Objective || Format |
Identify the problem |
Discover the real problem amidst many issues. Example: Identify
problems due to rapid expansion.
- State what you want to have happening vs. what is actually
- Specify what things are happening that are the
- Specify what things changed about the time the
- Suggest the underlying problems
Present potential solution(s)
- Suggest the next steps.
Present Strategy Recommendations |
Decide on the best strategy or strategies. Example: Choose
best advertising strategy.
- State the objective
- State the present situation
State the desired outcome
- State the potential
- List the advantages and disadvantages of each
- Recommend one or more strategies and what to do
Sell a product, service or idea |
Sell people on the benefits of a product, service or idea.
Example: Sell boss on 4-day workweek in the summer.
- State the objective
- Determine and state the needs
List the features
- List the appropriate benefits
Specify the next steps
Recommend Decision Alternatives |
Present the best decision among several alternatives
Example: Choose a computer system from among three vendors
- State the decision to be made
- List all the musts and
- Rate the importance of wants
- List the
- Eliminate alternatives not meeting the must
- Compare the alternatives to see how much they
satisfy the wants
- List any strong positive or negative
consequences of each alternative
- Recommend one
alternative and suggest steps for carrying it out.
Identify Potential Problems |
Identify potential problems and suggest preventive and/or
contingent actions. Example: Identify what might go wrong with
the computer installation.
- State the goal
- List anticipated issues that may block
achieve the goal
- Rate the seriousness of the issues
State preventive and/or contingent actions
- Identify a
prime mover and deadlines
Teach Skills |
Train people in new skills. Example: Teach a new safety
- Give introduction
- State skill areas to be learned
Explain areas using key points, examples, anecdotes, handouts,
questions and exercises
- Summarize major lessons of the
- Suggest the next steps in order for participants to
apply the information
Share Information |
Share information of any kind. Example: Explain purchasing
department's needs to the financing department.
- List information to be shared
- Explain the task
Define the buzzwords and jargon words
- Relate to your
- Explain its significance to the
Communicate Bad News |
Make the best out of bad news Example: Tell people the tasks
they are doing is no longer needed.
- Discuss the background
- State the bad news
Present options to choose among
- Conclude reaffirming the
- Guide audience into choosing most preferable
Report Progress |
Report on the progress of something, like a project or
report. Example: Share the results of customer focus groups.
- Define the subject and the area
- List all the issues
- Categorize the issues
- Prioritize the issues
Delineate the next action steps
General Format |
If none of the above apply, this will help you present information in an organized, logical manner.
Example: any 10-minute informal meeting presentation.
- Open: State what talk is about
- Key Points: List the 3-
4 major points of the talk
- Details: Go over the points in
- Examples: share anecdotes, examples for clarity
- Close: Restate major points
- Next steps: Suggest
actions to take