Presenting with Purpose: Intentional Development PDF

y Presenting with Purpose: Intentional Development Impactful presentations are created by selecting accurate, relevant content that enhances credibility, engagement, and clarity. Reasons for Learning Focus...

y Presenting with Purpose: Intentional Development Impactful presentations are created by selecting accurate, relevant content that enhances credibility, engagement, and clarity. Reasons for Learning Focus  Enhanced Credibility: Correct and relevant content builds trust, allowing the presenter to create a compelling, complete case that demonstrates expertise, answers audience questions, and strengthens persuasiveness.  Increased Understanding: Visualizing and providing concise yet complete information helps the targeted audience quickly grasp complex concepts, making it easier to interpret trends and insights, leading to more informed and effective decision-making.  Clear Communication: Tailoring presentations while staying consistent and on-brand helps convey accurate information succinctly and avoids misinterpretation, allowing for clearer, more impactful communication that supports strategic goals. Presenting with Purpose Framework Refine Plan Design Master Your Your with Your Story Flow Intention Message All steps of the framework should be taken through the lens of the receiver. Workbook Version Component Questions to Consider  Has data been double counted?  Has any data been omitted without clarification? Accuracy of Information  Does your summary of data capture the accurate and complete story of the data? Refine Your Story  What do you want the audience to walk away Clear Objective of the with? Presentation  What is relevant to your audience? Current Ability Level  What is the audience’s background and style Poor ---------------------Good----------------------Excellent Speak to the Lens of the preference? Receiver  What is the audience’s knowledge level on thus specific topic? Component Questions to Consider  What is the best flow to tell your story through the Order of Content lens of the receiver?  What progression logically tells the story?  Is your message concise? Plan Your Flow Focus of Material  Which aspects should be emphasized for high impact? Current Ability Level  What topics will be covered? Agenda for Audience Poor ---------------------Good----------------------Excellent  What is the timing for each section? Workbook Version Component Questions to Consider Adherence to Brand  Is the appropriate template being used? Templates  Am I following it? Design with Intention  Is the data portrayed accurately and clearly? Use of Visuals/Graphics  Have I used Smart Art to portray content? Current Ability Level  Are words and visuals balanced? Poor ---------------------Good----------------------Excellent Use of Space and Color  How can white space and color be leveraged to focus the audience? Component Questions to Consider  What will be the talk track to stay focused and emphasize key pieces? Prepare in Advance  Do you need to dry run your plan with a peer/leader? Master Your Message Provide Resources as  Should you provide a pre-read? Needed  Do you need handouts? Current Ability Level  Who could provide feedforward post Reflect After presentation? Poor ---------------------Good----------------------Excellent  What areas could be improved upon next time? Workbook Only Limit Text: Aim for no more than 6-7 lines of text per slide, with around 6-8 words per line. Ensure there are no “hanger” words. Use Bullet Points: Present information in bullet points rather than full paragraphs to enhance clarity and make key points stand out. Sub- bullets should directly relate to headers they are under. PowerPoint Prioritize White Space: Ensure there is ample white space around text and images. This helps prevent clutter and makes the slide more visually Best Practices appealing, aiding comprehension. Keep Font Size Legible and Consistent: Use template fonts and ensure they are the same in size across slides. Focus on One Main Idea: Limit each slide to one core idea to maintain audience focus and prevent information overload. Use Visuals with Consistent Alignment: Incorporate images, charts, or icons to convey information where possible, reducing the need for extensive text. Ensure they are aligned appropriately.  Do you suffer from… Inaccurate or incomplete information? Lack of clarity on key points in your presentation? An inappropriate level of detail in a presentation? Refine Your Story Components Refine Your Component Questions to Consider  Has data been double counted? Story Accuracy of Information  Has any data been omitted without clarification?  Does your summary of data capture the accurate and complete story of the data or argument?  What do you want the audience to walk away Clear Objective of the with? Presentation  What is relevant to your audience?  What is the audience’s background and style Speak to the Lens of the preference? Receiver  What is the audience’s knowledge level on thus specific topic? Accuracy of Information Tools MECE Hierarchy of a Summary Mutually Exclusive – Data or arguments do not Summary Statement – Collectively exhaustive summary of dataset “overlap” or are not “double counted” Primary Bullets – Mutually exclusive from one another and tied to summary statement Collectively Exhaustive – Data or arguments are inclusive of the full data set Sub-bullets – Subsets of data or a “click deeper” of the primary bullet and mutually exclusive to that primary bullet Example Inaccurate data leads to the risk of audience confusion, overlooking critical information, flawed decision making, and loss of stakeholder trust.  Employee Dataset Income Years in Name Age Job Category Location Level Role Jordan 22 Low Customer Support Phoenix 1 Active Perspective Dani Ellis 29 41 Low Mid Customer Support Engineering San Francisco Austin 3 10 Morgan 55 High Executive Boston 20 Table Activity Brooke 37 High Finance Los Angeles 8 Jamie 34 Mid HR Denver 5 Frankie 18 Low Intern Miami 0.5 Kendall 46 High IT Seattle 12 Alex 24 Mid Marketing New York 2 Company X has Casey Taylor 43 63 Mid Retired Marketing N/A Portland Tampa 11 summarized employee data. Dakota 30 Low Operations Minneapolis 3 Cameron 51 High Operations Chicago 15 Sydney 39 High Product Management Dallas 9 1. What MECE errors are Riley 28 Mid Sales San Diego 4 found in the analysis of Analysis of the Dataset the dataset? Age Count Ages 0-30 6 Ages 30-60 9 Income Low Mid High Retired Low Mid High Retired Level 4 2 0 0 1 3 5 0 2. What is incorrect on the Summary Description summary description hierarchy?  Do you suffer from… Missing context/background for audience related to the topic? Too many slides or information for the time allotment? The audience jumping ahead in your plan/flow? Plan Your Flow Components: Plan Your Component Questions to Consider  What is the best flow to tell your story through Flow Order of Content the lens of the receiver?  What progression logically tells the story?  Is your message concise? Focus of Material  Which aspects should be emphasized for high impact?  What topics will be covered? Agenda for Audience  What is the timing for each section? Resources: HNI Helix  Do you suffer from… Misuse of HNI and WPF templates? Incorrect use of visual tools/graphics? Data dump on a slide with the comment of “This is an eye sore”? Design with Intention Components Component Questions to Consider Design with Adherence to Brand Templates  Is the appropriate template being used? Am I following it? Intention Use of Visuals/Graphics  Is the data portrayed accurately and clearly?  Have I used Smart Art to portray content?  Are words and visuals balanced? Use of Space and Color  How can white space and color be leveraged to focus the audience? Resources: WPF and HNI Template Links PPT Development Training – Reese Higgins | Kelsey Hodapp L&D Action Plan  Refinement Considerations Presentation Objective – What do you want the audience to walk Refine Your Story away with? What is relevant to them? Lens of the Receiver – What is their background and style preference? What is their intelligence level on the topic? Current Ability Level Poor ---------------------Good----------------------Excellent Flow Considerations Clear Agenda and Targets - What topics will be covered? What is the audience supposed to know or be able to do after the session? Order of Content - How can this make sense to the audience? What progression logically tells the story? Plan Your Flow Focus of Material - How can this be developed concisely? Which aspects should be emphasized for high impact? Resources Current Ability Level HNI Helix Poor ---------------------Good----------------------Excellent  Do you suffer from… Reading from a script or directly from the slide? Feeling anxious someone will ask a question? Not catering? Master Your Message Components Component Questions to Consider  What will be the talk track to stay focused and Master Your Prepare in Advance emphasize key pieces?  Do you need to dry run your plan with a peer/leader? Message Provide Resources as  Should you provide a pre-read? Needed  Do you need handouts?  Who could provide feedforward post Reflect After presentation?  What areas could be improved upon next time? Resources: Presentation Skills Training – Contact Brad Stoefen Cohort colleagues for peer feedback HNI Presentation Considerations Refine Your Plan Your Design with Master Your Story Flow Intention Message Accuracy of Order of Content Adherence to Prepare in Information Templates Advance Focus of Material Clear Objective of Use of Provide Resources the Presentation Visuals/Graphics as Needed Agenda for Audience Speak to the Lens Use of Space and Reflect After of the Receiver Color All steps of the framework should be taken through the lens of the receiver. y Presenting with Purpose: Intentional Development Impactful presentations are created by selecting accurate, relevant content that enhances credibility, engagement, and clarity. Reasons for Learning Focus  Enhanced Credibility: Correct and relevant content builds trust, allowing the presenter to create a compelling, complete case that demonstrates expertise, answers audience questions, and strengthens persuasiveness.  Increased Understanding: Visualizing and providing concise yet complete information helps the targeted audience quickly grasp complex concepts, making it easier to interpret trends and insights, leading to more informed and effective decision-making.  Clear Communication: Tailoring presentations while staying consistent and on-brand helps convey accurate information succinctly and avoids misinterpretation, allowing for clearer, more impactful communication that supports strategic goals. Presenting with Purpose Framework Refine Plan Design Master Your Your with Your Story Flow Intention Message All steps of the framework should be taken through the lens of the receiver. Workbook Version Component Questions to Consider  Has data been double counted?  Has any data been omitted without clarification? Accuracy of Information  Does your summary of data capture the accurate and complete story of the data? Refine Your Story  What do you want the audience to walk away Clear Objective of the with? Presentation  What is relevant to your audience? Current Ability Level  What is the audience’s background and style Poor ---------------------Good----------------------Excellent Speak to the Lens of the preference? Receiver  What is the audience’s knowledge level on thus specific topic? Component Questions to Consider  What is the best flow to tell your story through the Order of Content lens of the receiver?  What progression logically tells the story?  Is your message concise? Plan Your Flow Focus of Material  Which aspects should be emphasized for high impact? Current Ability Level  What topics will be covered? Agenda for Audience Poor ---------------------Good----------------------Excellent  What is the timing for each section? Workbook Version Component Questions to Consider Adherence to Brand  Is the appropriate template being used? Templates  Am I following it? Design with Intention  Is the data portrayed accurately and clearly? Use of Visuals/Graphics  Have I used Smart Art to portray content? Current Ability Level  Are words and visuals balanced? Poor ---------------------Good----------------------Excellent Use of Space and Color  How can white space and color be leveraged to focus the audience? Component Questions to Consider  What will be the talk track to stay focused and emphasize key pieces? Prepare in Advance  Do you need to dry run your plan with a peer/leader? Master Your Message Provide Resources as  Should you provide a pre-read? Needed  Do you need handouts? Current Ability Level  Who could provide feedforward post Reflect After presentation? Poor ---------------------Good----------------------Excellent  What areas could be improved upon next time? Workbook Only Limit Text: Aim for no more than 6-7 lines of text per slide, with around 6-8 words per line. Ensure there are no “hanger” words. Use Bullet Points: Present information in bullet points rather than full paragraphs to enhance clarity and make key points stand out. Sub- bullets should directly relate to headers they are under. PowerPoint Prioritize White Space: Ensure there is ample white space around text and images. This helps prevent clutter and makes the slide more visually Best Practices appealing, aiding comprehension. Keep Font Size Legible and Consistent: Use template fonts and ensure they are the same in size across slides. Focus on One Main Idea: Limit each slide to one core idea to maintain audience focus and prevent information overload. Use Visuals with Consistent Alignment: Incorporate images, charts, or icons to convey information where possible, reducing the need for extensive text. Ensure they are aligned appropriately.  Do you suffer from… Inaccurate or incomplete information? Lack of clarity on key points in your presentation? An inappropriate level of detail in a presentation? Refine Your Story Components Refine Your Component Questions to Consider  Has data been double counted? Story Accuracy of Information  Has any data been omitted without clarification?  Does your summary of data capture the accurate and complete story of the data or argument?  What do you want the audience to walk away Clear Objective of the with? Presentation  What is relevant to your audience?  What is the audience’s background and style Speak to the Lens of the preference? Receiver  What is the audience’s knowledge level on thus specific topic? Accuracy of Information Tools MECE Hierarchy of a Summary Mutually Exclusive – Data or arguments do not Summary Statement – Collectively exhaustive summary of dataset “overlap” or are not “double counted” Primary Bullets – Mutually exclusive from one another and tied to summary statement Collectively Exhaustive – Data or arguments are inclusive of the full data set Sub-bullets – Subsets of data or a “click deeper” of the primary bullet and mutually exclusive to that primary bullet Example Inaccurate data leads to the risk of audience confusion, overlooking critical information, flawed decision making, and loss of stakeholder trust.  Employee Dataset Income Years in Name Age Job Category Location Level Role Jordan 22 Low Customer Support Phoenix 1 Active Perspective Dani Ellis 29 41 Low Mid Customer Support Engineering San Francisco Austin 3 10 Morgan 55 High Executive Boston 20 Table Activity Brooke 37 High Finance Los Angeles 8 Jamie 34 Mid HR Denver 5 Frankie 18 Low Intern Miami 0.5 Kendall 46 High IT Seattle 12 Alex 24 Mid Marketing New York 2 Company X has Casey Taylor 43 63 Mid Retired Marketing N/A Portland Tampa 11 summarized employee data. Dakota 30 Low Operations Minneapolis 3 Cameron 51 High Operations Chicago 15 Sydney 39 High Product Management Dallas 9 1. What MECE errors are Riley 28 Mid Sales San Diego 4 found in the analysis of Analysis of the Dataset the dataset? Age Count Ages 0-30 6 Ages 30-60 9 Income Low Mid High Retired Low Mid High Retired Level 4 2 0 0 1 3 5 0 2. What is incorrect on the Summary Description summary description hierarchy?  Do you suffer from… Missing context/background for audience related to the topic? Too many slides or information for the time allotment? The audience jumping ahead in your plan/flow? Plan Your Flow Components: Plan Your Component Questions to Consider  What is the best flow to tell your story through Flow Order of Content the lens of the receiver?  What progression logically tells the story?  Is your message concise? Focus of Material  Which aspects should be emphasized for high impact?  What topics will be covered? Agenda for Audience  What is the timing for each section? Resources: HNI Helix  Do you suffer from… Misuse of HNI and WPF templates? Incorrect use of visual tools/graphics? Data dump on a slide with the comment of “This is an eye sore”? Design with Intention Components Component Questions to Consider Design with Adherence to Brand Templates  Is the appropriate template being used? Am I following it? Intention Use of Visuals/Graphics  Is the data portrayed accurately and clearly?  Have I used Smart Art to portray content?  Are words and visuals balanced? Use of Space and Color  How can white space and color be leveraged to focus the audience? Resources: WPF and HNI Template Links PPT Development Training – Reese Higgins | Kelsey Hodapp L&D Action Plan  Refinement Considerations Presentation Objective – What do you want the audience to walk Refine Your Story away with? What is relevant to them? Lens of the Receiver – What is their background and style preference? What is their intelligence level on the topic? Current Ability Level Poor ---------------------Good----------------------Excellent Flow Considerations Clear Agenda and Targets - What topics will be covered? What is the audience supposed to know or be able to do after the session? Order of Content - How can this make sense to the audience? What progression logically tells the story? Plan Your Flow Focus of Material - How can this be developed concisely? Which aspects should be emphasized for high impact? Resources Current Ability Level HNI Helix Poor ---------------------Good----------------------Excellent  Do you suffer from… Reading from a script or directly from the slide? Feeling anxious someone will ask a question? Not catering? Master Your Message Components Component Questions to Consider  What will be the talk track to stay focused and Master Your Prepare in Advance emphasize key pieces?  Do you need to dry run your plan with a peer/leader? Message Provide Resources as  Should you provide a pre-read? Needed  Do you need handouts?  Who could provide feedforward post Reflect After presentation?  What areas could be improved upon next time? Resources: Presentation Skills Training – Contact Brad Stoefen Cohort colleagues for peer feedback HNI Presentation Considerations Refine Your Plan Your Design with Master Your Story Flow Intention Message Accuracy of Order of Content Adherence to Prepare in Information Templates Advance Focus of Material Clear Objective of Use of Provide Resources the Presentation Visuals/Graphics as Needed Agenda for Audience Speak to the Lens Use of Space and Reflect After of the Receiver Color All steps of the framework should be taken through the lens of the receiver. y Presenting with Purpose: Intentional Development Impactful presentations are created by selecting accurate, relevant content that enhances credibility, engagement, and clarity. Reasons for Learning Focus  Enhanced Credibility: Correct and relevant content builds trust, allowing the presenter to create a compelling, complete case that demonstrates expertise, answers audience questions, and strengthens persuasiveness.  Increased Understanding: Visualizing and providing concise yet complete information helps the targeted audience quickly grasp complex concepts, making it easier to interpret trends and insights, leading to more informed and effective decision-making.  Clear Communication: Tailoring presentations while staying consistent and on-brand helps convey accurate information succinctly and avoids misinterpretation, allowing for clearer, more impactful communication that supports strategic goals. Presenting with Purpose Framework Refine Plan Design Master Your Your with Your Story Flow Intention Message All steps of the framework should be taken through the lens of the receiver. Workbook Version Component Questions to Consider  Has data been double counted?  Has any data been omitted without clarification? Accuracy of Information  Does your summary of data capture the accurate and complete story of the data? Refine Your Story  What do you want the audience to walk away Clear Objective of the with? Presentation  What is relevant to your audience? Current Ability Level  What is the audience’s background and style Poor ---------------------Good----------------------Excellent Speak to the Lens of the preference? Receiver  What is the audience’s knowledge level on thus specific topic? Component Questions to Consider  What is the best flow to tell your story through the Order of Content lens of the receiver?  What progression logically tells the story?  Is your message concise? Plan Your Flow Focus of Material  Which aspects should be emphasized for high impact? Current Ability Level  What topics will be covered? Agenda for Audience Poor ---------------------Good----------------------Excellent  What is the timing for each section? Workbook Version Component Questions to Consider Adherence to Brand  Is the appropriate template being used? Templates  Am I following it? Design with Intention  Is the data portrayed accurately and clearly? Use of Visuals/Graphics  Have I used Smart Art to portray content? Current Ability Level  Are words and visuals balanced? Poor ---------------------Good----------------------Excellent Use of Space and Color  How can white space and color be leveraged to focus the audience? Component Questions to Consider  What will be the talk track to stay focused and emphasize key pieces? Prepare in Advance  Do you need to dry run your plan with a peer/leader? Master Your Message Provide Resources as  Should you provide a pre-read? Needed  Do you need handouts? Current Ability Level  Who could provide feedforward post Reflect After presentation? Poor ---------------------Good----------------------Excellent  What areas could be improved upon next time? Workbook Only Limit Text: Aim for no more than 6-7 lines of text per slide, with around 6-8 words per line. Ensure there are no “hanger” words. Use Bullet Points: Present information in bullet points rather than full paragraphs to enhance clarity and make key points stand out. Sub- bullets should directly relate to headers they are under. PowerPoint Prioritize White Space: Ensure there is ample white space around text and images. This helps prevent clutter and makes the slide more visually Best Practices appealing, aiding comprehension. Keep Font Size Legible and Consistent: Use template fonts and ensure they are the same in size across slides. Focus on One Main Idea: Limit each slide to one core idea to maintain audience focus and prevent information overload. Use Visuals with Consistent Alignment: Incorporate images, charts, or icons to convey information where possible, reducing the need for extensive text. Ensure they are aligned appropriately.  Do you suffer from… Inaccurate or incomplete information? Lack of clarity on key points in your presentation? An inappropriate level of detail in a presentation? Refine Your Story Components Refine Your Component Questions to Consider  Has data been double counted? Story Accuracy of Information  Has any data been omitted without clarification?  Does your summary of data capture the accurate and complete story of the data or argument?  What do you want the audience to walk away Clear Objective of the with? Presentation  What is relevant to your audience?  What is the audience’s background and style Speak to the Lens of the preference? Receiver  What is the audience’s knowledge level on thus specific topic? Accuracy of Information Tools MECE Hierarchy of a Summary Mutually Exclusive – Data or arguments do not Summary Statement – Collectively exhaustive summary of dataset “overlap” or are not “double counted” Primary Bullets – Mutually exclusive from one another and tied to summary statement Collectively Exhaustive – Data or arguments are inclusive of the full data set Sub-bullets – Subsets of data or a “click deeper” of the primary bullet and mutually exclusive to that primary bullet Example Inaccurate data leads to the risk of audience confusion, overlooking critical information, flawed decision making, and loss of stakeholder trust.  Employee Dataset Income Years in Name Age Job Category Location Level Role Jordan 22 Low Customer Support Phoenix 1 Active Perspective Dani Ellis 29 41 Low Mid Customer Support Engineering San Francisco Austin 3 10 Morgan 55 High Executive Boston 20 Table Activity Brooke 37 High Finance Los Angeles 8 Jamie 34 Mid HR Denver 5 Frankie 18 Low Intern Miami 0.5 Kendall 46 High IT Seattle 12 Alex 24 Mid Marketing New York 2 Company X has Casey Taylor 43 63 Mid Retired Marketing N/A Portland Tampa 11 summarized employee data. Dakota 30 Low Operations Minneapolis 3 Cameron 51 High Operations Chicago 15 Sydney 39 High Product Management Dallas 9 1. What MECE errors are Riley 28 Mid Sales San Diego 4 found in the analysis of Analysis of the Dataset the dataset? Age Count Ages 0-30 6 Ages 30-60 9 Income Low Mid High Retired Low Mid High Retired Level 4 2 0 0 1 3 5 0 2. What is incorrect on the Summary Description summary description hierarchy?  Do you suffer from… Missing context/background for audience related to the topic? Too many slides or information for the time allotment? The audience jumping ahead in your plan/flow? Plan Your Flow Components: Plan Your Component Questions to Consider  What is the best flow to tell your story through Flow Order of Content the lens of the receiver?  What progression logically tells the story?  Is your message concise? Focus of Material  Which aspects should be emphasized for high impact?  What topics will be covered? Agenda for Audience  What is the timing for each section? Resources: HNI Helix  Do you suffer from… Misuse of HNI and WPF templates? Incorrect use of visual tools/graphics? Data dump on a slide with the comment of “This is an eye sore”? Design with Intention Components Component Questions to Consider Design with Adherence to Brand Templates  Is the appropriate template being used? Am I following it? Intention Use of Visuals/Graphics  Is the data portrayed accurately and clearly?  Have I used Smart Art to portray content?  Are words and visuals balanced? Use of Space and Color  How can white space and color be leveraged to focus the audience? Resources: WPF and HNI Template Links PPT Development Training – Reese Higgins | Kelsey Hodapp L&D Action Plan  Refinement Considerations Presentation Objective – What do you want the audience to walk Refine Your Story away with? What is relevant to them? Lens of the Receiver – What is their background and style preference? What is their intelligence level on the topic? Current Ability Level Poor ---------------------Good----------------------Excellent Flow Considerations Clear Agenda and Targets - What topics will be covered? What is the audience supposed to know or be able to do after the session? Order of Content - How can this make sense to the audience? What progression logically tells the story? Plan Your Flow Focus of Material - How can this be developed concisely? Which aspects should be emphasized for high impact? Resources Current Ability Level HNI Helix Poor ---------------------Good----------------------Excellent  Do you suffer from… Reading from a script or directly from the slide? Feeling anxious someone will ask a question? Not catering? Master Your Message Components Component Questions to Consider  What will be the talk track to stay focused and Master Your Prepare in Advance emphasize key pieces?  Do you need to dry run your plan with a peer/leader? Message Provide Resources as  Should you provide a pre-read? Needed  Do you need handouts?  Who could provide feedforward post Reflect After presentation?  What areas could be improved upon next time? Resources: Presentation Skills Training – Contact Brad Stoefen Cohort colleagues for peer feedback HNI Presentation Considerations Refine Your Plan Your Design with Master Your Story Flow Intention Message Accuracy of Order of Content Adherence to Prepare in Information Templates Advance Focus of Material Clear Objective of Use of Provide Resources the Presentation Visuals/Graphics as Needed Agenda for Audience Speak to the Lens Use of Space and Reflect After of the Receiver Color All steps of the framework should be taken through the lens of the receiver. y Presenting with Purpose: Intentional Development Impactful presentations are created by selecting accurate, relevant content that enhances credibility, engagement, and clarity. Reasons for Learning Focus  Enhanced Credibility: Correct and relevant content builds trust, allowing the presenter to create a compelling, complete case that demonstrates expertise, answers audience questions, and strengthens persuasiveness.  Increased Understanding: Visualizing and providing concise yet complete information helps the targeted audience quickly grasp complex concepts, making it easier to interpret trends and insights, leading to more informed and effective decision-making.  Clear Communication: Tailoring presentations while staying consistent and on-brand helps convey accurate information succinctly and avoids misinterpretation, allowing for clearer, more impactful communication that supports strategic goals. Presenting with Purpose Framework Refine Plan Design Master Your Your with Your Story Flow Intention Message All steps of the framework should be taken through the lens of the receiver. Workbook Version Component Questions to Consider  Has data been double counted?  Has any data been omitted without clarification? Accuracy of Information  Does your summary of data capture the accurate and complete story of the data? Refine Your Story  What do you want the audience to walk away Clear Objective of the with? Presentation  What is relevant to your audience? Current Ability Level  What is the audience’s background and style Poor ---------------------Good----------------------Excellent Speak to the Lens of the preference? Receiver  What is the audience’s knowledge level on thus specific topic? Component Questions to Consider  What is the best flow to tell your story through the Order of Content lens of the receiver?  What progression logically tells the story?  Is your message concise? Plan Your Flow Focus of Material  Which aspects should be emphasized for high impact? Current Ability Level  What topics will be covered? Agenda for Audience Poor ---------------------Good----------------------Excellent  What is the timing for each section? Workbook Version Component Questions to Consider Adherence to Brand  Is the appropriate template being used? Templates  Am I following it? Design with Intention  Is the data portrayed accurately and clearly? Use of Visuals/Graphics  Have I used Smart Art to portray content? Current Ability Level  Are words and visuals balanced? Poor ---------------------Good----------------------Excellent Use of Space and Color  How can white space and color be leveraged to focus the audience? Component Questions to Consider  What will be the talk track to stay focused and emphasize key pieces? Prepare in Advance  Do you need to dry run your plan with a peer/leader? Master Your Message Provide Resources as  Should you provide a pre-read? Needed  Do you need handouts? Current Ability Level  Who could provide feedforward post Reflect After presentation? Poor ---------------------Good----------------------Excellent  What areas could be improved upon next time? Workbook Only Limit Text: Aim for no more than 6-7 lines of text per slide, with around 6-8 words per line. Ensure there are no “hanger” words. Use Bullet Points: Present information in bullet points rather than full paragraphs to enhance clarity and make key points stand out. Sub- bullets should directly relate to headers they are under. PowerPoint Prioritize White Space: Ensure there is ample white space around text and images. This helps prevent clutter and makes the slide more visually Best Practices appealing, aiding comprehension. Keep Font Size Legible and Consistent: Use template fonts and ensure they are the same in size across slides. Focus on One Main Idea: Limit each slide to one core idea to maintain audience focus and prevent information overload. Use Visuals with Consistent Alignment: Incorporate images, charts, or icons to convey information where possible, reducing the need for extensive text. Ensure they are aligned appropriately.  Do you suffer from… Inaccurate or incomplete information? Lack of clarity on key points in your presentation? An inappropriate level of detail in a presentation? Refine Your Story Components Refine Your Component Questions to Consider  Has data been double counted? Story Accuracy of Information  Has any data been omitted without clarification?  Does your summary of data capture the accurate and complete story of the data or argument?  What do you want the audience to walk away Clear Objective of the with? Presentation  What is relevant to your audience?  What is the audience’s background and style Speak to the Lens of the preference? Receiver  What is the audience’s knowledge level on thus specific topic? Accuracy of Information Tools MECE Hierarchy of a Summary Mutually Exclusive – Data or arguments do not Summary Statement – Collectively exhaustive summary of dataset “overlap” or are not “double counted” Primary Bullets – Mutually exclusive from one another and tied to summary statement Collectively Exhaustive – Data or arguments are inclusive of the full data set Sub-bullets – Subsets of data or a “click deeper” of the primary bullet and mutually exclusive to that primary bullet Example Inaccurate data leads to the risk of audience confusion, overlooking critical information, flawed decision making, and loss of stakeholder trust.  Employee Dataset Income Years in Name Age Job Category Location Level Role Jordan 22 Low Customer Support Phoenix 1 Active Perspective Dani Ellis 29 41 Low Mid Customer Support Engineering San Francisco Austin 3 10 Morgan 55 High Executive Boston 20 Table Activity Brooke 37 High Finance Los Angeles 8 Jamie 34 Mid HR Denver 5 Frankie 18 Low Intern Miami 0.5 Kendall 46 High IT Seattle 12 Alex 24 Mid Marketing New York 2 Company X has Casey Taylor 43 63 Mid Retired Marketing N/A Portland Tampa 11 summarized employee data. Dakota 30 Low Operations Minneapolis 3 Cameron 51 High Operations Chicago 15 Sydney 39 High Product Management Dallas 9 1. What MECE errors are Riley 28 Mid Sales San Diego 4 found in the analysis of Analysis of the Dataset the dataset? Age Count Ages 0-30 6 Ages 30-60 9 Income Low Mid High Retired Low Mid High Retired Level 4 2 0 0 1 3 5 0 2. What is incorrect on the Summary Description summary description hierarchy?  Do you suffer from… Missing context/background for audience related to the topic? Too many slides or information for the time allotment? The audience jumping ahead in your plan/flow? Plan Your Flow Components: Plan Your Component Questions to Consider  What is the best flow to tell your story through Flow Order of Content the lens of the receiver?  What progression logically tells the story?  Is your message concise? Focus of Material  Which aspects should be emphasized for high impact?  What topics will be covered? Agenda for Audience  What is the timing for each section? Resources: HNI Helix  Do you suffer from… Misuse of HNI and WPF templates? Incorrect use of visual tools/graphics? Data dump on a slide with the comment of “This is an eye sore”? Design with Intention Components Component Questions to Consider Design with Adherence to Brand Templates  Is the appropriate template being used? Am I following it? Intention Use of Visuals/Graphics  Is the data portrayed accurately and clearly?  Have I used Smart Art to portray content?  Are words and visuals balanced? Use of Space and Color  How can white space and color be leveraged to focus the audience? Resources: WPF and HNI Template Links PPT Development Training – Reese Higgins | Kelsey Hodapp L&D Action Plan  Refinement Considerations Presentation Objective – What do you want the audience to walk Refine Your Story away with? What is relevant to them? Lens of the Receiver – What is their background and style preference? What is their intelligence level on the topic? Current Ability Level Poor ---------------------Good----------------------Excellent Flow Considerations Clear Agenda and Targets - What topics will be covered? What is the audience supposed to know or be able to do after the session? Order of Content - How can this make sense to the audience? What progression logically tells the story? Plan Your Flow Focus of Material - How can this be developed concisely? Which aspects should be emphasized for high impact? Resources Current Ability Level HNI Helix Poor ---------------------Good----------------------Excellent  Do you suffer from… Reading from a script or directly from the slide? Feeling anxious someone will ask a question? Not catering? Master Your Message Components Component Questions to Consider  What will be the talk track to stay focused and Master Your Prepare in Advance emphasize key pieces?  Do you need to dry run your plan with a peer/leader? Message Provide Resources as  Should you provide a pre-read? Needed  Do you need handouts?  Who could provide feedforward post Reflect After presentation?  What areas could be improved upon next time? Resources: Presentation Skills Training – Contact Brad Stoefen Cohort colleagues for peer feedback HNI Presentation Considerations Refine Your Plan Your Design with Master Your Story Flow Intention Message Accuracy of Order of Content Adherence to Prepare in Information Templates Advance Focus of Material Clear Objective of Use of Provide Resources the Presentation Visuals/Graphics as Needed Agenda for Audience Speak to the Lens Use of Space and Reflect After of the Receiver Color All steps of the framework should be taken through the lens of the receiver. y Presenting with Purpose: Intentional Development Impactful presentations are created by selecting accurate, relevant content that enhances credibility, engagement, and clarity. Reasons for Learning Focus  Enhanced Credibility: Correct and relevant content builds trust, allowing the presenter to create a compelling, complete case that demonstrates expertise, answers audience questions, and strengthens persuasiveness.  Increased Understanding: Visualizing and providing concise yet complete information helps the targeted audience quickly grasp complex concepts, making it easier to interpret trends and insights, leading to more informed and effective decision-making.  Clear Communication: Tailoring presentations while staying consistent and on-brand helps convey accurate information succinctly and avoids misinterpretation, allowing for clearer, more impactful communication that supports strategic goals. Presenting with Purpose Framework Refine Plan Design Master Your Your with Your Story Flow Intention Message All steps of the framework should be taken through the lens of the receiver. Workbook Version Component Questions to Consider  Has data been double counted?  Has any data been omitted without clarification? Accuracy of Information  Does your summary of data capture the accurate and complete story of the data? Refine Your Story  What do you want the audience to walk away Clear Objective of the with? Presentation  What is relevant to your audience? Current Ability Level  What is the audience’s background and style Poor ---------------------Good----------------------Excellent Speak to the Lens of the preference? Receiver  What is the audience’s knowledge level on thus specific topic? Component Questions to Consider  What is the best flow to tell your story through the Order of Content lens of the receiver?  What progression logically tells the story?  Is your message concise? Plan Your Flow Focus of Material  Which aspects should be emphasized for high impact? Current Ability Level  What topics will be covered? Agenda for Audience Poor ---------------------Good----------------------Excellent  What is the timing for each section? Workbook Version Component Questions to Consider Adherence to Brand  Is the appropriate template being used? Templates  Am I following it? Design with Intention  Is the data portrayed accurately and clearly? Use of Visuals/Graphics  Have I used Smart Art to portray content? Current Ability Level  Are words and visuals balanced? Poor ---------------------Good----------------------Excellent Use of Space and Color  How can white space and color be leveraged to focus the audience? Component Questions to Consider  What will be the talk track to stay focused and emphasize key pieces? Prepare in Advance  Do you need to dry run your plan with a peer/leader? Master Your Message Provide Resources as  Should you provide a pre-read? Needed  Do you need handouts? Current Ability Level  Who could provide feedforward post Reflect After presentation? Poor ---------------------Good----------------------Excellent  What areas could be improved upon next time? Workbook Only Limit Text: Aim for no more than 6-7 lines of text per slide, with around 6-8 words per line. Ensure there are no “hanger” words. Use Bullet Points: Present information in bullet points rather than full paragraphs to enhance clarity and make key points stand out. Sub- bullets should directly relate to headers they are under. PowerPoint Prioritize White Space: Ensure there is ample white space around text and images. This helps prevent clutter and makes the slide more visually Best Practices appealing, aiding comprehension. Keep Font Size Legible and Consistent: Use template fonts and ensure they are the same in size across slides. Focus on One Main Idea: Limit each slide to one core idea to maintain audience focus and prevent information overload. Use Visuals with Consistent Alignment: Incorporate images, charts, or icons to convey information where possible, reducing the need for extensive text. Ensure they are aligned appropriately.  Do you suffer from… Inaccurate or incomplete information? Lack of clarity on key points in your presentation? An inappropriate level of detail in a presentation? Refine Your Story Components Refine Your Component Questions to Consider  Has data been double counted? Story Accuracy of Information  Has any data been omitted without clarification?  Does your summary of data capture the accurate and complete story of the data or argument?  What do you want the audience to walk away Clear Objective of the with? Presentation  What is relevant to your audience?  What is the audience’s background and style Speak to the Lens of the preference? Receiver  What is the audience’s knowledge level on thus specific topic? Accuracy of Information Tools MECE Hierarchy of a Summary Mutually Exclusive – Data or arguments do not Summary Statement – Collectively exhaustive summary of dataset “overlap” or are not “double counted” Primary Bullets – Mutually exclusive from one another and tied to summary statement Collectively Exhaustive – Data or arguments are inclusive of the full data set Sub-bullets – Subsets of data or a “click deeper” of the primary bullet and mutually exclusive to that primary bullet Example Inaccurate data leads to the risk of audience confusion, overlooking critical information, flawed decision making, and loss of stakeholder trust.  Employee Dataset Income Years in Name Age Job Category Location Level Role Jordan 22 Low Customer Support Phoenix 1 Active Perspective Dani Ellis 29 41 Low Mid Customer Support Engineering San Francisco