st 2nd Middle 4th Last

Relative I mportance

Quality Price Service

Attitude Capabilities

0

5

10

15

20

25

30

35

40

45

50

1st 2nd Middle 4th Last

Image of Brand X

Quality Price Service

Attitude Capabilities

© Zehren-Friedman Associates, Ltd.

Page 49: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

0

5

10

15

20

25

30

35

40

45

50

1st 2nd Middle 4th Last

Relative Importance

Quality Price Service

Attitude Capabilities

0

5

10

15

20

25

30

35

40

45

50

1st 2nd Middle 4th Last

Image of Brand X

Quality Price Service

Attitude Capabilities

We are weak on the very attributes the market values highly

We are strong on attributes they don’t care about

© Zehren-Friedman Associates, Ltd.

Page 50: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

50© Zehren-Friedman Associates, Ltd.

Page 51: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

Solutions toChallenges Today’s Presenters Face

51

1. Some visuals hurt more than helpTips for good visuals

2. Technology has made us lousy listenersHow to compensate for lousy listeners

3. Too much time reporting data; not enough telling storiesTell a story

4. Actuaries and shoes Go barefoot; put personality and passion in your delivery

© Zehren-Friedman Associates, Ltd.

Page 52: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

52

appendix

© Zehren-Friedman Associates, Ltd.

Page 53: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

53

The Difference Between a Written Report and Visuals for a Spoken Presentation

A written report is generally designed to convey its information to its audience one person at a time, with each reader holding a printed page or staring at a computer screen. One advantage of a written report is that each reader can spend as much or as little time as they wish on each page, depending on their interest level, their familiarity with the material, their reading speed, their dyslexia condition, etc. Each individual reader remains largely in control of the communication and can dive deep or skim across a page as they wish. They can jump ahead or turn back to refresh what was covered on a previous page. After reading or scanning the document, they can keep it as a reference tool and as a “document of record” that contains the official data, analysis, and/or recommendations.

The visuals used for a spoken presentation have a different purpose and may need to be quite different in design. Their purpose is to support the major ideas the presenter wishes to convey with the spoken word. Good presentation visuals are usually clear and simple. They help the audience understand and will also make the message more memorable. But remember: the audience is composed of different people with different levels of interest in the material, different reading styles and speeds, different abilities to digest technical material, and different distractions going on in their minds while the presenter is speaking. As opposed to a written report, in a live presentation the audience has almost no control over the communication process. The presenter is in control of how long each visual is shown, and if the visuals are complex, then each audience member is probably studying a different part of the visual while the presenter is talking. Complex, crowded visuals end up competing with the presenter for the audience's attention and they almost surely contribute to confusion and frustration rather than contributing to clarity and recall. If part of the audience is remote and each audience member is controlling a PowerPoint deck on their computer, that is even worse. We can say with some certainty that members of a remote audience and the presenter are often “not on the same page”.

Good NewsIt is possible to create a single PowerPoint file that provides good visuals that will make a presentation more clear and more memorable, and, within the same file, create a written report that provides all the detail and explanation that some readers want and also creates a document of record for future reference.

These two competing needs can be addressed with careful use of Appendix pages and Appendix Pointers.

© Zehren-Friedman Associates, Ltd.

Page 54: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

54

Tips for Creating and Using Visuals App. For 30

1. Know your audience and your objective Is your goal to persuade or simply to inform? What does your audience care most

about? Adjust to their preferred level of generality or detail

2. Tell your story with visual information Use pictures, graphs, charts instead of words when possible. A picture is worth a

thousand words, or at least several dozen!

3.Label graphs for easy reading Label the gradations on the right side as well as the left side of a vertical bar chart. Print the value of each bar inside the bar or at the top end of each bar. A label on a bar or a slice of pie is more helpful than a color-coded legend.

4.Use color with restraint and to help convey meaning Be consistent with colors throughout the presentation. Choose colors that print and project well; color combinations that look good on your computer screen may look awful when projected on a wall screen.

5. Put meaning or message in your headlines

The headline is the most prominent, powerful part of your visual. Keep it brief, but make it say something. Put the message of the graph in the headline.

© Zehren-Friedman Associates, Ltd.

Page 55: March 14, 2013 VIP Chapter Program and Meeting  All telephone lines will be muted until we request that you un-mute them. Thank you

55

Tips for Creating and Using Visuals App for 31

6. Less is MoreA simple visual is more powerful and more memorable than a crowded complex one. Avoid full sentences whenever possible. Edit like crazy. Avoid dense tables or highlight the relevant data in a table. Use Appendix pages for optional detail, data, and explanations.

7. Number every page; use Appendix Pointers to help audience navigate.8. These three pages should follow the Tithe Page:.

P.2. Guidance to future readersp.3. Glossary of Acronyms and jargonp. 4. Q & A Ground Rules

9. Don’t let your visuals or handouts compete with you for audience attention.As soon as a visual comes into view, people’s eye and thoughts are drawn to it. Don’t invite your audience to read and think about something until you are ready to talk about it.

10. Use numbers instead of bullets.Audience members often drift. Saying “Next bullet…” does not tell them where you are on the page. Saying “item 5” helps them stay with you and “on topic”

© Zehren-Friedman Associates, Ltd.