Crappy screen, crappy impression

When you invite people over in your office and you run a pitch presentation on a 10 year old screen with a stretched aspect ratio, pixelated images, and burned in colours you are not leaving a very good impression.

LCD screens are not very expensive today, and the right cables plus a bit of tweaking with screen and laptop settings will give a razor sharp picture. Maybe it is time for a meeting room upgrade.

Other quick wins: removing used coffee cups, empty cookie boxes, de-greasing the screen remote, eliminating chewed-on pens and used stationary, open the windows.

First impressions count.

Months in advance

Waiting with the preparation for your presentation until the last minute is not a good idea. At 3AM at night before the 9AM meeting, you are not the most creative person in the world.

The other extreme is useless as well. Preparing for a big presentation months ahead will not help you get better results. When the content is not ready, none of your colleagues are focused on it, you are simply freewheeling and wasting your time.

Sometimes I see the long lead time in big companies that prepare for a big investor day. Work starts 3 months before the deadline, but people only start to focus for real 4 weeks in advance.

And yes, the best option is somewhere in the middle: start a few weeks (up to 6) before with thinking about what you want to say. Put it aside, get back to it, maybe design one slide all the way to the end in the look and feel you want, and slowly iterate your way to presentation day.

Personal chemistry

Now you hear it from VC Fred Wilson himself: personal chemistry is hugely important in the VC pitch process. What does it mean for your presentation? That your body language and interaction in the meeting are as important (maybe even more important) than the actual content of the slides.

A pitch meeting is an excuse for a venture capitalist to figure you out. How are you to work with?

PowerPoint web app

After my quick review of Keynote and its new web app version, I went back to check out the Microsoft PowerPoint web app, which is free to use for anyone with a Microsoft Sky Drive account.

Overall the look and feel of the app is similar to the desktop version, interactions are reasonably snappy, but there are a few very simple roadblocks towards making this a credible alternative to the desktop version. I did not bother to go into a more detailed review at this stage:
  1. Fonts. If you used custom fonts in a presentation designed on your desktop, they will not show up in the web app (I use a Mac so I cannot embed fonts inside a PowerPoint file). This is a showstopper: it is very difficult to edit a presentation when you cannot see what you are doing, and completely kills the option of using the browser to present your slides.
  2. Data chart. You cannot edit or create them. No use for a business presentation.
 We are heading in the right direction, but are not there yet.

Focus on the decision

Most business meetings are about getting to some sort of decision or agreement on next steps. So why not focus your presentation completely on that?

Take out or put in the appendix:
  • Long-winded sections with historical backgrounds
  • A detailed description of the process your team took
  • All the dead ends you hit and excluded from the analysis
  • Vast analysis that proofs a point that everyone already agrees on
  • Market analysis for the sake of market analysis, without supporting a point you want to make
  • Explanations of management theory and frameworks you used, extensive parallels with other industries
  • Elaborate competitor profiles
Instead:
  • Frame the options that you see
  • Provide a summary why you think you need option C
  • Quickly mention the evidence that everyone agrees on
  • Boil things down to the decision about the more controversial parts of your argument
  • Provide your logic, and provide deep fact-based analysis that support the points you are making.
A business school professor would not agree to this violation of providing an academic argument, but you ensured that your meeting will be as short and to the point as possible.

Unexpected perspective

Everyone will agree that this image by Christian Xavier is beautiful and grabs the attention. Why? It is because the implied position of the photographer is impossible, it should be in the middle of the air. We are not used to seeing pictures of the Chrysler building from this perspective. Most pictures of the skyline of New York are taken from the same viewpoint (the roof of the Rockefeller Center for example).



How was this image created? He took a regular New York skyline picture with a good camera and zoomed in, cropping out areas of the picture he does not need.

Two lessons here. The theoretical one of using unexpected perspectives. And two, you can actually use this zoom/crop technique with high resolution stock images to make them more interesting.

Imagine your audience - literally

Yeah, yeah, we know that our audience matters and we should take it into account, but in practice, most of us dive straight into designing the slides.

Thinking of your audience is especially important for sales presentations. I have had a few clients situations where I was asked to help design decks that are used by a sales force that targets small business owners.

In those cases I actually imagine the actual/real owner of a restaurant or pharmacy who I have seen recently and wonder what it would take to convince her.

New Keynote - first impressions

Together with a whole range of other product updates, Apple released a new version of iWorks (including Keynote) last night. I installed the Mac OS X Mavericks (warning, this will take your computer down for an hour) and played around with the new software. Observations in random order.

All iWorks apps are now free for people buying new Macs. iWorks was already a lot cheaper than Microsoft Office, but now the economic argument against enterprise adoption has been removed completely. Still, the huge installed base of both Windows hardware and PowerPoint with its familiar user interface will make it hard for Apple to make an inroad here.

What could help them is the cross platform compatibility. As of today, there is one file format both for desktop and mobile versions of keynote. I still do not fully understand iCloud, where my files are, where things get saved or not, but the duplication of a file when opening it on your mobile phone is gone. A step in the right direction, but not all the confusion has been removed.

Apple has also launched their suite of iWorks web apps. You can now edit and present Keynote presentations right from your browser. You can simply share a link to the presentation with your co-workers, rather than sharing heavy email attachments. More than one person can edit the live presentation. Many other services offer this feature, but personally I find it a bit scary when I loose control of how makes what edits (including deletions) in the master document. Anyway, that the feature is available does not mean that you have to use it.

Still, there is inconsistency in the user interfaces on iOS, Desktop, and web. For someone like me who makes presentations for a living, it was easy to figure out. For the other 99% of presentation designers, it might be a learning curve. The iOS app is completely different, the web and desktop interfaces are similar.

On to Keynote itself. As with all software updates, Apple boasts about the large number of new features that are included. I would actually prefer that they remove some. We have more animations, slide transitions, and now interactive data charts. The latter means that you can break up a graph and show different scenarios on mouse click. I doubt whether the average presentation designer really needs them.

The user interface now looks similar to that of iOS7. The textures, linen, etc. are gone and replaced by clean surfaces. A big improvement. The tiny inspector window that always gets lost on a busy desktop screen is now integrated in the application windows as a solid panel on the right of the screen.

So, the new version of Keynote is a natural, gradual evolution from the previous version. I will for sure use it intensively for my client work and will update you later in the future with 10,000km feedback.

Market research lingo

Questions in market research surveys are long and wordy, partly because you need to make it unambiguously clear to your participants what you want them to answer, and partly because marketeers want to put their own language into the mouth of consumers (see a previous post).

When presenting the results of market research I often chop down these sentences to the bare essential. It makes them easier to digest. A small footnote sends people to an appendix where they can read the full prose.

Bottom up versus top down

If your corporation consists of business units, than your corporate presentation is likely to end up as a series of chapters, each talking about a different business unit. If the corporate centre is organised, then each chapter might have the same repetitive template/structure. Each business unit gets airtime based on how important it is (usually in terms of sales). The order of the chapters is probably in line with the seniority of the business unit leader. It all makes sense in the political structure of the company.

Your real story might be different though. A small business unit might have all the growth potential that your investors are curious about. A more junior manager might be a captivating speaker. The same presentation template might not fit the specific story of each business unit. Seeing exactly the same template 10 times is boring. And how do all the business unit stories link together to a bigger picture?

Sometimes it is better going top down than bottom up.

"Do something like this"

I get this request sometimes, with an attached presentation of another company. Most of the time, the example presentation is actually not that good.

My theory of why it still appeals to a client? It is written in the same corporate language that she uses. As a company insider in a similar industry, she can instantly decode the language and it all makes perfect sense. Two CEOs communicate to each other in highly efficient compressed CEO speak.

The problem is a competitor CEO is unlikely to be the audience of your presentation...

Powerpoint vs Keynote - redux

It is a question that comes back all the time: PowerPoint or Keynote. I have given my opinion in the past.

After I got my first Mac, I was really excited to be able to design in Keynote. Now, a few years later, I must say that both products are more or less the same to me. Keynote is cleaner, auto-aligns and distributes objects when you drag them, and does not have the problem of drawing guides that you move by accident, and has a tight integration with the iPad. PowerPoint has a more convenient photo cropping UI and a much better data chart engine (Excel).

But workflow is a very important consideration as well. If the people in your organisation find it difficult to get up the learning curve with Keynote, why torture them? This is especially true if people need to do a lot of copying back and forth between Excel and PowerPoint. Probably 90% of presentations are quick and dirty documents to discuss business data, and in those cases tight integration between the 2 programs is a big time saver.

In the end both applications can deliver exactly the same look and feel of presentations. When I tell clients that Keynote presentations do not automatically look better than PowerPoint ones, they are surprised.

So in short, it actually does not matter what software you use, it is your design that matters.