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Are You Being Heard:
Speaking That Gets You What You Want
Presented by
Ariane David, PhD
Senior Partner
THE VERITAS GROUP
Senior Lecturer
CALIFORNIA STATE UNIVERSITY, NORTHRIDGE
Adavid@TheVeritasGroup.com
The mind is a wonderful thing. It starts working the
minute you are born and never stops until you get
up to speak in public!
George Jessel
A Presentation About Presenting
Agenda
• Preparation
• Content
• Creating a great PPT
• Preparing to present
• Delivery
• Answering questions
• Going after money
Preparation
• Who are they?
• What are their interests?
• What are their needs, expectations, beliefs,
culture, norms, history as a group?
Generation?
Tailor your message, because
one-size-fits-all fits no one.
Your Audience
What this country needs is less public speaking
and more private thinking.
Roscoe Drummond
Your Thinking
• What is the purpose/goal of the presentation?
– Educate/inform
– Convince
– Elicit action
– Be liked/entertain
• What is the purpose/goal of the presentation?
– Educate/inform
– Convince
– Elicit action
– Be liked/entertain
• What is your purpose/goal for the presentation?
– Stated
– Personal
Your Thinking
• What is the purpose/goal of the presentation?
– Educate/inform
– Convince
– Elicit action
– Be liked/entertain
• What is your purpose/goal for the presentation?
– Stated
– Personal
• What point do you want to get across?
– Stated
– Personal
Your Thinking
Your Knowledge: Rule of Ten
• Know ten times more than you say
• Say ten times more than your slides say
The best way to sound as though you know what you’re
talking about is to know what you're talking about.
Anonymous
Critical Thinking
• Are all my points, premises, assumptions
substantiated?
• Are all my points, premises, assumptions
substantiated?
• Can I show the “logic” of my conclusions?
Critical Thinking
• Are all my points, premises, assumptions
substantiated?
• Can I show the “logic” of my conclusions?
• Have I played “devil’s advocate” (try to shoot
yourself down, because someone else will)?
Critical Thinking
Content
Organizing Content
• Decide on the most important points (5 to 7)
Organizing Content
• Decide on the most important points (5 to 7)
• How many points and how deeply you delve
depends on available time
Organizing Content
• Decide on the most important points (5 to 7)
• How many points and how deeply you delve
depends on available time
• Add only what directly contributes to your points
Organizing Content
• Decide on the most important points (5 to 7)
• How many points and how deeply you delve
depends on available time
• Add only what directly contributes to your points
• Make an outline and stick to it
Organizing Content
• Decide on the most important points (5 to 7)
• How many points and how deeply you delve
depends on available time
• Add only what directly contributes to your points
• Make an outline and stick to it
• and stay on point!
Illustrating Content
• People learn best when ideas become concrete
• Give examples
• Tell short relevant stories
• Use visuals (not necessarily PPT)
Content: Three “C”s
• Clear
Content: Three “C”s
• Clear
• Concise
Content: Three “C”s
• Clear
• Concise
• Complete
Make sure you have finished speaking before your
audience has finished listening.
Dorothy Sarnoff
Content: Language
Beware of:
• Acronyms, abbreviations and jargon that you
have not defined in this presentation
“ The RFP calls for the SOW on the ASP before
SAP go-live. Also, need RSVP to ASE: ASAP!”
Taken from a major consulting firm’s PPT briefing to a new change
management team.
Content: Language
Beware of:
• Acronyms, abbreviations and jargon that you
have not defined in this presentation
• Fuzzy words
Fuzzy Words
…are judgmental in nature
…are not actionable
…carry no specific meaning
…and you’re going to be surprised what words count as “fuzzy”.
Examples of Fuzzy Words
• team player
• (in)effective
• (ir)responsible
• doesn't listen
• is overbearing
• crazy
• Lazy
• …and soooo many more!
Creating Powerful PowerPoints
Power Point: Rules
Rule # 1: YOU are the show.
Power Point: Rules
Rule # 1: YOU are the show.
Rule # 2: Go for clarity: clean and simple
Power Point: Rules
Rule # 1: YOU are the show.
Rule # 2: Go for clarity: clean and simple
Rule # 3: Form follows function
Don’t be afraid to have fun!
Business PPT Slide Design: DO’s
• One thought per slide
Business PPT Slide Design: DO’s
• One thought per slide
• White or light background
Business PPT Slide Design: DO’s
• One thought per slide
• White or light background
• Dark type - color highlights OK
Business PPT Slide Design: DO’s
• One thought per slide
• White or light background
• Dark type - color highlights OK
• Cite your facts where possible
Business PPT Slide Design: DO’s
• One thought per slide
• White or light background
• Dark type - color highlights OK
• Cite your facts where possible
• Poof read
Here's the details for the October Hill Country
Wine & Supper Club Dinner:
Date: Thursday, October 4, 2012
Time: 6:30 p.m.
Where: River City Grille, Marble Falls, TX
Cost: $40 per person, which includes a three-
course meal, three glasses of wine, and recipe
booklet. Tax and gratuity not included.
Featured Winery: Stone House Vineyard
October Hill Country Wine & Supper Club
Menu
Warm Artichoke & Crap Dip with Toasted
Baguettes
Filet of Sole Fish En Papillote with Au Gratin
Potatoes
Raspberry & Chocolate Cream Cheese Stuffed
Cupcakes
Business PPT Slide Design: DON’Ts
• Negative (white on black)
Business PPT Slide Design: DON’Ts
• Negative (white on black)
• Dark on dark; light on light; red on green
Business PPT Slide Design: DON’Ts
• Negative (white on black)
• Dark on dark; light on light; red on green
Business PPT Slide Design: DON’Ts
• Negative (white on black)
• Dark on dark; light on light; red on green
• Animation, graphics, cartoons, special effects
Business PPT Slide Design: DON’Ts
• Negative (white on black)
• Dark on dark; light on light; red on green
• Animation, graphics, cartoons, special effects
•Fancy fonts and small type
Business PPT Slide Design: DON’Ts
• Negative (white on black)
• Dark on dark; light on light; red on green
• Animation, graphics, cartoons, special effects
•Fancy fonts and small type
• Decorative or personalized background
Business PPT Slide Design: DON’Ts
• Negative (white on black)
• Dark on dark; light on light; red on green
• Animation, graphics, cartoons, special effects
•Fancy fonts and small type
• Decorative or personalized background
Business PPT Slide Design: DON’Ts
• Negative (white on black)
• Dark on dark; light on light; red on green
• Animation, graphics, cartoons, special effects
•Fancy fonts and small type
• Decorative or personalized background
• Slides crammed with “stuff”
Note: these things might look good on your monitor
but usually don’t work when projected.
Business PPT Slide Design: Exceptions
Charts, graphs and diagrams
• Clarify
• Simplify
• Add a necessary visual component
Pie Chart
• Represents a bounded/whole
• Shows how the bounded whole is divided into
parts
• Depicts an instant in time
Ex. Budget
50
Financials: Expenses by Category
Program
Expenses,
$795,536
(70%)
Personnel,
$203,550
(18%)
Program and
Fund
Development,
$61,700 (5%)
Other
Operational
Expenses,
$81,726 (7%)
Bar Graph
• Unbounded –no limit to size or number of
entries
• Compares or charts values of related but
discrete quantities
• Can represent numerous items at one instant
in time or in a small number of time frames
52
Long-term Priorities
15%
23%
23%
31%
38%
69%
0% 20% 40% 60% 80% 100%
Form Partnerships
Fundraise
Develop Board
Increase Awareness
Diversify Funding Sources
Innovate
Long-term Priorities
Percentage of Board
Members
Note: Priorities were counted only once per board member (even if the board
member mentioned it 2 or more times).
Line Graphs
• Unbounded –no limit to size or number of
entries
• Each line represents the trend in one item
over time
• Can show numerous lines to compare trends
The Little Shop of PPT
HORRORS!
MLE RFI/RFP Process XXXXXX)
MLE Service Level Agreement (SLA) Matrix
Critical Service Levels
Tower - Finance and Accounting
Total Supplier At Risk - Expressed in term of percentage of the Monthly Charge 15%
At Risk Pool Percentage Available For Allocation - Expressed as a % of the "At Risk" amount 350%
At Risk Pool Available Unallocated -- Expressed as % of the Pool not Allocated 0%
F&A Tower % of All Towers 0%
Section Ref - Accounts Payable
Allocation of Pool Percentage 40% Measurement 100.00% % of
1.1 Invoice Processing and Disbursements - Performance category Eff + mos** Expected Minimum Window Allocation* Invoice
1.1.1 Timely and Accurate Processing of Invoices 0 98.00% 97.00% Monthly 30.0% 0.00%
1.1.2 Timely and Accurate Accounts Payable Disbursements 0 98.00% 97.00% Monthly 30.0% 0.00%
1.1.3 Timely and Accurate Payment of "Urgent" Payment Requests 0 98.00% 97.00% Monthly 40.0% 0.00%
Section Ref - Travel and Entertainment
Allocation of Pool Percentage 25% Measurement 100.00% % of
1.2 T&E Report Processing and Disbursements - Performance category Eff + mos** Expected Minimum Window Allocation* Invoice
1.2.1 Timely and Accurate processing of Expense Reports 0 98.00% 97.00% Monthly 50.0% 0.00%
1.2.2 Expense Report Reimbursements 0 98.00% 97.00% Monthly 50.0% 0.00%
Section Ref - Treasury Support / Cash Management
Allocation of Pool Percentage 30% Measurement 100.0% % of
1.3 Treasury Support and Cash Management Services - Performance Category Eff + mos** Expected Minimum Window Allocation* Invoice
1.3.1 Bank accounts reconcile to the general ledger 0 98.00% 95.00% Monthly 100.0% 0.00%
Section Ref - Projects/Fixed Asset Accounting
Allocation of Pool Percentage 25% 5.5 Measurement 100.0% % of
1.4 Projects and Fixed Asset Accounting - Performance Category Eff + mos** Expected Minimum Window Allocation* Invoice
1.4.1 Timely and accurate settlements processing, internal order processing, and reconciliations 0 98.00% 95.00% Monthly 50.0% 0.00%
1.4.2 Timely and accurate depreciation entry 0 98.00% 95.00% Monthly 50.0% 0.00%
Spend Analysis Module
•A comprehensive view of spend across
all categories business
units, suppliers, and systems
•Rapid, cost effective and repeatable
visibility
•Natural language processing to classify
free form text descriptions
•Rich granular, normalized spend detail
- Supplier name normalization
- Parent / subsidiary relationship
- Commodity category assessment
eSourcing Module
•Template driven on-line RFP/RFQ
•Repeatable formats and content
•Enables knowledge transfer through deep knowledge base
•Formatted supplier responses for easier comparison
•On-line reverse auctions
Category Management Module
•Single dashboard with multiple views – single project status
– all projects
•Document repository
•Module where all sourcing project specific steps are built
•Provides e-mail warnings or updates on events or steps of
an event
A R I B A
iProcurement Module
• Provides intuitive web-based screens with the look and feel of a commercial shopping site
•Catalogs channel requisitioner to approved suppliers
O R A C L E
PROCESS / TECHNOLOGY
58
Generalized Process for User Engagement
Research
- Consider user
pain points
- Consider user
mental
models & metaphors
- Consider leading
practices &
standards
- Generate design
ideas
- Document design
ideas in UCD logs
- Develop prototype
scenarios / task
flows
- Whiteboard /
storyboard
interaction
and UI designs
- Design templates
for prototype
1
Research & Analysis
2
Synthesis
3
Rapid Design
/Visualization
& User
Testing
Gather
Contextual
Research
Plan &
Perform
User
Research
Develop
Design
Insights
Document
Findings
- Create Research
Plan
- Prep interview
guides based on
process maps (if
available)
- Site visits:
- Observe &
interview users
- Record all w/
audio
or video
- Take pictures
- Collect artifacts
- Capture notes for
requirements
- Initial design
ideas
- Capture profile
data
- Use other specific
methods as
needed,
- Label tapes
- Tag artifacts
- Review tapes to
fill in notes
- Update process
flows as needed
- Log research
observations in
UCD ob log
- Create initial
user personas
- Create initial
scenarios of use
- Create initial
data maps
- Refine personas
and scenarios
- Identify associated
data points
required
in scenario tasks
- Distill user
requirements from
all
- Filter against
existing user &
business reqs
- Load new reqs
to requirements
database
- Industry:
Benchmark leaders
&
best practices
- Company bkgrnd
- Company’s
products,
services, markets,
audiences
- Company’s
business
processes
- Company’s
business,
marketing &
strategies
- Research
competitors:
site audits, case
studies
Generate
Requirements Iterative
4
Specificatio
n
- Create high-level
information
architecture
- Build out sample
scenarios in either
low- or high-fidelity
- Validate with internal
experts
- Create question
guide
for user design
reviews
- Validate with external
users
- Create test plan for
usability test
- Create detailed
information
architecture &
interaction flows
- Prototype addtl
scenarios & screens
if
needed
- Create addtl
wireframes if
needed
- Create Style Guide
&
all screen & UI
specifications
- Create all
production
graphics
Create
Specs for
Production
Evidence of the Leadership LabyrinthEvidence of the Leadership Labyrinth
Educational and Work AttainmentEducational and Work Attainment
16.816.8%% 83.2%83.2%
Mem bers of U.S. CongressMem bers of U.S. Congress
15.215.2%% 84.8%84.8%
Hold ing Boa rd Sea ts in Fortune 500 Com pa niesHold ing Boa rd Sea ts in Fortune 500 Com pa nies
33%% 97%97%
CEOs in Fortune 500 Com pa niesCEOs in Fortune 500 Com pa nies
WomenWomen MenMen
The Leadership GapThe Leadership Gap
57.557.5%% 42.5%42.5%
Ea rning Ba chelorEa rning Ba chelor ’’s Degreess Degrees
46.746.7%% 53.3%53.3%
In U.S. La bor ForceIn U.S. La bor Force
50.850.8%% 49.2%49.2%
In Ma na geria l/Professiona l PositionsIn Ma na geria l/Professiona l Positions
WomenWomen MenMen
Real Property Lien
Automation
Generates
Traditionally Record Lien
“E-Record” Real Property Lien
Notice of Support
Judgment
County Recorder
Office
Enter Recording
Info
Local CSP
Generates
Notice of Support
Judgment
Local Agency
Professional
Title
Company
Request for Demand
OR
Example: Support Order terms are entered in System - Pay $300
per month on behalf of Johnny effective 1/1/11 and $150 per
month towards arrears.”
SDU
1
Demand2
3
Release4
Forms
Generation
Lien
Info
NCP Address & NCP’s
Parents’ Address
Recording Info
Recording Info
Notice of Support Judgment
Conditions Are Met
Task
- OR -
90 Day
Task
Responding Case
CP Source
Notification
Interstate Notice of Lien
90 Day
Task
Recording InfoRecording Info
Task
Other State
Agency
Liens Process
CSG: CONSOLIDATED SOURCING GROUPS
Other Key
Stakeholders &
Business Units
Design
Marketing
Manufacturing
Engineering
Legal
Finance Accounts Payable
IT
HR
Through Consolidated Sourcing Groups (CSG), Global Procurement will
collaborate with cross-functional teams of all relevant stakeholders to
drive results, meet requirements and achieve savings.
CSG: CONSOLIDATED SOURCING GROUPS
Other Key
Stakeholders &
Business Units
Design
Marketing
Manufacturing
Engineering
Legal
Finance Accounts Payable
IT
HR
Global Procurement will collaborate with cross-functional
teams of all relevant stakeholders to drive results.
Global
Procurement
Delivery
Preparing The Show
• Know exactly what you want to say
(clear and concise)
Preparing The Show
• Know exactly what you want to say
(clear and concise)
• Rehearse, rehearse, rehearse
Preparing The Show
• Know exactly what you want to say
(clear and concise)
• Rehearse, rehearse, rehearse
• Send out “pre-reads” where possible
Grasp the subject, the words will follow. Cato the Elder
Speaking
• Start powerfully!
Speaking
• Start powerfully!
• Stay on point
Speaking
• Start powerfully!
• Stay on point
• Say it once the best way
Speaking
• Start powerfully!
• Stay on point
• Say it once the best way
• Big words don’t make you look smart
Speaking
• Start powerfully!
• Stay on point
• Say it once the best way
• Big words don’t make you look smart
• Neither do filler words (white space)
Speaking
• Start powerfully!
• Stay on point
• Say it once the best way
• Big words don’t make you look smart
• Neither do filler words (white space)
• Stay on time
A good speech should be like a woman's skirt: long enough
to cover the subject, but short enough to hold interest.
Winston Churchill
Using Your Body
• Use the space in the room – move around
• Use your voice: less is more
• Make eye contact
– Small group: look each person in the eye
– Larger group: pan the room
– OK to speak to particular people
• Look for dead spots in the room
Taking Questions
If the questions are about how you created your
PPT special effects…you’ve failed!
Taking Questions
• Anticipate questions
Taking Questions
• Anticipate questions
• Be your own devil’s advocate
Taking Questions
• Anticipate questions
• Be your own devil’s advocate
• Take a full breath before speaking
Taking Questions
• Anticipate questions
• Be your own devil’s advocate
• Take a full breath before speaking
• Understand the question before answering -
ask
Taking Questions
• Anticipate questions
• Be your own devil’s advocate
• Take a full breath before speaking
• Understand the question before answering -
ask
• Keep answers short (3 Cs)
Taking Questions
• Anticipate questions
• Be your own devil’s advocate
• Take a full breath before speaking
• Understand the question before answering -
ask
• Keep answers short (3 Cs)
• Be on point
Taking Questions
• Anticipate questions
• Be your own devil’s advocate
• Take a full breath before speaking
• Understand the question before answering -
ask
• Keep answers short (3 Cs)
• Be on point
• Stay cool
Going After Money
The Law of Giving
Law : People give because they are moved i.e.,
their emotions are engaged.
The Law of Giving
Law : People give because they are moved i.e.,
their emotions are engaged.
Corollary: People are NOT moved by the
thought of writing a check.
How to Engage Emotions
Make them care.
– What moves them? Why are you talking to them?
– Tell a story; avoid emotionally loaded words.
– Provide moving facts
• ex., “50% of kids in Los Angeles County drop out of
high school.”
• ex.,“6000 violent crimes a year can be traced to the
high school dropout rate.”
Let them become excited and when they
are…
give them the opportunity to participate
by giving money.
Every speaker has a mouth;
An arrangement rather neat.
Sometimes it's filled with wisdom.
Sometimes it's filled with feet.
— Robert Orben
Are You Being Heard:
Speaking That Gets You What You Want
Questions/Comments/Feedback?
Ariane David
adavid@TheVeritasGroup.com
Additional Information
The Veritas Group
TheVeritasGroup.com
818-704-6718

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  • 1. Are You Being Heard: Speaking That Gets You What You Want Presented by Ariane David, PhD Senior Partner THE VERITAS GROUP Senior Lecturer CALIFORNIA STATE UNIVERSITY, NORTHRIDGE Adavid@TheVeritasGroup.com
  • 2. The mind is a wonderful thing. It starts working the minute you are born and never stops until you get up to speak in public! George Jessel
  • 3. A Presentation About Presenting Agenda • Preparation • Content • Creating a great PPT • Preparing to present • Delivery • Answering questions • Going after money
  • 5. • Who are they? • What are their interests? • What are their needs, expectations, beliefs, culture, norms, history as a group? Generation? Tailor your message, because one-size-fits-all fits no one. Your Audience
  • 6. What this country needs is less public speaking and more private thinking. Roscoe Drummond
  • 7. Your Thinking • What is the purpose/goal of the presentation? – Educate/inform – Convince – Elicit action – Be liked/entertain
  • 8. • What is the purpose/goal of the presentation? – Educate/inform – Convince – Elicit action – Be liked/entertain • What is your purpose/goal for the presentation? – Stated – Personal Your Thinking
  • 9. • What is the purpose/goal of the presentation? – Educate/inform – Convince – Elicit action – Be liked/entertain • What is your purpose/goal for the presentation? – Stated – Personal • What point do you want to get across? – Stated – Personal Your Thinking
  • 10. Your Knowledge: Rule of Ten • Know ten times more than you say • Say ten times more than your slides say The best way to sound as though you know what you’re talking about is to know what you're talking about. Anonymous
  • 11. Critical Thinking • Are all my points, premises, assumptions substantiated?
  • 12. • Are all my points, premises, assumptions substantiated? • Can I show the “logic” of my conclusions? Critical Thinking
  • 13. • Are all my points, premises, assumptions substantiated? • Can I show the “logic” of my conclusions? • Have I played “devil’s advocate” (try to shoot yourself down, because someone else will)? Critical Thinking
  • 15. Organizing Content • Decide on the most important points (5 to 7)
  • 16. Organizing Content • Decide on the most important points (5 to 7) • How many points and how deeply you delve depends on available time
  • 17. Organizing Content • Decide on the most important points (5 to 7) • How many points and how deeply you delve depends on available time • Add only what directly contributes to your points
  • 18. Organizing Content • Decide on the most important points (5 to 7) • How many points and how deeply you delve depends on available time • Add only what directly contributes to your points • Make an outline and stick to it
  • 19. Organizing Content • Decide on the most important points (5 to 7) • How many points and how deeply you delve depends on available time • Add only what directly contributes to your points • Make an outline and stick to it • and stay on point!
  • 20. Illustrating Content • People learn best when ideas become concrete • Give examples • Tell short relevant stories • Use visuals (not necessarily PPT)
  • 22. Content: Three “C”s • Clear • Concise
  • 23. Content: Three “C”s • Clear • Concise • Complete Make sure you have finished speaking before your audience has finished listening. Dorothy Sarnoff
  • 24. Content: Language Beware of: • Acronyms, abbreviations and jargon that you have not defined in this presentation
  • 25. “ The RFP calls for the SOW on the ASP before SAP go-live. Also, need RSVP to ASE: ASAP!” Taken from a major consulting firm’s PPT briefing to a new change management team.
  • 26. Content: Language Beware of: • Acronyms, abbreviations and jargon that you have not defined in this presentation • Fuzzy words
  • 27. Fuzzy Words …are judgmental in nature …are not actionable …carry no specific meaning …and you’re going to be surprised what words count as “fuzzy”.
  • 28. Examples of Fuzzy Words • team player • (in)effective • (ir)responsible • doesn't listen • is overbearing • crazy • Lazy • …and soooo many more!
  • 30. Power Point: Rules Rule # 1: YOU are the show.
  • 31. Power Point: Rules Rule # 1: YOU are the show. Rule # 2: Go for clarity: clean and simple
  • 32. Power Point: Rules Rule # 1: YOU are the show. Rule # 2: Go for clarity: clean and simple Rule # 3: Form follows function Don’t be afraid to have fun!
  • 33. Business PPT Slide Design: DO’s • One thought per slide
  • 34. Business PPT Slide Design: DO’s • One thought per slide • White or light background
  • 35. Business PPT Slide Design: DO’s • One thought per slide • White or light background • Dark type - color highlights OK
  • 36. Business PPT Slide Design: DO’s • One thought per slide • White or light background • Dark type - color highlights OK • Cite your facts where possible
  • 37. Business PPT Slide Design: DO’s • One thought per slide • White or light background • Dark type - color highlights OK • Cite your facts where possible • Poof read
  • 38. Here's the details for the October Hill Country Wine & Supper Club Dinner: Date: Thursday, October 4, 2012 Time: 6:30 p.m. Where: River City Grille, Marble Falls, TX Cost: $40 per person, which includes a three- course meal, three glasses of wine, and recipe booklet. Tax and gratuity not included. Featured Winery: Stone House Vineyard October Hill Country Wine & Supper Club Menu Warm Artichoke & Crap Dip with Toasted Baguettes Filet of Sole Fish En Papillote with Au Gratin Potatoes Raspberry & Chocolate Cream Cheese Stuffed Cupcakes
  • 39.
  • 40. Business PPT Slide Design: DON’Ts • Negative (white on black)
  • 41. Business PPT Slide Design: DON’Ts • Negative (white on black) • Dark on dark; light on light; red on green
  • 42. Business PPT Slide Design: DON’Ts • Negative (white on black) • Dark on dark; light on light; red on green
  • 43. Business PPT Slide Design: DON’Ts • Negative (white on black) • Dark on dark; light on light; red on green • Animation, graphics, cartoons, special effects
  • 44. Business PPT Slide Design: DON’Ts • Negative (white on black) • Dark on dark; light on light; red on green • Animation, graphics, cartoons, special effects •Fancy fonts and small type
  • 45. Business PPT Slide Design: DON’Ts • Negative (white on black) • Dark on dark; light on light; red on green • Animation, graphics, cartoons, special effects •Fancy fonts and small type • Decorative or personalized background
  • 46. Business PPT Slide Design: DON’Ts • Negative (white on black) • Dark on dark; light on light; red on green • Animation, graphics, cartoons, special effects •Fancy fonts and small type • Decorative or personalized background
  • 47. Business PPT Slide Design: DON’Ts • Negative (white on black) • Dark on dark; light on light; red on green • Animation, graphics, cartoons, special effects •Fancy fonts and small type • Decorative or personalized background • Slides crammed with “stuff” Note: these things might look good on your monitor but usually don’t work when projected.
  • 48. Business PPT Slide Design: Exceptions Charts, graphs and diagrams • Clarify • Simplify • Add a necessary visual component
  • 49. Pie Chart • Represents a bounded/whole • Shows how the bounded whole is divided into parts • Depicts an instant in time Ex. Budget
  • 50. 50 Financials: Expenses by Category Program Expenses, $795,536 (70%) Personnel, $203,550 (18%) Program and Fund Development, $61,700 (5%) Other Operational Expenses, $81,726 (7%)
  • 51. Bar Graph • Unbounded –no limit to size or number of entries • Compares or charts values of related but discrete quantities • Can represent numerous items at one instant in time or in a small number of time frames
  • 52. 52 Long-term Priorities 15% 23% 23% 31% 38% 69% 0% 20% 40% 60% 80% 100% Form Partnerships Fundraise Develop Board Increase Awareness Diversify Funding Sources Innovate Long-term Priorities Percentage of Board Members Note: Priorities were counted only once per board member (even if the board member mentioned it 2 or more times).
  • 53. Line Graphs • Unbounded –no limit to size or number of entries • Each line represents the trend in one item over time • Can show numerous lines to compare trends
  • 54.
  • 55. The Little Shop of PPT HORRORS!
  • 56. MLE RFI/RFP Process XXXXXX) MLE Service Level Agreement (SLA) Matrix Critical Service Levels Tower - Finance and Accounting Total Supplier At Risk - Expressed in term of percentage of the Monthly Charge 15% At Risk Pool Percentage Available For Allocation - Expressed as a % of the "At Risk" amount 350% At Risk Pool Available Unallocated -- Expressed as % of the Pool not Allocated 0% F&A Tower % of All Towers 0% Section Ref - Accounts Payable Allocation of Pool Percentage 40% Measurement 100.00% % of 1.1 Invoice Processing and Disbursements - Performance category Eff + mos** Expected Minimum Window Allocation* Invoice 1.1.1 Timely and Accurate Processing of Invoices 0 98.00% 97.00% Monthly 30.0% 0.00% 1.1.2 Timely and Accurate Accounts Payable Disbursements 0 98.00% 97.00% Monthly 30.0% 0.00% 1.1.3 Timely and Accurate Payment of "Urgent" Payment Requests 0 98.00% 97.00% Monthly 40.0% 0.00% Section Ref - Travel and Entertainment Allocation of Pool Percentage 25% Measurement 100.00% % of 1.2 T&E Report Processing and Disbursements - Performance category Eff + mos** Expected Minimum Window Allocation* Invoice 1.2.1 Timely and Accurate processing of Expense Reports 0 98.00% 97.00% Monthly 50.0% 0.00% 1.2.2 Expense Report Reimbursements 0 98.00% 97.00% Monthly 50.0% 0.00% Section Ref - Treasury Support / Cash Management Allocation of Pool Percentage 30% Measurement 100.0% % of 1.3 Treasury Support and Cash Management Services - Performance Category Eff + mos** Expected Minimum Window Allocation* Invoice 1.3.1 Bank accounts reconcile to the general ledger 0 98.00% 95.00% Monthly 100.0% 0.00% Section Ref - Projects/Fixed Asset Accounting Allocation of Pool Percentage 25% 5.5 Measurement 100.0% % of 1.4 Projects and Fixed Asset Accounting - Performance Category Eff + mos** Expected Minimum Window Allocation* Invoice 1.4.1 Timely and accurate settlements processing, internal order processing, and reconciliations 0 98.00% 95.00% Monthly 50.0% 0.00% 1.4.2 Timely and accurate depreciation entry 0 98.00% 95.00% Monthly 50.0% 0.00%
  • 57. Spend Analysis Module •A comprehensive view of spend across all categories business units, suppliers, and systems •Rapid, cost effective and repeatable visibility •Natural language processing to classify free form text descriptions •Rich granular, normalized spend detail - Supplier name normalization - Parent / subsidiary relationship - Commodity category assessment eSourcing Module •Template driven on-line RFP/RFQ •Repeatable formats and content •Enables knowledge transfer through deep knowledge base •Formatted supplier responses for easier comparison •On-line reverse auctions Category Management Module •Single dashboard with multiple views – single project status – all projects •Document repository •Module where all sourcing project specific steps are built •Provides e-mail warnings or updates on events or steps of an event A R I B A iProcurement Module • Provides intuitive web-based screens with the look and feel of a commercial shopping site •Catalogs channel requisitioner to approved suppliers O R A C L E PROCESS / TECHNOLOGY
  • 58. 58 Generalized Process for User Engagement Research - Consider user pain points - Consider user mental models & metaphors - Consider leading practices & standards - Generate design ideas - Document design ideas in UCD logs - Develop prototype scenarios / task flows - Whiteboard / storyboard interaction and UI designs - Design templates for prototype 1 Research & Analysis 2 Synthesis 3 Rapid Design /Visualization & User Testing Gather Contextual Research Plan & Perform User Research Develop Design Insights Document Findings - Create Research Plan - Prep interview guides based on process maps (if available) - Site visits: - Observe & interview users - Record all w/ audio or video - Take pictures - Collect artifacts - Capture notes for requirements - Initial design ideas - Capture profile data - Use other specific methods as needed, - Label tapes - Tag artifacts - Review tapes to fill in notes - Update process flows as needed - Log research observations in UCD ob log - Create initial user personas - Create initial scenarios of use - Create initial data maps - Refine personas and scenarios - Identify associated data points required in scenario tasks - Distill user requirements from all - Filter against existing user & business reqs - Load new reqs to requirements database - Industry: Benchmark leaders & best practices - Company bkgrnd - Company’s products, services, markets, audiences - Company’s business processes - Company’s business, marketing & strategies - Research competitors: site audits, case studies Generate Requirements Iterative 4 Specificatio n - Create high-level information architecture - Build out sample scenarios in either low- or high-fidelity - Validate with internal experts - Create question guide for user design reviews - Validate with external users - Create test plan for usability test - Create detailed information architecture & interaction flows - Prototype addtl scenarios & screens if needed - Create addtl wireframes if needed - Create Style Guide & all screen & UI specifications - Create all production graphics Create Specs for Production
  • 59. Evidence of the Leadership LabyrinthEvidence of the Leadership Labyrinth Educational and Work AttainmentEducational and Work Attainment 16.816.8%% 83.2%83.2% Mem bers of U.S. CongressMem bers of U.S. Congress 15.215.2%% 84.8%84.8% Hold ing Boa rd Sea ts in Fortune 500 Com pa niesHold ing Boa rd Sea ts in Fortune 500 Com pa nies 33%% 97%97% CEOs in Fortune 500 Com pa niesCEOs in Fortune 500 Com pa nies WomenWomen MenMen The Leadership GapThe Leadership Gap 57.557.5%% 42.5%42.5% Ea rning Ba chelorEa rning Ba chelor ’’s Degreess Degrees 46.746.7%% 53.3%53.3% In U.S. La bor ForceIn U.S. La bor Force 50.850.8%% 49.2%49.2% In Ma na geria l/Professiona l PositionsIn Ma na geria l/Professiona l Positions WomenWomen MenMen
  • 60. Real Property Lien Automation Generates Traditionally Record Lien “E-Record” Real Property Lien Notice of Support Judgment County Recorder Office Enter Recording Info Local CSP Generates Notice of Support Judgment Local Agency Professional Title Company Request for Demand OR Example: Support Order terms are entered in System - Pay $300 per month on behalf of Johnny effective 1/1/11 and $150 per month towards arrears.” SDU 1 Demand2 3 Release4 Forms Generation Lien Info NCP Address & NCP’s Parents’ Address Recording Info Recording Info Notice of Support Judgment Conditions Are Met Task - OR - 90 Day Task Responding Case CP Source Notification Interstate Notice of Lien 90 Day Task Recording InfoRecording Info Task Other State Agency Liens Process
  • 61. CSG: CONSOLIDATED SOURCING GROUPS Other Key Stakeholders & Business Units Design Marketing Manufacturing Engineering Legal Finance Accounts Payable IT HR Through Consolidated Sourcing Groups (CSG), Global Procurement will collaborate with cross-functional teams of all relevant stakeholders to drive results, meet requirements and achieve savings.
  • 62. CSG: CONSOLIDATED SOURCING GROUPS Other Key Stakeholders & Business Units Design Marketing Manufacturing Engineering Legal Finance Accounts Payable IT HR Global Procurement will collaborate with cross-functional teams of all relevant stakeholders to drive results. Global Procurement
  • 64. Preparing The Show • Know exactly what you want to say (clear and concise)
  • 65. Preparing The Show • Know exactly what you want to say (clear and concise) • Rehearse, rehearse, rehearse
  • 66. Preparing The Show • Know exactly what you want to say (clear and concise) • Rehearse, rehearse, rehearse • Send out “pre-reads” where possible Grasp the subject, the words will follow. Cato the Elder
  • 69. Speaking • Start powerfully! • Stay on point • Say it once the best way
  • 70. Speaking • Start powerfully! • Stay on point • Say it once the best way • Big words don’t make you look smart
  • 71. Speaking • Start powerfully! • Stay on point • Say it once the best way • Big words don’t make you look smart • Neither do filler words (white space)
  • 72. Speaking • Start powerfully! • Stay on point • Say it once the best way • Big words don’t make you look smart • Neither do filler words (white space) • Stay on time
  • 73. A good speech should be like a woman's skirt: long enough to cover the subject, but short enough to hold interest. Winston Churchill
  • 74. Using Your Body • Use the space in the room – move around • Use your voice: less is more • Make eye contact – Small group: look each person in the eye – Larger group: pan the room – OK to speak to particular people • Look for dead spots in the room
  • 75. Taking Questions If the questions are about how you created your PPT special effects…you’ve failed!
  • 77. Taking Questions • Anticipate questions • Be your own devil’s advocate
  • 78. Taking Questions • Anticipate questions • Be your own devil’s advocate • Take a full breath before speaking
  • 79. Taking Questions • Anticipate questions • Be your own devil’s advocate • Take a full breath before speaking • Understand the question before answering - ask
  • 80. Taking Questions • Anticipate questions • Be your own devil’s advocate • Take a full breath before speaking • Understand the question before answering - ask • Keep answers short (3 Cs)
  • 81. Taking Questions • Anticipate questions • Be your own devil’s advocate • Take a full breath before speaking • Understand the question before answering - ask • Keep answers short (3 Cs) • Be on point
  • 82. Taking Questions • Anticipate questions • Be your own devil’s advocate • Take a full breath before speaking • Understand the question before answering - ask • Keep answers short (3 Cs) • Be on point • Stay cool
  • 84. The Law of Giving Law : People give because they are moved i.e., their emotions are engaged.
  • 85. The Law of Giving Law : People give because they are moved i.e., their emotions are engaged. Corollary: People are NOT moved by the thought of writing a check.
  • 86. How to Engage Emotions Make them care. – What moves them? Why are you talking to them? – Tell a story; avoid emotionally loaded words. – Provide moving facts • ex., “50% of kids in Los Angeles County drop out of high school.” • ex.,“6000 violent crimes a year can be traced to the high school dropout rate.”
  • 87. Let them become excited and when they are… give them the opportunity to participate by giving money.
  • 88. Every speaker has a mouth; An arrangement rather neat. Sometimes it's filled with wisdom. Sometimes it's filled with feet. — Robert Orben
  • 89. Are You Being Heard: Speaking That Gets You What You Want Questions/Comments/Feedback? Ariane David adavid@TheVeritasGroup.com Additional Information The Veritas Group TheVeritasGroup.com 818-704-6718