
Presentations – Part 2 – Architect Your Presentation Content
You have an important presentation in a few days. You have clearly developed your strategy. Now it is time to design the content, so that your client or prospect buys from you. In the last insights!, we explored the importance of developing a strong strategy and we introduced this process:

What are your challenges in creating content for presentations?
Do you have a common framework or template you draw from?
We believe it is helpful to think of designing a presentation like building a new house. When building a house, once you have determined your budget, location, architect and builders, what next? Would you start with designing the “look and feel ” of each room (ie. carpet size and colour)? Of course not! Then why in presentation development, do we often “ dive in” to create individual PowerPoint slides?
It helps to first “architect” the presentation. Create the blueprint and the structure and then flesh out the details from there. “Architecting” the content means giving it a preliminary structure and shape.
We facilitate the following process with our clients to support this “architect first” approach. Follow this process and it will improve your presentation creativity, efficiency and win rate.
Step 1 - Brainstorm Content Ideas
The time to expand your thinking with presentation design is at the front end of the process. It is much more effective to first generate ideas and then edit. Challenge yourself to get creative and come up with a couple of different ideas (or options) rather than the “same old, same old” approach. In this step:
- Get a pad of Post-It Notes
- Write down 1 idea, theme, or headline per Post-It (ie. Investment Summary)
- Generate a minimum of 15 Post-It Notes of ideas (unless this is a very straightforward presentation/proposal)
- What will capture the hearts and minds of your client/prospect/audience
Step 2 – Prioritize Key Messages
In this step, start organizing content into “clusters” of information:
- What are the main themes, or key elements to your presentation?
- Anything missing from Step 1?
- How many categories of information make sense for this presentation? Any more than 5 main categories of content for a presentation is likely too many.
Take your Post-It notes and organize them in clusters or in rows. Also, devise preliminary headlines for each cluster (for example – key things you have heard from client, your company strengths, recommended solution, investment summary, timeline).
Now it is time to get really focused about what to include:
- Remove the “nice to have” content elements and focus instead on “need to have content.
- Which content elements support your purpose?
- What content will resonate most with your client/prospect?
Step 3 – Organize Content Flow & Visuals
You now have a rough outline of your presentation and you haven't touched your computer (a good thing). Well done!
Put yourself in the shoes of your client or prospect - what flow would make most sense for you?
Now it is time to produce a detailed design/script:
- What format (PowerPoint, Word, etc) makes most sense for this presentation?
- Will you get a chance to present this live?
- Who else will see this presentation?
- What templates or past proposals can you leverage to save you time?
The last step is to edit – fresh eyes always bring tremendous value – who will you engage to edit your presentation?
We hope that this article has got you thinking. Try this process out and let us know how it works for you.
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