Preparing presentations


This template is designed to aid in the process of creating effective presentations.

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Template structure

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  1. Presentation topic
  2. Presenter’s name
  3. Presentation date
  4. Presentation time
  5. Audience
  6. Presentation idea


  1. Preparation assignee

Understanding the context

  1. Presentation theme and purpose
  2. Available time
  3. Audience profile
    • Formal
    • Informal
    • Technical
    • Other
  4. Most relevant topics to the audience
  5. Actions you want the audience to take after presentation
  6. Consider the location.
  7. Available tools to improve the presentation

Establishing the slogan

  1. If you had to use only one phrase, metaphor, or analogy to explain your project and its benefits to a group of non-specialists, what would it be?
  2. Improve this message by making it a slogan, as if it were a book title or a newspaper headline.

Creating the script

  1. Write an engaging introduction to spark interest from the beginning of the presentation.
  2. Choose an approach based on context.
  3. List the top topics to be addressed.
  4. Separate the building parts of your presentation.
  5. Label your messages in blocks and name each one.
  6. Create the climax.
  7. Close with confidence and emphasize the most important ideas that your audience may not remember.
  8. Possible endings
    • Open: you leave the audience with a question to think about.
    • Closed: you explain everything at the end of the presentation.
  9. Now it is time to go through a story with beginning, middle, and end.

Creating the slides

  1. Checklist
    • Set the main text colors and fonts.
    • Decide whether the slides will look simple or elaborate.
    • The slides should support what will be spoken.
    • Each slide must have a connection with the previous one.

Prepared presentations

  1. There is a visible “shine” system in place and evidence of it being followed.
    • Yes
    • No
  2. There is an action item list visible, assigning responsibility for open issues.
    • Yes
    • No
  3. All personal belongings are neatly stored.
    • Yes
    • No
  4. People know the plan of cleanliness and organization.
    • Yes
    • No
  5. Action Plan

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