You would hope that most people who sit on Boards of Directors know their stuff. They are experienced, proven, successful business leaders (sure, that might not always be the case⌠but as a rule). So, you need to have your act together whenever you go in front of them. You probably donât need us to tell you that. You might well be feeling some trepidation at the thought â thatâs probably why youâre reading this article. Well, donât worry, we can help you improve your board presentation skills.
Whether you present to the Board regularly or have one big opportunity to get in front of them and show your stuff, youâll want to do the best job you possibly can and create an impactful presentation. So, read through our top tips for presenting to the Board and youâll know exactly how best to approach your presentation. Knowing what you need to do will bring confidence⌠and thatâs half the battle!
Weâll take you through what you need to do to in terms of preparation, what you should consider when it comes to the content of your presentation, and some top tips for delivery.
Hereâs our list of tips for nailing any presentation to the Board:
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Be well prepared (make sure you have all the materials and information you will need)
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Know your audience
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Ask to see the full agenda
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Donât use jargon
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Know the exact points you want them to remember
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Use data and benchmarks
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Make your slides look decent
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Get your materials right
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Do not read from notes
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Practice
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Smile, donât be afraid of humour
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Stand up
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DO NOT go over time
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Be ready to answer questions
So, letâs take a look at each of these points in more detailâŚ.
Be prepared
Remember, if you fail to prepare, you prepare to fail. Donât wing it. Presenting to the Board is important â even if youâre the CEO and do it regularly, you will almost always be presenting to the Board with a very specific and important goal in mind. Maybe you need to get approval, buy-in or sign-off for an initiative, or youâre hoping to secure investment for a project. Whatever the purpose of your presentation, if youâre in front of the Board, itâs important and worth doing properly.
So, make sure you prioritise this presentation and make the time to properly prepare for your next board meeting. Try not to leave this until the last minute. Ideally, youâll do your preparation far enough in advance to allow time for you to put it down for a few days and then revisit it with fresh eyes. Thatâs a great way to double check your key messages are clearly coming through.
And here is exactly what you should do to prepareâŚ
Know your audience
Do your homework on all the Board Members â know their experience and their expertise. And, if youâve never met them before, make sure to find a photo of them so you can put faces to names and bios.
Knowing their backgrounds and experience will help you craft a presentation that doesnât patronise or assume knowledge where it isnât. You can also subtly direct particular parts of your presentation to the most relevant Board Members to help engage them and ensure you have their attention.
Ask to see the full agenda for the Board Meeting
Itâs a good idea to know the context you are presenting in so you can get a sense for how the Board Members might be feeling. What are you following? Will they been exhausted from looking at spreadsheets or will they be relatively relaxed after a coffee break? Know your context and present accordingly.
Donât use jargon
Unless you are 100% confident that everyone in the room will understand it, avoid jargon. And remember, itâs important to explain any technical concepts in a relatable manner in order to keep them engaged. Board Members will be from a variety of backgrounds and experiences (thatâs what makes a good Board) so you cannot assume everyone has the same level of knowledge of your area. Donât take the risk of losing their attention or obscuring your meaning by using language they may not understand.
Know the exact points you want them to remember
When planning your content, summarise your presentation and decide what the crucial points you want to get across are. If the Board Members only remember 2 or 3 points about your presentation, what would you want them to be?
When youâve boiled down what youâre saying to those most important points, look back over your presentation and double check they are coming across loud and clear. Consider making a summary slide and ending the presentation on a reinforcement of those key points.
Use data and benchmarks
As itâs often said, itâs hard to argue with facts⌠so infuse your presentation with as many as possible, especially if youâre trying to win buy-in for something. Back up what youâre saying with data, stats or metrics and key performance indicators. If you make a point about performance improvement, show the data that demonstrates that. If youâre offering a growth projection, show the data that supports that hypothesis.
Then make sure you present that data in an interesting way. Data visualisation is an important skill to have and can help you transform presentations and bring numbers to life. Consider using graphs and diagrams instead of flat figures. This can really help the more visual people in your audience absorb the point youâre trying to make.
Remember, if youâre presenting data, donât just show the stats without offering some analysis or a conclusion. What does this data tell us? What have you learnt from it? Does it drive any decisions or actions?
Also remember to give the board context for each data point. Is that a good or bad performance? Itâs no good showing a conversion rate, for example, without giving any sort of indication as to how that compares to expectations or industry averages. Try to include benchmarks for reference.
Make your slides look decent
Youâd be surprised how many people donât give this the focus it deserves. This is particularly important if youâre going to be one of a series of presentations during the Board session. If youâve spent the time to make your slides look engaging, then itâll help you stand out.
If you have slides with a list of bullets, think about how they can be presented in a more visually engaging way. A list of bullets could become a grouping of different icons or images, each illustrating your different points with some supporting words underneath.
Itâs worth getting a proper design brain to help you with this. Even if you just ask them to input on a few slides in your deck, you can then take the design improvements theyâve made to those slides and extend the same principles across the whole deck.
Spending time to make your presentation deck look good will not only help engage your audience and get your point across; it also shows that you have put the work in and are taking this seriously. That level of effort wonât go unappreciated by The Board.
Get your materials right
No doubt there will be a Board Pack or Board Report you need to contribute to. Get that ready as far as you can in advance. If you do send materials in advance, do assume theyâve been read by the time it comes to your presentation, and donât just repeat what was in the papers â thatâll feel like youâre wasting the Board Membersâ precious time and that will annoy them.
Practice
This might seem obvious, but itâs worth noting here so you remember to factor in enough time for this. Some people like to practice in front of a trusted colleague, family member or friend, others are more comfortable in front of the mirror. Either way is good.
How you practice and how much does really come down to personal preference, but just make sure you get to the point where youâre confident in your delivery and you donât have to struggle to remember what comes next.
Itâs also worth bearing in mind that there is such thing as over practising. You donât want to donât kill all energy from your presentation and get to the point that youâre just reciting it like a robot!
Do not read from notes
Weâre all for writing down what you want to say â itâs always better to be prepared and have properly thought through what you need to get across and how – but that doesnât mean you should read it. The secret is to write what youâre going to say and then to learn it.
You can either write a full script, or some detailed notes. If youâre writing a script, itâs extremely important to write as you speak. Donât think of this as an article or report â itâs a script to be spoken â so worry less about punctation and more about the flow of your words. Try speaking your ideas first⌠and then write them down.
If you donât think you can pull off a natural enough delivery of a script, then donât write one, write notes instead. But then you must practice and practice delivering the presentation based on the notes you have read â this will eliminate ums and errs and hesitations and ensure you have a smooth delivery where youâre confident of everything youâre saying.
Smile, use some humour if the context is right
Make your presentation at least mildly entertaining. People always remember presenters that made them smile, or even laugh. But itâs a fine balance â donât rock up with a full comedy set, or launch into some physical slapstick humour, whatever you do.
If you opt for some humour, make sure you read the room. If little jokes are not landing, then ditch the rest, they might not be in the mood. And if you know your Board of Directors have zero sense of humour, then just stick to smiling and being upbeat â donât try for laughs that arenât there!
And, of course, donât roll out the gags if the subject is particularly grave or if youâre presenting a cost reduction strategy that involves redundancies.
Stand up
Give some height to your presentation â establish yourself as someone worth looking up to! Itâs all too easy to slouch in a chair â standing up will help you keep a straight posture and look confident.
Standing up will also help open out your diaphragm and enable you to project your voice more successfully. Sure, if youâre in a small room you donât want to be bellowing at them, but you want to have a straight posture and speak clearly.
DO NOT go over time
If youâve been given a time to keep to, KEEP TO IT. Board meetings will be busy and have pretty packed agendas. Nothing will annoy Board Members more than you coming in and putting their agenda and timetable out of whack.
This, again, comes down to practice. You need to run through it a few times â remembering to keep a natural and considered pace â so youâre confident you can keep it to time.
And if they havenât given you a set time, then just be aware that brevity is a good thing. Be mindful of peopleâs attention span and consider what has come before you on their agenda. If theyâre likely to be a bit frazzled from an intense couple of hours, youâll need to keep things as concise as you can or risk losing them.
Be ready to answer questions
Make sure you leave time for a Q&A! Read through your presentation imagining you are a Board Member, try to think of any questions youâd ask. Now either work the answer to those questions into the presentation or be prepared with a considered answer for a Q&A session at the end.
Donât be afraid to say you donât know the answer to something. Itâs best to say quickly and firmly that you do not know the answer, but you will find out and get back to them. Thatâs much better than launching into a flustered bumble of BS. A savvy Board Member will spot that a mile off.
Also make sure you answer the actual question asked. So, listen carefully and if youâre unsure what theyâre asking, repeat back your understanding of the question to check before answering. Donât launch into an answer unless youâre very clear what they want to know.
So, those are our top 14 tips for nailing your presentation to The Board. In a nutshell itâs all about being prepared, practiced and confident (which comes from the first two).
One final important tip is to try and enjoy it! Board Members are people like you and I, donât be unduly worried or intimidated. Enjoy the limelight and good luck!
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