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Storylining & Slidewriting
July 2017
Our training today: Storylining & Slidewriting
Clear
storyline
Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Powerful
slides
1 2 3 4 5
Hypothesis-Driven Modeling Structuring your Strategic project Leading effective
Problem Solving Analysis Message planning meetings
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
Break 10 minutes
Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
The Five Key BCG Success Factors for Slidewriting1 60 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
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
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 5
For discussion: What do you want to get out of this training?
Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 6
Agenda
Break 10 minutes
Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
The Five Key BCG Success Factors for Slidewriting1 60 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
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?
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 9
1
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
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
Understand your target audience and the best way to tell the
story to them
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
Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
Choose focus of next phase Motivate / inspire
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 13
3
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
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 14
3
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
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 15
4
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
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 16
5
• 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?)
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
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?
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
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?
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
...
... ...
...
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
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
• 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?)
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
Break 10 minutes
Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
The Five Key BCG Success Factors for Slidewriting1 60 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
Break 10 minutes
Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
The Five Key BCG Success Factors for Slidewriting1 60 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
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
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
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
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 33
3
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
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)
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 34
3
Descriptive Explanatory
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
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
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?
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?
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
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)
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 39
Exercises
Before this training you have all sent in two slides: one that you are proud of, and one
needing improvement
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
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 40
Agenda
Break 10 minutes
Copyright © 2012 by The Boston Consulting Group, Inc. All rights reserved.
The Five Key BCG Success Factors for Slidewriting1 60 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?
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 42
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?
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 43
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"?
CTT-3A-Storylining__Slidewriting-Training_Document-_vF_2_toshare.pptx 44
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
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