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Design your presentation in a way that is visually clean and appealing. Organize the delivery in a way that will be valuable to your audience, and anticipate any questions that they might have.
Downloads
The sample slides I used in this video are available for download if you want to use them. I've exported them to PowerPoint and OpenDocument format, but both files can be uploaded and used with Google Sheets.
- Sample Slides - Customer Satisfaction Survey (PowerPoint)
- Sample Slides - Customer Satisfaction Survey (OpenDocument)
I found the best way to begin
arranging your presentation
0:00
is to open a blank slide deck and
fill in the headline for
0:03
each slide with a bullet
point from your outline.
0:06
You may wind up needing more
than one slide per topic or
0:09
you might combine ideas or
you might even remove things later on.
0:12
Your still in the early stages and
can always adjust as you go.
0:16
In addition to the headline,
0:20
you can enter a few ideas of what you plan
to share in the main body of the slide.
0:22
Keep in mind that each slide should
deliver one clear message, and
0:27
contain any supporting evidence
needed to drive home your case.
0:31
For example, you may have a chart or
a graph with just a few bullet points or
0:35
phrases explaining the data.
0:39
I have created a simple
presentation based on the outline
0:41
I put together in the previous
video with a few notes.
0:44
Let's take a look at it now.
0:48
A link to the presentation is also
available in the teacher's notes.
0:49
I'm using a themed Google slide deck
created by one of our designers here
0:54
at Treehouse.
0:57
If you don't have access to branded
slides or designer, don't worry.
0:59
Pretty much all programs such as Keynote,
PowerPoint and
1:02
Google come with nicely designed themes.
1:06
I wanna keep the message
on each slide simple and
1:08
clear by taking a minimalist approach.
1:10
The more words you put on a slide, the
more chances you risk that the audience
1:13
will read ahead and stop paying
attention to what you are saying.
1:16
It's human nature.
1:19
When we see words on a screen,
we wanna read them.
1:21
Keep the focus on you, and the point
at hand by minimizing distractions.
1:24
With that in mind,
let's start adding content to the slides.
1:28
On slide two, I want to give my
audience a brief intro and an agenda.
1:32
So, I made notes to discuss why
we're here, and what I'll cover.
1:36
On the completed slide, I turn those
two topics into bolded sub-headings.
1:41
Under why we're here,
I'm making it clear that we are here to
1:45
review customer satisfaction
survey results from Q1.
1:48
Under what we'll cover I've
added four short bullet points.
1:52
Trends in our customer satisfaction data,
1:56
meaning I'll show what this course
has been over the last year or so.
1:58
Issues affecting our score.
2:02
This is where I'll talk about what
the customers identified as being their
2:04
main pain points.
2:07
Suggested improvements, where I'll
give my pitch for a new phone system.
2:08
And then time for Q&A at the end.
2:12
You don't wanna get too in
depth on this opening slide.
2:15
Just give your audience a little
preview of what's to come.
2:18
This slide will also be handy for
2:21
anyone who is reviewing a saved
version of your presentation.
2:23
They should quickly understand
what this presentation will cover.
2:27
The next slide is where I'll share
the customer satisfaction data
2:30
from recent quarters.
2:33
I talked to you earlier about using
visuals and few words when possible.
2:35
I think a bar chart here would
be a great way to visually show
2:39
what customer satisfaction
has been looking like.
2:42
And there we go, on my completed slide
I've added a chart, so anyone can quickly
2:45
see that, whoa there is a big problem
happening in the most recent quarter.
2:49
Previous customer satisfaction scores have
hovered around the 80 to 90% range and
2:54
now they're at 56%.
2:59
I added one quick bit of information in
a text box at the bottom of the slide,
3:01
that the score is based on approximately
3,000 customer respondents each quarter.
3:06
I'm adding that for a couple of reasons.
3:11
One is that anyone looking at
this slide deck in the future
3:13
may want to know what the sample size was.
3:16
And two, I remember that my audience
of executives loves numbers.
3:19
I have anticipated that when they
see the low satisfaction score,
3:23
they might ask well,
how many customers does this represent?
3:27
This is a great example of tailoring my
specific presentation for my audience.
3:30
Let's move onto the next slide.
3:35
This where I plan to share specific
information from certain questions and
3:37
comments that highlight why
the customers are so dissatisfied.
3:40
Let's assumed that I already
analyzed the survey in detail and
3:44
I found excellent scores
in all areas except for
3:48
satisfaction regarding wait
time when a customer calls.
3:50
If we can improve our scores in that area,
3:54
that should most positively impact our
overall customer satisfaction score.
3:57
With that said, I want to quickly and
4:01
visually show just how poorly
we scored on that one question.
4:03
This time I've decided
to create a pie chart.
4:08
Okay, this chart shows that 75% of
the respondents were very dissatisfied
4:11
with how long they had to wait.
4:16
I even decided to make that piece of
the pie red, so that it really stands out.
4:18
Anyone looking at this chart can
immediately see this big red chunk and
4:22
think wow, that does not look so good.
4:26
Then, over on the right-hand side, I've
added some comments that further give some
4:29
color as to why we scored so
poorly on this question.
4:33
I don't want my slide to be too wordy, but
4:36
I think just the right amount of
comments here will really help.
4:39
And I've used some of the colors
from the presentation theme so
4:42
they each stand out
a little more on their own.
4:45
Moving on to the next slide.
4:48
Here is where I begin to
lay out the main problem.
4:50
I know that our call center has an old,
low tech phone system.
4:53
It has a low capacity and I know that we
are only going to continue needing more
4:56
and more capacity, since we plan to
launch several new products this year.
5:00
Customers will be calling more and
more, with each new product release.
5:04
Let's assume that I know that our
competitors have wait times of
5:08
five minutes or
less in their call centers.
5:11
So I'm going to layout those issues
in a clear easy to read way.
5:13
I've created bold subheadings for
each of the main points I identified, and
5:17
added just enough information
under each to make my point.
5:21
But I'll add more to these points when
I'm actually delivering my presentation.
5:25
Remember, I'm trying to
keep the slides minimalist.
5:29
For example,
the information under the first subheading
5:31
simply says that the phone system
was last upgraded 12 years ago.
5:34
When I present,
I can speak more to that, and
5:38
say that in the world of technology,
12 years may as well be a million years.
5:40
I think numbers like that will make
my audience of data lovers pay
5:45
attention right away.
5:48
I can also, speak more to
the capacity points in my slide.
5:49
And talk about our new products
we have in the pipeline.
5:52
I know that we have done research in the
past to predict the number of calls that
5:55
we will receive every time
we release a new product.
5:59
So I'm indicating that I'm not
about to pitch a new system
6:01
just because I want something shiny and
new.
6:05
Will efficiently serve our customers.
6:08
And I know our executives
are passionate about that.
6:10
Finally, when my audience sees the start
comparison of our 20 minute wait time to
6:13
our competitors five minute wait times.
6:18
They will start to see that we really
need to update our phone system.
6:20
And I haven't even given
them our proposal yet.
6:23
I'm just planting the seeds here.
6:26
They see the current state of things and
they don't look so rosy.
6:28
To complete the slide,
I've added a funny picture.
6:32
I did a Google image search for
an old tiny call center.
6:35
Let's assume that I know my audience
well enough that I think they have
6:38
a bit sense of humor.
6:41
Obviously, this picture isn't really
what our call center looks like but
6:43
I'll think they'll get the point.
6:47
On to the next slide.
6:49
Here we go, the proposal.
6:51
This is where I'll clearly lay
out what I'm suggesting, and
6:52
what needs to be considered.
6:55
On the right side, I've entered in
the highlights of what I suggest we do.
6:57
I'm proposing that we invest in
a specific system called CallDoc.
7:01
I know that there is
a $7,000 investment and
7:05
it takes 2 days of downtime to install.
7:08
Now, I can anticipate that
the executives will squirm a little
7:10
when they hear that our customers may
not be able to call in for 2 whole days.
7:13
So, I'm also putting on the slide that we
can install the system over a weekend,
7:17
when call volume is typically lower.
7:21
Finally, I'll include that the CallDoc
system actually triples our current call
7:24
capacity.
7:28
I was looking for
at least double capacity before, but
7:29
I'm going to mention that
CallDoc gives us the ability
7:32
to keep growing our product line
beyond our current offerings.
7:35
Our executives are passionate about
growing the business sustainably, so
7:38
I'm thinking they will be happy to hear
that this system should work well for
7:42
a long time.
7:45
To wrap up this slide I've used a picture
that looks like a much more modern
7:47
friendlier call center.
7:51
It's a little tongue and
7:53
cheek since I've just showed them that old
tiny call center on the previous slide but
7:54
I want our audience to visualize how much
of a difference this new system can make.
7:58
And finally, my last slide is just
a place holder for questions and answers.
8:03
I'm not going to add
anything to this slide.
8:08
I plan to leave it up when I
finish delivering my presentation.
8:11
As my audience asks questions
I will likely jump around and
8:14
revisit earlier slides.
8:17
That's it.
8:20
I've achieved my goals of keeping
my presentation visually clean and
8:21
appealing, presenting data that I know
will be valuable to my audience, and
8:24
anticipating the types of
questions they might have.
8:28
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