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How to Present to Senior Executives

by Nancy Duarte

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.

Partner Center

Board of directors presentation: The all-in-one guide

Learn how to craft a persuasive pitch, deliver your presentation with confidence.

Raja Bothra

Building presentations

Table of contents

When it comes to presenting to your board of directors, it's not just another run-of-the-mill presentation. You're facing a unique audience with high expectations and critical decisions to make.

In this guide, we'll delve deep into the art of creating impactful board of directors presentations. Whether you're a seasoned presenter or just starting out, these insights will help you shine in front of your board members.

Art of presenting to your board of directors

Presenting to your board of directors is a skill that can significantly impact your organization's success. It's a chance to convey your ideas, strategies, and achievements in a way that aligns with the company's goals and values.

Board of directors: The pillars of governance

The board of directors, often referred to as the "board," plays a crucial role in steering the company. They are responsible for major decisions, overseeing company performance, and ensuring it stays on course. Understanding the dynamics of the board is key to a successful presentation.

Board members: Your audience

Your board members are a diverse group with varying backgrounds and expertise. They bring their unique perspectives to the table. Addressing their specific needs and concerns is essential to a successful presentation.

Slide design: Crafting visual impact

In board presentations, slides are your canvas. Use them to create a visual narrative that complements your verbal communication. Avoid overcrowding slides with text. Instead, focus on concise, visually appealing slides that enhance your message.

Board meeting dynamics

Board meetings are structured events where presentations are made, decisions are taken, and strategies are discussed. Understanding the flow and purpose of a board meeting is crucial to your presentation's success.

Purpose of a board of directors presentation: Why do we need one?

Why present to the board.

Every board of directors presentation serves a distinct purpose. Whether it's a quarterly performance update or a strategic proposal, your presentation should align with the board's needs and expectations.

The long-term value proposition

Remember, your presentation should not just be about the here and now. It should convey the long-term value your strategies and initiatives bring to the company.

How to structure an effective board of directors presentation

A well-structured presentation is like a well-organized roadmap. It guides your board members through your ideas, helping them understand and appreciate your perspective.

1. Title slide :

• Start with a compelling title that summarizes the purpose of the presentation.
• Include your company logo and the date of the presentation.

2. Agenda :

• Create a slide that outlines the agenda for the presentation.
• This helps set expectations for what will be covered.

3. Introduction :

• Begin by introducing yourself and your role within the company.
• Provide a brief overview of the presentation's purpose and goals.

4. Company overview :

• Present a concise overview of your company, including its history, mission, and key achievements.

5. Financial highlights :

• Share key financial metrics and performance indicators.
• Use charts and graphs to visualize data for easy comprehension.

6. Operational updates :

• Discuss recent operational developments, such as product launches, market expansion, or cost-saving initiatives.

7. Market analysis :

• Provide insights into the industry landscape, market trends, and competitive positioning.

8. Strategic initiatives :

• Detail any strategic initiatives, projects, or goals your company is pursuing.

9. Risk assessment :

• Identify and assess potential risks and challenges your company may face.
• Explain your mitigation strategies.

10. Financial projections :

• Present future financial projections, including revenue forecasts and expense estimates.

11. Recommendations :

• Offer recommendations or decisions that require the board's input or approval.
• Clearly state the desired outcomes.

12. Q&A session :

• Dedicate a slide to transition into a question-and-answer session.
• Encourage board members to ask questions and seek clarifications.

13. Conclusion :

• Summarize the key points of your presentation.
• Express gratitude for their time and input.

14. Next steps :

• Outline the next steps or actions expected from the board following the presentation.

15. Closing remarks :

• End with closing remarks and thank the board for their attention.
• Reiterate your commitment to the company's success.

16. Appendix (Optional):

• Include any additional data, charts, or supporting documents in the appendix.

Do's and don'ts on a board of directors presentation

Presenting to a board of directors is both an art and a science. Knowing what to do and what to avoid can make or break your presentation.

• Rehearse : Practice makes perfect. Rehearse your presentation to ensure a smooth delivery.
• Keep it concise : Avoid lengthy, meandering explanations. Keep your presentation concise and to the point.
• Engage your audience : An engaging presentation can help board members understand complex topics better.

Don'ts:

• Overload the slides : Avoid overcrowding slides with too much information.
• Copy-paste content : Your presentation should never be a copy of existing documents.
• Lack of preparation : Don't go into a presentation without thorough preparation.

Summarizing key takeaways

• Unique audience expectations: Board presentations are distinct, requiring understanding of the board's unique audience with high expectations and decision-making authority.
• Impactful communication: Craft presentations that effectively convey ideas, strategies, and achievements aligned with the company's values for maximum impact.
• Board governance insights: Recognize the vital role of the board in steering the company, making significant decisions, and maintaining its course.
• Diverse board members: Acknowledge the diverse backgrounds and expertise of board members; cater to their specific needs and perspectives for success.
• Effective presentation structure: Structure presentations thoughtfully, including key elements like agenda, company overview, financial highlights, strategic insights, and a focus on engagement while avoiding common pitfalls.

1. How should I approach discussions and decision-making in the boardroom after my presentation?

After your presentation, discussions in the boardroom are crucial for reaching a consensus and fine-tuning the decision. It's not uncommon that the discussion starts immediately without formal presentations. Be ready to engage with board members, answer questions, and provide additional information if needed. Keep the long-term value and risks in mind during these discussions, as board members generally watch over the long-term value of the company. Your role in the boardroom is not only to present but also to actively participate in the decision-making process.

2. What are some tips for engaging board members during a presentation?

Engaging board members during a presentation is essential for a successful outcome. Here are some tips:

• Craft visually appealing slides that support your content.
• Use bullet points to present key arguments or take-aways.
• Encourage questions and open discussions to foster engagement.
• Keep the presentation concise and focused on what really matters.
• Avoid going into the details of things beside the point.
• Make sure your presentation is based on selected details and numbers that are relevant to your proposal.

3. How should I handle questions and answers (Q&A) during a board presentation?

Handling Q&A during a board presentation requires finesse. Be prepared to answer questions, even if you don't know the answer, but be honest if you don't have the information at hand. Don't take questions lightly, as they can influence the board's decision. Additionally, don't make up information. If necessary, offer to follow up with a detailed response after the presentation. Q&A is an opportunity to provide clarity and ensure the board members understand your proposal.

4. What should I include in the slides of my board of directors presentation?

The content of your presentation slides is crucial. Each slide should contribute to the narrative of your presentation. Use visuals, bullet points, and concise text to convey your message effectively. Your slide deck should be more than a mere copy of the presentation. It should be a visual aid that supports your spoken words. Ensure that your slides align with the purpose of your presentation and the key arguments you want to present. Don't overload the slides with unnecessary information; instead, focus on elements that you want the board to remember.

5. How can I make my board presentation more impactful and memorable?

To make your board presentation impactful and memorable, consider these strategies:

• Craft an inductive story that captures the board's attention from the start.
• Structure your presentation based on the three typical parts: introduction, key arguments, and conclusion.
• Prioritize information quality and unanimity in your presentation.
• Ensure your presentation revolves around what really matters to the board.
• Use connectors for your computer to ensure everything goes as you expected during the presentation.
• Finally, don't forget to express gratitude for their time and attention at the end.

Create your board of directors presentation with Prezent

In the world of board presentations, having the right tools can make all the difference. Prezent, an AI presentation software designed for enterprise teams, can help you create compelling board presentations that are on-brand, engaging, and effective.

With Prezent, you can:

• Craft visually appealing slides that resonate with your board members.
• Save time and effort in creating and sharing presentations.
• Ensure 100% compliance with brand guidelines.
• Collaborate with your team in real-time, even for overnight presentations.

Presenting to your board of directors is a skill that evolves with experience and preparation. Whether it's your first presentation or you're a seasoned presenter, following best practices and leveraging tools like Prezent can help you deliver presentations that leave a lasting impact on your board members. Remember, it's not just about the content; it's about the art of persuasion and engagement.

To further enhance your boardroom presentations, consider incorporating a well-structured Board of Directors meeting presentation template . This valuable tool can guide you in organizing your thoughts, ensuring clarity in your message, and maintaining a professional and polished appearance. So, next time you step into the boardroom, armed with your carefully crafted presentation and utilizing a Board of Directors meeting presentation template, keep in mind the insights and tips shared here. With the right approach and a touch of finesse, you can master the art of presenting to your board of directors.

Are you ready to make a real impact with your presentation to the board? Try our free trial or book a demo today with Prezent!

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How To Present To Senior Executives & The Board

Posted by Belinda Huckle  |  On September 7, 2021  |  In Presentation Training, Tips & Advice

In this Article...quick links

Tip 1: Know your audience.

Tip 2: what else is on the agenda of the meeting, tip 3: answer the brief., tip 4: rehearse., tip 5: don’t use jargon., tip 6: structure your presentation to reflect their needs., tip 7: start with the bottom line., tip 8: manage their expectations., tip 9: be flexible., tip 10: expect to be interrupted., tip 11: anticipate questions in advance., learning to present to senior management, senior executives, the c-suite and to boards is a career-critical skill., follow us on social media for more great presentation tips:.

It can be nerve-wracking the first time you have to present to senior management, a group of senior executives or the Board . You want to be able to walk out of the room with more credibility than you came in with.

It’s an opportunity to demonstrate that you are knowledgeable about your subject, and that you understand the impact that your recommendations have on the organisation and to the bottom line.

You need to remember that senior executives are time poor, impatient and used to making difficult decisions by quickly weighing up the pros and cons of any situation.

They absolutely do not want to be presented with all your data (but they want to know that you have it and are totally across it).

They will be looking for a summary or your solution within the first few minutes, otherwise they’ll dive in with difficult, very pointed questions that might well put you off your stride and impact your confidence.

The way you research, prepare and structure your presentation beforehand is key to success.

Here are our top tips for presenting to senior executives, senior management, the C-Suite or a Board of Directors.

You should already know the executive team or Board by reputation if not directly. If you don’t, find out about their preferences in terms of presentation style, use of visual aids, graphics and pet hates from the people who know them best.

Preparing to present to senior management and executives should include an assessment of:

• How much each of them knows about the subject matter you’re presenting on
• Whether there are differing views within the group
• What their expectations are of the presentation and the potential decisions they will have to make as a result.

Talk to people who have presented to them before, you might pick up some valuable tips.

This is important so that you understand the context of your presentation and where your presentation fits within the meeting. Are you presenting after a break or following a ‘numbers heavy’ agenda item? This might influence your presentation style or use of visual aids.

Sounds simple, doesn’t it? But you’d be surprised how many senior executives complain that they have to sit through a whole lot of ‘useless information’ before getting to the key point. It’s their agenda, not yours, so be succinct and make sure your recommendations are upfront and clear.

Get honest feedback from trusted colleagues who have experience of presenting to senior executives . Are your findings and recommendations clear? Is anything missing? For specific tips on how to pitch a new idea to senior leaders check out our recent blog.

The Board is typically made up of senior executives with a broad range of skill sets and experiences; finance, sales, technical, organisational etc. So don’t expect them all to have the same knowledge base on the subject that you are addressing. You’ll lose their attention if they aren’t familiar with the language.

It’s unlikely that your presentation slot will be more than 30 minutes and you should expect this to get cut short if the agenda is running late. So, be prepared and make sure you get the key points across; top line findings, conclusions, recommendations and actions, in the first few minutes.

Create summary slides using the 10% rule (if you have 30 slides, usually as a pre-read, try to summarise your key points in 3 slides), the rest of your presentation can focus on supporting material and more detailed discussion points.

It’s how senior executives make decisions and it’s the language of communication between them. It may not be what you are used to but it’s what they will need. How does your idea impact the bottom line?

When presenting to the Board, explain that you will spend the first five minutes summarising the key points, detailing your recommendation/s and outlining what you need from them (remember they are there to make decisions, not just listen to information). The rest of your allotted time can then be allocated to presenting and discussing your supporting material. This approach will help ensure you’re less likely to get interrupted before getting the main points across.

Make sure you can navigate easily between slides in case the audience wants to focus on one particular point or deal with the supporting material in a different order to the one you have created.

Senior executives are unlikely to wait for you to announce that you are ready for a Q&A. They will likely interrupt frequently and ask questions or may need clarification. Be prepared and don’t let it put you off. If you feel you need to refocus, just take a breath, adjust your position and move on. No one will notice.

When presenting to senior management, make sure you think about ‘big picture’ questions as well as routine, data-based questions, with the company goals top of mind.

Your presentation to senior executives may only address one specific area of the organisation but the impact of any board decision is always felt company wide. So, make sure you understand how your role fits within the big picture and practise your answers in advance.

Questions to consider when presenting to senior executives, the Board or the C-Suite are:

• What happens if we do nothing? This is a common question and will test your understanding of the bottom-line impact of your recommendations. If you’ve over exaggerated the benefits this will become clear.
• What do you need from us? Have a clear understanding of what needs to happen next if your recommendations are approved. The end of the presentation is potentially the start of a new project so you need to be clear about every aspect going forward.
• Who else do you need on board? Success should be a team effort, it’s not about you looking good by trying to drive an idea forward alone, it’s about the entire company. If there are vital stakeholders that need to be convinced make sure you get them on side in advance. It’s not the role of the board to do the selling for you.
• How do you think this will impact the company as a whole? This will test your understanding of how your role and recommendations will help to drive the organisation forward.
• How would you prioritise your recommendation in relation to projects x, y and z? Budgets are tight. Is your recommendation more important than other projects within the organisation. If so, why?
• What is your suggestion/answer? Make sure you have one! You’re not there to present the facts and let them decide. Don’t worry about your opinion being the wrong one. If you can back up your recommendation with clear facts then your view will be listened to and respected. It also shows you have the ability to make decisions and are confident in your understanding of the project.

Presenting to senior executives or the Board needn’t be stressful , but there is more to a great presentation than just ‘knowing your stuff’. Check out our recent blog and discover 16 ways to improve your presentation skills .

If you want to take your presenting skills (or your people’s) to the next level, we can help. We take people further TM because our programs are 100% tailored for your business and fully personalised for you/your people.

For nearly 20 years we have been the Business Presentation Skills Experts , training & coaching thousands of people in an A-Z of global blue-chip organisations – check out what they say about our programs .

To find out more, click on one of the buttons below:

Written By Belinda Huckle

Co-Founder & Managing Director

Belinda is the Co-Founder and Managing Director of SecondNature International. With a determination to drive a paradigm shift in the delivery of presentation skills training both In-Person and Online, she is a strong advocate of a more personal and sustainable presentation skills training methodology.

Belinda believes that people don’t have to change who they are to be the presenter they want to be. So she developed a coaching approach that harnesses people’s unique personality to build their own authentic presentation style and personal brand.

She has helped to transform the presentation skills of people around the world in an A-Z of organisations including Amazon, BBC, Brother, BT, CocaCola, DHL, EE, ESRI, IpsosMORI, Heineken, MARS Inc., Moody’s, Moonpig, Nationwide, Pfizer, Publicis Groupe, Roche, Savills, Triumph and Walmart – to name just a few.

A total commitment to quality, service, your people and you.