Board level guys are demanding audience. It is good to understand basic principles to impress them and raise their interest.
Presenting a strategic business case at a board level can be challenging and stressful. The expectations are set high while you have limited time to get the approval or support.
✔️ Informal pre-selling is sometimes a game-changer
✔️ Think about the audience, make your story relevant to them
✔️ Introduce a topic briefly as not everyone is on the same page
✔️ Express clearly what are you asking for (approval, support, decision)
✔️ Focus on high-level information (detailed analysis is for another forum)
✔️ Mention facts only, not weak assumptions
✔️ Be ready to defend a single statement or number with solid arguments
✔️ All is about adding value to a business.
✔️ Share a high-level plan, always with key milestones
✔️ Simple & logical layout with a few slides (supporting info always to backup)
✔️ Good visualization increases impact (bullets, font, colour coding, less is more)
✔️ There must be a key takeout from each slide, and all should understand it
✔️ The very first slide shows the impact on the company’s relevant KPIs
✔️ Be prepared to discuss risks & mitigation actions
✔️ Have detailed business case financials ready in backup
