Now that we have begun to tell a story about how the business is performing, it’s time to share the numbers behind the story. It is best to start by sharing numbers around the overall performance of the company, business unit or program that is receiving this report. This provides a high level overview of how each unit is performing while also giving context into why it is necessary to produce the report in the first place.
The overall performance slides can include data tables, charts and other visualizations to represent your story. While these visuals likely do a great job of telling your story, I also recommend adding a box with observations and implications on each slide. This allows your meaning to be consistently translated as the report is shared throughout the organization. Remember: for every one person receiving the presentation in person, expect that 10 more people will receive it after the fact.
What should be included in the overall performance reports? You have liberty to include any information that you find valuable, but I would consider the following comparisons:
This is all of the work that you actually do to arrive at the answers in your executive summary, KPIs and Overall Performance sections. It is often relegated to the back of your presentation and you may not ever get to showcase these slides while going through the monthly report. It is downright painful to put a lot of work into a presentation and not even have your slides see the light of day, but that’s often a reality we face.
Sometimes you won’t make it beyond the Executive Summary. This may be disappointing to you at the time, but remember this: you wouldn’t be able to answer all of the questions if you didn’t pull together the supporting work in the slides that didn’t get covered. The act of diving deep into the data, metrics and KPIs of the organization is how you set your place at the table.
There are a few housekeeping items you should also consider when delivering a report to an audience.
Always include slide numbers on every slide of your presentation. This is especially important for phone meetings where recipients are following along on their own computers. Slide numbers are often used to make sure everyone is following along at the appropriate pace.
If you are trying to impress your audience, printing out copies of your presentation (i.e. hard copies) and distributing during the presentation can help ensure that your presentation gets noticed over time.
One of my favorite methods of delivery for these reports is to provide an electronic version of the presentation to participants 15 minutes before the presentation begins. This allows them to read along with your presentation in the event that there are technical difficulties viewing your screen, but is delivered close enough to the presentation that they will not be able to read all of the slides ahead of time and steal your thunder.
There you have it, the blueprint I have used to create awesome reports after years of trial and error. By following the rules outlined above and downloading my template for your weekly/monthly/quarterly/annual reporting presentation, you will begin to produce reports that get noticed! Trust me, my presentations went from being deleted to praised by following these rules of engagement.
It took me years of trial and error to gain this knowledge, but you don’t have to! Go from zero to hero with this reporting presentation template.
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Jeff Sauer is an independent Digital Marketing Consultant, Speaker and Teacher based out of a suitcase somewhere in the world. Formerly of Minneapolis, MN and San Francisco, CA.
As you prepare a digital marketing plan, it’ll help to know everything that’s expected out of one. To assist, we’ve formatted the basics around those in steps to create a digital marketing proposal that attracts new clients.
If you’re trying to figure out an internal marketing plan for your own firm, we also have a marketing proposal template. Using it typically helps entrepreneurs with successful pitches. It’s also fabulous that you can edit it for future clients or occasions with great ease.
A digital marketing proposal is a document formatted either in a business presentation or as a PDF. It defines what a company’s digital marketing strategies need to be. They stress those over diverse periods and explain how those will be carried out in full. What it seeks is to convert clients and get them to hire specific services. It moreover looks to plan successful strategies for a business in the short, medium, and long term.
Nothing can be more harmful in marketing than venturing without a solid plan. Anyone hoping to deliver successful digital marketing services needs an all-powerful roadmap ahead of time. And it’s vital to present that through a compelling pitch speech that grabs clients’ attention.
In the case of internal company use, a marketing plan of this nature aims to efficiently drive a business’s marketing efforts over diverse periods, too.
Learn how to write a digital marketing plan that knocks clients off their feet. Do so, especially if you’re hoping to act as a digital agency that thrives on providing these services to others. In fact, writing one is even recommended before hiring a digital marketing agency. So clients might also have done a bit of homework before they get to you.
What customers expect is a great marketing strategy that constitutes much more technical, detailed, and ordered planning than what they could envision and handle internally.
When an offer is genuinely compelling, and you face an experienced and highly capable team, buyers are likely to make sacrifices to get the returns they’ve been assured. That’s the case even when an offer goes a bit above the budget for new businesses.
To learn how to write a digital marketing proposal, start by following the upcoming steps to create a digital marketing proposal that attracts new clients.
There’s one more pointer on which we want to expand. And this one has to do with all of the above steps to create a digital marketing proposal that attracts new clients.
Estimate who your competitors are. Hold them in high esteem. Tons of people offer services of digital marketing kind. What makes your offer stand out? How can your results beat those in the market? Especially in terms of potential revenue and profitability for your clients. If it’s possible to integrate any of these plus sides to your service or product offer, highlight those aspects.
Note we’re speaking of competition to a digital marketing agency above. Service providers should care and research their competitors just as much as they need to be looking into their clients’ market. It should be critical know-how to understand potential clients’ competitors in their industry. Get to know them like the palm of your hand.
A client can simply tell if a person pitching them has any idea of the market they’re up against. That applies to anyone who has been in a particular field for long as much as for any newcomer. And that’s a crucial factor for trust.
Hiring someone to generate content and marketing strategies depends on how well they can help a business grow and thrive. Clients need to know you excel at understanding their niche before taking their chances on you. It’s only reasonable to a certain extent.
And remember! 100% customizable templates with free PDF & PPT download are the way to go. These tools simply make business life so much easier! On top of meeting minimum requirements to make presentations of much better quality, they help us achieve goals in reduced time. And, if templates are ever not enough, consulting and design services are here to help.
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