The “Just One Thing” Series at Management Excellence is intended to provoke ideas and actions around topics relevant to our success and professional growth. Use them in good health and great performance!
While some people view an invitation to present to executives as a prison sentence (or worse), this truly can be a career enhancing opportunity. However, like any challenging situation, preparation and attitude are keys to success.
I’ve worked with dozens of professionals faced with this opportunity for the first time, and every encounter reminds me of my own early emotions as I prepared for and dreaded my first senior management presentation.
It’s not worth the churn, dread and sleeplessness folks, especially if you prepare properly and thoroughly.
7 Ideas to Help You Prepare for and Nail Your Executive Presentation:
1. Start early and prepare your mind. Unless you are presiding over a disaster of monumental proportions and have been summoned to explain yourself in front of the firing squad, this is a positive invitation. It’s an honor to be invited and it is an opportunity to establish an impression with the people who can choose you to be successful. Prepare like it’s the next most important job interview of your career.
2. Know who invited you and why. Since someone had to champion getting your name placed on the agenda, it’s important for you to tune into why you were invited and precisely what they are expecting from your time on the agenda. Your inviting sponsor in this case has a stake in your success and typically will do whatever it takes to help you prepare for your presentation. Leverage this resource liberally.
3. Know your audience. This one can be difficult for individuals who have had very little or no prior contact with members of the senior management team. Your sponsor or your boss may have some insights, and of course, it’s reasonable to err on the side of assuming that the group is comprised of successful, smart people interested in facts, well-developed ideas, clear plans and how all of this will help the firm achieve its strategic and financial goals.
4. Plan your message. Whatever your topic is, you’re in front of the executive team for just a few brief moments. Use this time with the skill of an entrepreneur asking for an investment in an idea. Your message must be crisp, your key points or recommendations defensible and your defense supportable.
While most of us tend to launch powerpoint and think in serial fashion when preparing for a presentation, start by planning and tuning a message map before you build your first slide. (Note: it’s OK to skip the slides…see point #6.) The message mapping process forces you to lock in a clear central theme and then defend this theme with key points and supporting evidence. A properly developed message map offers you the ultimate support for answering the expected difficult questions from your executives. Also, everyone will appreciate a crisp, well-developed message delivered with clarity and confidence. (For more on the technique, check out my post: The Career Enhancing Benefits of Message Mapping.)
5. Bring your confidence and back it with transparency. Executives smell “lack of confidence” immediately, and they know when someone is attempting to obfuscate the issues. Confidence and transparency are two critical components that must be present when you present to this group. A perceived lack of confidence will destroy your credibility in the moment and any attempt to mask risks with sunshine or offer visions of results that cannot be supported will result in you effectively inviting an air strike of questions that you will not recover from in this setting. Alternatively, clearly describing risks and highlighting assumptions while offering a way forward will earn you serious credibility stripes. It goes without saying that having your message down cold (thanks to your message map) and ample practice, will help you build confidence.
6. Focus on the message and keep the materials clean and simple. If you suck at building clear, crisp, bullet-light and text limited slides or handouts, get some help. Call in a favor from a colleague or go into favor debt, but ask for help. Leave the eye-charts, clip-art and complex animation builds for some other setting. The visuals and supporting materials must never fight the messaging and thanks to our mostly sloppy use of the presentation tools such as Powerpoint, they often do just that.
7. Admit it if you don’t know it. Said another way, never, ever make stuff up. While this piece of advice might seem preposterous, the pressure of the event has overwhelmed many an accomplished professional’s common sense, especially in the face of tough questioning. You are much better off admitting you don’t know something than attempting to bluff your way through the answer. The best response in this situation: “That’s a great question and instead of hazarding a guess, I will get back to you today.” And then do it!
The Bottom-Line for Now:
Last and not least, remember that the prevailing attitude of the executives before you open your mouth is one of interest and hope. You wouldn’t have made the agenda if they weren’t interested in hearing and learning from you, and you can bet that good executive members are always excited to have intelligent and confident new voices join the discussion in planning the way forward for the firm. Make a great impression and you will be back. Perhaps in a new and improved capacity!
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An ideal book for anyone starting out in leadership: Practical Lessons in Leadership by Art Petty and Rich Petro.