Presentation Tip: Presenting a recommendation
In most cases, there is more than one possible solution for a problem. When you have been asked to investigate possible solutions and present your recommendation, you want the decision makers to act on that recommendation. In this article I will discuss how to make the presentation effective and get them to take action.
The one mistake that too many presenters make in this situation is to think that the audience wants to see everything you did to come up with the recommendation. They don’t need to see all the analysis. They need to see the conclusions you drew from that analysis, but not all the details. Focus your analysis on answering the question, “What conclusion can I draw from the research, calculations, and thinking that has been done?”
How do you structure a presentation that gives a recommendation? I suggest that you start with the recommendation itself. Decision makers don’t want this to be like a mystery novel where you reveal the recommendation at the end. If you want them to take action, you need to give them time to think and get comfortable with your conclusion. You can start by explaining what your recommendation is and that in the presentation you will explain how you came to that conclusion.
In making your decision between the different options, you will have used some criteria in order to rank the options against each other. Review the criteria used to come to the recommendation. Explain how each of the criteria is relevant to the decision. Explain whether any criteria had greater weight in the decision and how weighting the criteria helped make a better decision between the options. Get agreement from the decision makers that the criteria and weightings are reasonable for making this decision.
Next you can discuss which options were in the short list of options that you considered. It is likely that you had a large list of possible solutions and reduced it to a short list because some options were clearly not going to work and did not warrant the full analysis on the selected criteria. If you need to, give a short description of each solution in case some are not familiar with each one. Consider whether you want to get agreement from the decision makers that the options you considered are the correct ones to have analyzed. This is not always necessary or advisable since the decision makers may not be as familiar with the options that are available and may introduce unnecessary discussions at this point.
Now that you have explained the criteria and the options, you can show how each option measured up against the criteria. I suggest you use a comparison table to show this all in one slide. The table has the criteria in the left-most column. Then you have one column for each option considered. The column shows how that option measured up on the criteria listed in the first column. There may be some measurements that are numeric, in which case the number should go in that cell of the table. If it is more of a yes/no evaluation for a criteria, consider using a checkmark to indicate that the option met the criteria and leave the cell blank if the option did not meet the criteria. This makes it easier to see where an option did not meet some criteria because the blank cells stand out.
I suggest you build this table one option at a time so you have an opportunity to discuss the measurements with the decision makers. If you put all the columns on at the start, you will find it hard to focus the audience because they will be trying to interpret the whole table. Some people say that you should save the recommended option for the last column. That is not as much of an issue if you started the presentation by letting them know what the recommendation was already. Order the options in a way that makes sense so the audience sees your analysis as logical and supportive of the recommendation.
Now that you have shown how you arrived at the recommendation, it is time to ask for the decision. Don’t think that just because your analysis has been solid that the audience will know that you are asking for their decision. Don’t assume they know what you want them to do. Ask them to approve the recommendation. It is at this point that they will have a discussion with you to confirm any concerns they have and ask any questions about your work. You should leave with an agreed action plan, even if it is that you need to look at a few more items before final approval is given.
In a workshop earlier this year I explained this method of showing a recommended option and did a slide makeover that demonstrated a table that clearly showed how one option was better than the others. The person who had created the original presentation commented on how much clearer the one slide was than the multiple text slides they had used. This way of presenting recommendations will help your audiences understand your recommendation and support
Dave Paradi has over twenty years of experience delivering customized training workshops to help business professionals improve their presentations. He has written nine books and over 100 articles on the topic of effective presentations and his ideas have appeared in publications around the world. His focus is on helping corporate professionals visually communicate the messages in their data so they don’t overwhelm and confuse executives. Dave is one of less than ten people in North America recognized by Microsoft with the Most Valuable Professional Award for his contributions to the Excel and PowerPoint communities. He regularly presents highly rated sessions at national and regional conferences of financial professionals and is NASBA registered to deliver CPE credit courses to CPAs.