how do you write a presentation report

How To Write A Presentation 101 | Step-by-Step Guides with Best Examples | 2024 Reveals

Jane Ng • 05 April, 2024 • 11 min read

Is it difficult to start of presentation? You’re standing before a room full of eager listeners, ready to share your knowledge and captivate their attention. But where do you begin? How do you structure your ideas and convey them effectively?

Take a deep breath, and fear not! In this article, we’ll provide a road map on how to write a presentation covering everything from crafting a script to creating an engaging introduction.

So, let’s dive in!

Table of Contents

What is a presentation , what should be in a powerful presentation.

• How To Write A Presentation Script
• How to Write A Presentation Introduction 

Key Takeaways

Tips for better presentation.

• How to start a presentation
• How to introduce yourself

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Presentations are all about connecting with your audience. 

Presenting is a fantastic way to share information, ideas, or arguments with your audience. Think of it as a structured approach to effectively convey your message. And you’ve got options such as slideshows, speeches, demos, videos, and even multimedia presentations!

The purpose of a presentation can vary depending on the situation and what the presenter wants to achieve. 

• In the business world, presentations are commonly used to pitch proposals, share reports, or make sales pitches. 
• In educational settings, presentations are a go-to for teaching or delivering engaging lectures. 
• For conferences, seminars, and public events—presentations are perfect for dishing out information, inspiring folks, or even persuading the audience.

That sounds brilliant. But, how to write a presentation?

• Clear and Engaging Introduction: Start your presentation with a bang! Hook your audience’s attention right from the beginning by using a captivating story, a surprising fact, a thought-provoking question, or a powerful quote. Clearly state the purpose of your presentation and establish a connection with your listeners.
• Well-Structured Content: Organize your content logically and coherently. Divide your presentation into sections or main points and provide smooth transitions between them. Each section should flow seamlessly into the next, creating a cohesive narrative. Use clear headings and subheadings to guide your audience through the presentation.
• Compelling Visuals: Incorporate visual aids, such as images, graphs, or videos, to enhance your presentation. Make sure your visuals are visually appealing, relevant, and easy to understand. Use a clean and uncluttered design with legible fonts and appropriate color schemes. 
• Engaging Delivery: Pay attention to your delivery style and body language. You should maintain eye contact with your audience, use gestures to emphasize key points, and vary your tone of voice to keep the presentation dynamic. 
• Clear and Memorable Conclusion: Leave your audience with a lasting impression by providing a strong closing statement, a call to action, or a thought-provoking question. Make sure your conclusion ties back to your introduction and reinforces the core message of your presentation.

How To Write A Presentation Script (With Examples)

To successfully convey your message to your audience, you must carefully craft and organize your presentation script. Here are steps on how to write a presentation script: 

1/ Understand Your Purpose and Audience

• Clarify the purpose of your presentation. Are you informing, persuading, or entertaining?
• Identify your target audience and their knowledge level, interests, and expectations.
• Define what presentation format you want to use

2/ Outline the Structure of Your Presentation

Strong opening.

Start with an engaging opening that grabs the audience’s attention and introduces your topic. Some types of openings you can use are: 

• Start with a Thought-Provoking Question: “Have you ever…?”
• Begin with a Surprising Fact or Statistic: “Did you know that….?”
• Use a Powerful Quote: “As Maya Angelou once said,….”
• Tell a Compelling Story : “Picture this: You’re standing at….”
• Start with a Bold Statement: “In the fast-paced digital age….”

Main Points

Clearly state your main points or key ideas that you will discuss throughout the presentation.

• Clearly State the Purpose and Main Points: Example: “In this presentation, we will delve into three key areas. First,… Next,… Finally,…. we’ll discuss….”
• Provide Background and Context: Example: “Before we dive into the details, let’s understand the basics of…..”
• Present Supporting Information and Examples: Example: “To illustrate…., let’s look at an example. In,…..”
• Address Counterarguments or Potential Concerns: Example: “While…, we must also consider… .”
• Recap Key Points and Transition to the Next Section: Example: “To summarize, we’ve… Now, let’s shift our focus to…”

Remember to organize your content logically and coherently, ensuring smooth transitions between sections.

You can conclude with a strong closing statement summarizing your main points and leaving a lasting impression. Example: “As we conclude our presentation, it’s clear that… By…., we can….”

3/ Craft Clear and Concise Sentences

Once you’ve outlined your presentation, you need to edit your sentences. Use clear and straightforward language to ensure your message is easily understood.

Alternatively, you can break down complex ideas into simpler concepts and provide clear explanations or examples to aid comprehension.

4/ Use Visual Aids and Supporting Materials

Use supporting materials such as statistics, research findings, or real-life examples to back up your points and make them more compelling. 

• Example: “As you can see from this graph,… This demonstrates….”

5/ Include Engagement Techniques

Incorporate interactive elements to engage your audience, such as Q&A sessions , conducting live polls, or encouraging participation. You can also spin more funs into group, by randomly dividing people into different groups to get more diverse feedbacks!

6/ Rehearse and Revise

• Practice delivering your presentation script to familiarize yourself with the content and improve your delivery.
• Revise and edit your script as needed, removing any unnecessary information or repetitions.

7/ Seek Feedback

You can share your script or deliver a practice presentation to a trusted friend, colleague, or mentor to gather feedback on your script and make adjustments accordingly.

More on Script Presentation

How to Write A Presentation Introduction with Examples

How to write presentations that are engaging and visually appealing? Looking for introduction ideas for the presentation? As mentioned earlier, once you have completed your script, it’s crucial to focus on editing and refining the most critical element—the opening of your presentation – the section that determines whether you can captivate and retain your audience’s attention right from the start. 

Here is a guide on how to craft an opening that grabs your audience’s attention from the very first minute: 

1/ Start with a Hook

To begin, you can choose from five different openings mentioned in the script based on your desired purpose and content. Alternatively, you can opt for the approach that resonates with you the most, and instills your confidence. Remember, the key is to choose a starting point that aligns with your objectives and allows you to deliver your message effectively.

2/ Establish Relevance and Context

Then you should establish the topic of your presentation and explain why it is important or relevant to your audience. Connect the topic to their interests, challenges, or aspirations to create a sense of relevance.

3/ State the Purpose

Clearly articulate the purpose or goal of your presentation. Let the audience know what they can expect to gain or achieve by listening to your presentation.

4/ Preview Your Main Points

Give a brief overview of the main points or sections you will cover in your presentation. It helps the audience understand the structure and flow of your presentation and creates anticipation.

5/ Establish Credibility

Share your expertise or credentials related to the topic to build trust with the audience, such as a brief personal story, relevant experience, or mentioning your professional background.

6/ Engage Emotionally

Connect emotional levels with your audience by appealing to their aspirations, fears, desires, or values. They help create a deeper connection and engagement from the very beginning.

Make sure your introduction is concise and to the point. Avoid unnecessary details or lengthy explanations. Aim for clarity and brevity to maintain the audience’s attention.

For example, Topic: Work-life balance

“Good morning, everyone! Can you imagine waking up each day feeling energized and ready to conquer both your personal and professional pursuits? Well, that’s exactly what we’ll explore today – the wonderful world of work-life balance. In a fast-paced society where work seems to consume every waking hour, it’s vital to find that spot where our careers and personal lives harmoniously coexist. Throughout this presentation, we’ll dive into practical strategies that help us achieve that coveted balance, boost productivity, and nurture our overall well-being. 

But before we dive in, let me share a bit about my journey. As a working professional and a passionate advocate for work-life balance, I have spent years researching and implementing strategies that have transformed my own life. I am excited to share my knowledge and experiences with all of you today, with the hope of inspiring positive change and creating a more fulfilling work-life balance for everyone in this room. So, let’s get started!”

🎉 Check out: How to Start a Presentation?

Whether you’re a seasoned speaker or new to the stage, understanding how to write a presentation that conveys your message effectively is a valuable skill. By following the steps in this guide, you can become a captivating presenter and make your mark in every presentation you deliver.

Additionally, AhaSlides can significantly enhance your presentation’s impact. With AhaSlides, you can use live polls , quizzes , and word cloud to turn your presentation into an engaging and interactive experience. Let’s take a moment to explore our vast template library !

Frequently Asked Questions

How to write a presentation step by step .

You can refer to our step-by-step guide on How To Write A Presentation Script: Understand Your Purpose and Audience Outline the Structure of Your Presentation Craft Clear and Concise Sentences Use Visual Aids and Supporting Material Include Engagement Techniques Rehearse and Revise Seek Feedback

How do you start a presentation? 

You can start with an engaging opening that grabs the audience’s attention and introduces your topic. Consider using one of the following approaches: Start with a Thought-Provoking Question: “Have you ever…?” Begin with a Surprising Fact or Statistic: “Did you know that….?” Use a Powerful Quote: “As Maya Angelou once said,….” Tell a Compelling Story : “Picture this: You’re standing at….” Start with a Bold Statement: “In the fast-paced digital age….”

What are the five parts of a presentation?

When it comes to presentation writing, a typical presentation consists of the following five parts: Introduction: Capturing the audience’s attention, introducing yourself, stating the purpose, and providing an overview. Main Body: Presenting main points, evidence, examples, and arguments. Visual Aids: Using visuals to enhance understanding and engage the audience. Conclusion: Summarizing main points, restating key message, and leaving a memorable takeaway or call to action. Q&A or Discussion: Optional part for addressing questions and encouraging audience participation.

A writer who wants to create practical and valuable content for the audience

Tips to Engage with Polls & Trivia

More from AhaSlides

How to Create an Outstanding Report Presentation!

A report presentation is a daily necessity for most companies. Employees are constantly working on compiling data and facts about their company and department and presenting them in PowerPoint presentations. But often, the presentation design fails to impress.

In this article, you’ll learn how to visualize hard data into an appealing and engaging report presentation for your audience.

What exactly is a report?

A business report is a formal document that communicates corporate information clearly and concisely .

In a report presentation, a company presents data, facts and information, quarterly balance sheets, turnover, HR developments , and so on.

Why report presentations are so important

Report presentations are essential to the success of your business . Why? It’s simple.

Report presentations provide a coherent overview of your company’s performance : What is the current status quo? Which strategic decisions need to be made in the future? How are resources being allocated?

This clear presentation forms the basis for future fact-based decisions . This means it must present facts transparently and answer any business-related questions .

What does a good report presentation look like?

A report presentation has to be clear and concise – after all, you want your audience to understand what you’re saying.

Reporting on data is often very dry. You need to present it in the most visually interesting way possible . An attractive report design will help your audience understand your key messages immediately, without having to delve into specific corporate figures . Keep reading for tips on how to do this.

How to create an engaging report presentation: 5 tips

Report presentations are usually time-limited, so focus on the essential information . The key is to communicate facts clearly and concisely .

Give your information visual interest. Microsoft PowerPoint offers numerous possibilities for enhancing the look of your presentation. Below we have compiled 5 tips for you on how to create an appealing report.

Tip 1: Prepare properly

Preparation lays the foundation for a successful report presentation. Think carefully about how you want to present specific facts and data. Know what you want to say and what your goals are – that’s key for a great report presentation layout. Each slide must have a specific purpose . Only include data that is essential to convey your message .

Give your slides variety but don’t overload them with information or graphics. Less is often more. Try out the unique features of PowerPoint and see which option best suits your presentation.

Focus on the most important key figures and avoid unnecessary details . A good report presentation should make your key statements understandable without your audience having to delve deeper into the company’s key figures.

For 11 helpful tips on preparing your presentations, check out our post, Preparing a PowerPoint Presentation .

Tip 2: Chose the right charts and diagrams

Charts and diagrams are the best way to visualize figures and data. Not only are they visually appealing, but they also summarize your statements in a way that is easy to understand .

PowerPoint offers a wide range of charts and diagrams . You can choose from pie charts, bar charts and area charts, as well as other customizable diagram options. We’ve summarized an overview of the best diagram styles and when to use them in our article, 10 Chart Types: Which One Is Right for My Data?

Some chart types are more suited to specific data . For example, a pie chart is a terrific way to show gender distribution in your company. Bar or column charts can be used to visualize sales, balance sheets and profits.

If you want to illustrate aspects that have happened over a longer period of time, area charts, line charts and of course timelines are ideal.

Feel free to combine several chart types . Let your creativity run free. You can also add icons to your diagrams. The possibilities are endless! Just keep it simple and don’t overload your slides. You can find professionally designed icons in our shop . Take a look at these:

Once you’ve found the right type of chart or diagram, it’s time to highlight the most vital information in it . This helps your audience understand your key messages and quickly identify the most important aspects of your report presentation. If you need to, you can further explain these aspects as you go along.

You’ll find professionally designed slide templates for various charts in our shop . For example, this template:

Tip 3: Reuse layouts

Certain topics often reappear in report presentations. A good example of this is quarterly figures or annual financial statements. With these kinds of topics, it makes sense to the invest time in creating an optimal layout that you can reuse .

If you want to compare quarterly figures or annual financial statements, using the same layout makes any differences clear and obvious to your audience.

You can find out how to create your own layouts and other tips & tricks here .

Tip 4: Other design elements

You can also use additional design elements to enhance your report presentation . There are unlimited, creative options to choose from. Think carefully about which elements will visually support your statements.

Try to include transparent images . These are more attractive than normal images and set visual accents when combined with text or graphics. Transparent images are also effective as customized backgrounds, like on title slides. We’ve put together more information on transparent images for you here .

Another design idea is icons . These small images help to break up blocks of text and reduce presentation content to a bare minimum. The simple messages behind icons are universally understood and save space on slides. More information can be found here .

Tip 5: Practice, practice, practice

Ideally, a report presentation should need little accompanying information – your slides should speak for themselves . But that doesn’t mean you don’t need to practice. Especially with diagrams, extra information can further support the infographics. Put particular focus on getting your key messages across.

Think about any questions that your audience may have. Even when your report presentation covers only key content, it’s still important to know and convey more in-depth background information on data, facts and figures in case of follow-up questions .

Of course, there’s so much more that goes into a convincing presentation. Here are some articles with helpful tips:

• 16 Ways to Kick-Start Your Presentation
• Body Language in PPT Presentations: 8 Tips & Tricks
• Rhetoric Skills: How to Speak and Present Effectively
• Presentation Hack: Always Focus on Your Audience’s Needs
• Because First Impressions Aren’t Everything: 20 Tips and Ideas to End Your Presentation in Style

You can find more helpful articles in our blog. ► To the blog

Create expert report presentations

Report presentations are a common part of day-to-day business. With their clear graphic elements, reports communicate unambiguous information that is essential for a company’s success.

No doubt your next report presentation is already in your business calendar. Take our tips to heart and try them in your next report.

Do you have questions about report presentations or general questions about PowerPoint? Feel free to contact us at [email protected] . We’re here to help!

Are you looking for professionally designed slide templates for your report presentation? Take a look around our shop. We have a wide variety of slide templates on numerous (business) topics. You’re sure to find the right slide set for your needs. For example, here’s one for your financial report:

You can find more templates here ► To the shop

These articles might also interest you:

• The Right Way to Use Pie Charts in PowerPoint
• PowerPoint Layout: Tips & Tricks Plus 6 Modern Ideas for Your Slide Layout!
• Make a PowerPoint Image Transparent: The Pro Guide
• Icons: An Amazing Way to Improve Your Content
• Preparing a PowerPoint Presentation: 11 Tips for Guaranteed Success!
• 10 Chart Types: Which One Is Right for My Data?

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Business writing essentials

How to write a presentation (and deliver it, even via Zoom)

Jack elliott.

31 minute read

You’ve been asked to give a presentation. Chances are, your response will be roughly one of the following:

1. It’s a subject you’re passionate about and you’re a confident speaker. You’re pleased to have the opportunity.

2. You secretly worry that your style is flat and unengaging. You’re not looking forward to it.

3. At best, the prospect makes you nervous; at worst, terrified. You’d rather have root canal surgery.

If you belong in one of the last two categories, you probably know you’re not alone. You may have heard the statistic that public speaking is more widely feared even than death .

However you feel about the prospect of presenting, this comprehensive guide will take you step by step through the process of planning, writing and delivering a presentation you can be proud of (even via Zoom).

Use the contents links below to jump to the section you need most, make your way through methodically from start to finish, or bookmark this page for next time you need it.

What is a presentation?

Essentially, it’s a story. And its origins go back thousands of years – to when our ancestors gathered around the campfire to listen to the wise elders of the tribe. Without PowerPoint!

These days, presentations encompass the glitz and scale of the Oscars or the new iPhone launch through to business briefings to smaller audiences, in person or – increasingly – online. We’re focusing on the business side.

Whatever the occasion, there’s always an element of drama involved. A presentation is not a report you can read at your leisure, it’s an event – speakers are putting themselves on the spot to explain, persuade or inspire you. Good presentations use this dynamic to support their story.

Always remember: everyone wants you to do well

If you are nervous, always remember: no one sets out to write a poor presentation and no one wants to go to one either. There may be private agendas in the room, but for the most part audiences approach presentations positively. They want to be engaged and to learn. They want you to do well.

First things first: the date’s in the diary and you need to prepare. Let’s break it down.

1. Preparing your presentation

Imagine you’re a designer in the automotive industry and your boss has asked you to give a presentation. The subject: the future of the car and how it will fit with all the other modes of transport.

Where to start? How to approach it? First you need an angle, a key idea.

We talk about ‘giving’ a presentation – and of course it’s the audience who will be receiving it. So, instead of beginning with cars (in this case), let’s think about people. That way we can root the talk in the everyday experience we all share.

Maybe you remember a time you were stuck in traffic on a motorway. Morning rush hour. No one moving. Up ahead children were crossing a footbridge on their way to school, laughing at the cars going nowhere. And you thought, ‘Enjoy it while you can! This will be you one day.’ But maybe not. Surely we can do better for future generations!

There’s your opening – the whole issue captured in a single image, and you’ve immediately engaged your audience with a simple story.

The who, the why and the what

Always begin with the people you’ll be addressing in mind. Before you start writing, answer three fundamental questions: who is your audience, why are you talking to them and what do you want to say?

The answers will provide the strong foundations you need and start the ideas flowing. Ignore them and you risk being vague and unfocused. Clear writing is the result of clear thinking and thinking takes time, but it’s time well spent.

Got a presentation to write? Before you do anything else, answer three fundamental questions: who is your audience, why are you talking to them and what do you want to say? @EmphasisWriting Click To Tweet

Start with the audience

Are you a senior car designer talking to your team? If the answer’s yes, you can assume high-level, shared knowledge.

But if you’re talking to the sales or marketing departments, you can’t make the same assumptions – there are issues you might have to explain and justify. And if it’s a press briefing, it’s about getting the message out to the general public – a different story again.

Knowing your audience will also dictate your tone. Your presentation to the board is likely to be quite formal, whereas a talk for your team can be more relaxed.

And what’s the audience’s mood? On another occasion you might have bad news to deliver – perhaps the national economy and the company’s finances are threatening people’s jobs. Then you must empathise – put yourself in their position and adapt your tone accordingly.

I want to …

You also need a clear objective (the why ). For our car designer, the overriding objective should be to plant a key idea in the audience’s mind. Starting with that image of the schoolchildren, it’s to convince the audience that the company has a radical and distinctive design future.

That’s the takeaway. How should they do that? Should they explain, persuade or inspire – the three key strategies for any presentation? You may need to use several of them to achieve your goal.

Objectives should always complete the statement ‘I want to …’. What do you want to do ?

It’s about …

The what is the substance of your presentation – the building blocks, all the facts and figures that tell the audience ‘It’s about …’.

Back to our designer. The move away from petrol and diesel will allow a complete rethink of car design. The electric power unit and battery can lie under the car’s floor, freeing up all the space taken up by the conventional engine. And then there are all the issues around emission-free, autonomous vehicles in the ‘smart’ cities of the future.

When you’re planning, it can be helpful to get all the information out of your head and onto the page, using a mind map , like the example below (for a talk on UK transport policy).

This is an effective way of unlocking everything you know (or still need to do more research on). Start with your main topic, then keep asking yourself questions (like who, what, when, where, how and why) to dig into all the aspects.

Mind map with the topic of ‘UK transport policy at the centre. Arrows point out to six bubbles with the labels ‘Who’, ‘When’, ‘Why’, ‘How’, ‘What’ and ‘Where’. More arrows point out from each of these bubbles to explore related points in each area, and still more arrows from some of those points to expand further. The information reads:

• Special interests / NGOs
• Need for clear government direction
• What industry will do
• R&D spend
• What industry is doing
• Congestion [this leads to the sub-point ‘Wasted time and money’]
• More pollution
• More congestion
• More wasted time and money
• Climate change
• Road pricing
• Legislation
• Working together
• New technology
• Exports/revenue
• Social policy
• Rest of world
• Emerging economies

Once you’ve got it all out on the page, you can identify which parts actually belong in your presentation. Don’t try to include every last detail: audiences don’t want to process piles of information. They are more interested in your ideas and conclusions.

Now let’s put all this research and planning into a structure.

2. How to structure your presentation

On 28 August 1963, Dr Martin Luther King Jr stood on the steps of the Lincoln Memorial in Washington DC and delivered one of the most powerful speeches in history: ‘I have a dream’.

He was the leader of the civil rights movement in the US and his audience that day numbered in the hundreds of thousands. His goal was to inspire them to continue the struggle.

Presentations usually aim to either explain, persuade or inspire – sometimes with elements of all three. Your aim will determine your structure. This will be the backbone of your presentation, giving it strength and direction.

Explain in a logical sequence

When you explain, you add to people’s knowledge to build the key idea. But ask yourself, what does this audience already know?

If you’re an astrophysicist talking to an audience of your peers, you can use terms and concepts you know they’ll be familiar with. If you’re explaining black holes to Joe Public, you can’t do that. Typically, you’ll have to use simple analogies to keep the audience with you (‘Imagine you’re in a huge dark room …’).

Whether it’s black holes or new software, good explanations start with what we know and then build on that understanding, step by step, layer by layer. The audience will stay with you if they can follow your logic and you can help this with linking comments – ‘Building on that … ‘, ‘This means …’, ‘To illustrate that, I’ve always found …’.

Presentations usually aim to either explain, persuade or inspire – sometimes with elements of all three. Your aim will determine your presentation's structure. @EmphasisWriting Click To Tweet

We need to change

If you’re writing a persuasive presentation, you also need to follow a particular sequence.

Whether you’re writing a pitch for a prospective customer or making research-based recommendations to a client, you follow the same structure. That structure is the Four Ps . It’s a powerful way of leading your audience’s thinking.

Start with the current situation – where you are now ( position ). Explain why you can’t stay there, so the audience agrees things have to change ( problem ). Suggest up to three credible ways you can address the issue ( possibilities ). Then decide which one is the optimum solution ( proposal ).

Three is a magic number for writers – not too many, not too few. But there may be one standout possibility, in which case you go straight to it ( position, problem, proposal ).

Think about how the pandemic has profoundly changed our working lives. Towns and cities are full of offices that people used to commute to. But to maintain social distancing, we’ve been encouraged to work from home where possible and to stay away from public transport.

At some point, decision-makers within organisations will have to make a call – or share a recommendation – about what to do long term. Should we go back to the office, stay at home or combine the two?

If we had to present on this choice using the Four Ps structure, we could outline the pros and cons of each possibility and then make a push for the one we recommend above the others. Or we could join the likes of Google and Twitter and simply propose purely remote working well into the future.

I have a dream

A presentation that inspires is about the future – about what could be. Scientists inspire children to follow careers in astronomy or physics with their passion and stunning visuals. Designers re-energise companies with their radical, exciting visions. Business leaders convince their staff that they really can turn things around.

An audience watching an inspirational presentation is not going to take away lots of facts and figures. What’s important is their emotional and intellectual engagement with the speaker, their shared sense of purpose. One way to build that engagement is with your structure.

From dark to light

The most inspiring presentations are so often born of shared struggle. On 13 May 1940, Winston Churchill addressed the British parliament – and the British people listening on their radios – in the darkest days of the Second World War.

He was brutally realistic in his assessment of the current position: ‘We have before us many, many long months of struggle and of suffering.’ He then set out his policy: ‘To wage war by sea, land and air, with all our might … against a monstrous tyranny’, and the prize: ‘Victory, however long and hard the road may be.’

In difficult situations, audiences immediately see through false hope and empty rhetoric. They want honest acknowledgement, and the determination and clear strategy to lead them to the future.

We can imagine how the same structure could show up in a more business-related context:

‘I’m not going to sugar-coat the figures. We have to change to save jobs and secure our future. There will be dark days and sacrifices along the way, but what’s the hardest part of any turnaround? It’s getting started. To do that, we all need to keep asking two fundamental questions: where can we improve, how can we improve? And if we push hard enough and if we’re utterly relentless, change will come and our momentum will build.’

Are you going to appeal to your audience’s

• habits of thought (current beliefs)?

If your recommendations run counter to their current beliefs, try appealing to their emotions.

3. Writing your presentation script

You don’t have to write a script. Some people put a few PowerPoint slides together and wing it; others make do with bullets on a smartphone, laptop or cue cards. It depends on the event and the presenter.

Writing a full script takes time, but if it’s a very important presentation and you might use it again – perhaps to appeal for investment – it will be worth it.

Some people will write a full script because the company or organisation that’s commissioned a presentation will want to see a copy well ahead of the event (often for legal reasons). Others will write the script, edit it down to the required time and then edit it down again to bullets or notes.

If the presentation is to a small audience, your notes or bullets will suit a more conversational approach. There are no rules here – see what works best for you. But what you must do is know your subject inside out.

To write clearly, you must think clearly and a full script will expose the areas that aren’t clear – where an explanation needs strengthening, for example, or where you should work on a transition.

Timing is everything

A full script also helps with working out timing, and timing is crucial. TED talks, for example, have a strict 18-minute limit, whether in front of an audience or online. That’s short enough to hold attention, but long enough to communicate a key idea. (The ‘I have a dream’ speech lasted 17 minutes 40 seconds and it changed the world.)

It takes a very skilled presenter to go much over 30 minutes. If you are taking questions during or after your presentation , however, it’s fine to build in extra time.

Imagine you’re writing your presentation in full and your slot is 20 minutes. On an A4 page with a 14-point Calibri font and 1.5 line spacing, that will equate to about 10 pages.

You can also divide the page in two, with slides on the left and text on the right (or vice versa). Then you can plan your words and visuals in parallel – and that will be roughly 20 pages.

Script page with a slide on the left-hand side and text on the right. The slide has the heading ‘What is your purpose?’ and has a photo of a smiling person at a whiteboard mid-presentation. The text on the slide reads:

Do you want to:

• do a combination of all three?

The notes next to the slide read:

How should they do that? Should they explain, persuade or inspire – the three key strategies for any presentation? You may need to use several of them to achieve your goal.

The most powerful key on your keyboard – Delete

Use these numbers as your goal, but your first draft will probably be longer. That’s when you start deleting.

Be ruthless. Anything not adding to the story must go, including those anecdotes you’ve been telling for years ( especially those anecdotes). It’s not about what you want to tell the audience, it’s about what they need to hear.

Don’t feel you have to include every single issue either. Dealing with two or three examples in some detail is far better than saying a little bit about many more.

And interpret visual material you’re displaying rather than describing it, just as you wouldn’t repeat the text that’s on the screen. The audience can see it already.

It’s a conversation

Be yourself – don’t write a script that’s not in your style. We want the real you, not a supercharged version.

Some people are naturals when it comes to presenting – which can mean they’ve learned how to draw on their authentic strengths.

Sir David Attenborough is a great example. He has a wide-ranging knowledge of the natural world. He has an infectious passion and enthusiasm for his subject. And most importantly, he doesn’t lecture the camera: he talks naturally to his audience (and he’s now using Instagram to inspire new generations).

You can take a cue from Sir David and make your presentation style your own. Knowing your own strengths and really understanding your why will help you speak with purpose and passion.

And aim to speak naturally. Use conversational, inclusive language. That means lots of personal pronouns ( I believe, we can) and contractions ( Don’t you wonder …, you’re probably thinking …).

Sir David Attenborough introduces his new series, Our Planet at its premiere. He builds up our awareness by layering information alongside arresting statistics. These are framed simply, in relatable terms (‘96% of mass on the planet is us …’), so we easily grasp their shocking significance. He also uses ‘we’ and ‘us’ a lot to underline how this environmental emergency affects us all on ‘the planet we all call home’.

Finding the right words

Imagine you’re talking to someone as you write. And try saying the words out loud – it’s a good way to catch those complex, overlong sentences or particular words that will be difficult to say.

Presentations are not reports that can be reread – the audience has to understand what you are saying in the moment . Don’t leave them wondering what on earth you’re talking about, as they will only fall behind.

So avoid using long or complex words, or words you wouldn’t hear in everyday conversation (if your everyday conversation includes ‘quarks’ and ‘vectors’, that’s fine). And beware of jargon – it can exclude the audience and it quickly becomes clichéd and outdated.

Here are some more hints and tips on how to write effectively for speaking:

Syntax (word order): Disentangle your thoughts and arrange the words in your sentences to be simple and logical. Often, complex syntax shows up when the main point is getting lost inside excess information (or that the speaker is unsure what their main point is).

Pace, rhythm and tone: Varying the pace, rhythm and tone of sentences makes both the speaking and listening experience far more enjoyable.

Make sure the stress falls on the most important words. For example, ‘To be or not to be ‘ (where the stress rises and falls on alternate words) or ‘I have a dream ‘ (where the stress falls on the final word).

Vary the length of sentences and experiment with using very short sentences to emphasise a point.

Play with rhythm by arranging words in pairs and trios. Saying things in threes gives a sense of movement, progression and resolution: Going, going … gone . Saying words in pairs gives a more balanced tone (‘courage and commitment’, ‘energy and effort’) or a sense of tension between the words (‘war and peace’, ‘imports and exports’).

Analogies: Good analogies can work well in presentations because they paint vivid pictures for the audience. The best way to do it is to use either a simile (‘It wasn’t so much a dinner party, more like feeding time at the zoo’) or a metaphor (‘He was the fox and the company was the henhouse’).

Alliteration: This means using two or more words that start with the same sound, like ‘big and bold’, ‘sleek and shiny’ or ‘key components’. On the page alliteration may look contrived, but it can effectively highlight important phrases in a presentation.

Words to avoid: Be careful about using clichés like ‘pushing the envelope’, ‘playing hardball’ and ‘thinking outside the box’. And think carefully about using any word that ends with -ism, -ise, -based, -gate, -focused and -driven.

Be careful with humour too: don’t write jokes unless you can naturally tell them well. Keep the tone light if it fits the occasion, but a badly told joke can be excruciating.

4. How to start your presentation

People tend to remember beginnings and endings the most, so make sure your opening and conclusion are both strong.

You have about a minute to engage an audience. You want them to be intrigued, to want to know more, to come slightly forward in their seats. If you only learn one part of your presentation by heart, make it that minute.

A quick ‘thank you’ is fine if someone has introduced you. A quick ‘good morning’ to the audience is fine too. But don’t start thanking them for coming and hoping they’ll enjoy what you have to say – you’re not accepting an Oscar, and they can tell you what they thought when it’s over. Get straight down to business.

There are four basic types of introduction which will draw your audience in:

• News – ‘Positive Covid-19 tests worldwide have now reached …’
• Anecdotal – ‘About ten years ago, I was walking to work and I saw …’
• Surprise – ‘Every five minutes, an American will die because of the food they eat.’
• Historical – ‘In 1800, the world’s population was one billion. It’s now 7.8 billion.’

You can interpret these beginnings in any number of ways. If you were to say, ‘I have an admission to make …’, we will expect a personal anecdote relating to your main theme. And because you’re alone in front of us, it’s playing on your vulnerability. We’re intrigued straight away, and you’ve established a good platform for the rest of the presentation.

You can also combine these techniques. The historical beginning creates a sense of movement – that was then and this is now – as well as a surprising fact. It may prompt a thought like, ‘Wow, where’s this going?’ And you can trade on this with your own rhetorical question: ‘What does this mean for everyone in this room? It’s not what you think …’.

As well as setting up your story, you need to quickly reassure the audience they’re in safe hands. One way to do that is to give them a map – to tell them where you’re going to take them and what they’re going to see along the way.

Then you’re starting the journey together.

5. How to end your presentation

Your ending is what you want the audience to take away: your call to action, your vision of the future and how they can contribute.

If your presentation is online or to a small group in a small room, your ending is not going to be a battle cry, a call to man the barricades – that would be totally inappropriate. But equally don’t waste it with something flat and uninspiring.

Here are four effective ways to end your talk (like the intros, you can combine them or come up with your own):

• Predict the future – ‘So what can we expect in the next ten years? …’
• Quotation – ‘As our chief exec said at the meeting yesterday, …’
• Repeat a major issue – ‘We can’t carry on with the same old same old.’
• Summarise – ‘Continuous improvement isn’t our goal. It’s our culture.’

Predicting the future fits well with a historical beginning – it completes the arc of your presentation.

If you end with a quotation, make sure it’s relevant and credible – it has to be an authoritative stamp.

Repeating a major issue means pulling out and highlighting a major strand of your presentation, while summarising is about encapsulating your argument in a couple of sentences.

Your ending can also be a change of tone, perhaps signalled by the single word ‘Finally …’. It’s the audience’s cue to come slightly forward again and pay close attention.

As with your opening, it will have more impact if you’ve learned your ending – put down your notes, take a couple of steps towards the audience and address them directly, before a simple ‘Thank you.’

6. Creating your PowerPoint slides

We’ve all been there – watching a seemingly endless, poorly designed slide deck that’s simply restating what the presenter is saying. So common is this tortuous experience that there’s a name for it: Death by PowerPoint. But it doesn’t have to be like this.

Do you need slides at all?

As with your script, the first thing you should ask is ‘Do I actually need this?’ In 2019, Sir Tim Berners-Lee gave the Richard Dimbleby lecture for the BBC. He spoke for about 40 minutes with no autocue (he’d memorised his script) – and no speaker support.

This is a uniquely powerful form of presentation because the audience’s attention is totally focused on that one person. The call to action at the end of a presentation and delivering bad news are also best done without visuals.

Visual support

But if they’re well-judged and relevant, slides or other visuals can add enormously to a presentation – whether it’s photography, video or the ubiquitous PowerPoint. There are, however, two things everyone should know about PowerPoint in particular:

• It’s incredibly versatile and convenient.
• In the wrong hands, it can be unbearably tedious.

Your PowerPoint slides should not essentially be your cue cards projected onto a screen. They shouldn’t be packed margin to margin with text or full of complex diagrams.

If the presentation is live, the audience has come to watch you, not your slide deck. Online, the deck may have to work harder to sustain visual interest.

As with the script, keep your finger poised over that Delete key when you’re putting the deck together.

How many slides?

There’s no hard-and-fast rule about how many slides you should use, but think in terms of no more than one or two a minute on average. And don’t use more than a couple of short video inserts in a 20-minute presentation.

You might have a section where you show a few slides in a sequence or hold a single slide for a couple of minutes, which is fine. Varying the pacing helps to keep a presentation moving.

Optimise for psychology

As self-professed presentation aficionado David JP Phillips notes in his TEDx talk , people – and that includes your audience – have terrible working memories. If you don’t account for this fact in your slides, your talk will not have a lasting impact. In fact, most of it will be forgotten within around 30 seconds.

To counter this effect, David identifies five key strategies to use when designing your PowerPoint:

• Only have one message per slide: more than that and you’re splitting your audience’s attention.
• Don’t use full sentences on slides, and certainly don’t imagine you can talk over them if you do. People trying to read and listen at the same time will fail at both and absorb nothing. Move your running text into the documentation section instead, and keep the slide content short and sweet.
• People’s focus will be drawn to the biggest thing on the slide. If your headline is less important than the content below it, make the headline text the smaller of the two.
• You can also direct people’s attention using contrast. This can be as simple as guiding their point of focus by using white text (on a dark background) for the words you want to highlight, while the surrounding text is greyed out.
• Including too many objects per slide will sap your audience’s cognitive resources. (Your headline, every bullet, any references, even a page number each count as an object.) Include a maximum of six objects per slide and viewers will give a mental sigh of relief. This will probably mean creating more slides overall – and that’s fine.

More Powerpoint and visual aid tips

Here are a few more guidelines for creating your visual aids:

• Never dive into PowerPoint as job one in creating your presentation. Work out your talk’s structure (at least) before designing your slide deck. Making a genuinely effective PowerPoint requires that you know your subject inside out.
• List any visuals you’ll need as you prepare your script. That terrific photo you saw recently could be difficult to track down, and you might need permission and to pay to use it.
• It bears repeating: keep each slide to one key idea.
• Use the build effect of adding one bullet at a time (or use the contrast trick above) and try not to use more than three bullets per frame (or six objects overall).
• Strip each bullet to the bare minimum – no articles (‘a’, ‘an’ and ‘the’), no prepositions (‘in’, ‘at’, ‘to’ etc) and cut right back on punctuation.
• Every word that’s not there for a reason has to go. Delete, delete, delete.

‘Extra’ slides

• Use a ‘walk-in’ slide. Rather than have the audience arrive to a blank screen, this tells them who you are and your presentation’s title.
• Use occasional holding slides in between those with more content – perhaps an image but no text. They give the audience a visual rest and put the focus back on you.
• A plain white background might look fine on a computer monitor, but it will be glaring on a big screen. Invert the norm with a dark background, or use shading or ‘ghosted’ images to break up backgrounds and add visual interest.
• Some colours work better than others on-screen. Blues and greys are soft and easy on the eye. Red is a no-no, whether for backgrounds or text. And if you stick with a light background, favour a more subtle dark grey over black for the text.
• Use sans serif fonts (like Arial, Helvetica or Calibri) and think about point size – make sure it’s easily legible.
• Only use upper case where absolutely necessary.

Images and data

• Photos work well full screen, but they also really stand out well on a black background.
• Make sure your charts and graphics aren’t too complex. The dense information that’s fine on the page will not work on-screen – it’s too much to take in. Graphs behind a TV newsreader are often reduced to a single line going dramatically up or down.
• Don’t present data or graphs and expect them to speak for themselves. You need to find the story and significance in the data and present that .

And finally

• Proofread, proofread, proofread – or risk standing in front of an embarrassing spelling mistake.

Technical check

• Check what laptop they’re using at your venue. If you’ve written your deck on a PC, run it on a PC (and, of course, the same rule applies if you’ve used a Mac).
• If you’ve emailed your presentation to the venue, take a USB copy along as back-up.
• If you’re presenting online, check which platform you’ll be using and get comfortable with it. If someone else will be hosting the event, make sure you arrange a time for a rehearsal, especially if there will be a producer.

7. Delivering your presentation

You’ve put a lot of time and effort into preparing your presentation and now you’ve come to the sharp end – it’s time to stand and deliver.

Run it through

You don’t have to rehearse, but most presenters do and for good reason – it catches weak points and awkward transitions. And, crucially, it bolsters confidence.

Read your script or go through your bullets aloud – it will help to settle your nerves. If you use colleagues as a dummy audience, you can do a sense check too: ‘Does that bit work?’ ‘Have I explained it clearly?’ ‘Do you get the big picture?’ And rehearsing out loud will catch those words and sentences you thought you could say but can’t.

The more you rehearse, the more familiar and natural the presentation will become. Rehearse the technical side too – where the video is going to come in, how you’re going to vary your pace and tone to maintain interest.

Try speaking slightly more slowly than you would normally so the audience catches every word, and don’t be afraid to pause now and again. It gives a breathing space for you and the audience.

Connect with your audience

When you deliver your presentation for real, establish eye contact with the audience, just as you would in a conversation. In a small room with a small audience, talk to individuals. In a larger space, don’t talk to the first couple of rows and ignore the rest – include everyone.

And if you stumble over your words here or there, carry on and don’t dwell on it – you’ll lose your concentration. Audiences are generally forgiving and they might not even notice.

Each audience is unique: they react differently in different places. And although tomorrow might be the tenth time you’ve done the same presentation, it will be the first time this audience sees it. Your duty is to keep it fresh for them.

A final point

This is your presentation – you’re in control and the audience needs to feel they’re in safe hands.

It’s perfectly natural to feel nervous , but it’s the thought of doing it that’s the worst bit. Once you get going – and especially when you sense the audience is with you – the nerves will start to disappear. Try to enjoy it. If you enjoy it, it’s far more likely the audience will too.

And remember: everyone wants you to do well.

8. How to present online

Taking to Zoom or another online platform to present was once the exception. These days, online presenting is as essential a skill as presenting in person.

The switch to online can be nerve-wracking and cause even usually skilled presenters to falter. But there’s no need for that to happen.

Indeed, all of the advice we’ve talked about on preparing, structuring and writing for in-person presenting is equally relevant for your online delivery. You just need to be ready for the unique challenges that remote presentations pose.

An obvious one is that while you still have an audience, it will probably be muted and possibly even unseen (if webcams are switched off). This makes it far more difficult to gauge audience reaction, and if the event is pre-recorded, there might not be any at all – at least not immediately. Clapping and laughing emojis are not quite like the real thing.

Keep eye contact

But although your audience may be many miles away, there are still ways you can – and should – create a sense of connection with them. Your presentation will have much more impact if you do.

Whether the event is live or recorded, at least start with your webcam on (unless you really can only use slides). If it’s an option and feels appropriate, consider keeping your camera on throughout – remember, you are the presentation as much as any visuals.

If you will be on display, make sure you know where your webcam’s lens is and at key moments of your talk look directly into it – and out at your audience – to punctuate those points.

And don’t look at a second screen to cue up your PowerPoint – viewers will think your attention is wandering.

Engage your online audience

Being an engaging speaker is always important, but remember that the online world is already a place we associate with distraction. It’s also easier for a viewer behind their laptop to disguise their wandering attention than it would be for one in an auditorium or boardroom.

This isn’t to say your audience don’t want to give you their attention. But it is more important than ever to keep your presentation sharp and concise. Revisit your structure, your script or cue cards and your slides. Take a really critical eye to it and (as always) delete, delete, delete anything that’s not directly relevant.

If it works for your format, you can look at making your presentation interactive. You can then break the content into short segments, interspersed with comment, polls, questions and discussion. The variety will be a welcome change for your viewers.

Your visuals are part of what will keep people with you – along with the interplay you create between you and them. This means following the best-practice guidance we covered earlier is even more important.

Using Zoom for your presentation? Master the art of online delivery through this simple mix of set-up, delivery and technical tricks @EmphasisWriting Click To Tweet

Modulate your voice

Your tone of voice is extremely important here because presenting online is like radio with pictures. When people say ‘You have a great voice for radio’ what they mean is that it’s easy to listen to, often because you’re using quite a low-pitched, warm and relaxed register.

Listen to voices on the radio and voiceovers and identify the ones you particularly enjoy. What do you like about them? Why do you enjoy some voices and not others?

A flat, unmodulated voice, for instance, is difficult to listen to for long periods (and isn’t likely to inspire anyone).

Experiment with intentionally adding energy to your voice, as internet audio can have a dulling effect. As our trainer Gary Woodward puts it: ‘Turn up the enthusiasm dial even higher than you think, to make sure it comes through.’ And always vary your pace and tone as you would in a normal conversation.

And if it suits the tone of your talk, smile now and again. Smiling is contagious, and people will hear it in your voice even if they can’t see you.

Perfect your transitions

One of the other key challenges of remote presentations is that you have another layer of technology to wrestle with: sharing your PowerPoint online.

This means that many presentations begin with the popular catchphrase ‘Can you see my screen?’

This can also cause many presenters to stumble through their transitions, making the links between their slides clunky. And while remote audiences may be forgiving, for a slick presentation it’s best to prevent these sort of fumbles.

Naturally, practice plays a part here. But you can also give yourself the advantage with your set-up.

Dave Paradi from Think Outside the Slide explains one great way of setting up Zoom so you can smoothly cue up and run your slide deck – and be certain what’s being displayed.

You’ll even be able to see the rest of your screen (but the audience won’t). As you’ll be able to see what’s coming up, your transitions can also be seamless.

The trick is to use one of Zoom’s advanced settings after you hit ‘Share screen’, to share only a portion of your screen:

Advanced screensharing options pop-up box in Zoom, with the options ‘Portion of Screen’, ‘Music or Computer Sound Only’ and ‘Content from 2nd Camera’. The ‘Portion of Screen’ option is highlighted in blue.

This will give you a frame you can move to the part of the screen you want the audience to see.

Put your PowerPoint slides into ‘presenter view’ before launching the screenshare. Then you’ll be able to see the upcoming slides and your notes throughout, and your animations (like build slides) will work as normal.

Zoom’s ‘portion of screen’ setting in action

Presenter view in PowerPoint, with the current displayed slide on the left and the upcoming slide displaying smaller on the right, with notes below it. There is a notification saying ‘You are screen sharing’ at the top and a sharing frame positioned around the current slide.

The other part of the trick? Set it up in advance shortly before you’re due to speak. Once you’re happy with the set up, you can stop sharing until it’s time to kick off your talk. When you return to ‘Share screen’ again, it will reopen the frame in the same place.

Dave shows you the process in this video:

Five practical tips for a truly professional online presentation

You’re happy with the content of your talk, you’ve ruthlessly streamlined your slides and mastered your radio voice. Now just make sure you cover these crucial practicalities for a polished presentation:

1. Create a good space Make sure you have your environment well set up:

• Keep the background on display as tidy and minimalist as possible – a plain wall or backdrop is great, if you can.
• Manage and minimise background noise (shut the window, ensure your phone’s on silent, put the cat out, make sure someone’s watching the kids in another room – whatever it takes).
• Check your lighting: have your light source in front of you, not behind you (or you’ll be in shadow).
• Set up your computer or device at eye level so that you are well-framed and facing it straight on – avoid looming above it while providing a lovely view into your nostrils.

2. Think about your appearance Dress in the same way you would if the presentation were in person, and judge your choice of attire based on the formality of the event and your audience.

3. Practise! Run through the presentation and rehearse the technical side. Practise your transitions, including the initial cueing up of your slides (perhaps using the Zoom tip above), so that you can be confident in doing it all smoothly.

4. Be primed and ready Log in early on the day of your talk. Check all your tech is working, get your headset on and ensure everything is set up well ahead of time. This will save any last-minute issues (and stress) and means you can hit the ground running.

5. Stand and deliver Even online, consider giving your presentation standing up, if you can do so comfortably (adjusting your device or webcam accordingly). This may put you more into a presenting frame of mind and will differentiate you from most remote presenters.

Are you still there?

Live audiences have a group dynamic – as soon as a few people start laughing it becomes infectious and the others join in. It’s naturally different online. But that doesn’t have to throw you.

You might not get that immediate feedback, but don’t overcompensate and feel you have to win them back.

Yes, it’s often more difficult to gauge an audience’s reaction online – especially if their audio is muted and their webcams off. Yes, this can be daunting. But they are still out there listening. You may or may not hear (or see) laughter, but they could still be smiling and very interested in what you have to say. Have faith in your own content. Whatever form your delivery will take, keep coming back to your purpose and message for giving this talk – and keep considering the people you’ll be talking to. Whether the address will be online or in person, it is keeping this focus which is the key to every powerful presentation.

Ready to learn even more? Work one-to-one on your presentation-writing skills with one of our expert trainers or join our scheduled presentation-writing courses . If your team are looking to upskill, we also offer tailored in-house training . And if fear of presenting is holding your team back, check out our in-house course The reluctant presenter .

Image credit: lightpoet / Shutterstock

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These days he's one of Emphasis' top business-writing trainers, but in previous career lives Jack has written for many public and private sector organisations. He has an in-depth knowledge of the engineering and manufacturing sectors, particularly the UK automotive industry. As the lead scriptwriter for chairmen and CEOs, he has been responsible for proposals, pitches and reports as well as high-profile speeches and global product launches.

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Few of us feel entirely comfortable writing a presentation. There is something very daunting for many people about the process of moving your thoughts from your head to paper (or a series of slides on the computer).

However, there are things that you can do to help yourself. These include knowing your material well and taking time to consider what you want to say.

This page provides advice on how to write a presentation. It discusses the initial writing, and then also explains how to review and edit your work. This will help to ensure that your presentation is as effective as possible.

Before you start...

Before you start to write your presentation, you need certain information: the objective, the subject, and details of the audience, for example. For more about this, see our page on Preparing Your Presentation .

Based on the information you have gathered, you should also have started to develop your ideas and select the main points to include. For more about this, see our page on Organising Your Material .

Some basic starting points

There are two really important things to remember when starting to write a presentation:

1. Give your presentation an introduction, a main message, and a conclusion.

Some people summarise this as ‘say what you’re going to say, say it, then say what you’ve said’ .

However, that is not the whole story. Your introduction needs to ‘set the scene’ a bit and give a broad outline of what you are going to cover in your presentation. If you are using presentation software such as PowerPoint, this should be a single slide. Your conclusion needs to sum up and present your main message to your audience, probably again in a single slide.

If you are taking questions after your presentation, and you are using PowerPoint, you will probably have a slide up on the screen during questions. You could, of course, have a final slide that says something like “Thank you for listening, any questions?”, or gives your contact details.

However, you could also leave up a final slide that highlights your conclusions.

This will help to ensure that your key messages remain in the minds of your audience.

2. Think about using stories to get your message across

We are hard-wired by thousands of years of evolution to listen to stories. Stories helped us survive by reminding us about important behaviours. We therefore tend to remember them much better than dry lists of facts or bullet points.

It is much easier to work with this than ignore it.

There are two aspects of this.

First, you should try to think about your presentation as telling a story to your audience. What is the point that you are trying to make, and how can you best get it across?

Second, it is helpful to use stories as part of your presentation . For example, if you start by telling a story or anecdote, it will act as a ‘hook’ to draw in your audience. You can also use stories to illustrate each point you want to make. Of course, your story has to link to your main message, because you can pretty much guarantee that your audience will remember the story much longer than the conclusion!

Structuring Your Presentation

The structure and content of your presentation will of course be unique to you.

Only you can decide on the best way to present your messages.  However, you might like to consider some standard presentation structures for inspiration:

1. Harnessing the Power of Three

In public speaking and rhetorical debate, as well as in much communication, three is a magic number.  The brain finds it relatively easy to grasp three points at a time.

People find three points, ideas or numbers, easier to understand and remember than four or more. 

You could therefore structure your presentation using the magic number of three.

For example, your presentation should have three main elements: the introduction, middle and conclusions. Within the main body of your presentation, divide your key message into three elements and then expand each of these points into three sub-points.  If you are using a visual aid such as PowerPoint, limit the number of bullet points to three on each slide and expand on each of these as you go along.

What should you do if you have more than three points to make?

Reduce them until you don’t have more than three points!

Your audience will probably only remember three of your five or six points anyway—but which three? Do the work for them, and identify the three most important points, and leave the others out.

2. What, Why, How?

An alternative structure uses the questions “What?”, “Why?” and “How?” to communicate your message to the audience. In a way, this also harnesses the power of three, but is a special case for driving action.

“What?” identifies the key message you wish to communicate. Think about the benefit of your message for your audience. What will they gain, what can they do with the information, and what will the benefit be?

“Why?” addresses the next obvious question that arises for the audience .  Having been told “what”, the audience will naturally then start to think “why should I do that?”, “why should I think that?” or “why should that be the case?”. Directly addressing the “why?” question in the next stage of your presentation means that you are answering these questions and your talk is following a natural route through the material. This will ensure that you have the audience on your side immediately.

“How?” is the final question that naturally arises in the audience’s mind . They want to know how they are going to achieve what you have just suggested.  Try not to be too prescriptive here. Instead of telling people exactly how they should act on your message, offer suggestions as to how they can act, perhaps using examples.

You should try to back up what you say with evidence. You can use case studies, personal examples or statistics here, but try to ensure that you use them in the form of stories.

There is more about this on our page Presenting Data .

Editing Your Content

Once you have a first draft of your presentation, it is important to review and edit this.

This will help to ensure that it really does get your message across in the most effective way.

When editing presentation content, you should consider:

The language . Make sure that what you are saying will be clear to your audience. Remove any jargon and try to use plain English instead. If necessary, explain terms when you first use them.

Sentence structure .  Use short sentences and keep the structure simple. Remember that you will be talking through your ideas and that the audience will be listening rather than reading.

The flow . Make sure that your presentation structure leads your audience through your ideas and helps them to draw your conclusion for themselves.

Use metaphors and stories to aid understanding and retention.

‘Hooks’ to get and hold the audience’s attention . Ensure that you have included several ‘hooks’ at various points in the presentation. This will help you to get and then keep the audience’s attention. These might be stories, or audience participation, or some alternative visual aids , such as a short video.

Check, and double check, for spelling and grammar . Make sure that any presentation slides or illustrations, titles, captions, handouts or similar are free from spelling mistakes.

Ideally, you should take a break from the presentation before editing so that you can look at your writing with a fresh pair of eyes.

You might also want to ask a friend or colleague to have a look, particularly at the flow and the language. If possible, ask someone who is not familiar with the material .

A final thought

The actual writing of your presentation is really the final stage of your preparation.

If you have done your homework, you will already be clear about the reason why you are presenting, the subject matter, and the main points you want to make. Actually putting it down on paper should therefore be relatively straightforward.

Continue to: Deciding the Presentation Method Preparing for a Presentation

See also: Organising the Presentation Material Working with Visual Aids Coping with Presentation Nerves Dealing with Questions

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How to Structure your Presentation, with Examples

August 3, 2018 - Dom Barnard

For many people the thought of delivering a presentation is a daunting task and brings about a  great deal of nerves . However, if you take some time to understand how effective presentations are structured and then apply this structure to your own presentation, you’ll appear much more confident and relaxed.

Here is our complete guide for structuring your presentation, with examples at the end of the article to demonstrate these points.

Why is structuring a presentation so important?

If you’ve ever sat through a great presentation, you’ll have left feeling either inspired or informed on a given topic. This isn’t because the speaker was the most knowledgeable or motivating person in the world. Instead, it’s because they know how to structure presentations – they have crafted their message in a logical and simple way that has allowed the audience can keep up with them and take away key messages.

Research has supported this, with studies showing that audiences retain structured information  40% more accurately  than unstructured information.

In fact, not only is structuring a presentation important for the benefit of the audience’s understanding, it’s also important for you as the speaker. A good structure helps you remain calm, stay on topic, and avoid any awkward silences.

What will affect your presentation structure?

Generally speaking, there is a natural flow that any decent presentation will follow which we will go into shortly. However, you should be aware that all presentation structures will be different in their own unique way and this will be due to a number of factors, including:

• Whether you need to deliver any demonstrations
• How  knowledgeable the audience  already is on the given subject
• How much interaction you want from the audience
• Any time constraints there are for your talk
• What setting you are in
• Your ability to use any kinds of visual assistance

Before choosing the presentation’s structure answer these questions first:

• What is your presentation’s aim?
• Who are the audience?
• What are the main points your audience should remember afterwards?

When reading the points below, think critically about what things may cause your presentation structure to be slightly different. You can add in certain elements and add more focus to certain moments if that works better for your speech.

What is the typical presentation structure?

This is the usual flow of a presentation, which covers all the vital sections and is a good starting point for yours. It allows your audience to easily follow along and sets out a solid structure you can add your content to.

1. Greet the audience and introduce yourself

Before you start delivering your talk, introduce yourself to the audience and clarify who you are and your relevant expertise. This does not need to be long or incredibly detailed, but will help build an immediate relationship between you and the audience. It gives you the chance to briefly clarify your expertise and why you are worth listening to. This will help establish your ethos so the audience will trust you more and think you’re credible.

Read our tips on  How to Start a Presentation Effectively

2. Introduction

In the introduction you need to explain the subject and purpose of your presentation whilst gaining the audience’s interest and confidence. It’s sometimes helpful to think of your introduction as funnel-shaped to help filter down your topic:

• Introduce your general topic
• Explain your topic area
• State the issues/challenges in this area you will be exploring
• State your presentation’s purpose – this is the basis of your presentation so ensure that you provide a statement explaining how the topic will be treated, for example, “I will argue that…” or maybe you will “compare”, “analyse”, “evaluate”, “describe” etc.
• Provide a statement of what you’re hoping the outcome of the presentation will be, for example, “I’m hoping this will be provide you with…”
• Show a preview of the organisation of your presentation

In this section also explain:

• The length of the talk.
• Signal whether you want audience interaction – some presenters prefer the audience to ask questions throughout whereas others allocate a specific section for this.
• If it applies, inform the audience whether to take notes or whether you will be providing handouts.

The way you structure your introduction can depend on the amount of time you have been given to present: a  sales pitch  may consist of a quick presentation so you may begin with your conclusion and then provide the evidence. Conversely, a speaker presenting their idea for change in the world would be better suited to start with the evidence and then conclude what this means for the audience.

Keep in mind that the main aim of the introduction is to grab the audience’s attention and connect with them.

3. The main body of your talk

The main body of your talk needs to meet the promises you made in the introduction. Depending on the nature of your presentation, clearly segment the different topics you will be discussing, and then work your way through them one at a time – it’s important for everything to be organised logically for the audience to fully understand. There are many different ways to organise your main points, such as, by priority, theme, chronologically etc.

• Main points should be addressed one by one with supporting evidence and examples.
• Before moving on to the next point you should provide a mini-summary.
• Links should be clearly stated between ideas and you must make it clear when you’re moving onto the next point.
• Allow time for people to take relevant notes and stick to the topics you have prepared beforehand rather than straying too far off topic.

When planning your presentation write a list of main points you want to make and ask yourself “What I am telling the audience? What should they understand from this?” refining your answers this way will help you produce clear messages.

4. Conclusion

In presentations the conclusion is frequently underdeveloped and lacks purpose which is a shame as it’s the best place to reinforce your messages. Typically, your presentation has a specific goal – that could be to convert a number of the audience members into customers, lead to a certain number of enquiries to make people knowledgeable on specific key points, or to motivate them towards a shared goal.

Regardless of what that goal is, be sure to summarise your main points and their implications. This clarifies the overall purpose of your talk and reinforces your reason for being there.

Follow these steps:

• Signal that it’s nearly the end of your presentation, for example, “As we wrap up/as we wind down the talk…”
• Restate the topic and purpose of your presentation – “In this speech I wanted to compare…”
• Summarise the main points, including their implications and conclusions
• Indicate what is next/a call to action/a thought-provoking takeaway
• Move on to the last section

5. Thank the audience and invite questions

Conclude your talk by thanking the audience for their time and invite them to  ask any questions  they may have. As mentioned earlier, personal circumstances will affect the structure of your presentation.

Many presenters prefer to make the Q&A session the key part of their talk and try to speed through the main body of the presentation. This is totally fine, but it is still best to focus on delivering some sort of initial presentation to set the tone and topics for discussion in the Q&A.

Other common presentation structures

The above was a description of a basic presentation, here are some more specific presentation layouts:

Demonstration

Use the demonstration structure when you have something useful to show. This is usually used when you want to show how a product works. Steve Jobs frequently used this technique in his presentations.

• Explain why the product is valuable.
• Describe why the product is necessary.
• Explain what problems it can solve for the audience.
• Demonstrate the product  to support what you’ve been saying.
• Make suggestions of other things it can do to make the audience curious.

Problem-solution

This structure is particularly useful in persuading the audience.

• Briefly frame the issue.
• Go into the issue in detail showing why it ‘s such a problem. Use logos and pathos for this – the logical and emotional appeals.
• Provide the solution and explain why this would also help the audience.
• Call to action – something you want the audience to do which is straightforward and pertinent to the solution.

Storytelling

As well as incorporating  stories in your presentation , you can organise your whole presentation as a story. There are lots of different type of story structures you can use – a popular choice is the monomyth – the hero’s journey. In a monomyth, a hero goes on a difficult journey or takes on a challenge – they move from the familiar into the unknown. After facing obstacles and ultimately succeeding the hero returns home, transformed and with newfound wisdom.

Storytelling for Business Success  webinar , where well-know storyteller Javier Bernad shares strategies for crafting compelling narratives.

Another popular choice for using a story to structure your presentation is in media ras (in the middle of thing). In this type of story you launch right into the action by providing a snippet/teaser of what’s happening and then you start explaining the events that led to that event. This is engaging because you’re starting your story at the most exciting part which will make the audience curious – they’ll want to know how you got there.

• Great storytelling: Examples from Alibaba Founder, Jack Ma

Remaining method

The remaining method structure is good for situations where you’re presenting your perspective on a controversial topic which has split people’s opinions.

• Go into the issue in detail showing why it’s such a problem – use logos and pathos.
• Rebut your opponents’ solutions  – explain why their solutions could be useful because the audience will see this as fair and will therefore think you’re trustworthy, and then explain why you think these solutions are not valid.
• After you’ve presented all the alternatives provide your solution, the remaining solution. This is very persuasive because it looks like the winning idea, especially with the audience believing that you’re fair and trustworthy.

Transitions

When delivering presentations it’s important for your words and ideas to flow so your audience can understand how everything links together and why it’s all relevant. This can be done  using speech transitions  which are words and phrases that allow you to smoothly move from one point to another so that your speech flows and your presentation is unified.

Transitions can be one word, a phrase or a full sentence – there are many different forms, here are some examples:

Moving from the introduction to the first point

Signify to the audience that you will now begin discussing the first main point:

• Now that you’re aware of the overview, let’s begin with…
• First, let’s begin with…
• I will first cover…
• My first point covers…
• To get started, let’s look at…

Shifting between similar points

Move from one point to a similar one:

• In the same way…
• Likewise…
• Equally…
• This is similar to…
• Similarly…

Internal summaries

Internal summarising consists of summarising before moving on to the next point. You must inform the audience:

• What part of the presentation you covered – “In the first part of this speech we’ve covered…”
• What the key points were – “Precisely how…”
• How this links in with the overall presentation – “So that’s the context…”
• What you’re moving on to – “Now I’d like to move on to the second part of presentation which looks at…”

Physical movement

You can move your body and your standing location when you transition to another point. The audience find it easier to follow your presentation and movement will increase their interest.

A common technique for incorporating movement into your presentation is to:

• Start your introduction by standing in the centre of the stage.
• For your first point you stand on the left side of the stage.
• You discuss your second point from the centre again.
• You stand on the right side of the stage for your third point.
• The conclusion occurs in the centre.

Key slides for your presentation

Slides are a useful tool for most presentations: they can greatly assist in the delivery of your message and help the audience follow along with what you are saying. Key slides include:

• An intro slide outlining your ideas
• A  summary slide  with core points to remember
• High quality image slides to supplement what you are saying

There are some presenters who choose not to use slides at all, though this is more of a rarity. Slides can be a powerful tool if used properly, but the problem is that many fail to do just that. Here are some golden rules to follow when using slides in a presentation:

• Don’t over fill them  – your slides are there to assist your speech, rather than be the focal point. They should have as little information as possible, to avoid distracting people from your talk.
• A picture says a thousand words  – instead of filling a slide with text, instead, focus on one or two images or diagrams to help support and explain the point you are discussing at that time.
• Make them readable  – depending on the size of your audience, some may not be able to see small text or images, so make everything large enough to fill the space.
• Don’t rush through slides  – give the audience enough time to digest each slide.

Guy Kawasaki, an entrepreneur and author, suggests that slideshows should follow a  10-20-30 rule :

• There should be a maximum of 10 slides – people rarely remember more than one concept afterwards so there’s no point overwhelming them with unnecessary information.
• The presentation should last no longer than 20 minutes as this will leave time for questions and discussion.
• The font size should be a minimum of 30pt because the audience reads faster than you talk so less information on the slides means that there is less chance of the audience being distracted.

Here are some additional resources for slide design:

• 7 design tips for effective, beautiful PowerPoint presentations
• 11 design tips for beautiful presentations
• 10 tips on how to make slides that communicate your idea

Group Presentations

Group presentations are structured in the same way as presentations with one speaker but usually require more rehearsal and practices.  Clean transitioning between speakers  is very important in producing a presentation that flows well. One way of doing this consists of:

• Briefly recap on what you covered in your section: “So that was a brief introduction on what health anxiety is and how it can affect somebody”
• Introduce the next speaker in the team and explain what they will discuss: “Now Elnaz will talk about the prevalence of health anxiety.”
• Then end by looking at the next speaker, gesturing towards them and saying their name: “Elnaz”.
• The next speaker should acknowledge this with a quick: “Thank you Joe.”

From this example you can see how the different sections of the presentations link which makes it easier for the audience to follow and remain engaged.

Example of great presentation structure and delivery

Having examples of great presentations will help inspire your own structures, here are a few such examples, each unique and inspiring in their own way.

How Google Works – by Eric Schmidt

This presentation by ex-Google CEO  Eric Schmidt  demonstrates some of the most important lessons he and his team have learnt with regards to working with some of the most talented individuals they hired. The simplistic yet cohesive style of all of the slides is something to be appreciated. They are relatively straightforward, yet add power and clarity to the narrative of the presentation.

Start with why – by Simon Sinek

Since being released in 2009, this presentation has been viewed almost four million times all around the world. The message itself is very powerful, however, it’s not an idea that hasn’t been heard before. What makes this presentation so powerful is the simple message he is getting across, and the straightforward and understandable manner in which he delivers it. Also note that he doesn’t use any slides, just a whiteboard where he creates a simple diagram of his opinion.

The Wisdom of a Third Grade Dropout – by Rick Rigsby

Here’s an example of a presentation given by a relatively unknown individual looking to inspire the next generation of graduates. Rick’s presentation is unique in many ways compared to the two above. Notably, he uses no visual prompts and includes a great deal of humour.

However, what is similar is the structure he uses. He first introduces his message that the wisest man he knew was a third-grade dropout. He then proceeds to deliver his main body of argument, and in the end, concludes with his message. This powerful speech keeps the viewer engaged throughout, through a mixture of heart-warming sentiment, powerful life advice and engaging humour.

As you can see from the examples above, and as it has been expressed throughout, a great presentation structure means analysing the core message of your presentation. Decide on a key message you want to impart the audience with, and then craft an engaging way of delivering it.

By preparing a solid structure, and  practising your talk  beforehand, you can walk into the presentation with confidence and deliver a meaningful message to an interested audience.

It’s important for a presentation to be well-structured so it can have the most impact on your audience. An unstructured presentation can be difficult to follow and even frustrating to listen to. The heart of your speech are your main points supported by evidence and your transitions should assist the movement between points and clarify how everything is linked.

Research suggests that the audience remember the first and last things you say so your introduction and conclusion are vital for reinforcing your points. Essentially, ensure you spend the time structuring your presentation and addressing all of the sections.

Presentation Guru

What makes a great business report presentation.

A large number of consultant report presentations fail to make an impact but it is fair to say, as Daniel Tay does in his very comprehensive guide, 25 Powerful Report Presentations And How To Make Your Own :

The elements that make a consultant’s report presentation great are almost the same that make any presentation great. At the end of the day, keep your audience at the centre, be creative and thoughtful of their needs; use design and visuals to your advantage and integrate them early on, not as an afterthought. And remember: Sometimes, less is more.

He has compiled 25 great examples from some of the world’s leading business consultancies to illustrate how to make an impact. What is particularly useful, is the way he has broken them down to demonstrate the key tips:

Make your Data Digestible

The less is more principle – use data to back your insights, rather than make the data the focus of the slide.

Clean Up Your Slides

Clean and simple slides remove distraction and place emphasis on your message.

Choose the Right Fonts

A good rule of thumb in your report presentation is to use clear, minimally-styled fonts so your message doesn’t get lost in a web of visual distraction.

Make Use of Visuals

Good, relevant visuals amplify your message because they elicit emotional responses, helping your audience retain key points.

Stay organized

A clear flow to the presentation – perhaps even with a tracking tool on each slide to follow progress – will help the audience’s retention rate.

Speak TO Your Audience – Not AT Your Audience

Using an active voice connects better with the audience. And the use of poll questions keeps your audience engaged. For some suggestions on useful tools to use, go to 5 More Ways to Get Instant Feedback from your Audience

Break it Down

Breaking down your solution step-by-step is the best way to increase the effectiveness of your presentation.

Give Actionable Insight

Personalise it to give tailored advice to the stakeholders. What makes a great consultant is his or her ability to go beyond surface data to give clients real, actionable insight.

Keep it Short and Sweet

Bitesize can still be meaty. Remember, quality over quantity.

Don’t Forget to Take Credit

Your photo will help them remember who you are.

You can check out all the great examples at  25 Powerful Report Presentations And How To Make Your Own.

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Home Blog Business Consulting Report: How to Write and Present One

Consulting Report: How to Write and Present One

Consultants have many tools of the trade at their disposal — frameworks, analytics dashboards, data science models, and more. Yet many clients still expect to receive a narrated consulting report. So how do you write one? This guide will show you. 

What is a Consulting Report?

A consulting report is a high-level summary of the findings and recommendations a consultant provides for the client. In essence, it’s a long-form document, detailing the background of the research, methodology, and key findings, along with the recommended course of action. Consultancy reports are often followed up by a complimentary presentation, aimed at introducing your research methods and persuading the client of the validity of your recommendations and follow-up execution steps. 

The MIT further states that: 

“Consulting reports are written by outside experts for groups or organizations that do not have the time or the expertise to treat the subject or problem. Hence, a consulting report may present experimental work on a problem defined by a client.”

In other words, consulting research shines extra light on specific problems your client is facing and suggests the expertise to solve them. 

Consulting Report Examples 

From marketing and finance to public relations and sustainability, consultancy is performed across various domains. Respectively, the form and content of consulting documents also differ a lot. To give you a baseline of a consulting report structure, we’ve lined up several examples from top consulting firms, including:

McKinsey Consulting Report Example

Bcg consulting report presentation example, student consultancy report example.

This in-depth consulting memo from McKinsey follows a narrative structure. It opens with a compelling executive summary, followed by the main body of research, organized in four main sections. Since this is a briefing document, the group rounds up the report with a future outlook, rather than a list of traditional recommendations, prompting the reader to dwell further on the importance of the discussed issues.

This presentation by the BCG team for the New York State Housing authority is a fine specimen of a recommendation report template many other industries can follow. Simple, on-point, and highly effective, the presentation succinctly summarizes the scope of research, lists the key research methods, and then dives into describing the main findings and recommendations. 

For those still at school, the above consulting report template could serve as a nice reference point for writing professional, in-depth consulting reports. This report errs on the longer side (since it’s also an academic paper submission) and includes comprehensive information on the client, research objectives, methodology, findings, recommendations, and limitations. In business settings, most reports tend to run shorter, however. 

How to Write a Consulting Report: a Bottom-Up Approach 

Anyone working in management consulting or studying in this field will need to master the art of writing business consulting reports. After all, much of your work will be tied directly to discerning those documents to your firm’s clients. 

Yet while you might be a top-notch analyst and strategic thinker, writing may not be your forte. Soundly, it’s a skill you can master with some practice. This section will show you how to write a consulting report from scratch. 

How Do You Format a Consultant Report?

A consulting report should provide a logical flow of information and give clear, coherent answers to the client’s questions. One of the most optimal consulting report formats is this one:

• Consulting report cover
• Executive summary 
• Background 
• Key facts and business context 
• Findings 
• Recommendations
• Appendices (if any) 

Most consulting report templates follow a variation of this structure. 

1. Start From the Background Section 

The easiest way to get started is by putting down a background section first. Why? For several reasons. First, this is the type of information you receive the earliest into the client’s project. So you can always write it down beforehand. 

Secondly, by writing the background section first, you once again refresh the main problem you were hired to solve and the methods you’ve used. Then you can always get back to this section to double-check if you have properly addressed the stated problems and assumptions in other sections. The background section of a consultant report has to answer the following questions: 

• What is the project scope?
• Who and why commissioned the project?
• What were the initial assumptions?
• What type of data/assumptions were excluded?
• Who was involved in the project (from both sides)?
• Who is the author of the report?
• What research methods were used? 

2. Highlight the Key Facts

It’s no secret that your readers are busy executives. Most will skim through the recommendation report before finding the time for a proper read-in. Thus, your goal is to put the most important gist right in front of them.

One of the easiest formatting techniques for that is doing three standout sections:

• Executive summary — a standard high-level summary of the main findings. 
• Main facts — a featured section with quantifiable stats and facts about the project. 
• Key recommendations — main takeaways and next steps for the reader.

Pro tip: Use data visualizations — charts, graphs, etc. — to highlight the main data points graphically and showcase the correlations between them.

Recommended template: Infographic Dashboard Elements PowerPoint Template

3. Work on the Findings Sections

“Findings” are the “meatiest” part of your report. This section should introduce solutions to the client’s specific problems. Plus, explain the reasoning and logic behind your research. 

One thing many new consultants struggle with is making the findings sections coherent and logically organized. If that’s your case, try the MECE technique . 

Mutually Exclusive, Collectively Exhaustive (MECE) was invented by Barbara Minto, one of the first female consultants at McKinsey, an expert in effective communication, and also the author of Pyramid Principle .

“The great value of the technique is that it forces you to pull out of your head information that you weren’t aware was there, and then helps you to develop and shape it until the thinking is crystal clear. Until you do that, you can’t make good decisions on slides or video.” Barbara Minto

The MECE structure helps you ensure that within any bucket of data (e.g. one finding) all the information is:

• Mutually exclusive (ME) — neither set overlaps with one another. 
• Collectively exhaustive (CE) — neither set has obvious omissions or information gaps.

The easiest way to verify that all your findings are MECE is to create a decision tree diagram for the main sections and use it as a reference when writing. 

4. Create a List of Recommendations 

Recommendations should be very concrete, succinct “next steps” for the client. Think of them as report takeaways — one-liners anyone can easily remember and retell to another stakeholder.

Here are several effective formulas for framing your recommendations in a management consulting report: 

• To help you with X, we recommend Y, because of Z. 
• Data showed us that issue X, related to goal Y, can be solved with the Z approach. 
• We used [tool/approach/tech] X to analyze issue Y, and recommend Z as the optimal course of action. 

5. Work on the Executive Summary 

Finally, get back to the executive summary. Writing it last (after completing other sections) makes the job easier since you just have to cherry-pick the most important findings and recommendations. Then bring them up to the beginning of the copy. 

One good technique to try for writing an executive summary is the BLUF method . Short for bottom line up front, this communication technique developed by the military prompts you to put the most important details first, then elaborate via secondary information.

Here’s an example of McKinsey executive report summary using this technique:

Productivity Tip: If you are preparing a consulting report presentation, then the executive summary templates provided by SlideModel can be helpful.

Need more tips? Check our separate guide to writing and presenting an executive summary . 

Recommended business consultant report templates:

• PEST analysis template
• McKinsey 7S diagram 
• Problem-solving stages

How to Present a Consulting Report 

In most cases, you’ll not just hand in the report to the client, but will also do a short presentation, summarizing the main findings. Here’s how to prepare for it. 

1. State the Background/Context First 

Peter Block, a veteran consultant and published author, writes in “ Flawless Consulting ” book that:

The consultant’s primary task is to present the picture — this is 70 percent of the contribution you have to make.

Most clients want to understand their business position at present (as-is state) and see the big picture of reaching the desired to-be state — aka a point where their main goal(s) is fulfilled. 

As a consultant, you have to connect these two points for them. So first articulate the problem very clearly. Explain why the client is in the current state and why they must act now. Back your claims with relevant data points. 

Peter Block recommends selecting data in the following manner: 

• The client can change these 
• The metrics are important to the organization 
• The company already works to improve these metrics (at least to some extent) 

2. Demonstrate What Can Be Done 

The goal of your recommendations report presentation is to make the client trust your judgment and follow-up on suggestions. Then persuade them what the recommendations you are proposing will do good for their business.

One of the most efficient presentation techniques, in this case, is modeling different scenarios. For example:

• Before/after implementing recommendations 
• Alternative paths — present multiple options and scenarios 
• Likely outcomes e.g. If/then for different recommendations 

During this part of your presentation, your goal is to show the audience “what you would have down in their shoes”. 

3. Elaborate On Your Strategy 

To overcome doubts and initial resistance, you not just need to show the client that this is a solid way forward but also explain the rationale behind it. What you want to do is find out what is bothering them and then address those issues in your presentation.

Specifically, you need to explain why your recommendations are not just plausible but warranted. So allocate several slides in your consulting report presentation towards explaining your:

• Methodology
• Frameworks 
• Tools and technology 

In each case, focus on communicating the rationale behind your decision-making. Then, once again, highlight how your findings/recommendations will help the client reach their goals. 

Close your consulting presentation with a compelling slide, showing the outcomes they can gain if they choose to go with your recommendations. 

To Conclude 

Consulting work can get hectic at times. Not only do you need to have strong analytical skills, but also double as a persuasive public speaker when it comes to communicating the strategy to clients. On the other hand, consulting work is also tremendously rewarding — the recommendation reports and presentations you produce can change the odds for the success of many businesses. And the better you learn to communicate the value of your consulting work in writing, the more thought-after consultant you become!

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Boston Consulting Group, Business Presentations, Consulting, Executive Reports Filed under Business

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How to Write a Project Report (with Best Practices Templates for Microsoft 365)

Key Take Aways

What you’ll learn:

• How AI can enhance project reports with predictive analysis and actionable insights
• A 7-step checklist for making sure that your project reports are easily accessible and consumable by stakeholder
• The importance of using project management software for streamlining project reporting, especially in the age of remote working
• Why you should use the Microsoft 365 platform for project reporting and some out of the box examples from BrightWork 365

By: Shubhangi Pandey | Published on: Mar 14, 2024 | Categories: BrightWork 365 , Microsoft 365 , Project Reporting | 0 comments

In an age where remote work is becoming the new every day and data-driven decision-making is more crucial than ever, project reporting has become more than a managerial obligation. It’s an art and a science that combines traditional project tracking with modern metrics and advanced data visualization.

This guide will walk you through seven essential steps to craft a project report that informs and engages your stakeholders. We’ll explore the role of AI in project management, delve into the importance of remote work metrics, and discuss cutting-edge data visualization tools that can make your reports more insightful.

Whether you’re a seasoned project manager or just getting started with project management basics , these steps will help you write a project report that adds value to your organization’s knowledge base for future projects.

Why are Project Management Tools Vital for Report Writing?

The importance of robust project management tools for effective report writing cannot be overstated. Here’s why:

• Centralization : Project management tools are a central hub for all your project data, streamlining project management and reporting processes.
• Efficient Tracking : These tools make it easier to monitor work progress during the monitoring phase of project management , helping you stay on top of tasks and milestones.
• Risk Identification : Advanced features enable you to spot potential risks early, allowing for proactive management.
• Stakeholder Communication : Keep all stakeholders in the loop with real-time updates and comprehensive reports.
• Data Visualization : Utilize features like Power BI to transform raw data into insightful visuals, aiding in better decision-making.
• Custom Reports : Depending on organizational needs, create specialized reports that offer in-depth analysis and recommendations upon project completion.

The Evolution of AI in Project Management Tools for Report Writing

When crafting an impactful project report, your tools can be a game-changer. And let’s talk about the elephant in the room: Artificial Intelligence. AI is no longer just a buzzword – it’s a reality transforming project management and reporting.

According to a systematic literature review published in MDPI , AI’s role in project management is increasingly significant, offering advanced capabilities like predictive analytics and risk assessment.

The Power of Predictive Analytics

These advanced AI tools centralize your project data and offer predictive analytics, risk assessment, and automated insights that can be invaluable for your report. Like Power BI revolutionized data visualization, AI algorithms can sift through massive amounts of data to highlight trends, predict risks, and recommend actions.

Making AI Accessible for Every Project Manager

Imagine reporting on what has happened and providing stakeholders with insights into what could happen. It’s like giving your project report a crystal ball. And don’t worry – embracing AI doesn’t mean you have to be a tech wizard. Many modern project management tools benefit from built-in AI features. 

A thesis from DiVA portal explores the implementation of AI in project management and its impact on working personnel, indicating that AI is becoming more accessible and user-friendly.

The Future of Data-Driven Decision Making

AI’s capabilities equip stakeholders with data-driven insights for strategic decisions. It’s not just about tracking work and identifying risks anymore – it’s about forecasting them and offering actionable solutions. Welcome to the future of project reporting.

Types of Project Reports and Their Formats

Understanding the types of project reports you need to create is crucial. Whether it’s a project summary report, a project health report, or a project completion report, each serves a unique purpose and audience.

Knowing the format, whether a pie chart, bar chart, or complete chart, can also help present the data effectively. Writing a report is a valuable opportunity to evaluate the project, document lessons learned, and add to your organization’s knowledge base for future projects.

Data Visualization: Modern Tools and Techniques

Data visualization has come a long way from simple pie charts and bar graphs. With the advent of AI, we now have tools that can display and interpret data. Think of AI-powered heat maps that can show project bottlenecks or predictive line graphs that forecast project completion based on current trends.

Techniques for Effective Data Presentation

Modern data visualization techniques like interactive dashboards, real-time data streams, and even augmented reality (AR) representations are making it easier than ever to understand complex project metrics. These aren’t just for show; they offer actionable insights that can significantly impact project outcomes.

Making Data Visualization Accessible

The best part? These advanced visualization tools are becoming increasingly user-friendly. You don’t need to be a data scientist to use them. Most project management software now integrates seamlessly with these tools, making it easier than ever to incorporate advanced data visualization into your regular reporting.

The New Normal of Remote Work

In today’s digital age, remote work is becoming the new normal. As project managers, adapting our reporting techniques to this changing landscape is crucial.

Critical Metrics for Remote Teams

When it comes to remote teams, some metrics become even more critical. Think along the lines of ‘Remote Engagement Rate,’ ‘Digital Communication Effectiveness,’ and ‘Virtual Team Collaboration.’ These KPIs offer a more nuanced understanding of how remote teams are performing.

Tools for Tracking Remote Work Metrics

Fortunately, modern project management tools have features specifically designed to track these remote work metrics. From time-tracking software to virtual “water cooler” moments captured for team morale, these tools make remote work measurable in ways we couldn’t have imagined a few years ago.

Project Timeline and Milestones

A well-defined project timeline and key milestones are essential for any project. They not only help in keeping the project on track but also provide a basis for decision-making. 

Project management software can automate this process, ensuring that reports are always up-to-date. Try the steps outlined below for writing better project reports.

Manage Projects with Microsoft 365, Power Platform, and Teams

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How to Write a Project Report

Writing an effective project report is crucial for evaluating the project’s health, keeping stakeholders informed, and setting the stage for future projects. Here are seven steps to guide you through the process.

1. Decide the Objective

Take some time during the project management initiation phase to think about the purpose of the report. Do you need to describe, explain, recommend, or persuade? Having a clear goal from the outset ensures that you stay focused, making engaging your reader easier.

Understanding the objective is the cornerstone of effective project reporting. Whether crafting a project summary report or a detailed project performance report, aligning your content with the aim will make your report more coherent and actionable.

This is also the stage where you decide the key milestones and metrics to highlight in the report.

2. Understand Your Audience

Understanding your audience is crucial for crafting a report that resonates. Whether you’re writing for stakeholders or team members, the language, data, and visuals should be tailored to their preferences and needs.

• Language & Tone : Consider the communication style of your audience. Is a formal or informal tone more appropriate? Tailoring your language can build rapport and make your message more impactful.
• Data & Graphics : Choose the types of data and visual aids that will most effectively convey your message to your specific audience.
• Personal Preferences : Pay attention to how your audience typically communicates, whether in emails or other documents and try to mirror that style.
• Report Format : Different stakeholders may require different levels of detail. A project manager may want an in-depth analysis, while a sponsor only needs an executive summary.
• Audience Personas : Utilize audience personas to guide the tone, style, and content, ensuring your report caters to the diverse needs of all project stakeholders.

3. Report Format and Type

Before you start, check the report format and type. Do you need to submit a written report or deliver a presentation? Do you need to craft a formal, informal, financial, annual, technical, fact-finding, or problem-solving report?

You should also confirm if any project management templates are available within the organization.

Checking these details can save time later on!

Different types of project reports serve other purposes. A project status report provides a snapshot of where the project is, while a project health report dives deeper into metrics. 

Make sure to consider the medium – will this report be a PDF, a slideshow, or an interactive dashboard? The format can significantly impact how the information is received.

4. Gather the Facts and Data

Including engaging facts and data will solidify your argument. Start with your collaborative project site and work out as needed. Remember to cite sources such as articles, case studies, and interviews.

To build a compelling case in your report, start mining your collaborative project site for crucial metrics like project milestones, resource utilization, and project health. Supplement this with additional data from external sources like articles and case studies. 

Utilize data visualization tools like pie charts or bar graphs to make complex information easily digestible. Ensure the data is current to maintain the report’s credibility and remember to cite your sources for added reliability.

5. Structure the Report

How you arrange your report is pivotal in how well your audience can digest the material. A logically organized report improves readability and amplifies its impact in delivering the core message.

Your report should have a natural progression, leading the reader from one point to the next until a decisive conclusion is reached. Generally, a report is segmented into four key components:

• Opening Overview: This is the first thing your reader will see, and it’s usually crafted after the rest of the report is complete. Make this section compelling, as it often influences whether the reader will delve deeper into the report.
• Introduction: This section sets the stage by offering background information and outlining the report’s cover. Make sure to specify the report’s scope and any methodologies employed.
• Body: Here’s where your writing prowess comes into play. This is the meat of the report, filled with background, analyses, discussions, and actionable recommendations. Utilize data and visual aids to bolster your arguments.
• Final Thoughts: This is where you tie all the report’s elements together in a neat bow. Clearly state the following steps and any actions the reader should consider.

6. Readability

Spend some time making the report accessible and enjoyable to read. If working in Word, the Navigation pane is a great way to help your reader work through the document. Use formatting, visuals, and lists to break up long text sections.

Readability is not just about the text but also about the visual elements like pie charts, bar colors, and even the background color of the report. Use these elements to break the monotony and make the report more engaging. Also, consider adding a table of contents for longer reports to improve navigation.

The first draft of the report is rarely perfect, so you will need to edit and revise the content. If possible, set the document aside for a few days before reviewing it or ask a colleague to review it.

Editing is not just about correcting grammatical errors – it’s also about ensuring that the report aligns with its initial objectives and is tailored to its audience. Use this stage to refine the report’s structure, clarify its key points, and eliminate any unnecessary jargon or technical terms to the reader’s understanding.

Automate and Streamline Project Reporting with Microsoft 365

Project reporting can often be a laborious and time-consuming task. Especially on a project where there are so many moving parts and different people involved, getting a clear picture of what’s going on can be pretty tricky.

That is why we recommend moving to a cloud-based solution for project management and reporting – and you might have guessed it: we recommend Microsoft 365! If you’re considering SharePoint, check out our build vs buy guide.

Why use Microsoft 365 for project reporting?

There are many benefits to using Microsoft 365 as the platform for your project management reporting, including:

• Centralizing your project management and reporting on Microsoft 365 brings your project information into one place, so you can automate reporting and save time. If you’re still using excel for project management , here’s why you should consider switching.
• You can access configurable and filterable reports based on the audience by leveraging the available reporting mechanisms in Power Apps, Power BI, and Excel. Everyone can see the information in the way they need.
• Linked into the Microsoft 365 ecosystem, reports can appear in Power Apps, Power BI, exported to Excel, emailed in Outlook, or seen in MS Teams, so reports are available wherever the audience is working.
• Having project data maintained in a single platform means that project reports are always up to date. No more chasing up PMs or team members for the latest document version!

5 Ways you can use BrightWork 365 for Project and Portfolio Reporting

BrightWork 365 is a project and portfolio management solution for Microsoft 365 and the Power Platform. Here are five ways you can leverage BrightWork 365 and Microsoft 365 for more efficient project reporting:

1. Capture Project Status Reports in a few minutes

BrightWork project sites have a “Status” tab where the project manager can capture what is happening. This is not a status report but a place for the PM to log the current status.

2. Track the project schedule with Gantt

3. Get High-Level Visibility into Programs and Portfolios

BrightWork 365 enables a hierarchy for your project management – with Portfolios being the highest level. For example, a portfolio may house all the projects in a company.

4. Surface Risks and Issues across all projects

One of the most critical elements for senior executives and project stakeholders is being aware of the project risks, especially understanding any issues that arise quickly.

5. Leverage Visual and Interactive Reports

The type and format of a report often depends on the audience. For example, senior executives often want the high-level details of a project. That’s where BrightWork 365 Power BI Dashboards come in.

Spend less time on your project reports with BrightWork 365

Streamline your project reporting process with BrightWork 365, a tool to centralize and automate your project data. Whether you prefer real-time dashboards or scheduled email reports, BrightWork 365 adapts to your needs, eliminating the tedious aspects of project reporting. Consider the following:

• Centralization : BrightWork 365 consolidates all project information into a single platform, making it easier to manage and report.
• Real-Time Reporting : As data is updated, reports are generated in real-time, ensuring you always have the most current information.
• Flexible Access : Reports can be accessed through various methods, including logging in to view customizable dashboards or receiving scheduled email summaries.
• Efficiency : The tool automates the reporting process, freeing time and reducing manual effort.

Conclusion: The Future of Project Reporting

Project reporting has undergone a significant transformation, thanks partly to technological advancements like Microsoft 365 and BrightWork 365 . As we’ve discussed, it’s not just about tracking tasks and milestones anymore. 

Today’s project reports are data-rich, AI-enhanced documents that offer predictive analytics and actionable insights. They also cater to the unique challenges and KPIs relevant to remote teams.

As we look to the future, we can expect even more advancements in project reporting technology. However, the core principles of clear objectives, a deep understanding of your audience, and a well-structured format will remain constant. 

By adhering to the steps outlined in this guide, you’ll be well-equipped to adapt to new tools and technologies, ensuring that your project reports remain valuable for decision-making and strategic planning.

Editor’s Note: This post was originally published in September 2016 and has been updated for freshness, accuracy, and comprehensiveness

Image credit 

Shubhangi Pandey

Shubhangi is a product marketing enthusiast, who enjoys testing and sharing the BrightWork 365 project portfolio management solution capabilities with Microsoft 365 users. You can see her take on the experience of the template-driven BrightWork 365 solution, its unique project management success approach, and other personalized services across the site and social channels. Beyond BrightWork, Shubhangi loves to hunt for the newest Chai Latte-serving café, where she can read and write for hours.

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Presentation vs Report Writing: What’s the Difference?

By: Author Shrot Katewa

I was sitting at my desk today while I stumbled upon a question by one of our patrons. It got me thinking if there was ever a difference between a Presentation and Report Writing? So, I did some research, and here’s what I found out!

The main difference between a Presentation and Report Writing is that a report is usually fairly extensive and gives a detailed account of the information on a particular topic. Whereas, a presentation is mostly a synopsis which highlights the key points that are important for the audience.

Since one of the key objectives of both – a presentation and a report is to give information to its intended audience, people often tend to confuse between the two. So, let’s understand the nuances in further detail.

Key Differences between Presentation and Report Writing

In order to make sure that we don’t end up creating an incorrect document the next we are tasked with an assignment, it is important for us to understand the differences between a presentation and report writing.

As I mentioned earlier, one of the purposes of both a presentation and a report is typically to provide insights or useful information about a certain topic.

However, the purpose of creating a presentation is to share information in a short period of time; usually not more than 15-20 minutes. Thus, it ends up being a synopsis of a topic rather than giving a detailed account on a particular topic.

Report Writing on the other hand goes into the intricacies involved within a particular topic.

For a research oriented report writing, the purpose of the report is often to capture the detailed account for the research conducted including (but not limited to) purpose of the research, methodology adopted for conducting research, observations and findings, discrepancies (if any), and the conclusion.

Writing a report often scientific approach and requires a technical understand of the subject.

2. Depth of Information

Another difference between a report and a presentation is the depth of information that is shared in the two types of documents.

As mentioned in the previous point, a report goes in great depth capturing the thought behind almost every single action taken by the researcher; thereby giving an in-depth understanding on the topic.

A presentation on the other hand picks up key pieces of information and aims to provide very specific details usually in the interest of the available time of the audience.

A typical example of a report would be a corporate annual report which explains the details of actions taken by the organisation and how it performed. This information is shared across multiple paragraphs usually accompanied by a table giving the performance details. Whereas, a presentation of the annual report only summarizes the key points on the performance of the company throughout the year.

3. Information Delivery

Another major difference between a presentation and report writing is the mode of information delivery.

Since a presentation is a piece of summarized information, it requires a person to share additional information while delivering the presentation. A presentation mostly contains visual cues along with a few points on each slide, which is accompanied with a talk given by an individual giving the presentation.

A presentation can be given in-person to a small group of people or even to a few hundred individuals in a large auditorium. Alternatively, a presentation can also be delivered online to several thousands of people across the globe using different softwares.

A report on the other hand doesn’t necessarily require to be presented. Since it contains detailed information, it can be independently read by people at their comfort.

Reading a report can take time as it is often spread across several hundreds of pages.

4. Method of Engaging the Audience

Yet another difference between a presentation and report writing is the manner in which it engages its audience.

A presentation depends upon the skill of the presenter to engage the audience. A person giving a presentation not only needs to make the presentation visually appealing, it also requires the presenter to entertain the audience by means of story-telling and humor (as deemed necessary) while delivering the presentation.

A report on the other hand depends on the capability of an individual to command a language to engage its readers. It needs the person writing a report to have a good grasp of the language in order to describe the information accurately and as briefly as possible while holding the interest of the audience.

In a research study done in order to compare the understanding capability of science students based information consumed in the two formats – Presentation versus Report format , it was observed that students understood the topic better when it was explained through a presentation rather than a report.

Perhaps, one can conclude that presentation is usually more engaging than a detailed report.

5. Skills Needed

Lastly, another difference between a presentation and report writing is the skills needed for each of the two activities.

Creating an effective presentation requires not only design skills, but also mastering the art of giving presentations! While the task of designing a presentation can often be outsourced, the knack of picking the correct topics to be covered in the presentation can’t be outsourced and is dependent on the presenter.

As a presenter, you don’t necessarily need to have great writing skills, but you surely need to know the art of story-telling, and leverage this for giving a presentation.

On the other hand, report writing requires creative (sometimes technical) writing skills. One also needs to be analytical.

How to Choose between a Presentation and a Report? Which is Better?

Choosing between creating a presentation or writing a report can be a difficult task for some. But, not being able to do so correctly can often lead to drastic (sometimes even embarrassing) circumstances.

Here are a few questions that you should ask yourself before starting creating a presentation or writing a report –

• How much time do I have with my audience? If you have only about 20 to 30 minutes with you audience to share the required information, it is perhaps better to give a presentation than to write a report. A report (unless written in less than 10 pages), will usually take more than this much time to be completely understood.
• Does your intended audience prefer to read or to hear/watch? People have their own preferences when it comes to consuming information. Some people like to read, while others prefer hearing or visual comprehension to gain knowledge. Be sure to ask them their preference, and make your decision accordingly.
• What are you good at – Presentation or Report Writing? If the above two questions are not important or if your audience doesn’t have a preference, a good way to start would be to focus on your strengths. Ask yourself – what are you more comfortable with? Is a creating and delivering a presentation? Or, is it writing a report? Make a decision based on your capability. A little introspection can definitely go a long way in helping you choose the right direction.

How to Create an Attractive Presentation?

If you end up deciding to go down the presentation route, then we’ve got you covered.

The main objective of this site is to help you create better presentations!

Thus, be sure to check out a few other posts on this website that provide little ninja tips on how you can make your presentations attractive in a few easy steps!

A good place to start would be by reading this post –

7 EASY tips that ALWAYS make your PPT presentation attractive (even for beginners)

Don’t hesitate to reach out to us if you have any specific questions. We would love to help you create better presentations!

Final Thoughts

As we understood in this article, even though delivering a presentation and report writing have a similar objective of sharing interesting information, they both have their differences.

Knowing what mode of information sharing to choose can often be critical. Thus, I hope this post has helped you understand some of the key differences between the two and how to choose whether to create a presentation or write a report.

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Progress Report: How to Write, Structure, and Make Project Progress Visually Attractive

Picture this: Days or weeks into a project, your supervisor asks for a progress report.

Depending on your experience with writing progress reports, you might respond with readiness, anxiety, or confusion. Where do you begin? How do you know you’ve created a satisfactory or even amazing final report? Fear not—the expert team here at Piktochart is here to help.

In this progress reporting guide, we’ll not only give you top tips on how to write a successful report but additionally provide you with progress report templates and checklists to keep you focused on the important stuff. We begin, of course, with the all-important question anyone from a newbie to even a seasoned professional might have: “What is a progress report?”

Table of contents:

What is a progress report, why is a progress report important.

• How to write a progress report
• How to structure a progress report
• Free progress report templates you can edit right away

Progress report checklist

In case you prefer watching over reading, feel free to check out the video summary of this blog post:

A progress report is exactly what it sounds like—a document using simple and straightforward language that explains in detail what has been achieved and what else is needed for project completion. Essentially this document is a status update before the final report, outlining tasks completed by a team member, project manager, or team, along with what else needs to be done.

W hether you need to provide daily progress reports or even quarterly progress reports, this asset outlines the activities you’ve carried out, the tasks you’ve completed, and the milestones you’ve reached vis-à-vis your project plan .

Depending on the scope and complexity of the project, you might need to give a progress report weekly or monthly or for every 25% project milestone.

In terms of audience, a progress report is typically written for a supervisor, colleague, or client. Progress reports can be written from the perspective of one person as well as an entire team or department.

Throughout your career, you’re likely to be creating more reports than you can count (challenge for you: count them and find how many resources you’re using!).

Perhaps you find yourself spending more time crunching data and plugging numbers into graphs than actually working.

Reports don’t have to be as time-consuming as they often are. Progress report templates are time-savers! Get your free Piktochart account so you can follow along as we share more templates below.

We also tapped into the brilliance of Kevan Lee of Buffer in this interactive content experience to help you with your progress report projects.

Dive right in here, and learn some reporting hacks from Kevan .

Sometimes it might feel like writing about your progress in detail is redundant, especially when you’ve been regularly communicating with your supervisor, teammates, and client throughout the course of the project. Like any project manager, you probably think there are more important things to work on.

But this type of professional report is actually quite useful for several reasons.

1. It gets everyone on the same page

Each person who receives a copy of the report will know what has been accomplished and what is remaining. This prevents confusion about what has been or has yet to be done. Additionally, it provides proof and data about the respective project that can be cited and sourced if and when questions arise in the future.

2. Writing progress reports facilitates collaboration

This is especially important when different teams or departments work together. Knowing what another team is prioritizing helps prevent working in silos and also reduces task redundancy. Additionally, progress reporting helps a team identify areas where it can offer help or collaborate with others.

When teams can track progress on where other teams are on the project timeline, project managers get a better idea of the current status. They can reassign resources to make sure everyone is on track to hit the deadline for the current project, which can be tricky if you’re managing remote teams .

If you’d like to learn more about how you can work together with your team on a report, sign up for a free Piktochart account and try our online report maker .

3. It improves transparency and accountability by providing a paper trail

When you submit your report, you’ve placed on record that you’ve accomplished a task or explained why your results were different than expected. Once the document has been accepted, it becomes part of the project’s official documentation.

So, just in case someone accuses you in the future of failing to accomplish a task or not reporting a problem, you can point to the progress report as proof that you did so.

On the flip side, if your project ever gets nominated for an award, you can be sure validators will come seeking documents that explain how the entire thing was accomplished.

4. It improves project evaluation and review

Next time you plan for a project, your team can examine documents, including progress reports, of previous projects to find out what was done right, what went wrong, and what can be improved.

Previous reports can shed light on systemic issues, loopholes, and other causes of delay or failure—both internal and external—that must be avoided or resolved.

5. It provides insights for future planning

When the supervisor knows what tasks have been accomplished, he or she can focus on monitoring progress toward the next stages of the project.

When a report shows that delays have occurred, the supervisor is able to investigate the problems that hindered progress and take steps to prevent them from happening again in the future.

The supervisor will also be able to adjust the project timeline if absolutely needed or instruct teams to double down.

Ultimately, all the valuable insights from the project documentation can increase the chance of success for future projects.

Here is a progress report format example:

How to write progress report s

Have you ever found yourself stuck tapping your pen or staring at a blinking cursor, unable to begin writing?

Writer’s block is not an unusual experience when creating progress reports, especially for those whose jobs typically don’t involve drafting a long document or creating a formal report.

One reason people may find it difficult to write these reports is the thought that they’re not ‘writers.’ Yet, this is simply a negative mindset.

Reports don’t require sophisticated language—in fact, the simpler, the better.

Here are some writing tips on progress reporting:

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1. Think of it as a Q&A

Before you start worrying about your reporting frequency and whether you should provide monthly reports or weekly reports, take a step back and focus on the purpose of the report itself.

In essence, the reporting process comes down to Q&A; you’re answering key questions about your progress. Imagine your manager, colleagues, or client asking you their most important questions, and you’re simply providing them with answers on the project status.

For example, let’s say that you’re organizing a weekend fair with food stalls and music and that you’re put in charge of food concessions.

The project plan might require you to have secured letters of intent (LOI) from at least 10 businesses by the end of the first month.

Your progress report would then outline the companies or entrepreneurs who have sent LOIs, including a description of their businesses and plans for their food stalls. If talks are in progress with other businesses that haven’t yet sent LOIs, you can include that and explain when they’re expected to send in their letters.

On the other hand, if you haven’t met your target, you’d have to explain why but also narrate the efforts you have exerted and the expected timeline for achieving the desired results.

2 . Use simple and straightforward language

This doesn’t mean you can’t use technical jargon.

For example, if you’re in the construction business, you don’t have to avoid using terms like “tender” or “variation” or “risk management.”

But otherwise, speak plainly. Use clear and concise language.

One misconception in business writing is that complexity impresses. In truth, it only causes confusion. Fact is, being able to speak plainly about your subject indicates that you understand your subject matter inside out.

Let’s get specific. One thing that makes business documents dreary is the transformation of verbs into nouns—just like I did there.

If we had to rephrase that to keep the verb, we’d write, “transforming verbs into nouns.” It sounds simpler and gets to the point.

3 . Avoid using the passive voice where possible

Sometimes, you can’t avoid using the passive voice in formal documents that prohibit the first-person point-of-view. But when done well, it helps to make your progress reports more relatable.

Going back to the food concession example, a passive sentence would read: “Research on potential food concessionaires was carried out.”

To make that sentence active, give it an actor (which is the team in this case), as in: “The team researched on potential food concessionaires.”

4. Be specific

A study published in the Journal of Cognitive Neuroscience found that when you use concrete words, you tend to engage both the left and right parts of the brain, while the right region tends to remain unstimulated by abstract words.

While the jury is still out on exactly how word meanings are represented in the mind, we can agree that the phrase “a merry sound” doesn’t stir the imagination as much as “tinkling bells”.

“A hot day” doesn’t activate visual imagery as much as “a melting popsicle” does. When a reader’s mind is stimulated by words, it’s less likely to drift off.

Taking the previous example, “researched on potential food concessionaires” doesn’t evoke a visual image. Meanwhile, “built a list of 50 potential food concessionaires” is more concrete, especially when you add details of what food items might be sold.

5. Explain jargon if needed

This depends on who will be reading your progress reports, and if you’re using very specialized jargon that only members of your team would be familiar with.

For example, in a report written by a construction team addressed to the project manager , construction jargon could be used as the recipient obviously understands it.

6. Spell out acronyms when they first occur in the document

Don’t assume that every single person reading the report will understand all the acronyms you use without you spelling them out.

For instance, in construction work, SWMS should first be spelled out as “safe work method statement”. ‘Pre-starts’ should be spelled out as ‘pre-start checks’. So in your report, it would look like this: “safe work method statement (SWMS)”, then all subsequent references are free to just be SWMS.

7. Stick to facts

Avoid providing an opinion, unless it’s part of the project.

For instance, your task might be to analyze data and offer your interpretation and prediction. In that case, you can offer your speculation and point of view, as long as you have evidence to back you up.

8. Use graphics to supplement the text

Avoid writing down a long series of numbers in a sentence. Try using different types of graphs , tables or charts, especially when dealing with a series of numbers.

Here at Piktochart, we have many progress report templates, and the hiring progress report below is a great example.

When using graphs or charts, try out several types to determine which ones best present your data. You might use a bar graph , pie chart , line graph , or even scatter plot . When doing so, though, spend time distinguishing different data sets from the others by using labels and colors.

Don’t worry if this sounds daunting—there are plenty of software that can help you visualize data , including the most basic examples, MS Excel and Numbers for Mac.

How to structure progress report s

You may still be wondering about the exact process of how to write a progress report. Armed with all of these practical tips, how do you put the report together?

First, it depends on the type of report, as well as the intended reader. A progress report may be written daily, weekly, or monthly. It may be written for an individual or a team.

As you’ll see in the examples below, the main parts of a progress report are:

1. Introduction

This part provides an overview of the contents of the progress report. It’s best to write this after you’ve completed all the other parts of the report. That way, you’ll be able to provide an accurate summary.

Keep it short and simple. One or two paragraphs will do.

2. Accomplishments

Numbers and details are your friends, especially when writing this section of the progress report. The accomplishments you write should correspond to your goals.

What were your goals for the period covered by the report?

This could be a goal for the day, week, month, or quarter. On the other hand, it could be a team goal, too.

Be concrete when writing goals. For instance:

Avoid providing too much detailed information. The simpler this section is, the easier it is for stakeholders and the project team to see the project priorities.

4. Roadblocks

Explain what situations, if any, prevented you from achieving your goals, or may have hindered the project’s progress.

But don’t stop there. Be proactive and present an action plan and timeline for resolving the roadblocks. Include details, such as funds, materials, and human resources you may need to implement the solution.

Progress reporting templates you can edit right away

To guide you better, here are progress report template examples that are visually attractive and highly readable.

These templates are available if you sign up for a free Piktochart account . Once you log in, use any of the templates below and edit the elements and text to make it your own.

1. Daily progress report s

A daily progress report includes your goals for the day, as well as your accomplishments the previous day. It also explains challenges encountered in performing tasks and achieving goals.

Another section under the daily report is ‘lessons learned’. These need to be directly related to the day’s tasks and challenges, as well as to the previous day’s accomplishments.

2. Weekly progress report

Weekly progress reports provide a week-by-week breakdown of what has been accomplished and what tasks remain to be completed.

Just like a daily report, a weekly progress report may include challenges and lessons learned. Examples are included in the templates below.

To get a better idea of this, let’s go back to the events example:

• Many potential vendors were attending a week-long industry convention; couldn’t book meetings.
• Potential vendors didn’t read the entire email.

Lessons Learned

• Consider industry events when planning a timeline for contacting clients
• Introductory emails must be short and have readable formatting

3. Monthly progress report ing

A monthly report is necessary for projects with longer durations. The report may provide both monthly and quarterly data on project progress.

4. Team progress report s

Team progress reports provide information on both team and individual milestones and progress status. Now this one is more complicated, simply because it involves several people who may have worked on different tasks.

It’s not enough to just let one person make the report. Of course, one person can do the typing, but everyone must provide input and feedback.

One way to keep a record of different team members’ input is to keep track of edits they have made.

To do this, simply enable tracking of changes on a Word document, or on Pages for Mac users. When working on a collaborative tool like Google Docs , click the pencil icon on the top-right part of the window, and choose “Edits become suggestions” on the drop-down menu. Here’s what that looks like:

On the other hand, team members can insert comments or questions. Again, you can do this easily on a Word document, as well as on software that let you comment on shared documents, like Google Docs and Piktochart .

Here’s what it looks like in Piktochart (learn more about this feature in our guide to annotated comments for teams ):

Here’s one example of Piktochart’s many team project report templates .

One last thing… You’ve finally finished typing up your report—breathe a sigh of relief, but don’t hit ‘send’ just yet.

Go over it at least once (better to do it more than once, especially if it’s a team report). Re-read the article, edit the content as needed, then ask a teammate to proofread with a fresh pair of eyes.

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How to Write a Presentation Report

Jennifer vanbaren.

People use presentations to present or suggest a project, idea or thought. A presentation report is designed to offer details about a subject and is given to a person or group of people in the form of a presentation. Presentations often include visuals, such as charts or slide shows, although they are not required for every type of presentation. To present something using this type of report, choose an appropriate subject and research it thoroughly.

Collect information. The first step in writing a presentation report is to obtain data about the subject. It is vital for the person writing the report to obtain as much information about the subject as possible, including statistics and important facts.

Organize the information. After you find a sufficient amount of information, organize it into categories. A presentation speech must be well-organized in order to present the idea or project in a way that the audience can understand.

Determine your objective. Look through the information you have collected and determine the goals for the report. Determine what you would like to accomplish through the report and focus on the main objective. Be very clear when you reveal this in the report.

Consider your audience. Remember who will be reading or listening to the presentation report. Before you begin writing your paper, you must focus on the audience and their expectations and preconceived notions.

Develop an outline. Using all of the considerations described so far, write an outline. Focus on the main messages and objectives of the subject and list each point in an order that is logical.

Write an introduction. A presentation report should have a strong introduction. Take the main idea of the subject and create an interesting and captivating introduction to capture the audience’s attention. This might be a claim or a statement; or it might be a legend or a conclusion. Choose something catchy to say and avoid anything that might be long and drawn out or tedious.

Complete the report. Continue by writing the body of the report and wrap it all up with a strong conclusion that ties the together the introduction and the main points of the report.

Use visuals. If you will be presenting the report to an audience, choose some visuals that would assist in getting your message across.

About the Author

Jennifer VanBaren started her professional online writing career in 2010. She taught college-level accounting, math and business classes for five years. Her writing highlights include publishing articles about music, business, gardening and home organization. She holds a Bachelor of Science in accounting and finance from St. Joseph's College in Rensselaer, Ind.

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How to Present to an Audience That Knows More Than You

• Deborah Grayson Riegel

Lean into being a facilitator — not an expert.

What happens when you have to give a presentation to an audience that might have some professionals who have more expertise on the topic than you do? While it can be intimidating, it can also be an opportunity to leverage their deep and diverse expertise in service of the group’s learning. And it’s an opportunity to exercise some intellectual humility, which includes having respect for other viewpoints, not being intellectually overconfident, separating your ego from your intellect, and being willing to revise your own viewpoint — especially in the face of new information. This article offers several tips for how you might approach a roomful of experts, including how to invite them into the discussion without allowing them to completely take over, as well as how to pivot on the proposed topic when necessary.

I was five years into my executive coaching practice when I was invited to lead a workshop on “Coaching Skills for Human Resource Leaders” at a global conference. As the room filled up with participants, I identified a few colleagues who had already been coaching professionally for more than a decade. I felt self-doubt start to kick in: Why were they even here? What did they come to learn? Why do they want to hear from me?

• Deborah Grayson Riegel is a professional speaker and facilitator, as well as a communication and presentation skills coach. She teaches leadership communication at Duke University’s Fuqua School of Business and has taught for Wharton Business School, Columbia Business School’s Women in Leadership Program, and Peking University’s International MBA Program. She is the author of Overcoming Overthinking: 36 Ways to Tame Anxiety for Work, School, and Life and the best-selling Go To Help: 31 Strategies to Offer, Ask for, and Accept Help .

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