Our Business Presentation Process
We've developed a straightforward approach that transforms complex financial concepts into compelling business narratives. Here's exactly how we work with our clients to create presentations that actually move the needle.
Discovery & Strategic Foundation
Every great presentation starts with understanding what you're actually trying to achieve. We spend the first week diving deep into your business context, audience expectations, and the specific outcomes you need.
- Initial consultation to understand your business goals and presentation objectives
- Audience analysis and stakeholder mapping to identify key decision makers
- Content audit of existing materials and data sources
- Strategic framework development that aligns with your business narrative
- Timeline and milestone planning for the entire project lifecycle
This foundation phase typically takes 5-7 business days. We've learned that rushing this part usually means redoing work later, so we're thorough from the start.
Project Development Timeline
From initial brief to final delivery, here's how a typical project unfolds over 4-6 weeks
Research & Structure
We analyze your data, identify key insights, and build the logical flow that will guide your audience from problem to solution.
Week 1-2Content Development
Creating the actual slides, charts, and supporting materials. This includes multiple rounds of internal review before you see anything.
Week 2-3Design & Refinement
Professional design application and iterative refinement based on your feedback. We typically go through 2-3 revision cycles here.
Week 3-4Final Preparation
Presentation coaching, speaker notes preparation, and final technical checks. We make sure you're completely comfortable with the material.
Week 4-5What Our Process Delivers
The structured approach isn't just about creating slides – it's about building confidence and clarity for the moments that matter most in your business.
The structured approach gave us confidence we'd never had before in board meetings. Instead of scrambling to explain our numbers, we could focus on the strategic conversation.
Brielle Thornton
Finance Director, Meridian Holdings