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How to Make a Business Presentation (12 Easy Tips)

Jul 25, 2022

Whether over online or in the conference room, there’s a lot to consider when making a business presentation. Finding your unique presentation style that balances humor, confidence, approachability, and professionalism is no easy feat. Above all, capturing and retaining your audience’s attention is the most important and often the most difficult thing to juggle.

In this blog, we’ll share how to make a business presentation that’s compelling, engaging, persuasive, and memorable. Feel free to skip ahead to our 12 tips or start creating your own business presentation with a professional template

Ace the Presentation

Business Presentation: 21 Tips For A Persuasive Business Speech

When it comes to having a persuasive and convincing business presentation, it goes way beyond just having a bunch of colorful slides. 

So, whether your business presentation is for prospective clients or board members of an organization, what matters most is ensuring that your presentation is impressive and convincing. 

In this article, we shall be guiding you through a handful of 21 expert tips to help you ace your business presentation with a persuasive speech that is sure to convert your audience.

But before we start, we need to understand this concept;

What is a Business Presentation?

A business presentation is a piece of formal information that is presented in front of stakeholders, business owners, members of the board, or investors in order to showcase a potential business opportunity, challenge, risk, or innovation with facts, data points, and analytical reasoning.

Business presentation is usually carried out with the aid of some presentation tools. Such tools include projectors, statistical documents, flip charts, video, audio presentation materials, etc. 

Interestingly, the ultimate goal of a business presentation is to capture and sustain your audience’s interest while passing your ideas across to them.

Highly Recommended Articles to Read After This One:

7 Elements of a Sales Presentation that Converts

11 Critical Interpersonal Business Skills

13 Ways to Deliver a Compelling Pitch Presentation

The question is, ‘How do you structure a business presentation to get the best result’? Let’s look at these insights.

7 Insights on How to Prepare and Structure a Business Presentation

In structuring your presentation, the first thing to do while preparing your draft is to decide which form you want your presentation to take. 

This could be informative, entertaining, persuasive, or inspiring. So, whichever form you would like your presentation to take, here are some useful tips on how to structure your presentation.

1.     Start with facts and a story 

In order to get your audience’s attention and keep them longing for more, it is best to start your presentation with facts about the current situation.

After telling them the fact about the current state of things, you then back it up with a story about how such facts could affect them.

Related Article: 8 Key Things to Know for Better Storytelling

2.     Go down to the explanation

After establishing the fact and backing it with a story initially, the next thing in line is to elaborate on the fact you have laid down. With this, your audience can have a clearer understanding of what you are talking about.

The objective here is to take your audience through the road map of how to get to the solution or destination because you had already established in your introduction.

3.     Pitch your ideas and solution to the audience 

Yes, while trying to guide your audience by explaining the facts you had already established, chances are that there will be potential hurdles along the way in the process line. 

So, this is where your idea and solutions come in, and at this point, you have to pitch how your ideas and proposals will help your audience solve the impending problems along with the road map.

At this point, all your audience needs are data, tests, and experiments through which the problem can be solved. Click here to find more tips on how to pitch your ideas.

4.     Make room and prepare for objections

Sure, while you propose your solutions and ideas to your audience, you will most likely be faced with questions and objections about your choice of solution for a problem. 

Objections and challenges to your proposed idea from an audience are very common and to be expected in any business presentation. 

However, since you have already done your research about the subject matter, you should be able to give convincing answers or alternative solutions to any objections or questions about your proposition.

5.    Have facts and social proofs to back your solutions

While the objections and questions from your audience may seem like the end of the road for your presentation, you will be able to give precise answers to their questions and objections with the right preparation. 

Also, to show your audience that you have prepared enough for the presentation, you can convince them more by using some facts, figures, and well-crafted stories to seal your answers.

After giving precise answers to your audience’s questions and trying to clear the air about any objections they may have, it’s time to reemphasize your presentation’s main ideas. 

Doing this will bring back your audience’s interest and attention to the idea and solutions you are proposing to them. 

That will also serve as a reminder that creates ripples of your message in their head even after your presentation.

7.     Close with a befitting story 

Your closing story could be the completing part of the story you shared before starting your presentation. Alternatively, it could be another story that will resonate with the main message or ideas in your presentation within your audience.

Whichever one you are closing with, ensure that it is strong enough to nail your points and ideas and create ripples of the message in your presentation within your audience.

7 Insights on How to Deliver a Business Presentation

How you deliver your message to your audience determines the effectiveness of your presentation.

Irrespective of where you will deliver your business presentation and the number of people you may have as your audience, one important goal you want to achieve is to ensure that your business presentation turns out a huge success at the end of the session. 

1.     Start strong

The first step of delivering a business presentation is Starting your business presentation with a huge banger that will keep your audience expectant and set the tone for your presentation’s entire content. 

For instance, you may start with a famous quote or some shocking statistics that awaken their consciousness of paying rapt attention to your presentation’s content.

Alternatively, you can also have a good kick off with an attention-grabbing image, an interesting video, or even a touching story about something familiar to your audience (or related to their services, products, and customers).

Nevertheless, since the first impression is key to your business presentation’s overall success, you need to assure your audience that your business presentation is worth their time, not just a dry talk where you dispiritedly keep talking to them. 

2.    Interact with your audience

Talking “at” your audience instead of talking and having a conversation with them is one of the death traps to making your business presentation sleep-inducing and super boring.

To make your business presentation more practical and engaging, you can politely request your audience to signify by raising their hands if they agree to a point or argument in your presentation.

By so doing, you are most likely to avoid the most dreaded “ death by PowerPoint ” and having your audience flow with you throughout your presentation.

3.     Use visual aids where necessary

Depending on your business presentation’s content, adding some visual aids in your slides can boost the level of your audience’s interest and attention in your presentation.

While using visual aids, ensure that they are images or videos that will help give a clearer insight and understanding of your points to your audience, instead of serving as an explanation aid for yourself.

Nevertheless, when using visual aids, they should be kept simple and short so that they won’t defeat the purpose of getting your audience’s attention and help them get your points better. 

4.     Have a laid down strategy for your presentation

Before walking up to the podium to address your audience, you must have done thorough background research on the subject matter with ample rehearsal on how you will present each point.

Irrespective of how nervous you may be at the sight of your audience, never try to get through the whole presentation as fast as you can before you slump in their presence.

Instead, mount the stage with an intent and a purpose. Be determined that your presentation’s purpose won’t be defeated by the faces that make up your audience. 

Also, create charts, images, drawings, and bullet points to present your idea, and don’t stick to a globe of words all over your slides.

With that last tip, you will be able to avert the pitfall of standing up to read through your slides in a monotone that will send all your audience to sleep within the shortest time.

5.    Establish eye contact with your audience and smile

Personalizing your presentation and interaction with your audience is an excellent way to have them respond to your presentation instead of standing up to speak to them like a robot.

While giving your presentation, ensure that you establish friendly eye contact with many members of your audience so that they can feel that yes, you are communicating with them individually.

Maintaining some level of contact with your audience is a good way to tell your audience that you are confident in your ideas. It can also mean that you value the time your audience has spared to listen to your presentation.

And spotting a few friendly faces within your audience to whom you can smile at once in a while is also another great way to regain your confidence, especially when you are feeling nervous.

6.    Be enthusiastic about your presentation   

Vanessa Edwards, the founder of the science of people, and famous TED talker has a funny, yet interesting video on how to prepare your voice, voice warm ups, and your opening lines…in a way that gets the audience excited.

Your vibes matter as much as the idea you are sharing during a business presentation. For this reason, it is a helpful insight to feel passionate about your presentation. 

The reasoning is quite simple. At the slightest time when you begin to express some cues of tiredness and boredom about your presentation, your audience will feel the same and even more.

Anyone who is listening to your presentation will be able to tell how passionate you are when it comes to the points you are sharing in your presentation. 

They can tell through your stage usage, eye contact, pitch, and your overall body language .

You can adopt some preparatory strategies such as vocal exercises, stretching, listening to songs, or even reading some inspirational quotes to boost your enthusiasm about your business presentation. 

You may also have a bottle of water close to you to keep you hydrated and energized throughout your presentation.

7.     Be authentic and original in your delivery

No audience ever wants to listen to a presenter that comes all polished up to lecture them on a particular topic with some bodily cues that depict pretense. 

The obvious truth is that when you are original in your expression and presentation, your audience will appreciate your presentation and be more likely to trust your words.

Summarily, the whole point of delivering a great business presentation is by connecting with your audience and sharing your ideas with them in the best way possible. 

 7 Ways to Make a Memorable Business Presentation

Preparing for a business presentation and coming on stage to deliver and making it memorable are two different things. 

This is usually the case since it is generally difficult to persuade others to buy your ideas, adopting your proposal or solution to a problem. 

1.     Show your audience that you have carried out enough research

One way to make your business presentation memorable and persuasive is to research the topic or subject matter extensively. 

With such research carried out before, you can confidently show your audience that you are in the best position to speak to them on the subject matter. 

While doing this, you can help your points sink more and be more persuasive when you use examples and illustrations from your audience’s world or even using images and visual aids that resonate with your audience’s industry.

Besides visual aids, you can also use some technical languages that are unique to your audience’s industry.  

By so doing, you are giving your audience a sense of individuality since they will be convinced that the presentation was specially prepared for them.

2.     Exhibit some level of doggedness

When presenting ideas that are meant to persuade your audience, your first attempt may not yield the expected results. 

For this reason, always consider a second attempt if your first attempt at persuading your audience didn’t work out. 

With this, you can build on objections raised during the first encounter to make the second presentation more persuading and memorable.

3.     Be prepared to proffer alternative solutions

In some cases, your key ideas in a presentation may be opposed or faced with some potential obstacles. 

In this case, while preparing for your presentation, ensure that you outline or identify other alternative solutions that can be adopted in a situation where an inevitable obstacle hinders your proposed solution.

4.     Establish an emotional connection between yourself and your audience

In most cases, emotional cues help create and establish your decision-making process, and this can work wonders even where facts and figures cannot work.  

According to Antonio Damasio , a renowned neuroscientist, “emotion and feelings play a major role in humans’ reasoning.” Here is a video where he explains and describes the place of emotion in human decision making.

5.     Incorporate a story or two into your business presentation

Although facts and data are known to be very good at persuading people, one of the best ways to persuade your audience with your presentation is by telling them a well-crafted story. 

With this, you can boost your audience’s interest in your presentation, and even help them to understand your points better.

6.    Present your speech with conviction

Generally, commanding some level of conviction in what you are saying is very important in public speaking, and this trait is critical, especially when presenting a persuasive presentation. 

One reason why conviction in your expression is crucial is that any iota of hesitation from you is enough to stir your audience into doubt about the ideas you share with them. Remember, doubt is very insidious!

• The opening statement
• About 3-4 sentences outlining your central idea or message
• The top 3 most important aspects of your proposal

In case you have some challenges memorizing your presentation, here are some tips to help you do so professionally.

7.     Show proof about what others are doing

Having some social proof is a powerful psychological concept that can help you persuade your audience to believe and buy your ideas and proposals when doing a business presentation.

Having social proof about others has a bandwagon effect that can quickly help you to sway your audience towards your ideas. 

As a way of incorporating social proofs into your business presentation, you can tell your audience about how many of your customers have already adopted your solutions and how they are enjoying your ideas from such solutions.

References & Further Reading

Visme. 15 Expert Tips for Giving a Powerful Business Presentation .

VisualHackers. 13 Tips for a Powerful Business Presentation .

HBR, Chris Anderson. How to Give a Killer Presentation .

13 Ways to Effectively Deliver an Awesome Pitch Presentation

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Home Blog Business Business Plan Presentations: A Guide

Business Plan Presentations: A Guide

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. 

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders. 

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

• Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience. 

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples . 

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis . 

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value,  list the actors involved, and describe their high-level relationships.

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas . 

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL ) 

• Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
• List the critical variables (consumers, product, production capability, and financing) briefly.
• Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market. 

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas . 

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives. 

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the  Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

• Product Sales
• Subscription Model
• Freemium Model
• Partnerships with other brands in different niches
• Advertising and Sponsorships
• Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.  

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy. 

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue. 

Present one slide mentioning your company’s approach to these channels, if applicable:

• Direct Sales (either physical store or e-commerce)
• Retail Partnerships
• Wholesalers or Distributors
• E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation. 

Evaluation of Projected Return vs. Required 

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies. 

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity. 

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises. 

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

• Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
• References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
• Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
• Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

• PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
• PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present. 
• Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank. 
• Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

• Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry. 
• Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
• Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
• Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have. 

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences? 

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs. 

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy. 

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy. 

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats. 

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence. 

1. Coffee Shop Illustration Business Plan Slides

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home.  Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

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Business Planning, Business Presentations Filed under Business

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How to Write Great Business Presentations: 6 Tips to Win New Business

Alice Musyoka

Many people hate making presentations for a reason. You have to define your presentation style, put together captivating slides, handle unexpected questions, get your point across very clearly, and try to squeeze a laugh out of the audience.

It can be overwhelming for any person.

However, most of us have to make business presentations every now and then, especially salespeople. Whether you’re a sales rep who tops the leaderboard every month or a seasoned speaker who headlines at conferences, you can always improve your presentations and deliver your message more clearly.

There are lots of tips on business presentations out there, so we've collected the very best that will make a big difference to your presentations.

Here's how to go about creating a great business presentation.

Tip 1: Create an Outline

Tip 2: write the way you speak, tip 3: start with a compelling story and inject some humor, tip 4: use multimedia, tip 5: avoid writing errors, tip 6: less is more, start winning over customers with your business presentations.

If you want things to go according to plan, you have to create a plan in the first place. Come up with an outline that covers the main points you would like to get across. This outline will serve as your anchor and help you to build a slide deck. It will also help you to know the key arguments you need to touch on.

First, start with the bare bones. Write the introductory remarks, then the three main points you would like your audience to remember from your presentation, and then the concluding remarks. A well-delivered introduction and conclusion are crucial parts of a presentation. You shouldn't overlook them when writing your outline.

To create the body of your presentation, add sub-points to each of the three main points. These sub-points will be helpful later when you're putting together your slides. You'll be able to see how much material you have for each takeaway and split the content into the right number of slides.

When you create an outline before you start creating the slides, you have confidence from the get-go that you'll come up with material that will stick in people’s minds.

Before you start typing away, let's talk about tone. Some people think that a business presentation should look like a college essay. But if you want to win over customers, you have to write like you speak. Picture yourself having a conversation with a friend. The words would flow freely and you would use very few fancy words.

When making a presentation, your goal is not to sound smart, it is to be clear. Aim for a conversational tone that is well-thought-out. Write like you speak when you speak at your best.

The words you use in the presentation should sound like they are coming from you. If you use a lot of contractions when speaking (like can't , won't , wouldn't ), write your presentation that way. If you never use adverbs, omit them.

While we’re usually unaware of our verbal habits, the people who know us are aware of them. After creating the presentation, ask a close friend or spouse if it sounds like you.

When writing the first draft of your presentation, aim for simplicity. Don't pay attention to eloquence as it doesn't have to look great the first time. Turn off your inner editor and just write.

There is one reason TED talks are so popular. Every presenter starts with a captivating story—whether it is a heartwarming story about their daughter's first day of school or a heart-rending story about a near-death experience.

A great story captures the attention of your audience and allows you to build a personal connection with them. It acts as an unforgettable cornerstone of the presentation. After sharing the story, connect it to the main point of your presentation.

You don't have to tell a story that is unique or groundbreaking. In fact, the most effective stories are those your audience can relate to. People relate to stories emotionally and remember them long after they're told.

The success of your presentation will be determined by your ability to deliver information in a way that is compelling. Stories make you, the speaker, appear more approachable and they also make facts more digestible. If you want customers to remember your business presentation, reach into your bag of stories and bring the presentation to life.

Making people laugh can also be a powerful tool for success. Research has shown that if you can make people laugh, they will lower their defences and will see you as a competent and confident leader. They will also be more likely to pay attention to the serious things you have to say. Inject humour into your presentations using personal anecdotes or analogies.

You can give the best advice in the world, but in order for people to believe it, they need to see it in practice. Multimedia can help you capture the attention of your audience and maintain it. You may not know it, but humans process images quicker than text.

If you only use words and numbers in your slides, you may cause people to squint their eyes as they try to read them. Some may try to scribble down as much information as they can before you move to the next slide. Include images and charts in your slides, not just text and tables. Make sure the attention stays on you, the expert, by adding an image or two to drive your point home.

Another multimedia format you can use is audio. Play some background music to keep your audience glued to your presentation. A simple Google search can yield free high-quality instrumental music you can use in your presentations. You can also use the music to create a welcoming atmosphere before you start your presentation and afterwards.

I'd recommend including at least one video in the presentation as videos are valuable visual content that keep audiences engaged. The demand for video content is always increasing. Most marketers use videos because they are an effective marketing tool: A video can help you explain a concept in a way that images and written words can't.

These are the four most common writing mistakes people make when creating slides:

• Grammatical mistakes
• Improper capitalization
• Mixing up homophones
• Incorrect punctuation

Seeing these errors in your presentation will lead customers to question your credibility. If you're pitching to them, they may think you are not thorough in your work and that you didn't put a lot of effort into your presentation. Or they may think you don't know how to write properly. The response you get from them may not be what you had in mind.

Writing errors dilute your message and have a negative impact on what you're trying to achieve. When creating slides for your presentation, you can use a digital writing tool like ProWritingAid to improve your grammar. It is more advanced than your average spellchecker and will tell you how readable (and therefore memorable!) your slides are.

SlideShare , a hosting service for professional content, is popular for a reason. It displays information in a clear presentation format, ensuring people don’t go elsewhere to find it.

When you're delivering a presentation, one of the reasons people come to see it is because they care about the topic. But there's also another reason. They are curious about the person giving the presentation.

When giving a business presentation to an audience in person, it's important to keep your slides simple. This ensures that people focus on you and your message and not on the slides themselves. Make sure the slides cover the topic well but are also simple enough so that people can pay attention to what you're saying. And like we said before, support your message with visuals.

One way you can keep things simple is by reducing the amount of text in the slides. If you want people to remember the information you give, add an image to every slide. When information is paired with images, people recall it better.

Many high-level executives, even Google's CEO Sundar Pichai, avoid a lot of text in their presentations. At Google I/O 2017, he said that text-heavy slides are avoided at Google for the very reasons outlined above.

A business presentation gives you an opportunity to inform, persuade, demonstrate, and sell your ideas to an audience. If the purpose of your presentation is to win new business, it should be clear and focused. Nothing feels as bad as spending a lot of time on a presentation only for it to fail. A bad presentation can damage your brand.

Make sure that you know your audience and the topic you're discussing well, and ensure that your presentation grabs attention, follows a logical order, and flows with clarity. It should identify problems, explain the solutions, and create a sense of urgency in order for people to act. Explain why "right now" is the best time for them to take the action you want them to take.

Now that you know what you need to create a great business presentation, check out our 7 mistakes to avoid next time you present!

Want to learn more more great business writing hacks? Download this free book now:

Business Writing Hacks for Flawless Communication

Writing is an essential element of nearly every profession today. whether you are drafting a proposal for a major prospect or collaborating by email, strong communications help colleagues and clients understand your ideas. errors and awkward writing can make you lose credibility., download this guide to learn the techniques professional writers use to write clearly and persuasively..

Be confident about grammar

Check every email, essay, or story for grammar mistakes. Fix them before you press send.

Alice Musyoka is a versatile copywriter and content strategist who helps businesses see results from content marketing. Her goal is to make people pause, smile, and read. She's a previous contributor for [Stagetecture](https://stagetecture.com/author/ndanuaj123/). When she's not working, she usually goes for long walks with her son and reconnects with nature. She also loves watching funny movies.

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Business Presentation Introduction Examples & Templates

Learn how to create a business presentation introduction that gets attention in the first 15 seconds. See real-life business presentation introduction examples & samples.

Dominika Krukowska

9 minute read

Short answer

What makes a good presentation introduction.

Data shows that a good presentation introduction is all about grabbing attention in the first 15 seconds.

An effective presentation introduction includes interactive design, a big idea, and a mystery to hook the audience in. A good introduction improves reader engagement and increases reading time.

You have only 15 seconds to earn your audience’s attention

Imagine a sprinter at the Olympics. They've trained for years, but a false start costs them the race. A weak introduction is the false start for your presentation, costing you your audience's attention and engagement.

But there's a way to get back on track and back in the race.

Our analysis of over 100,000 presentation sessions shows that the first 3 slides and the initial 15 seconds determine the success of your entire presentation.

These first slides and first moments decide whether a reader will give you their full attention or bounce never to look back.

In this post, we'll guide you on how to craft an introduction that ensures a strong start, keeps your audience engaged, and sets you up for a winning presentation.

Ready? Let’s dive in.

What is the purpose and goal of a presentation introduction?

The introduction in a business presentation has 4 goals: (1) to provide context by introducing the topic, (2) to build authority and trust by introducing the team (3) to manage expectations by giving a preview of the presentation content, and (4) to ignite interest by introducing a big idea.

What are the main types of presentation introductions?

8 types of presentation introductions:

• Personal intro: Unveils the speaker's background and expertise.
• Team intro: Showcases the experience and accomplishments of a team.
• Company intro: Unfolds the company's vision and values
• Topic intro: Sets the stage for the discussion topic.
• Product intro: Highlights the product's unique features and benefits.
• Project intro: Outlines the project's roadmap and expected milestones.
• Business plan intro: Provides a sneak peek into a business's strategic blueprint.
• Executive summary (Report intro): Summarizes a report's key insights and takeaways.

How to write presentation introductions that keep people reading

The introduction slide is the gateway to your presentation. Here are some tips to ensure your audience can't resist reading on:

Start with a hook: Start with a captivating bit of information - a surprising statistic, a bold statement, or a thought-provoking question.

Show relevance: Highlight why your presentation is important to your audience.

Keep it simple: Make your introduction clear and concise to avoid overwhelming your audience.

Include visuals: Incorporate relevant visuals to enhance your message.

Use interactive elements: Using running numbers to present stats or giving your audience something to play around with, like sliders or tabs to click through, is another proven way to boost engagement.

Add a personal touch: Make your introduction resonate with your specific audience by personalizing it. This can get 68% more people to read your presentation in full and increase the average reading time by 41%.

Manage expectations: Provide an estimated reading time to set clear expectations and lower your bounce rate by 24% .

How to design a presentation introduction that grabs attention?

Designing an engaging presentation introduction is a crucial step in capturing your audience's attention.

Here are some strategies you can use to create an impactful introduction:

Video introduction

A video introduction adds a personal touch to your presentation. It brings in the human element with voice, gestures, and expressions, establishing a connection with your audience. This non-verbal communication is crucial for building relatability and trust.

According to our research, presentations with a video in their cover slide have 32% more people interacting with them .

And this doesn’t just refer to the top part of your deck. By embedding any video into your presentation, you can get people to read it 37% longer and enjoy a 17% increase in the CTA click-through rate.

This can be a short clip that introduces the topic or a brief message from the presenter. Our interactive editor allows you to easily embed videos in your slides by uploading them to the media library or pasting a URL.

Here’s an example of an introduction slide with a video:

Text and image

Pairing a story with a relevant image can create a memorable connection. Whether it's a personal photo for an individual introduction, a team photo for a group introduction, or a symbolic image for a company introduction, the right image can enhance your narrative.

Our platform offers a variety of design options to help you craft this perfect pairing. You can either choose your own images or let our AI assistant take care of it for you. You can also select the placement and adjust the proportions so that it doesn’t overpower your key message.

Here’s an introduction slide sample using a mix of text and images:

Timeline (History slide)

A timeline slide can take your audience on a journey through your company's or your personal history. It allows your audience to appreciate each significant milestone individually, adding depth to your presentation and making it easier to follow.

And, on top of that, giving your readers slides they have to click through makes them 41% more likely to scroll it all the way down to the bottom and read it 21% longer.

Here's an example of a history slide:

Multiple introductions (Tabs)

Tabs offer a neat way to introduce multiple aspects within the same context. You can dedicate a tab each for the speaker, the team, leadership, partners, and the company.

This feature also allows you to tailor your introduction to different audience personas, ensuring that your content resonates with everyone. An AI text generator can reduce the time spent on these different messages.

Here’s an example of an introduction slide using tabs:

Best examples of how to write and design your presentation introduction

When it comes to creating a compelling presentation introduction, real-life examples can provide invaluable insights. Let's explore how 4 Storydoc clients have leveraged the platform's features to create impactful starts to their presentations.

Yotpo is an e-commerce marketing platform that provides solutions for managing customer reviews and loyalty programs. Their presentation starts with a dynamic variable, allowing them to personalize the experience for each viewer with just a few clicks.

The introduction slide features a video showcasing their product in action, while the third slide uses a timeline to explain how to measure the product’s impact, complete with screenshots for clarity.

This approach not only engages the viewer but also provides a comprehensive overview of the product's capabilities. And, by sharing how to use data-driven insights to make the most of the platform, it helps build trust and credibility with potential customers.

WiseStamp , an email signature manager solution, uses dynamic variables on their first slide to embed the prospect's name and their company's name.

The introduction slide visualizes what the prospect's email signature would look like if they signed up for WiseStamp. All the data, including the name, address, phone number, and website, can be pulled directly from the CRM thanks to robust integration capabilities .

And, once they’ve seen the end result, prospects can also watch a short video showing how the product works.

All this combined makes potential customers feel like the presentation was created specifically for them, when in reality it takes just a few clicks to create unlimited versions of any deck.

The end result? A completion rate of 60% and a CTA conversion rate of 10%!

Octopai , an automated data intelligence platform, also leverages the power of personalization by including a dynamic variable on the cover slide.

The introduction slide grabs the readers’ attention by using a running number to present an agonizing problem statement. The third slide uses shocking statistics to reiterate the main issue plaguing the industry, paired with relevant images.

This approach effectively highlights the problem that Octopai solves. It can easily be personalized to include the prospect’s specific pain points, either found online or mentioned during the discovery call, making them more likely to be interested in the solution.

And, it worked wonders for the Octopai team! Their salespeople could easily create several versions of the same deck using the intuitive editor, leading to more demos booked and improved sales calls.

Orbiit , a virtual networking platform, provides a link to a shorter executive summary on their first slide for prospects who don't have time to read the whole presentation. Using the analytics panel, they can easily see who clicked on it and who didn’t, and follow up accordingly.

The introduction slide uses running numbers to present statistics regarding networking benefits before moving on to the main problem statement.

This engaging approach shows the importance of solving the issue and positions Orbiit as the perfect solution provider right from the start.

If you want to see more presentation introduction samples, check out our examples section .

Business presentation introduction do’s and don’ts

To ensure your introduction hits the right notes, here are some key do's and don'ts:

✅ Ignite interest with a compelling hook, like a surprising fact or a provocative question.

✅ State the purpose of your presentation clearly. Make sure your audience understands why they should care.

✅ Enhance your introduction with strategic visuals. A picture can speak a thousand words.

✅ Tailor your introduction to your specific audience. Make them feel seen and understood.

✅ Include an estimated reading time. It helps set expectations.

❌ Flood your audience with too much information upfront. Keep it simple and intriguing.

❌ Begin with a lengthy personal introduction that doesn't directly relate to your topic.

❌ Include large blocks of text. They can be overwhelming and off-putting.

❌ Send generic introductions. They can make your audience feel disconnected.

❌ Leave your audience in the dark about how long your presentation will take.

How to write your intro based on data from previous interactions with clients

By analyzing how clients interact with your content, you can then tailor the introduction of your following presentation to their preferences and expectations.

Say the first presentation was a sales one pager, you can use the engagement data gained there to tailor the intro for your sales proposal.

You can use engagement data to answer which slides and topics they engaged with and which they skipped, or if they viewed a video, used a calculator, filled out a form, or clicked your CTA.

You can then use this information to deduce what they really care about and use that information in your next intro.

The only problem is that with traditional static presentation makers like PowerPoint or Google Slides the only information you can get is whether the email where you attached them was opened.

You’re completely blind to what happens after you hit ‘Send’, good or bad.

But if you upgrade from static PowerPoints to Storydoc’s AI business presentation maker you get out-of-the-box analytics with multi-layered engagement information down to the slide and button interactions.

You can learn more about presentation analytics here:

Advanced: How to personalize your introduction at scale?

According to our research, personalizing your presentation can greatly improve your presentation performance. For example, including a personal note in your presentation can get 68% more people to read it in full and share it internally 2.3x more often.

But personalization takes time. Time which most of us can’t afford to spend on every reader.

However, this can easily be done at scale by integrating Storydoc with your existing tech stack.

Doing this will enable you to pull customer data directly from your CRM and into your presentations with a single click (and send back engagement data to your CRM!).

All you have to do is use dynamic variables in your presentations the same way you’d use them in your email automation.

Address your readers by name, use their company logo and branding, and include a note or a video that addresses their specific pain points.

This is how it works:

Advanced: How to introduce multiple people, companies, or subjects?

When you're tasked with introducing various elements, tabs can be a game-changer. They allow you to neatly organize and present different entities such as the speaker, team, or company, each in their own dedicated space.

This way, you can customize the content to suit different audience personas.

For a more chronological approach, the timeline slide can be a great tool. It enables you to guide your audience through the history of your company or personal journey, highlighting each significant event individually.

It's a simple yet effective way to make your introduction more engaging and informative.

Make a beautiful interactive presentation introduction from a template

Creating a presentation from scratch can feel like climbing a mountain. You need to figure out the layout, the message, the story, and the visuals—it's a lot to handle!

But what if you could skip the uphill struggle and get a head start? That's where interactive introduction slide templates shine.

They offer you a ready-made design and content structure, guiding you on where to place your key points for maximum impact. It's like having a roadmap to a successful presentation.

So, why not take the shortcut? Pick a template and start building your engaging interactive presentation introduction today!

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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What It Takes to Give a Great Presentation

• Carmine Gallo

Five tips to set yourself apart.

Never underestimate the power of great communication. It can help you land the job of your dreams, attract investors to back your idea, or elevate your stature within your organization. But while there are plenty of good speakers in the world, you can set yourself apart out by being the person who can deliver something great over and over. Here are a few tips for business professionals who want to move from being good speakers to great ones: be concise (the fewer words, the better); never use bullet points (photos and images paired together are more memorable); don’t underestimate the power of your voice (raise and lower it for emphasis); give your audience something extra (unexpected moments will grab their attention); rehearse (the best speakers are the best because they practice — a lot).

I was sitting across the table from a Silicon Valley CEO who had pioneered a technology that touches many of our lives — the flash memory that stores data on smartphones, digital cameras, and computers. He was a frequent guest on CNBC and had been delivering business presentations for at least 20 years before we met. And yet, the CEO wanted to sharpen his public speaking skills.

• Carmine Gallo is a Harvard University instructor, keynote speaker, and author of 10 books translated into 40 languages. Gallo is the author of The Bezos Blueprint: Communication Secrets of the World’s Greatest Salesman  (St. Martin’s Press).

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How To Create A Winning Business Proposal Presentation

By Krystle Wong , Jun 28, 2023

In the corporate landscape, a good business proposal presentation can be a game-changer to seal the deal with your prospective client or investors.  

Think of your business proposal presentations as your chance to showcase your groundbreaking ideas, products or services to potential clients, investors and stakeholders. Whether you’re convincing investors to fund your dreams or clients to choose your services, creating a compelling presentation can make them go, “You know what? I’m sold!”

A good presentation simplifies the complex. It breaks down complicated concepts into bite-sized pieces that even those who are not in the industry can understand. I know I know, it’s no easy work and you’ve got enough on your plate — so let our selection of pitch deck templates take the load off the design work. 

Customizing a compelling business proposal presentation takes only minutes thanks to Venngage’s user-friendly drag-and-drop editor. Just so you know, some of our presentation templates are free to use and some require a small monthly fee. Sign-up is always free, as is access to Venngage’s online drag-and-drop editor.

Now that you’ve got one less thing to worry about, let’s get back to business on how to create and deliver a winning proposal presentation. 

Click to jump ahead:

What makes a good business proposal , 10 tips to create an effective business proposal presentation, 8 steps to deliver a winning business proposal presentation, create a business proposal presentation that will win over your clients with venngage.

If you’ve read our guide on how to write winning business proposals , you’ll know that a successful business proposal is one that answers the following questions: 

• Who you are and what your company does
• The problem your buyer is facing
• The solution your company offers to alleviate the problem
• How your company will implement this solution effectively
• An estimate of resources (time, money, etc) required to implement the solution

Well, picture this: you’ve spent countless hours crafting a comprehensive business proposal that has the potential to revolutionize your industry. But here’s the catch – you need to condense all that information into a presentation that grabs attention, engages your audience and leaves a lasting impression. 

It’s not easy, but it’s also not impossible. If you have an important proposal presentation coming up, I highly recommend you check out this guide on how to summarize information for presentations . 

A good presentation gets things moving! Check out the top qualities of awesome presentations and learn all about how to make a good presentation to help you nail that captivating delivery.

Now, before we dive deep into the tips and tricks of creating and delivering a successful business proposal presentation, here are some business pitch examples to help you get inspired and win over new clients and investors. Alright, let’s get started!

Still working on your business proposal? Check out our selection of business proposal templates designed by our professional team.

In this competitive business environment, a good presentation gives you an edge over your competitors. It allows you to showcase your unique selling points, competitive advantages and differentiates you from others in the industry.  

Whether it is securing a new client, securing funding or obtaining a favorable business agreement, a successful presentation can ultimately bring significant opportunities and long-term business growth. 

Tip number one: always start with a solid presentation layout . Your presentation should emphasize the most important aspects of your business proposal, ensuring that they stand out and resonate with your audience. To do that, here are 10 tips along with some professionally crafted business proposal presentation templates to help you ace your next business proposal presentation. 

1. Crafting a compelling storyline

A strong narrative structure is the backbone of any successful proposal presentation. Start with a captivating opening that grabs attention and clearly articulates the problem or opportunity at hand. Present your solution with confidence, providing solid evidence and data to support your claims. Finally, conclude with a powerful call to action that leaves your audience inspired and ready to take the next steps.

A timeline graph can help you organize your ideas as you create a compelling storyline for your presentation and make your content more engaging.  Determine the important events or milestones that are relevant to your presentation topic. This will provide a sense of direction and structure for your storyline.

2. Focusing on the problem and solution

One of the keys to an effective business proposal presentation is highlighting the problem or challenge your audience is facing. Clearly communicate how your proposal provides a viable solution in bullet points, emphasizing the benefits and advantages it offers. Show your audience that you understand their pain points and present your proposal as the ideal answer to their needs.

This example of proposal presentation talked about the challenges that beginners face when going to the gym and how they provide the solution for it.

3. Using a consistent and professional template

To create a polished and cohesive visual experience, choose a clean and professional slide template that aligns with your brand colors. Consistency in design throughout the presentation not only enhances the overall look but also reinforces your professionalism and attention to detail.

Last-minute presentations are the worst, but don’t panic! Customize one of our professionally designed business presentation templates to save time and hassle.

4. engaging with visuals.

A picture is worth a thousand words and in the case of your proposal presentation, visuals can be your secret weapon. Visuals play a crucial role in capturing your audience’s attention and making complex information more digestible. Utilize charts, graphs, images and diagrams strategically to support your key points and reinforce your message. 

As a business owner, a well-thought-out finance pitch deck provides a platform to outline the business’s strategic direction and growth plans. It allows you to highlight your unique value proposition, competitive positioning, marketing strategies and expansion plans. Here’s a template I figured you could use:

No idea what goes into your financial pitch deck? This guide on how to make successful pitch decks for start ups might help. 

5. addressing potential objections.

Many business proposal presentations fail to anticipate potential objections or concerns audiences might have. Showing that you’ve considered challenges and providing persuasive counterarguments or solutions boosts your preparedness and increases the credibility of your proposal. Addressing objections head-on demonstrates your ability to handle potential hurdles and builds trust with your audience.

6. Using multimedia elements in your slides

To add depth and variety to your presentation, consider incorporating multimedia elements such as videos, audio clips, interactive charts or animations. These elements help illustrate concepts, showcase product demonstrations or provide real-life examples, making your proposal more engaging and memorable.

7. Incorporating interactive elements

Depending on the platform or setting of your presentation, incorporating interactive elements can enhance engagement. Live polls, Q&A sessions or group exercises encourage active participation, clarification and a deeper understanding of your proposal. Creating opportunities for interaction keeps your audience engaged and invested in the presentation.

8. Testing the readability and accessibility of your slides

Ensure that your slides are easily readable on different devices and screen sizes. Test for color blindness accessibility by using tools or viewing your presentation in grayscale. Consider incorporating alt text for images to make your presentation accessible to visually impaired individuals. Ensuring readability and accessibility demonstrates your commitment to inclusivity and professionalism.

Sometimes, using a simple presentation template makes all the difference as they promote effective communication, minimizes confusion and ensures that the audience can grasp the main points effortlessly. Try it out for your next presentation!

9. practice, practice and practice again.

Even the most well-prepared presentation can fall flat if you stumble through it. So, practice, practice and practice some more. Rehearse your presentation until you feel comfortable and confident. Pay attention to your tone, pace and body language. Incorporate pauses for emphasis, maintain eye contact and engage with your audience. I promise — the more you practice, the more comfortable and effective you’ll become as a presenter.

10. Ending with a memorable closing statement

Leave a lasting impression by crafting a memorable closing statement. Summarize the key benefits of your proposal, reinforce its importance or leave your audience with a thought-provoking quote. End your presentation with a call to action that inspires action and demonstrates the urgency of taking the next steps.

Ready to get started? Pick from these engaging presentation templates that can get your audience hooked on your presentation till the end.

Your business proposal presentation can be the key to securing new clients, partnerships or investment opportunities. That said, delivering a winning presentation requires careful planning, effective communication and a deep understanding of your audience’s needs. 

Follow these 8 essential steps to deliver a persuasive and impactful business proposal presentation:

Step 1: Understand the requirements

Before diving into your business proposal presentation, take the time to clearly understand the requirements. Familiarize yourself with the format, time limit, submission date and any specific guidelines provided by the audience or client. This ensures that you meet their expectations and deliver a presentation that aligns with their needs.

Step 2: Research your audience

To make a lasting impact, conduct thorough research on your audience. Gain insights into their industry, needs, challenges and goals. This information allows you to tailor your presentation to their specific interests, speak their language and demonstrate the relevance of your proposal. It will also help you show that you understand their pain points and present your solution as the perfect fit for their requirements.

For example, this business proposal presentation targets food entrepreneurs and manufacturers who are passionate about the plant-based lifestyle to attract franchisees for their local green ingredients franchise. 

Step 3: Plan your content

A well-organized presentation keeps your audience engaged and makes your proposal more compelling. Develop a clear and logical structure to help strengthen your message and deliver a winning business proposal presentation. Define the key points you want to convey and outline the flow of information and make sure your content effectively addresses the audience’s pain points and emphasizes the benefits of your proposal. 

The opening moments of your presentation hold immense power – check out these 15 ways to start a presentation to set the stage and captivate your audience.

Step 4: Create compelling slides

Design visually appealing slides that support your content and enhance its impact. Use a consistent template that aligns with your branding and maintains a professional look. Incorporate high-quality visuals such as relevant images, charts or graphs to convey information effectively. 

Creativity is important but keep the design clean, uncluttered and focused on conveying your message clearly. Remember, visually engaging slides capture attention and reinforce your professionalism.

Don’t know where to start? Here are 5 ways how you can design winner presentation slides . Or you could browse our library of creative presentation templates that’ll easily set your presentation apart from competitors.

Step 5: engage your audience.

Active audience engagement is key to a successful business proposal presentation. Encourage interaction throughout your presentation by asking thought-provoking questions, seeking input or incorporating interactive elements like polls or group exercises. Show genuine interest in your audience’s feedback and questions as this builds rapport and demonstrates that you value their perspective. Engaging your audience creates a dynamic and memorable experience.

Giving an online presentation? Here are some tips on how to adapt your in-person presentation into a virtual presentation that will leave a lasting impression. 

Step 6: communicate with clarity.

Focus on the key messages and benefits of your proposal. Clear communication is vital to conveying your ideas effectively, so be sure to use language that is easily understandable and free from jargon. Support your points with concrete examples or stories that resonate with your audience. By communicating with clarity, you ensure that your message is easily comprehensible and memorable.

Step 7: Adapt and respond

Flexibility is crucial when delivering a business proposal presentation. Pay close attention to your audience’s reactions, questions and feedback. Be prepared to adapt your presentation on the fly to address their specific needs and concerns. 

The trick is to listen attentively and respond thoughtfully, demonstrating your ability to cater to their requirements. This flexibility and responsiveness build trust and show that you genuinely care about meeting their expectations.

Step 8: Follow up

After concluding your presentation, don’t let the momentum fade away. Follow up with your audience to address any remaining questions, provide additional information or clarify any points. 

Following up with your audience helps maintain the relationship and keeps the conversation going. By staying in touch, you demonstrate your commitment to their success and increase the chances of moving forward with your proposal.

Have another round of presentations coming up? Give it your best with these tips on how to improve your presentation skills . 

A business proposal presentation is not just a chance to present your business idea; it’s a prime opportunity to showcase the unique value, potential and profitability of your business concept 

By following the tips and tricks in this article, I’m confident that business professionals like you can easily win over potential investors and prospective clients.

Venngage offers a wide range of pre-designed templates specifically tailored for business proposals. With the help of Venngage’s presentation maker , creating visually appealing and professional business proposal presentations becomes easier than ever.

Step 1: Sign up for a Venngage account (P.S. It’s free!). 

Step 2:  Browse through Venngage’s template library and choose a business presentation template that suits your needs (they’re all created by our expert in-house designers).

Step 3: Replace the placeholder text in the template with content from your business proposals.

Step 4: Customize your business presentation in just a few clicks with our user-friendly drag-and-drop editor tool. Modify various elements such as text, colors, fonts, backgrounds and layout. Enhance your presentation with visual aids such as images, icons, charts and graphs.

Step 5: Share your presentation publicly or upgrade to a business account to export the presentation to PowerPoint or PDF. You can also choose to present straight from Venngage’s presentation software.

10 must-have slides in a business presentation

Nearly every professional, regardless of their role and field, will create and deliver a business presentation at some point in their career. Creating a slide deck takes a lot of preparation, including planning the content, structuring the slides, designing with appealing visuals and rehearsing the pitch.

  The 10-20-30 rule is a commonly used and much-praised structure for creating a business presentation. Following the 10-20-30 rule, the presenter should not present more than 10 slides, should not exceed 20 minutes, and should not use font sizes less than 30 point. Created by Guy Kawasaki , this method is for presenters to create and deliver impactful presentation.

  For a business deck, presenting your content in 10 slides can be a challenging task, as your messaging needs to be concise yet persuasive. Here are 10 slides that you should include in your business presentation to make your slide deck a success.

1. Title slide

This is the introduction slide that gives your audience an overview of what your presentation is about. Include important details like your topic, company name, logo, date of presentation, presenter name, and designation.

What makes a good title slide?

If you’re promoting a product or a service to your audience, then use a picture of it in the title slide instead of stock images. Provide crucial details that help your audience understand what they can expect from the session. Use a clean, simple font style in an appropriate size with a contrasting background to make the title easy to read.

2. Problem statement 

The objective of a business presentation should be to offer a solution to a business problem. Use this slide to define the problem for which you’re proposing a solution. Make your points clear, concise, and persuasive by highlighting the impact it has on the business.

What makes a good problem statement slide?

State the business problem you’ve set out to solve. Involve your audience by asking them if they have a solution to the above problem and then explain how your idea can impact the business. Make your content precise and easy to read without overwhelming your audience with too much information.

Define the goals you’re aiming to achieve through this presentation and list them as stages in your plan. Demonstrate your goals as points with a realistic timeline for each milestone.

What makes a good goals slide?

  Goals help set the direction for your business plan. Let’s say you’re launching a new product in the market and need to list the various milestones you’re aiming to accomplish to get the product to your audience. Instead of showcasing them as plain bullet points, break them down into milestones with timelines. Explain them in a few words and emphasize key points with animation effects and icons to make it visually appealing.

  4. Solution or Strategy

Now that you have mentioned the problem and set goals for your business, use this slide to talk about how you’re planning to achieve them. Write an overview of your strategy and plan of action and highlight the key points.

What makes a good solution slide?

Introduce your strategy with an impressive title and emphasize important content using text effects. Make your content compelling by highlighting the benefits of your strategy and presenting your solution as a narrative with eye-catching visuals and icons.

  5. Analysis

Your market, SWOT, and competitor analysis form an essential component in laying out your business plan in detail. Use supporting data in your business presentation to walk your audience through the analysis.

What makes a good analysis slide?

If your slide deck is for a product launch, then validate your strategy by including your analysis of the market, competitors, and your target customers to understand your position in the business. Instead of plain text, use charts and tables to explain your insights for these numbers. Bring your data to life with animation and text effects.

6. Financial plan and revenue    

Your business presentation should include your financial plan, revenue projections, and other relevant metrics necessary to measure the success of your business strategy.

What makes a good finance slide?

Present the budget required for different business stages like research, development, execution, marketing, etc. Use charts to break down your finances in planned stages. Add visuals and bring your charts to life with animation and effects.

Every business deck needs supporting data to validate your analysis and plan. Use charts and tables to help your audience understand your business position better.

  What makes a good data slide?

For business presentations like project management, add data to compare and analyze your plan and  identify  areas of improvement. Determine the best chart style to showcase your numbers and highlight the compelling data points, then add a line or two of your own conclusions from these numbers and explain them in detail during the presentation.

8. Timeline  

Setting up a timeline for your business is crucial as it establishes the direction, priorities, and roadmap for achieving your business goals. You can also use a timeline to showcase your company’s journey by featuring various milestones, starting with its inception and highlighting some of your prominent projects to date.

What makes a good timeline slide?

Make your timeline slide less text-heavy and more visual with a timeline chart to take your audience through the various milestones. Add visuals, icons, and path animations to make your timeline visually engaging.

Introducing your team members forms an integral part of your business presentation as its sends a strong message of your company’s expertise. For a small business, you can introduce all your employees, while bigger companies should introduce members crucial for the operation of your company.

What makes a good team slide?

For presentations like a project report or sales pitch, it’s necessary to include your team slide as the audience needs to know the members involved in the project. Include headshots of your team members with their title/designation, along with a short description of their role in the business.

10. Q&A or End Slide

This will be the closing slide of your business presentation and must leave a lasting impact on your audience. If you want to answer audience questions, schedule your Q&A session at the end of your presentation.

What makes a good end slide?

A good end slide recaps your overall presentation and contains your company’s important details. Close your presentation with a rhetorical question to make a thought-provoking impact on your audience.

  For nearly every type of business presentation or pitch, these ten slides will help you create a strong framework for your slide deck. However, don’t forget that different sorts of business presentations have their styles and needs based on the objective, industry, and the target audience. To learn more about some best practices for creating a presentation template for every industry,   take a look at our previous blog post .

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120 Presentation Topic Ideas Help You Hook Your Audience

Updated: January 15, 2024

Published: August 09, 2023

Cooking is easy. The puzzle is figuring out what to eat. As soon as you know that, you can get started. The same holds for presentations. The sooner you can whip up a good, informative, and catchy topic, the easier the rest of the process becomes.

Pick a good topic that resonates with you and your audience to set a strong foundation. But select the wrong topic, and it becomes difficult to connect with your audience, find mutual interests, or hold their attention.

So, let’s learn how to develop thought-provoking and relevant topics for your presentations. You’ll also find some best practices to make your presentation memorable.

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How to Choose a Great Presentation Topic in 5 Steps

120 presentation topic ideas, 5 presentation tips.

4. Choose an appropriate presentation style.

There are many ways to present a topic. Your personality, the topic at hand, and your audience’s personas will help you determine which style would best fit you and your audience.

Select a presentation style that will communicate the main idea clearly and have a lasting impact on your audience.

For instance, explore a freeform style presenter by Sir Ken Robinson.

5. Engage with your audience.

Work on your presentation skills to make a strong connection with your audience, get through to them and leave a mark.

Think of the presenter as the link between the topic and the audience. A strong or a weak presenter can make a difference between a presentation being a thriving success or a boring failure.

Hone your skills by engaging and interacting with your audience. Make them feel like a part of the presentation and not just spectators. 70% of marketers have found presentations with interactive content to be more effective than those without.

Here are a few ways you can make your presentation interactive:

• Start your speech with uncommon questions to your audience. Involve them from the get-go, like ask to raise their hands if X.
• Make eye contact to build credibility and show confidence. Don’t stare at your slides or notes. Smile occasionally and talk to the audience directly.
• Have an active and confident body language. Don’t stand in the same place the entire time. Move around the stage.
• Don’t be monotonous. Speak as you would to a colleague — with enthusiasm.
• Ask close-ended questions in between to keep the audience engaged without losing time. Address them using their names to keep things interesting.
• Share personal experiences and stories that your audience will find fascinating and relatable.
• Practice thoroughly before you present so you’re fluent with the material and delivery.
• Energy and excitement can be quite contagious. Make sure you exude enough to spread some to your audience.

Feeling Inspired Yet?

Now you have all the right ingredients for choosing amazing topics and a hundred ideas to drive inspiration from. So, go ahead and start cooking presentations that will blow your audience away.

Don’t forget to choose a super-relevant topic and add meaty information. Do it with excitement to make it enjoyable for you and your audience. Best of luck!

Don't forget to share this post!

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Gurobi Announces Upcoming Presentation at NVIDIA GTC AI Conference

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BEAVERTON, Ore. — Gurobi Optimization, LLC , the leader in decision intelligence technology, today announced that Dr. Greg Glockner, Vice President and Technical Fellow, will be presenting at the NVIDIA GTC AI Conference. The presentation, “Accelerate Gurobi Optimization with Energy-Efficient NVIDIA Grace CPU,” will take place on Wednesday, March 20.

Gurobi Announces Upcoming Presentation at NVIDIA GTC AI Conference Back to video

Mathematical optimization is key to planning and scheduling in practically every industry and government agency. Computations for mathematical optimization are CPU-intensive. Customers always want faster performance, but this often is associated with computers that consume more electricity. In Dr. Glockner’s presentation, he will present benchmark results for NVIDIA Grace, which gives fast performance at lower power consumption than other popular processors.

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“The new NVIDIA Grace Hopper Superchip not only is fast, but does so at lower power consumption than other leading server processors,” said Dr. Glockner. “Lower power consumption has multiple benefits, including lower cost for electricity, less cooling, and a lower footprint for the data center. It’s a win-win.”

To learn more about the event and add this presentation to your schedule, please visit the NVIDIA GTC event site .

About Gurobi Optimization

With Gurobi’s decision intelligence technology, customers can make optimal business decisions in seconds. From workforce scheduling and portfolio optimization to supply chain design and everything in between, Gurobi identifies the optimal solution, out of trillions of possibilities.

As the leader in decision intelligence, Gurobi delivers easy-to-integrate, full-featured software and best-in-class support, with an industry-leading 98% customer satisfaction rating.

Founded in 2008, Gurobi has operations across the Americas, Europe, and Asia. Over 2,500 global customers across 40+ industries run on Gurobi, including SAP, Air France, and the National Football League, as well as over 80% of the world’s leading enterprises. For more information, please visit https://www.gurobi.com/ or call +1 713 871 9341.

View source version on businesswire.com: https://www.businesswire.com/news/home/20240314735789/en/

Nell-Marie Colman (540) 952 9719 Gurobi Optimization [email protected]

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Bank of Canada walking a 'tightrope' as analysts forecast inflation jump in February

Homebuyers should jump into the market before interest rates go down, says expert, bank of canada urged to move 'aggressively' on interest rate cuts, the evidence leaves no doubt — rent controls hurt rental supply, newcomers to canada tone down expectations as they look to survive rising prices, survey says.

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A generative AI reset: Rewiring to turn potential into value in 2024

It’s time for a generative AI (gen AI) reset. The initial enthusiasm and flurry of activity in 2023 is giving way to second thoughts and recalibrations as companies realize that capturing gen AI’s enormous potential value is harder than expected .

With 2024 shaping up to be the year for gen AI to prove its value, companies should keep in mind the hard lessons learned with digital and AI transformations: competitive advantage comes from building organizational and technological capabilities to broadly innovate, deploy, and improve solutions at scale—in effect, rewiring the business  for distributed digital and AI innovation.

About QuantumBlack, AI by McKinsey

QuantumBlack, McKinsey’s AI arm, helps companies transform using the power of technology, technical expertise, and industry experts. With thousands of practitioners at QuantumBlack (data engineers, data scientists, product managers, designers, and software engineers) and McKinsey (industry and domain experts), we are working to solve the world’s most important AI challenges. QuantumBlack Labs is our center of technology development and client innovation, which has been driving cutting-edge advancements and developments in AI through locations across the globe.

Companies looking to score early wins with gen AI should move quickly. But those hoping that gen AI offers a shortcut past the tough—and necessary—organizational surgery are likely to meet with disappointing results. Launching pilots is (relatively) easy; getting pilots to scale and create meaningful value is hard because they require a broad set of changes to the way work actually gets done.

Let’s briefly look at what this has meant for one Pacific region telecommunications company. The company hired a chief data and AI officer with a mandate to “enable the organization to create value with data and AI.” The chief data and AI officer worked with the business to develop the strategic vision and implement the road map for the use cases. After a scan of domains (that is, customer journeys or functions) and use case opportunities across the enterprise, leadership prioritized the home-servicing/maintenance domain to pilot and then scale as part of a larger sequencing of initiatives. They targeted, in particular, the development of a gen AI tool to help dispatchers and service operators better predict the types of calls and parts needed when servicing homes.

Leadership put in place cross-functional product teams with shared objectives and incentives to build the gen AI tool. As part of an effort to upskill the entire enterprise to better work with data and gen AI tools, they also set up a data and AI academy, which the dispatchers and service operators enrolled in as part of their training. To provide the technology and data underpinnings for gen AI, the chief data and AI officer also selected a large language model (LLM) and cloud provider that could meet the needs of the domain as well as serve other parts of the enterprise. The chief data and AI officer also oversaw the implementation of a data architecture so that the clean and reliable data (including service histories and inventory databases) needed to build the gen AI tool could be delivered quickly and responsibly.

Creating value beyond the hype

Let’s deliver on the promise of technology from strategy to scale.

Our book Rewired: The McKinsey Guide to Outcompeting in the Age of Digital and AI (Wiley, June 2023) provides a detailed manual on the six capabilities needed to deliver the kind of broad change that harnesses digital and AI technology. In this article, we will explore how to extend each of those capabilities to implement a successful gen AI program at scale. While recognizing that these are still early days and that there is much more to learn, our experience has shown that breaking open the gen AI opportunity requires companies to rewire how they work in the following ways.

Figure out where gen AI copilots can give you a real competitive advantage

The broad excitement around gen AI and its relative ease of use has led to a burst of experimentation across organizations. Most of these initiatives, however, won’t generate a competitive advantage. One bank, for example, bought tens of thousands of GitHub Copilot licenses, but since it didn’t have a clear sense of how to work with the technology, progress was slow. Another unfocused effort we often see is when companies move to incorporate gen AI into their customer service capabilities. Customer service is a commodity capability, not part of the core business, for most companies. While gen AI might help with productivity in such cases, it won’t create a competitive advantage.

To create competitive advantage, companies should first understand the difference between being a “taker” (a user of available tools, often via APIs and subscription services), a “shaper” (an integrator of available models with proprietary data), and a “maker” (a builder of LLMs). For now, the maker approach is too expensive for most companies, so the sweet spot for businesses is implementing a taker model for productivity improvements while building shaper applications for competitive advantage.

Much of gen AI’s near-term value is closely tied to its ability to help people do their current jobs better. In this way, gen AI tools act as copilots that work side by side with an employee, creating an initial block of code that a developer can adapt, for example, or drafting a requisition order for a new part that a maintenance worker in the field can review and submit (see sidebar “Copilot examples across three generative AI archetypes”). This means companies should be focusing on where copilot technology can have the biggest impact on their priority programs.

Copilot examples across three generative AI archetypes

• “Taker” copilots help real estate customers sift through property options and find the most promising one, write code for a developer, and summarize investor transcripts.
• “Shaper” copilots provide recommendations to sales reps for upselling customers by connecting generative AI tools to customer relationship management systems, financial systems, and customer behavior histories; create virtual assistants to personalize treatments for patients; and recommend solutions for maintenance workers based on historical data.
• “Maker” copilots are foundation models that lab scientists at pharmaceutical companies can use to find and test new and better drugs more quickly.

Some industrial companies, for example, have identified maintenance as a critical domain for their business. Reviewing maintenance reports and spending time with workers on the front lines can help determine where a gen AI copilot could make a big difference, such as in identifying issues with equipment failures quickly and early on. A gen AI copilot can also help identify root causes of truck breakdowns and recommend resolutions much more quickly than usual, as well as act as an ongoing source for best practices or standard operating procedures.

The challenge with copilots is figuring out how to generate revenue from increased productivity. In the case of customer service centers, for example, companies can stop recruiting new agents and use attrition to potentially achieve real financial gains. Defining the plans for how to generate revenue from the increased productivity up front, therefore, is crucial to capturing the value.

Upskill the talent you have but be clear about the gen-AI-specific skills you need

By now, most companies have a decent understanding of the technical gen AI skills they need, such as model fine-tuning, vector database administration, prompt engineering, and context engineering. In many cases, these are skills that you can train your existing workforce to develop. Those with existing AI and machine learning (ML) capabilities have a strong head start. Data engineers, for example, can learn multimodal processing and vector database management, MLOps (ML operations) engineers can extend their skills to LLMOps (LLM operations), and data scientists can develop prompt engineering, bias detection, and fine-tuning skills.

A sample of new generative AI skills needed

The following are examples of new skills needed for the successful deployment of generative AI tools:

• data scientist:
• prompt engineering
• in-context learning
• bias detection
• pattern identification
• reinforcement learning from human feedback
• hyperparameter/large language model fine-tuning; transfer learning
• data engineer:
• data wrangling and data warehousing
• data pipeline construction
• multimodal processing
• vector database management

The learning process can take two to three months to get to a decent level of competence because of the complexities in learning what various LLMs can and can’t do and how best to use them. The coders need to gain experience building software, testing, and validating answers, for example. It took one financial-services company three months to train its best data scientists to a high level of competence. While courses and documentation are available—many LLM providers have boot camps for developers—we have found that the most effective way to build capabilities at scale is through apprenticeship, training people to then train others, and building communities of practitioners. Rotating experts through teams to train others, scheduling regular sessions for people to share learnings, and hosting biweekly documentation review sessions are practices that have proven successful in building communities of practitioners (see sidebar “A sample of new generative AI skills needed”).

It’s important to bear in mind that successful gen AI skills are about more than coding proficiency. Our experience in developing our own gen AI platform, Lilli , showed us that the best gen AI technical talent has design skills to uncover where to focus solutions, contextual understanding to ensure the most relevant and high-quality answers are generated, collaboration skills to work well with knowledge experts (to test and validate answers and develop an appropriate curation approach), strong forensic skills to figure out causes of breakdowns (is the issue the data, the interpretation of the user’s intent, the quality of metadata on embeddings, or something else?), and anticipation skills to conceive of and plan for possible outcomes and to put the right kind of tracking into their code. A pure coder who doesn’t intrinsically have these skills may not be as useful a team member.

While current upskilling is largely based on a “learn on the job” approach, we see a rapid market emerging for people who have learned these skills over the past year. That skill growth is moving quickly. GitHub reported that developers were working on gen AI projects “in big numbers,” and that 65,000 public gen AI projects were created on its platform in 2023—a jump of almost 250 percent over the previous year. If your company is just starting its gen AI journey, you could consider hiring two or three senior engineers who have built a gen AI shaper product for their companies. This could greatly accelerate your efforts.

Form a centralized team to establish standards that enable responsible scaling

To ensure that all parts of the business can scale gen AI capabilities, centralizing competencies is a natural first move. The critical focus for this central team will be to develop and put in place protocols and standards to support scale, ensuring that teams can access models while also minimizing risk and containing costs. The team’s work could include, for example, procuring models and prescribing ways to access them, developing standards for data readiness, setting up approved prompt libraries, and allocating resources.

While developing Lilli, our team had its mind on scale when it created an open plug-in architecture and setting standards for how APIs should function and be built.  They developed standardized tooling and infrastructure where teams could securely experiment and access a GPT LLM , a gateway with preapproved APIs that teams could access, and a self-serve developer portal. Our goal is that this approach, over time, can help shift “Lilli as a product” (that a handful of teams use to build specific solutions) to “Lilli as a platform” (that teams across the enterprise can access to build other products).

For teams developing gen AI solutions, squad composition will be similar to AI teams but with data engineers and data scientists with gen AI experience and more contributors from risk management, compliance, and legal functions. The general idea of staffing squads with resources that are federated from the different expertise areas will not change, but the skill composition of a gen-AI-intensive squad will.

Set up the technology architecture to scale

Building a gen AI model is often relatively straightforward, but making it fully operational at scale is a different matter entirely. We’ve seen engineers build a basic chatbot in a week, but releasing a stable, accurate, and compliant version that scales can take four months. That’s why, our experience shows, the actual model costs may be less than 10 to 15 percent of the total costs of the solution.

Building for scale doesn’t mean building a new technology architecture. But it does mean focusing on a few core decisions that simplify and speed up processes without breaking the bank. Three such decisions stand out:

• Focus on reusing your technology. Reusing code can increase the development speed of gen AI use cases by 30 to 50 percent. One good approach is simply creating a source for approved tools, code, and components. A financial-services company, for example, created a library of production-grade tools, which had been approved by both the security and legal teams, and made them available in a library for teams to use. More important is taking the time to identify and build those capabilities that are common across the most priority use cases. The same financial-services company, for example, identified three components that could be reused for more than 100 identified use cases. By building those first, they were able to generate a significant portion of the code base for all the identified use cases—essentially giving every application a big head start.
• Focus the architecture on enabling efficient connections between gen AI models and internal systems. For gen AI models to work effectively in the shaper archetype, they need access to a business’s data and applications. Advances in integration and orchestration frameworks have significantly reduced the effort required to make those connections. But laying out what those integrations are and how to enable them is critical to ensure these models work efficiently and to avoid the complexity that creates technical debt  (the “tax” a company pays in terms of time and resources needed to redress existing technology issues). Chief information officers and chief technology officers can define reference architectures and integration standards for their organizations. Key elements should include a model hub, which contains trained and approved models that can be provisioned on demand; standard APIs that act as bridges connecting gen AI models to applications or data; and context management and caching, which speed up processing by providing models with relevant information from enterprise data sources.
• Build up your testing and quality assurance capabilities. Our own experience building Lilli taught us to prioritize testing over development. Our team invested in not only developing testing protocols for each stage of development but also aligning the entire team so that, for example, it was clear who specifically needed to sign off on each stage of the process. This slowed down initial development but sped up the overall delivery pace and quality by cutting back on errors and the time needed to fix mistakes.

Ensure data quality and focus on unstructured data to fuel your models

The ability of a business to generate and scale value from gen AI models will depend on how well it takes advantage of its own data. As with technology, targeted upgrades to existing data architecture  are needed to maximize the future strategic benefits of gen AI:

• Be targeted in ramping up your data quality and data augmentation efforts. While data quality has always been an important issue, the scale and scope of data that gen AI models can use—especially unstructured data—has made this issue much more consequential. For this reason, it’s critical to get the data foundations right, from clarifying decision rights to defining clear data processes to establishing taxonomies so models can access the data they need. The companies that do this well tie their data quality and augmentation efforts to the specific AI/gen AI application and use case—you don’t need this data foundation to extend to every corner of the enterprise. This could mean, for example, developing a new data repository for all equipment specifications and reported issues to better support maintenance copilot applications.
• Understand what value is locked into your unstructured data. Most organizations have traditionally focused their data efforts on structured data (values that can be organized in tables, such as prices and features). But the real value from LLMs comes from their ability to work with unstructured data (for example, PowerPoint slides, videos, and text). Companies can map out which unstructured data sources are most valuable and establish metadata tagging standards so models can process the data and teams can find what they need (tagging is particularly important to help companies remove data from models as well, if necessary). Be creative in thinking about data opportunities. Some companies, for example, are interviewing senior employees as they retire and feeding that captured institutional knowledge into an LLM to help improve their copilot performance.
• Optimize to lower costs at scale. There is often as much as a tenfold difference between what companies pay for data and what they could be paying if they optimized their data infrastructure and underlying costs. This issue often stems from companies scaling their proofs of concept without optimizing their data approach. Two costs generally stand out. One is storage costs arising from companies uploading terabytes of data into the cloud and wanting that data available 24/7. In practice, companies rarely need more than 10 percent of their data to have that level of availability, and accessing the rest over a 24- or 48-hour period is a much cheaper option. The other costs relate to computation with models that require on-call access to thousands of processors to run. This is especially the case when companies are building their own models (the maker archetype) but also when they are using pretrained models and running them with their own data and use cases (the shaper archetype). Companies could take a close look at how they can optimize computation costs on cloud platforms—for instance, putting some models in a queue to run when processors aren’t being used (such as when Americans go to bed and consumption of computing services like Netflix decreases) is a much cheaper option.

Build trust and reusability to drive adoption and scale

Because many people have concerns about gen AI, the bar on explaining how these tools work is much higher than for most solutions. People who use the tools want to know how they work, not just what they do. So it’s important to invest extra time and money to build trust by ensuring model accuracy and making it easy to check answers.

One insurance company, for example, created a gen AI tool to help manage claims. As part of the tool, it listed all the guardrails that had been put in place, and for each answer provided a link to the sentence or page of the relevant policy documents. The company also used an LLM to generate many variations of the same question to ensure answer consistency. These steps, among others, were critical to helping end users build trust in the tool.

Part of the training for maintenance teams using a gen AI tool should be to help them understand the limitations of models and how best to get the right answers. That includes teaching workers strategies to get to the best answer as fast as possible by starting with broad questions then narrowing them down. This provides the model with more context, and it also helps remove any bias of the people who might think they know the answer already. Having model interfaces that look and feel the same as existing tools also helps users feel less pressured to learn something new each time a new application is introduced.

Getting to scale means that businesses will need to stop building one-off solutions that are hard to use for other similar use cases. One global energy and materials company, for example, has established ease of reuse as a key requirement for all gen AI models, and has found in early iterations that 50 to 60 percent of its components can be reused. This means setting standards for developing gen AI assets (for example, prompts and context) that can be easily reused for other cases.

While many of the risk issues relating to gen AI are evolutions of discussions that were already brewing—for instance, data privacy, security, bias risk, job displacement, and intellectual property protection—gen AI has greatly expanded that risk landscape. Just 21 percent of companies reporting AI adoption say they have established policies governing employees’ use of gen AI technologies.

Similarly, a set of tests for AI/gen AI solutions should be established to demonstrate that data privacy, debiasing, and intellectual property protection are respected. Some organizations, in fact, are proposing to release models accompanied with documentation that details their performance characteristics. Documenting your decisions and rationales can be particularly helpful in conversations with regulators.

In some ways, this article is premature—so much is changing that we’ll likely have a profoundly different understanding of gen AI and its capabilities in a year’s time. But the core truths of finding value and driving change will still apply. How well companies have learned those lessons may largely determine how successful they’ll be in capturing that value.

The authors wish to thank Michael Chui, Juan Couto, Ben Ellencweig, Josh Gartner, Bryce Hall, Holger Harreis, Phil Hudelson, Suzana Iacob, Sid Kamath, Neerav Kingsland, Kitti Lakner, Robert Levin, Matej Macak, Lapo Mori, Alex Peluffo, Aldo Rosales, Erik Roth, Abdul Wahab Shaikh, and Stephen Xu for their contributions to this article.

This article was edited by Barr Seitz, an editorial director in the New York office.

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