how to give a compelling finance presentation
Post on 21-Oct-2014
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DESCRIPTION
Some finance presentations are about less than exciting issues - and sometimes they are about poor performance. How to give an motivating presentation when quarterly results have been poor.TRANSCRIPT
Presentation skills for Finance managers
Examples of how not to give a quarterly update and what to do instead
Task at hand: Prepare a motivating and well-designed presentation for the Q3 Finance update for a medium sized consultancy – when the results have been less than inspiring...
A typical presentation:
Revenue is down
Q1 Q2 Q3 Q40
1
2
3
4
5
6
RevenueForecastlast year Q1/Q2 pre-merger
Economic downturn• The economy has contracted
• Clients face funding constraints
• There is little money for our services
• The industry is suffering
• Our competitors are facing with cost cuts and redundancies
Changing our services• Our traditional services are not profitable• We have introduced a new range of services
59%23%
10%9%
Service profit contributionTransformation ChangeProject management Training
Client feedback is good• Our clients are happy with our work• We are ahead of competitors• We are pursuing many new prospects• We have launched new service lines
Good effort – well done
Any questions?
How it could have been:
example of a motivating structure and clean slide design
Q3 – tough terrain
AmazingFeedback
Happy Customers
New Prospects
Q1 Q2 Q3 Q40
1
2
3
4
5
(forecast)
Revenue £’m“We are being prudent in the current economic climate”
-8%
-11%
Industry
ClosestCompetitor
UsConsultancy spend:lowest since 1982
6%
Government cuts: Our clients are feeling the pressure
“We are lean and nimble”
Margin
Reve
nue
Focus on high-margins:“We are adapting our service offering to best help our clients”
Transformation
Change
New toolkits ready to goOrganisation
design Process improvement
Cutting bureaucracy Doing more
with less
Ready to win