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STAR: Sinarmas Training and Development

Academy
Storylining & Slidewriting

July 2017
Our training today: Storylining & Slidewriting

Clear
storyline

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Powerful
slides

This document is for training participants only and is not to


be distributed further without explicit BCG permission
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 1
Storylining & Slidewriting is one of the five trainings in STAR

1 2 3 4 5
Hypothesis-Driven Modeling Structuring your Strategic project Leading effective
Problem Solving Analysis Message planning meetings

• Defining the real • Designing, building • Translating • Creating effective • Facilitating


problem and using a model hypotheses into a timelines, effective meetings
• Formulating to validate logic and clear and compelling workplans • Handling
What is hypotheses quantify impact story • Driving projects challenging
it? • Defining required • Detailing and from start to finish question
analyses to support visualizing the story
the hypotheses in clear and powerful
slides

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
• Ensures focus: • Ensures analytic • Ensures clarity: • Ensures execution: • Ensures impact:
Why
sets the right level of rigor: highlights the "so creates the setting create and conduct
does it supports what", allowing to in which the right effective meetings
detail for the right
matter topics hypotheses with decide and take decisions are made
? logic and data action

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 2
Agenda

Introduction: Setting the development agenda 10 minutes

The Five Key BCG Success Factors for Storylining1 60 minutes

Break 10 minutes

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
The Five Key BCG Success Factors for Slidewriting1 60 minutes

Wrap up: Key learnings and how to make it stick 10 minutes

1.Including exercises
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 3
Today's focus is on two key elements of communication:
Storyline & Written Slides

Content or 'insights'

Written slides

Structure or Effective

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
'storyline' communication!

Oral delivery

Storylining and written slides can make the difference between


"being right" and "getting it across"

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 4
Storylining and Slidewriting is so important because it helps
you to deliver what your audience needs most: the "so what"

You often spend most time on collecting ...but in the end, your audience is mainly
and analyzing information... interested in the 'so what' for them

Time Value
spent perceived

Synthesizing Synthesizing
What is the result?
What decision do we
need to take?

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
What are the risks?

Collecting and
analyzing information Collecting and
analyzing information

Formulating the problem


How do we perform?
Formulating the problem What are the root causes?

Effective written communication helps you transform data


analyses results to a compelling "so what" for your audience

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 5
For discussion: What do you want to get out of this training?

How is Storylining & Slidewriting relevant for your work?


• If you would be able to create really great storylines and slides, how would that help you to
achieve better results?

What would you like to be able to do differently/better after this training?


• What specific skills on storylines or Slidewriting would you like to improve?
• What would you like to do different for your next (PowerPoint) presentation?
• How would your coworkers/clients/boss notice the change?

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 6
Agenda

Introduction: Setting the development agenda 10 minutes

The Five Key BCG Success Factors for Storylining1 60 minutes

Break 10 minutes

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
The Five Key BCG Success Factors for Slidewriting1 60 minutes

Wrap up: Key learnings and how to make it stick 10 minutes

1.Including exercises
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 7
The Five Key Success Factors for Storylining

1
Define key messages – structure them applying the Pyramid Principle
• Divide the question into underlying questions, generate insights by answering these
• Cluster these insights and summarize them into a number of key messages

2
Understand your audience – choose the best way to tell them the story
• What is their background and ingoing mindset?
• What type of story will be most effective?

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Write the executive summary – structure your summary in four parts
• Specify the situation, Identify the problem, Propose a solution and Discuss the impact

4
Build your slide flow – translate your executive summary to a flow of slides
• Start with slide titles; these are the same as the key messages in your executive summary
• Think of the best content and visuals to support the slide titles

5
Review and re-iterate – look through your own eyes and those of the audience
• Own eyes: is it correct, complete and clear, really the best story you can tell?
• Audience: how will it make them feel? Will they understand? Will they take action?

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 8
1

Use the pyramid principle: divide the overall question into


more specific underlying questions

Overall question Underlying questions

1 How does the current dishwasher perform?


• Do dishes get clean?

2 Is the current dishwasher reliable?


• Does it ever break down?
Should the presentation • How costly/frequent are repairs?
audience purchase a new
3 What are potential dishwashing options?

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
dishwasher to replace the
current dishwasher? • Can dishes be washed by hand?
• Can the current dishwasher be repaired?
• Can a new one be purchased?

4 If a new dishwasher is required, which should be


purchased?
• Option A
• Option B

Answering these questions should generate a list of insights


for the presentation

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 9
1

Cluster these insights and summarize them in a number of


key messages

Take the different insights that came from ... cluster them, and formulate messages
your research... which summarize each group of insights

Cups are dirty – drinking out of the bottle Current dishwasher does not perform well
Cups are dirty – drinking out of the bottle
Repairs take over a week – no clean dishes
Utensils are dirty – forced to use plastic

Utensils are dirty – forced to use plastic Dishes piled up in the sink for 2 weeks

Nobody likes doing dishes by hand Current dishwasher is costly and unreliable

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Current dishwasher breaks down 1x a month
Current dishwasher breaks down 1x a month
Repairs are costly

New dishwashers are more reliable Repairs take over a week – no clean dishes

Model X has good reputation, on sale Various solutions available – action needed
Nobody likes doing dishes by hand
Repairs are costly
New dishwashers are more reliable
Dishes piled up in the sink for 2 weeks Can afford a new dishwasher

Can afford a new dishwasher Model X has good reputation, on sale

1. Mutually exclusive and collectively exhaustive


CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 10
1

Map out these key messages in a logic tree


With a hierarchy of key conclusions and supporting arguments

The final answer Key sub-points are MECE


(the big 'so what') governs Mutually Exclusive,
The dishwasher
the structure – makes key Collectively Exhaustive –
should be replaced ensuring that they are
message easy to understand by Model X
and act upon quickly absolutely convincing

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Current dishwasher
Current dishwasher Model X is a
is costly
does not perform well better alternative
and unreliable

Dirty Dirty Dirty Breaks Frequent High Several Several Model X


cups plates utensils down upkeep costs options criteria is best
The finer details at
The cascading logic
this level will ensure
will ensure that the
that the argument is
argument is clear
convincing
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 11
2

Understand your target audience and the best way to tell the
story to them

Two ways to tell your story Best fit with audience

• Initial question • Reluctant / hesitant "I'm not sure whether he


• Methodology • Little background knowledge really understands our
Bottom way of thinking"
• Analysis results • Focused on detail
up
• Conclusions • More time to listen
• Recommendations • (Often: lower and mid-level audience) "Who does he think he is,
telling us what to do?"

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
• Key insights and/ or • Confident "I'm sure he knows what
• Enough background knowledge he is talking about. "
Top required decisions/actions
down • Followed by supporting • High level overview
back-up slides • Little time or patience
• (Often: senior audience) "So what actions do you
recommend we take"

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 12
2

Think explicitly on what you want to achieve with your


audience

Typical action-oriented purposes Typical passionate purposes

Check agreement Challenge

Pass decisions Convince

Reaffirm decisions Get commitment

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Choose focus of next phase Motivate / inspire

Agree on next steps Reassure

Open up next project phase Praise

How do you want the audience to feel and think?


What actions do you want them to take?

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 13
3

Write the exec. summary using 4 steps: Specify the situation,


identify the problem, propose a solution and discuss impact

Conventional story: builds over time to a Executive summary:


climax, conclusions buried at the end BCG story in four steps

Situation
This because and because
happened then Setting the situation and background

Problem
conflict emotional motivational

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
escalation peak
Identify the problem(s) or opportunity

Solution
crisis impact resolution
Propose solution

THE END Impact


Discuss impact and implications

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 14
3

Writing executive summaries – an example


It may be the only page you get to present... Spend quality time on it!

Structure Sample executive summary Tips

Company X has been active in the white goods


Be succinct – aim for 1-
Situation market for 20 years 2 key lines, supported
by bullet points if
Growth in Company X sales has been stagnant needed
for three years. Moreover, the market is forecast
Problem
to shrink by 1% per annum
Be precise – use exact

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
figures instead of words
There is an opportunity to grow sales by 20% in like "very, mostly"
Solution five years through expanding into the dishwasher
segment
Be to the point – don't
evade the harder
In order to enter the segment, Company X needs
Impact messages or make
to invest $Y million over the next two years sidesteps

Executive Summary should mirror the flow of the deck,


but DO NOT let the tail wag the dog!

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 15
4

Tell the whole story with the flow of titles


Write titles before creating slides

Dishwasher does not perform well - does a poor


job cleaning
Does it tell the same
Dishwasher is costly and unreliable
story as the executive
summary?
Model X is a better alternative

The dishwasher should be replaced


by Model X
1

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Do we really need
Do we really need
every slide?
every
Option 1 slide?Option 2 Option 3
2 Description Description Description
Pros and Cons Pros and Cons Pros and Cons

3
We recommend option #2
4

Your slide titles should be the key messages of your


executive summary; if not, iterate either summary or slides

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 16
5

Review and re-iterate your document through your own eyes


by asking questions and checking yourself

Key questions Checking yourself

• Are key messages and arguments well • Are key messages complete, correct and comprehensive?
structured? • Do messages build sufficient support for the main Argument?
• Does the story ever stray from key points? (is there a reason?)

• Has the executive summary been • Is the situation (introduction) clear?


Structure structured the right way? • Has the problem been staged in a comprehensible way?
• Has the impact / implications (next steps) been discussed?

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
• Do slide titles match the executive • Does the flow of the titles tell the story?
summary? • Does the story flow well logically?
• Does the story flow well from slide to slide?

• Is the story complete? • What else is needed to make your story comprehensive?
• What else is needed to understand what you are saying?
• What is needed in addition to accept the argument?
Polish
• Is the story as simple and short as • Is this detail really needed?
possible? • Can I say this more simply?
• Is language / wording succinct, precise and to the point?

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 17
5

Review and re-iterate your document through the eyes of


your audience

Key questions
Will my audience be able to understand my story, my messages, my slides?
• Can people with a different perspective on the content understand the story, messages,
Understanding
slides?

How will the audience feel when they read the story?
Feelings &
What actions will they be inclined to take?

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
actions
• Is the story powerful enough to convince the audience to take the right actions?

What questions will the audience have?


• Does the story answer my audience's key questions? If not, what's missing?
Reactions &
Interactions
What parts of the story do I expect challenge or pushback on?
• Do I have the right preparation to give a convincing reaction (e.g. in appendix slides)?

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 18
Exercises
Five exercises to practice with the five Key Success Factors for
building an effective storyline
1

Exercise 1: Structure key messages in to a logic tree following the Pyramid Principle

Exercise 2: Understand your target audience, and the best way to tell this story to them

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Exercise 3: Convert the logic tree from Exercise 1 in to an executive summary

Exercise 4: Translate the executive summary from Exercise 3 in to a logical Slide Flow

5
Exercise 5: Review and re-iterate your document from Exercise 4 using the checklists

These 5 exercises are all based on one scenario/ example


("cleaning products") – see back up slides
1. This first step is the link between "Structured Thinking" and "Storylining & Slidewriting". See the training on structured thinking for more information on getting to the rught answer
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 19
1 Exercises
Storyline Exercise: Cleaning products – background for all
exercises

The audience is the management team of a manufacturer of professional-strength cleaning products (floor
care, hard surface and glass cleaners, air fresheners, etc.)

Background
• The company wants to double professional cleaning product sales in five years
• The company thinks it may make sense to expand more into services rather than focusing just on products
• Question for your presentation: should the company move in to the restaurant cleaning service business?

Discrete pieces of information (after three weeks)

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
• Route density is a key profit driver for many service industries
• Four segments of restaurants: quick-service independent, quick-service chain, full-service independent, full-
service chain
• Appearance is critical to restaurants
• Many restaurants outsource cleaning
• Most restaurants don't recognize the company's brand name
• High level of switching among cleaning service providers (for a better price); may also bring back in-house
• Competitors are quite concentrated (top competitor has 40% share)
• Labor comprises > 80% of competitors' cost structures

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 20
1 Exercises
Exercise 1: Structure the provided information in a logic tree
using the pyramid principle

Simple answer Key support Detailed support

...

... ...

...

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
...
... ...
...

...
...
...

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 21
2 Exercises
Exercise 2: How would you tell the "logic tree" story to these
two different audiences?

Very senior audience with limited time, Reluctant line managers that have to be
that has to make a decision convinced to implement solutions

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 22
3 Exercises
Exercise 3: Convert the logic tree from Exercise 1 in to an
executive summary

Assume a "standard audience" similar to presenting to the current group

Convert the logic tree from Exercise 1 in to an executive summary

Executive Summary

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 23
4 Exercises
Example output exercise 4:Translating executive summary to
flow of slides

The company goal is to double The company thinks a possible lever Should this company move in to the
professional sales in five years to achieve this is moving in to the restaurant cleaning industry?
service industry

Restaurant cleaning services do not Large market, but customers buy Profits would require a very efficient
appear to be an attractive based on price and switch often work force and route density
opportunity, for three reasons

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Our company is structurally Recommend not entering restaurant Next steps
disadvantaged and entry will be cleaning services
expensive

Go to Exercise 5: Review and re-iterate your document


from using the checklists
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 24
5 Exercises
Exercise 5: Review and re-iterate your document via the
checklist

Key questions Checking yourself

• Are key messages and arguments well • Are key messages complete, correct and comprehensive?
structured? • Do messages build sufficient support for the main Argument?
• Does the story ever stray from key points? (is there a reason?)

• Has the executive summary been • Is the situation (introduction) clear?


Structure structured the right way? • Has the problem been staged in a comprehensible way?
• Has the impact / implications (next steps) been discussed?

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
• Do slide titles match the executive • Does the flow of the titles tell the story?
summary? • Does the story flow well logically?
• Does the story flow well from slide to slide?

• Is the story complete? • What else is needed to make your story comprehensive?
• What else is needed to understand what you are saying?
• What is needed in addition to accept the argument?
Polish
• Is the story as simple and short as • Is this detail really needed?
possible? • Can I say this more simply?
• Is language / wording succinct, precise and to the point?

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 25
Agenda

Introduction: Setting the development agenda 10 minutes

The Five Key BCG Success Factors for Storylining1 60 minutes

Break 10 minutes

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
The Five Key BCG Success Factors for Slidewriting1 60 minutes

Wrap up: Key learnings and how to make it stick 10 minutes

1.Including exercises
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 26
Introduction slidewriting: is the most accurate also the best?
What does the London Tube map say about slidewriting?

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Source: Ed Tufte
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 27
This is what the tube map would like geographically

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Source: Ed Tufte
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 28
Agenda

Introduction: Setting the development agenda 10 minutes

The Five Key BCG Success Factors for Storylining1 60 minutes

Break 10 minutes

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
The Five Key BCG Success Factors for Slidewriting1 60 minutes

Wrap up: Key learnings and how to make it stick 10 minutes

1.Including exercises
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 29
The Five Key Success Factors for Slidewriting

1
Know the objective – know the purpose of the slide in the deck
• Know what you want to tell in the slide

2
Create the title - use the slide title to guide the reader to the key point of the slide
• Make sure the slide title is the key message of the slide

3
Make the point in the slide body - support it as clearly as possible by following three steps

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
• Determine the message / point
• Identify the relationship
• Select the slide form
4
Highlight the insight – use signposts, pay attention to detail and apply graphical excellence
• Use appropriate sign-posts to guide the reader's eye
• Pay attention to the details, they distract from the key message
• Apply the graphical excellence principles, this helps you communicate clear and simple
5
Review and re-iterate – through your own eyes and those of the audience
• Own eyes: is it correct, complete and clear, really the best way you can show this insight?
• Audience: how will it make them feel? Will they understand? Will they be motivated to take action?

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 30
1

Make sure each slide serves a purpose in the deck

Typical goal Examples

A
• Present analytic findings
Communicate a set of • Communicate financial implications
facts, ideas, insights or • Show key interview highlights
recommendations • Define next topics to research

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Guide the audience • Framework explaining the document and project structure
through structure and • Process of the project
process • Agenda and progress

Create, facilitate, or guide • Articulate the action steps / "things to do" for the audience
audience interaction • Framing for discussion

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 31
2

Use the slide title to guide the reader to the key point

Powerful slide titles...

Highlight the key insight from the page


• Refer to the entire page or a critical insight within the page
• Do not use the subtitle to continue the title

Match the body of the slide


Content • Make a claim directly supported by the data on the page
• Use the same language in the title and the slide

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Link together the story of the deck
• Test: can you tell the main points of the deck from reading the titles?
• Test: do the titles match the executive summary?

Are concise
• Try to write 1-line titles; stretch to 2 lines only if you must
• Adopt newspaper headline style
Form
Are precise: clarity of title is paramount
• Choose more precise language

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 32
2

Example: good slide titles tell the story

Do you prefer to read this story... or this story?

Historic revenue 2003-2013 Revenue growth is stagnant since 2009

Historic cost level 2003-2013 In the meantime, costs increased 15%

Forecast margin development Important to act now, to avoid losing


money next year

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Alternatives for profitability A cost reduction plan is most likely to
achieve objective of staying profitable

Recommendations Recommend assigning a cost reduction


to investigate focus areas

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 33
3

Use the slide body to support your point as clearly as


possible, following three steps to select the form

Determine the slide Identify the subtype of the


Select the appropriate slide form
objective objective

A Demonstrate a relationship, e.g. Use charts and graphics to allow


• Components of a whole the audience to see the relationship
• Ranking of items themselves
• Changes over time
Communicate a Provide information for reference (%)
Compa
ny A
Compa
ny B

set of facts, ideas, • To demonstrate level of detail


Main
point 1
25

25
35

30
Use tables that contain all relevant
Main

insights or • To be able to flip to as a backup point 2 50 35 data (don't just copy a model)

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Main 100 100

recommendations • To look up later point 3

Explain qualitatively / logically Slide Title


Sub-title Use structured word slides that
• Executive summary Main point 1
• Bullet point 1 reflect your views as accurately as
• Bullet point 2
• Recommendations Main point 2 possible (don't go into "letter mode")

B Guide audience Guide the audience through Use process and framework slides
through structure structure and process (i.e. graphically represent structure
and process and process)

C Create, facilitate, Create, facilitate, or guide Slide Title


Sub-title
Use structured word slides that are
Main point 1

or guide audience audience interaction • Bullet point 1


• Bullet point 2 brief in order to not hinder interaction
interaction Main point 2

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 34
3

Slide form: use different graphs to demonstrate different


kinds of relationships

Descriptive Explanatory

Line / Column, Waterfall, Map / Bubble


Relationship Area Bar, Variwide Spider Scatter

Composition
Relative size of components of
a whole

Ranking
Comparing performance of

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
several items at point of time

Time series
How performance varies over
time

Distribution
A whole decomposed in
quantitative ranges

Correlation
Relationships between
variables

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 35
4

Make sure the appearance of the slide highlights the insight (I)
Use appropriate sign-posts to guide the reader's eye

Tracer: helps to locate


Remember: good
the slide in the
titles tell a story
Main point of the slide storyline

Support for main


Remember: select

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
the appropriate
point Use color to highlight
slide form

Take-away box
Margins and white
Notes/sources space are also
(especially for data- important – they
heavy slides) Optional transition to next slide, or separate ideas and set
action to remember from this one structure on the page

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 36
4

Make sure the appearance of the slide highlights the insight (II)
Strive for slide excellence – great appearance, with attention to detail

Apply graphical excellence principles to Pay attention to details, they distract


achieve great appearance from key message

Don't "clutter up" Be complete


• Remove fills • Provide data sources for slides with charts and
• Replace grids by lines analyses
• Remove lines from boxes • Provide totals for tables where appropriate
• Be selective in use of color • Label your charts
• Be selective in use of animations • Refer to backups and appendices if needed
• Etc.

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Be rigorous
Less is more • Check that all figures add up
• If you think you don't need it, remove it • Check your spelling
• Move details to appendices or backups • Check whether tracers are consistent
• Check whether titles are still completely
Show information hierarchy consistent with content
• If there is structure, show it
• Apply structuring to both visuals and text

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 37
5

Review and re-iterate your slide through your eyes and the
eyes of your audience

Key questions
Does each slide serve a purpose in the deck?

Does the slide contain the right content?


• Does the slide title guide the reader to the key point of the slide?
• Does the slide body support the key point as clearly as possible?
Your own eyes
– • Have you chosen the best slide form for displaying data?
content
Does the slide use formatting to showcase the insight coming out of your analysis?
• Have you used appropriate sign-posts to guide the reader's eye?

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
• Have you paid attention to the details?
• Have you applied the graphical excellence principles?

Does my audience understand my slide?


• Can people with a different perspective on the content understand my slide?

How will the audience feel when they read the slide?
Your audience
What will they think?

What questions will the audience have when reading the slide?
• Does the slide answer my audience's questions? If not, what's missing?

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 38
Exercises

Slidewriting Exercises

You will now receive handouts with five slides containing information

Objective of this exercise: Translate this information in to powerful, compelling slides


• With the key messages clearly reflected in title and body, most suitable visuals, etc

Way of working:
• Form pairs

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
• Per pair: choose 2 information sheets and transform them in to slides (20 minutes)
• Each information sheet has a difficulty level indicated
• Every group presents their slide (5 minutes) followed by group feedback (5 minutes)

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Exercises

Alternative / additional slidewriting exercise

Before this training you have all sent in two slides: one that you are proud of, and one
needing improvement

Form groups of three, and discuss and improve these slides


• You will have 6 slides per group, 3 "good" and 3 "bad ones
• Analyze how they hold up against the discussed Slidewriting Key Success factors and what
you could do to improve them
• After that, improve the 6 slides and present "before and after" to the total group

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
– Given time constraints we might select 2-3 of the slides for the group presentations

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Agenda

Introduction: Setting the development agenda 10 minutes

The Five Key BCG Success Factors for Storylining1 60 minutes

Break 10 minutes

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
The Five Key BCG Success Factors for Slidewriting1 60 minutes

Wrap up: Key learnings and how to make it stick 10 minutes

1.Including exercises
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 41
The Five Key Success Factors for an effective storyline

1
Define key messages – structure them applying the Pyramid Principle
• Divide the question into underlying questions, generate insights by answering these
• Cluster these insights and summarize them into a number of key messages

2
Understand your audience – choose the best way to tell them the story
• What is their background and ingoing mindset?
• What type of story will be most effective?

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Write the executive summary – structure your summary in four parts
• Specify the situation, Identify the problem, Propose a solution and Discuss the impact

4
Build your slide flow – translate your executive summary to a flow of slides
• Start with slide titles; these are the same as the key messages in your executive summary
• Think of the best content and visuals to support the slide titles

5
Review and re-iterate – look through your own eyes and those of the audience
• Own eyes: is it correct, complete and clear, really the best story you can tell?
• Audience: how will it make them feel? Will they understand? Will they take action?

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The Five Key Success Factors for writing effective slides

1
Know the objective – know the purpose of the slide in the deck
• Know what you want to tell in the slide

2
Create the title - use the slide title to guide the reader to the key point of the slide
• Make sure the slide title is the key message of the slide

3
Make the point in the slide body - support it as clearly as possible by following three steps

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
• Determine the message / point
• Identify the relationship
• Select the slide form
4
Highlight the insight – use signposts, pay attention to detail and apply graphical excellence
• Use appropriate sign-posts to guide the reader's eye
• Pay attention to the details, they distract from the key message
• Apply the graphical excellence principles, this helps you communicate clear and simple
5
Review and re-iterate – through your own eyes and those of the audience
• Own eyes: is it correct, complete and clear, really the best way you can show this insight?
• Audience: how will it make them feel? Will they understand? Will they be motivated to take action?

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Personal reflection diary: Key learnings on Storylining and
Slide writing

What are the most important learnings from this training for me?

What will I do differently next presentation? How will others notice the change?

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
What could prevent me from making this a structural and What am I going to do to make sure this improvement will
lasting improvement? "stick"?

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Next Training will equip participant with project planning skill

1 2 3 4 5
Hypothesis-Driven Modeling Structuring your Strategic project Leading effective
Problem Solving Analysis Message planning meetings

• Defining the real • Designing, building • Translating • Creating effective • Facilitating


problem and using a model hypotheses into a timelines, effective meetings
• Formulating to validate logic and clear and compelling workplans • Handling
What is hypotheses quantify impact story • Driving projects challenging
it? • Defining required • Detailing and from start to finish question
analyses to support visualizing the story
the hypotheses in clear and powerful
slides

Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
• Ensures focus: • Ensures analytic • Ensures clarity: • Ensures execution: • Ensures impact:
Why
sets the right level of rigor: highlights the "so creates the setting create and conduct
does it supports what", allowing to in which the right effective meetings
detail for the right
matter topics hypotheses with decide and take decisions are made
? logic and data action

CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 45

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