Juice Presentation Methodology

8/3/2019 Juice Presentation Methodology

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on ng your Story

Zach [email protected]

presentation development methodology

juice analytics concentrated insights


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An approach forconstructingPowerPointpresentations thatinfluence andrespect youraudience

PowerPoint presentations have become the primarymedium for business communications. In the process, it

has spawned detractors.

Edward Tufte, author ofThe Visual Display of Quantitative

Information, feels that: PowerPoint style routinely disrupts,

dominates, and trivializes contentPowerPoint

presentations too often resemble a school play very

loud, very slow, and very simple.

We believe the problem isnt the tool, but the training of

the PowerPoint artisan.


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Be patient as yourunderstanding grows

and you craft themost compellingstory

Constructing a compelling, well-structured presentation is not a linear process;

good communication requires an understanding of your topic that is both

abstract and detailed.

To accomplish this understanding and convey it to an audience, consider two

dimensions:

Low: Abstract or conceptual perspective; no factual detail

High: Missing the forest for the trees; the detail that makes your

case

Just right: A balance of the overall perspective with sufficient

detail to support the storyline

Heavy: All the evidence at your disposal

Light: Insufficient information to make your case

Just right: Enough evidence to support your assertions, avoiding

selling beyond the sale

Level of detail

Volume of evidence


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Our methodology is a seven step process to arrive ata compelling, well-structured presentation

Light Heavy

Low

High

E V I D E N C E

LEVE

L

Complete

Presentation Development Framework

3

3 Frame

4

4

Storyline

5

5

Distill

6

6

Tighten

7

7 Polish

1

1 Scope

2

2

Document


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Step 1: Scope

Define a scopefor thepresentation

Presentation as a take-away

document vs. a guide for presenter

What is the format for the

presentation?

(See next slide)What do I want to accomplish?

What is the starting point for

discussion? What is the ending

point?

New vs. experiencedWhat is their knowledge level with

the subject matter?

Seniority, size, receptiveness to

message

Who is the audience?

CommentKey Questions


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Audience starts here in

their understanding of

the issue You want to get

your audience to

the other side

Each section of the

bridge needs to be

supported by analysis

or data

The audience should be able to walk across the

headlines in the presentation and understand the

flow of logic

Your presentation is a bridge


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Step 2: Document

Use PowerPointslides to captureindividual ideas,concepts, data, andanalysis

As you conduct your research, put relevant information

into slides

PowerPoint is a surprisingly good repository: Information

of various types (raw data, quotes, links, graphics,

pictures) are easily handled

This will make life easier when creating your final

presentation by eliminating data input

Dont waste time on formatting, careful labeling (except

sources), or perfecting headlines


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Conceptual slideA framework or idea that

may be useful later to

support your storyline

Data slideRaw data into a chart or table

with basic formatting for easy

use later

Theme slide

Raw data, web links,

factoids all pertaining to a

single theme

27

Payments as a lever

Various players are interested in using payments as a leverprovide more value to and enhance their relationship with theircustomers

M er ch an ts I ss ue rs A cq ui re rs

Payments as a lever

Information

Technologies

Consumer

Expectations

Commoditization

ofcoreservices

Players

Resultingpressureto:

Build customer relationships Find new revenue sources

Differentiate

Players see payments as an

important contact point with

customers that can be leveraged to

build deeper, more profitable

relationships

16

Debit opportunity

Over the next decade, debit will emerge as a leadingpayment product at the expense of cash and checks

44%

6%

17%

28%

43%

14%17% 18%

39%

19% 18%

11%

0%

10%

20%

30%

40%

50%

Cash Debit Credit Check

1999 2005e 2010e

US Payment Trends, % of Total Transaction Value

Source: Nilson Report,Robinson -Humphrey

25

New payment arenas

2. New acceptance markets

New acceptance markets represent a large opportunity for new transactionvolume

RFID and Smart Cards (InformationWeek,8/01,http://www.informationweek.com/story/IWK20010803S0012 ) --McDonalds,Target,PizzaHut,TacoBell)

All in one e-commerce services

More advanced terminals with integrated loyalty capabilities, receiveInternet orders

Source: http://www.cardforum.com/cid_demos/cha p9.htm

Size of opportunity

FastFood

K ey r eq ui re me nt s / ba rr ie rs E xa mp le s

Taxes,

licensing,

permit fees

Recurring

payments /

EBPP

x x food is being targeted by acquirerswith new technologies (e.g.transponder by McDonalds),http://www.informationweek.com/story/IWK20010731S0015 $500 billion $500 billion x

Lessthan2%of householdsuseEBPPin2000,expectedtobe29%in2010

Step 2: Document

SampleDocumentationSlides


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Step 3: Frame

Select an frameworkto organize youranalysis

Develop a structure for your analysis and ultimate

message

Helps the audience remember what you cover

Good frameworks are mutually exclusive, collectively

exhaustive (MECE)

Can be used as a visual tracker in the rest of the

presentation

Your framework is likely to change as your thinking

evolves


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Key forces

Identify the top 3 5 drivers ofchange

Value chain

Show flow of activities through a

process

Matrix

Define important dimensions and

divide the analysis into quadrants

Page 7

For Discussion Purposes OnlyApproach

A four-phased approach will be used to define and analyze theaccount to account transfer opportunity

Market Analysis

Evaluation of market

conditions and competitive

environment for this

opportunity

Internal Analysis

Assessment of relevant

Deluxe technology,

operational, and

relationship assets

Concept Definition

Agreement on high-

level dimensions forservice offering,

business model, and

technology solution

Business and

Solution Design

Comprehensive plans

for both the businessand solution

development

approach

Planning for Proof

of Concept

Plan for testing the

concept in themarket on a limited

basis

Determine whether tomove forward

Proposed Approach

PHASE 1 PHASE 2

Page 31 DRAFT

There are four key forces shaping the landscape

Regulatory

decisions

regarding onlinecredit and debit

Regulatory

decisions

regarding onlinecredit and debit

Increased

consumer powerthrough access to

information andtechnology

Increased

consumer power

through access to

information andtechnology

Industry

Credit saturation

Demand for mobility

Demand for increasedfunctionality & flexibility

Privacy and security

concerns

M-Payments and

other alternative

payment systems

M-Payments and

other alternativepayment systems

Issuer

Dominance

Issuer

Dominance

Page 5

Mapping the portfolio

CompetitiveImpact

Investment Categories

Advantage

Parity

Disadvantage

SIBs ROIs OCIs

x x

xx

xx

xx

xx

Step 3: Frame

SampleFrameworks


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The storyline is the bridge that will move your audience from

one understanding to another

Requirements for an effective storyline include:

Logic ties between each link (no overlaps, no gaps) Each step in the logic is bite-sized

Take the shortest path between start and destination

A reader should be able to scan only the slide headlines and

get the essence of the story

Constructing

the Bridge

Step 4: Storyline

Now that you havesupporting evidenceand a framework,you have the rawmaterials to buildyour storyline


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Support 2B

Support 1C Support 3C

Support 1B

Support 1A

Point 1

New 2A

Point 2

New 3B

Support 3A

Point 3

New 4B

Support 4A

Point 4

Write out the story headlines

Sort existing data slides under each headline

Sketch out supporting evidence that is necessary but doesnt yet

exist

Storyline & Supporting Evidence

Step 5: Distill

Slot the data slidesinto the storyline


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Step 5: Distill

then cut

anythingunnecessary

Support 3C

Support 1B

Point 1

New 2A

Point 2

New 3B

Point 3

New B

Support A

Point 4

Storyline & Supporting Evidence Appendix

Support 1C

Support 3A

Support 1A

Support 2B

Ruthlessly cut slides that do not directly support the

storyline

Imagine the toughest questions can you defend the slide?

Consolidate slides, pulling the best from each

Extra slides can be organized in an appendix


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Step 6: Tighten

Stay on-point

Best data

Worst data

Irrefutable data

Substantial data

Expert commentary

Anecdotal data

Quotes

Your opinion

Challenge yourself to provide the best possibleanalytical underpinning for your headline


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Step 6: Tighten

Stay on-point

Less is more

Almost every slide can be improved by using:

Wordiness implies lack of confidence in themessage. Excess words only water down yourprimary point.

Business or organization-specific jargon can offer

a short-hand for expressing concepts. However,a plain-spoken approach is often more powerful.

Fewer words

Less jargon


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Step 6: Tighten

Embrace visualexcellence

Edward Tufte has some relevant concepts for visual

design:

Give the viewer the greatest number of ideas in the

shortest time with the least ink in the smallest space

Reduce clutter by clarifying the design and then

adding information

Use narrative, a story to tell about the data

Compare rather than merely describe

Induce the viewer to think about the substancerather than about methodology, graphic design, the

technology..., or something else

Use words, numbers, and drawing together

Avoid content-free decoration


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Step 7: Polish

The final touchescan make all thedifference in aqualitypresentation

Agenda / Outline page

Executive summary

Title page (date, author)

Conclusion

Appendix Outline

Appendix

Section divider

Section divider

Fill out your presentation withnavigational and summary slides

Storyline &supportingevidence


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Step 7: Polish

The final touchescan make all thedifference in aquality presentation

Conduct a final quality reviewof slides, looking for

Typos

Grammatical errors

Logic within slides

Logic and flow within storyline

Contradictory data

Labeling of data sources, charts

A small error in a presentation is like the seatbelt

sign not working on an airplane. It doesnt mean the

important things dont work, but it can make you

wonder- Robert MacAvoy, President, Easton Consultants

A small error in a presentation is like the seatbelt

sign not working on an airplane. It doesnt mean the

important things dont work, but it can make you

wonder- Robert MacAvoy, President, Easton Consultants


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A good presentation

Enlightens

Entertains

Creates shared understanding

Encourages constructive discussion

A bad presentation

Confuses

Drags on

Frustrates Encourages nitpicking

With your reputation

on the line, isnt itworth taking the timeto create a goodpresentation?


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At Juice Analytics, we believe there is no better

way to help an organization handle, analyze, and

present data than by teaching skills to the

people on the front-line. We teach frameworks

and approaches, then ask participants to

practice these skills with a variety of hands-on

exercises.

Whether it is an hour long "lunch-and-learn", a

full-day seminar, a small group or large, we can

design a training package for the needs of your

team.

Visit us at www.juiceanalytics.com.

Analysis

Advanced Excel

Advanced SAS

Dynamic reporting in Excel

Using the DTP Framework in Excel

Presentation

Structuring and storytelling

Slide-building

Advanced PowerPoint

Agile Analytics The Agile Analytics approach

Creating a metrics-based organization

Training TopicsOur Approach

juice analytics concentrated insights

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Juice Presentation Methodology